GUEST:
Brandy Ferrer, President, and CEO, Pathfinder Strategies
Brandy Ferrer is the visionary President and CEO of Pathfinder Strategies, a consulting company that helps clients create and sustain workplace cultures where people enjoy their work and can perform at their best. Brandy is also the creator of High 5 Culture model, a revolutionary approach that identifies the core of a thriving culture and simplifies the process of making meaningful cultural shifts.
Brandy is skilled at harnessing the power of the people to achieve organizational success. As a result of her work and the work of the fantastic PS team, Pathfinder Strategies has been recognized with the Leadership 500 Excellence Award and is currently a contender for the Society of Human Resources Celebrating Innovation in the Workplace Award. Additionally, Pathfinder Strategies was a finalist for the Better Business in 2015.
Social Media Links: Facebook| Instagram| LinkedIn:
Chris Helin, Vice President Lovitt & Touche
Chris has been an Employee Benefits Consultant for almost 29 years with Lovitt & Touché, now a Marsh McClennan Agency. She works with CEO’s CFO’s and Executive Human Resource Professionals to drive the development of long-term strategic direction for their Employee Benefit Plans. As a partner with these entities, she also works to preserve and promote the culture of the organization.
Chris believes that any long-term cost goals for the Employee Benefits Program should incorporate the business strategies, be concerned with attracting and retaining quality employees, incorporate wellness, and include cutting edge cost control strategies. Doing so will optimize the potential for their employee benefits program to contribute to the organizational culture in a positive way. She sees often that the top-level message to employees about their Employee Benefits will either reinforce or work against the employee value proposition, and should be carefully crafted.
SOCIAL MEDIA: LinkedIn
About Your Hosts
McCraren Compliance
sarah@mccrarencompliance.com
Sarah McCraren is CEO and President of McCraren Compliance and is a Tucson native with a strong sense of community. Sarah spent many years in the corporate finance world specializing in the operational analysis, measurement and accountability systems, project management and software implementations. However, Sarah wanted to do work which was meaningful and would positively impact her community. She found that saving lives and reducing injuries through comprehensive safety programs fit that bill. Sarah leads the McCraren Compliance team by keeping everyone focused on their primary purpose and balancing the needs of all their stakeholders.
Sarah serves on the Board for the Society for Mining, Metallurgy and Exploration Tucson Chapter, Southwest University of Visual Arts, Conscious Capitalism Arizona and are active with the Arizona Builders Alliance, Arizona Rock Products Association and Arizona Transportation Builders.
Follow McCraren Compliance on LinkedIn and Facebook.
Retirement Evolutions
jneis@retevo.com
www.retevobiz.com
Jeremy Neis is an Investment Advisor with Retirement Evolutions and a small business operator fueled by the desire to enrich the life experience. He grew up in the Chicago area and chased the sun to get a degree at the University of Arizona in human and organizational communications. After doing so, he returned to Illinois where over the next 15 years he would find joy in co-launching and growing a technology solutions company and establishing a family. In 2014 he returned to the desert to join his current venture, Retirement Evolutions, where his focuses are: (1) Conduct planning with individuals and families so that they can maximize the likelihood of leading secure and comfortable retirements. (2) Through the business services arm, Resourceful, empower business leaders to care for the people that they will rely upon to be thriving, sustainable organizations.
Jeremy is a proud contributor to the Conscious Capitalism movement as he views it as a powerful vehicle to bring about greater prosperity and reduced suffering for our human family. Over his career, he has had the privilege to work closely with hundreds of different enterprises across many markets and industries. A common theme emerges among those firms that he’s seen excel and that is to be great not just with what they are bringing to market, but also with the manner in which they are doing so.
Connect with Jeremy on LinkedIn and follow Retirement Evolutions on Facebook.