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Attendee Resources: Attracting Talent in 2023 and Beyond: Financial, Holistic and Overall Wellness Strategies – Presented by Bank of America

If you are an HR professional affiliated with SHRM and/or HRCI, you are eligible to receive 1 credit.  Please contact Gretchen McDonel, gmcdonel@pachamber.org, to receive the sheets with the Activity ID’s.

CONTINUING EDUCATION CREDITS

CERTIFICATION GROUPTYPE OF CREDITSNO. OF Credits
SHRMPDC for the SHRM-CP or SHRM-SCP.1
Human Resource Certification InstituteSPHR/PHR/GPHR Recertification Hours1
CLESubstantive law, practice and procedure CLE credit1
CPECPE Credits1

EXCLUSIVE WEBINAR SPONSOR

2023 Annual Human Resources Conference

EVENT DESCRIPTION

Calling all Pennsylvania HR professionals! Save the Date for the PA Chamber’s popular, information-packed Annual Human Resources Conference on Wednesday, April 12, 2023.

This year’s conference will be held from 7:30 a.m. to 3 p.m. at Hershey Lodge in Hershey, PA. The event will feature updates from state and federal experts on the latest HR laws; discussions on leading HR topics that you can apply to your day-to-day operations; the ability to network with colleagues and meet with exhibitors; and the chance to earn continuing education credits along the way!

Click here for information and pricing regarding valuable sponsorship opportunities that are available for the Annual HR Conference. To learn more, please contact PA Chamber Events and Engagement Executive Jennifer O’Donnell at jodonnell@pachamber.org or 717.720.5557.!  

AGENDA

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Time & Place

Wednesday, April 12, 2023
7:30 a.m. to 3:00 p.m.

Hershey Lodge
325 University Dr.
Hershey, PA 17033

Price: 

Members: $350
Non-Members: $425

REGISTRATION:

Register Now +

CONTINUING EDUCATION CREDITS

CERTIFICATION GROUPTYPE OF CREDITSNO. OF Credits
Pennsylvania State Board of AccountancyCPEs(PX177225) - Group Study4.5
Continuing Legal Education BoardCLEs4.5
Human Resource Certification InstituteSPHR/PHR/GPHR Recertification Hours4.5
SHRM Preferred ProviderSHRM-CP ™ / SHRM-SCP ™ PDC's4.5

Sponsors

EXCLUSIVE PLATINUM SPONSOR

KEYNOTE SPONSOR

Bank-of-America-stacked

BREAKFAST & LUNCH SPONSOR

SILVER SPONSORS

WIFI SPONSOR

Economic Forecast & Business Leadership Summit Post Event

Thank you for attending the PA Chamber’s Tenth Annual Economic Forecast and Business Leadership Summit. See below for speaker presentations and general documentation from this event.

Speaker presentations 

Economic Forecast – Federal and State Prospective– David Wigglesworth, Economist and Data Scientist, Piper Sandler.

It’s a Small Small World, The Globe Is Shrinking, Is your Business Expanding? – Doug Lipp, Former Executive, Walk Disney University and Best-Selling Author

Additional Handouts

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Continuing Education Credits Information

  • If you are an Attorney, you are eligible to receive 3 CLE credits.  If you did not sign in at the conference, please email Gretchen McDonel.gmcdonel@pachamber.org with your attorney number by Monday, February 20.  Gretchen will be submitting the credits to the CLE Board.

  • If you are an Accountant, you are eligible to receive 3 credits. Please contact Gretchen McDonel. gmcdonel@pachamber.org to receive the sheet that you can use to submit to the PA Accountancy Board.

SPECIAL THANKS TO OUR
2023 EVENT SPONSORS

EXCLUSIVE PLATINUM SPONSOR

BREAKFAST SPONSOR

SILVER SPONSORs

BRONZE SPONSORS

WIFI SPONSOR

Economic Forecast & Business Leadership Summit Attendee Resources

DATE/TIME

Thursday, February 9, 2023
8:00am – noon (Registration & Breakfast begins at 8am, presentation at 8:45am)

LOCATION

Sheraton Harrisburg Hershey Hotel 
4650 Lindle Road 
Harrisburg, PA 17111

Sheraton Harrisburg Hershey Hotel

Directions can be found here

AGENDA

To access the conference agenda, click here

PARKING

Please Park in the back lot and enter in the conference entrance.  

