2016 summit booklet

1
Welcome to the
Greater Valley Forge Annual Summit.
GVFHRA is proud to offer this annual opportunity
to expand the knowledge and skill base of our
members. This year our theme – The 4 T’s of HR!
Talent, Technology, Trends and Transformation
was inspired by the concept of the “Marketing Mix”
or 4 P’s of Marketing. Our aim is to examine
areas where HR plays a crucial role in a successful
organization. Talent, Technology, Trends and
Transformation form the foundations of not only
an HR strategy, but an organizational strategy.
Our Summit begins with a panel of highly respected
HR leaders from the Greater Philadelphia area’s top
companies who will share some of the challenges
they have overcome and the successes they have
enjoyed while leading the HR function in their
organization. Following the panel discussion, there
will be four break-out sessions throughout the
remainder of the day which will offer insight and
practical knowledge attendees will be able to
incorporate into their own organization.
HR will continue to play a vital role in leading growth
and driving change within an organization. We must
remain focused on critical business results and how
we are able to effect outcomes through:
• Attracting, developing, effectively compensating
and retaining top talent
• Using technology to make our HR processes
and practices more efficient
• Staying “current” and working with other
business units to ensure we are meeting the
demands of a changing workforce
• Embracing transformation and leading change
as our organizations move forward
Our Summit Committee has worked hard to provide a
day of thought-provoking, relevant, business-minded
programming. We hope that you will be challenged by
some of the concepts that you learn about today. We
also hope that you will learn not only from our panelists
and speakers but from each other as you continue to
make connections with the local HR community.
Thank you for investing in your
professional development and joining us today!
Sincerly,
ChrisKenny&HeatherDromgoole
Chris Kenny
SPHR, SHRM-SCP
Heather Dromgoole
SPHR, SHRM-SCP
W E L C O M E

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Weber Gallagher is proud
to support the GVFHRA
Julie Kinkopf
Partner, Weber Gallagher
Presenter:
“How Federal Regulation Are
Transforming 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-Chairs
Chris Kenny
SPHR, SHRM-SCP
Heather Dromgoole
SPHR, SHRM-SCP
Programming Co-Chairs
Karen Carr
PHR, SHRM-CP
Laura LaBuda
PHR, SHRM-SCP
Milissa Ronayne
SPHR, SHRM-SCP
Marketing Co-Chairs
Caitlin Cocchi
PHR, SHRM-CP
Michelle Donohue
SPHR, SHRM-SCP
Sponsorship Co-Chairs
Suzanne Gleason
Susan McDonald
Association Management
Lori Stokes-Powers
2 0 1 6 S U M M I T T E A M
Welcome.....................................................................1
Sponsors................................................................4-15
Agenda.....................................................................16
About Us ..................................................................17
HR Perspectives Panel .............................................18
Session 1...................................................................22
Session 2...................................................................24
Session 3...................................................................26
End of Summit: Keynote Speaker............................28
Upcoming Events .....................................................32
T A B L E O F C O N T E N T S
The Society for Human Resource
Management (SHRM) has approved
this conference for 6.5 professional
development credits (PDCs) towards
SHRM-CP and SHRM-SCP certifications.
The HR Certification Institute (HRCI)
has approved this conference for
6.5 General (up to 5.25 Business)
recertification hours towards PHR,
SPHR, and GPHR certifications.
Once you return your completed
evaluation form to the Main Lobby
at the end of the day, you will receive
the list of program ID numbers to
submit for recertification.

Fox Rothschild LLP is a national law firm with
nearly 750 attorneys practicing in 22 offices coast
to coast. Our lawyers provide a full range of legal
services to public and private companies — from
family run businesses to multinational corporations.
We have an expansive national labor and
employment department consisting of more
than 100 seasoned attorneys who creatively
and aggressively represent employers in a
comprehensive range of labor, immigration
and employment law matters.
Our team advises in-house counsel and HR
professionals on matters such as employment
training, compliance, wage and hour issues, labor
management relations and workplace safety and
health, among others while also minding other
pressing issues facing employers, such as
employee benefits and executive compensation,
privacy and background checks and audits.
In a climate of increasingly complex workplace
regulations, employers turn to Fox Rothschild
for strategies that result in productive and
cost-effective business outcomes.
For more information contact:
James A. Matthews III, Partner
2000 Market St., 20th Floor
Philadelphia, PA 19103
215.299.2762
jmatthews@foxrothschild.com
T I T L E S P O N S O R
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S P O N S O R S

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Philly.com Jobs (www.philly.com/jobs) is your
number one source for recruitment in the
Philadelphia area. Our partnership with Monster
means you have access to the best in class
recruitment products and technology, along with
the local reach of The Philadelphia Inquirer and
Daily News.
With over 23,000 new resumes and 3.3 million job
views monthly, Philly.com and Monster can help
you find and target the best candidates for all your
recruitment needs. You will have access to premier
technology and easy to use solutions from job ads,
to social recruitment tools to cloud solutions.
No matter how big or small your recruitment
needs, Philly.com and Monster can provide you
with all the print and digital solutions you need
to keep your business running.
Contact us at 215.854.5719
or bbarlow@philly.com
for more information.
B R E A K F A 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 suites
are the perfect temporary-housing solution for
extended-stay business travel and corporate
housing relocations. AVE offers flexible lease
terms for short- and long-term stays.
We’ll take care of your employees. AVE suites
are spacious and boast everything they’ll need to
feel at home from dedicated living spaces, to a
fully 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, seven
days a week to provide a seamless stay. Our
complimentary business amenities — WiFi, meeting
spaces, business centers, weekday club breakfast
featuring Starbucks coffee and Tazo tea, 24-hour
fitness centers, and package acceptance with
mobile alerts — are offered for your employees’
convenience.
AVE currently has communities in Malvern,
Downingtown, Lansdale, Newtown Square,
and coming soon, King of Prussia.
Tamara Holt or Kim Turnbaugh
at 610.296.9700
or email us at gvfhra@aveliving.com

