Non-Profit Healthcare - FQHC/Rural/Behavioral/Other

4th Annual Educational Symposium

The Royal Palms Resort and Spa Phoenix, Arizona

Trends that will be discussed:

During the symposium, you will have the opportunity to learn about the following topics and more directly from industry experts as well as your own peers that have implemented one or more retention strategies and the success they have experienced.
How to bridge the retirement income gap to allow for a proper succession plan to be possible

Invited Guests Receive:

  • A complimentary two night stay at The Royal Palms Resort and Spa
  • Welcome Cocktail Reception, Entertainment and Dinner (Included)
  • Educational Seminar (Breakfast, Lunch & Dinner Included)
  • Morning breakfast and Roundtable Discussions with your peers and The Hebets Team

Featured Speakers

JBH 12.21 headshot

Jim Hebets

President

The Hebets Company,
an NFP company

jamie-hebets

Jamie Hebets

Senior Vice President

The Hebets Company,
an NFP company

melindafigeley

Melinda Figeley

Principal

The Hebets Company,
Hebets HR Solutions

Professional Shufeldt Photo

Dr. John Shufeldt

MD, JD, MBA, FACEP

Emergency Physician, Attorney,
Entrepreneur, Author, Thought Leader

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Alison Kaylor Fink

Senior Vice President

NFP

kameronjones

Kameron Jones,
CPFA, C(k)P

Assistant Vice President

NFP Advisory Services

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Jordan Cook

Vice President

NFP Corporate Benefits

Registration Now Open

This is a private Symposium for CEOs and C-Suite Leadership

Registration: I would like to attend

As part of our practice we have a nationally dedicated platform specific to the service of FQHCs specializing in the areas of Group Benefits, CEO Succession Planning, Executive Compensation Planning, and Provider Total Rewards Packages.

We currently serve over 70 Non-Profit Healthcare Organizations In The United States, 3 of them being among the 10 largest FQHCs in the country.

JBH 12.21 headshot

Jim Hebets

PRESIDENT

The Hebets Company, an NFP company

Jim Hebets is President and Founder of The Hebets Company, and a Registered Representative with Kestra Investment Services, LLC. The National Headquarters for the firm is located in Phoenix, AZ. The firm specializes in the areas of executive compensation and fringe benefit consulting, business succession planning concepts, wealth creation and estate preservation strategies and the facilitation of the purchase of extremely large amounts of life insurance.

Under Jim’s leadership, the firm has established a national prominence and reputation in the following practice areas:

Estate Planning for the “Exceptionally Wealthy”

Individuals and/or families throughout the United States. Jim has spent over 50 years serving many of our country’s wealthiest families and has developed long-term relationships that have now become multi-generational.  Privacy, confidentiality, trustworthiness, cutting edge creativity and a deep and abiding concern for the personal well-being of each family member defines the essence of Jim’s involvement with his clients. Jim is often asked to play the role of “facilitator” when the “human” issues become complex.  Ultimately, each client engagement needs a quarterback who actively and consistently monitors and reviews the ever-changing circumstances surrounding the lives of high-net worth individuals. Jim cherishes the personal touch involved in maintaining this style of relationship.

Executive Compensation and Fringe Benefit Consulting

Many wealthy families built their net worth in large part by creating and leading some of our countries most famous businesses. Jim is often asked to assist in the creation and execution of the Executive Compensation arrangements that these businesses utilize to attract, reward, motivate and retain the senior leadership team. The firm clients are located throughout the United States and include both mid to large size public and privately owned enterprises, as well as many tax exempt organizations.

Succession Planning

Many of the firm’s oldest and largest clients came to have Jim assist them in monetizing the wealth they had developed in their business interests. They chose the firm of The Hebets Company and Jim individually, because of his extensive background in understanding how to integrate the planning process of monetizing their business interests within the context of their overall estate plan. 

Health Care Organizations

Jim and his firm is the lead partner facilitating a strategic national approach to Health Care Organizations. The Hebets Company has over 50 years of experience in delivering some of the highest quality compensation and benefits consulting and service to healthcare executives and providers around the country.

