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!
Speaker Details

Full Name
Lisa Yee
Job Title
President and CEO
Company
Silicon Valley Employers Forum
Biography
Lisa Yee is the President and CEO of SVEF, based in Northern California, leads and engages with employers and partners to drive change in global benefits. She enjoys spending time with her family and two rescue dogs, Daisy & Gryffin, volunteering with animal rescue organizations, traveling, and baking.
9:15 AM - 10:15 AM
Keynote Speaker – Coming Soon
Speaker Details

Full Name
Lisa Yee
Job Title
President and CEO
Company
Silicon Valley Employers Forum
Biography
Lisa Yee is the President and CEO of SVEF, based in Northern California, leads and engages with employers and partners to drive change in global benefits. She enjoys spending time with her family and two rescue dogs, Daisy & Gryffin, volunteering with animal rescue organizations, traveling, and baking.
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)
Speaker Details

Full Name
Jane Kwon
Job Title
Total Rewards Strategy and Optimization Leader
Company
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
Speaker Details

Full Name
Julie Stadlbauer
Job Title
Chief Business Development Officer
Company
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.
Speaker Details

Full Name
Julie Stadlbauer
Job Title
Chief Business Development Officer
Company
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.
Speaker Details

Full Name
Julie Stadlbauer
Job Title
Chief Business Development Officer
Company
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
Speaker Details

Full Name
Abby Hollingsworth
Job Title
Vice President, Global Benefits, Wellbeing and Mobility
Company
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.
Speaker Details

Full Name
Marni McDowell
Job Title
Vice President, Global Benefits, Wellbeing and Mobility
Company
Micron
4:20 PM - 4:30 PM
Close
Presented by Silicon Valley Employers Forum
Speaker Details

Full Name
Lisa Yee
Job Title
President and CEO
Company
Silicon Valley Employers Forum
Biography
Lisa Yee is the President and CEO of SVEF, based in Northern California, leads and engages with employers and partners to drive change in global benefits. She enjoys spending time with her family and two rescue dogs, Daisy & Gryffin, volunteering with animal rescue organizations, traveling, and baking.
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
Speaker Details

Full Name
Lisa Yee
Job Title
President and CEO
Company
Silicon Valley Employers Forum
Biography
Lisa Yee is the President and CEO of SVEF, based in Northern California, leads and engages with employers and partners to drive change in global benefits. She enjoys spending time with her family and two rescue dogs, Daisy & Gryffin, volunteering with animal rescue organizations, traveling, and baking.
9:00 AM - 9:45 AM
Keynote Speaker – Coming Soon
Speaker Details

Full Name
Scilla Andreen
Job Title
CEO
Company
Indiflix
Biography
Lisa Yee is the President and CEO of SVEF, based in Northern California, leads and engages with employers and partners to drive change in global benefits. She enjoys spending time with her family and two rescue dogs, Daisy & Gryffin, volunteering with animal rescue organizations, traveling, and baking.
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
Speaker Details

Full Name
Gethin Nadin
Job Title
Multi-Award-Winning Psychologist, two-times bestselling HR Author and Chief Innovation Officer
Company
Benifex
Biography
Gethin is an award-winning psychologist, bestselling HR author, and one of the world’s most influential HR thinkers. Gethin was awarded seven trophies in 2024 for his work in influencing the global HR industry, most recently awarded two prestigious Stevie’s awards in New York for HR Thought Leader of the Year and HR Professional of the Year. He was also awarded PwC’s ‘Outstanding Contribution to the Industry’ at the 2024 The Rewards in London. Gethin is also a Fellow at the historic King’s College London, King’s Business School - a business school in the top 1% globally.
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
Speaker Details

Full Name
Jeremy Beament
Job Title
Co-founder
Company
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
Speaker Details

Full Name
Trent York
Job Title
VP Product Portfolio Strategy
Company
Bswift
1:55 PM - 2:25 PM
Employer Session – Coming Soon
Speaker Details

Full Name
Trent York
Job Title
VP Product Portfolio Strategy
Company
Bswift
2:25 PM - 2:45 PM
- Certificates
- Raffle
- Closing remarks
Speaker Details

Full Name
Lisa Yee
Job Title
President and CEO
Company
Silicon Valley Employers Forum
Biography
Lisa Yee is the President and CEO of SVEF, based in Northern California, leads and engages with employers and partners to drive change in global benefits. She enjoys spending time with her family and two rescue dogs, Daisy & Gryffin, volunteering with animal rescue organizations, traveling, and baking.
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!
Speaker Details