REGISTRATION

Registration will begin at 8 am in the conference lobby. You will receive your name badge and all of your handouts there. 

EXHIBITORS AND BREAKFAST

The exhibitors and breakfast will be set up in the conference floor lobby and Commonwealth Ballroom, Salon A&B. Directional signs will help guide you. 

WI-FI

Wi-Fi is provided, no password is needed. 

CONTINUING EDUCATION

As an attendee, you are invited to participate in the program and are eligible for Continuing Education credits. Detailed information is below for your convenience: 

CLE Credits: 3 

This program has been approved by the PA Continuing Legal Education Board for 3 hours of substantive law, practice and procedure CLE credits and 0 hours of ethics, professionalism or substance abuse 

CPE Credits: 3 

Program Sponsor PX177225 Prerequisites: None Level: Management Objective: To provide practical information on how companies can better prepare and manage costs by understanding lead economic forecast indicators.

2023 EVENT SPONSORS

EXCLUSIVE PLATINUM SPONSOR

BREAKFAST SPONSOR

SILVER SPONSORs

BRONZE SPONSORS

WIFI SPONSOR

Webinar: Attracting Talent in 2023 and Beyond: Financial, Holistic and Overall Wellness Strategies – Presented by Bank of America

EVENT DESCRIPTION

It’s the great migration or perhaps even the great realignment — talent is the great opportunity in the 21st Century. Financial Wellbeing has become the guiding light for employees and provides a chance for businesses to reimagine talent strategy. Moreover, as a society we are engaging with an increasingly diverse workforce. Employers need to understand the impact that this diversity has on talent attraction, retention and workplace benefit programs. The emphasis is increasingly on “holistic wellness,” — which includes mental health, physical health, and financial security considerations.

In this session, we will share new research from Bank of America, unpack key trends impacting the future of talent, including a special focus on the topic of Women and Financial Wellness.

PROGRAM HIGHLIGHTS

– Define financial wellness from the employee voice
– Identify unique approaches to recruit and retain critical talent
– Extend support that contributes to your employees’ overall wellbeing

Following the speakers’ presentations, they will engage in a moderated Q&A session.

AGENDA:

View Agenda +

Time & Place

Wednesday, February 15, 2023
11:00 a.m. – Noon

Virtual Platform: Zoom

Price: FREE

REGISTRATION:

Register Now +

ABOUT THE SPEAKERS

Keri McBeth graduated from Messiah University in 2011 with a Business Administration Major and Human Resources Concentration. Since graduating, Keri has worked at Martin’s Famous Pastry Shoppe, Inc. in the HR Department. She began her career as an HR Generalist and has since been promoted to HR Manager, overseeing a team of a dozen employees who specialize in all aspects of Human Resources. Martin’s Famous Pastry Shoppe, Inc. is a family owned, bread and roll manufacturer headquartered in Chambersburg, Pennsylvania with over 1,200 employees nationwide.

Hazel Durand is a Divisional leader of a team of Employee Benefits Consultants who support our Bank of America clients with benefits trends, consulting conversations and solutions. Hazel leads a team of 20 Benefits Consultants across the Northeast and Mid-West regions. She has held various positions within Retirement, Benefits and Advisory businesses over the last 30 years helping employers assess, identify and implement the best possible programs to meet the demands of their industry and employees.  Hazel holds the FINRA series 7, 24 and 66 licenses and Certified Plan Fiduciary Advisor (CPFA) certifications.  She currently resides in the New England area with her family.

Mason S. Flinn joined the Retirement Group as an Employee Benefits Specialist working with Merrill Advisors and Bank of America Bankers serving the Greater Philadelphia markets. Mason provides consulting for corporate benefit plans which includes 401(k), Defined Contribution Plans, Defined Benefit Plans, Health Savings Accounts, Equity Programs, Non- Qualified Deferred Compensation plans and Employee Banking and Investing programs which include Financial Wellness. Prior to joining Bank of America, Mason held sales leadership, retirement and benefits consulting and Institutional client relationship management roles with three national firms. He was a founding member of NAPA, graduated from Hampden-Sydney College and was a Varsity Lacrosse player with experience in the NCAA National Championship Tournament.

