Finance & HR Roundtable

When:  Jan 22, 2019 from 8:00 AM to 12:00 PM (CT)
Who: Finance, HR and Operation decision-makers at associations.
Fee: $125 for members, $175 for non-members
CAE Credit Hours: 3.0
Location: Association Forum, 10 S. Riverside Plaza, Ste. 800
Time: 8:00 am – 12:00 noon

Program Description:
This inaugural event will focus on issues and trends facing association leaders in the areas of finance, HR and administration. This program will engage you, and other key decision makers, in critical conversations regarding finance, HR and administration topics that are timely in today’s marketplace.
After attending this program you will be informed on how to manage various finance, HR and administration topics within your own association. Also, you will have a community of association executives to uncover topics, issues and best practices that you can learn from, and leverage their success.
Program Schedule:
8:00 – 9:00 - Networking and Breakfast

9:00 – 9:45 - What In The World is Going On? Pulling Back the Curtain on 2019
Bill Fisher, Senior Consultant, DiMeo Schneider & Associates, LLC
Robert Olcott, CAE, FASAE, CIMA, Regional Director, DiMeo Schneider & Associates, LLC 
The holidays are over and it’s a new year.  A new Congress, new tax laws, trade wars, rising interest rates and a gyrating stock market. How will these (and other) developments affect the economy, the markets, the employment picture and your association?
You will: 
  • Identify key themes for the US and global economy in 2019
  • Recognize indicators that things could diverge from expectations
  • Understand implications of the recent election
  • Identify things your association can do to navigate changing seas

