2016 summit booklet

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S U M M I T

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Welcome to theGreater Valley Forge Annual Summit.GVFHRA is proud to offer this annual opportunityto expand the knowledge and skill base of ourmembers. This year our theme – The 4 T’s of HR!Talent, Technology, Trends and Transformationwas inspired by the concept of the “Marketing Mix”or 4 P’s of Marketing. Our aim is to examineareas where HR plays a crucial role in a successfulorganization. Talent, Technology, Trends andTransformation form the foundations of not onlyan HR strategy, but an organizational strategy.

Our Summit begins with a panel of highly respectedHR leaders from the Greater Philadelphia area’s topcompanies who will share some of the challengesthey have overcome and the successes they haveenjoyed while leading the HR function in theirorganization. Following the panel discussion, therewill be four break-out sessions throughout theremainder of the day which will offer insight andpractical knowledge attendees will be able toincorporate into their own organization.

HR will continue to play a vital role in leading growthand driving change within an organization. We mustremain focused on critical business results and howwe are able to effect outcomes through:

• Attracting, developing, effectively compensatingand retaining top talent

• Using technology to make our HR processesand practices more efficient

• Staying “current” and working with otherbusiness units to ensure we are meeting thedemands of a changing workforce

• Embracing transformation and leading changeas our organizations move forward

Our Summit Committee has worked hard to provide aday of thought-provoking, relevant, business-mindedprogramming. We hope that you will be challenged bysome of the concepts that you learn about today. Wealso hope that you will learn not only from our panelistsand speakers but from each other as you continue tomake connections with the local HR community.

Thank you for investing in yourprofessional development and joining us today!

Sincerly,

Chris Kenny & Heather Dromgoole

Chris KennySPHR, SHRM-SCP

Heather DromgooleSPHR, SHRM-SCP

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Weber Gallagher is proudto support the GVFHRA

Julie KinkopfPartner, Weber Gallagher

Presenter:

“How Federal Regulation AreTransforming the Workplace”11:15 a.m. to 12:30 p.m.

| Litigation

| Employment

| Workers’ Compensation

www.wglaw.com

2000 Market Street

Suite 1300

Philadelphia, PA 19103

215.972.7900

PENNSYLVANIA

NEW JERSEY | DELAWARE

NEW YORK

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Co-ChairsChris KennySPHR, SHRM-SCPHeather DromgooleSPHR, SHRM-SCPProgramming Co-ChairsKaren CarrPHR, SHRM-CPLaura LaBudaPHR, SHRM-SCPMilissa RonayneSPHR, SHRM-SCP

Marketing Co-ChairsCaitlin CocchiPHR, SHRM-CPMichelle DonohueSPHR, SHRM-SCPSponsorship Co-ChairsSuzanne GleasonSusan McDonaldAssociation ManagementLori Stokes-Powers

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Welcome.....................................................................1Sponsors................................................................4-15Agenda .....................................................................16About Us ..................................................................17HR Perspectives Panel .............................................18Session 1...................................................................22Session 2...................................................................24Session 3...................................................................26End of Summit: Keynote Speaker............................28Upcoming Events .....................................................32

T A B L E O F C O N T E N T S

The Society for Human ResourceManagement (SHRM) has approvedthis conference for 6.5 professionaldevelopment credits (PDCs) towardsSHRM-CP and SHRM-SCP certifications.The HR Certification Institute (HRCI)has approved this conference for6.5 General (up to 5.25 Business)recertification hours towards PHR,SPHR, and GPHR certifications.Once you return your completedevaluation form to the Main Lobbyat the end of the day, you will receivethe list of program ID numbers tosubmit for recertification.

Fox Rothschild LLP is a national law firm withnearly 750 attorneys practicing in 22 offices coastto coast. Our lawyers provide a full range of legalservices to public and private companies — fromfamily run businesses to multinational corporations. We have an expansive national labor andemployment department consisting of morethan 100 seasoned attorneys who creativelyand aggressively represent employers in acomprehensive range of labor, immigrationand employment law matters.Our team advises in-house counsel and HRprofessionals on matters such as employmenttraining, compliance, wage and hour issues, labormanagement relations and workplace safety andhealth, among others while also minding otherpressing issues facing employers, such asemployee benefits and executive compensation,privacy and background checks and audits. In a climate of increasingly complex workplaceregulations, employers turn to Fox Rothschildfor strategies that result in productive andcost-effective business outcomes. For more information contact:James A. Matthews III, Partner2000 Market St., 20th FloorPhiladelphia, PA [email protected]

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Philly.com Jobs (www.philly.com/jobs) is yournumber one source for recruitment in thePhiladelphia area. Our partnership with Monstermeans you have access to the best in classrecruitment products and technology, along withthe local reach of The Philadelphia Inquirer andDaily News. With over 23,000 new resumes and 3.3 million jobviews monthly, Philly.com and Monster can helpyou find and target the best candidates for all yourrecruitment needs. You will have access to premiertechnology and easy to use solutions from job ads,to social recruitment tools to cloud solutions. No matter how big or small your recruitmentneeds, Philly.com and Monster can provide youwith all the print and digital solutions you needto keep your business running. Contact us at 215.854.5719or [email protected] more information.