Full Name
Lisa Yee
Job Title
President and CEO
Company
Silicon Valley Employers Forum
Biography
Lisa Yee is the President and CEO of SVEF, based in Northern California, leads and engages with employers and partners to drive change in global benefits. She enjoys spending time with her family and two rescue dogs, Daisy & Gryffin, volunteering with animal rescue organizations, traveling, and baking.
9:15 AM - 10:15 AM
Keynote Speaker – Coming Soon
Speaker Details

Full Name
Bridget O'Meara
Job Title
Vice President and Senior Consultant
Company
Segal Benz
Biography
Bridget has nearly 30 years of experience in strategic employee communications. As an award-winning communicator, she’s passionate about providing employees and their families with simplified, easily digestible communications that helps them improve their physical, emotional and financial health. At Segal Benz she currently works with Sandia National Laboratories, University of Idaho, AMD, and several multi-employer clients. Between stints at Segal Benz, Bridget worked with The Boeing Company for more than 12 years communicating the company’s employee benefits, with an emphasis on well-being communications. Bridget also founded and oversees all marcom work for The Mend a Heart Foundation, a non-profit supporting children born with congenital heart defects.
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.”
Speaker Details
Full Name
Richard Polak
Job Title
Global Advisor
Company
Silicon Valley Employers Forum
Biography
Richard Polak has four decades of experience across five continents. He has helped companies in more than 90 countries create world-class HR and benefits programs. Richard is a congressional advisor, and known as a leader in crafting compassionate strategies to increase employee productivity. He specializes in HR forensics, benefits consulting, workplace productivity, and diversity and inclusion. He serves an advisor for Silicon Valley Employers Form, Global Advisor for the American Benefits Council, sits on the Forbes HR Council and has a Podcast the “Productivity Pod.” Richard is also an accomplished playwright, and finds time for a nap every day.
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
Speaker Details

Full Name
Lisa Yee
Job Title
President and CEO
Company
Silicon Valley Employers Forum
Biography
Lisa Yee is the President and CEO of SVEF, based in Northern California, leads and engages with employers and partners to drive change in global benefits. She enjoys spending time with her family and two rescue dogs, Daisy & Gryffin, volunteering with animal rescue organizations, traveling, and baking.
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
Speaker Details

Full Name
Lisa Yee
Job Title
President and CEO
Company
Silicon Valley Employers Forum
Biography
Lisa Yee is the President and CEO of SVEF, based in Northern California, leads and engages with employers and partners to drive change in global benefits. She enjoys spending time with her family and two rescue dogs, Daisy & Gryffin, volunteering with animal rescue organizations, traveling, and baking.
Speaker Details

Full Name
Gethin Nadin
Job Title
Multi-Award-Winning Psychologist, two-times bestselling HR Author and Chief Innovation Officer
Company
Benifex and Zellis
Biography
Gethin is an award-winning psychologist, bestselling HR author, and one of the world’s most influential HR thinkers. Gethin was awarded seven trophies in 2024 for his work in influencing the global HR industry, most recently awarded two prestigious Stevie’s awards in New York for HR Thought Leader of the Year and HR Professional of the Year. He was also awarded PwC’s ‘Outstanding Contribution to the Industry’ at the 2024 The Rewards in London. Gethin is also a Fellow at the historic King’s College London, King’s Business School - a business school in the top 1% globally.
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.
Speaker Details
Full Name
Richard Polak
Job Title
Global Advisor
Company
Silicon Valley Employers Forum
Biography
Richard Polak has four decades of experience across five continents. He has helped companies in more than 90 countries create world-class HR and benefits programs. Richard is a congressional advisor, and known as a leader in crafting compassionate strategies to increase employee productivity. He specializes in HR forensics, benefits consulting, workplace productivity, and diversity and inclusion. He serves an advisor for Silicon Valley Employers Form, Global Advisor for the American Benefits Council, sits on the Forbes HR Council and has a Podcast the “Productivity Pod.” Richard is also an accomplished playwright, and finds time for a nap every day.
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
Speaker Details

Full Name
Lisa Yee
Job Title
President and CEO
Company
Silicon Valley Employers Forum
Biography
Lisa Yee is the President and CEO of SVEF, based in Northern California, leads and engages with employers and partners to drive change in global benefits. She enjoys spending time with her family and two rescue dogs, Daisy & Gryffin, volunteering with animal rescue organizations, traveling, and baking.