2025 HR & Finance Forums
Andrew S. Zito
President/CEO
Advus Financial Partners
Andrew has always been fascinated by complex things. The more complicated something is, the more he wants to understand it and fix it. From applying technology to solve business problems to working with plan sponsors to untangle complicated situations, he thrives on finding efficient and effective solutions.
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.
Hugh O’Toole
CEO
Innovu
Currently, as CEO of Innovu, O’Toole is focused on transforming advisor and consultant practice models from their traditional, siloed approach—separating Health & Welfare, Retirement, and Property & Casualty—into a holistic Human Capital Risk Management model. By leveraging data aggregation, data science and analytics, and behavioral finance, he aims to drive greater industry impact through the convergence of data and benefits disciplines. Innovu helps advisors utilize clean data to identify specific interventions and preventative solutions that save employers money and support the well-being of American workers.
Diana Lee
Principal
CHRO Strategies LLC
Diana Lee is the Principal of CHRO Strategies LLC, providing HR consulting services drawing on her global senior human resources executive experience in Fortune 100, mid-cap, PE-backed, start-up, and non-profit environments across multiple industries. She has extensive expertise in managing organizational change, working in cross-cultural environments, attracting, developing, and retaining top talent, and advising corporate, private, and non-profit boards.
Diana started CHRO Strategies LLC in 2024, following her departure from Sesame Workshop as its first-ever CHRO, a role she assumed in 2015 when then-CEO Jeff Dunn tapped her as part of the executive leadership team charged with turning around the non-profit educational organization. Diana defined the HR mission and built the infrastructure to support the organization’s dramatic transformation, culminating in a five-year 19.2% annual growth rate and a 140% increase in revenues.
Bob Dietzel
ARM, CIC
KMRD, a Foundation Risk Partners company
Bob is a Co-Founder and the Principal of KMRD Partners and is responsible for the design and management of the firm’s unique servicing model and policy forms analysis.
Bob consults with companies on identifying, mitigating, and transferring risks in an economical way. Prior to founding KMRD IN 2005, Bob spent eleven years with a top 50 property & casualty insurance consulting and brokerage firm where he acted as his clients’ outsource risk manager managing a portfolio of commercial clients with assets across the globe.
Bob also has experience as a commercial banker where he used his accounting, cash flow and credit training to develop a portfolio of working capital/asset-based loans for large commercial clients. He was also involved with acquisition due diligence and the design of workflows and automation tools to perform collateral audits and cross selling initiatives more efficiently.
Kevin McPoyle
CIC, RPLU, CPLP
KMRD, a Foundation Risk Partners company
Kevin is a Co-Founder and the President of KMRD Partners and uses his background in engineering, management, and marketing to provide the agency’s client focused vision.
Prior to KMRD, Kevin spent eleven years with a top 50 Property and Casualty insurance consulting and brokerage firm, establishing a portfolio of clients in diverse industries with a worldwide footprint.
Following a successful military career as a former attack helicopter pilot, Kevin worked for Air Products where he developed the plan and processes to enable one division to earn an ISO9001 certification. He also served a Director of Safety and maintained a worldwide client base for sales of precision equipment.
Thomas Leek
Chief Legal Officer & EVP
Foundation Risk Partners
Tom Leek has more than 25 years of experience in Complex Commercial litigation and Labor and Employment matters, and also served as Managing Partner of the largest law firm in East Central Florida prior to joining FRP. Additionally, in 2016 he was elected to the Florida House of Representatives, where he currently serves as Chairman of the Appropriations Committee, overseeing the state’s $112+ billion-dollar budget. Tom quickly rose through the ranks of the Legislature, and served on the Leadership Teams of three consecutive Speakers of the House, including that of the current Speaker.
John McManus
Senior Managing Director
Innovu
As Senior Managing Director at Innovu, John McManus leverages his extensive expertise in employee benefit planning, design, and implementation to forge strong partnerships within the benefits consulting and brokerage communities. His primary focus is on integrating client data across all benefits and risk programs, enabling organizations to gain comprehensive insights into how decisions in one area impact others and identifying trends that affect overall population health.
With a career spanning over a decade, John has demonstrated a collaborative approach and a deep understanding of strategic benefits planning. His commitment to delivering exceptional customer service and his proven work ethic have established him as a trusted partner among clients and stakeholders alike.
Dan Kuperstein
Senior Vice President, Compliance
Corporate Synergies
Dan is an attorney with experience in a broad array of sophisticated employee benefits and labor and employment matters, including ERISA, the Affordable Care Act, COBRA, HIPAA and GINA compliance. His experience includes representation of both public and private companies, as well as health and pension plans.
Lenny Whitman
Senior Tax Partner
Witman Stadtmauer, P.A.
Leonard J. Witman is a nationally noted lecturer and author in the tax, estate and elder law planning and deferred compensation fields. He is the senior tax partner in the law firm of Witman Stadtmauer, P.A. located in Florham Park, New Jersey. Mr. Witman is a graduate of Rutgers College and New York Law School, and is a member of the New York and New Jersey Bars. He is the former New JerseyState Chair of the American College of Trust and Estate Counsel (ACTEC) and a Fellow of the American College of Employee Benefit Counsel (ACEBC). He serves as an adjunct professor of law at Seton Hall Law School and Rutgers University Graduate Business School.
He is a Dean of the Mid-Atlantic Fellows Institute of ACTEC. He formerly was a tax law specialist, instructor and lecturer with the Internal Revenue Service in the Employee Plans and Exempt Organizations Division.
Mr. Witman is a former Chairman of the New Jersey State Bar Association Taxation Committee.