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S P O N S O R S
Monarch Staffing is dedicated to matching the
Delaware Valley's best employers with the area’s
best employees, specializing in placing Temporary,
Temporary-to-Hire and Direct Hire. We listen,
understand and care about finding the perfect
fit for both our clients and our candidates and
we 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 and
where you need it so you can concentrate on
your core business. We are able to give you the
right resource to get the job done without
interruption, whether it’s needed in your office
or remotely. Leave The Staffing To Us.
Administrative & Office Support, Customer
Service, 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 Involved
In Screening & Sourcing
• State-of-the-Art Searches and Contact Management
• Strong Network of Local Recruiting Resources
and Social Networking
4 convenient locations; Delaware County
610.604.0202; Chester County 610.640.4111;
Montgomery County: 610.629.0088 and
Philadelpia County: 215.854.4057 or email us
at info@monarchstaffing.com. Visit our website
for more information: www.monarchstaffing.com
or from any mobile device.
Let Us Take You Under Our Wings
and Experience the Difference.
Founded in 1958, Jackson Lewis is dedicated
to representing management exclusively in
workplace law. With 800 attorneys practicing
in major locations throughout the United States
and Puerto Rico, Jackson Lewis is included in the
AmLaw 100 and Global 100 rankings of largest
law firms. The firm’s wide range of practice areas
provides the resources to address every aspect
of the employer/employee relationship.
Jackson Lewis is a leader in educating
employers about the laws of equal opportunity
and, as a firm, understands the importance of
having a workforce that reflects the various
communities it serves.
Jackson Lewis is also a founding member of
L&E Global Employers’ Counsel Worldwide,
an alliance of premier employment law firms
in Europe, North and South America and the
Asia Pacific Region.
For more information visit
www.jacksonlewis.com.

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CAPTRUST’s primary business is providing a
broad range of independent and objective
advisory services to over 1,200 institutional
relationships representing in excess of $170
billion in plan assets. CAPTRUST is ranked as one
of the top five largest independent retirement
plan advisory firms nationally by PLANSPONSOR
Magazine. We believe that institutional fiduciaries
experience better service and value from a
firm whose specialization is providing objective
consulting rather than one whose core
business is focused elsewhere. CAPTRUST is
100% employee-owned and operates as an
independent advisory and financial services firm.
One- hundred percent of our revenue is fee-based
and derived from our Investment Advisory/
Retirement Plan Consulting services - none of
which is commission based.
We successfully advise defined contribution
plans and defined benefit plans, governmental
programs, endowments/foundations, and other
institutional asset pools by focusing on superior,
proprietary analytics and consistent delivery.
We believe that helping our clients implement
and maintain a comprehensive, disciplined, and
well documented due diligence process is crucial,
both to the success of the plan and to the ability
to meet the requirements of plan fiduciaries.
Please visit our website
www.captrustadvisors.com
or contact Chris Kulick
Chris.Kulick@captrustadvisors.com
215.348.8811 for more information.
For more than 30 years, New Horizons has
offered an extensive selection of vendor-
authorized computer training and certifications
for top technology providers, such as Cisco,
Citrix, Microsoft, and VMware. In fact, we are
Microsoft’s largest training provider, delivering
more than 40% of all authorized MS training
worldwide. New Horizons continues to expand
our offerings, locations and solutions to meet
the growing demands placed on your
organization and employees.
For more information please contact:
Peter Tonkin
General Manager
610.270.8733
Peter.tonkin@nhls.com

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S P O N S O R S
Your HR
“Insourcing” Partner
You have significant workforce needs, which we
understand better than anyone from working with
over 500 employers like you. We partner with you to
meet those challenges in a flexible, affordable, and
personalized way, so you can keep costs down
without cutting corners. Plug us right in, you will
see 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’ Association
234 Mall Blvd., Ste. 200 • King of Prussia, PA 19406
800.662.6238
www.meainfo.org
Ironview Capital Management
(Ironview) is a diversified financial
advisory firm that specializes in corporate retirement
plans. Ironview provides clients with a boutique and
hands-on experience while affording clients the same
level of advisory expertise available to both Fortune 500
corporations. The firm’s guiding principles are based
upon holding clients’ interests paramount while providing
independent and expert guidance. As a member of the
plan’s Investment Committee, Ironview’s team also
delivers a suite of “best practices” with respect to plan
design and management, fiduciary liability management,
investment management and vendor selection in
accordance with ERISA law.
Stephen Stulb, AIF® Principal
Ironview Capital Management
P: 215.793.0111 Ext. 104 • C: 610.220.1606
sstulb@ironview.com • www.ironview.com
Trion is a leader in the employee benefits
marketplace, developing innovative solutions
that simplify benefits and risk management for
local, regional, and Fortune 1000 companies.
With ten offices nationally, more than 400
associates, our core services focus on health and
welfare benefits plans, large-employer disability
and life programs, benefits administration,
communications, and voluntary benefits services.
Through each of these areas, we combine
advanced consultation, brokerage, administration,
and risk management services to help clients
reach a favorable balance between their
insurance and benefits programs and to
provide long-term value to their business.
Mike Schupp
Trion Group, a Marsh &
McLennan Agency, LLC
610.684.3224
mike.schupp@trion-mma.com