Manuel Mar Jr., CTP is the SVP and Sr. Relationship Manager within the Northeast Middle Market division in the Global Commercial Banking sub-line of business within Global Banking and Markets for Bank of America Merrill Lynch. In this role, he leads a team of specialists supporting Middle Market institutions with annual revenues of $50MM to $2BN+, focusing on building valuable longterm relationships by providing expertise in credit & finance, treasury management, capital raising & risk management, international solutions, and employee benefits & investment management products. Manny joined the firm in February 2014 in a similar role with the Healthcare, Education, and Not-For-Profit division before transitioning to his current role in December 2018.

Prior to joining the firm, Manny served as Relationship Manager with J.P.Morgan, where he managed a client portfolio comprised of institutions within the Healthcare industry in the Northeast and Mid-Atlantic states. In addition, he also served as Controller supporting Investment Banking Risk under the Finance & Business Management division. Manny is FINRA Series 7 & 63 licensed, holds an M.B.A. with a concentration in Finance from Marymount University and has a B.S. in Economics from The Pennsylvania State University. He is a J.P.Morgan Credit Training Program graduate and was awarded the Certified Treasury Professional designation from the Association for Financial Professionals in December 2016.

Manny is involved both personally and professionally in the Pennsylvania, Delaware, New Jersey and New York City community. He is a Vice Chair at the PA Chamber of Business and Industry, a Board Member at Community Volunteers in Medicine, served on the Advisory Board of the Young Professional Network at the Greater Philadelphia Hispanic Chamber of Commerce, and has volunteered with Habitat for Humanity Philadelphia, Philabundance, Cradles to Crayons, Easterseals Delaware & Maryland’s Eastern Shore, the Lenox Hill Neighborhood House in New York City, the Food Bank For New York City, the Grameen Foundation, Women’s World Banking, and The Pennsylvania State University Advisory Board. Manny is also the Executive Sponsor of the Pennsylvania Delaware County Regional Council and an active member of the bank’s Employee Networks — the Military Support & Assistance Group (MSAG) and the Disability Advocacy Network (DAN).

Kai R. Walker, Head of Inclusion Transformation, Retirement & Personal Wealth Solutions. As head of Inclusion Transformation, KAI WALKER ensures that the delivery of all Retirement & Personal Wealth Solutions (RPWS) products and services are effective in meeting the needs of diverse clients and communities served by the organization. In this capacity, Kai collaborates with colleagues and partners to enhance employee well-being, foster financial inclusion and address the unique challenges confronting diverse populations.

Kai began his career as an executive in the Merrill Lynch Global Wealth Investment Management organization and recently served as Enterprise Relationships Director. In this role, he was responsible for delivering innovative thought leadership, actionable ideas and relevant solutions to clients as an effective means in attracting, retaining, and motivating employees in an increasingly competitive business environment.

Kai also served as the National Director of Institutional Client Relationships and was responsible for coordinating the service and acquisition functions of the institutional and national client segment which maintained over $200 billion in assets and 4 million accounts under management.

Kai is a leading industry professional with more than 25 years of experience in retirement and financial services. Prior to joining Bank of America, he held a variety of key positions with market-leading financial services firms where he focused on helping corporate executives meet their fiduciary obligations and equipped and empowered their employees to achieve financial wellness.

Kai holds a B.S. in Mathematics from Gordon College and maintains certification in Economics from the University of Wisconsin. Kai holds FINRA Series 7, 66 and 24 registrations. He is an acting member of the American Economic Association, NASPP DEI Taskforce and the DCIIA D&I Leadership Council. Kai is also member of the firm’s Black Executive Leadership Council and serves as co-executive sponsor for both the Jacksonville Inter-Generational Employee Network and RPWS D&I Council.

