2026 Silicon Valley Employee Benefits Conference

Transformative Leadership

September 15 & 16 | San Jose

Learn | Explore | Network

Explore two parallel tracks and click on the buttons below to access the agenda details.

Conference Sessions

Day 1 - September 15

8:30 AM - 9:00 AM


9:00 AM - 9:10 AM

Registration and Networking

2026 Employee Benefits Conference: Transformative Leadership

Welcome!

Lisa Yee - President & CEO, Silicon Valley Employers Forum
9:15 AM - 10:15 AM

Keynote Speaker – Coming Soon

Lisa Yee - President & CEO, Silicon Valley Employers Forum
10:20 AM - 11:00 AM

The New EVP Equation: Transformative Leadership for a Changing Global Workforce
Presented by Aon

In today’s rapidly shifting global landscape, transformative leadership is essential for organizations seeking to attract, engage, and retain top talent. The traditional Employee Value Proposition (EVP) is no longer enough—employees now expect a more holistic, personalized, and purpose-driven experience, while organizations must balance these expectations with evolving market realities.
This session explores how global leaders are reimagining TR/EVP as a strategic tool for transformation. We’ll examine how innovative organizations are:

  • Driving Success via KPI’s
  • Personalizing Total Rewards
  • Aligning Purpose and Performance
  • Adapting More Quickly to Market Disruption
  • Driving Business Impact

Discover how transformative leaders are redefining the EVP equation—balancing workforce expectations with market realities to build resilient, future-ready organizations.

3 Key Learnings:

  • How to Build a Globally Relevant and Locally Resonant TR/EVP
  • Leveraging Data and Analytics to Drive EVP Innovation
  • Generating More Value with the Same (or Less)
Jane Kwon - Total Rewards Strategy and Optimization Leader, Aon
11:00 AM - 11:20 AM

Networking Break and Partner Showcase

11:25 AM - 12:05 PM

Beyond the Episode: Building a Lifespan of AI‑Enabled, High‑Touch Women’s Care
Presented by Progyny

Maternal health faces rising risks and fragmented care. This session explores the need to treat women’s health as a continuous, personalized journey at every stage. Blending AI-driven technology with high-touch support delivers improved outcomes, greater equity, and lower costs. This session illustrates transformative leadership by connecting two expert perspectives to discuss the paradigm shift in women’s health.

Maternal health in the U.S. is in crisis, with rising risks, widening care deserts, and fragmented systems driving poor outcomes and unsustainable costs. This session introduces a new model: one that treats women’s health as a continuous, personalized journey – not an isolated episode. It is a new kind of specialized women’s health plan: one that combines AI-driven technology with high-touch support and integrates seamlessly into the health plan ecosystem to offer a scalable, connected solution that reduces costs and improves outcomes through integrated care that starts early, addresses comorbidities, and spans preconception through menopause.

The future of women’s health demands more. It requires a smarter, stronger system for working families. 3 Key Learnings:

  • Why a continuous, integrated model of women’s health is a needed shift
  • How prioritizing equitable, scalable care models can transform outcomes and access
  • Why investing in programs that intersect AI-technology with high-touch support moves the needles on member experience
Julie Stadlbauer - Chief Business Development Officer, Progyny
12:05 PM - 1:15 PM

Networking Lunch and Partner Showcase

1:20 PM - 1:55 PM

Healthy, High‑Impact Organizations: Building Systems That Respond to Stress Before It Becomes Burnout
Presented by Kaiser

High‑performance—especially in fast‑moving, always‑on environments—can mask early signs of employee strain. Many organizations are discovering that some of their strongest performers are still meeting expectations while quietly struggling beneath the surface, increasing long‑term risks to engagement, collaboration, productivity, and retention. In this session, Kaiser will share how an employer recognized these early warning signs, why traditional mental health approaches weren’t sufficient, and what they changed to better support employees before stress escalated into burnout or attrition. Through a facilitated conversation, we’ll explore how rethinking access to mental health wellbeing support, enabling managers, and designing more flexible pathways helped strengthen workforce resilience—without waiting for performance to decline.