B R E A K FA S T S P O N S O R L U N C H S P O N S O R

AVE Flexible-Stay Accommodations

Our 1, 2, and 3-bedroom fully furnished suitesare the perfect temporary-housing solution forextended-stay business travel and corporatehousing relocations. AVE offers flexible leaseterms for short- and long-term stays. We’ll take care of your employees. AVE suitesare spacious and boast everything they’ll need tofeel at home from dedicated living spaces, to afully equipped kitchen with full-size appliances,cookware, dishes, silverware, and glassware,to a full-size washer and dryer in suite.We have dedicated service teams on site, sevendays a week to provide a seamless stay. Ourcomplimentary business amenities — WiFi, meetingspaces, business centers, weekday club breakfastfeaturing Starbucks coffee and Tazo tea, 24-hourfitness centers, and package acceptance withmobile alerts — are offered for your employees’convenience.AVE currently has communities in Malvern,Downingtown, Lansdale, Newtown Square,and coming soon, King of Prussia.For more information contact:Tamara Holt or Kim Turnbaughat 610.296.9700or email us at [email protected]

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S P O N S O R S

Monarch Staffing is dedicated to matching theDelaware Valley's best employers with the area’sbest employees, specializing in placing Temporary,Temporary-to-Hire and Direct Hire. We listen,understand and care about finding the perfectfit for both our clients and our candidates andwe meet the needs of a changing workforce.Temporary-to-Hire 480 Hour No Fee Conversion. Our business is sourcing, recruiting and staffing.Let us get you the right employees when andwhere you need it so you can concentrate onyour core business. We are able to give you theright resource to get the job done withoutinterruption, whether it’s needed in your officeor remotely. Leave The Staffing To Us. Administrative & Office Support, CustomerService, Sales & Marketing, Human Resources,Accounting & Finance, Entry Level IT, Purchasing& Supply Chain, Supervisory & Management.

• Certified Staffing Professionals (CSP)• Experienced and Dedicated Team• Interview Assessment: Tangibles vs. Intangibles• Savings of Recruitment Cost and Time InvolvedIn Screening & Sourcing

• State-of-the-Art Searches and Contact Management• Strong Network of Local Recruiting Resourcesand Social Networking

4 convenient locations; Delaware County610.604.0202; Chester County 610.640.4111;Montgomery County: 610.629.0088 andPhiladelpia County: 215.854.4057 or email usat [email protected]. Visit our websitefor more information: www.monarchstaffing.comor from any mobile device.

Let Us Take You Under Our Wingsand Experience the Difference.

Founded in 1958, Jackson Lewis is dedicatedto representing management exclusively inworkplace law. With 800 attorneys practicingin major locations throughout the United Statesand Puerto Rico, Jackson Lewis is included in theAmLaw 100 and Global 100 rankings of largestlaw firms. The firm’s wide range of practice areasprovides the resources to address every aspectof the employer/employee relationship.Jackson Lewis is a leader in educatingemployers about the laws of equal opportunityand, as a firm, understands the importance ofhaving a workforce that reflects the variouscommunities it serves.Jackson Lewis is also a founding member ofL&E Global Employers’ Counsel Worldwide,an alliance of premier employment law firmsin Europe, North and South America and theAsia Pacific Region.For more information visitwww.jacksonlewis.com.

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CAPTRUST’s primary business is providing abroad range of independent and objectiveadvisory services to over 1,200 institutionalrelationships representing in excess of $170billion in plan assets. CAPTRUST is ranked as oneof the top five largest independent retirementplan advisory firms nationally by PLANSPONSORMagazine. We believe that institutional fiduciariesexperience better service and value from afirm whose specialization is providing objectiveconsulting rather than one whose corebusiness is focused elsewhere. CAPTRUST is100% employee-owned and operates as anindependent advisory and financial services firm.One- hundred percent of our revenue is fee-basedand derived from our Investment Advisory/Retirement Plan Consulting services - none ofwhich is commission based.We successfully advise defined contributionplans and defined benefit plans, governmentalprograms, endowments/foundations, and otherinstitutional asset pools by focusing on superior,proprietary analytics and consistent delivery.We believe that helping our clients implementand maintain a comprehensive, disciplined, andwell documented due diligence process is crucial,both to the success of the plan and to the abilityto meet the requirements of plan fiduciaries.Please visit our websitewww.captrustadvisors.comor contact Chris [email protected] for more information.

For more than 30 years, New Horizons hasoffered an extensive selection of vendor-authorized computer training and certificationsfor top technology providers, such as Cisco,Citrix, Microsoft, and VMware. In fact, we areMicrosoft’s largest training provider, deliveringmore than 40% of all authorized MS trainingworldwide. New Horizons continues to expandour offerings, locations and solutions to meetthe growing demands placed on yourorganization and employees.For more information please contact:Peter TonkinGeneral [email protected]

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Your HR“Insourcing” PartnerYou have significant workforce needs, which weunderstand better than anyone from working withover 500 employers like you. We partner with you tomeet those challenges in a flexible, affordable, andpersonalized way, so you can keep costs downwithout cutting corners. Plug us right in, you willsee an immediate impact. • Recruiting & Retention Services to Strengthen Your Workforce• Compensation and Benefits Services• Predictive Index® Certified Partner• Area’s Leading Provider of Supervisory,Management, and Harassment Training

• HR Compliance Experts to Support Your HR Staff

MidAtlantic Employers’ Association234 Mall Blvd., Ste. 200 • King of Prussia, PA 19406800.662.6238www.meainfo.org