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CSS is very excited to learn more about the
4 T’s every year our participation rises so that
we can learn and collaborate with some of the
greatest talent!
Since 1994, CSS has been a Professional Staffing
& Search Company offering contractors, temporary
associates and direct hire solutions, nationally. We
have successfully built relationships to be identified
as a leader in talent acquisition partnerships.
To our clients we offer customized sourcing
recruitment strategies & skills assessments,
requisition management, project recruitment,
Manager Service Programs (MSP) and Vendor
Management Supplier (VMS). We specialize, but
are not limited to niche recruitment primarily in
healthcare, technical, financial and services
industries.
• 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 Contemporary
is by far the most productive company I have ever
worked with. I get calls not only from the office
I registered with but from other offices that see
my work ethic and experience, that would like to
offer 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 Violette
610.832.2500
eviolette@contemporarystaffing.com
www.ContemporaryStaffing.com
West Chester University now offers
a Master of Science Degree in
Human Resource Management!
West Chester University’s 30-credit online
Master of Science in Human Resource
Management is accredited by the Association
to Advance Collegiate Schools of Business
(AACSB) and aligned with the curriculum
standards developed by the Society for
Human Resource Management (SHRM).
Students can earn an M.S. in Human Resource
Management by successfully completing all
8 core courses (24 credits) and 2 elective
courses (6 credits). Most M.S. students pursue
the degree on a part-time basis while continuing
to work full time. For that reason, the curriculum
is offered entirely online in a seven-week format.
The program is ideal for human resources
professionals looking to advance in their
careers, or for managers who need to acquire
skills to address human resource issues within
their organizations.
Susan R. Fiorentino, J.D.
610.425.5000 x2437
sfiorentino@wcupa.edu

S P O N S O R S
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At UPMC WorkPartners, we’re constantly
searching for and developing new ways to
address the health and productivity needs of
companies. It’s this commitment to innovative
thinking that has allowed us to achieve improved
outcomes and greater results for our clients.
It’s also the reason we have been, and continue
to be, a leader in workplace health and
productivity solutions that include absence
management, workers’ compensation,
employee assistance and wellness programs.
Deborah Winter
Winterda@upmc.udu
emailto:Winterda@upmc.udu
412.454.5976
Villanova University provides leading education
for HR professionals in the form of a time-tested,
highly respected graduate degree in Human
Resource Development and professional
certificate programs.
The Graduate Programs in Human Resource
Development boasts over 2500 graduates in
businesses ranging from healthcare to technology
and finance. The graduate program balances theory
and practice with a focus on emerging trends with
professors active in the industry. Offered both
on-campus and online, students have the flexibility
to complete the degree at their own pace.
Our graduate HRD courses also count towards
recertification credits for both SHRM and HRCI
certifications. Students looking for professional
development can take courses for recertification
credit 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 different
stages of their careers. Our Essentials course is
ideal for entry level HR professionals or for those
looking to enter the field, and provides a broad
overview of the profession and a solid knowledge
base. The Professional HR Management course
is for experienced HR professionals, as well as
HR professionals preparing to earn SHRM-CP®
or SHRM-SCP® certification.
For more information
visit www.gradhrd.villanova.edu
or hrstudies.villanova.edu

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At NFP, our solutions and expertise are matched
only by our personal commitment to each client's
goals. With over 100 local benefit professionals,
NFP is the largest privately held employee benefit
firm in the Philadelphia area. We’re a leading
insurance broker and consultant that not only
provides health and welfare benefits consulting,
but property & casualty, retirement, and individual
insurance and wealth management solutions.
NFP has more than 3,400 employees with offices
around the country and in Canada and the UK.
Our expansive reach gives us access to highly
rated insurers, vendors and financial institutions
in the industry, while our locally based employees
tailor each solution to meet our clients' needs.
We’ve become one of the largest insurance
brokerage, consulting and wealth management
firms by building enduring relationships with our
clients and helping them realize their goals.
Please contact
Rich Krekstein
VP Corporate Benefits
at 267-482-8389 with any questions.
Innovative Benefit Planning is an employee benefit
planning and financial services company that
combines innovation with integrity for companies
nationally and internationally. Our people and
experience, coupled with sound financial advisory
services, have helped thousands of organizations
and their employees achieve their employee benefit
planning goals and more. Heading up Innovative
Benefit Planning are two partners in every sense of
the word – Terriann Procida and Mark Sulpizio.
Both Terriann and Mark believe that doing what’s
right for people is the key to long-term relationships
where everyone benefits. For this reason, they both
enjoy a sterling reputation for their work ethic
integrity, credibility, and experience. This has been
their trademark within the benefit planning and
financial services industries for a combined 40+ years.
Mark and Terriann are the Innovative Benefit Planning
founders that prove their family-owned business knows
how to best care for the individuals and families who
trust them to make the right decisions on their behalf.
Whether you are with an organization’s Human
Resources Department who wants to know you are
getting competitive rates or reduce the time you
spend dealing with insurance claims or an employee
of a company who needs to know you are taken
care of, Innovative Benefit Planning believes in the
strength of being an advocate to our clients, being
accountable to them, and ultimately doing what’s
right for each and every individual.
As clients large and small will attest, when it comes
to the goals for your business, Innovative Benefit
Planning is a trusted source focused on making
your business better – the Innovative way.
Sean Healy
shealy@ibpllc.com • 856.840.6040
Ryan Kastner
rkastner@ibpllc.com • 856.242.3332

