About The Conference
Each spring the Employee Benefits Institute sponsors an annual conference that draws hundreds of attendees from a multi-state region. From the very beginning, the organizers of the events made efforts to bring speakers from outside our region to educate and inform the dialogue around employee benefits. The speakers regularly include government officials from Washington D.C. (from both the IRS as well as the Department of Labor) as well as other top talent from around the country. The sessions are divided equally between benefit plans in the health and welfare space as well as benefit plans in the pension and retirement space. Attendees include corporate executives such as the CFO as well as Human Resource professionals responsible for the administration of these employer- sponsored plans. Attendees also include attorneys, accountants, administrators, consultants, and advisors who lend their expertise to serving plan sponsors. The cost to attend the conference, which includes all materials, breakfast and lunch, as well as the applicable Continuing Education credits, is partially underwritten by sponsors allowing EBI to offer this service more affordably.
Buck Consultants LLC, A Xerox Company Washington, DC
Tami is an employee benefits attorney and the Managing Director of Buck’s Knowledge Resource Center. Ms. Simon also serves as a national resource on issues affecting employers’ health and welfare benefits. Ms. Simon is on the advisory board of BNA Tax Management’s Compensation Planning Journal and the steering committee of the Worldwide Employee Benefits Network’s DC chapter. She is also a member of the American Bar
Peter Dunn (a.k.a., Pete the Planner)
Pete is an expert on Financial Wellness in the workplace. He is an author, commentator, national broadcaster, and keynote speaker. In 2012, Cision ranked Pete as the nation’s fourth most influential voice in personal finance. Utilizing the gifts that helped him win a comedy award as a stand-up comic, he’s working to help change the financial behavior of Americans.
PharmD, Vice President, Clinical Account Management
Jason is a director with Express Scripts. He first joined Express Scripts in 1996 as a clinical specialist. Over the years, he has earned several promotions, working as a senior manager, senior clinical account executive, associate director, and director. Due to his extensive experience, Jason says he has “a great instinct for managing the pharmacy benefit and the unique ability to see the big picture while understanding the details.” He has a tremendous passion for removing waste from the healthcare system while maintaining quality of care.
Director of Research, CBIZ Retirement Plan Services, Cleveland, OH
Anna is the Director of Research for CBIZ Retirement Plan Services. She holds a Series 6 Securities license and is a registered Investment Advisor Representative. She leads the investment team’s macroeconomic research efforts, providing data driven analyses to shape investment strategies. Anna also participates in due diligence and reporting processes. As an industry expert, Anna is often called upon to share her projections and insights with the investment community. She has been interviewed by the Associated Press, Wall Street Journal, Bloomberg, Fox Business, CNN Money, as well as been a guest on Wall Street Journal Radio. Her quotes have appeared in Crain’s New York Business Week, The New York Times, Business Week and many other publications.
H. R. Director, Total Rewards and Employee Relations, Hallmark Cards Inc., Kansas City, Mo.
Tresia is currently the H.R. Director, Total Rewards and Employee Relations for Hallmark Cards which includes responsibility for Hallmark’s compensation, benefit programs, human resource information systems and employee relations. Tresia has also held several positions at Hallmark in a variety of Human Resource areas. Tresia previously founded a web-based human resources communication business and also served as a benefits and human resources consultant for Mercer. Earlier in her career, Tresia worked for the U.S. Department of Labor, Employee Benefits Services Administration for seven years. Tresia currently serves as a member of the Executive Board of the American Benefits Council (ABC). She has also served as Board Chair for several benefits organization including the Employee Benefits Institute and various CEBS and Compensation groups. She previously was a board member of a Kansas City hospital and served as a member of the Executive Committee and Chair of the Hospital’s Quality Committee. Tresia holds the Certified Employee Benefits (CEBS), Chartered Financial Analyst (CFA) and Certified Compensation Professional (CCP) designations.
Senior Vice President, Director of Defined Contribution Services,
Summit Strategies Group, Clayton, MO
Paul serves as the firm’s defined contribution business director. Paul is a strong advocate for defining, measuring, and promoting successful participant outcomes through effective plan design. He also serves as a member of the firm’s Management Committee, responsible for the day-to-day operation of the firm.
Senior Health & Wellness Specialist, Garmin International, Olathe, Kansas
Haley is the Senior Health & Wellness Specialist for Garmin International. She currently coordinates and implements wellness offerings to Garmin associates nationwide through strategic planning and alignment with company and program
Candice Gwin MS
Employee Wellness Program Manager, Children’s Mercy Hospital and Clinics
Candice Gwin is the Employee Wellness Program Manager at Children’s Mercy Hospital and Clinics. As the Employee Wellness Program Manager, Candice’s role is to strategize, plan and implement the Take CARE Wellness Program at Children’s Mercy Hospital.
Wellbeing Coordinator, City of Olathe
Executive Vice President & Chief Human Resources Officer
Nicole is a member of ConAgra Foods’ Senior Leadership Team and is responsible for the People strategy for the enterprise. Prior to joining ConAgra Foods, Nicole was a partner in the law firm of Husch Blackwell Sanders LLP.