Attendees will hear practical lessons from the employer’s experience and leave with insights they can apply within their own organizations to protect high‑performance talent and sustain a healthy, engaged culture.

3 Key Learnings:

  • How early workforce strain shows up—before performance drops
    Learn how one employer identified subtle but meaningful signals among high performers—such as shifts in connection, collaboration, and psychological safety—that indicated employees were struggling long before KPIs or productivity metrics changed.
  • What actually helped employees engage earlier with support
    Understand how the employer rethought “access” to mental health support—not just speed to care, but offering the right types of support at the right time—and why flexibility and choice mattered more than adding another benefit.
  • What HR and benefits leaders can do differently tomorrow
    Take away practical, employer‑tested considerations for enabling managers, reducing stigma, and designing support systems that respond to stress early—helping protect retention, resilience, and long‑term performance in high‑pressure work environments.
Julie Stadlbauer - Chief Business Development Officer, Progyny
2:00 PM - 2:35 PM

The Trust Paradox: Leading with Transparency in a Benefits World
Presented by SegalBenz

As AI becomes the front door to employee benefits, transformational leaders must build trust through transparency, ethics, and empathy. This session explores how to lead AI adoption in ways that preserve human connection and confidence—aligning with SVEF’s mission to inspire strategic, progressive change.

AI is reshaping how employees engage with benefits—from chatbots to decision support tools. Yet only 26% of consumers trust organizations to use AI responsibly. This session challenges leaders to rethink automation not just as a tech upgrade, but as a trust-building opportunity. Drawing on behavioral science and real-world case studies, we’ll explore how to design AI-powered benefits experiences that are transparent, inclusive, and emotionally intelligent.

3 Key Learnings:

  • Trust-building frameworks: Embed transparency and ethical oversight into AI-enabled benefits workflows.
  • Human + AI design: Balance automation with empathy—especially in high-stakes moments like leave, retirement, and health decisions.
  • Real-world wins: See how AI assistants have improved engagement and reduced HR load—without sacrificing trust.
Julie Stadlbauer - Chief Business Development Officer, Progyny
2:35 PM - 2:55 PM

Networking Break and Partner Showcase

3:00 PM - 3:35 PM

Benefits Marketing Strategy and Communications
Presented by Salesforce

Abby Hollingsworth - Vice President of Global Benefits and Wellbeing and Mobility, Salesforce
3:40 PM - 4:15 PM

The Creation of a Wellbeing Centers of Excellence 
Presented by Micron

This session showcases the evolution of Micron’s well-being function. The team has evolved to a stand-alone organization that focuses on the employee experience, employee advocacy/mental health support, listening insights, and workplace.

Marni McDowell - Senior Director, Global Wellbeing, Micron
4:20 PM - 4:30 PM

Close
Presented by Silicon Valley Employers Forum

Lisa Yee - President & CEO, Silicon Valley Employers Forum
4:30 PM - 5:30 PM

Networking Reception

Day 2 - September 16

8:30 AM - 8:45 AM

Registration and Networking

8:45 AM - 8:55 AM

Welcome
Presented by Silicon Valley Employers Forum

Lisa Yee - President & CEO, Silicon Valley Employers Forum
9:00 AM - 9:45 AM

Keynote Speaker – Coming Soon

Scilla Andreen - CEO, Indiflix
9:50 AM - 10:25 AM

Innovative Strategies for Global Benefits: Crafting the Future,
Aims to equip benefits professionals with pioneering insights and strategies to redefine global benefits.
Presented by Elevance

3 Key Learnings:

  • Integration of Technology in Benefits: Attendees will learn how to leverage cutting-edge technology to deliver personalized benefit experiences on a global scale.
  • Sustainable and Inclusive Benefits Design: Participants will gain insights into designing benefits that promote inclusivity and sustainability, aligning with the company’s values and employee expectations.
  • Enhancing Employer-Employee Relationships: The session will provide strategies to foster stronger relationships between employers and their global workforce through innovative benefits practices.
10:25 AM - 10:45 AM

Networking Break and Partner Showcase

10:50 AM - 11:30 AM

2030 Starts Now: Predictive Plan Design for the Tech Workforce
Presented by Benifex

Benefits and well-being leaders in tech can’t afford to design for today alone. In a sector defined by rapid innovation, leaner teams and global competition for specialist talent, strategies must actively support performance – not just respond to change.
Workforce dynamics are shifting fast. Expectations are rising – over 70% of younger employees say benefits matter more than they did two years ago – while ageing populations and rising costs push health, protection and financial security to the top of the agenda.

