Education
& Events
Human Resource and Training Professionals Roundtable 2023
Tuesday, May 23, 2023 - Wednesday, May 24, 2023
Cleveland, OH or Virtual
Jump To: Agenda | Speakers | Hotel | Registration
The Human Resource and Training Professionals Roundtable offers an invaluable opportunity to network with industry peers and participate in roundtable discussions on key challenging human resource and training-related topics. Day one will focus on compliance and general HR topics while day two will feature creating a human-centric HR approach.
This must-attend event is ideal for all training and human resource directors, managers and generalists.
The roundtable will be hybrid with an in-person or virtual registration option. Choose the one that works best for you.
The Precision Metalforming Association is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities. This roundtable is worth 8 PDCs.
AGENDA
Tuesday, May 23, 2023—Compliance and HR
1:30 p.m. Welcome and Introductions
Connie King, Workforce Development Director, Precision Metalforming Association
1:50 p.m. Doubling Down: HR Regulations from Washington, D.C.
Omar Nashashibi, Partner, The Franklin Partnership, LLC
A divided Congress has disrupted President Biden’s legislative agenda as he looks to increase regulatory activity. PMA’s lobbyist in Washington, D.C., Omar S. Nashashibi with The Franklin Partnership, will provide his insights into what regulators at the Department of Labor have in store for manufacturers and employers. From OSHA mechanical power press and lockout/tagout rules to overtime threshold increases and employee classifications, 2023 is shaping up as a busy year for regulators, not just in Washington, D.C., but in capitals across the country. This session will help your business anticipate, adapt and preempt the impact of many of these workplace changes expected in the coming year. *Virtual presentation.
2:40 p.m. Multi-Generational Health Care Solutions
Brian Feliciano, VP, Business Development, and Drew Magyar, Employee Benefits Advisor, Oswald Companies
Each generation within an organization has different needs when it comes to their health care. Oswald Companies will educate and explain successful strategies to fit the health care needs of each generation as well as how to communicate the benefits across the organization.
3:10 p.m. The Intersection of Safety and the HR Function
Laura Helmrich-Rhodes, Owner, Safety Geeks
This presentation will be based on the results of a survey of 510 HR professionals, recent interactions with HR professionals in metal manufacturing industries and experience as a safety consultant/university professor. Specifically, we will dive into the intersection of safety topics specific to obtaining and developing HR resources, maintaining HR Resources, and of course legal compliance. Discussion, advice and resources will be practical and helpful to the HR professionals' day-to-day duties.
3:40 p.m. Break
3:50 p.m. Roundtable Discussion
Topics: benefits/policies, compensation, compliance, law and regulations, healthcare and more.
5:00 p.m. Depart for Guardians vs. White Sox Game
Dinner included.
9:00 p.m. Return to Hotel and PMA HQ
Wednesday, May 24, 2023—Human-Centric HR
8:00 a.m. Breakfast
8:30 a.m. What’s New in HR Law and Landscape
Catherine Burgett, Partner, Frost Brown Todd LLP
Staying on top of legal developments and changes in the HR space is critical to success, particularly in an already challenging labor market. This presentation will hit the recent highlights (and low times) of labor and employment law while exploring best practices and tips for managing the turbulent times.
9:00 a.m. Brain-Based Productivity
Jason Henkel, Founder & Chief Balance Engineer, Focus to Evolve
This unique brain-based effectiveness training is for Outlook and Gmail users who wish to get their inboxes to zero and activate the modalities and meta-skills that induce exceptional levels of productivity while finding and maintaining balance and wellbeing. This groundbreaking and immediately impactful training will have you more productive by working better hours, not MORE hours. Learn more about how other people's false emergencies will no longer hijack your highest priorities (your dreams and goals). You will learn to reject common stereotypes assigned to how we interact with our email inboxes, replacing them with a deep understanding of how to use it as a tool of effectiveness instead of a never-ending firehose of noise and demands.
10:30 a.m. HR as a Business Partner
Judy Bodenhamer, Founder & Managing Director, The Client Experience Group
An effective HR business partner is an essential asset to any organization. Becoming a trusted adviser and business partner to senior management means that you are providing advice and guidance on a wide range of people-related topics. We will review the current roles and responsibilities of an HR business partner, the necessary skills and qualities, and how to develop the knowledge required to amplify your impact across the organization.
12:00 p.m. Lunch
12:45 p.m. Talent Management and Succession Planning Strategies
Judy Bodenhamer, Founder & Managing Director, The Client Experience Group
Are you concerned about who will lead your organization in the future? If yes, you are not alone! Join us to explore how succession planning should be considered one of the most important strategic initiatives at your organization this year.
We will provide an overview of the practical steps of a comprehensive succession planning process and the critical role that talent management strategies play in successfully navigating and executing these efforts. Participants will have the opportunity to learn from each other in breakout groups where they will brainstorm best practices and practical tools that support in the identification, assessment and development of team members for the future. We will also discuss ideas on how HR professionals can add value by establishing themselves as the internal experts on succession planning and talent management strategies.
1:45 p.m. Roundtable Discussion
Topics: employee experience, HR coaching, succession planning, training and development plans and more.
2:30 p.m. Adjourn
All times are eastern.
SPEAKERS
Judy Bodenhamer, Founder & Managing Director, The Client Experience
Judy Bodenhamer is passionate about creating customized professional development experiences for businesses. Judy is an entrepreneur, business executive, coach, mentor, innovator and community volunteer. She has committed her career to helping businesses and individuals achieve accelerated levels of success. Her engagements involve the innovative delivery of business consulting, executive coaching, organizational development consulting, sales and marketing programs, strategic planning, training and leadership development initiatives with those organizations and/or individuals who want to positively impact their performance and skills.
