Date:
Thursday, January 12, 2023
12:00 PM to 1:00 PM
* Virtual Platform:
Zoom
* The Zoom details will be provided in a separate communication after successful registration.
Event Timeline:
12:00 PM
Welcome
12:00 - 1:00 PM
Virtual Presentation
Registration & Cancellation Policies:
Register and/or send cancellations by noon on Wednesday, 1/11/23 to:
CPE Credit:
This event is eligible for 1 CPE credit.
Virtual participants must attend from 12:00 PM – 1:00 PM and answer polling questions to receive credit.
Contact
Michelle WeissFEI Eastern Wisconsin
920.750.9110
michelle@mwcommunications.org
Topic
2023 Benefits, Legislative, and Financial Trends
Summary
Join Gallagher for a discussion of current market trends for 2023 and beyond. We will cover current legislative trends, financial trends, and benefits trends and provide practical guidance around issues companies may encounter or solutions they may wish to consider in the coming year.
Learning Objectives
- Understand new and upcoming legislative provisions and related obligations and responsibilities, along with any items that should be considered to both comply and manage any risk associated
- Understand financial trends with employee benefit plans and the healthcare market to help you better project costs and understand changes that should be considered for the upcoming year to manage to your organizations’ fiscal realities
- Understand current market dynamics and how current trends in the upcoming space are impacting ability to recruit/retain, organizational goals and overarching people goals
Josh Bergman
Area Vice President | Gallagher Benefit Services
Biography
As Area Vice President, Josh’s core focus is establishing and maintaining client relationships. In collaboration with other specialized industry experts across Gallagher, he ensures that each client’s Total Rewards Strategy is aligned with their unique organizational needs and financial expectations. Since 2016, Josh has consulted several well-known, highly respected firms on their health and risk management programs. In 2020, he joined Gallagher and brings his accomplished professional experience to the Wisconsin team.
Josh is a relentless problem-solver for companies trying to balance healthcare costs and quality of benefits. His experience brings a unique perspective to his clients by understanding the intricacies of each organization’s distinctive culture, and recommends cost effective strategies to satisfy their overall employee life cycle needs.
Josh received his BA in Marketing and Public Relations from Carthage College. He currently resides in Waukesha with his wife, Cammie and his son, Royce. He is an avid sports fan and golfer, enjoys reading, and loves spending free time hiking with the family.
Lisa Metcalf
Area Executive Vice President | Gallagher Insurance
Biography
Lisa Metcalf joined the Gallagher Wisconsin Leadership team in March 2022. Having worked in a variety of roles throughout the industry, Lisa brings nearly 20 years of employee benefits experience and a well-rounded knowledge base ranging from claims and underwriting to strategic consulting. Lisa holds responsibility for leading strategic initiatives internally for Gallagher Wisconsin and serving on Gallagher’s National Innovation Council. Lisa serves the teams in a player-coach role and remains directly connected to Gallagher’s clients overall as well as her own to ensure a connected approach to leadership.
Lisa is passionate about helping Gallagher’s employers achieve corporate vision and establish company culture through their Total Rewards and Benefits portfolios, though she holds licenses for both Health & Life as well as Property & Casualty. She enjoys working collaboratively with client teams to develop a benefits strategy that supports the culture they want to create, while at the same time helping them to protect all they hold dear—whether that be people, property, financial outlook, or reputation.
Lisa is passionate about working with Gallagher teams and clients to educate them on the ever-changing benefits and compliance ecosystems, bring forward innovation and help ensure market competitiveness, while ensuring critical knowledge around risks allowing her clients to make fully informed decisions. At the same time, with her analytical nature, she also brings valuable data-driven insights that translate to action and positive outcomes for her clients and their employees alike. Lisa loves to help her clients explore innovative and sustainable solutions that marry with their business goals-- creating both long and short-term roadmaps with tactics and timelines for execution to ensure the job gets done. She has a keen eye for detail and takes great pride in delivering service excellence.
Financial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.