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Jason Cline and Sameera Luthur, SHRM-Atlanta and SOAHR 2023

February 28, 2023 by John Ray

Jason Cline and Sameera Luthur, SHRM-Atlanta and SOAHR 2023
North Fulton Business Radio
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Jason Cline and Sameera Luthur, SHRM-Atlanta and SOAHR 2023

Jason Cline and Sameera Luthur, SHRM-Atlanta and SOAHR 2023 (North Fulton Business Radio, Episode 613)

SHRM-Atlanta CEO Jason Cline and Manager of Events Sameera Luthur joined host John Ray on this edition of North Fulton Business Radio to offer a preview of SOAHR 2023, SHRM-Atlanta’s annual conference for the region’s HR and people management professionals, which will be held on March 28 and 29, 2023. Jason and Sameera discussed the exciting new venue for this year’s conference, the Gas South District Convention Center in Duluth, the robust offering of a wide variety of sessions, the collegiality of members, and much more.  Jason also provided an update on exciting new events and educational opportunities SHRM-Atlanta has in store for its members later in 2023.

Also, the Business RadioX team will be broadcasting live from this event on Tuesday and Wednesday, March 28th and 29th. Stop by and see us!

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

SHRM-Atlanta

SHRM-Atlanta is one of the largest chapters of SHRM and shares its purpose of elevating the HR profession. As a leader in the Atlanta metro business community, SHRM-Atlanta strives to be the premier resource for those working in and supporting the human resource function. SHRM-Atlanta’s predominant goal is to be the voice of HR in metro Atlanta and be the first contact for those seeking information and solutions.

This will be achieved through the growth and diversity of members, education, and delivery of content, and by strengthening partnerships with organizations that share its vision.

Website | LinkedIn | Facebook | Instagram | Twitter

SOAHR 2023

SOAHR is the can’t-miss conference of the year for anyone in HR or People Management in greater Atlanta or the Southeast. If you’re looking for a conference that will supply you with actionable ideas, new insights, and best practices for you, your team, and your company, you don’t want to miss this event.  The 2-day conference includes Pre-Conference Workshops, a Resource Partner Showcase, networking opportunities, and more. Average attendance is 1000+ and this year’s conference will be held at the Gas South District Convention Center in Duluth, Georgia on March 28th and 29th.

This year’s theme is SHIFT, Develop, Perform: Moving HR into the Next Normal. The keynote speaker and workshop facilitators will empower attendees to intentionally focus on their talent, develop a network of new and seasoned professionals, and establish skills needed to perform in their new role.

Conference Website

Jason Cline, CAE, Chief Executive Director, SHRM-Atlanta

Jason Cline, CAE, Chief Executive Director, SHRM-Atlanta

Jason Cline brings over 18 years of association management and leadership experience to SHRM-Atlanta. Previously, Jason was the President & CEO of the Printing & Imaging Association of Georgia. There, Jason spearheaded the development and execution of a strategic plan and led a highly profitable insurance arm of the organization. Prior to that role, he was the Strategic Initiatives Executive at the Association of College Unions International, the Section Membership Development Manager at the American Bar Association, and he began his association career as the Director of Membership at the Roller Skating Association International.

Jason earned both his undergraduate degree in Elementary Education and a graduate certificate in Nonprofit Management from Indiana University. He also holds the Certified Association Executive (CAE) credential from ASAE: The Center for Association Leadership. Jason has called Atlanta home since 2016 when he moved here from Indianapolis.

LinkedIn

Sameera Luthur, Manager of Events & Emerging Content, SHRM-Atlanta

Sameera Luthur, Manager of Events & Emerging Content, SHRM-Atlanta

Sameera Luthur joins the SHRM-Atlanta team as Manager of Events and Emerging Content and will be responsible for event logistics, developing relationships, partnering with organizations, and curating content in new and emerging areas outlined in the SHRM-Atlanta strategic plan.

She has served in several Higher Education roles, working directly with students to build community on college campuses and develop leadership skills needed in the workforce. She brings experience planning large-scale events and creating training initiatives for students and professionals across a variety of fields. Sameera holds an M.S. in Educational Psychology from Georgia State University, with research focused on two of her passion areas: mental health and DEI.

Sameera is excited to serve the SHRM-Atlanta community and grow her experiences and career with an association that has so much impact in the Atlanta area.

LinkedIn

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management, and financial services offices in Mississippi, Alabama, Tennessee, Georgia, and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Since 2000, Office Angels® has been restoring joy to the life of small business owners, enabling them to focus on what they do best. At the same time, we honor and support at-home experts who wish to continue working on an as-needed basis. Not a temp firm or a placement service, Office Angels matches a business owner’s support needs with Angels who have the talent and experience necessary to handle work that is essential to creating and maintaining a successful small business. Need help with administrative tasks, bookkeeping, marketing, presentations, workshops, speaking engagements, and more? Visit us at https://officeangels.us/.

Tagged With: 2023, atlanta, Duluth, gas south district, HR, HR Conference, Jason Cline, John Ray, North Fulton Business Radio X, Office Angels, renasant bank, Sameera Luthur, shrm, SHRM Atlanta, SOAHR 2023

HR Hot Buttons for 2023

January 6, 2023 by John Ray

HR Hot Buttons for 2023
Advisory Insights Podcast
HR Hot Buttons for 2023
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HR Hot Buttons for 2023

HR Hot Buttons for 2023 (Advisory Insights Podcast, Episode 25)

On this episode of Advisory Insights, Stuart Oberman of Oberman Law Firm discussed some of the key HR issues that businesses will need to be aware of in 2023. He covers topics such as layoffs, severance packages, onboarding, and employee policies, and stresses the importance of being prepared for these potential problems in order to avoid any legal or financial difficulties down the road.

Advisory Insights is presented by Oberman Law Firm and produced by the North Fulton studio of Business RadioX®. The series can be found on all the major podcast apps. You can find the complete show archive here.

TRANSCRIPT

Intro: [00:00:01] Broadcasting from the studios of Business RadioX, it’s time for Advisory Insights. Brought to you by Oberman Law Firm, serving clients nationwide with tailored service and exceptional results. Now, here’s your host.

Stuart Oberman: [00:00:20] Hello everyone, and welcome to Advisory Insights. Stuart Oberman here. All right, folks, we’re going to keep drilling it down. I want to cover today, HR Hot Topics for 2023. We’re going to talk about it. We’re going to talk about it. We’re going to talk about it, because I know what’s going to happen is it’s going to be 2025 and the people that listen to this podcast are not going to do what I tell them to do. And we’ll be saying the same thing for 2025. So, we’re going to keep drilling this down until our guys get it 100 percent.

Stuart Oberman: [00:00:51] All right. Look, I’ll take a look at Hot Buttons here. Number one, employee benefits. You’ve got to look at the packages. In today’s market, the packages are competitive. I want you to look at what your health benefits are. I want to look at whether or not you need to do a 25 percent gross up to cover salaries for budgetary purposes. What are your benefits? Where do you need to cut? By some accounts, we are either in a recession or going into a recession, but it’s still a tight labor market. Do we need to make adjustments, plus or minus, on these packages?

Stuart Oberman: [00:01:29] Employee handbooks review. I’m going to tell you right now, I want everyone to review their handbooks every year because your people change, your culture changes, your company values change, which I hope go up. And then, what are the needs of your business? You know, goodness gracious, the needs of 2019 in COVID were a lot different than they are today. So, take a look at where you’re at business-wise. Are you expanding globally? Are you expanding in states?

