Free (a $595 value)
September 18, 2024
9:00 a.m. – 4:30 p.m. ET
forum
The Future of Employee Benefits
Join us live, in-person for exceptional Health & Welfare Benefits education at our engaging and accredited Annual Forum. Trending benefits topics and new approaches in HR will be discussed by expert faculty. They deliver actionable information for these top-of-mind HR situations:
Expand your horizons to learn, network and earn CE credits. Your future awaits…
Wednesday, September 18, 2024
9:00 a.m. to 4:30 p.m. ET
This program is valid for PDC(s) for the SHRM-CP® or SHRM-SCP®.
Corporate Synergies is a recognized provider of recertification credits. HR Certification Institute® pre-approved this activity for HR (General) recertification credit hour(s) toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification.
CEO, Rx Valet
Greg Santulli is the CEO and Co-Founder of Rx Valet, an industry leading Pharmacy Cost Savings company. Greg has over 30 years of experience in healthcare and pharmacy. His leadership has positioned Rx Valet as the one of the leading providers of Pharmacy Cost Containment, low-cost access to medications and a successful pharmacy benefit manager. His company’s approach is to engage all parties involved to provide unprecedented results.
President & Chief Operating Officer, Advus Financial Partners
Andrew oversees the operations of Advus, translating the firm’s vision and objectives into actionable processes. His responsibilities encompass technology solutions, business processes, service standards and human resources. He also is directly responsible for the retirement plan division and setting its strategic direction. Andrew specializes in the qualified retirement plan aspect of the Advus business. Within the retirement plan space, he specializes in complex plan situations including plan mergers, spinoffs, complex regulatory audits, M&A activity and error corrections.
Andrew received a BS in finance from Bentley College. He also earned the Accredited Investment Fiduciary (AIF®) and the Certified Fiduciary Plan Advisor (CFPA) designations.
Retirement Plan Advisor, Advus Financial Partners
Prior to joining the Advus team in 2022, Codie was a Senior Financial Advisor at FBMC Benefits Management. He has extensive experience consulting on qualified retirement plans and specializes in Multiple Employer Plans (MEPs) and Pooled Employer Plans (PEPs). He was instrumental in the development and management of several MEPs with assets in excess of $175 million.
Having majored in Theological Studies with an emphasis in ethics, impacting peoples’ lives in a positive way will always be Codie’s driving motivation. Codie found a passion and avenue of affecting people’s lives by helping them prepare for a successful retirement, largely through the defined contribution qualified plan space. Understanding ERISA as well as investments, Codie is uniquely positioned to help plan sponsors improve their plans while helping them mitigate any risk they may retain. Codie believes strongly that defined contribution plans will be the most important aspect of most peoples’ financial well-being and finding ways to enhance the effectiveness of these plans has become his vocation.
Plan Advisor / Manager – Retirement Plan Services, Advus Financial Partners
Jeff, who helps manage and lead a portion of Advus’ retirement plan services business, received a BS in Finance from the University of Central Florida in 2014; he’s been working on 401(k) plans since the beginning of his professional career.
Jeff also supports the day-to-day operations of the firm’s retirement plan business, serving as liaison between client and vendor partners; helping plan sponsor clients answer questions about plan design, legislation, compliance and investments; and maintaining and staying up to date on vendor relationships. In addition, Jeff supports the sales process for North and Central Florida.
Director, Employee Education, Communication & Wellness
Corporate Synergies
Gary Cassidy and the Corporate Synergies’ internal creative team generate professional, branded programs that support clients, and engage, and educate their employees. As Director of Employee Education, Communication and Wellness, he draws upon his 25 years of extensive insurance industry and employee benefits experience and design and communications background, to deliver targeted communication campaigns and wellness programs in support of client goals.
National Marketing Executive, Imagine 360
Matt McCuen is an industry veteran, with nearly 30 years of experience in the self-funded space. As the National Marketing Executive for Imagine360, Matt works with self-funded employers across the nation to improve the benefits they offer to their employees and families. Imagine360 is the leading provider of employer-sponsored health plan solutions that deliver deep cost savings and concierge member support. Leveraging 50+ years of expertise, Imagine360’s solutions combine the financial benefits of reference-based pricing, best-in-class member support, and health plan administration.
Corporate Synergies is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP® or SHRM-SCP®. For more information about certification or recertification, please visit www.shrmcertification.org.
HR Certification Institute’s® (www.HRCI.org) official seal confirms that Corporate Synergies meets the criteria for pre-approved recertification credit(s) for any of HRCI’s eight credentials, including SPHR® and PHR®.
2024 HR & Finance Forum – Orlando – Wednesday, September 18, 2024