2004 Workforce Planning Conference Banner. Conference will be held September 16-17.



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This program has been approved for up to 9 recertification credit hours toward PHR and SPHR recertification through the Human Resource Certification Institute (HRCI). For more information about certification or recertification, please visit the HRCI homepage at www.hrci.org.

This program has been approved for up to 9 recertification credit hours toward PHR and SPHR recertification through the Human Resource Certification Institute (HRCI). For more information about certification or recertification, please visit the HRCI homepage at www.hrci.org.

CPE Credits for Accountants

Speaker Information

Ronald E. Bachman
Teresa S. Curlin
Dennis Doverspike
Alison Cline Earles
Brennan Francois
Peter Foley
Dr. Tom Gaines
Stephon A. Jackson
Mark Josie
Dr. Bill Kahnweiler
Reed A. Keller
Nancy Lewis
Chris McChesney
Gary O'Bannon
Dr. Linda Owens
Charles M. Penuel
Jason Phillips
Elliot Susseles
Dorie Tuggle

Ronald E. Bachman, F.S.A., M.A.A.A.
Ronald E. Bachman is a Principal at PricewaterhouseCoopers, L.L.P. He is the Atlanta Healthcare Leader for the Southeast Region of the Human Resource Services Practice. Mr. Bachman is an actuary with extensive experience in managed care strategy and financial modeling. While currently focusing on ways to assist employers in moving to the next generation of benefit designs, he works with all players around the "health care table" to establish new partnerships for effective market-driven reforms. Mr. Bachman consults to a broad range of clients including: employers, HMOs, hospitals, physicians, indemnity carriers, as well as State and Federal Agency clients.

Mr. Bachman is considered a national thoughtleader on a wide range of healthcare issues. He has recently been focused on the market evolution of consumer-centric health plan. He worked closely with the Bush White House and the IRS on the language and principles of the 2002 HRA guidelines. He worked closely with Treasury and Congress on HSA legislation and regulations. He has consulted with various government agencies on national health issues and legislative and regulatory proposals. He has served as a designated expert on actuarial issues to the Centers for Medicare and Medicaid Services (CMS), the Congressional Budget Office, the Department of Labor, the National Institute of Mental Health, and several members of Congress.

Mr. Bachman is an advisor to the Wye River Group on Health (WRGH), a national healthcare thought leadership group. He was instrumental in two seminal WRGH reports entitled "An Employer's Guide to Patient-Directed Healthcare Benefits" and "An Employer's Guide to Pharmaceutical Benefits." He is the author of several publications in this area, including "Consumer-Driven Healthcare – The Future in Now", "Giving Patients More Control" published by the National Center for Policy Analysis. He has written numerous articles such as, "Boomers Will Revise an Aged, Ineffective System" and "Consumer-centric Medicare" both articles coauthored with Newt Gingrich, ex-Speaker of the House of Representatives and founder of the Center for Health Transformation.

Mr. Bachman is a Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries. He obtained a Masters in Actuarial Science from Georgia State University and a Bachelor of Science in Applied Mathematics from the Georgia Institute of Technology.
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Teresa S. Curlin
Teresa S. Curlin is a North Carolina native. She is thrilled to work for the City of Charlotte, her hometown, as the Human Resources' Business Manager and a Senior Human Resources Analyst. She earned a B.A. in English from the University of North Carolina at Charlotte, a J.D. from North Carolina Central University School of Law, and an LL.M. in Banking Law from Boston University. Teresa also holds a Senior Professional in Human Resources (SPHR) certification and a Group Benefits Associate (GBA) from the International Foundation of Employee Benefit Plans. Before joining Charlotte in 1999, Teresa was the Assistant Attorney for Gaston County, N.C.
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Dennis Doverspike
Dennis Doverspike, Ph.D., ABPP is a Full Professor of Psychology at the University of Akron, a Fellow of the Institute for Life-Span Development and Gerontology and Director of the Center for Organizational Research. He serves on the Board of the IPMAAC and is Chair of the Professional and Scientific Affairs Committee. Dr. Doverspike holds a Diplomate in Industrial/Organizational Psychology from the American Board of Professional Psychology and is a licensed psychologist in the State of Ohio. He has over twenty years of experience working with consulting firms and with public and private sector organizations. Dr. Doverspike is the author of 2 books and over 100 refereed journal publications. He also provides consulting services in the areas of Industrial Psychology and Human Resource Management. He is on the Editorial Board of Organizational Analysis.
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Alison Cline Earles
Participating Associate. Alison has a broad background in employee benefits law. She concentrates her practice in the areas of fiduciary issues, governmental retirement plans, health and welfare plan compliance, review of Qualified Domestic Relations Orders and ERISA litigation. Alison speaks frequently on such subjects as the Health Insurance Portability and Accountability Act, ERISA Litigation, Computerized Benefits Communication and ERISA Claims Review Procedures. She has also published articles on these topics.

