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You're Invited

Building for What's Next

Join a curated group of HR leaders for a day of practical, peer-driven conversation.

Date

April 16, 2026

TIME

8:30 AM - 5:00 PM

LOCATION

Mountain View, CA

EARN

SHRM & HRCI Credit

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HR leaders are navigating rising healthcare costs, increasing compliance pressure, and evolving workforce expectations.
 
This event brings together a curated group of peers to discuss what's working and what's next. 

Join HR leaders to explore:

Healthcare cost strategy

Compliance and fiduciary risk

Emerging benefits (GLP-1, LSAs)

Workforce and total rewards strategy

 

See What We'll Cover

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The New Health Benefits Landscape: GLP-1, LSAs, Family-Forming & Caregiving Benefits

GLP-1 therapies, lifestyle spending accounts, expanded family-forming programs, and caregiving benefits are reshaping the cost structure and competitive dynamics of employer-sponsored healthcare. What were once emerging offerings are now strategic decisions with meaningful financial, clinical, and workforce implications.

This session examines how HR leaders can evaluate adoption, manage risk, and align innovation with long-term sustainability through both a workforce and fiduciary lens — balancing employee demand, health outcomes, and long-term cost containment.

You'll leave with: a structured framework for assessing emerging benefits, aligning innovation with financial responsibility, and building a business case that demonstrates measurable value.

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Benefits Without Borders: Measuring Equity Across a Global Workforce

As workforces become increasingly distributed, ensuring equitable benefits across geographies has become both a compliance challenge and a cultural imperative. This session examines strategies for aligning global benefits offerings while respecting local regulations and workforce expectations.

You'll leave with: insights on advancing equity at scale, managing global compliance risk, and building consistency across regions without sacrificing flexibility.

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Blueprint for Fiduciary Compliance: Risk Proof Your Benefit Programs

You’ve seen the lawsuits. You’ve read a dozen articles. You feel a low hum of panic. You know you need to do something . . . but what exactly are you supposed to do?

In this session, we will present an actual blueprint for fiduciary compliance. Straightforward answers along with an outline of the steps necessary to create your fiduciary compliance program will be provided.

Come with questions and uncertainty. Leave with answers and a plan.

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Financial Wellness Reimagined: The Outcomes of Leading Employer-Sponsored Programs

Financial stress directly impacts productivity, retention, and overall workforce wellbeing. From retirement plan design and HSA optimization to student loan support, emerging savings vehicles, and evolving policy shifts such as “Trump accounts” and other tax-advantaged structures, employers are playing an increasingly strategic role in long-term financial security.

You'll leave with: a broader perspective on financial wellbeing as a measurable workforce investment and practical considerations for aligning programs with multi-generational needs while driving participation, impact, and sustainable outcomes.

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Leave and Accommodation Law Updates, Including ADA, PWFA and FMLA

Join us for an informative and lively presentation from Sun Life’s in-house legal counsel Marjory Robertson as she provides updates on the evolving compliance challenges related to leave and accommodation laws, both in California and nationally. She’ll cover key issues related to the ADA and PWFA, including job-protected leave, work-from-home arrangements, as well as special guidance on accommodating mental health conditions. She will also review recent jury verdicts in leave and accommodation case.

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The Digital Shift: Building a Scalable People Platform

Benefits technology is no longer just an administrative tool — it’s core infrastructure in an increasingly AI-enabled workplace. From automation and advanced analytics to employee experience platforms and AI-driven insights, HR tech is transforming how organizations deliver benefits, manage compliance, and make data-informed decisions at scale. As the vendor landscape rapidly evolves, leaders must think strategically about integration, governance, and long-term partnership.

You'll leave with: practical insights on navigating the expanding HR tech ecosystem, evaluating and selecting AI-enabled people-tech partners, and leveraging technology to improve efficiency, strengthen oversight, and align benefits data with broader business strategy.

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US Healthcare in Transition: Cost Pressures, Policy Shifts & What's Ahead

Healthcare costs continue to climb amid inflationary pressure, PBM reform efforts, evolving HSA policy discussions, premium tax credit changes, and ongoing uncertainty in Washington. As reimbursement models shift and regulatory scrutiny intensifies, employers are navigating a landscape shaped by both forces outside their control and strategic decisions within it. This session provides a timely view of what’s happening in DC, how policy shifts may impact employer-sponsored coverage, and where financial and compliance exposure is emerging.

You'll leave with: a clearer understanding of what’s driving cost acceleration, insight into the CFO–HR tension around cost containment, and practical strategies to strengthen your position — balancing what can be influenced versus what must be managed.n - healthcare costs rising, inflation -- control vs. not in control.

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Panel Discussion: Future Focused Leadership

Strategy only matters if it’s executed effectively.

In this closing panel, we’ll bring together leaders with diverse perspectives to explore what it takes to lead in a rapidly changing world. From performance and equity to sustainability and the role of AI, this conversation will reflect the real challenges and opportunities shaping the future of leadership.

This session is designed as an open, thought-provoking discussion grounded in lived experience. Panelists will share how they are navigating change, making decisions under pressure, and evolving their approach to leading people and organizations.

You'll leave with: practical leadership insights, new ways of thinking about alignment and impact, and a clear perspective on how to lead through transformation.

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Networking & Happy Hour

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Hear directly from leaders navigating these challenges.

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Marjory Robertson

AVP & Senior Counsel
Sun Life

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Kristen Rivers

Senior Vice President
ParetoHealth

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Charles Reader

Chief Talent Officer
California Health Care Foundation

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Carmel Smith

Director, People Operations & Programs
Tenstorrent

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Kim Minnick

Fractional People Ops
FPP, Code Traveller HR

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Erik Hansen

President
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Karl Hansen

CEO
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Rae Lee Clark

Chief Compliance Officer
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Caroline Barkley

Benefits Practice Lead
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Eddie Gow

Global Benefits Lead
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Ready to join us?

Reserve your complimentary spot today.