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For nearly 50 years, Kistler Tiffany Benefits has
been a trusted leader in the market of employee
benefits consulting for companies in PA, DE,
and NJ.
Industry Expertise
Our leverage and access to insurance carriers is
unprecedented given our volume of business in
the region. This provides us with a substantial
advantage and influence in negotiating the best
possible terms for our clients.
Kistler Tiffany Benefits’ Compliance team assists
clients in keeping up-to-date regarding their
compliance obligations as an organization.
Clients are informed in real-time of any laws or
regulations that may impact their employee
benefit program.
Customer-Focused
Our business was built on the foundation of
customer intimacy. We work hand-in-hand with
our clients to find long-term strategies and
sustainable solutions that control costs and are
tailored 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 with
clients to determine which custom designed plan
best meets our clients’ needs and budget.
For more information
visit www.ktbenefits.com
or call 1.800.396.4309
S P O N S O R S
Global Employment Solutions is a leading
provider of professional staffing services.
With Global Employment Solutions you get
unlimited global reach with an extensive
network of resources, industry specialization
and personalized service. As a preferred
staffing partner to local companies, multinational
companies, and government agencies, our
streamlined recruiting process is efficient and
quickly delivers qualified candidates who are
thoroughly screened and prepared. Global
Employment Solutions is a reliable staffing
partner you can trust.
We create relationships with the talent and
organizations in our communities and then
connect these organizations with the talent
they need to achieve their results. We create
connections with talent by combining decades
of networking in our local markets, talent referrals
from our network, industry-leading utilization of
social media and technology platforms and a
relentless pursuit for the best talent.
The results we have achieved on behalf of
our clients and talent have enabled us to
become one of the largest and fastest growing
companies in our industry in the past five years.
We specialize in consulting, temporary staffing
and permanent staffing solutions.
Learn more at www.gesnetwork.com
or feel free to contact:
Suzanne Gleason, Division Director
(O) 610.822.1202
(C) 610.952.0529
sgleason@gesnetwork.com

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Penn State Great Valley School of Graduate
Professional Studies extends the resources and
reputation of one of the nation’s leading research
universities to the greater Philadelphia area. We offer
master’s degrees and graduate certificates in business,
big data, engineering, finance, healthcare, leadership,
and technology. A variety of non-credit professional
development programs such as Lean Six Sigma,
project management, leadership development,
and agile business analysis are also available.
Our evening and Saturday courses are offered in
a flexible, step-in step-out format to meet the
demands of work, family, and life in general.
Our outstanding faculty members teach valuable
practical skills, share cutting-edge knowledge, and
work with corporate, government, and educational
neighbors to address real-world problems and
enhance employee performance.
Penn State Great Valley School of Graduate
Professional Studies is accredited by the Middle
States Commission on Higher Education, and our
management division is accredited by AACSB
International.
Located in Malvern, the campus is convenient to
most working professionals in southeastern
Pennsylvania because of its proximity to Route 202,
Route 30, I-76, I-476, and the Pennsylvania Turnpike.
Penn State Great Valley also offers exceptional
conference planning services, enhanced by faculty
support and state-of-the-art technology and facilities.
We help businesses and organizations create and plan
meetings, events, and customized training sessions.
Programs:
greatvalley@psu.edu • 610.648.3200
Conference Services:
conferences@psu.edu
610.648.3209
Peripheri provides solutions to companies that
want to recruit, retain and develop the best
talent and advance their organizational culture.
A full service talent management firm, we are
deeply committed to advancing the quality of our
clients’ internal synergies. We leverage our 30-plus
years of business psychology and IT architecture
experience to deliver proprietary, scientific
methods of assessing, analyzing, and developing
a company’s human capital.
Our customized pre-placement assessment
packages provide highly accurate insights for
talent suitability decisions. Then, once talent
is placed, our business psychologists deliver
coaching to enhance a contributor’s level
of integration and effectiveness related to
leadership, management and teaming.
Complementing our evaluative accuracy,
Peripheri Performance™, our hire-to-retire
talent guidance system, then supports a
contributor’s growth and contribution. Merging
our three decades of validated testing data with
our library of proven job competencies and a
streamlined IT platform, Peripheri Performance™
maximizes the favorable impact of the people-
development process. Boasting a fully automated
talent performance shaping system, Peripheri
Performance™ is fully customizable, simplifies
the talent guidance process, and is directly linked
to more favorable business results.
Our expertise can be reached at
Ross@peripheri.com
or 610-792-9050
ask for Ross DeSimone