Stuart Oberman: [00:01:56] In our previous podcast, we talked about different localities. We talked about different laws that affect pay equity. Are you up to date on those things? Now, folks, this is either going to be into bonus season or first quarter next year is going to be bonus season, deferred profit sharing. You have to look at what your numbers are. Are you looking at plus bonuses, minus bonuses, no bonuses? Are you looking at retirement plans? You have to look at your bonuses and deferred comp for your profit sharing.

Stuart Oberman: [00:02:28] I would urge all of our listeners, take a look at what your CPA has told you through the year. As for deferred profit sharing, are you going to declare all your income in 2022? You’re going to roll it over to 2023? Of course, I didn’t say that. So, you’ll just have to have that between your conscience and your CPA. I’m not getting into that one.

Stuart Oberman: [00:02:51] So then, we want to take a look at, I want compensation structures, number four. It is an absolute turbulent market right now for pay structures. It is all over the map. You’ve got talent that’s facing layoffs, but yet you still got a tight labor market because a lot of our employers can’t find qualified people. You’ve got pay transparency laws to look at affecting the states. You’ve got internal equity and market positions that need to be analyzed on either a quarterly, at least every six months to make sure everything is understood, perceived – and I’m going to use the buzzword of today – equitable. If you can define equitable in less than 97 paragraphs, you’re doing better than I am.

Stuart Oberman: [00:03:41] Let’s take a look at number five. I want to take a look at merit salary reviews. Are you doing reviews? Or are you sort of chugging along and letting your staff and letting your team members sort of like, “Well, I got a 3 percent raise, but I have no idea where I’m at in the marketplace today.” Inflation is running rampant. By all accounts, we’re going to be somewhere between 7 and 9 percent for a while. Fluctuations, variables, we’ve got to look at that.

Stuart Oberman: [00:04:12] Six, I want to look at promotions. Do you have a promotion policy in place? Are you prepared to take your staff, your team, your leaders to the next level? Do you have a succession plan for the next year? Do you have a plan if your key employees leave? What happens if your key employees leave? Do you have nondisclosure agreements? Are you prepared? With promotions become more responsibilities, is that outlined? How are you going to outline that? Where are you at on that?

Stuart Oberman: [00:04:47] A similar thing, I want to take a look at performance development considerations. So, employees have got to be connected. And what’s the opportunity for them to connect? What are the conversations? If you are remote, where are the cooler chats? Where’s the fireside chats? Where are these current roles? How are you dealing with exchange and feedback? Critical, critical, critical. You know, are you cutting out platforms? Are you adding platforms? Do you need to expand platforms? How are you doing this?

Stuart Oberman: [00:05:23] Eight, employee feedback. Absolutely critical. How in the world do you know whether or not your employees are happy, whether or not they have problems, whether or not you’ve got management problems, whether your management is really too big, too fat? You’ve got to shed the meat a little bit, how do you know? What’s the feedback? Do you have one-on-one conversations? When’s the last time you took your employees out to lunch or employee out to lunch to figure things out? Again, where are we at in today’s world inside the organization? What’s going on? How do you keep touch? What’s the pulse? Or is that pulse dead? Or is the business bleeding and they don’t even know it?

Stuart Oberman: [00:06:11] Last but not least, I want to take a look at workforce planning. I know these HR matters are a little bit on the structure side, not necessarily drilling down on the legal side, but it is all circular and tied together.

Stuart Oberman: [00:06:26] So, workforce planning, now is the time you should be budgeting. What are your estimated headcounts? Are you going to lay off? How do you lay off? Are you laying off properly? Are you giving them severance packages? Is your employee manual dictating how you sever employees? Are you adding employees? What is your onboarding process? Do you even have an onboarding process? Are all your employees signing non-disclosures, social media, cell phone policies? What new products are you going to invest in? Is that technology protected?

Stuart Oberman: [00:07:04] In our podcasts, [inaudible] podcasts or we may even jump ahead on this one, but our global, we’re thinking of global technology, is that being protected? Vacancies. Again, manpower. These are things you got to look at.

Stuart Oberman: [00:07:21] I know we jumped into the procedural matters a little bit more than we usually do in our conversations. But I’m telling you, folks, the title HR Hot Buttons for 2023, these are landmines waiting to happen unless you drill down on these and get specific.

Stuart Oberman: [00:07:39] Folks, that’s going to wrap it up for today. Again, Stuart Oberman. Thank you so much for listening. If you have any questions, please feel free to give us a call, 770-886-2400, or send me an email, stuart, S-T-U-A-R-T, @obermanlaw.com. Folks, thanks for listening and we hope you have a fantastic day. Take care.

Outro: [00:08:03] Thank you for joining us on Advisory Insights. This show is brought to you by Oberman Law Firm, a business-centric law firm representing local, regional, and national clients in a wide range of practice areas, including health care, mergers and acquisitions, corporate transactions, and regulatory compliance.

About Advisory Insights Podcast

Presented by Oberman Law Firm, Advisory Insights Podcast covers legal, business, HR, and other topics of vital concern to healthcare practices and other business owners. This show series can be found here as well as on all the major podcast apps.

Stuart Oberman, Oberman Law Firm

Oberman Law Firm

Stuart Oberman is the founder and President of Oberman Law Firm. Mr. Oberman graduated from Urbana University and received his law degree from John Marshall Law School. Mr. Oberman has been practicing law for over 25 years, and before going into private practice, Mr. Oberman was in-house counsel for a Fortune 500 Company. Mr. Oberman is widely regarded as the go-to attorney in the area of Dental Law, which includes DSO formation, corporate business structures, mergers and acquisitions, regulatory compliance, advertising regulations, HIPAA, Compliance, and employment law regulations that affect dental practices.

In addition, Mr. Oberman’s expertise in the healthcare industry includes advising clients in the complex regulatory landscape as it relates to telehealth and telemedicine, including compliance of corporate structures, third-party reimbursement, contract negotiations, technology, health care fraud, and abuse law (Anti-Kickback Statute and the State Law), professional liability risk management, federal and state regulations.

As the long-term care industry evolves, Mr. Oberman has the knowledge and experience to guide clients in the long-term care sector with respect to corporate and regulatory matters, assisted living facilities, continuing care retirement communities (CCRCs). In addition, Mr. Oberman’s practice also focuses on health care facility acquisitions and other changes of ownership, as well as related licensure and Medicare/Medicaid certification matters, CCRC registrations, long-term care/skilled nursing facility management, operating agreements, assisted living licensure matters, and health care joint ventures.

In addition to his expertise in the health care industry, Mr. Oberman has a nationwide practice that focuses on all facets of contractual disputes, including corporate governance, fiduciary duty, trade secrets, unfair competition, covenants not to compete, trademark and copyright infringement, fraud, and deceptive trade practices, and other business-related matters. Mr. Oberman also represents clients throughout the United States in a wide range of practice areas, including mergers & acquisitions, partnership agreements, commercial real estate, entity formation, employment law, commercial leasing, intellectual property, and HIPAA/OSHA compliance.

Mr. Oberman is a national lecturer and has published articles in the U.S. and Canada.

LinkedIn

Oberman Law Firm

Oberman Law Firm has a long history of civic service, noted national, regional, and local clients, and stands among the Southeast’s eminent and fast-growing full-service law firms. Oberman Law Firm’s areas of practice include Business Planning, Commercial & Technology Transactions, Corporate, Employment & Labor, Estate Planning, Health Care, Intellectual Property, Litigation, Privacy & Data Security, and Real Estate.

