Suzanne McCall
Senior Consultant
The Pinnacle Group

Suzanne has extensive experience in facilitating for leading corporations on a number of critical topics including: communication skills, stress management, presentation skills, facilitation skills, meeting management and many others. She specializes in helping individuals and organizations improve the way that they communicate one-on-one, within teams, and to larger audiences. She has worked collaboratively with executive teams to develop and implement programming and full-scale communication plans. Suzanne has assisted professionals in a variety of industries: pharmaceutical executives, engineers, attorneys, physicians, scientists, technology specialists, sales representatives, and more. She has a Bachelor of Fine Arts degree from Florida State University in Theatre. She has been a guest speaker for several organizations including the Pennsylvania Pediatric Association & Philadelphia Association for Women.

Judy Kleemeier
Senior Health Management Consultant
Hewiit Associates

Judy is a Senior Health Management Consultant in the Bridgewater, New Jersey office.  She joined Hewitt in 2008 from Imperial Chemical Industries, a major multi-national chemical company, where she was the Director of Health and Wealth Strategies for the Americas.

Judy has over 15 years of experience and a broad background in health care and retirement benefit strategy, planning, design and administration.  She has completed extensive work in the areas of integrated wellness and disease management strategies, employing data informatics in health care planning, retiree health care design, consumer directed health plans, employee communications and financial plan management.

Judy’s work has been featured in several publications including Strategies@Work, HUB Magazine and Business Insurance.  In addition, her work has earned her numerous awards including The National Business Group on Health President’s Award for Outstanding Employee Communications and the Apex Award for Excellence in Health Care Innovation.

Judy has served on several boards, committees and judging panels including the Global Health Benefit Institute, NBGH Prevention & Health Services Project Advisory Committee, and Best Employers for Healthy Lifestyles Award. Program

Kathy Harte
Senior Clinical Health Care Consultant
Hewitt Associates

Kathy is a senior clinical health care consultant based in Norwalk, Connecticut. She is an expert in  Hewitt’s National Health Management practice in Clinical, Health Improvement, and Measurement.

Kathy has over 30 years of clinical, professional, and consulting experience working with employers, carriers, and third party administrators in the areas of Health and Wellness including: utilization and case management, disease/condition management, wellness (health risk appraisal, health coaching, and health advocacy), behavioral health and total absence management including disability, FMLA, Worker’s Compensation, and incidental absence administration. Prior to joining Hewitt in 2004, Kathy worked for a Fortune 500 employer managing the Absence Management department. She has evaluated, developed, implemented, and integrated multiple health benefits programs and services, utilization and case management programs, on-site occupational health services, return-to-work programs, and established benchmark standards to measure performance. She has developed and implemented technology solutions for tracking and managing employee absences.

Kathy is a Registered Nurse, has a BS degree in Behavioral Sciences and an MS degree in Business Administration with a concentration in Human Resource Management. She is a member of the National Business Group on Health and a board member of NBGH’s Institute on Health, Productivity, and Human Capital, Academy of Certified Case Managers (ACCM), and The Society of Human Resource Management (SHRM). She has been a speaker at regional and national conferences on a variety of health management topics.

Tara Flagg
Benefits Analyst
Teva Pharmaceuticals

Tara Flagg joined Teva Pharmaceuticals in 2009 as a Benefits Specialist.  She is currently responsible for Teva’s Disability programs and the Health and Wellness initiatives including the Maternity Management, Condition Management, Weight Management and Smoking Cessation programs that provide service and support to 6,500 employees and their families.

Tara is a graduate of Temple University, with over twelve years of experience in the Disability Insurance market.  Prior to joining Teva, Tara managed the Self –Funded Disability Plans for the Philadelphia Inquirer & Daily News.

Dea McKenzie
Vice President, Marketing and Communication.
ORC

Ms. McKenzie specializes in the strategic planning, creative development, and execution of employee communications. Her 18+ years’ experience includes business-to-business marketing and advertising, as well as assisting many Fortune 100 clients with communicating compensation, health and welfare, and retirement programs. Prior to joining ORC, Ms. McKenzie headed the New York Region Communication Practice of another major international consulting firm.

Ms. McKenzie led the effort to develop ORC’s Virtual International Compensation Knowledge Instructor (VICKI), a unique, interactive Web-based tutorial that clearly explains the complex matter of expatriate pay. VICKI recently received two Gold Astrid Awards for Design Excellence from the respected International Academy of Communication Arts and Sciences (MerComm, Inc.), as well as an APEX Award of Excellence in the Web & Electronics Publication category.

Ms. McKenzie’s work has been recognized through various industry awards, including Employee Benefit Communicator (EBC), the International Association of Business Communicators (IABC), Pensions & Investments magazine, and the International Television and Video Association (ITVA). A print campaign she developed for Hard Rock Café was featured on ABC World News Tonight with Peter Jennings, CNN, Japanese Public Television and at the National Savings Summit with former President Clinton as an example of the “Best Approach to Retirement & Financial Education.” 

Ms. McKenzie received a B.A. degree from the Henry Grady College of Journalism at the University of Georgia.