Ironview Capital Management(Ironview) is a diversified financialadvisory firm that specializes in corporate retirementplans. Ironview provides clients with a boutique andhands-on experience while affording clients the samelevel of advisory expertise available to both Fortune 500corporations. The firm’s guiding principles are basedupon holding clients’ interests paramount while providingindependent and expert guidance. As a member of theplan’s Investment Committee, Ironview’s team alsodelivers a suite of “best practices” with respect to plandesign and management, fiduciary liability management,investment management and vendor selection inaccordance with ERISA law.For more information contact:Stephen Stulb, AIF® PrincipalIronview Capital ManagementP: 215.793.0111 Ext. 104 • C: [email protected] • www.ironview.com

Trion is a leader in the employee benefitsmarketplace, developing innovative solutionsthat simplify benefits and risk management forlocal, regional, and Fortune 1000 companies.With ten offices nationally, more than 400associates, our core services focus on health andwelfare benefits plans, large-employer disabilityand life programs, benefits administration,communications, and voluntary benefits services.Through each of these areas, we combineadvanced consultation, brokerage, administration,and risk management services to help clientsreach a favorable balance between theirinsurance and benefits programs and toprovide long-term value to their business.For more information contact:Mike SchuppTrion Group, a Marsh &McLennan Agency, [email protected]

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CSS is very excited to learn more about the4 T’s every year our participation rises so thatwe can learn and collaborate with some of thegreatest talent!Since 1994, CSS has been a Professional Staffing& Search Company offering contractors, temporaryassociates and direct hire solutions, nationally. Wehave successfully built relationships to be identifiedas a leader in talent acquisition partnerships.To our clients we offer customized sourcingrecruitment strategies & skills assessments,requisition management, project recruitment,Manager Service Programs (MSP) and VendorManagement Supplier (VMS). We specialize, butare not limited to niche recruitment primarily inhealthcare, technical, financial and servicesindustries.• Human Resources • Graduates & Students• Accounting & Finance • Technical• Sales & Marketing • Salesforce.com• Call Center & Office • Agile“I greatly appreciate Contemporary Staffing.I have been with many agencies and Contemporaryis by far the most productive company I have everworked with. I get calls not only from the officeI registered with but from other offices that seemy work ethic and experience, that would like tooffer me opportunities in the surrounding area.Now if that isn't wanting the best for your staff,agents, and customers I do not know what is! eep up the good work!” – CSS Candidate

Evan Violette610.832.2500eviolette@contemporarystaffing.comwww.ContemporaryStaffing.com

West Chester University now offersa Master of Science Degree inHuman Resource Management!West Chester University’s 30-credit onlineMaster of Science in Human ResourceManagement is accredited by the Associationto Advance Collegiate Schools of Business(AACSB) and aligned with the curriculumstandards developed by the Society forHuman Resource Management (SHRM).Students can earn an M.S. in Human ResourceManagement by successfully completing all8 core courses (24 credits) and 2 electivecourses (6 credits). Most M.S. students pursuethe degree on a part-time basis while continuingto work full time. For that reason, the curriculumis offered entirely online in a seven-week format.The program is ideal for human resourcesprofessionals looking to advance in theircareers, or for managers who need to acquireskills to address human resource issues withintheir organizations.For more information contact:Susan R. Fiorentino, J.D.610.425.5000 [email protected]

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At UPMC WorkPartners, we’re constantlysearching for and developing new ways toaddress the health and productivity needs ofcompanies. It’s this commitment to innovativethinking that has allowed us to achieve improvedoutcomes and greater results for our clients.It’s also the reason we have been, and continueto be, a leader in workplace health andproductivity solutions that include absencemanagement, workers’ compensation,employee assistance and wellness programs.For more information contact:Deborah [email protected]:[email protected]

Villanova University provides leading educationfor HR professionals in the form of a time-tested,highly respected graduate degree in HumanResource Development and professionalcertificate programs. The Graduate Programs in Human ResourceDevelopment boasts over 2500 graduates inbusinesses ranging from healthcare to technologyand finance. The graduate program balances theoryand practice with a focus on emerging trends withprofessors active in the industry. Offered bothon-campus and online, students have the flexibilityto complete the degree at their own pace.Our graduate HRD courses also count towardsrecertification credits for both SHRM and HRCIcertifications. Students looking for professionaldevelopment can take courses for recertificationcredit that can later be applied toward a degree.The non-credit professional certificate programs,Essentials of HR and Professional HR Management,are designed for HR professionals in differentstages of their careers. Our Essentials course isideal for entry level HR professionals or for thoselooking to enter the field, and provides a broadoverview of the profession and a solid knowledgebase. The Professional HR Management courseis for experienced HR professionals, as well asHR professionals preparing to earn SHRM-CP®or SHRM-SCP® certification.For more informationvisit www.gradhrd.villanova.eduor hrstudies.villanova.edu

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At NFP, our solutions and expertise are matchedonly by our personal commitment to each client'sgoals. With over 100 local benefit professionals,NFP is the largest privately held employee benefitfirm in the Philadelphia area. We’re a leadinginsurance broker and consultant that not onlyprovides health and welfare benefits consulting,but property & casualty, retirement, and individualinsurance and wealth management solutions.NFP has more than 3,400 employees with officesaround the country and in Canada and the UK.Our expansive reach gives us access to highlyrated insurers, vendors and financial institutionsin the industry, while our locally based employeestailor each solution to meet our clients' needs.We’ve become one of the largest insurancebrokerage, consulting and wealth managementfirms by building enduring relationships with ourclients and helping them realize their goals. Please contactRich KreksteinVP Corporate Benefitsat 267-482-8389 with any questions.