By meeting their client’s goals and becoming a trusted partner and advocate for our clients, their attorneys are recognized as legal go-getters who provide value-added service. Their attorneys understand that in a rapidly changing legal market, clients have new expectations, constantly evolving choices, and operate in an environment of heightened reputational and commercial risk.

Oberman Law Firm’s strength is its ability to solve complex legal problems by collaborating across borders and practice areas.

Connect with Oberman Law Firm:

Company website | LinkedIn | Twitter

Tagged With: Advisory Insights, Advisory Insights Podcast, Dental Practice, employment law, HR, HR Hot Buttons for 2023, Oberman Law, Oberman Law Firm, Stuart Oberman

Simple Steps to HR Compliance

November 18, 2022 by John Ray

Simple Steps to HR Compliance
Advisory Insights Podcast
Simple Steps to HR Compliance
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Simple Steps to HR Compliance

Simple Steps to HR Compliance (Advisory Insights Podcast, Episode 18)

On this episode of Advisory Insights, Stuart Oberman of Oberman Law Firm discusses the importance of compliance with state and federal hiring laws, and simple steps businesses can take to be HR compliant. He advises that interviews and telephone conversations should be recorded, and that organizations should have a process in place to ensure equal pay for equal work.

Advisory Insights is presented by Oberman Law Firm and produced by the North Fulton studio of Business RadioX®. The series can be found on all the major podcast apps. You can find the complete show archive here.

TRANSCRIPT

Intro: [00:00:01] Broadcasting from the studios of Business RadioX, it’s time for Advisory Insights. Brought to you by Oberman Law Firm serving clients nationwide with tailored service and exceptional results. Now, here’s your host.

Stuart Oberman: [00:00:20] Welcome everyone to Advisory Insights. Stuart Oberman here. All right, folks, we’re going to jump right into H.R. We’re going to have a series of H.R. podcasts coming through because it is such a topic going into 2023, and what’s being done in 2022 that lead into 2023. But I want to keep this really simple, because there’s only a handful of things you really need to do in H.R. side in order to stay in compliance and stay out of trouble.

Stuart Oberman: [00:00:52] So, what are we going to do? Topic today, simple steps to H.R. compliance. Simple steps. I’m not talking about reinventing the wheel. I’m talking about looking at things you’re doing internally, what you need to improve, what the map is that you need to follow to the compliance.

Stuart Oberman: [00:01:10] So, let’s take one of the first steps we need to do. First and foremost, folks, your managers have to be trained. A lot of companies, big, small, global do not have managers. They’re not trained. And they’re not really up to date for the challenges that lie ahead.

Stuart Oberman: [00:01:27] You know, look, I don’t care whether you are a startup or Fortune 500 company, H.R. compliance checks are mandatory nowadays. But there’s a couple of things that I want to take a look at. I don’t care whether you have a state, local, or federal issues you’re looking at or you’re a federal contractor or you are doing business with big or small companies, I want you to listen to a couple of regulatory issues from the federal government we want to take a look at that you just have to know.

Stuart Oberman: [00:02:00] One, Fair Labor Standards Act, FLSA. We talked about that on the previous podcast, but now we’re going to look at I want to know what your minimum wage requirements are. Are you paying overtime? Have you reviewed your Affordable Care Act? Now, all that’s going to be jumping into recruiting and hiring as we jump into our next section. American with Disabilities Act, do you even have a guideline for that? A little bit overlap from our last one, but still, I want to follow this trend. OSHA, you know, OSHA violations are very, very stiff. They come with a lot of fines, especially if you are in the healthcare area.

Stuart Oberman: [00:02:39] The Family Medical Leave Act, so what we’re seeing now is are there policies? You know, when couples are having babies, now they’re taking 12 longer weeks off. Are you prepared for that? EEOC, so we’re going to do a statistics with EEOC in, probably, next podcast or two that you’re not going to believe the statistics on those. So, that is why you have to be aware of what’s coming local, what’s coming national, and what’s coming into your area as far as what you’re doing, what you’re located at.

Stuart Oberman: [00:03:14] Recruiting and hiring, I’ll be honest, most of these issues that we’re going to talk about are an absolute disaster when it comes to company organizations. They’re not prepared. They don’t know. They just simply hire anyone who walks across the street and somebody in today’s world. We’re seeing a little bit of a pullback. But, still, you know, they’re hiring bodies and their H.R. compliance is a mess as far as recruiting goes.

Stuart Oberman: [00:03:37] So, as we move quickly into 2023 – again, I don’t care whether you’re a startup or Fortune 500 companies – we have some very, very, very big companies that I will assure you are substantial revenue companies, billion-dollar companies, half-a-billion companies, they are not where they need to be. And this is a great time for them to take a look at some things.

Stuart Oberman: [00:04:00] So, what are we doing? I want to look at recruiting. I want to run through some things that you have to have for recruiting or should at least take a look at, because now it’s down to H.R. And if H.R. doesn’t have the tools to go forward with these, then really the C-suites are going to have more headaches down the road. I want to see that my companies have use of non-discriminatory job descriptions.

Stuart Oberman: [00:04:22] Well, first and foremost, does anyone of you have an employee manual? Two, do they even have job descriptions that are non-discriminatory? You have to look at those. You have to put those guidelines up. Two, are there proper questions that you are asking for the interview process? Are you complying with the salary issues? Are you complying with records requests? Are your people even trained on asking questions for that?

Stuart Oberman: [00:04:51] I know we’ve said some stuff in the past about proper interview questions. I would urge all of our H.R. people, C-suites, employees that are listening to this, I don’t care whether you are on a dental office or you sell major manufacturing to global industries, you’ve got to understand what these questions are and where to stay away from.

Stuart Oberman: [00:05:12] Three, I’m going to tell you right now the questions you want to stay away from, marital status, religion – why you would want to get into religion on an interview is beyond my comprehension -sexual preference, citizenship, date of birth, age. Again, let me repeat those. Those are basics. So, when you have your questions all lined out for your candidates or employees, monitoring these questions regarding marital status, religion, sexual preference, citizenship, date of birth, age – I’m gonna throw one more at you – residence – residence.

Stuart Oberman: [00:05:52] Number four, I want you to keep all application forms and interview evaluations in order to document a reason for rejecting a candidate if you have an EEOC complaint regarding that person that was not hired. Yes, I did say that. If you reject a candidate, why did you reject them? And are you prepared to answer to the EEOC that you did not have discriminatory matters for rejecting that client?

Stuart Oberman: [00:06:30] And I will tell you, we’re seeing more and more of that. I’m going to tell you right now, I would assume that your interviews are being recorded by your candidates, so I think you need to be real careful about that. I would assume your telephone conversations are being recorded. And I will assure you, Zoom is being recorded. So, you need to be really, really, really careful and you need to be really based on your H.R. compliance issues as to what questions not to ask.

Stuart Oberman: [00:06:59] So, I want to make sure you provide equal compensation for equal work regardless, regardless of the internal job descriptions. Equal pay for equal work. Do you have guidelines for that? Is there a process for that. Now, obviously, you’re not going to have that as much detail as if you’re a small company versus a big company. Again, whether you make $1,000 or 100 million, do you have that process?

