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• August 2025 Chapter Meeting - Creating a financially secure world for your employees (sponsored by Plan Sponsor Roundtable)

  • When
    08/19/2025
  •  
    11:30 AM - 1:00 PM
  • Location
    Hilton Garden Inn Sioux Falls South (5300 S Grand Cir)
  • Spaces left
    131
  • Registered
    144 registrants

  Register

  Creating a Financially Secure World for Your Employees

  Session Description

  Financial stress is a major driver of reduced employee productivity, engagement, and retention. In this session, Joe Brummel will uncover actionable strategies organizations can use to foster commercial benefits and boost employee financial resilience. You'll learn how to craft a more financially sound workplace through education, benefits, and purposeful communication.

  Session Goals

  1. Understand Financial Stress’s Impact
     Highlight the effects of financial insecurity on employee wellbeing and business performance.
  2. Identify Core Elements of Financial Security
     Discuss the role of education, retirement programs, emergency savings, and benefits.
  3. Acquire Implementation Strategies
     Share tools, platforms, and best practices to build or improve financial-wellness programs.
  4. Empower Leadership
     Train managers and HR teams with effective communication and supportive resources.

  Presenter Bio: Joe Brummel

  Joe Brummel is the Managing Director for Strategic Retirement Partners, based in Sioux Falls, South Dakota. He brings nearly three decades of experience—beginning in 1996—in guiding employers to build successful retirement programs and advance employee financial wellbeing.

  A Carleton College economics graduate, Joe holds the Accredited Investment Fiduciary (AIF®) and Certified 401(k) Professional (C(k)P®) credentials. He’s been recognized nationally for his expertise, including being named among the “Top 300 Most Influential Defined Contribution Advisors in America” and a Financial Times “401 Top Retirement Plan Advisors” honoree.

  His passion for financial education extends beyond consulting: he is a Founding Lecturer at The Retirement Advisor University™ (in partnership with UCLA Anderson) and serves as Adjunct Lecturer for The Plan Sponsor University™ in Minnesota. Joe is also the founder of Plan Sponsor Roundtable, an interactive forum that educates employers on retirement-plan oversight.

  In 2022, after years in the Twin Cities, Joe relocated to Sioux Falls with his family. He saw an opportunity to help local organizations elevate financial wellness through fiduciary training programs and employee education—initiatives not yet widely available in the region.

  Monthly chapter meetings and HR educational presentations are free for members and $30 for non-members.

  
  

  SPONSORED BY PLAN SPONSOR ROUNDTABLE

  http://www.PlanSponsorRoundtable.com

  

  
  

  Credits are pending for this session. 

  SESHRM is recognized by SHRM to offer Professional Development Credits (PDC) for SHRM-CP® or SHRM-SCP® recertification activities. This program is valid for one (1) PDC toward SHRM-CP® or SHRM-SCP® recertification.	This program has been pre-approved for one (1) hour of HR General credit toward aPHR®, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®).

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• September 2025 Chapter Meeting - Beyond the Grid: Evolving Talent Development for a Dynamic Workforce. (sponsored by WIN in Workforce Summit 2025)

  • When
    09/16/2025
  •  
    11:30 AM - 1:00 PM
  • Location
    Hilton Garden Inn Sioux Falls South (5300 S Grand Cir)
  • Spaces left
    254
  • Registered
    21 registrants

  Register

  Beyond the Grid: Evolving Talent Development for a Dynamic Workforce.

  Session Description

  This dynamic, jointly facilitated panel brings together three experienced HR leaders to explore practical and strategic uses of the 9-Grid Box in succession planning, talent reviews, and leadership development. The discussion moves beyond theory to showcase real-world examples, lessons learned, and actionable tools. Participants will compare different methods for assessing performance and potential, evaluate the pros and cons of various approaches, and walk away with two to three practical resources to implement immediately.
  
  

  Session Goals

  By the end of this session, attendees will be able to:

  1. Compare real-world strategies HR leaders use to apply the 9-Grid Box in succession planning, talent reviews, and leadership development.

  2. Evaluate the advantages and limitations of different approaches to assessing performance and potential using the 9-Grid Box framework.

  3. Identify 2–3 practical tools, templates, or facilitation techniques shared by panelists for immediate application in talent discussions.

  4. Apply panel insights to develop or refine a 9-Grid Box process in participants’ own workplace contexts.

  5. Participate in a structured activity using fictional personas and public figures to practice evaluating performance and potential, while reflecting on data, bias, and consensus-building in talent discussions.

  
  

  Presenter Bios

  Dr. Trudy Billion, MBA, SHRM-SCP, SPHR, is an HR Consultant, bringing more than 30 years of business and human resources leadership experience. She partners with organizations to strengthen workplace culture, improve retention, and enhance team performance. Her expertise spans leadership development, strategic planning, employee engagement, and change management. In addition to her consulting work, she teaches in the MBA and Doctorate in Leadership programs at the University of Sioux Falls and leads the SHRM certification prep course for HR professionals.

  Mary Jo Vance, SHRM-SCP, is the Area Human Resources Manager at HDR Engineering for the Dakotas/Wyoming region, partnering with leaders to align HR practices with organizational strategy. With experience in financial, health care, and consulting industries, she also leads recruiting for interns, new graduates, and experienced staff. An active SESHRM member since 1995, Mary Jo has served as President twice and currently serves as Marketing and Technology Director.

  Michael Olson, SHRM-SCP, is the Vice President of Human Resources Operations at Avera Health. With 15 years in healthcare, he specializes in HR operational support, leading initiatives that strengthen workforce strategy and employee experience.

  
  

  SPONSORED BY WIN in Workforce Summit 2025 

  
  

  
  

  Credits for pending for this session. 

  SESHRM is recognized by SHRM to offer Professional Development Credits (PDC) for SHRM-CP® or SHRM-SCP® recertification activities. This program is valid for one (1) PDC toward SHRM-CP® or SHRM-SCP® recertification.	This program has been pre-approved for one (1) hour of HR General credit toward aPHR®, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®).

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