In this forward-looking session, award-winning psychologist, bestselling HR author and Chief Innovation Officer at Benifex, Gethin Nadin explores what today’s workforce signals reveal about the next five years – and how life stage, behavior and workforce insight enable predictive plan design for global technology organizations focused on resilience and growth.
Because future-ready benefits isn’t about offering more. It’s about designing smarter.

In this session, you’ll explore:

  • How rising expectations signal where strategies must evolve
  • What an aging, multi-generational workforce means for health, protection and cost strategy
  • Why life course variables are more predictive than generational classifications
  • How delivery and communication must adapt for next-generation workforces
  • How to use consumer data and sentiment to design smarter plans
  • What the C Suite expects from benefits and wellbeing leaders in the next ten yearS
Gethin Nadin - Chief Innovation Officer, Benifex
11:35 AM - 12:10 PM

From Benefits to Breakthroughs: Transformative Leadership in Global Financial Wellness
Presented by nudge

In an era where global HR and benefits leaders face unprecedented complexity, from cost pressures to diverse employee needs — global financial wellness programs have emerged as a powerful lever for both organizational performance and workforce resilience. This session explores how forward-thinking, transformative leaders are reimagining their programs to create holistic, locally relevant, and measurable strategy.

Global HR and benefits leaders are navigating rising costs, shifting needs and noisy point solutions. This session shares a leadership playbook for building a financially resilient workforce through a financial wellness program that is globally consistent, locally relevant and measurable. We will unpack real examples of how leaders move beyond traditional benefits delivery to create a financial wellness program that works in every market and proves impact on benefits utilization and improved employee financial health.

3 Key Learnings:

  • What a best-practice, evidence-led strategy looks like when financial wellness is aligned with mental and physical health
  • How to turn fragmented data into a single, actionable story leaders can use to improve employee financial health
  • How to deliver a global approach, powered by AI, that increases benefit utilization and employee financial confidence without complexity
Jeremy Beament - Co-founder, nudge
12:10 PM - 1:10 PM

Networking Lunch and Partner Showcase

1:15 PM - 1:50 PM

Rethinking Benefits: Personalization as a Leadership Strategy
Presented by Bswift

This session will challenge attendees to rethink their organization’s benefits strategy—and inspire them to lead with a new perspective. Transformative leadership starts with rethinking how we connect with employees. Personalization isn’t just a tool—it’s a leadership strategy that turns benefits into a driver of engagement, well-being, and organizational success. In this session, we’ll explore how data, behavioral science, and AI can equip leaders to meet employees where they are, driving measurable change and delivering clear ROI. Through real-world examples, we’ll show how personalization improves well-being, reduces absenteeism, and strengthens engagement. Most importantly, we’ll focus on the leadership mindset required to make personalization a cornerstone of strategic decision-making.

3 Key Learnings:

  • Discover how understanding and addressing individual employee needs transforms benefits into a powerful leadership tool
  • Learn how to leverage real-time insights to make smarter decisions and adapt to a rapidly changing workforce
  • See how personalized benefits strategies deliver measurable results, improve health outcomes, reduce costs, and boost engagement
Trent York - VP Product Portfolio Strategy, Bswift
1:55 PM - 2:25 PM

Employer Session – Coming Soon

Trent York - VP Product Portfolio Strategy, Bswift
2:25 PM - 2:45 PM
  • Certificates
  • Raffle
  • Closing remarks 
Lisa Yee - President & CEO, Silicon Valley Employers Forum

NOTE: Schedule Subject to Change

Learning Practice

Day 1 - September 15

8:30 AM - 9:00 AM


9:00 AM - 9:10 AM

Registration and Networking

2026 Employee Benefits Conference: Transformative Leadership

Welcome!