Stuart Oberman: [00:07:29] Now, what you have to show is that your payment structure is compliant with State and Federal guidelines. That’s a list of five things that you must look at before you do anything else. Before you overhaul anything else, take a look at those things. Are you in compliance? Are they in process? Are you in violation of any State, Local, Federal laws?

Stuart Oberman: [00:07:57] Now, folks, you really got to understand that in today’s world – and look, you can read The Wall Street Journal, you can read the local newspaper, you can watch your local news, I don’t care what you watch or what you read – H.R. is just no longer an option. You’ve got to comply with these things. And our hiring managers have got to keep up with this, and they’re not. You know, some great organizations out there, there’s the SHRMs of the world that are unbelievable great organizations. Get involved in those organizations and figure out what you need to do, and what you do not need to do, and what you need to change.

Stuart Oberman: [00:08:34] Folks, that’s the end of our podcast today. Stuart Oberman, Advisory Insights. If you have any questions, please feel free to give us a call at 770-886-2400 or email me at stuart, S-T-U-A-R-T, @obermanlaw.com. Folks, thank you so much. I hope you take a look at what you’re doing H.R.-wise and then we’ll wish everyone a fantastic day. Thank you.

Outro: [00:09:01] Thank you for joining us on Advisory Insights. This show is brought to you by Oberman Law Firm, a business-centric law firm representing local, regional, and national clients in a wide range of practice areas, including health care, mergers and acquisitions, corporate transactions, and regulatory compliance.

About Advisory Insights Podcast

Presented by Oberman Law Firm, Advisory Insights Podcast covers legal, business, HR, and other topics of vital concern to healthcare practices and other business owners. This show series can be found here as well as on all the major podcast apps.

Stuart Oberman, Oberman Law Firm

Oberman Law Firm

Stuart Oberman is the founder and President of Oberman Law Firm. Mr. Oberman graduated from Urbana University and received his law degree from John Marshall Law School. Mr. Oberman has been practicing law for over 25 years, and before going into private practice, Mr. Oberman was in-house counsel for a Fortune 500 Company. Mr. Oberman is widely regarded as the go-to attorney in the area of Dental Law, which includes DSO formation, corporate business structures, mergers and acquisitions, regulatory compliance, advertising regulations, HIPAA, Compliance, and employment law regulations that affect dental practices.

In addition, Mr. Oberman’s expertise in the healthcare industry includes advising clients in the complex regulatory landscape as it relates to telehealth and telemedicine, including compliance of corporate structures, third-party reimbursement, contract negotiations, technology, health care fraud, and abuse law (Anti-Kickback Statute and the State Law), professional liability risk management, federal and state regulations.

As the long-term care industry evolves, Mr. Oberman has the knowledge and experience to guide clients in the long-term care sector with respect to corporate and regulatory matters, assisted living facilities, continuing care retirement communities (CCRCs). In addition, Mr. Oberman’s practice also focuses on health care facility acquisitions and other changes of ownership, as well as related licensure and Medicare/Medicaid certification matters, CCRC registrations, long-term care/skilled nursing facility management, operating agreements, assisted living licensure matters, and health care joint ventures.

In addition to his expertise in the health care industry, Mr. Oberman has a nationwide practice that focuses on all facets of contractual disputes, including corporate governance, fiduciary duty, trade secrets, unfair competition, covenants not to compete, trademark and copyright infringement, fraud, and deceptive trade practices, and other business-related matters. Mr. Oberman also represents clients throughout the United States in a wide range of practice areas, including mergers & acquisitions, partnership agreements, commercial real estate, entity formation, employment law, commercial leasing, intellectual property, and HIPAA/OSHA compliance.

Mr. Oberman is a national lecturer and has published articles in the U.S. and Canada.

LinkedIn

Oberman Law Firm

Oberman Law Firm has a long history of civic service, noted national, regional, and local clients, and stands among the Southeast’s eminent and fast-growing full-service law firms. Oberman Law Firm’s areas of practice include Business Planning, Commercial & Technology Transactions, Corporate, Employment & Labor, Estate Planning, Health Care, Intellectual Property, Litigation, Privacy & Data Security, and Real Estate.

By meeting their client’s goals and becoming a trusted partner and advocate for our clients, their attorneys are recognized as legal go-getters who provide value-added service. Their attorneys understand that in a rapidly changing legal market, clients have new expectations, constantly evolving choices, and operate in an environment of heightened reputational and commercial risk.

Oberman Law Firm’s strength is its ability to solve complex legal problems by collaborating across borders and practice areas.

Connect with Oberman Law Firm:

Company website | LinkedIn | Twitter

Tagged With: Dental Practice, HR, HR Compliance, Oberman Law, Oberman Law Firm, Stuart Oberman

Regulatory Concerns for 2023

November 11, 2022 by John Ray

Regulatory Concerns for 2023
Advisory Insights Podcast
Regulatory Concerns for 2023
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Regulatory Concerns for 2023

Regulatory Concerns for 2023 (Advisory Insights Podcast, Episode 17)

On this episode of Advisory Insights, Stuart Oberman of Oberman Law Firm looked ahead to 2023 and covered some of the basic HR-related compliance reviews businesses should conduct at year end 2022, including manuals and checklists, time tracking and overtime policies, employee vs. contractor classification, and more. Stuart also urged employers use this time to verify their compliance with the FLSA, the Affordable Care Act, the Americans with Disabilities Act, OSHA, and EEOC.

Advisory Insights is presented by Oberman Law Firm and produced by the North Fulton studio of Business RadioX®. The series can be found on all the major podcast apps. You can find the complete show archive here.

TRANSCRIPT

Intro: [00:00:01] Broadcasting from the studios of Business RadioX, it’s time for Advisory Insights. Brought to you by Oberman Law Firm, serving clients nationwide with tailored service and exceptional results. Now, here’s your host.

Stuart Oberman: [00:00:20] Welcome everyone to Advisory Insights. This is Stuart Oberman. Well, I’ll tell you, folks, 2023 is almost here. So, at this time of year, it is a mad, mad scramble to get everything organized, closed out for 2022, and then see what we have for 2023. So, this is a perfect, perfect time that our clients, big or small, whether you make $100,000 a year or whether you’re half-a-billion to a billion dollars, it’s all, all, all regulatory time. So, what are we going to cover?

Stuart Oberman: [00:01:30] As we review regulatory concerns for 2023, it’s a mad scramble now. Our clients, whether they’re big, they’re small, whether they make $1,000 a year or half-a-billion dollars or a billion dollars, it is all regulatory time. So, what I want to do is really take a look at what are the basic things that you need to really look at on an H.R. Process, whether it is local, regional, national landscape. Human resources is an extremely, extremely hot topic right now.

Stuart Oberman: [00:02:01] You know, when you have states that are regulating hair color, when you have states that are regulating non-compete agreements, when you have states regulating background checks, whether we have employee classification issues, whether we have IRS issues, let’s take a quick look at some of the things that we need to look at and what everyone needs to look at as a checklist for 2023 starting today.

Stuart Oberman: [00:02:28] One, I want everyone to do a complete compliance review. What does that mean? That means all your manuals, all your checklists, all your personnel issues, all your tax forms, whatever you need to do to make sure that those personnel files are absolutely in order we need to take a look at.

Stuart Oberman: [00:02:50] Second step in this wonderful world that we live in of the revolving employee coming and going, boomeranging, the great resignation. I forgot the biggest term now is a great – I don’t know, where employees just sort of float along and they really don’t check in or check out. They just float and, eventually, wait to be fired.

