Private FQHC Educational Briefing for CEOs and Board Chairs

Cutting Edge Trends In Executive Compensation

Attract And Retain Top Talent

October 30 - November 1, 2019

The Royal Palms Resort in Scottsdale, Arizona

Invited guests receive a complimentary two night stay

Agenda

10/30: 6pm Cocktail Reception and Dinner

10/31: Educational Briefing (Breakfast, Lunch & Dinner Included)

11/01: Departure & optional private sessions with the Hebets Team 

Featured Speakers & Guests

Headshot of Jim Hebets, President of The Hebets Company

Jim Hebets

President & Founder
The Hebets Company NFP

Headshot of Jamie Hebets, Vice President of The Hebets Company

Jamie Hebets

Senior Vice President
The Hebets Company NFP

Colleen Curtis

President & Chief Executive Officer
United Health Centers​ 

Melinda K. Figeley, SPHR

SPHR Vice President, HR Solutions Compensation Benchmarking
NFP Corp.

Jeremiah Krahulik

CSFS Vice President
NFP Corp. – Corporate Benefits Division

Allison Kaylor-Flink

CPFA Senior Vice President
NFP Corp. – Retirement

Kameron Jones

Senior Advisor 
NFP Corp. – Provider Benchmarking & RFP Department

Richard Sirus

Leading National Executive Compensation Attorney
Shareholder with GreenbergTraurig, LLP

Kiki Nocella

Director of Graduate Medical Education at Wipfli, LLP

Tracey Robinson

Vice President
NFP Property & Casualty

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What You Will Discover:

  • Compensation Benchmarking: to defend the reasonableness of key executive or provider compensation and benefit packages
  • Competitive Retirement Packages: to attract and retain key executives and providers. Learn in depth about the options available in the Non-Profit world - 401(k), 403(b), 457(b), 457(f), 162(b) Bonus, Loan Regime Split Dollar
  • Board Member Education: Learn how you can provide proper education to your community based board regarding appropriate compensation packages for key executives and providers
  • Proper Pay Practices: How to strike the right balance between cash pay fringe benefits, perks and retirement benefits
  • Property & Casualty and/or Workers Compensation: learn how to go through a forensic audit of your existing insurance coverages to assess any gaps in coverage or possible plan pricing improvements
  • Health & Welfare Group Benefits: learn how to go through a forensic audit of your existing health & welfare and/or group benefits to assess possible gaps and /or pricing improvements

Powered by: NFP – The Hebets Company

The Hebets Company

2575 E Camelback #700
Phoenix, AZ 85016

Phone: 602-840-7505
Toll-Free: 800-367-0155
Fax: 602-808-5560

Copyright © 2019 The Hebets Company. All Rights Reserved.

Insurance services provided through The Comp Consulting Companies, LLC.; a subsidiary of NFP Corp. (NFP). Doing business in Arizona as The Hebets Company (License #29172). Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services may be offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with NFP or its subsidiaries. The Hebets Company is a member of PartnersFinancial. PartnersFinancial is a membership platform of NFP Insurance Services, Inc., a subsidiary of NFP Corp. (NFP). Members of PartnersFinancial may or may not be affiliated with NFP. NFP and its subsidiaries and affiliates do not provide legal or tax advice. Please consult the appropriate tax or legal professional regarding your individual circumstances.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 737-443-2582.

Jim Hebets
President and Founder of The Hebets Company

Headshot of Jim Hebets, President of The Hebets 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 45 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.

Federally Qualified Health Centers
Jim and his firm is the lead partner facilitating a strategic national approach to Federally Qualified Health Centers. The Hebets Company has over 45 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, Vice President of The Hebets Company

Headshot of Jamie Hebets, Vice President of The Hebets Company

Jamie Hebets is a registered representative with Kestra Investment Services, LLC and joined NFP in 2012. The national headquarters for NFP The Hebets 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 assuming the role of 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 40 years serving many of the nation’s wealthiest families and that has also developed long-term relationships that have now become multi-generational. NFP The Hebets Company has over 40 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 enrollment of the participants of these compensation benefits 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.

Colleen Curtis
President & Chief Executive Officer - United Health Centers​

Colleen joined the United Health Centers in 2002 as the Chief Financial Officer. In December 2008, the Board of Directors asked Ms. Curtis to assume the position of Interim Chief Executive Officer, after the abrupt departure of the incumbent who left the position that same month. She brings over 25 years of accounting experience to the leadership team. Colleen earned a Bachelor of Arts degree in Business with a concentration in Accounting from California State University, Fullerton. She is the former CFO of Del Norte Clinics and Bear Valley Community Hospital. Colleen not only expertly provides financial leadership to the financial department’s 34 employees but had emerged as the organization’s technology champion. She is rapidly building the IT infrastructure by introducing advanced technologies that are increasing organizational effectiveness and service delivery capacity.
Seeking improved data management, she has implemented the standard modules of the practice management (PM) system for appointments, registration and billing, and has interfaced the PM system to permit the viewing of outside lab results and is presently introducing code scan technology to enable computer physician order entry of pharmaceuticals. The CEO’s informatics leadership is driving the organization’s commitment to the vision of using health information technology to improve the quality of care. In December 2015 the Board of Directors approved a title change to President and CEO to be more reflective of the position as the organization has grown substantially in both size and complexity. The new title is also more prestigious and consistent with other like size community health centers.