Alison graduated with an A.B. in Religion from Princeton University in 1992. She received her J.D. from the Duke University School of Law in 1995. Alison is a member of the Atlanta and Georgia Bar Associations, the WEB - Network of Benefits Professionals and Women in Pensions. She was named a "1999 Eckerd 100 Woman of Achievement" for her efforts as founding President of the ATLAS Foundation, Inc., a non-profit mentoring organization for girls that was adopted by the Girl Scout Council of Northwest Georgia.
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Brennan Francois
Brennan Francois is the Founder and President of the powerful public presentation organization called "Dynamic Living." For almost two decades Mr. Francois has motivated, challenged, and inspired youth & adult audiences across North America.

Born in New Orleans, LA. Mr. Francois studied at Xavier University of New Orleans. He received his BA Degree from Southwestern Adventist University in Keene, TX.

His graduate work was done at Andrews University in Berrien Springs, Michigan.

In addition to his work with "Dynamic Living," he has served as an Educator, a Pastor and Chaplain. Currently he serves as Chaplain in the Pastoral Counseling Department at the Medical College of Georgia.
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Peter Foley
Pete Foley is a principal with Mercer's Global Strategy & Metrics Group in Atlanta. Pete works with Mercer clients to improve their bottom-line performance through more effective management of their human capital.

Throughout his 15 years experience in the consulting industry, Pete has worked with clients to help them understand the relationship between organizational practices, human capital, and key outcomes such as employee engagement, employee productivity and customer loyalty.

Prior to joining Mercer, Pete worked for a leading global research firm as director of their Southeastern U.S. and Latin American practices. He possesses considerable expertise in the design and implementation of organizational climate surveys - particularly in multinational organizations operating in diverse cultural settings.

His industry experience includes financial services, manufacturing, pharmaceuticals, professional services and telecommunications, among others. Having worked extensively overseas Pete is fluent in both Spanish and French.

Pete holds a BA in Psychology from the University of Michigan and MS and PhD degrees in Applied Psychology from the University of Georgia.
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Dr. Tom Gaines
Dr. Tom Gaines established The Institute for Leadership and Ethics (T.I.L.E) immediately following his retirement from the University of Georgia in September 2003. He served as an administrator and faculty member at the university for almost 14 years, retiring as Interim Director of the Georgia Center for Continuing Education. Prior to that role, he served as Deputy Director of the university's Carl Vinson Institute of Government. Tom has over 20 years' leadership and management experience in state and federal government, including serving as director of a Georgia state agency for eight years. Tom's business experience includes having helped organize a community bank and serving on its board of directors for 11 years, including one term as its vice chairman.Tom is the recipient of numerous national, regional and state awards and citations for various leadership achievements.
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Stephon A. Jackson
Stephon Jackson, Vice President and Portfolio Manager/Analyst joined Brown Capital Management in 1997 and has been in the industry since 1984. Before this, Steph was Portfolio Manager/Director of Research at NCM Capital Management and an analyst at Putnam Investments, ARCO Investment Management Company and First Union National Corporation Capital Management Group. He is a Chartered Financial Analyst (CFA), earned a Masters in Business Administration (MBA) from The Wharton School, University of Pennsylvania and a Bachelor of Science (BS) from the University of North Carolina in Business Administration where he was a Morehead Scholar. Steph is a Board Member at the Gilman School, Baltimore Community Foundation and former Board Member of St. Ignatius Loyola Academy.
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Mark Josie
Mark Josie is a 12 year veteran of the FranklinCovey Company. He currently serves as one of the five North America Managing Directors. He oversees the South East Region, a 12 state area. In the capacity of managing director, Mark and his team are responsible for; sales, marketing, full profit and loss responsibilities, and all on going organizational client relations.