Stuart Oberman: [00:03:13] I want you to take a look at hiring and recruiting, you know, what is your onboarding process. That’s the next one, employee onboarding. Do you have the regulatory matters? Do you have the offer letters, which we’re going to cover in another episode. Do you have the background checks? Are you granted permission to do background checks? Are you granted permission to do criminal checks? I mean, these are the things that you really, really have to take a look at as far as onboarding goes.

Stuart Oberman: [00:03:42] Do you have a training process in place for the employees or are they just sort of floundering? Have they received non-disclosure agreements? Have they received social media, cell phone, internet policy agreements? These are all the things that you need to handle right when they start the first day.

Stuart Oberman: [00:03:58] So then, let’s take a look at our payroll and time keeping measures. Huge topic issue. Are you properly paying your employees for overtime? We’re going to cover that issue as it relates to commuting employees in a couple episodes down the road. But how are you paying your employees? Are they W-2? Are they 1099? Are you paying them for travel time to the job, paying spending the night? Are you traveling?

Stuart Oberman: [00:04:25] You know, we’re going to get into a little bit of the The Portal-to-Portal Act. You’re probably thinking, what in the world is that? Well, that’s an early, early law that’s been around for about 60 or 70 years that, honestly, most H.R. people do not know about. So, timekeeping measures. Are you tracking time? How are you tracking time? Is it manual? Is it by computer? Is it by software?

Stuart Oberman: [00:04:48] Because what happens is we have some employers that will not pay their staff overtime until they reach 46 hours. Now, there’s a five hour gap there every week. That can be very, very costly. Do you have a policy in place? Is your OT policy, whatever that may be – I’ll use the word defensible – defensible? Is it defensible against the IRS? Is it defensible against the Department of Labor, no matter where your state is, or federal? What do those things look like?

Stuart Oberman: [00:05:26] Classification, independent contractor or employee. Do you pass the simple smell test? I think it was back in ’84, I believe, or the early ’80s, the IRS set up 20 checkmarks, if you will, on what you need to look at to determine whether a person is an employee or independent contractor. Are we looking at the control test? The old saying, if you control the time, place, and manner of an individual, they are an employee. So, that could be a very, very, very costly mistake.

Stuart Oberman: [00:06:05] Next question is proper record considerations. Are you keeping track of those? So, there’s a couple of things you need to look at when you’re saying you’re tracking those. So, I want you to take a look at do you comply with the Fair Labor Standards Act, FLSA, the minimum wage, overtime? Should that be reviewed? Absolutely. Are you looking at the Affordable Care Act? Do you comply with that? Simple things. Do you have enough employees to comply with those areas? American with Disabilities Act, the ADA, are you looking at those? Occupational Safe and Health Act, OSHA – OSHA, the big guys. Family Medical Leave Act, are you looking at that, FMLA, 50 employees or over?

Stuart Oberman: [00:06:53] Do some of your employees that are 15 or some of your companies that are 15 and more employees, do they qualify for that? And then, the beloved agency, the EEOC, which is a nasty, nasty governmental organization that, really, I say nasty, but they do a lot of good things. And we’re going to cover some areas on that down the road.

Stuart Oberman: [00:07:15] So, what are the next things? EEOC retaliation. So, if your employee reports you to a governmental agency or state agency or even a local agency, and you retaliate, well, what does that mean? You can’t fire, you can’t demote, you can’t reprimand, you can’t punish your employees because they simply went ahead and reported you, which they are allowed to do. The question is, how do you deal with that internally and do you have a retaliation process? That has to be reviewed. You’ve got to look at your H.R. You have to have specific guidelines for non-retaliation.

Stuart Oberman: [00:07:57] And, lastly, I’m going to take a look at federal guidelines for 15 or more employees. Now, have you even looked at whether or not the FLSA even applies to you? The question is it will. Affordable Care Act, Medical Disabilities Act, OSHA, FMLA, EEOC, do those even apply to you if you have 15 or more employees? If you don’t know the answer to that question, you’re way out of compliance.

Stuart Oberman: [00:08:24] And I would urge everyone to take a look at what their guidelines are, ask questions, seek counsel, go to the C-suites of your company. And if you are not in compliance, now is an absolute great time because people wait to the second, third, fourth quarter to do this. Now’s the time to deal with it going into 2023.

Stuart Oberman: [00:08:49] Folks, that is our H.R. concerns for 2023 entering. I want you to really take a look at these things and make sure because it is really a trap for the unwary if you are not.

Stuart Oberman: [00:09:02] Folks, Stuart Oberman, Oberman Law Firm and Advisory Insights. If you have any questions, please feel free to contact me at 770-886-2400 or email stuart, S-T-U-A-R-T, @obermanlaw.com. We’re going to have some great, great topics to follow on our next podcast. So, everyone, have a fantastic day. Thank you.

Outro: [00:09:25] Thank you for joining us on Advisory Insights. This show is brought to you by Oberman Law Firm, a business-centric law firm representing local, regional, and national clients in a wide range of practice areas, including health care, mergers and acquisitions, corporate transactions, and regulatory compliance.

About Advisory Insights Podcast

Presented by Oberman Law Firm, Advisory Insights Podcast covers legal, business, HR, and other topics of vital concern to healthcare practices and other business owners. This show series can be found here as well as on all the major podcast apps.

Stuart Oberman, Oberman Law Firm

Oberman Law Firm

Stuart Oberman, Founder, Oberman Law Firm

Stuart Oberman is the founder and President of Oberman Law Firm. Mr. Oberman graduated from Urbana University and received his law degree from John Marshall Law School. Mr. Oberman has been practicing law for over 25 years, and before going into private practice, Mr. Oberman was in-house counsel for a Fortune 500 Company. Mr. Oberman is widely regarded as the go-to attorney in the area of Dental Law, which includes DSO formation, corporate business structures, mergers and acquisitions, regulatory compliance, advertising regulations, HIPAA, Compliance, and employment law regulations that affect dental practices.

In addition, Mr. Oberman’s expertise in the healthcare industry includes advising clients in the complex regulatory landscape as it relates to telehealth and telemedicine, including compliance of corporate structures, third-party reimbursement, contract negotiations, technology, health care fraud, and abuse law (Anti-Kickback Statute and the State Law), professional liability risk management, federal and state regulations.

As the long-term care industry evolves, Mr. Oberman has the knowledge and experience to guide clients in the long-term care sector with respect to corporate and regulatory matters, assisted living facilities, continuing care retirement communities (CCRCs). In addition, Mr. Oberman’s practice also focuses on health care facility acquisitions and other changes of ownership, as well as related licensure and Medicare/Medicaid certification matters, CCRC registrations, long-term care/skilled nursing facility management, operating agreements, assisted living licensure matters, and health care joint ventures.

In addition to his expertise in the health care industry, Mr. Oberman has a nationwide practice that focuses on all facets of contractual disputes, including corporate governance, fiduciary duty, trade secrets, unfair competition, covenants not to compete, trademark and copyright infringement, fraud, and deceptive trade practices, and other business-related matters. Mr. Oberman also represents clients throughout the United States in a wide range of practice areas, including mergers & acquisitions, partnership agreements, commercial real estate, entity formation, employment law, commercial leasing, intellectual property, and HIPAA/OSHA compliance.

Mr. Oberman is a national lecturer and has published articles in the U.S. and Canada.

