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• Small Nudges, Big Impact: Rewiring Financial Behavior for Good

  • When
    26 Aug 2025
  •  
    12:00 PM - 1:00 PM
  • Location
    Virtual

  Register

  
  

  PROGRAM DESCRIPTION: 
  

  Modern HR teams face a common challenge: employees are overwhelmed, disengaged, and often make no financial decisions at all. This fast-paced, thought-provoking session reveals how you can harness behavioral science and automation tools to remove roadblocks and guide employees toward lasting financial wellness. Learn how small design changes—like auto-enrollment and default deferral rates—can have a massive impact on participation, productivity, and mental health. Walk away with actionable insights that make it easier for employees to say “yes” to their financial future—by making doing nothing the best decision of all.

  Key Takeaways: 

  1. Identify key psychological barriers that prevent employees from engaging in workplace retirement and wellness programs.

  2. Explain how positive inertia and auto-pilot features (e.g., auto-enrollment, auto-escalation) can improve plan participation and long-term outcomes.

  3. Evaluate strategies for removing complexity and friction in benefits decision-making.

  4. Apply best practices to design a benefits experience that nudges employees toward better financial behaviors without increasing HR burden.

  This program has been submitted for HRCI and SHRM credits.

  Thank you to our hosting sponsor!

  

  

  OUR SPEAKERS:

  
  

  Billy Ebersold
  Strategic Retirement Partners

  Billy Ebersold  is a member of the retirement plan service team, supporting you and your employees through participant education and guidance. He is available to address the questions and concerns of your plan participants regarding their own personal financial situations.

  Billy Joined SRP in fall of 2023 after having worked in operations at People’s United bank for 2 years and then making a transition to wealth management and working for Ameriprise Financial services as a Paraplanner.  He graduated from Roger Williams University with a BS in Finance and was on the Varsity Swim team for 4 years.  Billy holds his Series 7 and 66 license and passed the CFP® Exam November of 2024 and it currently fulfilling the experience requirement to become a full Certified Financial Planner®.

  
  

  
  

  Zach Morris

  Strategic Retirement Partners

  Zach Morris serves as an added member of your retirement plan service team, supporting you and your employees through participant education and guidance. He is available to address questions and concerns as they relate to your plan participants. Zach also supports our individual wealth clients.

  Zach joined SRP in January 2019 with 4 years of experience in the wealth management industry. He is a graduate of Bryant University, where he studied International Business/Finance, and was a four year varsity tennis starter. Zach comes to SRP after several years at Bank of America Merrill Lynch. Zach holds his FINRA Series 7, 63 & 66 licenses and holds his CFP® designation, and is conversant in Spanish.

  
  

  Stay connected—join us at one of our upcoming programs!

  RI SHRM PROGRAMS

  

  
  

  Sponsorship opportunities are available. Contact Stef Nelson at rishrmsponsorship@gmail.com.

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• Understanding the 2025 Health Insurer Rate Approvals

  • When
    11 Sep 2025
  •  
    9:00 AM - 10:00 AM
  • Location
    Virtual

  Register

  Understanding the 2025 Health
  Insurer Rate Approvals
  FREE VIRTUAL EVENT
  Thursday, September 11, 2025 | 9:00 - 10:00 AM | via Zoom

  PROGRAM DESCRIPTION: 
  Join us for a webinar featuring Cory King, the commissioner of RI’s Office of Health Insurance Commissioner (OHIC), on September 11th at 9 AM. Cory will be discussing the state health insurance rate review process that is expected to be announced right around the timing of this event. Cory’s discussion will be moderated by Jim Borah from The Hilb Group and will allow participants to submit questions during the event. Please join us for this unique opportunity to experience breaking news on an issue that impacts all RI companies offering health insurance.

  Program Agenda:

  • Introduction
  • Summary of the Office of Health Insurance Commission (OHIC) – its role and notable achievements
  • Presentation of the approved rates along with explanation of the process – carriers submit, how you assess, balancing of interests, final decision
  • Q&A

  This program has been submitted for HRCI and SHRM credits.
  