14
Digital Benefit Advisors delivers a powerful new
approach to employee benefits by combining
the commitment of experienced, local market
advisors with the sophisticated technology and
resources of a respected national firm.
Employers receive access to a broader variety
of carriers, dynamic tools, proprietary products
and the ability to effectively navigate the
complexities of health care reform. No one
understands your local landscape better than
our senior-level advisors who work closely with
you to devise creative and strategic solutions to
meet current and emerging needs. Experience
exceptional value, increased confidence and
control of your long-term benefits and risk
management challenges. We bring together
all the elements required for game-changing
industry innovation that transforms the
benefits experience for your organization
and your employees.
Michael Steinberg, Principal
msteinberg@digitalbenefitadvisors.com
215.885.7742, extension #2.
For over a decade, Saint Joseph's University has
been among the few universities in the region
to offer an advanced education in human capital
with a strategic, business context. As a result, this
program has evolved to address the demand
for aspiring and current business leaders to
leverage human capital at both the individual
and organizational level. This focus prepares
21st century professionals to drive organizational
performance at all functional areas, from human
resources to operations, from sales and marketing
to finance, and from production to customer
service.
This program is available online and GMAT
waivers are now being offered.
To learn more about the Master of Science
in Managing Human Capital Program
at Saint Joseph's University,
please contact Dr. Patricia Rafferty
at patricia.rafferty@sju.edu.
R O O M
S P O N S O R S

15
KMRD Partners (www.kmrdpartners.com) is
a boutique human capital solutions and risk
management firm headquartered in Pennsylvania,
with over 600 commercial clients nationwide.
Our human capital practice provides organizations
with solutions that focus on understanding their
business strategy and how their human resources
strategy can support organizational performance
objectives, through four practice areas:
Learning and Development works with clients
in completing a learning needs analysis and
developing learning programs that foster
individual, team and organizational development.
HR Advisory Services assists organizations with
sound and effective human resources programs
and practices; while also providing consultations
on human resources compliance matters,
including HR program effectiveness assessments,
employment practices liability risk management,
compensation program design reviews and
employee engagement analysis.
Employee Benefits Advisory analyzes, designs,
builds, and implements client-focused employee
benefits solutions.
HR Compliance addresses risks, duties and
obligations clients face as plan sponsors and
employers, while providing an array of ongoing
support and consultations on HR compliance issues.
Services range from developing and updating
employment policies, procedures and practices
to creating legally compliant recruiting, hiring,
disciplinary and termination procedures.
John E. Garber, Jr., CSP, SPHR, SHRM-SCP
KMRD Managing Director,
Benefits & Human Capital Solutions
267.486.7018 or 215.390.7959
jgarber@kmrdpartners.com

16
7:30AM - 1:30PM Complimentary Headshots ...........................................Art Gallery, 2nd Floor
8:00AM - 8:05AM Opening Remarks .........................................................................Main Lobby
8:05AM - 9:35AM HR Perspective Panel........................................................Musser Auditorium
9:35AM - 9:45AM Break.............................................................................................Main Lobby
9:45AM - 11:00AM Session 1
A Cultural Evolution.
Do you need to transform your culture too?....................Musser Auditorium
Laura Thiele
How Technology can be used to Transform
Beneﬁts Administration in HR.........................................................Room 205
Rich Gordon & Rich Krekstein
Ideas On Compensation Other Than Salary....................................Room 208
Ronald E. Lang
11:00AM - 11:15AM Break.............................................................................................Main Lobby
11:15AM - 12:30PM Session 2
Recruiting 2025.................................................................Musser Auditorium
Marcia Zaruba O’Connor
How Federal Regulations Are Transforming The Workplace..........Room 205
Julie Kinkopf, Esq
Campaigning For HR Technology:
Get The Votes Needed To Implement ............................................Room 208
Toni Banket & Christopher Young
12:30PM - 1:30PM Lunch.............................................................................................Main Lobby
1:30PM - 2:45PM Session 3
The Best Investment For Your Business - HR....................Musser Auditorium
Katherine Martini Miles & Karen Magiso
The Gender Bonus ..........................................................................Room 205
Clare Novak
Building Community in Virtual & Traditional Organizations:
How do you keep workers connected when they are apart?.........Room 208
Lawrence Cozzens, Ph.D & Bethany J. Adams
2:45PM - 3:00PM Break.............................................................................................Main Lobby
3:00PM - 4:15PM End of Summit: Keynote Speaker
Code of Conduct and Business Ethics ..............................Musser Auditorium
Jonathan A. Segal, Esq.
A G E N D A