LinkedIn

Oberman Law Firm

Oberman Law Firm has a long history of civic service, noted national, regional, and local clients, and stands among the Southeast’s eminent and fast-growing full-service law firms. Oberman Law Firm’s areas of practice include Business Planning, Commercial & Technology Transactions, Corporate, Employment & Labor, Estate Planning, Health Care, Intellectual Property, Litigation, Privacy & Data Security, and Real Estate.

By meeting their client’s goals and becoming a trusted partner and advocate for our clients, their attorneys are recognized as legal go-getters who provide value-added service. Their attorneys understand that in a rapidly changing legal market, clients have new expectations, constantly evolving choices, and operate in an environment of heightened reputational and commercial risk.

Oberman Law Firm’s strength is its ability to solve complex legal problems by collaborating across borders and practice areas.

Connect with Oberman Law Firm:

Company website | LinkedIn | Twitter

Tagged With: 2023, Dental Practice, HR, Human Resources, Oberman Law, Oberman Law Firm, regulatory changes, regulatory concerns, Stuart Oberman

Workplace MVP: Nicole Roberts, Forta

September 29, 2022 by John Ray

Forta
Minneapolis St. Paul Studio
Workplace MVP: Nicole Roberts, Forta
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Forta

Workplace MVP: Nicole Roberts, Forta

Nicole Roberts, Senior Vice President of People at Forta, joined Jamie Gassmann in an insightful conversation about the current work culture, including the phenomenon known as “quiet quitting,” the impact of remote work on workplace culture, indications of employee disengagement, how to handle exits with empathy, and much more.

Workplace MVP is underwritten and presented by R3 Continuum and produced by the Minneapolis-St.Paul Studio of Business RadioX®.

Forta

Forta is clearing the path to quality healthcare. Forta continuously improves the patient journey and delivers personalized care by applying AI and machine learning. The first care vertical Forta is improving is Autism ABA therapy. Care is difficult to access, and the delivery model must be reinvented to provide early access to families. 1 in 44 children [CDC, 2021] is diagnosed to be on the autism spectrum.

Forta has a team of driven, innovative, patient-focused individuals working together to reinvent the care and tools available to neurodiverse families.

Company website | LinkedIn | Twitter

Nicole Roberts, Senior Vice President of People, Forta

Nicole Roberts, Senior Vice President of People, Forta

Nicole is the Senior Vice President of People at Forta and is responsible for the overall people and culture strategy, fostering and strengthening a culture of collaboration, recognition, empowerment, and initiative. Nicole has a passion for service-first and people-first leadership – inspiring others to bring their best, most authentic selves to work each day.

She has extensive proven experience throughout Human Resources, specifically in the manufacturing, energy, telecommunications, and veterinary and behavioral health industries. Nicole’s expertise includes HR consulting, leadership, strategic workforce planning, building and developing high-performing teams, change management, recruitment and retention, and coaching.

Nicole is a proud member of the SHRM A-Team, and she is the former Social Media Director for the Ohio SHRM State Council and her local SHRM Chapter, GCHRA. She is a member of the SHRM Annual Conference and Exposition Influencer team. She is a contributing member of the Forbes HR Council, the 3Sixty Insights Global Executive Advisory Council, the Select Software Reviews Expert Council, and Moguls in HR.

HR Without Ego Website | LinkedIn | Twitter

About Workplace MVP

Every day, around the world, organizations of all sizes face disruptive events and situations. Within those workplaces are everyday heroes in human resources, risk management, security, business continuity, and the C-suite. They don’t call themselves heroes though. On the contrary, they simply show up every day, laboring for the well-being of employees in their care, readying the workplace for and planning responses to disruption. This show, Workplace MVP, confers on these heroes the designation they deserve, Workplace MVP (Most Valuable Professionals), and gives them the forum to tell their story. As you hear their experiences, you will learn first-hand, real-life approaches to readying the workplace, responses to crisis situations, and overcoming challenges of disruption. Visit our show archive here.

Workplace MVP Host Jamie Gassmann

Jamie Gassmann, Host, “Workplace MVP”

In addition to serving as the host to the Workplace MVP podcast, Jamie Gassmann is the Director of Marketing at R3 Continuum (R3c). Collectively, she has more than fourteen years of marketing experience. Across her tenure, she has experience working in and with various industries including banking, real estate, retail, crisis management, insurance, business continuity, and more. She holds a Bachelor of Science Degree in Mass Communications with special interest in Advertising and Public Relations and a Master of Business Administration from Paseka School of Business, Minnesota State University.

R3 Continuum

R3 Continuum is a global leader in workplace behavioral health and security solutions. R3c helps ensure the psychological and physical safety of organizations and their people in today’s ever-changing and often unpredictable world. Through their continuum of tailored solutions, including evaluations, crisis response, executive optimization, protective services, and more, they help organizations maintain and cultivate a workplace of wellbeing so that their people can thrive. Learn more about R3c at www.r3c.com.

Company website | LinkedIn | Facebook | Twitter

TRANSCRIPT

Female: [00:00:03] Broadcasting from the studios of Business RadioX, it’s time for Workplace MVP, brought to you by R3 Continuum, a global leader in helping workplaces thrive during disruptive times. Now, here’s your host, Jamie Gassmann.

Jamie Gassmann: [00:00:20] Hi, everyone. You’re host Jamie Gassmann here and welcome to this episode of Workplace MVP. As we look at the current workforce of today, a common theme I am hearing from business leaders is that they are not the same as the workforce of yesterday. And realistically, that would be likely true of any timeframe.

But what makes now so different is the surge of change following the pandemic. Employees are looking for something more, particularly in how workplaces look at work-life balance, flexibility and schedules, the ability to work from anywhere, and the benefits offered for mental health, physical health and creative out-of-the-box benefits.

This shift is one that, for leaders caught flat footed, can lead to employees jumping ship to work for organizations that can offer the benefits they are looking for or the work lifestyle they want to have. Gone are the days of status quo and the classic this is how we have always done it. That approach impacts a lot of areas within your organization, your culture, employee happiness and satisfaction, and ultimately the success of your business.

Well, joining us today, we have a special guest, SHRM influencer and senior vice president of People — Senior Vice President of People for Florida, Nicole Roberts, who’s going to share her perspective on how employers can navigate the changes in today’s workforce, keeping them satisfied while driving needed business results and what are some of the watch outs you should consider? So, let’s get this conversation going. Welcome to the show, Nicole.

Nicole Roberts: [00:01:55] Good morning.

Jamie Gassmann: [00:01:56] I’m so excited to have you joining us. I know we’ve talked a couple of times at SHRM National. So, this is really exciting to have you on your own episode here at the show. So what —

Nicole Roberts: [00:02:06] [Inaudible]

Jamie Gassmann: [00:02:07] Yeah, absolutely. So, let’s just start out. Talk to us about your career journey. I know you just came on board with Forta. So, why don’t you share with our audience your career journey that you’ve taken from the beginning to where you’re at now?

Nicole Roberts: [00:02:21] Sure. So, I started my career in HR over 18 years ago. I was actually a dual major in finance and accounting and switched to HR. I started in benefits and then moved into roles that would further expand my skillset and challenge me, earning my PHR and my SHRM-CP along the way. I didn’t actually complete my bachelor’s degree until 2018. And I’m currently earning my Master’s in Management and Leadership, so I certainly don’t have a conventional path.