CONTINUING EDUCATION CREDITS

CERTIFICATION GROUPTYPE OF CREDITSNO. OF Credits
SHRMPDC for the SHRM-CP or SHRM-SCP.1
Human Resource Certification InstituteSPHR/PHR/GPHR Recertification Hours1
CLESubstantive law, practice and procedure CLE credit1
CPECPE Credits1

PRESENTED IN PARTNERSHIP WITH

2023 Women in Business Conference

DESCRIPTION

Women in today’s workforce have more dynamic opportunities to blaze their own path than ever before. While we continue to strive toward true equality and representation, we’re increasingly aware of the value that leaning in and learning from one another can play in shaping those goals. But as we learn from the collective, it’s also important to recognize the unique talents we each offer as we expand upon our individual professional growth.

SPONSORSHIP OPPORTUNITIES

Click here for information and pricing regarding sponsorship opportunities at the 2023 Third Annual Women in Business Conference. For further information or questions, please contact PA Chamber Events and Engagement Executive Jennifer O’Donnell at jodonnell@pachamber.org or 717.720.5557.

AGENDA

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Time & Place

Thursday, March 23, 2023
8:00 a.m. – 4:00 p.m.

Penn Harris Hotel
1150 Camp Hill Bypass, Camp Hill, PA 17011

Discounted Room Rate

 

Price: 

Member $250
Non Member $325

REGISTRATION:

Register Now +

The Power of You – Shaping Your Leadership Role Through Authenticity

Women in today’s workforce have more dynamic opportunities to blaze their own path than ever before. While we continue to strive toward true equality and representation, we’re increasingly aware of the value that leaning in and learning from one another can play in shaping those goals. But as we learn from the collective, it’s also important to recognize the unique talents we each offer as we expand upon our individual professional growth.

2023 EVENT SPONSORS

EXCLUSIVE PLATINUM SPONSOR

Keynote SPONSOR

VIP RECEPTION SPONSOR

WELLNESS BREAK SPONSOR

PROFESSIONAL DEVELOPMENT SPONSOR

Breakfast & Lunch SPONSOR

BREAK SPONSORS

GIFT SPONSORS

WIFI SPONSOR

2023 Economic Forecast & Business Leadership Summit

DESCRIPTION

Back by popular demand! Learn about the current and future outlook for Pennsylvania and the nation’s economies, and business leadership lessons that will help your company thrive despite today’s challenges, at this valuable half-day event that is being co-hosted for the tenth year by the PA Chamber and the PA Bankers Association.

SPONSORSHIP OPPORTUNITIES

Click here for information and pricing regarding sponsorship opportunities at the 2023 Economic Forecast & Business Leadership Summit.  For further information or questions, please contact PA Chamber Events and Engagement Executive Jennifer O’Donnell at jodonnell@pachamber.org or 717.720.5557.

AGENDA

To access the conference agenda, click here.

Time & Place

Thursday, February 9, 2023
8:00 a.m. – Noon

Sheraton Harrisburg Hershey Hotel
4650 Lindle Rd, Harrisburg, PA 17111

Group Rate Accomodation

Price: 

$195

REGISTRATION:

Register Now +

Former Disney Exec to Share Knowledge for Expanding Your Business in an Ever-Smaller World at 10th Annual Economic Forecast and Business Leadership Summit

Walt Disney had it right all those years ago … “It is a small world.” And guess what? It’s getting even smaller! Mobility and greater access to multicultural markets is heralding in exciting, new opportunities for organizations.

The PA Chamber and Pennsylvania Bankers Association is thrilled to welcome celebrated former Disney executive Doug Lipp for a keynote discussion you won’t want to miss! Join us for our milestone 10th Annual Economic Forecast and Business Leadership Summit on Thursday, Feb. 9 at the Sheraton Harrisburg-Hershey. As former head of training at legendary Disney University, an international consultant and eight-time author, Doug’s more than 30 years of experience at Disney and in private practice and the lessons he’ll share will inspire and challenge you to overcome current hurdles within your business and unleash your untapped potential.

In addition to the business leadership lessons this event will provide, you’ll gain key insights into Pennsylvania’s economic future; with economist David Wigglesworth from Piper Sandler’s economic research team providing an engaging dialogue about what to expect.

2023 EVENT SPONSORS

EXCLUSIVE PLATINUM SPONSOR

BREAKFAST SPONSOR

SILVER SPONSORs

BRONZE SPONSORS

WIFI SPONSOR