Innovative Benefit Planning is an employee benefitplanning and financial services company thatcombines innovation with integrity for companiesnationally and internationally. Our people andexperience, coupled with sound financial advisoryservices, have helped thousands of organizationsand their employees achieve their employee benefitplanning goals and more. Heading up InnovativeBenefit Planning are two partners in every sense ofthe word – Terriann Procida and Mark Sulpizio.Both Terriann and Mark believe that doing what’sright for people is the key to long-term relationshipswhere everyone benefits. For this reason, they bothenjoy a sterling reputation for their work ethicintegrity, credibility, and experience. This has beentheir trademark within the benefit planning andfinancial services industries for a combined 40+ years.Mark and Terriann are the Innovative Benefit Planningfounders that prove their family-owned business knowshow to best care for the individuals and families whotrust them to make the right decisions on their behalf. Whether you are with an organization’s HumanResources Department who wants to know you aregetting competitive rates or reduce the time youspend dealing with insurance claims or an employeeof a company who needs to know you are takencare of, Innovative Benefit Planning believes in thestrength of being an advocate to our clients, beingaccountable to them, and ultimately doing what’sright for each and every individual.As clients large and small will attest, when it comesto the goals for your business, Innovative BenefitPlanning is a trusted source focused on makingyour business better – the Innovative way.For more information contact:Sean [email protected] • 856.840.6040Ryan [email protected] • 856.242.3332

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For nearly 50 years, Kistler Tiffany Benefits hasbeen a trusted leader in the market of employeebenefits consulting for companies in PA, DE,and NJ. Industry Expertise Our leverage and access to insurance carriers isunprecedented given our volume of business inthe region. This provides us with a substantialadvantage and influence in negotiating the bestpossible terms for our clients. Kistler Tiffany Benefits’ Compliance team assistsclients in keeping up-to-date regarding theircompliance obligations as an organization.Clients are informed in real-time of any laws orregulations that may impact their employeebenefit program. Customer-Focused

Our business was built on the foundation ofcustomer intimacy. We work hand-in-hand withour clients to find long-term strategies andsustainable solutions that control costs and aretailored to fit within a company’s existing culture. Financial Management

From fully insured to self-funding, level premium,consortiums, captives, and PEO’s, we work withclients to determine which custom designed planbest meets our clients’ needs and budget.For more informationvisit www.ktbenefits.comor call 1.800.396.4309

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Global Employment Solutions is a leadingprovider of professional staffing services. With Global Employment Solutions you getunlimited global reach with an extensivenetwork of resources, industry specializationand personalized service. As a preferredstaffing partner to local companies, multinationalcompanies, and government agencies, ourstreamlined recruiting process is efficient andquickly delivers qualified candidates who arethoroughly screened and prepared. GlobalEmployment Solutions is a reliable staffingpartner you can trust.We create relationships with the talent andorganizations in our communities and thenconnect these organizations with the talentthey need to achieve their results. We createconnections with talent by combining decadesof networking in our local markets, talent referralsfrom our network, industry-leading utilization ofsocial media and technology platforms and arelentless pursuit for the best talent.The results we have achieved on behalf ofour clients and talent have enabled us tobecome one of the largest and fastest growingcompanies in our industry in the past five years.We specialize in consulting, temporary staffingand permanent staffing solutions. Learn more at www.gesnetwork.comor feel free to contact: Suzanne Gleason, Division Director

(O) 610.822.1202(C) [email protected]

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Penn State Great Valley School of GraduateProfessional Studies extends the resources andreputation of one of the nation’s leading researchuniversities to the greater Philadelphia area. We offermaster’s degrees and graduate certificates in business,big data, engineering, finance, healthcare, leadership,and technology. A variety of non-credit professionaldevelopment programs such as Lean Six Sigma,project management, leadership development,and agile business analysis are also available.Our evening and Saturday courses are offered ina flexible, step-in step-out format to meet thedemands of work, family, and life in general.Our outstanding faculty members teach valuablepractical skills, share cutting-edge knowledge, andwork with corporate, government, and educationalneighbors to address real-world problems andenhance employee performance.Penn State Great Valley School of GraduateProfessional Studies is accredited by the MiddleStates Commission on Higher Education, and ourmanagement division is accredited by AACSBInternational.Located in Malvern, the campus is convenient tomost working professionals in southeasternPennsylvania because of its proximity to Route 202,Route 30, I-76, I-476, and the Pennsylvania Turnpike.Penn State Great Valley also offers exceptionalconference planning services, enhanced by facultysupport and state-of-the-art technology and facilities.We help businesses and organizations create and planmeetings, events, and customized training sessions.For more information please contact:Programs:[email protected] • 610.648.3200Conference Services:[email protected]