Leadership and culture is my passion. And I’ve been in a cycle of continuous improvement on how I show up as a leader and sharing that with others for about ten years now. Recently, I joined Forta, as you mentioned, as the Senior Vice President of People supporting a fully remote distributed workforce.

Jamie Gassmann: [00:03:15] Wow. Wow. And so, tell us a little bit about what Forta does and what they what they provide to their clients.

Nicole Roberts: [00:03:23] Sure. So, at Forta, we are reinventing how we deliver ABBA support so that families impacted by autism can get the care that they need without these months, year-long waitlists. One in forty-four children has been identified with autism spectrum disorder, according to the CDC.

And so, they are facing these — one, they get this diagnosis and there’s so much uncertainty. But then even in addition to that, they’re scrambling to find care and to find help and to find resources and to find support. And the waitlists are just insurmountable.

So, our ABA Parent Training course empowers families to work directly with BCDAs to deliver quality certified care. And we’re also improving the future of ABA experience for families by creating software and predictive algorithms that help clinicians work smarter with the latest and most effective care knowledge.

Our tech empowered care personalizes the child’s ABA therapy plan so that they can thrive. And it’s just really fascinating and exciting to be part of it.

Jamie Gassmann: [00:04:35] Yeah, I bet. That’s such a great opportunity to help families. And as a parent, I mean, my kids don’t have autism, but I just know when you need support for something, having a resource that you can lean on in a timely way is so important. That’s awesome. Great work.

Nicole Roberts: [00:04:51] Absolutely.

Jamie Gassmann: [00:04:52] So, let’s dive in. I wanted to start today’s conversation today talking about the shift in employee expectations and what you as an HR leader, what is your perspective and what have you been seeing from employers?

Nicole Roberts: [00:05:08] So, one thing that I love is seeing the partnership that people are seeking. You know, they’re not just, you know, oh, it’s a job and it is what it is. You know, that’s not what I’m seeing anymore.

Work isn’t just something that people do. They want to know that the companies that they join are investing in their growth and their development. They’re wanting to see career plans and be supported in furthering their skills and knowledge. At the same time, people do want that flexibility to have balance and be present with their friends and loved ones as well.

And from a leadership perspective, people want to know that they have support with clear direction, but also autonomy. They want to be trusted to do their best work and have clear expectations and deliverables that are realistic and that matter. And also, corporate social responsibility is huge. People want to know more about the company and where they stand on a myriad of issues. And with the technology and the access that we have today, they have the ability to get that information.

Jamie Gassmann: [00:06:17] Absolutely. I’ve seen it even in our own work environment, but that classic term you hear a lot of work is just work is not, you know, if you’re passionate about what you do, work is not just work. Work is a part of you. And so, it’s finding — I love that, finding that balance between your life and work, because if you’re passionate about it, consumes it too, and trying to drive your career success.

So yeah, definitely seeing some of that from what I’ve been hearing so that’s interesting. So following 2020, we started to experience what some are referring to as the great resignation. I’ve also — John Baldino called it the great re-shift. There’s a term for it that he was using that was like it’s like the shuffle, the great reshuffle.

And now in 2022, we’re starting to see what they’re calling the quiet quitting. And I kind of think that quiet quitting has probably been going on for a while now. They’ve just created a term for it. I don’t know that’s any different than an employee looking for something elsewhere. But what’s your perspective and your thoughts of what might be driving some of the shift in people really looking at work in a different lens?

Nicole Roberts: [00:07:33] So, you know, the great resignation was that bottled up mobility. And people who had already planned to leave their organization were already thinking of making a change, looking for a different job. They had a lot of uncertainty with everything, work, personal, their families, you name it. And also, companies held off on hiring because they have so much uncertainty or they were cutting back or just kind of holding still.

And so, when things opened up, you know, as John mentioned, people made moves. There was a reshuffle. And so, now that there’s this quiet quitting, I see this from a couple of perspectives. So, one, people are navigating a whole new world of work that includes an integration into their personal lives as well as their professional lives. And they may have been perpetuating that culture of exhaustion for so long that they just can’t sustain that any longer.

And now, it finally feels safe to breathe. So, the past two years have changed all of us in such a way that I don’t think we even fully realize yet. And people are trying to rebuild. They’re trying to nurture their mental health and really just survive in a lot of ways.

And so, we have a mental health crisis in this country and throughout the world. And many people just don’t have the energy to give 200 percent at work anymore. And we need to make it safe for them to feel that way and for them to not feel pressured in that way.

Then there’s also the aspect of people meeting expectations, which is honestly what we ask of people. I mean, we say, hey, don’t be upset if you didn’t meet expectations on your performance review. That’s what we’re asking of you because we’ve got this bell curve that we’re trying to make. And so, some people are going to get to meet expectations. but then we shame them if they’re just meeting expectations.

So, you know, we don’t need all of our teams to be full of people who are fighting like The Hunger Games for that next promotion. It’s okay to have people that are just rock steady. They get stuff done, they’re reliable, they do their job, and they don’t live to work. And that’s okay because there’s plenty of people that are like next in line for The Hunger Games that are going to make up for them.

And then we also have people who are fully remote. And they never see their manager. They never see their teams. And maybe those managers are not leading them well. They don’t communicate with them. They don’t set expectations and hold their teams accountable, and they don’t keep them engaged and dialed in to the culture and why they should care and why it matters and why their contributions are so important to the organization.

So for those people, they’re going to be more tempted to see if the grass is greener elsewhere. There’s plenty of companies lining up to compete for that talent and take those people off their hands. And the technology makes it so much easier to do it.

Jamie Gassmann: [00:10:47] You know, and you hit on something that’s really interesting where managers that might have been used to managing and being able to observe productivity and, you know, end results, you know, right inside the workplace. And then shifting over to being a manager that’s remote where you don’t have visibility. I mean, they could be out walking their dog all day long and you have no idea.

So, what are some of — what some suggestions that you have when somebody does have this remote work environment and they feel like they might be struggling to manage them effectively and they want to or even gauging, you know, are these people enjoying their job? What are some of the things they can watch for to kind of help be that leader that they want to show up as?

Nicole Roberts: [00:11:35] I mean, the number one thing is having a strong relationship with the people that report to you. I mean, I cannot emphasize strongly enough the importance of having weekly, regularly scheduled kept one-on-one meetings where, you know, your direct report goes first. They tell you about what’s going on and it’s safe to talk about work and life and kids and pets and, you know, aging parents and just, you know, whatever they want to talk about. And also, to ask for help on projects or to give a status update on something.

But that meeting should not ever be where we are on this. Where are we at on this? Where are we at on this? That’s a relationship focused meeting. If you don’t ever talk about work in that meeting, that’s even still a successful meeting. And when you can start to identify changes in people, if you’ve done the work ahead of time, you’ve built that strong relationship, you’ve built that trust, that’s when you can say, hey, you know what kind of noticed that you’re not participating as much in our teams chat or you used to be somebody who would be first to volunteer to champion a project or even co-sponsor it. And I’m not seeing that anymore.

Like, do you first of all, see that in yourself? And is there anything that’s driving that I can help you with? Because it may be, hey, I need to shift and focus on something in my personal life right now and I’ll get right back to that. Or there may be something else that’s going on that has nothing to do with you as the manager, with the team, with the organization, with how they feel about the company. Maybe they just need to rotate that priority list for a second and they need to know that they’re supported by their manager to be able to do that.

