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PEBA's 28th Annual Forum
Tuesday April 20, 2010
The Philadelphia Marriott
12th & Market Streets
Speakers
Morning Sessions
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Opening Speaker:
Social Media: Why Does it Matter in HR? |
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Frank Roche
Managing Partner
Ifractal
Frank's career has had a few twists and turns. He started
out as a polymer physicist. Worked as a director of Total
Quality. And he's spent a long time in HR communications.
All of that was preparation for when Sarah Chambers and he
cooked up the idea for IFRACTAL over a hot chocolate at a
book store six years ago. Prior to interrupting the pattern
at IFRACTAL, Frank led Mercer's Human Capital Practice in
the Netherlands and was the Communications Leader for
Continental Europe. Before that, he worked at Hewitt
Associates and USA Today. Frank has a B.A. in communications
and an M.A. in journalism and mass communications from the
University of South Carolina. He also has a degree in
chemistry.
Frank was a professional dog handler for a number of years.
And he's an origami master. |
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Mass Career
Customization: Career-Life Fit |
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Josh Haims
Senior Manager, Deloitte Consulting LLP
Leader National Learning and Talent Development
Josh is a Senior Manager in Deloitte Consulting’s
Organization & Talent Practice. He leads the US Learning and
Talent Development Market Offering for Deloitte Consulting
and serves as the Global Senior Manager Sponsor of the Human
Capital Value Map. He is the lead Senior Manager for the
Deloitte Talent Development Portfolio and Serves a number of
key global commercial clients including The World Bank, AIG,
and Johnson & Johnson and has served a number of key global
clients for Deloitte including MasterCard International,
American Express, Zurich Insurance, Freddie Mac, and others
as a Financial Services Major. With more than 14 years of
consulting experience he has deep expertise in supporting
clients with broad based enterprise learning strategies,
technology adoption, risk management and regulatory adoption
and design issues, communications and change management, and
design of talent strategies across the talent lifecycle. |
 
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Melissa Ackerman
Senior Manager
Deloitte Services LLP
Melissa Ackerman is the national Program Leader for the
implementation of Mass Career Customization within the
Deloitte U.S. Firms. She has over 19 years of experience in
talent and operations consulting in a wide variety of
industries. Melissa specializes in the development and
implementation of solutions that address enterprise-wide
transformational efforts and the performance of the Human
Resources function. Her areas of specialty include:
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Facilitating corporate change initiatives
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Advising on and implementing career-life fit solutions
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Creating broad-scale talent development solutions including
talent review, performance management and succession
planning
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Developing and implementing HR service delivery models
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Assessing and redesigning business processes |
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Integrating
Services and Maximizing Participation- Employer, Carrier, &
Wellness Provider Presentation |
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Carol
A. Staubach, MPH
Senior Vice President - Consultant
WellNow, LLC
Carol
Staubach is a senior level health consultant with extensive
experience in the design and delivery of integrated health
risk management programs. She is adept at analyzing and
modifying an organization’s existing processes to reduce the
direct and indirect costs associated with poor health.
Carol has developed
future-focused health promotion and disease management
products to deliver health counseling and educational
interventions for employers and health plans. She has
assisted employers and third party administrators in
developing and implementing effective wellness, disability
management, and occupational health and safety programs with
bottom line results. Her experience includes creating
medical case management services, provider networks, and
early Return to Work programs within Workers' Compensation
and non-occupational disability benefits administration.
Carol has a Master’s Degree in
Public Health from the Drexel University School of Public
Health. |
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Rich Uth, SPHR Director of Human
Resources SPS Technologies
Rick Uth, SPHR, is currently Director of Human Resources for
SPS Technologies, Precision Castparts Corporation (PCC),
Jenkintown, PA. Operating over 100 plants worldwide, PCC is
a $7 billion, diversified manufacturer of complex metal
components and products serving the aerospace, power
generation, automotive, general industrial and other
markets.
Rick specializes in human
capital planning and workforce differentiation. His
experience includes leading organizations in transitions
that required consolidations and workforce reductions, as
well as designing aggressive recruitment initiatives for
start-up companies and major expansions in existing
organizations. Rick’s philosophy and focus on employee
relations, understanding the value of inclusive
communications strategy, coaching and development of
leadership at all levels has assisted organizations to
retain talent, reduce turnover and recruitment costs, avoid
unnecessary absences, and experience major reductions in
labor and legal claims.
Rick has
created inter-department process improvement and redesign
initiatives around behavior-based safety and injury
management processes that led to 60 - 85% reduction in
injuries and over a half million dollars in annual savings
among several employers. Rick also specializes in
integrating employee health management with benefits
strategies across the board. He has rolled out
high-deductible health care plans and instituted wellness
and health improvement plans, reducing lost work days
related to illness, disability, and occupational injuries,
as well as reducing avoidable health care claims.
