overview

Date: Wednesday April 14, 2021

Time: 2 p.m. ET | 11 a.m. PT

Costs: Free

Editorial Webcast Funded by:

As companies change the way they view performance in the light of the past year, CFOs and other members of the C-suite will continue to be more involved in performance decision-making. This emerging trend is good news for consultants willing to take advantage of it. Working with more decision makers provides opportunities for education and innovation, but it also requires data and visibility to generate buy-in and create more effective plans.

Take part in this free webcast Find out why the most successful holistic performance strategies occur when there is a partnership between a performance advisor, executives, finance and HR. You will also learn:

  • Why companies with a more dedicated C-suite tend to be more progressive in managing their benefit plans

  • Use benefit analysis to identify opportunities, improve program effectiveness, and manage costs

  • Strategies to buy C-Suite and communicate more effectively with the various partners around the table

JOIN NOW! (Can’t attend? STILL REGISTER You will receive an email with information on how to access the recording of the event.)

Selected speakers:

Steve Watson, CPA, SHRM-SCP | CFO & CHRO | Trend brakes

Steve Watson comes from a diverse background and has many titles that can be named after his name – CEO, CFO, CHRO, and CPA. It might be intimidating by the time you meet him. Instead of riding the wave and looking for increasingly important positions, Steve looks for ways to give something back. He grew up on a sheep farm in Utah, graduated from BYU with a degree in Business and International Finance, got married, worked in accounting, and moved to Brazil at the age of 26 to accept a position as finance director for a publicly traded company.

Five years later, in 2009, he moved his growing family back to the United States and took on a position as CFO of a medium-sized social work company in Phoenix, Arizona. It wasn’t long before they asked him to take on the role of Chief Human Resources Officer (CHRO).

All of the different titles he carries could be confusing, but Steve has found a unique way to put them all together and complement each other. This is especially true of his role as CEO of TrendBreakers, a consulting firm where his vast knowledge and skills come together to help other companies break the trend of rising healthcare costs. He is also a nationally known spokesperson, hosts a podcast three times a week, is married, has seven children, and is bilingual in Portuguese.

Kim Eckelbarger | Founder | Tropical benefits

Kim participated in the NextGen Benefits Mastermind Partnership and Health Rosetta and is the founder and president of Tropical Benefits in Tampa / St. Petersburg region. It was featured in Employee Benefit Adviser (EBA) magazine and was the cover story in its August 2018 issue. Kim was named “NextGen Benefits Adviser of the Year” at the 2019 ASCEND conference. Kim has been invited to share expertise at prestigious industry conferences including the Workplace Benefits Conference, BenefitsPRO Broker Expo and the 2019 World Health Care Congress.

Kim is the co-author of Amazon’s bestselling book, Breaking Through the Status Quo, which describes some of the latest strategies she and other NextGen Benefits Advisers are using to control and reduce healthcare costs. She is an early adopter of innovative strategies, including overseas healthcare, direct primary care, second opinions, and RBP, and has implemented these employer solutions with successful results. Their clients’ results have been published in industry-specific publications and the results are achieved with data and transparency.

Paul Wilson | Editor-in-chief | BenefitPro | Webcast moderator

Paul Wilson is the Editor-in-Chief of BenefitsPRO Magazine and BenefitsPRO.com. He has worked in the insurance industry for more than a decade, including at Retirement Advisor Magazine and ProducersWeb.

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