Mark and his colleagues are pioneers in developing event based marketing, which have been one of the most significant generators of client interest for FranklinCovey. Mark is one of the primary developers, designers and delivery experts of the following programs: Creating a culture of Execution, Focus and Execution (I+E=R), Corporate University Summit, Strategic Relevance in Corporate Learning. Through these programs, FranklinCovey has trained thousands of HR and Line professionals.

Mark has personally worked with, coached, and managed large organizational relationships that include: Best Buy, Kinkos, Papa Johns, Chick Fil-A, First Union, Sandia National Labs, and others.

Mark worked as a senior leader in the retail golf industry. He has a BA in Business management and organizational behavior from the Marriott School of Management.
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Dr. Bill Kahnweiler
Dr. Kahnweiler is quoted frequently in national and local media on various "people issues" in the work place. He directs the undergraduate and graduate degree programs in human resources for the Department of Public Administration and Urban Studies at Georgia State University. He has assisted clients ranging from Fortune 50 multi-national corporations to small social service agencies on human resource issues, including management and employee selection, development, evaluation, motivation, and leadership. He was an editor of Organization Development Journal.

Kahnweiler's research focuses on employee involvement in decision making, innovative and effective career development interventions in the ever-changing work place, and leadership and consulting competencies of human resource professionals. He has published more than 80 articles in both scholarly and popular outlets, and has presented papers at numerous national and international conferences. Kahnweiler also serves as a reviewer for several human resource journals and continues to consult with a variety of for-profit, nonprofit, and governmental organizations. His forthcoming book, published by Elsivier, focuses on career development for new, mid-career, and seasoned HR professionals.

Kahnweiler has provided commentary for media including Fortune, The Atlanta Journal-Constitution, Atlanta Magazine, Atlanta Business Chronicle, The Augusta (Georgia) Chronicle, The Cincinnati Enquirer, and numerous industry trade publications.
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Reed A. Keller
Reed works with customers to construct HR, benefits and payroll solutions that meet their needs and advance their business purpose. Often working side-by-side in client teams, our consultants purpose-build solutions around a company's people and workforce strategies, their economic circumstances and cost constraints, IT/HR investments already made or anticipated, current and future plan design and policy considerations as well as the reliability, security and practicality of all options being considered. Because SHPS provides outsourced administration of HR/benefits, call center and back office services to many large employers, we are often called upon for our on-the-ground experience and product/service knowledge as well as our objective analysis. We are prepared to enter into confidentiality agreements where they are deemed appropriate and useful by our clients.

Reed has more than 20 years of experience as a PricewaterhouseCoopers consultant and partner. At PwC he built and ran one of the largest HR consultancies and TBO/HRO outsourcing service businesses in the world. Reed has also served as the lead HR/business consultant and adviser to hundreds of client companies including some of the world’s largest and most complex organizations. Reed joined SHPS shortly after concluding the sale of Unifi Network LLC, a PwC subsidiary for which he was CEO, to Mellon Financial Corporation.

Prior to his PwC consulting and business leadership experience, Reed was the head of human resources for an energy services company and had international compensation and benefit responsibilities for a subsidiary of Eastman Kodak.

