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By attending the Forum, I am able to stay on top of all emerging trends around this topic – including regulatory changes, consumer trends, plan enrichment, wellness, retirement planning, and overall best practices. Because of this depth of coverage, I require our senior HR managers to attend as well."
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Sunday, September 22, 2013

10:00 a.m. - 12:00 p.m.

PRE-CONFERENCE WORKSHOP – CAREER DEVELOPMENT (ADDITIONAL FEE OF $99 APPLIES OR ATTEND BOTH WORKSHOPS FOR $149)

Georgette Geller, ChFC, CLU, EVP,, AXA ADVISORS, LLC
Donna Joseph, CEO, RHODES-JOSEPH & TOBIASON ADVISORS, LLC
Pete Tobiason, President & Co-Founder, RHODES-JOSEPH & TOBIASON ADVISORS, LLC

 

10:00 a.m. - 10:05 a.m. Welcome & Opening Remarks
10:05 a.m. - 11:00 a.m. Career Growth For Benefits Professionals

Donna Joseph CEO, RHODES-JOSEPH & TOBIASON ADVISORS, LLC
Pete Tobiason President & Co-Founder, RHODES-JOSEPH & TOBIASON ADVISORS, LLC

As part of our coaching and consulting practice, we've applied our employer experience as benefits leaders to identify the key skills and competencies a benefits leader needs to effectively manage their program. These include leadership and management skills, subject matter expertise and technical competencies. In our coaching and training, we address each of these key areas. As well, we've developed tools and processes which leaders can apply immediately to managing their benefits program. This presentation will take attendees, at a high level, through our system for managing benefits.

11:00 a.m. - 11:10 a.m. Break
11:10 a.m. - 12:00 p.m. MANAGING CHANGE EVERYDAY

Georgette Geller ChFC, CLU, EVP,, AXA ADVISORS, LLC

Change can be one of the most difficult obstacles to overcome in the work environment. Whether it's a new employee adjusting to rules and responsibilities, or someone who has been on the job for years, breaking old habits and learning new tasks can be overwhelming. As managers, our challenge is to make change easier for our employees. This is not a simple task, but there are ways to make the transition a little easier; focus on these topicsPlanningCommunicatingAvailability Follow UpListening

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