Lisa Yee - President & CEO, Silicon Valley Employers Forum
9:15 AM - 10:15 AM

Keynote Speaker – Coming Soon

Bridget O'Meara - Vice President, Segal Benz
10:20 AM - 11:00 AM

Learning Practice: Why You Are Here
Presented by Silicon Valley Employers Forum

In this introductory session, Richard Polak will present the overall goals and expectations you will receive from completing this course. This will set the pace for an interactive experience; a collegial atmosphere; a safe place where everybody can participate and contribute. In fact, participation is encouraged…and will even be required at the end where you will be asked to present as part of a team in breakout groups. This is all in the spirit of “we can all learn from each other.”

Richard Polak - Global Advisor, Silicon Valley Employers Forum
11:00 AM - 11:20 AM

Networking Break and Partner Showcase

11:25 AM - 12:05 PM

Learning Practice: Primer for Some; Refresh for Others

  • ABC’s of International Employee Benefits (IEB)
  • Basics of the world, benefits, type of employees, etc.

Here are the basics. You will learn what makes a high-tech company unique in the world of global benefits. We will go over the key differences of employee benefit plans/schemes for sales, engineers, leadership, and admin, including for local nationals, expatriates, and third country nationals, and what defines them. We will explore the basics of financing your benefit plans, the value of consolidating insurances and retirement trends. You will find you won’t need to be an expert to understand Social Security, mandatory programs, and benefit plans worldwide.

12:05 PM - 1:15 PM

Networking Lunch and Partner Showcase

1:20 PM - 1:55 PM

Learning Practice: Social Security and Mandatory Programs

  • The difference in social systems around the world
  • Mandatory programs which may or may not be government provided

Employers must consider not only the local laws of their international employees but also the culture and expectations employees have from their high-tech employers in each country. This session will review how social and cultural expectations will affect the supplemental employer-provided benefits within high-tech companies. As an example, while there is a National Health System (NHS) in the UK, how will this integrate with private employer-sponsored medical plans (PMI), which virtually all high-tech companies provide? This session will address the different requirements from country-to-country, financing, taxation, and labor and environmental regulations.

2:00 PM - 2:35 PM

Learning Practice:  A Day in The Life

  • Journey through real life
  • Data privacy
  • Unions and Works Councils
  • Travel and security
  • Best means to add values to your company

We will conclude our course by reviewing what you have learned and how to apply this knowledge to your company. With these skills, you will be able to impact productivity, financial responsibility and help your organization attract and retain talent. The final assignment will be a team’s approach to real life cases based on what you learned in the past two days.

2:35 PM - 2:55 PM

Networking Break and Partner Showcase

3:00 PM - 3:35 PM

Learning Practice: What Do the Typical High-Tech Employers Provide?

  • Occupational plans around the world
  • Benchmarking
  • Well-being offerings

Benchmarking is a practice that gives high-tech companies an accurate idea of how they measure up against the competition. When you understand how your benefits stack up against other companies, you can better market your business. This session explores the benchmarking process, the differences in each company and country, how to differentiate yourselves amongst the competition, and where you could be wasting money and where you can save.

3:40 PM - 4:15 PM

Learning Practice: What About Our Expats, RTW, WFA?

  • Different types
  • How, when, or if to convert to local nationals
  • Trend amongst high-tech peers
  • What benefits should I provide?

This session will start with providing you with all the areas of managing an expat’s expectations and how these benefits differ from local nationals and home country benefits. In addition, you’ll understand the reasoning behind offering an expat package and what is generally included in a high-tech environment.

Return to Work and Work from Anywhere:

  • Definitions and how it varies from company-to-company and country-to-country
  • Legal challenges
  • Comp and benefit challenges

In this session, we will focus on how remote work is a working style that allows professionals to work outside of a traditional office environment and is becoming more and more common. This continues to be challenge for HR. The opportunities and challenges with remote work are still being fleshed out. Each company is different. This session will not only examine flexible working arrangements and the implications for employees and employers, but the common misconceptions. We’ll discuss what others in the high-tech space have done to solve this complex issue and present studies that show the most optimal result.

