Working Together to Make a Difference
2023 IMA Benefits Summit
Empower Field at Mile High
May 11, 2023
Registration is Now Open!
Space is limited and early bird pricing ends on April 7th – be sure to secure your spot today. Tickets will be on sale until May 3rd.
Early Bird: $75
Regular: $100
2023 IMA EB Summit Details
Who:
HR and Employee Benefits professionals or anyone who has a passion for learning.
When:
May 11, 2023 | 8:00 AM – 4:00 PM | Happy Hour to follow!
Where:
Empower Field at Mile High
Cost:
$75 (Prior to 4/7/23)
$100 (Until 5/3/23)
Notes:
During this indoor event, breakfast, lunch, and snacks will be provided throughout the day.
Breakdown of the Day
The final schedule will be posted shortly!
Morning Agenda
8:00 – 8:30
Registration Open & Vendor Marketplace
8:30 – 9:30
United Club West – North Alcove
Breakfast/Opening Remarks
AM Keynote: Rob Cohen, Charmain & CEO | IMA Financial Group
9:30 – 9:45
Please visit the Vendor Marketplace during your transition to the next session
9:45 – 10:45
Breakout Sessions (45 minute presentation, 15 minute Q&A)
Session 1
United Club West – North Alcove
Maintaining Wellness with a Remote Workforce
Kellie Straub, Vice President of Growth & Innovation | National Wellness institute (NWI)
Session 2
United Club West – South Alcove
Servant Leadership in the Workplace
Mike Butler, Co-Founder | School of Statesmanship, Stewardship and Services (SOSSAS)
10:45 – 11:00
Please visit the Vendor Marketplace during your transition to the next session
11:00 – 12:00
Breakout Sessions (45 minute presentation, 15 minute Q&A)
Session 1
United Club West – North Alcove
Social Drivers Impact on Total Health
Dr. Lauren Galpin, Physician | Kaiser Permanente Colorado
Jordan Paulus, Director of Strategy & Analytics | IMA
Session 2
United Club West – South Alcove
Diversity, Equity & Inclusion (DEI)
Johnny Humphrey, Director of Inclusivity Services | The Center on Colfax
Afternoon Agenda
12:00
Lunch Served
12:15 – 1:15
United Club West – North Alcove
Lunch/Presentation
Lunch Keynote: Keri Ohlrich, PhD, CEO | Abbracci Group
1:15 – 1:30
Please visit the Vendor Marketplace during your transition to the next session
1:30 – 2:30
Breakout Sessions (45 minute presentation, 15 minute Q&A)
Session 1
United Club West – North Alcove
Paid Family Medical Leave (PFML) Landscape
Megan Holstein, VP Absence Management | The Hartford
Session 2
United Club West – South Alcove
Leading Through Times of Disruption
Jolie Wills, CEO Americas | Hummingly
2:30 – 2:45
Please visit the Vendor Marketplace during your transition to the next session
2:45 – 3:45
United Club West – North Alcove
Final Keynote: Patrick Murphy, Founder | Seeing Human
3:45 – 4:00
Raffle & Closing Remarks
4:00 – 6:00
Happy Hour for all attendees – Bud Light Champions Club (upstairs)
Patrick Murphy
Founder, Seeing Human
Patrick Murphy believes in a world where business is always human-centered and connection is valued above all. He is a relational leadership facilitator, startup founder, and podcaster whose mission is to remove all barriers that exist between a person and the help and healing that they need. He brings his mission into the workplace by guiding companies to become more human-oriented in order to meet the modern day workforce’s desire for cultures that support mental health and wellness. As the son of an alcoholic parent he is intimately familiar with the ways in which our personal lives drive both positive and problematic behaviors at work, and his deepest wish for all is that everyone become free from their wounds so that we may share our greatest gifts in service of making a difference in the world.
Megan Holstien
Vice President of Absence Management and Group Benefits Insurance Executive, The Hartford
Megan Holstein is a preeminent expert in time away benefits, including paid and unpaid leave, short- and long-term disability, and workplace accommodations. She believes the time has arrived for a transformative, holistic approach to leave of absence and is influencing insurance carriers, third-party administrators (TPA), and employers to move toward more efficient, comprehensive, easy-to-navigate solutions for employees needing to take time away from work.
