The Destination Employer Movement

How to Revolutionize your Executive Retirement Benefits to Attract and Retain Top Talent | Healthcare Systems Symposium for CEOs and C-Suite Leadership

March 20–22, 2022
The Royal Palms Resort and Spa Phoenix, Arizona

In this Symposium you will learn:

of executive retirement benefits for Healthcare Systems’ CEOs and C-Suite leadership.

year after year by providing full cost recovery, inclusive of interest.

by allowing funding to occur both pre- and post-retirement, even when the executive is within two years of exit.

they are treated as an interest accruing asset on the financial statements of the organization

as they naturally contemplate who will take over as CEO, and what’s next for everyone else.

that are essential factors in getting a plan across the finish line of implementation.

get up to speed regarding options and opportunities not previously available.

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 breakout sessions with The Hebets Team

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

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

Featured Speakers

AndrewDeVoe

Andrew DeVoe

EVP & CFO

TriHealth

JoeMoscola

Joseph Moscola, PA, MBA

EVP Enterprise Management

Northwell Health

sirus_richard-1

Rich Sirus

Shareholder & Leading
Executive Benefits Attorney

Greenberg Traurig, LLP

Professional Shufeldt Photo

John Shufeldt

MD, JD, MBA, FACEP

Emergency Physician, Attorney,
Entrepreneur, Author, Thought Leader

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

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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.”

JoeMoscola

Joseph Moscola, PA, MBA

EVP ENTERPRISE MANAGEMENT

Northwell Health

Joseph Moscola, PA, MBA, is executive vice president, enterprise management for Northwell Health. In this role, Joe leads several critical functions that drive the organization and the care our team members provide, including human resources, information technology, facilities & construction, real estate, management of $2.5 billion in capital every two years and shared services administration. In addition, he will be responsible for leading strategic business initiatives that are driving new revenue streams for the health system, including FlexStaff and Northwell Direct.

Previously, Mr. Moscola served as chief people officer and drove the creation and successful launch of our employee promise, refreshed values, and the Northwell Career Experience, which helps team members learn, grow and thrive in the organization. He led the team responsible for Northwell Health being awarded, for the first time, as a Fortune 100 Best Company to Work in 2020, placing Northwell at #19 in 2021, as well as numerous distinctions for Equity, Diversity and Inclusion.

During a global health pandemic due to the COVID-19 virus, Mr. Moscola led team members through four substantial areas of support – staffing, safety, team member health and testing, and team member support and recognition. He set plans in motion to meet increasing staffing demands by creating surge plans, engaging staffing agencies and ramping up targeted recruitment. While understanding the importance of transparent communication combined with evidence-based protocols, his team custom built a real time reporting model within days to track team members including number of team members exposed and positive test results. Tranquility tents, psychological/spiritual healing and a 24/7 emotional support hotline were set up to address the total wellbeing of all team members throughout this most difficult time.

Mr. Moscola also previously served as senior vice president and executive director of Ambulatory Operations. In this role, he oversaw the $1.1 billion ambulatory operation, working with clinical and administrative service line leadership, Northwell Health Physician Partners and clinical joint ventures. He began his career as a physician assistant in cardiothoracic surgery and later transitioned to an administrative career, serving as administrative director for neuroscience at South Shore University Hospital, then senior administrative director of neurology and neurosurgery at North Shore University Hospital and Long Island Jewish Medical Center.

Holding a bachelor’s degree from St. John’s University, Mr. Moscola earned an MBA from Adelphi University and a physician assistant certificate from Catholic Medical Centers-Bayley Seton Campus. He also graduated as a Fellow of the Health Management Academy.

Aside from his executive role at Northwell, Mr. Moscola serves on the Board of Directors for Farmingdale State College and Nassau Community College along with the National Center for Healthcare Leadership, and he is a trustee of the 1199 Pension Fund serving employees for the New York Region.

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Rich Sirus

SHAREHOLDER & LEADING EXECUTIVE BENEFITS ATTORNEY

Greenberg Traurig, LLP

Richard A. Sirus focuses his practice on corporate, transactional, tax, employee benefits, executive compensation and health law. He represents clients ranging from publicly traded companies to TaftHartley Benefit Funds, including sole proprietorships and executives, providing counsel on general corporate, planning and fiduciary matters, with broad experience in the design, preparation, implementation and administration of retirement plans, employee stock ownership plans (ESOPs), health plans, executive compensation arrangements and fringe benefit programs. He consults regularly with clients regarding fiduciary responsibility and liability matters. Recently, Rich has spent a considerable amount of time speaking and working with clients on matters related to the new U.S. Department of Labor Fiduciary Rule. He also represents and consults with executives in the assessment, negotiation and preparation of employment arrangements and agreements, including compensation and bonus packages, option and equity arrangements, benefits programs, and termination arrangements.

Rich works with taxable and tax-exempt organizations, including consultation regarding multiple and multiemployer plan matters. He has represented clients before the Internal Revenue Service, the U.S. Department of Labor and the Pension Benefit Guaranty Corporation. He has also served as an expert witness on fiduciary liability and claims issues.

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. 

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.

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