Lori Lucas, CFA, is the President and CEO of EBRI. Lori is responsible for leading EBRI in its mission to provide unbiased, fact-based research and data on retirement, health care, and other benefits that provide financial security for American workers.

Formerly, Lori was an Executive Vice President and Practice Leader at Callan, where she led Callan's DC business and developed research and insights into retirement trends for the benefit of clients and the industry.

In previous roles, Lori was Director of Retirement Research at Hewitt Associates, served as a Vice President at Ibbotson Associates, as a pension fund consultant at J.H. Ellwood & Associates, and as an analyst and product development leader at Morningstar, Inc.

Lori received a Bachelor of Arts from Indiana University and earned a Masters from the University of Illinois. Additionally, she earned the right to use the Chartered Financial Analyst® designation. Lori is the immediate past Chair of the Defined Contribution Institutional Investment Association and has served as the Vice Chair and Research Chair of EBRI. She is a former columnist for Workforce Management online magazine. She has testified before the Senate HELP Committee, the DOL, SEC, and ERISA Advisory Council. Her views have frequently been cited in the press and in articles and white papers she has written. She has also been a featured speaker at national and international conferences.

Kimberly Young is an HR benefits executive specializing in global strategy and design of health and welfare programs, Union negotiations, mergers and acquisitions, compliance, analytics and organizational development.

Prior to Amentum (formerly PAE), Kimberly led national benefit programs in a cross section of industries. Former employers include: Booz Allen Hamilton, ETRADE Financial and XO communications. She has been in the industry for more than 20 years and worked with industry leadership teams including Carl Icahn and The Carlyle Group. In addition, Kimberly has been a speaker at CEBS, ERISA Group and NBGH on topics that include Health Care Reform, benefit analytics and wellness strategy
design.

Her passions include volunteering, mentoring at risk women and interior decorating.

Jennifer Paisley is the VP of Total Rewards and HR Operations at Valmont.

Juli Insinger is a Co-founder and the VP of Business Development of Carrot Fertility, the leading global fertility benefits provider for employers. Carrot's clinically-managed program includes egg freezing, in vitro fertilization (IVF), donor and gestational carrier services, and adoption; Carrot Rx, a premium pharmacy experience, at significant savings; Carrot Pregnancy; and the Carrot Card®, a flexible fertility benefits debit card employees can use to pay for their care. Carrot supports nearly 200 companies in more than 50 countries across North America, Asia, Europe, South America, and the Middle East.

Juli’s career covers healthcare, human resources and business operations working with companies like Zenefits and Equilar. In her role as an HR and benefits advisor, Juli was struck by the fact that fertility benefits weren’t covered well, if at all, by most employers even though employees asked for them. She was inspired to co-found Carrot to help employers meet the needs of the modern workforce by establishing an inclusive fertility benefits program for all employees regardless of age, sex, sexual orientation, gender identity, or geography.

Dr. Hemalee Patel has a 360-degree, integrative approach to her practice. Her method to delivering care begins with getting to know her patients, which includes their values, lifestyle, and concerns and empowering them to leverage evidence based medicine, the science of human nutrition, and the use of digital health applications to improve their health. At One Medical, Hemalee leads at the intersection of health technology and design thinking, as a Co-Medical Director for One Medica’s clinical design lab. In particular, she is the design lead for overarching chronic care management and remote patient monitoring.

Hemalee earned her undergraduate degree in Economics at UC Berkeley with an emphasis in Nutritional Sciences and completed her residency in Internal Medicine at Santa Clara Valley Medical Center. Hemalee earned her medical degree from Touro College of Osteopathic Medicine before completing her residency at Santa Clara Valley Medical Center. She is board-certified by the American Board of Internal Medicine, and certified in Ayurvedic medicine level 1 and 2.

Luke Marble is the head of compensation and benefits at InterContinental Hotels Group (IHG). The company is a global organization with a broad portfolio of hotel brands, including InterContinental, Holiday Inn, Kimpton, Crowne Plaza, Indigo, and Staybridge Suites. IHG franchises, leases, manages or owns nearly 6,000 hotels in more than 100 countries, employing about 400,000 people. The company is incorporated in Great Britain, with U.S. offices near Atlanta.

David Kristoff joined NetApp, a leading cloud services and storage solutions provider, in 2020 as the Vice President, Rewards and HR Services.  In this role, David manages global compensation & benefits, mobility, HR Ops & HR technology, Workforce Planning & Future of Work. He leads the engagement with the Compensation Committee of the Board of Directors. Prior to joining NetApp, David worked with Newmont Mining Corporation from 2010-2020 in the role of VP, Total Rewards, Mobility, Technology and Workforce Planning. In this role, he led the work with the Leadership Development and Compensation Committee and co-led the investor engagement activities related to ESG and the proxy.

Prior to joining Newmont, David served as the Senior Director of Compensation at Sun Microsystems.  During his time at Sun, he led the global and executive compensation practices, as well as held responsibility for managing the Leadership Development and Compensation Committee of the Board of Directors.  He holds a bachelor’s degree from St. Bonaventure University and a master’s degree from Cornell University.  David is a member of the Conference Board’s Council on Executive Compensation and has been a regular speaker at executive compensation conferences.