  

  

  OUR SPEAKERS:

  
  

  Jim Borah
  Executive Vice President
  Strategic Retirement Partners

  Jim Borah is an Executive Vice President of Employee Benefits with The Hilb Group. Jim works with local companies on their welfare benefit plans with an emphasis on designing and implementing programs specific to each employer that are compliant with state and local regulations. Jim is a long-time active participant in SHRM who has also lent his expertise to many RI stakeholder groups over the years. Jim is a graduate of Connecticut College and earned his Certified Employee Benefits Specialist (CEBS) designation through Penn’s Wharton School.

  
  

  
  

  Cory King
  Health Insurance Commissioner
  

  Rhode Island Office of the Health Insurance Commissioner

  Health Insurance Commissioner Cory King was confirmed by the Rhode Island Senate on April 2, 2024. He previously served as the Acting Health Insurance Commissioner and Chief of Staff. During his time at OHIC, Commissioner King has led the development of Rhode Island's cost growth benchmark program, called the Health Spending Accountability and Transparency Program, implemented the OHIC Data Hub, and led the first comprehensive analysis of publicly funded social and human service provider reimbursement rates. Commissioner King is a graduate of Tulane University and Brown University.

  
  

  Stay connected—join us at one of our upcoming programs!

  RI SHRM PROGRAMS

  

  
  

  Sponsorship opportunities are available. Contact Stef Nelson at rishrmsponsorship@gmail.com.

  Show details
• Rebuilding Rhode Island’s Workforce: The Power of Apprenticeship Programs

  • When
    18 Sep 2025
  •  
    12:00 PM - 1:00 PM
  • Location
    Virtual

  Register

  PROGRAM DESCRIPTION: 
  

  Are you ready to reshape the future of workforce development?

  Join RI SHRM and a panel of statewide leaders for a dynamic virtual discussion on how apprenticeship programs are transforming industries, building career pathways, and driving economic growth in Rhode Island.

  In this interactive webinar, you’ll gain insights into:

  • How the State of Rhode Island is actively investing in and expanding new, innovative apprenticeship models to meet evolving workforce needs
  • The critical role and impact of public-private partnerships in expanding access, equity, and reach across diverse industries and communities
  • Step-by-step guidance on how to create, register, and sustain an apprenticeship program
  • An apprentice’s first-hand experience on how the program is shaping their career path
  • Financial incentives and support available to employers at every stage

  Moderated by Michelle Jacques, RI SHRM Workforce Development Committee. Hear from leaders who are shaping the future:

  • Matthew Weldon: Director, Department of Labor & Training
  • Andrew Cortés: President & CEO, Building Futures RI
  • Olivia Byron: Director, Employer Workforce Programs-Governor’s Workforce Board
  • Laura Benitez, Manager, Human Resources-Tiffany & Co., Bench Jeweler Apprenticeship
  • Merri Rego, Director, Human Resources-DiPrete Engineering, Survey Technician Apprenticeship
  • Paul Thalman, Apprentice – DiPrete Engineering

  This program has been submitted for HRCI and SHRM credits.

  

  Keep the conversation going, join us at our upcoming programs.

  RI SHRM PROGRAMS

  

  
  

  Sponsorship opportunities are available. Contact Stef Nelson at rishrmsponsorship@gmail.com.

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• R.A.M.P Up Accessibility ADA In the Workplace – Accessible Transportation

  • When
    4 Oct 2025
  •  
    9:30 AM - 1:00 PM
  • Location
    New England Chapel, 300 E Central Street, Franklin, MA

  
  

  Join us for an engaging in-person seminar on accessibility in the workplace, with a special focus on how accessible transportation empowers individuals with disabilities to live independently and thrive as dedicated employees.

  This seminar, hosted in collaboration with RI SHRM, The Boston HR Council, and the Rotary Club, will be held during the 9th Annual Rotary Car Show—a unique and exciting backdrop for learning and networking.

  Tina Guenette, founder of R.A.M.P. (Real Access Motivates Progress), will share her insights and lived experience. Following the session, Tina will demonstrate how her modified accessible van supports her mobility and independence—bringing the discussion to life in a powerful and personal way.

