2021 Annual Conference

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.

Jason Dohm

PharmD, Vice President, Clinical Account Management
Commercial Division
Express Scripts
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.

Anna Rathbun

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.

Tresia Franklin

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.

Paul Staples

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.

Haley Akin

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
goals.

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.

Jana Goolsby

Wellbeing Coordinator, City of Olathe

Nicole Theophilus

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.