Melinda K. Figeley, SPHR

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.

Jeremiah Krahulik, CSFS®

Jeremiah Krahulik, CSFS® an innovative advisor with over a decade of industry experience skilled in strategic planning, plan design evaluation, implementation and financial cost projections within the employee benefits consulting & brokerage industry. As Vice President with NFP Corporate Benefits Division he is responsible for effective formation and implementation of multi-year benefit strategies that include; plan funding alternatives, contribution methodology, wellness strategies, total rewards and plan designs that impact utilization and plan cost for local and multi-state employers. His reputation for building strong client relationships is rooted in trust & transparency to deliver exceptional results. When not advising his clients, Jeremiah enjoys cooking for his family & friends, hiking and supporting the community through his local church.

Allison Kaylor-Flink, CPFA

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.”

Kameron Jones, Senior Advisor

Kameron is a senior advisor and member of NFP’s Provider Benchmarking and RFP Department. Kameron provides extensive knowledge of the provider marketplace to help NFP’s clients reduce plan-related costs and improve plan-related services and has assisted hundreds of mid- to large-market 401(k), 403(b), 457(b), 401(a), NQDC, Cash Balance, and DB plans. Kameron was voted 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.

Richard Sirus, Leading National Executive Compensation Attorney

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.

Kiki Nocella, Director of Graduate Medical Education,

Wipfli, LLP

Kiki Nocella, PhD, MHA, Director, Graduate Medical Education, has over 25 years of medical education, workforce, health information technology, medical group management, community based participatory research, population health and consulting experience. Prior to joining Wipfli LLP in 2017, Dr. Nocella operated a boutique Graduate Medical Education consulting firm for nearly nine years. Dr. Nocella has served as the Founding Vice Provost of Health Affairs for the University of California, Riverside where she developed their regional GME strategy and the business plans for their new medical school. Prior to that, she was the Vice Chair of Finance and Administration and Clinical Assistant Professor for the University of Southern California, Department of Family Medicine and teaching professor for the School of Policy Planning and Development for more than thirteen years. She has lectured nationally on CBPR and participated on multiple NIH study sections for the same. She has developed multiple consortiums for GME and HIT, has restructured residency programs, developed regional GME strategic plans, Teaching Health Centers, and residency programs.

Dr. Nocella is nationally recognized for her work in Community Based Participatory Research, Health Information Technology, and Graduate Medical Education. She is recognized as a national expert in Teaching Health Centers. She has worked with rural and urban hospitals, RHCs, FQHCs, private practices and community organizations regarding their operations, governance, business development, workforce, quality improvement, population health, and health information technology. She has also consulted for various federally qualified health centers, Tribal Authorities, rural hospitals and clinics, academic medical centers, counties, and regional health systems on the intricacies of graduate medical education financing and residency program design.  Kiki completed her PhD in Public Administration at USC.  Her dissertation was on the predictors of rural recruitment of family physicians, specifically focusing on the relationship between residency training program organization and the impact that may have on family physicians choosing to work in rural and underserved areas.

Tracey Robinson, Vice President, Large Accounts ,

NFP Property & Casualty

Tracey Robinson joined NFP Property & Casualty to design and manage complex risk management accounts. Tracey, prior to joining NFP held various positions as Senior Vice President in London, and in the US with Marsh, Aon and Willis Towers Watson.     

With more than 40 years’ experience he is a uniquely qualified in all facets of production, risk management, program design and placement of complex commercial Risk Management accounts including Fortune 500 and multinational clients.

He specializes in Workers Compensation both guaranteed cost and large deductible programs, property, complex casualty including Professional Liability, management liability and cyber.

He began his career as a Lloyds Broker in London and after 15 years transferred to the United States in 2006. He became a US Citizen in 2004.

Kevin L. Mattson
President & Chief Executive Officer - San Ysidro Health

Kevin has more than 31 years of leadership experience in the healthcare field.  He is proud to serve in his capacity as CEO, and is committed to the mission of the San Ysidro Health. Ensuring quality healthcare for those that need it has always been part of his career. Since joining San Ysidro Health in 2000 he has been an instrumental part of the organization’s growth and success. He served as Senior Vice-President prior to his promotion to CEO and was responsible for various operational responsibilities focused on organizational quality and financial sustainability. His healthcare experience includes financial and operational positions with Federally Qualified Health Centers, hospitals, multi-specialty medical groups, independent practice associations and management service organizations.

Kevin serves as chairman of the board of Health Center Partners of Southern California, serves on the California Primary Care Association Board and is chair of their Legislative committee. He is a member the Healthcare Financial Managers Association and Medical Group Managers Association. Kevin earned his BA in Business Administration and Accounting from Chadron State College.