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

Livestream Registration: 4th Annual Educational Symposium

Watch it LIVE online:

October 31, 2022 - 8:30am to 5:30pm MST
November 2, 2022 - 8:30am to 11:00am MST

Days
Hours
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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
Strategies to attract and retain key providers & executives
Deep dive into all options that exist to supplement a 401(k) or 403(b) plan in a Non-Profit setting
How to utilize this tool to validate market pay and provide accurate real time competitive data on not just base compensation, but all other perks & benefits as well.
How you can provide education to your board members on what is market for your employees from a compensation & benefits perspective
How you can become an employer of choice by joining the destination employer movement that we are seeing all across America in healthcare
How to strike the right balance between cash pay, fringe benefits, perks and retirement benefits
Best practices
Compliance & best practices
best practices

Get the password to watch the event LIVE.

October 31, 2022 - 8:30am to 5:30pm MST
November 2, 2022 - 8:30am to 11:00am MST

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

allisonkaylorflink-1

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

Brian Lee

Brian Lee

Founder

Custom Learning Systems (CLS)
HealthCare Service Excellence Conference

colleen-curtis

Colleen Curtis

President & Chief Executive Officer

United Health Centers

justin-preas

Justin Preas

Deputy Chief Executive Officer

United Health Centers

paulo-soares

Paulo Soares

Chief Executive Officer

Camarena Health

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.

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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.

Brian Lee

Brian Lee

Founder

Custom Learning Systems (CLS)
HealthCare Service Excellence Conference

Brian Lee is one of North America’s leading experts in the field of Healthcare Patient Satisfaction and Staff Engagement.

For two consecutive years, the International Customer Service Association Conference has evaluated him as the number one rated Customer Service Speaker in the World.

Brian has been awarded the designation CSP, Certified Speaking Professional, by the National Speakers Association. Brian is the founder of Custom Learning Systems (CLS) and the HealthCare Service Excellence Conference.

CLS has been in business for 35 years, focusing exclusively on Hospitals and Healthcare.

Dozens of CLS clients have earned regional and national awards for world- class customer and employee loyalty achievements.

Brian is the author of 10 books including “Essential Strategies to Become the Healthcare Employer of Choice” and “Keep Your Nurses & Healthcare Professionals for Life: The four imperatives of how to inspire, retain, motivate and empower patient-focused nurses (and everybody else!).”

In the past 35 years, he has 5,000,000 miles to speak 3,840+ times. He has spoken in every state and province in North America and in 16 countries worldwide.

As a culture change authority, Brian leads a team of 12 world class Speakers/ Implementation Specialists, who facilitate their clients’ efforts to enhance the patient experience, inspire staff engagement and retention, and increase physician satisfaction.

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