As an authority in employment law, employee benefits, and absence management solutions, Ms. Holstein is an expert in translating regulatory complexity and data insights into compliant solutions that bring innovation and competitive advantage to insurance carriers, TPAs, and employers. She is a key influencer in modernizing how employers and employees navigate wage replacement leave, including short-term disability, paid parental leave, and the job-protection benefits of unpaid leave laws.
As the Vice President and Head of Absence Management at The Hartford, Ms. Holstein is responsible for the strategic design and marketing of the company’s absence management, disability, and accommodations products. In concert with The Hartford’s Group Benefits leadership team, Ms. Holstein is responsible for driving innovative and market leading products for The Hartford.
Ms. Holstein is an adjunct professor at the University of Denver Sturm College of Law where she teaches Human Resources Management and a past adjunct professor at the University of Colorado School of Law where she taught Employee Benefits Law. She is admitted to practice law in Colorado and New York.
She is a former member of Disability Management Employer Coalition’s (DMEC) Executive Advisory Board and has been a board member of Resource Central, a board member and past president of Peak to Peak Charter School, and a former Town of Erie (Colorado) Planning Commissioner.
Dr. Lauren Galpin
Internal Medicine, MD- Kaiser
Dr. Lauren Galpin is an internist and pediatrician who has been providing primary care services at the Englewood office with Kaiser Permanente Colorado since 2011. She graduated from Georgetown University with a bachelor’s degree in biology. She worked as a middle school science teacher in Baltimore for 2 years before starting medical school at Washington University in St. Louis. During medical school she earned a Master’s of the Arts of Clinical Research as a Doris Duke Clinical Research Fellow in Malawi, Africa, and then graduated with her MD from Wash U in 2006. She completed her combined adult internal medicine and pediatrics residency at the University of North Carolina in Chapel Hill, and after a year as an internal medicine chief resident, moved with her husband and family to Denver. Since 2017 she has been serving as a leader in complex pediatric care within KPCO, and in April of 2020 began serving as the KPCO Medical Director for Medicaid and Charitable Programs, a role which gave her the opportunity to help lead the creation and implementation of universal social health screening for all KP members.
Kellie Straub, CWP
Vice President of Growth and Innovation, National Wellness Institute (NWI)
Kellie serves as Vice President of Growth and Innovation for the National Wellness Institute (NWI) where she is responsible for the development, oversight, and implementation of strategic programs, partnerships, and other initiatives that support the vision, mission, direction, and overarching goals of the organization. Focused on national and global growth, in addition to positioning NWI as the worldwide voice of the wellness community, Kellie works closely with the NWI Board of Directors, governing committees, partners, sponsors, and members to advance the awareness and uptake of a wide array of tools, resources, courses, events, and associated offerings that promote multidimensional, multicultural, high-level wellness into an array of professional development and worksite wellness programs.
In addition to her executive leadership role with NWI, Kellie is the Founder & CEO of Greater Possibilities LLC and provides Operations & Client Support for her husband’s company, LIG (Life Is Great!) Coaching & Consulting. In both roles, she works tirelessly to empower individuals, entrepreneurs, business owners, and executive leaders to create clarity about who they are, recognize their strengths, address possible limitations, gain more balance, and develop authentic communications with others to improve results and become top performers in all areas of living.
A dynamic and experienced leadership, sales, and productivity expert with an extensive background as a health and wellness advocate, entrepreneur, consultant, coach, trainer, speaker, corporate executive, and project management professional, Kellie loves to learn, educate, and create dynamic solutions for both individuals, team, and organizations. A large portion of her work is focused on helping people create clarity about who they are to develop more authentic communications with others. With a deep interest in health, wellness, and human potential, Kellie is driven by a mission of empowering all people to make smarter lifestyle choices, reach their potential, and become their greatest possibility through the power of personal awareness and positive behavioral change.
A passionate lover of family, nature, and healthy living, Kellie enjoys spends time with her husband Marcus Straub (Founder & CEO, LIG Coaching & Consulting) and their three children: Reis (26), Savie (22), and Lily (20). Together, they enjoy long road trips, great burgers, reading, writing, listening to music, staying physically active, and spending as much time as possible by the water. Her first book in a collection of titles for emerging readers, Sally & Sam Sparrow in The Big Backyard, was published in December 2020 with subsequent books to follow in 2023; her first novel, The Coffee House Effect, is due for publication in 2024.