Rick holds
a Bachelor of Science in Economics from Bloomsburg
University, Bloomsburg, PA and is certified as a Group
Benefits Associate (GBA) from the IFEBP & Wharton School of
University of Pennsylvania. |
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Francis T. Ferry
MD MBA CPE CHIE FAAP
Medical Director
Independence Blue Cross
Since 2001, Dr. Frank Ferry has been a
Medical Director with Independence Blue Cross in
Philadelphia, Pennsylvania, a not-for-profit managed care
organization with more than three million members. A South
Jersey resident for 27 years, Dr. Ferry completed his MBA
from Rowan University in 2004.
Dr. Ferry attended
medical school and completed his pediatric residency at The
Johns Hopkins University School of Medicine. He has
practiced general pediatrics in private practice, academic,
and managed care settings. Most recently he has worked
clinically as a Pediatric Hospitalist. Dr. Ferry founded
two pediatric practices and has served as Regional Medical
Director in a staff model managed care organization. He has
taught medical students, pediatric and family practice
residents, and pediatric and family nurse practitioners. At
Rowan University he has taught in the School Nursing
Program. His family practice residents voted him “Teacher
of the Year.”
Dr. Ferry is
Clinical Associate Professor of Pediatrics at the University
of Medicine and Dentistry of New Jersey and a Fellow of the
American Academy of Pediatrics. He is a Certified Physician
Executive with the American College of Physician Executives
and a Certified Healthcare Insurance Executive with
America’s Health Insurance Plans. |
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Incentive
Goal-Setting in Stormy Waters: Strategies to Survive and
Succeed |
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Jeffrey
P. Bacher
Senior Executive Compensation
Consultant
Hay GroupJeffrey P. Bacher is a Senior Executive Compensation
Consultant in the Philadelphia Office of the Hay Group. He
has practice development and project leadership
responsibilities for clients throughout the Mid-Atlantic and
Northeastern United States. Representative clients have
included: Unisys Corporation, Exide Technologies, TTX
Corporation, Nobel Learning Communities, LaSalle University,
XM Satellite Radio and Maxell Corporation of America. Jeff has over twenty years of experience both in consulting
and as a corporate executive. In addition to consulting
experiences with Hay Group, Towers Perrin and Ernst & Whinney (Ernst & Young), Jeff was Vice President of Global
Rewards for Unisys Corporation where he managed all
compensation and benefit programs for 37,000 employees in
over 100 countries. Jeff’s consulting background includes a
wide variety of projects designed to assist clients with the
integrated and effective management of executive
compensation and other reward programs.
Jeff received his MBA
from LaSalle University in Philadelphia and his BA from the
University of Delaware. He is a member of NASPP is a
frequent speaker on compensation topics, and lectures at
both The University of Pennsylvania (Wharton School) and
Villanova University. He has also been interviewed on
executive compensation topics by CNBC and the Bloomberg
Channel. |
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James R. Bowers
Vice President
Hay GroupJim is a leader in Hay Group’s reward practice (both
executive and general workforce). Jim has broad industry
experience, concentrates in the manufacturing, energy, and
chemical sector which he leads. He also leads the North
American job evaluation practice. His consulting focus is to
help clients achieve the highest possible return on its
human resources investment through culture change,
performance management, and reward programs that align
executive and employee interests with organizational and
ownership interests.
Jim works with clients to ensure they have human resources
programs that facilitate engaged performance and create
ownership value. His primary emphasis is helping
organizations manage performance through clear organization
and job design, executive and general workforce remuneration
programs and performance management processes designed to
build human capital, create clarity and sustained high
performance. Jim has over 30 years of consulting experience, including
responsibility for geographic, industry sector, client and
practice leadership. He has considerable expertise and
experience in developing total reward programs and
performance management processes that align executive and
workforce with ownership value.
Jim holds a Master's Degree in Industrial and Labor
Relations from Cornell University with a minor in business
administration. He held a teaching assistantship in
statistics. Jim also has a Bachelor of Science degree in
Industrial Psychology from Pennsylvania State University and
is a graduate of Naval Officer Candidate and Naval Justice
Schools. |
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Legislative Issues Impacting Employee Benefit Plans in 2010 |
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Sanford Walters
Executive
Vice President and Senior Consultant
Kelly Benefit Strategies
Sandy Walters
has more than 30 years of operational leadership and
employee benefits/insurance industry experience. In addition
to his roles as Executive Vice President and Senior
Consultant, Sandy is a valued member of the Kelly &
Associates Executive Management Team.
