Employee Benefits & Compensation Forum


Join us for a Total Rewards Forum offering 6 hours of CPE, SHRM, and HRCI Credits (pending) as we discuss:

Morning Sessions

Executive Compensation – Chris Crawford, Zayla Partners
A Total Rewards Case Study Diane Sanford, SHRM-SCP, Unleashed Brands & Liz Mayo, Zayla Partners
ERISA Compliance & Audit Updates – Elizabeth Allen, Allen Benefits Law & Karen Soefje, Baker Tilly US, LLP

Afternoon Sessions

Recruiting & Retention StrategiesDavid Cathey, Victoria Westerfield, & Kelly Whitney, Unity Search
Trends & Gotcha’s in Employee Benefits – Shannon Day & Kaci Skidgel CPFA, C(k)P, AIF, Summit Financial Group, Inc.
New SECURE 2.0 Tax CreditsDavid Beck, CPA, QPA, ERPA, PASI, LLC.

A tentative agenda can be found here: Agenda – Employee Benefits & Compensation Forum

Please Note: Morning sessions cater to larger employers with 50 or more employees, while afternoon sessions focus on topics most relevant to smaller employers. Attendees are encouraged to join either or both sessions and partake in complimentary breakfast and lunch. Please call (972) 341-2234 if you have any questions regarding the sessions that may be appropriate based on your organization.


Events Contact

Matthew Murrie
800-475-0991, ext 2212