Peripheri provides solutions to companies thatwant to recruit, retain and develop the besttalent and advance their organizational culture.A full service talent management firm, we aredeeply committed to advancing the quality of ourclients’ internal synergies. We leverage our 30-plusyears of business psychology and IT architectureexperience to deliver proprietary, scientificmethods of assessing, analyzing, and developinga company’s human capital.Our customized pre-placement assessmentpackages provide highly accurate insights fortalent suitability decisions. Then, once talentis placed, our business psychologists delivercoaching to enhance a contributor’s levelof integration and effectiveness related toleadership, management and teaming.Complementing our evaluative accuracy,Peripheri Performance™, our hire-to-retiretalent guidance system, then supports acontributor’s growth and contribution. Mergingour three decades of validated testing data withour library of proven job competencies and astreamlined IT platform, Peripheri Performance™maximizes the favorable impact of the people-development process. Boasting a fully automatedtalent performance shaping system, PeripheriPerformance™ is fully customizable, simplifiesthe talent guidance process, and is directly linkedto more favorable business results. Our expertise can be reached [email protected] 610-792-9050ask for Ross DeSimone

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Digital Benefit Advisors delivers a powerful newapproach to employee benefits by combiningthe commitment of experienced, local marketadvisors with the sophisticated technology andresources of a respected national firm.Employers receive access to a broader varietyof carriers, dynamic tools, proprietary productsand the ability to effectively navigate thecomplexities of health care reform. No oneunderstands your local landscape better thanour senior-level advisors who work closely withyou to devise creative and strategic solutions tomeet current and emerging needs. Experienceexceptional value, increased confidence andcontrol of your long-term benefits and riskmanagement challenges. We bring togetherall the elements required for game-changingindustry innovation that transforms thebenefits experience for your organizationand your employees. For more information contact:Michael Steinberg, [email protected], extension #2.

For over a decade, Saint Joseph's University hasbeen among the few universities in the regionto offer an advanced education in human capitalwith a strategic, business context. As a result, thisprogram has evolved to address the demandfor aspiring and current business leaders toleverage human capital at both the individualand organizational level. This focus prepares21st century professionals to drive organizationalperformance at all functional areas, from humanresources to operations, from sales and marketingto finance, and from production to customerservice. This program is available online and GMATwaivers are now being offered.To learn more about the Master of Sciencein Managing Human Capital Programat Saint Joseph's University,please contact Dr. Patricia Raffertyat [email protected].

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KMRD Partners (www.kmrdpartners.com) isa boutique human capital solutions and riskmanagement firm headquartered in Pennsylvania,with over 600 commercial clients nationwide.Our human capital practice provides organizationswith solutions that focus on understanding theirbusiness strategy and how their human resourcesstrategy can support organizational performanceobjectives, through four practice areas:Learning and Development works with clientsin completing a learning needs analysis anddeveloping learning programs that fosterindividual, team and organizational development.HR Advisory Services assists organizations withsound and effective human resources programsand practices; while also providing consultationson human resources compliance matters,including HR program effectiveness assessments,employment practices liability risk management,compensation program design reviews andemployee engagement analysis. Employee Benefits Advisory analyzes, designs,builds, and implements client-focused employeebenefits solutions.HR Compliance addresses risks, duties andobligations clients face as plan sponsors andemployers, while providing an array of ongoingsupport and consultations on HR compliance issues.Services range from developing and updatingemployment policies, procedures and practicesto creating legally compliant recruiting, hiring,disciplinary and termination procedures.For more information please contact:John E. Garber, Jr., CSP, SPHR, SHRM-SCPKMRD Managing Director,Benefits & Human Capital Solutions267.486.7018 or [email protected]

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7:30AM - 1:30PM Complimentary Headshots ...........................................Art Gallery, 2nd Floor8:00AM - 8:05AM Opening Remarks .........................................................................Main Lobby8:05AM - 9:35AM HR Perspective Panel........................................................Musser Auditorium9:35AM - 9:45AM Break.............................................................................................Main Lobby9:45AM - 11:00AM Session 1

A Cultural Evolution.Do you need to transform your culture too?....................Musser AuditoriumLaura ThieleHow Technology can be used to TransformBenefits Administration in HR.........................................................Room 205Rich Gordon & Rich KreksteinIdeas On Compensation Other Than Salary....................................Room 208Ronald E. Lang

11:00AM - 11:15AM Break.............................................................................................Main Lobby11:15AM - 12:30PM Session 2

Recruiting 2025.................................................................Musser AuditoriumMarcia Zaruba O’Connor How Federal Regulations Are Transforming The Workplace..........Room 205Julie Kinkopf, EsqCampaigning For HR Technology:Get The Votes Needed To Implement ............................................Room 208Toni Banket & Christopher Young

12:30PM - 1:30PM Lunch.............................................................................................Main Lobby1:30PM - 2:45PM Session 3

The Best Investment For Your Business - HR ....................Musser AuditoriumKatherine Martini Miles & Karen MagisoThe Gender Bonus ..........................................................................Room 205Clare NovakBuilding Community in Virtual & Traditional Organizations:How do you keep workers connected when they are apart?.........Room 208Lawrence Cozzens, Ph.D & Bethany J. Adams

2:45PM - 3:00PM Break.............................................................................................Main Lobby3:00PM - 4:15PM End of Summit: Keynote Speaker

Code of Conduct and Business Ethics ..............................Musser AuditoriumJonathan A. Segal, Esq.