Her business leadership experience spans more than 25 years, of which Judy spent half of her career at Fortune 50 organizations, where her last assignment was area vice president, leading a $200M division, with well over 100 employees.
Catherine Burgett, Partner, Frost Brown Todd LLP
Catherine Burgett has represented companies in federal and state courts and before the Equal Employment Opportunity Commission, Ohio Civil Rights Commission and the National Labor Relations Board, among others. She also spends significant time advising clients on the many day-to-day issues that arise with employees, and enjoys helping them successfully navigate the often-turbulent waters of human resources.
Catherine is a regular speaker on labor and employment and human resources topics, including discrimination and harassment issues, the Family Medical Leave Act, wage and hour laws, the National Labor Relations Act, public records requests, and best employment practices. She also provides ongoing education and training to many clients, which allows employers and their staff to identify and address human resources concerns with confidence.
Brian Feliciano, Vice President, Business Development, Oswald Companies
Brian Feliciano has more than 25 years of sales and service experience. He specializes in consulting, strategizing, educating and implementing sustainable group health plans. Brian started his career as a Medicare consultant and was intricate with reviewing all options and cost-effective solutions for seniors and employer groups with seniors. Brian holds designations as a Registered Employee Benefits Consultant (REBC), Consumer Benefits Consultant, and is Patient Protection and Affordable Care Act certified.
Jason Henkel, Founder & Chief Balance Engineer, Focus to Evolve
Jason Henkel is a personal and organizational productivity expert who is deeply passionate about helping people find spacious productivity in work and life. He has been called by the U.S. Navy SEALs ‘the productivity whisperer’ and personally advises that he has the answer to finally ending the reign of the email monster that tends to own too much of our time and energy.
Over the past 12 years, he’s trained tens of thousands of individuals and groups in some of the world’s largest and most productive firms including Pfizer Pharmaceuticals, Wells Fargo, American Greetings, AkzoNobel and even the trainers of the Dale Carnegie company and many more.
Laura Helmrich-Rhodes, Owner, Safety Geeks
Dr. Laura Helmrich-Rhodes, CSP is a Board-Certified Safety Professional in comprehensive practice. She holds a bachelor’s degree in safety sciences, master’s degree in industrial and labor relations and a doctorate in higher education where her research and dissertation focused on the intersection of safety and human resources. Dr. Rhodes is a full-time, tenured faculty member at Indiana University of PA Safety Sciences Department, the first accredited academic safety program in the U.S. In addition, she has decades of experience ranging from insurance loss control, PA/OSHA Consultation, OSHA voluntary authorization instructor, private practice and is an engaging teacher/public speaker. Her primary focus for the last, approximately, eight years has been in the metal manufacturing sector. Laura’s other passions include civic leadership, outdoor fun, family and church events.
Drew Magyar, Employee Benefits Advisor, Oswald Companies 
Drew Magyar is a sales associate and risk advisor at Oswald Companies, specializing in the manufacturing and transportation industries. He focuses on innovative ways to mitigate health care spend for employers while enhancing the employee experience when it comes to their personal health care.
Drew is a graduate of Ohio University where he obtained bachelor’s degrees in finance and business analytics as well as captained its Division One hockey team for two years. He currently is pursuing his Patient Protection and Affordable Care Act (PPACA) designation through the National Association of Health Underwriters and is a member of the Cleveland Professional Twenty-Thirty Club. Prior to joining Oswald, Drew was a sales executive in the Ralph and Luci Schey Sales Center.
Omar Nashashibi, Partner, The Franklin Partnership, LLC
Omar Nashashibi is a founding partner of The Franklin Partnership, LLC, the bipartisan Washington, D.C.-based government relations firm that represents PMA’s interests before Congress and the Administration.
Omar has more than 20 years of experience working with policymakers, politicians and the media. Prior to The Franklin Partnership, Omar worked for the Office of Management and Budget. Earlier in his career, he served as a research assistant at the Institute for Public Accuracy, promoting policy to the media. In 1995, he began his career in Washington, D.C. covering congressional and agency hearings for a nationwide nonprofit publication.
FACILITATOR
Connie King, Workforce Development Director, Precision Metalforming Association
Prior to joining PMA in May 2022, Connie served as the director of professional development for Baldwin Wallace University, where she created and delivered original, competency-based learning programs for external organizations and university employees. Connie also previously worked for the University of Akron as a manager of business solutions, where she developed and implemented internal and external organizational development programs, and created community, industry-based consortiums for assessing and satisfying skills demands. She has more than 20 years of experience in learning and development, and is passionate about the future of our workforce.
ROUNDTABLE LOCATION
Precision Metalforming Association
6363 Oak Tree Blvd.
Independence, OH 44131
216-901-8800
HOTEL ACCOMMODATIONS
Holiday Inn Cleveland-S Independence
6001 Rockside Rd.
Independence, OH 44131
Room Rate: $104 per night plus applicable taxes
Hotel accommodations include free self-parking. Hotel does not provide airport transportation.
REGISTRATION INFORMATION
IN-PERSON
Register by Wednesday, May 10 to save!
PMA member: $439
Nonmember: $489
After Wednesday, May 10
PMA member: $659
Nonmember: $709
VIRTUAL
PMA member: $439
Nonmember: $659
Questions? Contact Ali Miller at 216-901-8800 ext. 152.
By registering for this event, you agree that your contact information could be shared with our valued event partners and sponsors.
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