17
Greater Valley Forge
Human Resource Association
GVFHRA is proud to serve our members as the
premier regional forum for leadership, education,
and advancement in the field of Human Resources.
We are an organization comprised of professionals in
the areas of employment and placement, compensation,
benefits, employee labor relations, and training and
organizational development. As an affiliate of the
Society for Human Resource Management (SHRM), an
international organization of more than 250,000 human
resource professionals, GVFHRA provides information
and education on topical issues and current trends for
our members to develop professionally. Our meetings
and seminars also provide peer networking opportunities.
With as many as 500+ members, GVFHRA is an
award-winning chapter and a leading voice of human
resource professionals and students representing
companies located in Bucks, Chester, Delaware,
Philadelphia and Montgomery Counties in PA as
well as from New Jersey and Delaware. GVFHRA is
distinguished by strong professional development
programs and a welcoming atmoshere.
If you are not a member of GVFHRA, why not join
today? Our monthly dinner meetings are a wonderful
way to support and advance your career through
networking opportunites. Most importantly, we say
thank you to our members for your continued support
in helping make us a SHRM Excel Award Chapter.
Visit us at www.GVFHRA.org
A B O U T U S

19
Dean M. Becker
Vice President
Corporate
Business Development
Kelleher Associates, LLC
Dean Becker is an accomplished executive and consultant with
more than 25 years of experience delivering executive search,
training and executive coaching services to organizations and
individuals worldwide. Dean is responsible for representing
Kelleher’s services to corporations across the Delaware Valley.
Dean is also a recognized expert in the field of individual and
organizational resilience, having co-founded Adaptiv
Learning Systems, and having directed the development and
delivery of Adaptiv’s research-based resilience assessments,
coaching and training programs.
Prior to creating Adaptiv Learning Systems, Dean founded
and ran Preferred Medical Services, a physician billing and
practice management firm that provided diversified
business services to physician groups and health systems
throughout North America.
Dean holds an MBA in Medical Group Management from
University of St. Thomas, and a BA in Psychology from
Franklin & Marshall College.
In addition to his active participation with SHRM and
PSPS, Dean sits on the Board of Directors, and Executive
Committee, and chairs the Marketing Committee, of the
Philadelphia Freedom Valley YMCA. Dean is also Chairman
of the Board of Supervisors in Perkiomen Township, PA.
P A N E L
M O D E R A T O R

20
H R P E R S P E C T I V E P A N E L
8 : 0 5 A M - 9 : 3 5 A M
Approved for 1.5 HRCI Business Credits/SHRM PDCs
Erica Freedman, Psy.D.
Vice President
Talent & Organizational
Development
Day & Zimmermann
Erica Freedman is an outcome-oriented Organizational
Development leader with a background in applied
psychology. She has over 15 years of experience
improving individual and organizational performance
through building trust, fostering insight, promoting
systemic thinking, and challenging the status quo.
Dr. Freedman has worked in a variety of industries
including Energy, Construction, Financial,
Manufacturing, and Service. In 2013, she became
the leader of Talent and Organizational Development
for Day & Zimmermann, a $2.5B Philadelphia-based
family company with 25,000 employees that delivers
a broad spectrum of industrial, defense and workforce
solutions to commercial and government customers.
Her work has focused on building change capabilities,
organizational effectiveness, and leader development
to promote change and growth.
Dr. Freedman earned her Doctorate and Masters
of Clinical Psychology from Nova Southeastern
University and holds a Bachelor of Arts from
Muhlenberg College.
Mary Villa, GPHR
US Head
of Human Resources
Adaptimmune, LLC
Mary Vila is a global human resources leader, with
particular expertise in organizational change and
growth, business turnarounds, mergers and
acquisitions, and development of leaders. Mary is
currently the US Head of Human Resources for
Adaptimmune, LLC, an immunotherapy oncology
biotech company with headquarters in the UK and
US. For 6 years prior to her joining Adaptimmune,
Mary was the Vice President of Human Resources
for Theorem Clinical Research, a mid-sized contract
research organization where she developed and drove
the strategic direction of global human resources.
Mary is a business-centric HR Executive with a
track record of achievements that help to drive
company capabilities, profitability and growth.
She’s an energetic, results driven leader known for
building trusting relationships and fostering the
talents of others to achieve positive business results.
Mary is GPHR certified, and is currently enrolled in
IPEC, an ICF accredited executive coach training
program. She has a Bachelor of Arts in Psychology
from La Salle University, and has taken coursework
towards a Masters in Organizational Dynamics from
the University of Pennsylvania.

21
Christopher M. Leady
SPHR
Global Talent
Management Executive
Campbell Soup Company
Christopher Leady is a highly experienced Human
Resource Executive with an impressive track record
of more than 15 years of hands-on experience in
Human Resources, Talent Management, Organizational
Development and Leadership Development.
Christopher joined Campbell in 2010 as Manager-
Talent Management and Organizational Effectiveness
and Learning, and he was named Director-Talent
Management and Organizational Effectiveness for
Campbell Europe in 2012. Following his role in Europe,
Christopher was named Campbell’s Leader of Global
Talent Management, Learning and Development, in
2013. Christopher defines and implements Campbell’s
progressive Talent Management and development
strategies, focused on aligning human capital as a key
driver of business results. Christopher is recognized
as an executive-level consultant and subject expert
on talent management, learning, performance and
engagement best practices.
Christopher earned his bachelor's degree in
business administration, with a minor in human
resource development, from Rowan University and
his M.S. degree in organizational dynamics, with a
minor in leadership development, executive coaching
and strategic human resource solutions, from the
University of Pennsylvania.
Lance Gelnett
Regional
Vice President
Workday
Mid-Atlantic Region
In this leadership role Lance has overall responsibility
for Workday prospects and customers in the
Mid-Atlantic.
He has more than 18 years of enterprise software
and technology experience including ERP, CRM,
Analytics and SaaS Cloud computing. For 13 years
prior to joining Workday, Lance held positions of
increasing responsibility at Oracle.
P E R S P E C T I V E
P A N E L