A G E N D A

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Greater Valley ForgeHuman Resource AssociationGVFHRA is proud to serve our members as thepremier regional forum for leadership, education,and advancement in the field of Human Resources.We are an organization comprised of professionals inthe areas of employment and placement, compensation,benefits, employee labor relations, and training andorganizational development. As an affiliate of theSociety for Human Resource Management (SHRM), aninternational organization of more than 250,000 humanresource professionals, GVFHRA provides informationand education on topical issues and current trends forour members to develop professionally. Our meetingsand seminars also provide peer networking opportunities.With as many as 500+ members, GVFHRA is anaward-winning chapter and a leading voice of humanresource professionals and students representingcompanies located in Bucks, Chester, Delaware,Philadelphia and Montgomery Counties in PA aswell as from New Jersey and Delaware. GVFHRA isdistinguished by strong professional developmentprograms and a welcoming atmoshere.If you are not a member of GVFHRA, why not jointoday? Our monthly dinner meetings are a wonderfulway to support and advance your career throughnetworking opportunites. Most importantly, we saythank you to our members for your continued supportin helping make us a SHRM Excel Award Chapter.Visit us at www.GVFHRA.org

A B O U T U S

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PANEL&SPEAKERS

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Dean M. Becker

Vice PresidentCorporateBusiness DevelopmentKelleher Associates, LLCDean Becker is an accomplished executive and consultant withmore than 25 years of experience delivering executive search,training and executive coaching services to organizations andindividuals worldwide. Dean is responsible for representingKelleher’s services to corporations across the Delaware Valley.

Dean is also a recognized expert in the field of individual andorganizational resilience, having co-founded AdaptivLearning Systems, and having directed the development anddelivery of Adaptiv’s research-based resilience assessments,coaching and training programs.

Prior to creating Adaptiv Learning Systems, Dean foundedand ran Preferred Medical Services, a physician billing andpractice management firm that provided diversifiedbusiness services to physician groups and health systemsthroughout North America.

Dean holds an MBA in Medical Group Management fromUniversity of St. Thomas, and a BA in Psychology fromFranklin & Marshall College.

In addition to his active participation with SHRM andPSPS, Dean sits on the Board of Directors, and ExecutiveCommittee, and chairs the Marketing Committee, of thePhiladelphia Freedom Valley YMCA. Dean is also Chairmanof the Board of Supervisors in Perkiomen Township, PA.

P A N E LM O D E R A T O R

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H R P E R S P E C T I V E P A N E L8 : 0 5 A M - 9 : 3 5 A M

Approved for 1.5 HRCI Business Credits/SHRM PDCs

Erica Freedman, Psy.D.Vice PresidentTalent & OrganizationalDevelopmentDay & Zimmermann

Erica Freedman is an outcome-oriented OrganizationalDevelopment leader with a background in appliedpsychology. She has over 15 years of experienceimproving individual and organizational performancethrough building trust, fostering insight, promotingsystemic thinking, and challenging the status quo.

Dr. Freedman has worked in a variety of industriesincluding Energy, Construction, Financial,Manufacturing, and Service. In 2013, she becamethe leader of Talent and Organizational Developmentfor Day & Zimmermann, a $2.5B Philadelphia-basedfamily company with 25,000 employees that deliversa broad spectrum of industrial, defense and workforcesolutions to commercial and government customers.Her work has focused on building change capabilities,organizational effectiveness, and leader developmentto promote change and growth.Dr. Freedman earned her Doctorate and Mastersof Clinical Psychology from Nova SoutheasternUniversity and holds a Bachelor of Arts fromMuhlenberg College.

Mary Villa, GPHRUS Headof Human Resources Adaptimmune, LLC

Mary Vila is a global human resources leader, withparticular expertise in organizational change andgrowth, business turnarounds, mergers andacquisitions, and development of leaders. Mary iscurrently the US Head of Human Resources forAdaptimmune, LLC, an immunotherapy oncologybiotech company with headquarters in the UK andUS. For 6 years prior to her joining Adaptimmune,

Mary was the Vice President of Human Resourcesfor Theorem Clinical Research, a mid-sized contractresearch organization where she developed and drovethe strategic direction of global human resources. Mary is a business-centric HR Executive with atrack record of achievements that help to drivecompany capabilities, profitability and growth.She’s an energetic, results driven leader known forbuilding trusting relationships and fostering thetalents of others to achieve positive business results.Mary is GPHR certified, and is currently enrolled inIPEC, an ICF accredited executive coach trainingprogram. She has a Bachelor of Arts in Psychologyfrom La Salle University, and has taken courseworktowards a Masters in Organizational Dynamics fromthe University of Pennsylvania.

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Christopher M. LeadySPHRGlobal TalentManagement ExecutiveCampbell Soup Company

Christopher Leady is a highly experienced HumanResource Executive with an impressive track recordof more than 15 years of hands-on experience inHuman Resources, Talent Management, OrganizationalDevelopment and Leadership Development.Christopher joined Campbell in 2010 as Manager-Talent Management and Organizational Effectivenessand Learning, and he was named Director-TalentManagement and Organizational Effectiveness for

Campbell Europe in 2012. Following his role in Europe,Christopher was named Campbell’s Leader of GlobalTalent Management, Learning and Development, in2013. Christopher defines and implements Campbell’sprogressive Talent Management and developmentstrategies, focused on aligning human capital as a keydriver of business results. Christopher is recognizedas an executive-level consultant and subject experton talent management, learning, performance andengagement best practices.Christopher earned his bachelor's degree inbusiness administration, with a minor in humanresource development, from Rowan University andhis M.S. degree in organizational dynamics, with aminor in leadership development, executive coachingand strategic human resource solutions, from theUniversity of Pennsylvania.