Jennifer M. Brown
Senior Vice President Administration
Access Group

Jennifer Brown is Access Group’s Senior Vice President of Administration, and has more than 20 years of experience as a human resources professional. In her current position, she has oversight of human resources, organizational development, office services, facilities management, government affairs, and corporate meetings and travel. Jennifer started at Access Group as the Director of Human Resources in 1996; prior to that time, she was the Vice President of Human Resources at Parkview Hospital, a part of Tenet Health Systems.

During her tenure at Access Group, she led the creation and implementation of a proprietary compensation and performance management system.  This system incorporates all levels of staff and establishes real and substantive goals for the entire organization.  Additionally, it gives each individual a unique understanding of where and how they can be successful.

Jennifer received a B.A. in English and Communications from Loyola College. She is an active member of local and national chapters of the Society of Human Resource Management and PEBA. She continues to speak to law school and university faculty about the realities of poor compensation and performance management systems.  

Andy Rosen
Executive Vice-President
ORC

Andrew S. Rosen, with over 35 years’ experience in both consulting and business management, is an executive vice president with ORC Worldwide, where he leads the U.S. Compensation Consulting Practice and the SIRS® Compensation Survey Business. Mr. Rosen has conducted and managed major projects in the areas of total reward strategy, market analysis, performance management, incentive design, salary management including broadbanding, compliance assessment, and job analysis/evaluation for domestic and global clients in many industries.

Prior to ORC, Mr. Rosen was a vice president with Aon Consulting, where he led the National Employee Compensation Practice, and a consultant with the Hay Group. Earlier in his career, he owned and operated a service business for ten years, and worked as a group training consultant for a social service organization.

Mr. Rosen is a frequent speaker and presenter and has authored and co-authored numerous articles and book chapters. He earned an M.B.A. degree in Finance from the Wharton School of the University of Pennsylvania. He also holds a Master of Social Service degree in Social Service Management from the Bryn Mawr Graduate School of Social Work & Social Research and a B.A. degree cum laude in Political Science from Williams College. He is a member of WorldatWork, the Society for Human Resource Management, and the Penjerdel Employee Benefits and Compensation Association.

Barry is a Consultant in the Benefits Segment of Towers Watson with 30 years of benefit experience. He specializes in the design and financing of all types of health and welfare benefits including health care, disability benefits and life insurance. His current areas of focus include the reevaluation of retiree medical strategy in light of the Medicare Modernization Act and other forces influencing employers’ legacy benefit strategies as well as assessing the potential impact of health care reform on employer benefit strategy, delivery and compliance for both active and retiree health care Barry joined Towers Watson in 1988 after seven years of experience in group insurance underwriting and financial analysis

Clients with whom Barry has worked recently include ARAMARK, Bausch & Lomb, Independence Blue Cross, Lincoln Financial Group, Martin Marietta Materials, PPL Corporation and Windstream Communications.

Barry graduated from Glassboro State College with a bachelor’s degree in management.

Ms. Brambley is President and founder of RESOURCES for Retirement, one of the largest retirement plan advisory firms in country. Ms. Brambley is frequently quoted in the press including recent feature articles in The Wall Street Journal, USAToday and The Philadelphia Inquirer on the effect the financial crisis is having on participants.   In addition, she is a speaker on many national forums that focus on retirement plan issues, including the Profit Sharing Council of America and the Center for Due Diligence. In 1995, Ms. Brambley launched RESOURCES for Retirement, dedicated to helping plan sponsors through the maze of fiduciary responsibilities and adopt the best practices in running their plan.  RESOURCES was also one of the first specialty firms to offer a third-party review of plan fees. 

As part of the team that developed the country’s first 401(k) plans, Ms. Brambley was involved in all aspects of bringing these plans to life.  Her role included the successful creation of the first 401(k) education programs, putting together plans that fit with the clients’ culture that adopted them, and working through the early days’ trials, tribulations and excitement in uncharted waters. As Vice President, Retirement Plan Services for an international benefits consulting firm and then Noble Lowndes, who acquired them, Ms. Brambley’s role included senior management, national leadership, and serving as lead consultant for the firm’s largest and most prestigious clients. 

Ms. Brambley has her series 6, 63, 65 registrations and is an Investment Advisor, Health Insurance, and Property and Casualty Representative.  She is also a member of the Profit Council of America’s Editing committee and served on the Department of Labor’s ERISA Advisory Council.

Linda Robertson, CFP®, ChFC
Residential Financial Planner
Financial Finesse

Ms. Robertson is experienced at addressing a broad range of financial planning issues and has provided unbiased education and advice with a focus on retirement and tax planning. 

Her background includes over twenty years in the financial services industry with positions ranging from Banking Branch Manager to Tax Specialist to Financial Planner with NationsBank, H & R Block, and Metropolitan Life.  She achieved the Certified Financial Planner™ designation in 1999 and the Chartered Financial Consultant (ChFC) designation in 2001.  Linda holds a B.S. in Finance from West Chester University and a Masters of Science in Financial Planning through the American College.