Celebrate – Network – Discover
Join us as we celebrate and network, while discovering successful benefit strategies for our new dynamic world.
"Participating in SBEN gives me unbiased insights and helps me learn from fellow Benefits Industry Pros." - Past Attendee
TOPICS AND TIMES ARE SUBJECT TO CHANGE
September 22, 2021
5:30 - 7:00 PM
Registration and Sponsor Setup
September 23, 2021
Breakfast and Conference Registration with our Sponsors
General Session 1: The Latest Regulatory and Legislative Benefit Updates
Chuck Rolph Technical Director, Advanced Consulting Group
Chuck Rolph, JD, MSFS, CFP®, AIFA®, works with retirement plan financial professionals to help them close significant new cases and to resolve problems with existing plans. In working with financial professionals on their clients’ retirement plans, Chuck blends planning, investment, and fiduciary elements to create a unique solution for each situation. Chuck started his financial services career in 1977 with a major life insurance company in Des Moines, Iowa. He joined Nationwide’s Advanced Consulting Group in 2010, where he supports the sales and service efforts of the retirement plans division.
Scott V. Wagner, Partner, Morris, Manning & Martin LLP
Scott Wagner counsels clients to address and solve a wide-range of employee benefits issues, including retirement plan, executive compensation, and health and welfare plan matters. Scott has extensive experience with executive compensation and equity matters, and various other federal and state laws related to health and welfare plans. Scott also often works with clients on employee benefits and executive compensation issues involved in mergers and acquisitions and other corporate transactions.Chelsea Deppert, Associate, Morris, Manning & Martin LLP
Chelsea Deppert provides practical guidance to employers on the technical aspects of the Employee Retirement Income Security Act (ERISA) and other state and federal laws impacting the design, implementation and ongoing compliance of employee benefit plans and programs, executive compensation arrangements, severance programs, and health and welfare arrangements. Chelsea works with employers on a broad array of issues relating to tax qualified retirement plans, such as plan operation, drafting, participant communications and compliance with ERISA’s fiduciary responsibility provisions.
General Session 2: The Importance of Diversity, Equity and Inclusion within Employee Benefits
Richard Smith, Benton+Bradford
At Benton+Bradford, Richard combines his extensive executive coaching, human resources and talent acquisition background with the instinctive ability to translate customer needs into high-impact solutions. Working with clients ranging from small, entrepreneurial non-profits to large Fortune 500 organizations, Smith understands how to align individuals and teams for business goal achievement and long-term success.
Refreshment Break with our Sponsors
General Session 3: Communication Strategies for the Post Pandemic World - A Case Study
Stephanie Schneider, Principal, Atlanta Engagement Practice Leader, Buck
Stephanie is a Principal and the Central Region Engagement Practice Leader for Buck— an integrated HR and benefits consulting, administration, and technology services firm. She has 25 years of experience in all aspects of HR and employee communications. She develops and delivers results-driven strategies and multi-media campaigns, factoring in best practices and principles in advertising, marketing, design and user experience. Stephanie is based in Atlanta, Georgia.
Jim McMurtray, Director of Benefits Delivery, Piedmont Healthcare
Jim McMurtray is the Director of Benefits Delivery for Piedmont Healthcare—a Georgia-based integrated healthcare system—comprised of 15 hospitals, 2,500+ physicians, and more than 27,000 employees. Jim has over 30 years of HR and benefits experience, including payroll and FMLA administration, mergers and acquisitions, welfare and retirement plans, paid time off programs, and HCM systems. In his current role, Jim is responsible for the employee experience and service delivery for all Piedmont benefit plans and programs as well as specialized offerings for executives and physicians.
Noon - 1:10 PM
Lunch Break with our Sponsors
Healthcare Cost Management Strategies
Tatausha Webster, Director Of Benefits, Williams-Sonoma, Inc.
Michelle Mills, Manager, Americas Compensation & Benefits, IHG
Don Biron, Senior Consultant, Milliman
Stephanie Peterson, Consulting Actuary, Milliman
Benefits that Remove Retirement Roadblocks:
Bob Beideman, Director, Retirement Plans, Southern Company
Jennifer Needham, Partner & Senior Consultant, Smith Communication Partners
Quality Concierge as A Healthcare Benefit
Blake Watts, Broker & Consulting Partnerships, Rightway Healthcare
Paula Bush, EVP Advocacy Strategy & Delivery, Rightway Healthcare
Best Practices for Selecting your Next Retirement Plan Advisor
Johnny Wentzell, Principal, Jackson Lewis P.C.
Refreshment Break with our Sponsors
Healthcare Track:Keys to Implementing a Quality-Driven Healthcare Plan
Geoff Rowson, SVP of Sales & Finance, Totem
Annette Griffin, VP of Business Development, Totem
The Secure Act 2.0:
Sam Henson, Director, Legislative & Regulatory Affairs, Retirement Services, Lockton Companies
Hosted Reception with our Sponsors