Lance GelnettRegionalVice PresidentWorkdayMid-Atlantic Region

In this leadership role Lance has overall responsibilityfor Workday prospects and customers in theMid-Atlantic.He has more than 18 years of enterprise softwareand technology experience including ERP, CRM,Analytics and SaaS Cloud computing. For 13 yearsprior to joining Workday, Lance held positions ofincreasing responsibility at Oracle.

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Rich GordonConsultantNFP Corporate Benefits

Rich KreksteinVice PresidentNFP Corporate Benefits

Approved for 1.25 HRCIGeneral Credits/SHRM PDCs

How Technology can be used toTransform Benefits Administration in HRRoom 205 - St. Joseph’s University RoomHR professionals are facing many challenges in theworkplace. Benefit plans are becoming more costlyand more complicated. The amount of time andmanual effort involved in managing routinetransactions can be time consuming and prone toerrors. Millennials and tech-savvy older workers areprocessing information differently. Case study reviewswill help participants learn about the kinds oftechnology available to employers to help aid inthese challenges. Technology is a powerful tool thatcan enhance HR processes, improve the employeeexperience and engage the entire employeepopulation including millennials. By the end of thepresentation, attendees will understand how toleverage various technology resources to managetwo of the biggest hurdles facing HR professionals,1) Communication and Behavioral Change,and 2) Managing Transactions.

Laura ThieleSenior HR DirectorSAP Ariba

Approved for 1.25 HRCIBusiness Credits/SHRM PDCs

A Cultural Evolution.Do you need to transform your culture too?Musser Auditorium - KMRD Partners, Inc. RoomThis presentation will provide a clear understandingof a business in major transformation and how HRpartners can guide the business to be people focused.You will be able to assess your organization on amaturity curve to understand where your businessis and understand what it needs to go throughtransformation. Many businesses are going throughtransformation. Concrete ideas will be presented thatyou can use immediately to ensure their businesssucceeds during transformation such as leadershipmindset – the leader is driving this cultural evolution,clear business goals, clarity on expectations on howpeople operate (SPEED), ambassador concept, ideason how to drive cultural change through engagement.Participants will be able to teach others how to builda culture transformation strategy and gain alignmentfor transformation, teach others how to leverage aunique concept of ambassadors/change agents in thebusiness to drive transformation and teach others howto measure success of the transformation.

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Ronald E. LangPrincipalAtlas WealthManagement, LLCInvestment Advisors& Estate PlannersApproved for 1.25 HRCIGeneral Credits/SHRM PDCs

Ideas On CompensationOther Than SalaryRoom 208 - Digital Benefits Advisors RoomThis presentation will discuss Top Ways to providean alternative way to compensate new andprospective employees. The information is presentedin its simplest form as Ron Lang has an unorthodoxapproach to providing humor to complex content. In this era of the war for talent it is important tocome up with new and creative ways to attract,retain, reward and motivate new and prospectiveemployees. There is more than one way to thinkabout compensation such as salary and benefits.Being able to provide the flexibility of differentcompensation offerings will make your companymore competitive to acquire and retain the talent. The presentation will provide some case studiesso human resource professionals can relate to theexamples provided. These case studies will besimple to understand and provide insight todifferent compensation ideas such as using GroupLife Insurance, Defined Benefit Plans and 401(k)Plans to compensation employees uniquely. Participants will be able to confidently have theknowledge to affect change by having additionalcompensation tools to offer new and prospectiveemployees.

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Marcia Zaruba O’ConnorCEOThe O’Connor Group


Recruiting 2025Musser Auditorium - KMRD Partners, Inc. RoomThis session provides both an overview of the stateof recruiting’s future, what is already under way,and what employers can specifically do to positionthemselves to capitalize on the trends andopportunities while circumventing and addressingobstacles. Participants will understand what therecruiting landscape will look like, changingexpectations, values of both workers and employersand what will the workforce be comprised of a decadefrom now. The presentation focuses on analyticalapproaches and emerging technology that facilitateshigh ROI methods and strategies to improve talentassessment accuracy and retain the right talent.

Julie Kinkopf, Esq.PartnerWeber Gallagher


How Federal RegulationsAre Transforming the WorkplaceRoom 205 - St. Joseph’s University RoomThis presentation will provide information about howregulatory bodies such as the EEOC, NLRB and DOLare using new interpretations of established statutesto transform the workplace. It includes real-worldexamples of workplace policies that have beeninvalidated by federal regulators and will helpparticipants understand how to protect theirorganizations from increased governmental scrutiny.One example is the EEOC’s new interpretations ofTitle VII to protect sexual orientation, gender identityand gender expression. Another example is the EEOC’sproposed expansion of EEO-1 reports to include wageinformation in an attempt to combat disparate paypractices. Yet another example is the NLRB’sinterpretation of the National Labor Relations Actprotection of concerted activity to increase scrutinyof employer policies—even in non-union workplaces.These are major issues that impact employers and thisprogram will provide basic information about the statusof the changingemployment law landscape. It will alsoprovide information for attendees about how they needto respond. Participants will be know what changesthey need to make to their workplace policies tocomply with changing regulations; recognize thebiggest areas of risk for employers and how to reactto protect their organizations.

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Toni BanketLead, Talent Acquisition – USSandvik, Inc.