Jordan Paulus
Vice President, Director, Strategy and Analytics
Jordan oversees data analytics and risk management strategies for IMA, Inc.’s benefits clients. Jordan is a Fellow of the Society of Actuaries with a background in risk management, population health management, and predictive analytics. Jordan’s career includes over 10 years of experience as a consulting actuary, focusing on population health management, rate development, data analytics, and other actuarial functions for employer-sponsored health plans, insurers, hospitals, and provider groups. Throughout his career, Jordan’s subject matter expertise has focused on strategies related to mental health and social determinants of health strategies for employer-sponsored health plans.
Speaker Corner
Rob Cohen
Chairman and CEO, IMA Financial Group
Robert Cohen is the Chairman and CEO of The IMA Financial Group, Inc. the IMA Financial Group is a diversified financial services company which is currently comprised of three primary businesses. A native of Kansas, he received his bachelor’s degree in Risk Management and Finance from the University of Texas at Austin. His professional memberships include Colorado Concern, the Colorado Forum, Assurex Global, Intersure, World Presidents’ Organization, the Council of Insurance Agents & Brokers (Board member), and PAR, Inc. (Board member).
His for-profit Board memberships include Atlas Advertising; Commerce Bank; and Dovetail Solutions (Chair). Past Board memberships include Tigris Marketing; Schenkein Public Relations; USR, Inc.; UMB Bank Colorado; and Intertech Plastics.
In addition to the above, Robert currently serves on the Boards of Boy Scouts of America Denver Area Council, the Colorado Ethics in Business Alliance, Colorado Succeeds, Denver Hospice, the Denver Sports Advisory Board, the Downtown Denver Partnership, the I Have A Dream Foundation, the Metropolitan State University – Denver Board of Trustees (Chair), the Metro Denver Economic Development Corp., the United States Olympic Foundation, and Visit Denver. His past Board memberships include Adventures Within, the Cherry Creek Arts Festival, Community College of Denver, Craig Hospital Foundation, the Denver Art Museum, the Denver Metro Chamber of Commerce (past Chair), the Denver Metro Chamber Foundation (past Chair), the DPS Foundation, Junior Achievement, the Metro Denver Sports Commission (Founder & Chair Emeritus), Metropolitan State College of Denver Foundation (past Chair), The Spot, and the University of Colorado’s Student Leadership Institute.
He has served as a member of the Rocky Mountain Leadership Symposium, the Leadership Denver Steering Committee, Small Business Profit Center Council, Economic Development Council, Bright Beginnings Steering Committee, School to Work Committee, the Ritter Transition Committee, and the Hickenlooper Transition Committee. He earned his Charter Property Casualty Underwriters designation (CPCU) and is a graduate of Leadership Denver and 50 For Colorado. He is an 18-time participant in the Denver Metro Chamber Foundation’s City-to-City Leadership Exchange.
Robert has been recognized with the Denver Metro Chamber of Commerce’s “Chamber Champion” award (1994), the Leadership Denver Alumni Association’s “Outstanding Alumnus” award (1996), inclusion in Colorado Business Magazine’s “Colorado’s Emerging Leaders” (1997) and The Denver Business Journal’s “Forty Under Forty” (1999), the National Association for Community Leadership’s Distinguished Leadership Award (1997), the 9News “Leader of the Year” award (1999), the National Philanthropy Day in Colorado “Outstanding Volunteer Fundraiser” award (2002), the Colorado Father’s Day Council’s Father of the Year award (2007), the Goodwill Community Leader Award (2010), and The Denver Business Journal’s Partners in Philanthropy “Corporate Citizen of the Year” award (2011).
He and his wife, Molly, have three sons and one daughter.
Keri Ohlrich
CEO, Abbracci Group
Dr. Ohlrich’s diverse career includes leadership positions ranging from start-ups to Fortune 500 companies. Prior to co-founding Abbracci Group, she played a pivotal role in redesigning and implementing HR processes, new business strategy management, and reshaping the HR department of an organization serving 25,000 global employees. Her professional roles have led to deep insight and expertise in leadership and organization development, strategic talent planning and programs, defining and developing culture, change management, team building, employee development, engagement and retention, HR department diagnostics.
