About the Event
In today’s competitive job market, attracting and retaining top talent requires more than just traditional benefits. This 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.
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) Matthew Roberts, HUB International, Director of Group Benefits
With nearly 30 years of expertise in the employee benefits industry, Matthew brings a wealth of knowledge and experience to his role as Director of Group Benefits. His career began at MetLife in Chicago, where he served as an underwriter with a focus on innovative product development. Transitioning to the brokerage side, Matthew has worked in various regions across the U.S., including Rochester, NY, Albuquerque, NM, and Washington, D.C.
Matthew is known for his data-driven approach to reducing employee benefit costs and improving retention. He partners with clients to design tailored solutions that enhance employee engagement and address key organizational challenges. His areas of specialization include alternative funding arrangements, compliance, strategic planning, and workforce engagement strategies.
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.
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