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Timothy N. Tanis, SPHR, GPHR
manager, Compbearsation & HRIS
Build-A-Bear Workshop
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SESSIONS:
Tuesday, June 26, 2012 - 10:45am to 12:00pm
Penny C. Wofford
shareholder
Ogletree, Deakins, Nash, Smoak & Stewart, P.C.
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Penny Wofford is a South Carolina Supreme Court Certified Specialist in Employment and Labor Law. She concentrates her practice in the area of employment litigation and employee benefits. She advises and defends employers, employer sponsored plans, and plan fiduciaries against all types of claims under ERISA and employment discrimination laws. Penny not only provides proactive counseling and legal advice to employers and management regarding human resources issues but also assists employers with the design, drafting, and administration of welfare benefit plans. Penny is a frequent speaker on employee benefits and employee leave topics and regularly provides company and supervisor training on employment discrimination, documentation and confidentiality.

SESSIONS:
Terrie Reeves
president and founder
Wellness Coalition of America
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SESSIONS:
Jim Kochanski
senior vice president
Sibson Consulting, A Division of Segal
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SESSIONS:
Tuesday, June 26, 2012 - 7:00am to 8:15am
Kevin Mahoney, CIMA
Managing Director, Investments and Senior Institutional Consultant
Raymond James
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As founder of Corporate Advisors Group, Kevin Mahoney joined Raymond James as a Managing Director, Investments and Senior Institutional Consultant in 2015. Kevin brings over 25 years’ experience in the financial services industry. His areas of expertise include fiduciary risk management, ERISA issues, qualified and non-qualified retirement plans, liability driven investing, philanthropic services, employee education and communication. 

Kevin led the launch of SHRM 401(k) Solutions by Raymond James. SHRM 401(k) Solutions by Raymond James offers fiduciary investment advisory services to SHRM’s ecosystem.  We help employees make meaningful progress towards their financial goals and employers meet their fiduciary responsibilities.

 

 

SESSIONS:
Rich Lynch
COO
Fiduciary360
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Rich is the COO of Fiduciary360, which delivers training, tools and resources for investment fiduciaries. As one of the main instructors for fi360 Training, he is instrumental in providing investment education and training programs that award the Accredited Investment Fiduciary (AIF) and Accredited Investment Fiduciary Analyst (AIFA) professional designations. He also provides oversight to fi360 Tools, which has developed sophisticated Web-based tools and reporting, including the innovative fi360 Fiduciary Score and the Fund Family Fiduciary Rankings for trustees and investment professionals.

Rich assisted with the development of the industry's fiduciary handbook series, Prudent Practices for Investment Fiduciaries.

Rich graduated from the United States Coast Guard Academy with high honors in Economics-Management, where he received the Superintendent's Award for leadership at graduation. During his twenty-year Coast Guard career, he served aboard three ships as Operations Officer, Executive Officer and Commanding Officer respectively. In addition, he held various senior-level financial management positions, including an assignment to the National Pollution Funds Center, a newly established Coast Guard unit responsible for managing the $1 billion Oil Spill Liability Trust Fund. Rich received his Master's of Business Administration degree (Magna Cum Laude) with an emphasis in Operations Research from George Washington University.

SESSIONS:
Mohit Ghose
head of Public Affairs
Aetna Public Affairs, Hartford, Conn.
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As Aetna’s Vice President of Public Affairs, Mohit M. Ghose works with business leaders to address legislative, public policy, regulatory and public relations challenges, including all aspects of health care reform and its implications across the enterprise and the health care sector. Mohit works with Aetna government relations, public policy, communications, thought leadership, clinical and business teams to enhance Aetna’s position as a leader committed to making quality, affordable health care coverage a reality for all Americans. Mohit serves as Aetna spokesman on public policy issues and leads internal efforts on employee political education and engagement through the Aetna Citizen Action Network- close to 11000 employees who volunteer their time and effort to educate lawmakers on issues of importance to Aetna's customers. Prior to joining Aetna, Mohit was senior vice president of public affairs for America’s Health Insurance Plans (AHIP).
SESSIONS:
Michael Herndon
manager, Work and Consumer Issues
AARP
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Michael C. Herndon joined AARP as a Manager, Financial Security in August 2005 leading the Workforce and Consumer Issues team. Prior to joining AARP, Michael was Director, Public Affairs for Certified Financial Planner Board of Standards. Michael also served as Manager, Government Relations for the International Association for Financial Planning (IAFP). Michael earned a Bachelor’s Degree in Business Administration from the University of Tennessee and a Master of Public Administration from Georgia State University where he received the Dan Sweat Scholarship for Academic Excellence.
SESSIONS:
Wednesday, June 29, 2011 - 10:00am to 11:15am
John A. Rubino, CCP, CBP, GRP, WLCP
President
Rubino Consulting Services
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John A. Rubino, SHRM-SCP, CCP, CBP, GRP, WLCP, is founder and president of Rubino Consulting Services, a global human resources consulting company based in Pound Ridge, New York. His areas of expertise cover all areas of Human Resources program design. An internationally acclaimed speaker for SHRM and WorldatWork, John is the author of numerous human resources articles, and is frequently quoted in professional publications. He holds BA and MBA degrees, as well as a lifetime Achievement Award from WorldatWork. John works with a wide variety of organizations and his consulting practice takes him all around the world; in fact, he has visited one hundred and nine countries!

SESSIONS:
Ronald J. Ozminkowski
vice president, Research and Development
Ingenix
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Ron Ozminkowski, Ph.D., is Vice President, Research and Development, in the Advanced Analytics Group at Ingenix, and Vice President, Research and Policy at UnitedHealth Group Alliances. He has been conducting health services research and evaluation projects since 1983. He is internationally recognized as an expert in the evaluation of corporate wellness and disease management programs, and has published widely on these and related issues. Dr. Ozminkowski received his Ph.D. in 1989 from the University of Michigan, School of Public Health, with an emphasis in health economics. He also holds Masters Degrees from the University of Michigan, with emphases in medical care organization and applied economics. Before joining Ingenix, Dr. Ozminkowski served as Director, Health & Productivity Research at Thomson Healthcare (Medstat) and as Associate Director of the Institute for Health and Productivity Studies, at Cornell University. He also served as Research Director at Abt Associates Inc., and taught health economics to undergraduate and graduate students at Eastern Michigan University and Mercy College of Detroit.
SESSIONS:
Shirley A. Musich
senior director
Ingenix
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As Senior Research Director, Shirley Musich is responsible for providing decision support to lead employers and other Ingenix clients through health evaluation, program design and measurement and evaluation processes. Her recent experience includes serving as a Senior Data Analyst at the University of Michigan involved with Integrated database systems and the decision support teams for corporate clients in the administration of their health promotion programs.
SESSIONS:
Sam H. Fleet
president
AmWINS Group Benefits
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Samuel H. Fleet is President of AmWINS Group Benefits, a leading wholesale broker of comprehensive group insurance programs and administrative services. With more than 20 years of health and benefit experience, Sam has guided the rapid rise of AmWINS Group Benefits from a small regional organization to one of the most successful wholesale brokers and group insurance administrators in the country. Responding to the crisis of rising medical care and health insurance costs over the past few years, Fleet has positioned AmWINS Group Benefits as an industry leader that can empower brokers and their clients to survive and thrive in the new health insurance landscape, by developing, distributing and administering niche insurance products and services.
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