He has written extensively for many tax periodicals including the Journal of Taxation, CLU Journal, Medical Economics, Prentice Hall, and CCH and is the author of two books: A Retirement Planning Techniques Book (10th Edition) and Roth IRAs. In addition, he is frequently quoted in financial columns in the New York Times, the Wall Street Journal, CNBC and on CBS News and is the recipient of the Dorothy G. Black Distinguished Service Award for his contributions to the development of Trust and Estate Law in New Jersey.
John Robinson
National Absence Practice Lead
The Hartford
John Robinson is a trusted insurance professional with over 35 years of experience working in group benefits and property and casualty insurance. John specializes in assessing, building, and delivering insurance learning programs with a focus on absence. Helping educate and train employers and consultants on the importance of employee benefits in today’s competitive and compliance-based labor market. John is a powerful force and uses his positive attitude and tireless energy to encourage others to better understand and succeed. John is a Syracuse, NY native and a married father of 3. He has a bachelor’s degree from St. John Fisher University and also holds the Chartered Property and Casualty Underwriter (CPCU) designation.
Jeffrey Boorjian
Vice President
Group Benefits Marketing
Jeffrey Boorjian is Vice President of Marketing for Group Benefits. As experts on the Workforce, Jeffrey and his team bring greater value to MetLife’s customers through industry-leading thought leadership, modern marketing and storytelling capabilities to driver greater employee benefits engagement.
Prior to joining MetLife Jeffrey was formerly the Vice President of Marketing for the world’s most diversified casino entertainment company, Caesars Entertainment (formerly Harrah’s Entertainment). Jeffrey was responsible for influencing customer behavior resulting in increased revenue and profitability for multiple regions with revenues north of $1B. Jeffrey rapidly progressed to senior-level marketing leadership positions at Caesars in the Midwest, Las Vegas and Atlantic City.
Prior to joining Caesars, Mr. Boorjian held positions at multiple advertising and branding firms leading projects across diverse industries including hospitality, consumer goods, automotive and healthcare. Jeffrey earned his Master’s degree in Business Administration from the University of Virginia Darden School of Business and his Bachelor’s degree from Boston College.
Tim Sullivan
PharmD, MBA VP, Network Strategy
Seyfarth Shaw Law Firm
As a pharmacist by background, Dr. Sullivan has held leadership roles in the health insurance and pharmacy benefit space for over 15 years. His focus on employer group and commercial benefit strategy has been a hallmark of his career, having helped craft competitive offerings across the spectrum of fully-insured to large self-funded and everything in between. Currently Tim leads network, rebate, and pricing strategy for PerformRx, helping drive growth and innovation while levering a transparent and high touch approach. He resides in the Chicago suburbs, loves spending time with his wife and three young boys, and can be found golfing/cycling/skiing/cooking on those rare instances when free time opens up.
Gary Cassidy
Director, Employee Education, Communication and 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. These award-winning programs (APEX, iCOMM and carrier) engender heightened literacy for employees, enabling them to properly enroll in, understand and use their benefits. He works closely with Corporate Synergies’ account management teams to develop and implement strategies designed to drive positive changes in workforce behavior and help clients control benefit costs.
Tammy Smith
Education Consultant
The Hartford
With 20+ years in the insurance industry, Tammy has seized the opportunity to drive results within claims, sales, service, underwriting, and learning organizations. With a learner-centric mindset, she empowers Clients and Brokers in the ever-changing world of Group Benefits through highly engaging education. Edutainment, if you will. Tammy currently calls North Carolina her home, but she grew up in San Diego (Go Aztecs). She has an amazing husband who has been putting up with her for the last 28 years, 6 awesome kids, and 1 adorable grandson.
Brian Feeley
Senior Vice President, Marketing
Corporate Synergies
Brian Feeley is an analytics-driven marketer and business developer who possesses a balance of vision, a consultative approach and the ability to execute tactically. His passion is delivering the message that Corporate Synergies is driving a very different benefits experience for employers and plan participants through the company’s unique ability to use data to develop unmatched customer intimacy.
He leads a skilled in-house marketing and communications team and uses quantitative data and deep experience to guide performance and decision-making. His expertise includes rebranding customer-facing communication vehicles, demand generation and lead management program development, marketing automation, campaign methodology, lead nurturing and scoring, team training and development, creative services management, and bid support.
His marketing acumen is reflected in the impact he had during his 23-year career at Canon Business Solutions. While there, he created and supported a marketing strategy and infrastructure that allowed the company to grow from a local Philadelphia subsidiary to a nationally recognized division with more than 80 offices nationwide and revenues of $800 million. During his tenure, he assumed sales and marketing roles of increasing responsibility and served as National Senior Director, Corporate Communications and Marketing Services.
He earned a Bachelor’s degree in English and Communications from Cabrini College, Radnor, Pennsylvania.
Meet Our Exhibitors
Bob Dietzel
ARM, CIC
KMRD, a Foundation Risk Partners company
Eileen Scoggins
Director, BenefitsVIP
Corporate Synergies
Luray Tobar
Client Solutions Director
Corporate Synergies
Yvette Benson
BenefitsVIP Team Lead
Corporate Synergies
Olga Cameron
BenefitsVIP Team Lead
Corporate Synergies
Kara Keenan
Project Specialist
Client Solutions
Melissa Loudon
BenefitsVIP Representative
Corporate Synergies
Olga Cameron
BenefitsVIP Team Lead
Corporate Synergies
Kara Keenan
Project Specialist
Client Solutions
Melissa Loudon
BenefitsVIP Representative
Corporate Synergies
Hannah Pierce
Employee Benefits Project Specialist
Foundation Risk Partners