4:20 PM - 4:30 PM

Close
Presented by Silicon Valley Employers Forum

Lisa Yee - President & CEO, Silicon Valley Employers Forum
4:30 PM - 5:30 PM

Networking Reception

Day 2 - September 16

8:30 AM - 8:45 AM

Registration and Networking

8:45 AM - 8:55 AM

Welcome
Presented by Silicon Valley Employers Forum

Lisa Yee - President & CEO, Silicon Valley Employers Forum
Gethin Nadin - Chief Innovation Officer, Benifex and Zellis
9:00 AM - 9:45 AM

Keynote Speaker – Coming Soon

9:50 AM - 10:25 AM

Learning Practice: Mergers & Acquisitions (M&A)

  • Pre
  • Post

Due diligence is often overlooked as an important part of acquiring a company. Understanding the possible risks of mergers and acquisitions beforehand can increase confidence and deal success. By acquiring these skills, you’ll be a great asset to your organization. We’ll use a case study to review the pre and post phases of M&A. By the end of this session, you’ll feel like you’ve just been through a merger!

10:25 AM - 10:45 AM

Networking Break and Partner Showcase

10:50 AM - 11:30 AM

Learning Practice: Yes, Some People Do Want to Retire

  • Saving for the future
  • Are there any Defined Benefit plans left in the world of high-tech
  • What are the best practices

In some parts of the world, most employees rank retirement as among the most important type of benefit an employer can offer. Most, if not all, of the legacy defined benefit plans in the high-tech world have been wound-up and grandfathered. The world of defined contribution plans has many variations and certain governments are requiring auto enrollment to be provided by employers. There are several types of schemes that are necessary to complete a competitive benefit package for your employees. We will discuss all of them and help you prepare what’s best for your company.

11:35 AM - 12:10 PM

Plenary: The Ishkadee Principle and Designing Benefit Programs
Presented by Richard Polak

Using storytelling as a lens, Richard will explore how companies can design benefits programs that transcend spreadsheets and drive deep connections with employees.

This session will help benefits professionals rethink their approach to fostering well-being, belonging, and ethical decision-making. Drawing parallels between Phil’s journey to save his family and the challenges organizations face in creating meaningful employee experiences, Richard will guide attendees through critical areas:

  • Compassion as Strategy:
    • How benefits programs rooted in empathy strengthen employee loyalty and drive engagement.
  • Ethical Leadership in Benefits Design:
    • Balancing cost, care, and corporate responsibility, with lessons from the moral dilemmas.
  • Family and Psychological Safety:
    • Creating programs that encourage employees to prioritize family bonds and mental well-being, boosting productivity and retention.
  • The Legacy of Benefits:
    • Moving beyond transactional perks to establish benefits as transformative tools for both employees and organizations.

Attendees will leave with a copy of his book, “The Legend of the Ishkadees” and be inspired to design benefits that are as innovative and impactful as the mythical Ishkadees themselves—solutions that heal, empower, and foster a culture of care.

Richard Polak - Global Advisor, Silicon Valley Employers Forum
12:10 PM - 1:10 PM

Networking Lunch and Partner Showcase

1:15 PM - 1:50 PM

Learning Practice: Help Please

  • Sources of information
  • Hiring a Consultant and Global Benefits Management
  • Third-party vendors/suppliers

With all the information online, how do you know if you’re using a reliable source? How do you know what sources you can trust and where to find them? This session will give you information to trusted, reliable, and credible resources to take with you on your job.

1:55 PM - 2:25 PM

Learning Practice: How Do I Pay for This?

  • Financing the benefits
  • Fully insured, Pooling and Captives, Self-Insurance

The most efficient means of financing and funding your benefit plans are critical. This session will help you with all the alternatives available for each bracketed organization (size and risk). In this session, you’ll learn how to optimize your spending through alternative financial vehicles. At the end of the session, you’ll understand each option and a direction of what will be best for your company.

2:25 PM - 2:45 PM
  • Certificates
  • Raffle
  • Closing remarks 
Lisa Yee - President & CEO, Silicon Valley Employers Forum
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