Reed graduated from the University of Tennessee College of Business with a B.S. in 1970 and an M.B.A. in 1974 where he serves today on the Advisory Council to the Dean. From 1970 to 1976, he served in the U.S. Marine Corps Reserve.
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Nancy Lewis
Nancy J. Lewis is a leading motivational/inspirational keynote speaker, trainer, author, and consultant. She is the president of Progressive Techniques, Inc. based in Fayetteville, Georgia where the theme of her organization is "Developing a Better YOU!" She earned a M.S. degree from Georgia State University in Urban and Public Affairs with a concentration in Human Resources. She has been speaking and conducting training for 20 years. Nancy works with organizations that want to develop their people and with people who want more impact in their lives and careers. She conducts dynamic keynotes and seminars on customer service, leadership, diversity, human resources, and personal enrichment. She delivers customized, energizing, interactive, and content-rich presentations that provide strategies for everyday living.

Nancy was nominated for inclusion in the 2003 Edition of Who's Who In Black Atlanta, "The Ultimate Networking Guide." She has been selected as an honoree for Women Looking Ahead News Magazine (WLA)100s List of Georgia's Most Powerful and Influential Women! Nancy was one of the finalists for National Association of Women Business Owners (NAWBO) 2002 Women Entrepreneurs (WE) awards Women Business Owner of the year. She is the former co-host of the radio talk show Relationships In Focus and former host of the radio talk show Sisters Together: Sharing Stories Straight From the Heart. She has been featured regularly on local radio and television broadcasts.

Some of Nancy's clients include: Delta Air Lines, Inc., Chick-fil-A, Inc., Coca-Cola Enterprises, Inc., Lucent Technologies, AT&T, Bureau of Engraving and Printing, Metropolitan Atlanta Rapid Transit Authority (MARTA), The Atlanta Journal-Constitution, Taco Bell Corp., Hewlett Packard, Georgia State University, City of Myrtle Beach, Centers for Disease Control (CDC), Aularale Cosmetics, Inc., and Management Decisions, Inc.

Nancy is a National Member of ABWA and a member of the Company Connection. Nancy is also a member of the National Speakers Association (NSA), NSA Georgia the local speakers organization, International Customer Service Association (ICSA) and Society of Human Resource Management (SHRM). She is active in many community and civic organizations in the metropolitan area.

Nancy is the co-author of Sisters Together: Lessons Learned That Have Anchored Our Souls, a compilation of short stories from multi-cultural women sharing how they moved from adversity to victory. She is a contributing author in Career Compass for Women With her engaging style, she is called "The Speaker Who Keeps it Real."
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Chris McChesney
Chris is currently the Co-Managing Director for the South-East Region for FranklinCovey. He's been with FranklinCovey for 10 years. Seven of those years were with the Covey Leadership Center. He started working for Stephen R. Covey in 1991 as his publicist during the time that Seven Habits first hit #1 on the NY Times best-sellers list. Since then (for the last 8 years) Chris has worked in the Consulting and Organizational Solutions division. The primary focus of that division is helping organization get results by helping people execute strategy. Chris has been heavily involved in numerous organizational change efforts, including leaving FranklinCovey for a year to work as an internal change agent for a FranklinCovey client.
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Gary O'Bannon
Gary O'Bannon is the Director of Human Resources for Kansas City, Missouri. The Human Resources Department includes a staff of 48 professionals who coordinate a comprehensive human resource program for 4700 full-time employees. This includes oversight and administration of programs in labor and employee relations, recruitment, pension and benefit administration, compensation, and training & development.

Mr. O'Bannon is a member of many professional human resource organizations including the International Personnel Management Association (IPMA), the National Public Employee Labor Relations Association (NPELRA), and the Society for Human Resource Management Association (SHRM). In 1999, Mr. O'Bannon established the City's Human Resource Management Academy training program. This supervisory training program was awarded the Year 2000 Best Practice Award from the IPMA and the Year 2001 Best Practice Award from the ASTD.