Prior to
joining Kelly & Associates, Sandy served as Senior Vice
President and Executive Director of United American
Healthcare Corporation (NYSE). While there, he helped
formulate and design a new worker’s compensation managed
care program, earning more than $10 million in net revenue
and employing more than 200 employees in five years. In 1988, Sandy
co-founded Corporate Healthcare Financing, Inc., a national
healthcare-consulting firm. Serving as President until 1993,
he was responsible for its $20 million in net revenue.
Earlier in his career, he was Chief of Operations and
Management Analysis at the Department of Licensing and
Regulations for the State of Maryland. During his tenure, he
played a key role in the restructuring of the Insurance
Division.
Sandy is an active member as well as
serves on the board of the Society of Professional Benefits
Administrators (SPBA). He is a Vietnam veteran and served as
Treasurer and a board member of the Maryland Center for
Veterans Education & Training (MCVET), the country’s first
integrated training center for homeless veterans, for over
10 years.
A graduate of the University of Maryland, Sandy earned his
Master’s in Business Administration from the University of
Baltimore. |
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Annuities in
401(k) Plans - Reaction, Risks and Benefits |
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Michael Wright
National Director of Investment Consulting
Buck Consultants
Mike
Wright is a Principal and Senior Investment Consultant
responsible for client assignments and management of Buck’s
investment consulting business. Buck is an SEC registered
investment advisor with offices in the United States and
non-US locations. Mike is located in the New York office. Mike joined Buck in 1993. He has more than 20 years of
investment related experience.
Prior to joining Buck, he was a Principal with Wyatt’s Asset
Services group. Prior to Wyatt, Mike was a plan sponsor for
Conrail and Mellon Bank.
Mike consults to public and private Defined Benefit and
Defined Contribution pension funds, insurance companies, and
endowments on all investment related issues including
investment policy, asset allocation, manager search, and
performance evaluations.
Mike has a
Masters of International Management from the American
Graduate School of International Management.
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Frank Farmer
Senior Benefits Analyst Day & Zimmerman
Frank Farmer is a Sr. Benefits Analyst at Day & Zimmermann
for the last 4 years. His primary focus in his current role
is oversight for 8 defined contribution retirement plans,
coordinating Investment Committee fiduciary monitoring, and
mergers & integration related to acquisition. Frank also
participates in administration of Day & Zimmermann’s health
& welfare plans and communication & open enrollment
planning. Prior to joining Day & Zimmermann, Frank was a
Benefits Coordinator for Physiotherapy Associates where he
was the day-to-day administrator for health & welfare and
retirement plans.
Frank received his Bachelor of Science in Business
Administration from Shippensburg University, where he
majored in Human Resources Management.
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Harnessing the
Power of Social Networking and Web 2.0 |
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Bernadette Nace,
Mercer
Bernadette is a Principal in the
Philadelphia office of Mercer, specializing in employee
communications. She assists clients in developing and
executing strategies to communicate and manage change.
Bernadette also specializes in compensation-related
communications, including executive compensation, employee
pay and performance management.
Bernadette is a member of the International Association of
Business Communicators. She received her BA and MBA degrees
at LaSalle University in Philadelphia. |
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Debbie
Slappey, Mercer
Debbie Slappey is a Worldwide Partner of Mercer and serves
as the Innovation Leader for the global Workforce
Communication and Change business. She specializes in
helping clients formulate and implement communication
strategies to drive employee engagement from hire to
retirement.
Debbie is
also the product developer for Mercer’s Belong model
– an approach to harnessing the power of online delivery to
improve employee service and engagement. The model is based
on best practice experience with dozens of corporate
intranet sites and brings in the new dimensions of Web 2.0.
It addresses the specific issues that drive effective
communication strategy – personalization, interactivity,
community, speed – across all components of the employment
relationship.
She joined
Mercer in 1995 in New York. Before joining Mercer, Debbie
was a corporate communicator and communication consultant
with another major HR consulting firm.
Debbie has a
BA in journalism and public relations from the University of
Georgia. |
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Scott Turner,
Mercer Scott Turner, a Senior Associate based in Mercer's
Philadelphia office, works with leaders to envision and
create new value by unlocking passion, commitment and
innovation from talent across an organization. Scott's
consulting approach is informed by his experience as an art
director, marketing strategist and Philosophy
professor. Scott is the creative director for Mercer’s
Belong model – an approach to harnessing the power of
online delivery to improve employee service and engagement.
Scott received his B.A. from the University of Richmond and
studied art and philosophy in a Ph.D. program at Villanova
University. Currently, Scott is working on an article
examining the relationship between culture, Web 2.0,
positive deviation and behavior change.
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