  • 9:45 – 10:30 - Costs of Talent: Recruiting, Developing and Retaining
    Kathryn O'Connor, PHR, SHRM-CP, CCP, GRP, Director, Compensation Services, HR Source
    A strong total rewards package allows employers to recruit and retain talented employees.  Knowing how to stay competitive with the market requires careful analysis of market data to drive key business decisions. Using the results of Association Forum's Compensation & Benefits Study, this session will take a close look at using and applying compensation data to ensure employees' base pay is internally and externally equitable.
    You will:
  • Understand how to interpret the numbers in the Compensation & Benefits survey
  • Discuss salary trends and changes
  • Learn how to use the data to stay competitive in their organization
    10:30 - 10:45 - Networking Break
    10:45-12:00 - Closing Expert Panel Discussion and Q&A
    Process, discuss and strategize for your organization through a panel discussion with industry experts.
    Arlis Whalum, CPA – Chief Financial Officer, PCMA
    Kathryn O'Connor, PHR, SHRM-CP, CCP, GRP, Director, Compensation Services, HR Source 
    Robert Olcott, CAE, FASAE, CIMA – Regional Director, DiMeo Schneider & Associates
    Julius Rhodes, SPHR – VP, Human Resources, American Osteopathic Association
    Valeria Stokes, EdD – Executive Consultant
    Andrea Wright, CPA, MBA - Partner, Johnson Lambert LLP
    Bill Fisher is a Senior Consultant, with DiMeo Schneider & Associates. Bill services institutional clients by providing advice and counsel on all areas of fund oversight including investment policy development, asset allocation, manager research, portfolio structure, rebalancing and performance monitoring. Bill also serves as a member of the firm’s Discretionary Team. Prior to joining the firm, he served as Director at ORION Investment Advisors for more than 17 years before DiMeo Schneider acquired the firm in 2017.
    Bill received a BS in Business Administration from Miami University in Oxford, Ohio. He is active with several non-profit affinity groups including the American Society of Association Executives (ASAE), Association Forum and the Finance and Administration Roundtable (FAR). Bill serves on the Board of Trustees for the Phi Kappa Tau Educational Foundation and is a member of the Investment Committee for the Wakefield Country Day School in Flint Hill, Virginia.
    Kathryn O'Connor, PHR, SHRM-CP, CCP, GRP consults with clients on job evaluation systems, compensation system design, and on using survey data to benchmark compensation practices.  Clients have included health and recreation agencies, libraries, non-profit and for-profit organizations.  Kathryn also provides compensation, human resource, and supervisory/management training services for member organizations as a consultant and via the HR Hotline.
    Kathryn O’Connor has worked in human resources over 15 years.  Ms. O’Connor holds a Bachelor of Arts in Economics from Northwestern University.  She is a Professional in Human Resources (PHR) as designated through the Human Resource Certification Institute (HRCI) and a certified professional through the Society of Human Resources Management.  Additionally, she holds a Certified Compensation Professional (CCP) and Global Remuneration Professional (GRP) certificates through WorldatWork.
    Rob Olcott, CAE, FASAE, CIMA is a Regional Director at DiMeo Schneider & Associates, one of the country’s largest independent investment advisors.  Prior to joining DSA, Rob was a co-founder and Managing Director of ORION Investment Advisors, which was acquired by DiMeo Schneider in 2017. Rob has more than 30 years’ experience working for and with associations and other nonprofit organizations.
    Rob has a BA from Drake University and a MA from Rowan University. He is very active in the association community, earning the Certified Association Executive (CAE) designation from the American Society of Association Executives (ASAE). In 2010 he was named an ASAE Fellow and in 2016 was presented the ASAE
    Academy of Leaders award. He is an author and regular speaker at educational sessions for nonprofit organizations throughout the country. Rob currently serves as Chairman of the Investment Committee and board member of the Presbyterian Church Foundation. In addition, he volunteers with the Gospel Rescue Mission, Habitat for Humanity and the District of Columbia Food Bank. In his free time, Rob is an avid traveler and a bit of an adventure junkie, havingclimbed Mt. Kilimanjaro and run with the bulls in Pamplona.
    Julius E. Rhodes, SPHR, currently serves as VP-HR for the American Osteopathic Association and he has over 30 years of corporate and business ownership exposure at several leading edge Fortune 100 firms such as Mobil, General Electric, Baxter Healthcare and Sara Lee Bakery, as well as, the National Labor Relations Board. In 1994 he began the mpr group, a human resources and management professional services firm providing leadership and OD/OE development, training and project management services. He is the author of the book and workbook; BRAND: YOU Personal Branding for Success in Life and Business. He received a BS in Human Resources from Roosevelt University, an MS in Human Resources and Industrial Relations from Loyola University where he also completed his PH.D., coursework in ethics. 
    Valeria Stokes is Principal and CEO for Stokes Consulting Group, an organizational development and HR business process-outsourcing firm of The Affluence Group, LLC, a certified minority business enterprise. Dr. Stokes has an accomplished career in designing and directing corporate talent management and diversity and inclusion strategies, with over 20 years of experience as a strategic HR thought leader. Her work spans such corporate arenas as, retail, manufacturing, telecommunication, financial services, and professional service organizations. She has served as an executive leader, vice president and corporate HR and chief diversity officer for Fortune 100 companies. Additionally, she has demonstrated accomplishments in not for profit and midcap size organizations in designing strategic HR structure that is aligned with business imperatives. Valeria holds a Doctorate in Adult Continuing Education (EdD) with concentration in human resource and organizational development from Northern Illinois University.  She is a published author and has presented both internationally and nationally on leadership development, diversity, human capital planning and corporate learning organizations. 
    Arlis Whalum, CPA is the Chief Financial Officer for PCMA, an organization dedicated to inspiring the Business Events community with senior level networking and educational opportunities globally. As a senior level executive, Arlis has partnered to drive strategic vision, operational efficiencies, and technology integrations with financial acumen. Her skills have enhanced organizational productivity, translated big picture strategy into workable systems and transformed complex financial information into understandable levels. Her experiences include Big 4 CPA, Fortune 500, national non-profit associations and academic teaching.
    Andrea Wright, CPA, MBA, is a Partner with Johnson Lambert LLP, a multi-office, niche-focused firm that provides audit, tax, and advisory services to not-for-profit organizations, employee benefit plans, and insurance entities. Andrea serves as the Chicagoland area lead partner and also is a leader in Johnson Lambert’s not-for-profit practice. She frequently writes and speaks on industry topics, and she is involved in a variety of professional activities including serving on the American Institute of Certified Public Accountants Technical Standards Subcommittee and the Illinois CPA Society Ethics Committee. Additionally, she is a Board Member of the Association Forum. Andrea holds an MBA from Morgan State University, and a BBA from Howard University.   
    Sponsored by:


    10 S. Riverside Plaza, Suite 800
    Chicago, IL 60606