Christopher YoungVP of MarketingRIVS


Campaigning For HR Techology:Get the Votes Needed to ImplementRoom 208 - Digital Benefits Advisors RoomThis presentation will talk about HR technology andhow to specifically make sure decision makers andinfluencers really understand how they can go aboutbuilding the right business case as well as how theywill go about getting the right approvals. Manypresentations talk about the various case studiesof implementing a technology, but fail to help othersunderstand how they came to match the technologysolution with the Human Resources problem, meetthe vendor, build the business case and implementthe solution. This presentation will create a highlyinteractive and open environment for questionswhile they talk about how Sandvik identified a seriesof key issues in the U.S., decided what technologiescould help, and built a business case around themthat ensured it would create a positive ROI.

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Karen MagisoSPHREmployment Relations andCompliance Specialist Vanguard

Katherine Martini MilesGPHRSenior Human ResourcesProject Manager VanguardApproved for 1.25 HRCIBusiness Credits/SHRM PDCs

The Best Investment For Your Business - HRMusser Auditorium - KMRD Partners, Inc. RoomThis presentation will be interactive with a mix casestudy on best practices and lessons learned, leadingthe participants through a table exercise to identifyhow they can promote “investment” of HumanResources into the business. The case study isbased on the following situation:In 2015, Vanguard’s Finance division undertook astrategic review of its procurement and sourcingfunction and concluded that a significant transformationwas required. As the work turned from strategy toimplementation, the business created an OrganizationReadiness team to support all people aspects of thechange along a multi-year journey. Human Resourcesand Finance partnered to “embed” a Human Resourcesprofessional as lead of the team; because this resourcebrought several years of HR experience and relation-ships, especially in the employee relations and talentareas, into the business role, the project timeline couldsupport a more aggressive timeline without increasedrisk. Overall, ability of the business transformationproject team to achieve its goals and objectivesincreased and the impact of HR’s partnership wasmaximized, thereby making HR the best investmentfor the business.

Clare NovakPresidentNovak and Associates


The Gender BonusRoom 205St. Joseph’s University Room

With the gender pay gap closing at a rate that makessnails look speedy, explore what more companies cando to close the gender gap. Perceptions people maynot even be aware of can skew the selection of jobcandidates, high potential leaders, and Board Members.

Learn brain science based gender differences, whichdifferences are more “hard wired” and tools that canhelp move people beyond perceptions and intobehaviors that leverage the best of the differences.Use one or more tools to experience the impact ofperception and mental models on HR processes.Learn additional tools to bring equity to selectionprocesses including hiring, development, andidentification as high potential employees andpromotion. Participate in a selection processactivity and experience potential equity impact. Equally important, know the bottom line businessreasons why your organization will benefit from a moregender balanced workforce. If women participated inthe global workforce in the same numbers as men, itwould add 28 TRILLION dollars to the global economy(UKAID Department of Development). Equity is boththe right thing to do AND it contributes to the bottomline. Numerous studies have documented the businessbenefit of gender equity. Gender equity is a bottomline contribution.

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Lawrence Cozzens, Ph.DSPHR, SHRM-SCPAssistant Director& Assistant ProfessorVillanova University,HRD Program

Bethany J. Adams, MAAssistant DirectorVillanova University,HRD Program


Building Community in Virtual &Traditional Organizations:How do you keep workersconnected when they are apart?Room 208 - Digital Benefits Advisors RoomWill half of employees be working remotely by 2020?This is the direction the future workforce seems to bemoving to. Organizations now more than ever needto focus on building community beyond the physicalwalls of the business. This session will focus on a modelof community and the experience of the presenters’that can be applied to both virtual and traditionalwork environments. Interactive technology will bedemonstrated that can be used to help remoteworkers fully engage in their organization and helptraditional workers engage with remote employees.

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Jonathan A. Segal, Esq.Partner, Duane Morrisand Managing PrincipalDuane MorrisCode of Conduct and Business EthicsMusser Auditorium - KMRD Partners, Inc. RoomApproved for 1.25 HRCIGeneral Credits/SHRM PDCsAn increasing number of employers are developingCodes of Business and Ethical Conduct (“Code” or“Codes”). They can be very helpful in establishingculture and as evidence of your good faith effortstoward legal compliance. But developing the Codecan be deceptively complex. There are decision pointson what belongs in the Code, how much detail toinclude, how to ensure consistency with otherdocuments and agreements, whether and how toreference policies not in the Code, etc. This presentationwill talk about some (a) common elements in mostCodes; (b) decision points for employers to consider;(c) areas outside of employment that should beaddressed; and (d) the 10 most common mistakes thatwe have seen employers make in drafting their Codes.Finally, the program will touch upon how the Code mayplay out in government investigations in general andrecent guidance from the Department of Justice oncriminal investigations.

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Todd Zimmerman10 Thomas Avenue, Bryn Mawr, PA 19010

Studio: 610-788-2283

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U P C O M I N GG V F H R A E V E N T S

YOU WON’T WANT TO MISSThursday, November 3rd

Breakfast MeetingTuesday, November 15th

DinnerTuesday, December 13th

Holiday Networking& Silent Auction

Check the events tab atwww.gvfhra.org

for more info!

1110THURSDAY

Register and find out more atGreatValley.psu.edu/InfoNight

MAIN BUILDING 30 East Swedesford Road, Malvern, PA 19355

Penn State encourages qualified persons with disabilities to participate in its programs and activities. If you anticipate needing any type of accommodation or have questions about the physical access provided, please contact Joann Kelly at 610-648-3315 in advance of your participation or visit.

5:30-7:30 PM1110