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Linda Robertson
senior financial planner
Financial Finesse, Inc.
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Linda Robertson is a Certified Financial Planner™ with Financial Finesse, the leading provider of unbiased financial education for employers nationwide. With over 20 years of experience, Linda has facilitated thousands of financial education workshops to employees on a variety of topics ranging from basic money management and retirement planning to advanced estate planning, in addition to providing financial coaching to numerous employees one on one over the phone and in person at their worksites. Linda writes a nationally syndicated weekly blog on workplace financial education. As a full-time educator, Linda has acquired a good feel for what does and doesn't work in the way of making a lasting impact on employees with financial education.

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Kay D. Mooney
head of Strategic Development & Products
Aetna
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Stacey R. Carroll
president
HR Experts On-Call
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Stacey Carroll is the President of HR Experts On-Call. HR Experts On-call provide strategic HR consulting services to business owners and HR professionals. Prior to establishing HR Experts On-Call, Ms. Carroll served as the Director of Professional Services & Education for PayScale. As Director of Professional Services, Stacey created and managed the compensation consulting business for PayScale, a venture-backed SaaS provider of compensation resources to HR and business leaders.  Prior to her  work at PayScale, Stacey spent over 12 years in various positions within Human Resources for Trendwest Resorts, Nordstrom, and Western Washington University. Stacey’s specialty areas in HR include: compensation, benefits, training & development, and strategic human capital management.  She earned her BA and MBA from Western Washington University. Stacey has been certified as a Senior Professional in Human Resources (SPHR) and as a Certified Compensation Professional (CCP). In addition to her regular full time responsibilities, Stacey has taught HRM classes for Western Washington University, Seattle Research Partners, and Tacoma Community College. She also speaks at many local, regional and national conferences.

Follow Stacey on Twitter @HRStacey.

SESSIONS:
Monday, June 25, 2012 - 10:45am to 12:00pm
Mark Schmit, Ph.D., SHRM-SCP
executive director
SHRM Foundation
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Mark J. Schmit, Ph.D., is the Executive Director for the Society for Human Resource Management (SHRM) Foundation. In this capacity he leads the Foundation’s efforts to advance the strategic direction and impact of the HR profession. Dr. Schmit was previously the Vice President of Research for SHRM. Dr. Schmit has more than 25 years of experience in the field of human resources and has also been an academic, applied researcher, HR generalist, and internal and external consultant to both public and private organizations. Dr. Schmit earned a Ph.D. in Industrial and Organizational Psychology from Bowling Green State University in 1994. He has published more than 25 professional journal articles and book chapters and delivered more than 75 presentations at professional meetings on HR and Industrial/Organizational Psychology topics. Dr. Schmit is a Fellow in both the Society for Industrial and Organizational Psychology and the American Psychological Association. He is also certified as a Senior Professional in Human Resources (SPHR).

SESSIONS:
Monday, June 25, 2012 - 10:45am to 12:00pm
Elizabeth Dixon
wellness director
Chick-Fil-A and Cooper Aerobic Enterprises
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An Orlando, Florida native, Elizabeth Dixon graduated from Liberty University with a degree in Exercise Science.  After completing an undergraduate internship at Cooper Aerobics Center in Dallas, Texas, she was hired in 2004 to create a wellness program for the Chick-fil-A Corporate Headquarters in Atlanta, Georgia.  Since 2004 Chick-fil-A has been recognized annually as the Most Fit Company in Atlanta. 

In 2008 she created the Atlanta Challenge with nine major Atlanta companies engaged in a wellness competition.  Successful results provided the impetus to launch the U.S. City Challenge, providing the opportunity for major corporations across the U.S. to compete within their own cities.

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Blaine Laverick
vice president, Executive Retirement Group
Principal Financial Group
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Stacey R. Carroll
president
HR Experts On-Call
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Stacey Carroll is the President of HR Experts On-Call. HR Experts On-call provide strategic HR consulting services to business owners and HR professionals. Prior to establishing HR Experts On-Call, Ms. Carroll served as the Director of Professional Services & Education for PayScale. As Director of Professional Services, Stacey created and managed the compensation consulting business for PayScale, a venture-backed SaaS provider of compensation resources to HR and business leaders.  Prior to her  work at PayScale, Stacey spent over 12 years in various positions within Human Resources for Trendwest Resorts, Nordstrom, and Western Washington University. Stacey’s specialty areas in HR include: compensation, benefits, training & development, and strategic human capital management.  She earned her BA and MBA from Western Washington University. Stacey has been certified as a Senior Professional in Human Resources (SPHR) and as a Certified Compensation Professional (CCP). In addition to her regular full time responsibilities, Stacey has taught HRM classes for Western Washington University, Seattle Research Partners, and Tacoma Community College. She also speaks at many local, regional and national conferences.