Davida leads Product Management & Sales for E4E Relief, expanding the field of employee relief through our offerings, future enhancements, and innovating grants to individuals around the world.  Coupled with her philanthropic consulting background, Davida has a deep understanding of corporate social responsibility.

She is recognized as a national expert in employee relief, including compliance with program policies and IRS regulations. Through the Napa Valley Disaster Response Fund and Brave of Heart Fund, she has led efforts for applying relief more broadly to communities in crisis. She is a graduate of the University of North Carolina at Chapel Hill and has completed the Essentials of Business for Nonprofits through Wake Forest University.

Lydia Dishman is Fast Company’s senior editor for growth and engagement. She has also written for CBS Moneywatch, Fortune, The Guardian, Popular Science, and the New York Times, among others.

With more than 20 years of experience guiding organizations toward workplace inclusion, Teresa Hopke brings a wealth of knowledge and wisdom on the importance of establishing cultures of belonging where everyone can thrive. Her unique, trusted, and proven insights on employee wellbeing, women's leadership development, and DEI (Diversity, Equity, & Inclusion) make her an incredibly valuable resource as Talking Talent’s CEO and as a partner to her coaching clients. ​

​Teresa’s career has been focused on building up others in order to achieve the best results, both for the individual and the teams they work with. Her innovative ideas and determination to see real change are the reasons for her success over the last two decades.  She is a nationally recognized thought leader on the topic of inclusive leadership, and she has been featured in many top tier business publications and media outlets such as CNBC, the CBS Morning Show, NBC Nightly News, NPR, Forbes, Wall Street Journal, HR Magazine, Money Magazine, and others. ​

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As a mother of four, Teresa understands the needs of working parents and caregivers. She also continually advocates for people who are underserved, undervalued, and underestimated in the workplace.

Robbie supports seasoned and emerging leaders in making the changes they wish to see in their lives. As a sounding board, she listens to the things that concern professionals the most, coaching with empathy and energy. Robbie is also a springboard for her clients who need a career bounce back. And as a surfboard, she helps high performers navigate the transitions of life, one wave at a time.

Having been a working mom for over 25 years, Robbie also has a strong passion for supporting professionals who have caregiving responsibilities. Throughout her career, Robbie has lived in three states with her family of four, often without any other family nearby. It was these circumstances that helped her learn to make the most of every situation and gave her a deeper appreciation of the challenges facing working parents and caregivers. 

Robbie’s coaching superpower is building rapport with clients quickly, so they feel comfortable opening up to her almost right away. Her thought leadership has been featured by premiere business media including Working Mother Magazine, Black Enterprise, Authority Magazine, Thrive Global, and many more.  

Karsten Vagner is the VP, People at Maven, the world's largest virtual clinic for women's and family health. Karsten started his career in healthtech as one of the first employees at Zocdoc, where he led the People team as the company grew from 3 to 500 people. Karsten was the Director of People Operations at AppNexus, where he led M&A people operations as the company scaled from 300 to 1200 people, and most recently led the People team at Hired in San Francisco. Karsten lives on the Upper West Side with his husband, Lee, and his daughter, Josephine.

Cassidy Stevens, LICSW, MPH is a Public Health Social Worker based in Boston, MA. She has five years of experience providing therapeutic counseling and advocacy to patients in the health care setting, while also looking upstream to find system-level solutions through her public health lens. She is currently a mental health provider on Maven's platform and a Clinical Social Worker at a major hospital in Boston.

Alyson Watson is the founder and CEO of Modern Health, a mental health benefits platform for employers. We are the first global mental health solution to offer employees access to one-on-one, group, and self-serve digital resources for their emotional, professional, social, financial, and physical well-being needs—all within a single platform. Whether someone wants to proactively manage stress or treat depression, Modern Health guides people to the right care at the right time. We empower companies to help all their employees be the best version of themselves and believe in meeting people wherever they are in their mental health journey. We are backed by investors like Kleiner Perkins, Founders Fund, John Doerr, Y Combinator, and Battery Ventures and partner with global companies like Lyft, Electronic Arts, Pixar, Clif Bar, Okta, and Udemy that are taking a proactive approach to mental health care for their employees. Modern Health has raised more than $170 million in less than two years with a valuation of $1.17 billion, making Modern Health the fastest entirely female-founded company in the U.S. to reach unicorn status. Prior to starting Modern Health, Alyson held leadership roles, including health industry strategy consulting at PwC, healthy behavior change management at Keas (acquired by Welltok), and partner point solution integrations at Collective Health. She graduated from Johns Hopkins University with a degree in global environmental change and sustainability. Alyson has been named to the Forbes 30 Under 30 and Fortune 40 Under 40 lists.

Caroline Hroncich is the careers editor at Business Insider. She was previously the senior editor of Employee Benefit News, a workplace benefits trade publication. She holds a bachelor's degree from Villanova University and a masters from Columbia University.