  Before and after the seminar, enjoy the car show festivities. All makes and models of cars; Fire Pit with S'mores, Prizes and 50/50 Raffle, 11 a.m. Blessing of the Animals (St Francis Day), and other fun events.

  Click Here to Grab Your Ticket

  

  Presenter

  

  Tina Guenette, President and Founder, R.A.M.P

  Tina Guenette is a motivational speaker who currently is CEO, Founder and People Connector of her own national non-profit, RAMP (Real Access Motivates Progress). She works with all businesses, professions, government entities and first responders on all areas of communication and best practices for working to include the disability community. She was appointed to the United States Access Board by President Biden, sits on the Governor’s Commissions on Disabilities & Aging. She is a community member of many commissions, businesses, and organizations to ensure all people—no matter their ability—are included in the conversation.

  Her two best quotes are “Don’t just sit there…make a difference” & “If you can’t stand up…Stand out.”

  
  

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• Employment Law Summit

  • When
    15 Oct 2025
  •  
    8:00 AM - 4:00 PM
  • Location
    Harbor Lights, 150 Gray Street, Warwick, RI 02889

  Register

  Presented in partnership with the Employers Association of the Northeast (EANE)
  

  The Employment Law Summit is RI SHRM’s premier annual event for HR professionals, business leaders, and employers who want to stay ahead in today’s fast-changing legal landscape. This full-day program delivers timely updates on federal and state employment laws, compliance strategies, and practical guidance to help you protect your organization and support its growth.

  Attendees will gain a comprehensive understanding of current, new, and pending legislation, equipping them to navigate complex workplace issues with confidence. The summit also offers invaluable networking opportunities and access to some of the region’s top legal and HR experts.

  What to Expect:

  • Federal & State Legislative Updates: Learn about the latest developments impacting your workplace.
  • Expert-Led Sessions: Hear directly from thought leaders and practitioners who will share real-world strategies for compliance and risk management.
  • Interactive Q&A: Get your most pressing employment law questions answered.
  • Networking Opportunities: Connect with peers and expand your professional network.

  Whether you’re an experienced HR professional or a business owner managing workplace compliance, this summit will provide the insights you need to stay informed, stay compliant, and stay ahead.

  Employers who purchase a table receive a discounted rate. For details, contact Lisa Bernard at programs.rishrm@gmail.com.

  

  EVENT DETAILS:

  Date:    8:00 AM - 4:00 PM
  Location:   Harbor Lights,
  150 Gray Street
  Warwick, RI 02889

  Cost:  

  • Early Bird: $179
    May 1 - 31, 2025

  • Regular: $199
    June 1 - Sept 28, 2025

  • Late Registration: $219
    Sept. 29 - Oct 10, 2025

  

  For sponsorship opportunities, contact rishrmsponsorship@gmail.com
  

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• Strategic HR at Mt Washington (2025)

  • Start
    26 Oct 2025
  •  
    8:00 AM
  • End
    28 Oct 2025
  •  
    1:00 PM
  • Location
    Omni Mt. Washington Resort, Bretton Woods, NH

  
  

  Where HR Leaders Recalibrate, Connect, and Lead What’s Next

  Strategic HR at Mt. Washington is a high-level retreat designed for senior HR and People Operations executives across New England and beyond.

  Over three days, you’ll join 250+ of your peers—CHROs, VPs, Directors, and rising executives—for an immersive experience blending bold business-focused content, curated relationship-building, and space for strategic reflection.

  Set against the stunning backdrop of the Omni Mount Washington Resort, this is not a traditional conference. It's where conversations go deeper, connections grow stronger, and leadership moves forward.

  What to Expect:
  

  • 20+ thought-provoking sessions, workshops, and keynotes led by industry experts
  • Meaningful time to connect with decision-makers navigating similar challenges
  • Access to innovative business partners committed to supporting strategic HR leadership
  • An environment designed for focus, clarity, and real progress—far from daily distractions

  Move beyond transactional HR and step fully into your role as a business leader.

  Click here to learn more and register.

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