Meeting/Event Information
2023 Employee Benefits Summit

May 12, 2023 | 7:30 AM CDT - 4:30 PM CDT
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Marriott Franklin Cool Springs | 700 Cool Springs Boulevard
Franklin, TN 37067
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2023 Employee Benefits Summit
Through a combination of general sessions, breakouts, and panel discussions featuring thought leaders, subject matter experts, and senior-level peers, the 2023 Employee Benefits Summit offers interactive learning, networking opportunities, strategies, technology trends, and the latest in compensation and benefits “best practices” designed to improve hiring and retain talent.
New this year is a peer-to-peer networking session, where you’ll get the opportunity to discuss current challenges, recent successes and new ideas.
Registration: Is now open and closes on Monday May 8, 2023
Certification: This program will apply for 7 hours of SHRM PDCs and HRCI recertification credits.
Cancellation policy: Cancellations will be honored until 7 days prior to the conference. After that, we are committed and so are you. All refunds will be made less a 10% administrative fee. Substitutes are welcome with advance written notice.
Agenda - (Download Agenda PDF)
| 7:00 a.m. | Registration, Networking & Information Fair | |
| Continental Breakfast Buffet Opens at 7:15 am | ||
| 8:00 a.m. | Opening Keynote General Session | |
| 2023 Employee Benefit and Hiring Trends | ||
| Jim Horrell, Senior Benefits Consultant, Lockton Companies | ||
| Kyle Loretelli, Director of Market Operations for the State of Tennessee, Ashton Carter | ||
| 9:00 a.m. | Concurrent Breakout Sessions (3) | |
| Reframing Family Building Benefits to Achieve Equity and Inclusion | ||
| Michelle Lafalette, Vice President & Total Rewards Leader, AON | ||
| Sara Tynes, Assistant Vice President, AON | ||
| Breaking Down SECURE 2.0 - What you Need to Know (Repeat at 10:45 a.m.) | ||
| Jeanne Sutton, Financial Benefits Advisor, Strategic Retirement Partners | ||
| Innovations of Non-Qualified Plans | ||
| Jeremy Boraks, Vice President Workplace Consulting, Fidelity Investments | ||
| Alicia Henson, Vice President, Fidelity Investments | ||
| 10:15 a.m. | Morning Break & Information Fair | |
| 10:45 a.m. | Concurrent Breakout Sessions (3) | |
| Update on State PFML and Statutory Plans for 2023 and Beyond | ||
| Chad Smolinski, Regional Sales Manager, Prudential | ||
| Breaking Down SECURE 2.0 - What you Need to Know (Repeat from 9:00 a.m.) | ||
| Jeanne Sutton, Financial Benefits Advisor, Strategic Retirement Partners | ||
| New Strategies to Engage Your Workforce in their Health Benefits | ||
| Karen Stone, Director of Business Engagement Strategies, Vanderbilt Health | ||
| 12:00 noon | Lunch & Information Fair | |
| 12:30 p.m. | Luncheon Keynote General Session | |
| Modernizing Your Employee Benefits: Walking the Tight Rope of Cost Containment and Employee Retention |
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| Kevin Mattice, Market Leader TN|KY, Gallagher | ||
| Stephanie Hawkins, Area Vice President and HR Consulting Practice, Gallagher | ||
| Cassandra Williams, Vice President Human Resources, Endodontic Practice Partners | ||
| 1:30 p.m. | Concurrent Breakout Sessions (3) | |
| Financial Wellness - A Peer-to-Peer Moderated Session | ||
| Moderator: Jeanne Sutton, Financial Benefits Advisor Strategic Retirement Partners | ||
| Total Rewards - A Peer-to-Peer Moderated Session | ||
| Moderator: Linda McDougal, Account Executive, Gallagher | ||
| Considerations for Self-Funded Programs - A Peer-to-Peer Moderated Session | ||
| Moderator: Jay Brown, President - Tennessee, Lockton Companies | ||
| 2:45 p.m. | Afternoon Break & Information Fair | |
| 3:00 p.m. | Closing General Session | |
| Mission Impossible - Improving Benefits Without Increasing Costs | ||
| Ben Merrill, Senior Principal, Mercer | ||
| Adrienne Johnson, Benefits Managing Director, Mercer | ||
Agenda submit to change.
Thank you to our Sponsors:

Our Presenters
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Adrienne Johnson, Benefits Managing Director, Mercer |
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Alicia Henson, Vice President, Fidelity Workplace Consulting |
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Ben Merrill, Senior Principal, Mercer |
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Cassandra Williams, Vice President Human Resources, Endodontic Practice Partners |
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Chad Smolinski, Regional Sales Manager, Prudential |
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Jay Brown, President - Tennessee, Lockton Companies |
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Jeanne Sutton, Financial Benefits Advisor, Strategic Retirement Partners |
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Jeremy Boraks, Vice President Rewards Consulting, Fidelity Investments |
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Jim Horrell, Senior Benefits Consultant, Lockton Companies |
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Karen Stone, Director of Business Engagement Strategies, Vanderbilt Health |
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Kevin Mattice, Market Leader TN|KY, Gallagher Kevin has spent his entire career in the healthcare industry and currently serves as the Area Vice President of Health and Welfare Consulting at Gallagher in Nashville, TN. Kevin began his career on the carrier side as an Underwriter focusing on portfolio pricing and management. He then served as an Account Manager with a focus on client service and client retention. In his final role on the carrier side, Kevin focused on business development and new client attraction. |
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Kyle Loretelli, Director of Market Operations for the State of Tennessee, Ashton Carter |
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Linda McDougal, Account Executive, Gallagher |
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Michelle Lafalette, Vice President & Total Rewards Leader, AON |
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Sara Tynes, Assistant Vice President, AON |
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Stephanie Hawkins, Area Vice President and HR Consulting Practice, Gallagher |
Disclaimer: Registration and attendance at, or participation in, MT|SHRM programs and other activities constitutes an agreement by the registrant to our use and distribution (both now and in the future) of the attendee's image or voice in photographs, videotapes, electronic reproductions and audiotapes of such programs and activities.
Tickets
$345.00 Member
$395.00 after 12:00 am April 28
$295.00 Earlybird rate before April 7
$435.00 Guest
$495.00 after 12:00 am April 28
$375.00 Earlybird rate before April 7

