Rich Gordon
Consultant
NFP Corporate Benefits
Rich Krekstein
Vice President
NFP Corporate Benefits
Approved for 1.25 HRCI
General Credits/SHRM PDCs
How Technology can be used to
Transform Benefits Administration in HR
Room 205 - St. Joseph’s University Room
HR professionals are facing many challenges in the
workplace. Benefit plans are becoming more costly
and more complicated. The amount of time and
manual effort involved in managing routine
transactions can be time consuming and prone to
errors. Millennials and tech-savvy older workers are
processing information differently. Case study reviews
will help participants learn about the kinds of
technology available to employers to help aid in
these challenges. Technology is a powerful tool that
can enhance HR processes, improve the employee
experience and engage the entire employee
population including millennials. By the end of the
presentation, attendees will understand how to
leverage various technology resources to manage
two of the biggest hurdles facing HR professionals,
1) Communication and Behavioral Change,
and 2) Managing Transactions.
Laura Thiele
Senior HR Director
SAP Ariba
Business Credits/SHRM PDCs
A Cultural Evolution.
Do you need to transform your culture too?
Musser Auditorium - KMRD Partners, Inc. Room
This presentation will provide a clear understanding
of a business in major transformation and how HR
partners can guide the business to be people focused.
You will be able to assess your organization on a
maturity curve to understand where your business
is and understand what it needs to go through
transformation. Many businesses are going through
transformation. Concrete ideas will be presented that
you can use immediately to ensure their business
succeeds during transformation such as leadership
mindset – the leader is driving this cultural evolution,
clear business goals, clarity on expectations on how
people operate (SPEED), ambassador concept, ideas
on how to drive cultural change through engagement.
Participants will be able to teach others how to build
a culture transformation strategy and gain alignment
for transformation, teach others how to leverage a
unique concept of ambassadors/change agents in the
business to drive transformation and teach others how
to measure success of the transformation.
22
S E S S I O N O N E
9 : 4 5 A M - 1 1 : 0 0 A M

Ronald E. Lang
Principal
Atlas Wealth
Management, LLC
Investment Advisors
& Estate Planners
Ideas On Compensation
Other Than Salary
Room 208 - Digital Benefits Advisors Room
This presentation will discuss Top Ways to provide
an alternative way to compensate new and
prospective employees. The information is presented
in its simplest form as Ron Lang has an unorthodox
approach to providing humor to complex content.
In this era of the war for talent it is important to
come up with new and creative ways to attract,
retain, reward and motivate new and prospective
employees. There is more than one way to think
about compensation such as salary and benefits.
Being able to provide the flexibility of different
compensation offerings will make your company
more competitive to acquire and retain the talent.
The presentation will provide some case studies
so human resource professionals can relate to the
examples provided. These case studies will be
simple to understand and provide insight to
different compensation ideas such as using Group
Life Insurance, Defined Benefit Plans and 401(k)
Plans to compensation employees uniquely.
Participants will be able to confidently have the
knowledge to affect change by having additional
compensation tools to offer new and prospective
employees.
23
S E S S I O N O N E

24
S E S S I O N T W O
1 1 : 1 5 A M - 1 2 : 3 0 P M
Marcia Zaruba O’Connor
CEO
The O’Connor Group
Recruiting 2025
This session provides both an overview of the state
of recruiting’s future, what is already under way,
and what employers can specifically do to position
themselves to capitalize on the trends and
opportunities while circumventing and addressing
obstacles. Participants will understand what the
recruiting landscape will look like, changing
expectations, values of both workers and employers
and what will the workforce be comprised of a decade
from now. The presentation focuses on analytical
approaches and emerging technology that facilitates
high ROI methods and strategies to improve talent
assessment accuracy and retain the right talent.
Julie Kinkopf, Esq.
Partner
Weber Gallagher
How Federal Regulations
Are Transforming the Workplace
Room 205 - St. Joseph’s University Room
This presentation will provide information about how
regulatory bodies such as the EEOC, NLRB and DOL
are using new interpretations of established statutes
to transform the workplace. It includes real-world
examples of workplace policies that have been
invalidated by federal regulators and will help
participants understand how to protect their
organizations from increased governmental scrutiny.
One example is the EEOC’s new interpretations of
Title VII to protect sexual orientation, gender identity
and gender expression. Another example is the EEOC’s
proposed expansion of EEO-1 reports to include wage
information in an attempt to combat disparate pay
practices. Yet another example is the NLRB’s
interpretation of the National Labor Relations Act
protection of concerted activity to increase scrutiny
of employer policies—even in non-union workplaces.
These are major issues that impact employers and this
program will provide basic information about the status
of the changingemployment law landscape. It will also
provide information for attendees about how they need
to respond. Participants will be know what changes
they need to make to their workplace policies to
comply with changing regulations; recognize the
biggest areas of risk for employers and how to react
to protect their organizations.

