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David Lindgren is a Senior Manager with Flexible Benefit Service Corporation (Flex), a fullservice wholesale insurance firm and administrator of tax-advantaged benefit plans based in Rosemont, Illinois. David oversees the Compliance and Public Affairs departments at Flex and brings fifteen years of experience to his role.

He is a subject matter expert in the areas of ERISA, HIPAA, Cafeteria Plans, Healthcare Reform and various Employee Benefit Programs, including consumer-driven plans that incorporate Health Reimbursement Arrangements (HRAs), Health Savings Accounts (HSAs) and wellness programs.

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.

Alexander Alonso, PhD, SHRM-SCP is the Society for Human Resource Management's (SHRM's) Chief Data & Insights Officer leading operations for SHRM's Certified Professional and Senior Certified Professional certifications, research functions, and the SHRM Knowledge Advisor service. He is responsible for all research activities, including the development of the SHRM Competency Model and SHRM credentials.

During his career, he has worked with numerous subject matter experts worldwide with the aim of identifying performance standards, developing competency models, designing organizational assessments, and conducting job analyses. He was also responsible for working on contract task orders involving the development of measurement tools for content areas such as job knowledge (like teacher knowledge of instructional processes) and organizational climates (like organizational climate forecasting in military health care).

Dr. Alonso received his doctorate in Industrial-Organizational Psychology from Florida International University in 2003. His works have been recognized for their contribution to real-world issues. They include being recognized by the Society for Industrial Organizational Psychology (Division 14 of the APA; SIOP) with the 2007 M. Scott Myers Award for Applied Research in the Workplace for the development of the federal standard for medical team training, TeamSTEPPS; being awarded a 2009 Presidential Citation for Innovative Practice by the American Psychological Association for supporting the development of competency model for team triage in emergency medicine; and receiving the 2013 SIOP Distinguished Early Career Contributions for Practice Award.

Throughout his career, he has published works in peer-reviewed journals such as Industrial and Organizational Psychology: Perspectives on Science and Practice, Journal of Applied Psychology, International Journal of Selection and Assessment, People and Strategy, Personality and Individual Differences, Quality and Safety in Health Care, and Human Resources Management Review. He has also authored several chapters on community-based change initiatives in workforce readiness, as well as co-authoring Defining HR Success: A Guide to the SHRM Competency Model in Practice.

Dr. Alonso also served as a columnist analyzing major trends in the workforce for The Industrial Psychologist and HR Magazine. In addition, he has served on several professional society boards including the SIOP and the Personnel Testing Council of Metropolitan Washington.

Anne Pachciarek helps companies establish and operate their employee benefit plans, such as medical plans, 401(k) plans, pension plans and executive compensation programs.

With more than 20 years of experience, Anne works with public companies and closely held businesses to find solutions to a wide range of ERISA compliance, fiduciary responsibility and plan administration problems. She advises on welfare plans, pension and profit sharing plans, cafeteria plans and deferred compensation programs, as well as on the handling of benefit plans in mergers and acquisitions.

Anne has been a member of the Hiring Committee and the Chair of the summer program for the Chicago office.

Mickey Silberman Esq. is a Shareholder with the law firm of Fortney & Scott LLC and is Chair of the firm’s Affirmative Action & Pay Equity Practice Group. Mickey is a nationally recognized expert and public speaker on diversity and inclusion programs, initiatives and best practices. He helps national employers develop and execute on innovative D&I programs that “move the needle” and get real results. 

Bruce Sherman, MD, FCCP, FACOEM, serves as the Medical Director, Population Health Management for the RightOpt private exchange offering for Buck Consultants at Xerox. In this role, he provides strategic guidance for development, implementation and ongoing management of integrated, value-based health and performance management strategies for exchange employer clients. Additionally, Dr. Sherman is the Medical Director for the Ohio-based Employers Health Coalition, Inc., where he provides health management strategies to the organization’s members, and provides strategic guidance for the coalition’s data warehouse program. Previously he was the consulting corporate medical director for Wal-Mart Stores, Inc., Whirlpool Corporation, and The Goodyear Tire & Rubber Company. Dr. Sherman has particular interests in the areas of the business value of health and evaluation of quality and efficiency in health care delivery.

Dr. Sherman is a member of the leadership board for the Integrated Benefits Institute, and also has committee leadership roles with the National Committee for Quality Assurance, and Population Health Alliance.  A speaker at both local and national levels, he has presented workforce health and performance management strategies to diverse audiences, and has published numerous related articles. Dr. Sherman received his MD from New York University School of Medicine, his MA from Harvard University and his bachelor's degree from Brown University. He is board-certified in internal medicine. Dr. Sherman continues as a member of the clinical faculty in the Department of Medicine at the Case Western Reserve University School of Medicine.

Todd Solomon is a partner in and Chicago local practice group leader of the employee benefits practice group of McDermott Will & Emery LLP in its Chicago office.  Todd focuses his practice primarily on designing, amending, and administering pension plans, 401(k) plans, employee stock ownership plans, 403(b) plans, and nonqualified deferred compensation arrangements.  He also counsels corporations and tax-exempt entities regarding fiduciary and plan investment issues under ERISA, employee benefits issues involved in corporate transactions, executive compensation and Code Section 409A compliance and correction matters, and the implementation of benefit programs for domestic partners.  

David Lindgren is a Senior Manager with Flexible Benefit Service Corporation (Flex), a fullservice wholesale insurance firm and administrator of tax-advantaged benefit plans based in Rosemont, Illinois. David oversees the Compliance and Public Affairs departments at Flex and brings fifteen years of experience to his role.

He is a subject matter expert in the areas of ERISA, HIPAA, Cafeteria Plans, Healthcare Reform and various Employee Benefit Programs, including consumer-driven plans that incorporate Health Reimbursement Arrangements (HRAs), Health Savings Accounts (HSAs) and wellness programs.

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.

Jason Sheffield is BRPs National Director of Compliance for the Baldwin Regulatory Compliance Collaborative. He oversees the ongoing evolution of our firm's national compliance operations. Jason develops, designs and implements educational programming and compliance assuredness services by creating timely and relevant solutions designed for the benefit of our clients and colleagues, our industry partners, and the general benefits community. Jason has practiced employee benefits law and consulting for nearly two decades, representing individual, corporate, and tribal interests at the local, state, and federal levels. He has advised clients and provided representative services before administrative agencies such as the DOL, the IRS, CMS, OCR, several state-level treasury authorities, and others. He has experience with both qualified and non-qualified retirement plans, executive compensation matters, and extensive experience respecting health and welfare plan matters. Jason received his undergraduate degree from Georgia State University (magna cum laude) and his Juris Doctor from Western New England College School of Law. He is admitted to the State Bar of Georgia.