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Unlocking Employee Satisfaction: Innovative Lifestyle Spending Accounts and Benefits Programs for a Competitive Edge

  • September 17, 2025
  • 8:30 AM - 10:30 AM
  • 8300 Greensboro Dr, Lower-Level Conference Training Room, Tysons, VA 22012

Registration


Registration is closed

About the Event

In today’s competitive job market, attracting and retaining top talent requires more than just traditional benefits. This interactive presentation delves into how Lifestyle Spending Accounts (LSAs) and other progressive benefit programs can be pivotal in enhancing employee satisfaction and engagement. We’ll explore various innovative benefits options, including wellness stipends, professional development funds, and flexible perks that align with modern employee needs and preferences. Learn how to tailor these programs to your organization’s culture, maximize their impact, and gain insights into implementing these benefits effectively to stay ahead of the competition.

Stay until the end to enter the raffle to win a prize!

Location

8300 Greensboro Dr.

Lower-Level Conference Training Room

Tysons, VA 22012


Paid parking located behind the building.

Agenda:

  • 8:30 am - 9 am: Breakfast and Networking
  • 9 am - 10 am: Presentation
  • 10 am - 10:30 am: Questions and Networking

Speakers

(Moderator) Patrick Rafeedie, HUB International, Senior Account Executive

As a dedicated employee benefits consultant in the DMV region, Patrick collaborates closely with account teams and employers to craft tailored benefits strategies that align with their unique needs and business objectives. With a career in the employee benefits industry starting in 2019, he recognizes that when employers invest in benefits, they rightfully expect measurable results that directly reflect their aims.

Before joining Hub International, Patrick served as a consultant with ADP TotalSource, where he advised government contractors, nonprofits, and professional services firms on creating optimal benefits programs for their workforce. This role honed his ability to understand the diverse needs of different sectors.

Patrick is responsible for the development and execution of cutting-edge cost-containment, risk-reduction and employment-enhancing initiatives. He leverages data into information and information into action to help clients realize their goals.

Brian McCauley, Director, Sales, OCA

Brian is responsible for implementing sales strategies and processes that allow OCA to grow without sacrificing its current clients’ needs.   With 15 years of benefit technology and TPA experience, Brian is uniquely situated to understand how the ever-changing marketplace creates opportunity to generate growth and a positive experience for everyone who trusts OCA. Prior to joining OCA in 2015, Brian was the Northeast Director of Sales for HealthConnect Systems, where he was responsible for the growth and development of their core quoting platform and new product initiatives.

Ross Honig, President, OCA

Ross oversees all aspects of OCA’s business operations, product development, and business growth. Ross grew up in the family business and officially joined OCA upon graduation from Towson University in 2009. Ross has been committed to spearheading innovative solutions that continually deliver outcomes and experiences that matter most to OCA’s clients and partners.

CEUs

This SHRM continuing education course qualifies you for 1.5 CEUs toward your recertification. Attendance will be recorded and the code will be provided to you after the program.

This WorldatWork continuing education course qualifies you for .25 CEUs toward your recertification. After attending this education program, you will self-report these credits to WaW.

WATRA

P.O. Box 4313

Arlington, VA  22204


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