Follow Stacey on Twitter @HRStacey.

SESSIONS:
Tuesday, June 26, 2012 - 2:15pm to 3:30pm
Doug Layman
EVP & CSMO
Gilsbar, Inc.
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Mr. Layman is the executive vice president and chief sales and marketing officer at Gilsbar, Inc., a leading third party administrator and insurance services provider.  During his tenure with Gilsbar, he has shifted the organization's focus to a market-driven thought leader, which has proved to be a great success.  As executive vice president, he is responsible for Gilsbar's corporate direction and vision, focusing on its revenue generating strategies, with an emphasis in marketing employee engagement.

Mr. Layman shares his expertise of member engagement and health and lifestyle management at conferences and seminars across the country, his speaking resume including various World Health Care Congress events, the International Institute of Research, and the National Business Group on Health.  He represents organizations throughout the U.S., and currently serves on the Board of Directors for the Louisiana Association of Health Plans.

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Karl Ahlrichs, SHRM-SCP, CSP
Personal Pronouns
He/Him/His
Senior Consultant
Gregory and Appel
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Karl Ahlrichs specializes in helping professionals make order from chaos. He is a national speaker, author, and consultant, presenting on the people issues in all industries, and is often quoted in the local and national media. 

Karl’s experience is ideally suited to times of organizational change as he pulls on risk management and organizational development theories to replace “best practices” with “next practices”. He owes much of his communications mastery to working as a writer and editor in daily media, to on-the-job writing experience and to the process of becoming a published author.

He joined Gregory & Appel in 2010 after serving as a founding partner of ExactHire, bringing his HR, operations, diversity & belonging, and learning & development skills with him. Karl’s affinity for design, composition and learning started at a very young age, by taking and examining thousands of boring pictures with the goal of improving his craft. He loves deploying that practice-to-improve approach with all manner of hobbies including writing haiku, mastering cutting-edge technology and learning Spanish.

In 2003, he was named the SHRM Human Resource Professional of the Year for the State of Indiana. He is on the Boards of several organizations, including the Maryland CPA Society.  He has lived in Scotland and Spain and lives to explore new experiences with his wife and family.

 

SESSIONS:
Tuesday, June 26, 2012 - 10:45am to 12:00pm
Andrew M. Sieg
managing director, Head of Global Wealth & Retirement Solutions
Bank of America Merrill Lynch
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Andy Sieg is Head of Global Wealth & Retirement Solutions (GWRS) for Bank of America Merrill Lynch. GWRS provides a comprehensive set of investment products and services, as well as retirement solutions, to the company’s clients and financial advisors globally.

Andy first joined Merrill Lynch in 1992 as an analyst in the Global Wealth Management business, later serving in senior strategy and field leadership roles during the next 13 years. Before rejoining the company in 2009, Andy led the Emerging Affluent Client Segment within Citigroup Global Wealth Management from 2005 to 2009.

Prior to his career at Merrill Lynch, Andy served in The White House as an aide to the assistant to the President for Economic and Domestic Policy. Andy earned a Bachelor of Science in Economics from Penn State University. He also holds a Master in Public Policy (MPP) degree from the Harvard Kennedy School (HKS) and serves as a member of the HKS Dean’s Council.

Andy serves on the boards of ReadWorks.org, a non-profit dedicated to ensuring students in our nation’s neediest public schools have literacy skills to compete and succeed in life, and The Peter Westbrook Foundation, which helps inner-city children develop life skills through the sport of fencing, academic support and mentoring. Andy also represents Bank of America Merrill Lynch on the board of the Global Coalition on Aging, an organization of industry leaders committed to advocating for aging populations and to reshaping how society prepares for this profound demographic shift.

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