He has an undergraduate degree in Communications from the University of Missouri-Kansas City and a Master's degree in Human Resources from Webster University. In addition, he has graduated from both the Harvard and Michigan State University Schools of Negotiations, and has instructed at Avila and Park College. In addition, he served as a visiting instructor for George Washington University/Public Service School of Excellence in Washington, D.C. He is also a published author.

In 2002, Mr. O'Bannon was awarded the Award of Excellence for Public Sector Labor & Employee Relations from NPELRA and the Local Administrator of the Year Award by the Greater Kansas City Chapter of ASPA.
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Dr. Linda Owens
Dr. Linda Owens is a highly motivated professional dedicated to helping organizations enhance the quality of life for all of their stakeholders. She is founder and President of The Owens Group, Inc., an innovative solution based consulting and training firm specializing in organizational efficiency and productivity. She is cofounder of HIGHER GROUND TM a dba of The Owens Group, Inc. Through seminars, workshops and special events, HIGHER GROUNDTM maintains a focus on personal development and healthy relationships. Dr. Owens' vision is well adjusted individuals contributing to healthy organizations in support of a society that works equitably for the betterment of everyone. She has led The Owens Group, Inc. in developing and delivering interventions in areas such as coaching, leadership development, diversity and multicultural awareness, change management and performance management in the U.S. and abroad.

Her clients have included Fortune 500 companies such as IBM, AT&T, The Southern Company, Alabama Power Company, Georgia Power Company, Gulf Power Company, Mississippi Power Company, Savannah Electric, the Internal Revenue Service, the National Management Association, the Society of Human Resource Managers, Delta Airlines, Miller Brewing Company, Smith College, The Girl Scouts of America, Cushman and Wakefield, SmithKline Beecham, Eastman-Kodak and many others.

Prior to forming The Owens Group, Inc., Dr. Owens was hand picked by diversity guru Dr. R. Roosevelt Thomas, Jr. as President of his diversity consulting firm. The two colleagues met while working for the Atlanta-based American Institute for Managing Diversity. There she served in the capacity of Advocate in the areas of Education, Training and Research. This affiliation began her journey to national recognition as a prominent authority on diversity and multicultural issues.

A graduate of Smith College in Northampton, Massachusetts, Dr. Owens holds a B.A. in Psychology with a minor in Education. She earned an M.A. in Psychology at the University of Hartford in West Hartford, Connecticut and an M.A. and Ph.D. in Organizational Behavior and Organizational Psychology, respectively, from the California School of Professional Psychology in Alameda, California. As a life coach in private practice and former co-host of a radio talk show, Dr. Owens specializes in helping people work together in a cooperative and safe environment. She is an author, a noted keynote speaker, a former college instructor and a member of several professional and civic organizations.
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Charles M. (Chuck) Penuel
Chuck Penuel has been Director of the Georgia Higher Education Savings Plan, a qualified tuition plan under IRC Section 529, since July 2001. The GHESP provides a program of tax-advantaged investment options that facilitate saving for higher education expenses. As Director of the GHESP, Chuck is responsible for all program services. He has made numerous guest appearances at various media outlets to promote Georgia's college savings plan, and the program has been very successful in two-plus years of operation.

Chuck began his career in state government with the Georgia Merit System in 1979. He worked as a systems analyst and assumed primary responsibility for the development and maintenance of computer systems for the State Health Benefit Plan (the health insurance program for state employees and teachers). Chuck moved into SHBP program management in 1997, and became Director in 1998. As Director, Chuck was responsible for all program operations and management of staff.

Prior to becoming Director of the GHESP, Chuck served as the Assistant Director of the state Department of Administrative Services Information Technology Division. In this capacity, Chuck provided leadership to the state's primary IT organization, which included over 1,000 employees.

