Banco Popular de Puerto Rico

Jerry Kalish is President of National Benefit Services, Inc., a Chicago-based firm providing retirement plan consulting, actuarial, and administrative services. Clients include business owners who want to put more money away for retirement and employers who want a state-of-the-art plan. Jerry speaks and writes regularly on retirement plan matters. He provides continuing education for financial service professionals, accountants, and attorneys and is a visiting professor at John Marshall College of Law. Jerry is also the publisher of The Retirement Plan Blog (www.retirementplanblog.com) and writes a regular monthly column for Employee Benefit News. His third book on retirement planning in the 21st Century is scheduled for publication in late 2010.

Jack has 35 years of human resources\/benefits experience – including HR\/Benefits leadership positions at four different Fortune 500 companies. He has the following degrees: LLM-Employee Benefits with honors, John Marshall Law School, JD, South Texas College of Law and MBA and BBA–Business Economics, Cleveland State. \nJack recently completed a three year term on the Department of Labor’s Advisory Council.  He has held board positions at World at Work, Council on Employee Benefits, American Benefits Council and International Foundation of Employee Benefit Plans.   

Stewart Feller is the Channel Manager in the United States for Ceridian’s Benefit and 401K channel. Ceridian is a global HR\/Payroll\/Benefit services company with over 130,000 clients and over a billion and a half dollars in revenue. Prior to joining Ceridian, Stewart was a Director of sales and business development for Corporate Synergies, a regional benefit broker in the Northeast. Stewart has also worked in the HR and benefits space for ADP and Fiserv. Stewart maintains his life and health insurance license and has taught Human Resources and Benefits at Baruch College in New York City, part of the City University of NY. For the last five years he has been the chair of the partner\/marketing committee for the Garden State Council SHRM.

David Mohl joined CIGNA Corporation as Senior Counsel in February 2009. David is responsible for legal issues with respect to employment matters.David has extensive experience counseling employers on a variety of employment related issues, including FMLA, Fair Labor Standards Act, equal employment opportunity compliance, and international employment law issues.Prior to joining CIGNA, David was Senior Employment Attorney for an international insurance broker. Prior to going in-house David was in private practice in Atlanta, Georgia where he represented management in litigation in all forums including federal and state courts nationally, as well as in Equal Employment Opportunity Commission and National Labor Relations Board proceedings.David received his Juris Doctorate from Syracuse University College of Law and his Bachelors of Science in Marketing, with honors, from Syracuse University.David is a regular speaker at national industry events and has been published in various professional journals.

Beverly Beattie is the Founder and CEO of Selden Beattie Benefits Advisors, a full-service benefits advisory services firm.\nSince founding Selden Beattie in 1996, Beverly has built the organization into a national practice with a highly regarded reputation. The firm serves clients in a wide range of industry sectors including education, hospitality, professional services, and manufacturing.\nWith over 25 years of experience in the healthcare consulting industry, Beverly has distinguished herself and her firm as a leader in delivering quality service and providing creative solutions to benefits challenges through a strategic approach to benefits planning.\nHer commitment to service excellence, integrity and ethical business practices has established Selden Beattie Benefit Advisors as one of the most highly regarded benefits advisors in the Southeast region.\nAs a result, she is a very credible speaker and possesses a unique perspective on the role of the “trusted advisor”. Prior to launching Selden Beattie Benefit Advisors, Ms. Beattie was the Corporate and International Director of Business Development for Baptist Health System (formerly South Miami Health System).\nShe previously held the position of Senior Vice President of Marketing for MDR Associates, one of the nation's largest physician and health care recruitment and consulting firms.\nDuring these assignments, Beverly honed her skills and developed a keen appreciation for the needs of her clients, nationwide. She later was entrusted with launching what became the largest international healthcare marketing program in the Southeast.\nMs. Beattie holds a BA degree from Florida International University and is very active in philanthropic activities in the greater Miami area.

Lane is a principal and client manager in the Washington, DC office of Mercer. Throughout his 30-year career, George has worked with clients on numerous employee benefit issues, including benefit plan design and strategy, financial analysis, vendor performance, employee communications, recruitment and retention, and work\/life issues. He is a frequent speaker on benefits and human resource issues and has participated in seminars and conferences for Employee Benefit News, SHRM, CEBS, the Washington Area Compensation and Benefits Association (WACABA), the HR Consortium, and the Human Resource Association of the National Capital Area (HRA-NCA).

Susan M. Nash is a partner in the law firm of McDermott Will & Emery LLP based in the Firm’s Chicago office. As a member of the Firm’s Employee Benefits Department, her practice focuses primarily in the area of health and welfare benefit plans, including compliance with COBRA, HIPAA, ERISA and the Internal Revenue Code.\n\nShe has represented a wide variety of clients in negotiations with the Internal Revenue Service, the Department of Labor, the Department of Health and Human Services and in contracting with HMOs and third-party vendors for welfare plans. She also has extensive experience working with employers, vendors and health plans to design and implement a variety of health and welfare plans, with a focus on medical, prescription drug, dental disability and cafeteria plans; and consumer-directed health plans, such as health reimbursement arrangements and health savings accounts. \n\nSusan is chair of the McDermott Will & Emery Welfare Benefit Plan Practice Group and a member of the Firm’s Consumer Directed Health Care Practice Group. Susan is also a member of McDermott’s HIPAA task force and has counseled a wide variety of group health plans on compliance with HIPAA's privacy, portability and nondiscrimination requirements.\n\nWhile attending law school, Susan served as a legal editor. Susan is a member of the Chicago Bar Association Employee Benefits Committee and the Employee Benefits Committee of the Tax Section of the American Bar Association. She is an adjunct professor for the LL.M Program in Employee Benefits at the John Marshall Law School and is a Contributing Editor to the Employer’s Handbook: Complying with IRS Employee Benefits Rules published by Thompson Publishing Group, Inc.

Michael Puck is a senior strategy consultant in the HCM practice group at Kronos.