The heart of her work is focused on improving the business environment, thus improving the lives of an organization’s employees.
Dr. Ohlrich earned her PhD in Human Development and Organizational Systems from Fielding Graduate University. She also holds an MS in International Peace and Conflict Resolution from American University, an MS in Global Human Resources from Loyola University Chicago, as well as a BS in Psychology and Business from Carnegie Mellon University.
As a volunteer, Keri utilizes her talents to make a difference outside the business world. She gives her time and energy to helping children reach their full potential through the non-profit Voices for Children as a Court Appointed Special Advocate (CASA). Keri is proud to contribute to U.N. efforts around the globe as a board member for the Coachella Valley UNA-USA. She lives in Southern California with her husband, son, and two dachshunds.
Jolie Wills
Co-Founder and CEO Americas, Hummingly
Jolie is a cognitive scientist and global thought-leader in resiliency, leadership and team effectiveness under pressure.
Jolie has lead teams in the most challenging of environments after disaster and disruption. When your team has a critical role in rebuilding the third largest city in New Zealand following a devastating series of earthquakes, along with supporting its population, failure isn’t an option.
Over the last decade, Jolie has conducted global research on key ingredients needed to support teams to thrive in difficult times. Jolie brings the science, the research but most importantly the practical solutions because, like the leaders in your audience, she’s been deep in the leadership trenches with a great deal at stake.
Jolie is the co-founder and CEO Americas for Hummingly – an organization that upskills leaders, teams and organizations to thrive in the face of challenge. Jolie has been awarded a Winston Churchill Fellowship and an Edmund Hillary Fellowship for her global contribution to preparing teams and organizations to do pressure well. She is co-author of Leading in Disaster Recovery: A companion Through the Chaos and is an advisor to the global Counter Terrorism Preparedness Network.
In her keynotes and workshops, Jolie is known for her ability to combine science and storytelling with immediately applicable insights and practical strategies.
Mike Butler
Co-Founder, School of Statesmanship, Stewardship, and Service (SOSSAS)
Mike Butler was the public safety chief in Longmont, Colorado for 26 years. He reinvented public safety within the context of partnerships and leveraged social capital. During his tenure, Longmont public safety instilled a philosophy that included the utilization of many alternative options to the criminal justice system. Those options embraced restorative principles and practices in public safety’s response to numerous social and health issues in their community. Mike is sought by communities throughout the country who want to learn how to rethink and reset their own responses to the various social and health issues they encounter.
Mike also co-founded the School of Statesmanship, Stewardship, and Service (SOSSAS). The purpose of SOSSAS is to create a learning environment in which leaders, elected officials, appointed officials and students-at-large can learn and embrace the many skill sets necessary to enhance their capacity to serve their locals, organizations or companies in ways that produce high levels of citizen and/or employee engagement.
Johnny Humphrey
Director of Inclusivity Services, The Center on Colfax
Johnny Humphrey, MBA, serves as the Director of Inclusivity Services at The Center on Colfax and leads the agency’s RANGE Consulting program. RANGE Consulting provides comprehensive consulting services on DEI (diversity, equity & inclusion) strategies, with an emphasis on LGBTQ+ (lesbian, gay, bisexual, transgender, queer) best practices for employers within the private, nonprofit, and government sectors throughout Colorado and beyond. Johnny has more than a decade of DEI experience and was recipient of the 2020 Inclusion@Work Award by the Center for Legal Inclusion. He currently serves on the Executive Committee for the Aurora Chamber of Commerce’s Diversity & Inclusion Council, a member of Colorado’s LGBTQ+ Chamber of Commerce, and is collaborative partner with the Corporate PRIDE Network of the Rockies (CPNR). He holds a bachelor’s degree in marketing management, a master’s degree in business administration and a certification in Diversity & Inclusion. Johnny has been a proud Coloradan since 2017. He loves to run, hike, camp, and ski, and is a proud puppy parent to a 2½ year old rescue named Ada.