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


September 22, 2021

5:30 - 7:00 PM

Registration and Sponsor Setup

September 23, 2021

7:30-8:30 AM

Breakfast and Conference Registration with our Sponsors

8:30-8:40 AM

8:40-9:40 AM

Opening Remarks

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.

9:40-10:40 AM  

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.

10:40-11:00 AM

Refreshment Break with our Sponsors

11:00- Noon

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

Breakout Sessions

1:10-2:00 PM

Healthcare Track:

Healthcare Cost Management Strategies


Tatausha Webster, Director Of Benefits, Williams-Sonoma, Inc.

Michelle Mills, Manager, Americas Compensation & Benefits, IHG

Emily Erkel,
Director-Benefits, Windstream Services

Don Biron, Senior Consultant, Milliman

Stephanie Peterson, Consulting Actuary, Milliman

Retirement Track:

Benefits that Remove Retirement Roadblocks:


Bob Beideman, Director, Retirement Plans, Southern Company

Jennifer Needham, Partner & Senior Consultant, Smith Communication Partners

2:10-3:00 PM

Healthcare Track:

Quality Concierge as A Healthcare Benefit


Blake Watts, Broker & Consulting Partnerships, Rightway Healthcare


Paula Bush, EVP Advocacy Strategy & Delivery, Rightway Healthcare

Retirement Track:

Best Practices for Selecting your Next Retirement Plan Advisor


Johnny Wentzell, Principal, Jackson Lewis P.C.

Veronica Bray, CEO, Retirement Plan Advisor Search

3:00-3:20 PM

Refreshment Break with our Sponsors

3:20-4:10 PM

Healthcare Track:

Keys to Implementing a Quality-Driven Healthcare Plan


Geoff Rowson, SVP of Sales & Finance, Totem

Annette Griffin, VP of Business Development, Totem

Retirement Track:

The Secure Act 2.0:
What You Need to Know


Sam Henson, Director, Legislative & Regulatory Affairs, Retirement Services, Lockton Companies

4:30-6:00 PM

Hosted Reception with our Sponsors

September 24, 2021
7:30-8:20 AM

Breakfast and Conference Registration with our Sponsors

8:20-8:30 AM

8:30-9:30 AM

Opening Remarks

General Session 4: Audits, Investigations and the Latest Updates from The Dept. of Labor, EBSA

Speakers: Alycya Henderson, Supervisory Benefits Advisor,  U.S. Department of Labor
As Supervisory Benefits Advisor, Alycya manages a staff of nine Benefits Advisors who are responsible for providing technical information, guidance, and assistance to plan participants and their beneficiaries, plan administrators, fiduciaries, third party administrators, service providers, and other interested parties regarding rights and obligations under the law. Alycya holds a Juris Doctor degree from New England School of Law and a Bachelor’s degree in Business Administration from Tennessee State University.

Anne Tyler Hall, Principal, Hall Benefits Law

Prior to forming HBL, Anne Tyler Hall practiced ERISA and Benefits law with Alston & Bird, LLP and King & Spalding, LLP, two of Atlanta’s largest law firms. As a business owner representing businesses, Anne Tyler understands first-hand the importance of strategically-designed, legally-compliant benefit plans aimed at attracting, motivating, and retaining top employees. Ms. Hall is a proud graduate of the University of Alabama School of Law, and she earned her Master of Laws in Taxation from the prestigious Georgetown University Law Center. Since January of 2018 the team of ERISA Attorneys at HBL has avoided and abated more than $71 million in penalties for plan sponsor clients.

9:40-10:30 AM

General Session 5: The Evolving Workscape 2021 - Insights from the MIT AgeLab

Speaker: Ryan Sullivan, Managing Director, Applied Insights at Hartford Funds

Ryan leads communication workshops around the country and speaks on a variety of financial topics, with a focus on retirement research from the MIT AgeLab. To date, he has provided insights to audiences in 46 states and Puerto Rico, as well as led hundreds of webinars. Ryan seeks to balance the very human aspects of planning for later life with appropriate humor—a necessity, given the opportunities and challenges we all face as we age.

10:40-11:30 AM

General Session 6: The Next Phase of Total Wellbeing


Paula Allen, Global Leader, Research & Total Wellbeing & Senior Vice- President, LifeWorks

In her current role, Paula manages the research agenda for LifeWorks, which includes primary research, exploratory data science, research collaborations and meta-analyses. Given her focus on industry leading research, Paula also leads LifeWorks’s thought leadership and is co-chair of the organization’s product and innovation strategy.  Paula completed undergraduate and graduate degrees at the University of Toronto in psychological research and neuropsychological testing and clinical intervention. 

Todd Whitthorne, Chief Inspiration Officer, Wondr Health

Todd Whitthorne is recognized as one of the country's leading public speakers regarding health, wellbeing, and productivity. He's also the author of Fit Happens!...Simple Steps for a Healthier, More Productive Life! In addition, Todd serves as the Chief Inspiration Officer for Wondr Health, a Dallas-based company dedicated to improving the health and productivity of organizations nationwide. Prior to joining Wondr in 2013, Todd spent 14 years as a senior executive at The Cooper Aerobics Center in Dallas. The Emmy award-winning broadcaster is an honors graduate of UCLA with a Bachelor of Science in kinesiology and exercise physiology.

Erika Grace, Head of Financial Wellness and Digital Strategy, Empower Retirement

Erika Grace is Head of Financial Wellness and Digital Strategy for Empower Retirement. In her role, she is responsible for establishing and delivering Empower Retirement’s Financial Wellness strategy including bringing together Empower Retirement’s best-in-class financial wellness digital and individual tools and services. Erika holds a bachelor’s degree from the University of Massachusetts and her MBA in Entrepreneurship and Innovation from BayPath University. Erika is an adjunct professor and currently maintains her FINRA Series 6 securities registration.

11:40-12:30 PM

General Session 7: Digital Benefits Delivery

Moderator: Dr. Randy Vogenberg, Principal, Institute for Integrated Healthcare (IIH)

At his firm, he and his associates from the business, clinical, and scientific communities focus on commercial employee benefits, care delivery and outcomes research, education, and strategic benefit consulting on medical-legal, clinical or economic issues in commercial health care. Efforts for self-funded employers include innovative contracting, compliance, and holistic care cost management to drive high performing plans. 0

Speaker: Yusuf Sherwani, MD, CEO & Co-Founder, Quit Genius

Yusuf Sherwani, MD, CEO & Co-Founder Yusuf Sherwani is the CEO and Co-Founder of Quit Genius, the world’s first technology-enabled digital clinic for multiple addictions. Together with his colleagues Maroof Ahmed and Sarim Siddiqui, Dr. Sherwani developed a vision for the technology driven addiction treatment platform. With a medical degree from Imperial College London, Yusuf has co-authored 12 peer-reviewed studies on behavioral health and substance addictions.

Speaker: Dr. Louis Dickey, Commercial Medical Director, Hinge Health

Dr. Louis Dickey, Commercial Medical Director of Hinge Health, has over 40 years in the medical field as well as more than 10 years of benefits consulting. In his previous role as a consultant at Willis Towers Watson and his former role as a Senior Medical Director for National Accounts at Aetna, Dr. Dickey has worked with public, private, and hospital employers and their respective account teams to develop health care strategies and initiatives, programs and vendor assessments, and improvements and enhancements of their current programs and initiatives.

12:30 PM

Adjournment and Grab and Go Lunches

Phone: 770-335-8902

Email:  events@sben.org  |  membership@sben.org

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