Jim has also had an extensive involvement in charitable works in a wide variety of areas. His most passionate involvement is in his role as the Executive Vice President of the National Board of Directors of Childhelp – the nation’s oldest and largest not-for-profit agency serving abused and neglected children. Childhelp founders – Sara O’Meara and Yvonne Fedderson are currently nominated for the Nobel Peace Prize

Jim and his wife Carol are blessed to have five children and eight grandchildren who are a constant source of joy in their lives.

jamie_hebets

Jamie Hebets

SENIOR VICE PRESIDENT

The Hebets Company, an NFP company

Jamie Hebets is a registered representative with Kestra Investment Services, LLC and joined NFP in 2012. The national headquarters for The Hebets Company, an NFP company, is located in Phoenix, AZ, and specializes in executive compensation and fringe benefit consulting, business succession planning concepts, wealth creation, estate preservation and life insurance.

Jamie joined the firm in 2012 and is currently the Senior Vice President as well as the long-term succession plan for the firm. Jamie has assumed a significant leadership position within a firm with over 50 years serving many of the nation’s wealthiest families and that has also developed long-term relationships that have now become multi-generational.

The Hebets Company, an NFP company, has over 50 years of experience in delivering some of the highest-quality compensation and benefits consulting and service to health care executives and providers around the country. Jamie has assumed a significant role in the education and design process of these executive retirement benefits, as well as the individualized education and enrollment for the participants of these plans.

Jamie has also had an extensive involvement in charitable works, including serving as a Board Member of Future for Kids, a nonprofit agency serving at risk youth throughout the City of Phoenix.

melindafigeley

Melinda Figeley

PRINCIPAL

The Hebets Company, Hebets HR Solutions

Melinda Figeley has over 25 years of human resources management, financial management and operations management experience. For most of that time, she has served in executive-level roles in industries such as financial services, telecommunications, manufacturing, and healthcare.

Ms. Figeley’s experience includes work in several Fortune 50, 100, and 500 companies. She began her career at General Motors Corporation in Flint, Michigan. She has held positions with Healthcare International, where she was Director of Human Resources; the Texas Surplus Lines Insurance Office, where she was Director of Accounting, IT & Human Resources; MCI Communications, where she was responsible for Texas HR operations; and Broadwing Communications, a national broadband provider, where she was Vice President of Human Resources. Figeley also served as Vice President of Human Resources for RenewData Corp., a national forensic IT and litigation support firm. In addition, she served as Consulting Principal and Sr. Vice President for Human Performance Strategies, an Austin-based international management consulting firm.

Since joining NFP in 2013, Ms. Figeley has built the HR consulting practice into a national presence. She developed and launched NFP’s HR Service and Support Center, which provides employee telephone support, hotline services and on-demand HR advisory support. She also launched NFP’s HR outsourcing services, offering fully customizable, partial or full HR augmentation services. All combined, these services now support hundreds of client companies throughout the US and in the UK.

Ms. Figeley’s variety and depth of expertise includes:

  • Compensation strategy and design, labor market benchmarking; and executive total rewards;
  • Research-based employee engagement methods to drive productivity and business results;
  • Implementation of organizational development strategies to increase performance; and
  • Analysis and deployment of technology solutions to increase efficiency and effectiveness.

Ms. Figeley has been a consultant to hundreds of companies and executives in industries such as: technology, financial services, private equity, oil/gas, health care, manufacturing, wholesale/ retail, real estate, staffing, law, government, and not-for-profit. She has also been a frequent guest speaker/ lecturer on business analytics, effective leadership and various talent management topics. In addition, Ms. Figeley was an instructor for twelve years in the Human Resources Certificate Program at the University of Texas at Austin.

Ms. Figeley is an honors graduate of the University of Michigan. She has served on the Advisory Board of Austin Asset Management Company and was an appointee to the Bureau of National Affairs Personnel Policy Forum in Washington, D.C. In addition, she earned designation as a Senior Professional in Human Resources Management (SPHR) in 1995, and has been a longtime member of the Society for Human Resources Management (SHRM).

In her spare time, Ms. Figeley enjoys travel, sports (especially University of Michigan football), historical fiction, and genealogy. She and her husband reside in Austin, Texas, and are the proud parents of twin ten-year-old boys.

Professional Shufeldt Photo

John Shufeldt

MD, JD, MBA, FACEP

Emergency Physician, Attorney,
Entrepreneur, Author, Thought Leader

John Shufeldt has nearly three decades of experience leading high performing teams and being a thought leader and agent of change in the delivery of healthcare, entrepreneurism and leadership. 

