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Broker Track

HR Track

DAY 1: Monday, April 8

7:30–8:30 a.m. CDT

Conference Check-In (Pre-Conference Registrants Only) | Registration/Office 

8:30 a.m.–4:30 p.m. CDT

BerniePortal Training (Pre-Conference Registrants Only) | Ryman 1 & 2

Noon–1 p.m. CDT

Lunch | MarketStreet

4–6 p.m. CDT

All-Conference Check-In (HR and Brokers) | Registration/Office

6–8 p.m. CDT

Welcome Reception | Ryman Terrace (In the case of poor weather, join us in the Front Atrium)

DAY 2: Tuesday, April 9

7:30–8:30 a.m. CDT

Conference Check-In | Registration/Office

7:30–8:30 a.m. CDT

Breakfast | MarketStreet

8:30–9 a.m. CDT

Opening Remarks | Alex Tolbert, BerniePortal Crockett

9–10:30 a.m. CDT

Keynote Speaker | Aron Ain

10:30–11 a.m. CDT

Exhibitor Visits (Break) | Prefunction Area

11 a.m.–Noon CDT

Bernie Breakouts:

​Breakout SpeakerBroker Council: How to Help Employers Get the Most out of BerniePortal | Ryman 1

In this panel, members of BerniePortal’s Broker Council share their experience with getting employers up and running on BerniePortal’s HRIS. Help streamline tech adoption with practical tips and best practices for onboarding new employer clients.

Breakout Speaker | Stephanie Sappo: Set the Plate (Instead of Eating From the Pot): New Hire Success| Ryman 2 

More details coming soon!

Noon–1 p.m. CDT

Lunch | MarketStreet

1–2:30 p.m. CDT

General Session Speaker | Gloria Goins

2:30–3:30 p.m. CDT

Bernie Breakouts:

Breakout Speaker | Brian Tolbert: How Benefits Technology Can Increase the Valuation of Your Agency| Ryman 1

More details coming soon!

Breakout Speaker | Employer Council: A Brainstorm on How HR Can Navigate 2024 and Beyond  | Ryman 3

In this panel, members of BerniePortal’s Employer Council share their experience with Human Resources and navigating current and future trends in the changing world of work. Learn more about the pain points facing other HR professionals in a diverse collection of industries and brainstorm strategies to face the quickly evolving work landscape.

3:30–4 p.m. CDT

Exhibitor Visits (Break) | Prefunction Area

4–5:30 p.m. CDT

General Session Speaker | Dr. Jessica Rhodes, Eli Lilly: Employer Consideration for Patients with Obesity

Join a presentation by Lilly on a new FDA-approved medication for patients living with obesity. The presentation will shed light on the impact of obesity on employees and the need for comprehensive care in the workplace. Additionally, the session will delve into considerations for obesity care for employers and economic considerations for these medications. Attendees will have the opportunity to ask questions at the conclusion of the program.


This speaker presenting on behalf of Lilly USA, LLC. This program is being presented consistent with FDA guidelines and is not approved for continuing education credit. 

DAY 3: Wednesday, April 10

8–9 a.m. CDT

Breakfast | MarketStreet


9–10:30 a.m. CDT

General Session Speaker | Madeline Mann 

10:30–11 a.m. CDT

Exhibitor Visits (Break) | Prefunction Area

11 a.m.–Noon CDT

Bernie Breakouts:

Breakout Speaker | Joseph Doyle: The Future of HR Technology: Point Solutions Die| Ryman 1

BerniePortal’s Revenue Leader, Joseph Doyle, will share insight from his 20+ years of experience in the HRIS and benefits space to navigate employers and benefits experts through the changing HR technology landscape. Learn about key industry developments and future predictions as they impact how SMB HR professionals use technology—and how brokers can leverage this moment to improve their book of record.

Breakout Speaker | Alex Tolbert: Meta-Planning for BerniePortal: What’s Next in Our Product Roadmap | Ryman 2

BerniePortal’s Founder and CEO leads a meta-planning session focused on where the platform is headed next. In addition to a brainstorm open to all participants, learn how to conduct your own meta-planning session for your brokerage or employer.

Breakout Speaker | Meredith Box: Inviting Robo-Recruiters to the Office Party: Guidelines for Artificial Intelligence in the Workplace | Ryman 3

Artificial intelligence (“AI”) has permeated the modern workplace. AI can be a practical tool to level up traditional Human Resources functions such as applicant screening and selection, predicting and monitoring job performance, and determining pay or promotion opportunities. However, when utilized improperly, these tools can expose your business to liability under both federal and state employment discrimination laws. This session will focus on the potential pitfalls of AI in the workplace, and guidelines for how to structure a compliance program to insulate your business from liability.

Noon–1 p.m. CDT

Lunch | MarketStreet

1–2:30 p.m. CDT

General Session Speaker | Alex Tolbert: What's New with BerniePortal? 

BerniePortal founder Alex Tolbert will share the platform and company’s latest updates, including new product and service level enhancements. Alex will give you a sneak peek into what new features BerniePortal is planning to launch in the next 12 months. You’ll also learn how the HR/Benefits/Payroll software industry has evolved in the last 12 months and what BerniePortal is hearing from HR about what they need most from their vendor partners—and what it means for you.

2:30–3:30 p.m. CDT

Bernie Breakouts:

Breakout Speaker | Andy Wainwright: Strategies for Navigating a Lay-Off| Ryman 1

Andy Wainwright, a specialist in out-placement for organizations, guides HR professionals through the employer-facing considerations behind lay-offs or reductions in force. After walking attendees through the business case prompting lay-offs, he will cover the legal "do's" and "don'ts" and the procedural processes to follow, and end the session by defining the strategic analysis, so HR professionals can remain informed and plan ahead. 

Breakout Speaker | Fred J. Bissinger: Navigating Difficult Disability Issues in 2024, Opioid Addiction Crisis and Beyond | Ryman 2

Since the Covid pandemic began in early 2020, workplaces throughout the United States have experienced a significant increase in the incidences of employees being diagnosed with mental health issues requiring accommodation and employee addiction issues, primarily alcohol and drug-related (especially opioids).  Identifying, communicating about, and addressing such issues tends to be a difficult process – for a variety of reasons. This session will discuss how to identify such issues, strategically navigate the appropriate communications with the employee (and management team), and work through the applicable FMLA and ADA processes

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