Hannah Wilkowski, CEBS is a Human Resources professional with a decade of experience in both the Talent and Reward space, with a specialty and passion for Global Benefits and Wellness.

Currently, Hannah is the Senior Manager of Global Benefits and Wellness at BuzzFeed. In this role, she is responsible for the quality, integrity, and sustainability of all employee health, wellness, and retirement plans. Prior to this role, she was a Business Partner and Global Reward Specialist in the financial services industry. Hannah’s accomplishments include rebranding and expanding global employee benefits, implementing and growing Wellness Programs, and enhancing Parental Leave policies and offerings.

Hannah is a Certified Employee Benefit Specialist (CEBS) by the IFEBP and Wharton Business School, received an M.S. from New York University, and a B.S. from Muhlenberg College. Hannah lives in Manhattan with her husband and 2 rescue dogs. Hannah enjoys yoga, hikes, and red wine.

Jeanne Walsh is responsible for overall strategic leadership in the design, development and success of BSC’s competitive and innovative North America Benefits and Global Mobility programs. She partners closely with Senior Business Leaders and HR Business Partners to translate business strategy into meaningful programs that meet the organization's needs and investment in its talent. She is Chair of the BSC Employee Benefits Committee and participates in multiple Employee Resource Groups.

Liz is co-founder of Kunik. Kunik partners with employers to support caregivers and organizations as a whole through delivering support and connection where work & family meet.

Gary Batara is the Senior Director of Marketing at Garten, a Y-Combinator top 100 start-up that provides a holistic wellbeing approach through its healthy snack and catering services as well as its latest offering of a new wellbeing platform. At garten he launched hypergrowth marketing strategies that scaled the business from $18M in revenue to $100 in less than eighteen months. Gary has fifteen years as an accomplished data-driven strategic marketing professional with expertise in enterprise B2B marketing, growth strategy, content development, and performance measurement disciplines. At Guckenheimer he founded global marketing programs under then, CEO Randall Boyd, which led to their $500M+ valuation and acquisition from ISS Global in 2017. In addition, he spent eight years and earned a reputation for innovative product marketing at the SFO Google Food program successfully leading product and brand development and positioning that helped to scale the program to over $100M+ in under 3 years during which time they received a feature in Tech Crunch Magazine for Innovative Business Solutions.

Dr. Marcie Beigel is a behavior expert with over 20 years of experience working with families and organizations to provide concrete, actions based strategies to turn around challenging behaviors and build meaningful connections.

Nearly 20 years of experience working in the Human Resources and Benefits industry, Mike has a passion for helping businesses build inclusive, supportive and productive corporate cultures. Mike spent nearly twelve years building and ultimately running Plum Benefits – an industry-leading employee perk service providing companies with direct access to exclusive live entertainment events, travel, and dining. In this role, Mike developed and nurtured nearly 20,000 relationships with Human Resources departments of large and small businesses nationwide. An expert in employer to employee communications and engagement, Mike has spoken on panels and presented to thousands of senior executives, Human Resources professionals and associations across the country. Mike was an advisor to the New York City Department of Health and helped them create an employer wellness, communications and resources package that was made available to all NYC based businesses. Mike is also a proud member and contributor to the TED community. Currently serving as Chief Business Development Officer of Whil, A Rethink Division, Mike works with companies nation- and worldwide including 30 of the Fortune 100 to better serve the wellbeing needs of all employees.

Morgan Chaney is Senior Director of Marketing and Employer Branding Lead at Blueboard, an experiential employee rewards platform for the modern workplace. She is a seasoned professional speaker and employee recognition thought leader, hosting Blueboard’s monthly webinars and presenting across a variety of industry conferences and professional meetups including HR Redefined, HR Transform, HR Southwest, DisruptHR Regional Events, Culture Con Madison, and CalHR Conference.

As a leader of the Blueboard Culture Committee, Morgan focuses her attention on crafting a more meaningful candidate experience. Her current projects center around building a powerful employer brand as a tool for attracting top talent, creating a memorable candidate journey, and setting up “Newboarders” for success through streamlined onboarding efforts.

Living Blueboard’s mission around adventure and exploration, outside of the office you’ll find Morgan photographing wildlife, practicando su español, or teaching yoga. Connect with Morgan on LinkedIn at https://www.linkedin.com/in/morganchaney.

Amy Page is the Regional Director at Ovia Health.

Jim has more than 30 years of experience in Human Resources, with leadership roles spanning across several areas including benefits, payroll, the Shared Services contact center, FMLA administration, mergers and acquisitions.  He currently serves as Director of Benefits Delivery, overseeing customer service and member experience for welfare, vacation, and retirement plans, as well as unique executive and physician benefits.  Jim’s passion is delivering VIP service levels to all employees throughout the organization.

Emily McCrary-Ruiz-Esparza is a freelance journalist and From Day One contributing editor who writes about work, the job market, and women’s experiences in the workplace. Her work has appeared in the BBC, The Washington Post, Quartz at Work, Fast Company, and Digiday’s Worklife.