John received his BA from Drake University in 1982 and his MD from the University of Health Sciences/The Chicago Medical School in 1986. He completed his Emergency Medicine Residency at Christ Hospital and Medical Center in 1989 where he spent his final year as Chief Resident. John received his MBA in 1995, and his Juris Doctorate in 2005, both from Arizona State University. He is admitted to the State Bar in Arizona, the Federal District Court and Supreme Court of the United States. His certifications include Fellow, American Board of Emergency Medicine, College of Legal Medicine and American College of Emergency Physicians. In 2015, he completed his Six Sigma Black Belt from the Fulton School of Engineering at Arizona State University. In 2019 he completed a certificate program in Artificial Intelligence at MIT’s Sloan School of Management. He is currently enrolled in Harvard’s Innovation and Entrepreneurism program. 

John founded NextCare Inc. in 1993 as well as numerous other health and non-health care businesses over the course of his career. He served as NextCare’s Chief Executive Officer and Chairman of the Board until 2010. Under John’s leadership, NextCare grew from a single clinic to 60 clinics in six states with revenue of nearly $100 million. 

In 2010, John left NextCare and founded MeMD, LLC. MeMD is used by more than 300 medical and mental health providers in 50 states to virtually treat patients on-demand and in the comfort of their home or place of work. At present, MeMD has more than 5 million subscribers. In 2021, MeMD was acquired by Walmart as part of their Omni Channel Healthcare Initiative. 

He is the business manager and one of the founding partners of Empower Emergency Physicians which staffs and manages four emergency departments for CommonSpirit in the Phoenix metropolitan area and continues to practice emergency medicine at St. Joseph’s Hospital and Medical Center. 

John is the Founder and CEO of Tribal Health, an emergency department, clinic, and hospital management and staffing company which supplies staff and leaders to more than thirty rural and Tribal facilities across the county. 

John has authored 12 books on leadership, self-improvement, business, entrepreneurism and urgent care management and urgent care medicine. His most recent book, Entrepreneur Rx: The Physician’s Guide to Starting a Business is available of his website http://www.johnshufeldtmd.com or from Amazon. 

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Alison Kaylor Flink, CPFA

Senior Vice President

NFP

Allison is senior vice president and is responsible for the Texas and the East Coast regions. Part of NFP since 2014, she brings more than 25 years of experience in all aspects of defined contribution and defined benefit plan design and administration. With previous positions at Plan Data, The 401(k) Company, Guardian Pension Services, Hartford Retirement Services, ING/Voya, Lone Star Retirement Services and The 401(k) Concierge, Allison is well-trained in investment due diligence, provider benchmarking, advanced plan design and fiduciary compliance.

Allison is a nationally recognized expert in ERISA issues. 401kWire.com ranked her one of the “Top 300 Most Influential Advisors in Defined Contribution.” She’s a founding adjunct lecturer at UCLA’s The Retirement Advisor University. Napa Net ranked her one of the “Top Women Advisors of 2017 and 2018.”

kameronjones

Kameron Jones,
CPFA, C(k)P

ASSISTANT VICE PRESIDENT

NFP Advisory Services

Kameron is an Assistant Vice President of Advisory Services. Kameron provides extensive knowledge of the retirement plan marketplace to help NFP’s clients reduce plan-related costs and improve plan-related services through NFP’s live bid provider benchmarking/RFP process. He has assisted hundreds of mid- to mega-market 401(k), 403(b), 457(b), 401(a), NQDC, Cash Balance, and DB plans. Kameron also leads multiple initiatives at NFP to help his clients implement financial wellness programs, enhance their total rewards strategies, and identify any unintentional risks in their holistic benefits offerings.

Kameron was voted multiple times as a National Association of Plan Advisors top advisor under 40. Kameron is an adjunct lecturer for The Plan Sponsor University and teaches classes at University of California Los Angeles, University of Southern California, and University of California Irvine. Kameron graduated from the University of Pennsylvania with a Bachelor of Arts in philosophy, political science and economics and played outside linebacker on UPenn’s football team. Kameron holds his series 65 license, Life/Health license, and property and casualty license in the state of California.

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Jordan Cook

Vice President

NFP Corporate Benefits

Jordan Cook is an experienced benefits advisor dedicated to going above and beyond in helping his client’s overcome challenges and reach their goals. He is focused on intentional employee benefits design, empowering executive benefits, efficient HR solutions and innovative benefits technology.

With 11 years in the employee benefits space, Jordan has developed a strong network and industry expertise. Whether it be implementing a new technology platform, providing guidance on different funding arrangements or developing long-term strategy, Jordan has the knowledge base to help your benefits program flourish.

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