25
Toni Banket
Lead, Talent Acquisition – US
Sandvik, Inc.
Christopher Young
VP of Marketing
RIVS
Campaigning For HR Techology:
Get the Votes Needed to Implement
This presentation will talk about HR technology and
how to specifically make sure decision makers and
influencers really understand how they can go about
building the right business case as well as how they
will go about getting the right approvals. Many
presentations talk about the various case studies
of implementing a technology, but fail to help others
understand how they came to match the technology
solution with the Human Resources problem, meet
the vendor, build the business case and implement
the solution. This presentation will create a highly
interactive and open environment for questions
while they talk about how Sandvik identified a series
of key issues in the U.S., decided what technologies
could help, and built a business case around them
that ensured it would create a positive ROI.
S E S S I O N T W O

26
S E S S I O N T H R E E
1 : 3 0 P M - 2 : 4 5 P M
Karen Magiso
SPHR
Employment Relations and
Compliance Specialist
Vanguard
Katherine Martini Miles
GPHR
Senior Human Resources
Project Manager
Vanguard
The Best Investment For Your Business - HR
This presentation will be interactive with a mix case
study on best practices and lessons learned, leading
the participants through a table exercise to identify
how they can promote “investment” of Human
Resources into the business. The case study is
based on the following situation:
In 2015, Vanguard’s Finance division undertook a
strategic review of its procurement and sourcing
function and concluded that a significant transformation
was required. As the work turned from strategy to
implementation, the business created an Organization
Readiness team to support all people aspects of the
change along a multi-year journey. Human Resources
and Finance partnered to “embed” a Human Resources
professional as lead of the team; because this resource
brought several years of HR experience and relation-
ships, especially in the employee relations and talent
areas, into the business role, the project timeline could
support a more aggressive timeline without increased
risk. Overall, ability of the business transformation
project team to achieve its goals and objectives
increased and the impact of HR’s partnership was
maximized, thereby making HR the best investment
for the business.
Clare Novak
President
Novak and Associates
The Gender Bonus
Room 205
St. Joseph’s University Room
With the gender pay gap closing at a rate that makes
snails look speedy, explore what more companies can
do to close the gender gap. Perceptions people may
not even be aware of can skew the selection of job
candidates, high potential leaders, and Board Members.
Learn brain science based gender differences, which
differences are more “hard wired” and tools that can
help move people beyond perceptions and into
behaviors that leverage the best of the differences.
Use one or more tools to experience the impact of
perception and mental models on HR processes.
Learn additional tools to bring equity to selection
processes including hiring, development, and
identification as high potential employees and
promotion. Participate in a selection process
activity and experience potential equity impact.
Equally important, know the bottom line business
reasons why your organization will benefit from a more
gender balanced workforce. If women participated in
the global workforce in the same numbers as men, it
would add 28 TRILLION dollars to the global economy
(UKAID Department of Development). Equity is both
the right thing to do AND it contributes to the bottom
line. Numerous studies have documented the business
benefit of gender equity. Gender equity is a bottom
line contribution.

27
Lawrence Cozzens, Ph.D
SPHR, SHRM-SCP
Assistant Director
& Assistant Professor
Villanova University,
HRD Program
Bethany J. Adams, MA
Assistant Director
Villanova University,
HRD Program
Building Community in Virtual &
Traditional Organizations:
How do you keep workers
connected when they are apart?
Will half of employees be working remotely by 2020?
This is the direction the future workforce seems to be
moving to. Organizations now more than ever need
to focus on building community beyond the physical
walls of the business. This session will focus on a model
of community and the experience of the presenters’
that can be applied to both virtual and traditional
work environments. Interactive technology will be
demonstrated that can be used to help remote
workers fully engage in their organization and help
traditional workers engage with remote employees.
S E S S I O N T H R E E

28
S E S S I O N F O U R:
K E Y N O T E S P E A K E R
3 : 0 0 P M - 4 : 1 5 P M
Jonathan A. Segal, Esq.
Partner, Duane Morris
and Managing Principal
Duane Morris
Code of Conduct and Business Ethics
An increasing number of employers are developing
Codes of Business and Ethical Conduct (“Code” or
“Codes”). They can be very helpful in establishing
culture and as evidence of your good faith efforts
toward legal compliance. But developing the Code
can be deceptively complex. There are decision points
on what belongs in the Code, how much detail to
include, how to ensure consistency with other
documents and agreements, whether and how to
reference policies not in the Code, etc. This presentation
will talk about some (a) common elements in most
Codes; (b) decision points for employers to consider;
(c) areas outside of employment that should be
addressed; and (d) the 10 most common mistakes that
we have seen employers make in drafting their Codes.
Finally, the program will touch upon how the Code may
play out in government investigations in general and
recent guidance from the Department of Justice on
criminal investigations.

29
Todd Zimmerman
10 Thomas Avenue, Bryn Mawr, PA 19010
Studio: 610-788-2283

28
U P C O M I N G
G V F H R A E V E N T S
YOU WON’T WANT TO MISS
Thursday, November 3rd
Breakfast Meeting
Tuesday, November 15th
Dinner
Tuesday, December 13th
Holiday Networking
& Silent Auction
Check the events tab at
www.gvfhra.org
for more info!

1110
THURSDAY
Register and find out more at
GreatValley.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.
5:30-7:30PM
1110

2016 summit booklet

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2016 summit booklet