Chuck completed his BA at Emory University in Atlanta.
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Jason Phillips
Jason Phillips is a Senior Research Analyst for the Human Resources Department of the City of Kansas City, Missouri. He is responsible for overseeing the implementation of various special programs including the Department’s Assessment to Action Program, as well as the HR-Score Initiative which was the 2003 CPS/IPMA grant recipient for public sector innovative programs.

He has an undergraduate degree in Psychology from Texas A&M University, as well as a Master's degree in Industrial/Organizational Psychology from Emporia State University. In addition, he is currently working on a Masters in Public Administration from the University of Kansas. Mr. Phillips has presented at several national IPMA conferences on a variety of HR issues.
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Elliot Susseles
Mr. Susseles joined The Segal Company in 1992. He was promoted to Vice President in 1996 and Senior Vice President in 2001. He specializes in public sector compensation and collective bargaining consulting from our Washington, DC office.

Some of the clients Mr. Susseles has worked with include: U.S. Office of Personnel Management, State of Arizona State of Georgia,Department of Audits and Accounts, State of Iowa, State of Maryland, Government of the District of Columbia, Loudoun County (VA), Spotsylvania County (VA), City of Houston (TX), City of Raleigh (NC), City of Sedona (AZ), City of Solon (OH), Town of Ocean City (MD), Ohio Public Employees Retirement System, Baltimore County Public Schools (MD), Pasadena Independent School District (TX), Prince George’s County Public Schools (MD), Massachusetts Bay Transit Authority, Regional Transit District (Denver), Southeast Louisiana Transit Authority, Washington Metropolitan Area Transit Authority (DC), Laramie County Library System (WY), Central Piedmont Community College (NC)

Prior to joining Segal, Mr. Susseles served as Associate Director of Labor Relations for the District of Columbia where he was responsible for the District's labor economics program. He has extensive experience in government finance and human resources including working for the Washington Metropolitan Area Transit Authority as a labor economist and with the New York City Transit Authority as Chief of the Office of Labor and Cost Analysis. Mr. Susseles served as Assistant Director of Research and Negotiations with a major public employee union.

Mr. Susseles has a B.A - Economics from Hofstra University and an M.A. in Economics from New York University. He is a member of WorldatWork and the International Personnel Management Association (IPMA).
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Dorie Tuggle
Dorie Tuggle was named senior manager of Lockheed Martin Aeronautics Co.’s diversity and equal opportunity programs in Marietta, Georgia in June 2000. In this role, she ensures the attainment of the company’s business objectives relating to inclusion, compliance and community engagement. In addition to nearly 15 years at Lockheed, she progressed to positions of increasing responsibility in marketing and human resources during her nearly 20 year at the International Business Machines Corporation (IBM). Tuggle is also a certified organizational consultant and trainer, and a certified mediator in the state of Georgia.

Dorie attended the University of Michigan and has completed graduate studies at UCLA, Emory and the University of Jerusalem. She is actively committed to a number of community and civic organizations, and is a recipient of numerous awards. Among them are: U.S. Department of Labor for Exemplary Leadership; the NAACP - Distinguished Service; Who’s Who in Black Atlanta - Corporate Leaders; YWCA Women of Achievement and Lockheed Martin Company Aero Star - Leadership Achievement. She is a graduate of Leadership Cobb and has served as Vice Chair, Cobb County Civil Service Commission; Girls Inc. facilitator; two-term chair of Atlanta Merit Employers Association; the National Scholarship Committee and Executive Board of the Cobb NAACP; and the Southeastern Consortium for Minorities in Engineering.

She has served on the Advisory Boards for Clark Atlanta University, Spelman and Morris Brown College. She is currently a member of the President's Board for Minority Affairs at Kennesaw State University; Vice Chair of the Georgia Women's Business Council Board; Diversity Chair and Board member - The Southern Institute for Business and Professional Ethics, and Board Member of the National Industry Liaison Group. A captivating orator and biblical educator, Tuggle is also an ordained minister and associate pastor at Zion Baptist Church in Marietta. A native of Detroit, Michigan, she now resides in Cobb County.
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