Jamie Gassmann: [00:13:30] Yeah, absolutely. Because there’s still a lot of personal stuff that people are navigating. So, with quiet quitting, what I’m hearing is that they’re still meeting expectations of their job and but while they’re searching for something new. And so, if you’ve got that employee who’s been going like 200 percent and now, they’ve scaled it back to like 100 percent, well, how is this really any different than before the pandemic and people doing that, then, you know, why is it getting a new term now? And what do you think is driving some of that?

Nicole Roberts: [00:14:04] So, I don’t think it’s new. I think it’s just different and I think it’s way more accessible. And I think that maybe people are paying attention more to it now just because it’s impacting their businesses more. So, it’s more visible. It’s more accessible for sure. I mean, whether you’re in an office or not, most interviewing is being done virtually.

And so, the time to go through a process is dramatically reduced. And you don’t have to take time off for an interview. You’re not driving anywhere. You’re not, you know, I mean, people can integrate this so much easier and so much more efficiently into their day. And it’s not a matter of, oh, I need to take a sick day and spend all this time half day interviewing with people. Like that’s just not the state of recruitment and interviewing and with this super high, competitive nature of talent right now.

And so, you know, if you aren’t keeping your teams engaged and we’re all competing for talent, I think that you’re going to see a lot more of this.

Jamie Gassmann: [00:15:13] Yeah, it’s just showing up a little bit different, just in the fact that it’s a lot more accessible to be able to. What I think too like with LinkedIn, you have more access to jobs across the country than ever before. And for some, that could mean a significant pay increase compared to what they’re getting in their current marketplace. So, it definitely is creating a lot more opportunity for people.

Nicole Roberts: [00:15:39] Well, and you know, to your point about improving your income potential and all that, I mean, with inflation, what it is, if your company didn’t do everything in their power to try to help offset that and some of them couldn’t. I mean, you know, I’m certainly not shaming businesses in their budgets. But there are companies out there that have certainly built that into their budget, and they are happy to attract your people away. And they’re maybe offering a full remote culture like we are. We have our pick of anywhere in the country, even international, that we can find talent. And I mean, that’s just — it is the state of what we’re dealing with. And companies need to be aware of that.

Jamie Gassmann: [00:16:26] And employees are demanding it in some cases. So, I know culture is a passion area for you as well. So, talk to me about how the great resignation or the quiet quitting can impact the culture of the workplace. Or is culture what is driving the employee to make that decision to quit?

Nicole Roberts: [00:16:45] So, all factors aside, such as, you know, I have some circumstance in my life where now I need to dramatically change my circumstances. People don’t leave cultures where they feel seen, supported, and appreciated. When someone says that they’re leaving for more money, better benefits, better opportunity, unless they were cold called and offered a job, that curiosity to look elsewhere did not happen overnight.

I can recall times in my own career and actually in speaking to other people and preparing for this when if you’re perfectly content and a recruiter contacts you, you say, “Hey, you know what? Thanks so much for thinking of me. I’m actually going to refer you to somebody else. But I’m not interested in making any moves right now. But, you know, feel free to keep me in mind in the future.”

People that see the impact that they’re making in the organization, that know that they are impacting the future, that they’re part of plans, that they have a plan, and they know what next steps are for them in their career, they’re not quiet quitting.

Jamie Gassmann: [00:16:45] Yeah. They’re content and happy with everything that they’re getting and don’t need to make that move. Yeah, absolutely. That’s great. Great, great points to call out for any leaders that might be listening in. So, what can leadership do to lessen the likelihood of quiet quitting, great resignation, of that happening within their actual own workplace?

Nicole Roberts: [00:18:18] So, this is kind of a passion project of mine right now, which is understanding that you need to put as much focus, if not more, into onboarding and acclimating somebody as you did in getting the person in the door and on the team. You need to get them from the beginning interwoven into your culture, dial into what they’re doing, understanding how important their role is.

Your work is not done when the person enters orientation. The organization has put trust in you to take care of this person and to help them do their best work. And it’s your responsibility to ensure that they acclimate in the organization, that they’re introduced to people that they’re going to be doing business with.

And for those people that may push back and say, I don’t really have time to meet your new hire, you don’t not have time to teach somebody new how to best do business with you. You’re teaching them right away, hey, this is how we do things in this area of the business, and this is how you can be most successful when it comes time for us to interact, and when I might need something from you or when you might need something from me. Like you don’t not have time for that.

Share company specific systems, processes. There are only gains to be made with getting someone dialed in, promoting your brand, and feeling like part of the team sooner, and then focus on communication, building the relationship, building trust, learning about their specific needs to do their best work.

You know, people need to be seen, supported, and appreciated. And it’s simple, but it’s not easy and it takes work. And you need to prioritize that. And then have other people cross-functionally check in with them and see how they can best help them succeed.

I mean, if you have a situation in the organization where maybe the manager changes, you don’t want to feel like you’re going to lose that entire team because all of their relationship and all of their connection to the organization is that manager. And if they leave, they’re either going to take their entire team with them or you’re going to start to see people resigning left and right.

So, get other people in the organization involved in them and make sure that they know who are additional people that they can reach out to for support and then get feedback and data from people.

How was your experience with us so far? Did the expectation match the reality? If not, why? What can we do better? Do you have the tools you need to be successful? Do you have the appropriate resources and training? What suggestions do you have for us?

You know, be curious and follow up on any action plan so that people know that you’re truly listening to them and you’re not just hearing them. If you send out a survey and you don’t do anything with it, it’ll be the last survey somebody takes.

And then if they do leave because they are not sworn to life to your organization, thank them for their contribution to the mission thus far. Wish them well. Ask them what’s exciting them about this new role or this new opportunity. What are they getting there that they couldn’t get here? Did they not even realize that they could have gotten that in your organization and you either didn’t communicate it well or they didn’t feel comfortable asking?

And then treat them with as much respect, care, compassion, and grace as possible in their exit. You know, it’s not only the right thing to do as a human and as a leader, but all those remaining team members are going to pay attention to how you treat people that give notice.

So, if you shame them, if you treat them like they’re not loyal to the organization and take it personally, you want people on your teams that are proud to be on the team based on how we treat people that are going to be moving on to another organization and proud of how we treat people at every stage in their journey.

We’re seeing a lot of boomerang employees. And how wonderful would it be to have that really amazing person want to come back because they have such a positive, lasting impression of your team and how you treated them.

Jamie Gassmann: [00:22:39] Absolutely. I mean, there’s always — you got to keep that bridge unburned because they might know somebody who say okay, I saw you worked there, what was your experience like? So, you never know who they might be connecting with in terms of future employees to or connections they might have.

So, we’re going to take a quick commercial break so, to hear from our sponsors. So, Workplace MVP is sponsored by R3 Continuum. R3 Continuum is a leading expert in providing behavioral health support to people and organizations facing disruption, violence, and critical incidents. Through their evidence-based interventions, specialized evaluations and tailored behavioral health programs, they promote individual and collective psychological safety and thriving. To learn how they can help your workplace make tomorrow better than today by helping your people thrive, visit R3C.com today.

So, now going into some additional questions, we’re continuing on with that culture and employee expectations. What, in your opinion, would be some common red flags that leaders should be watching out for that might signal an employee is quietly quitting?

Nicole Roberts: [00:23:52] So, one thing for sure is a lack of engagement, a declined interest in wanting to be part of projects. I mean, if you’re setting quarterly goals and let’s say you have three or four people on your team and you’re divvying up goals among the team. And you’ve got somebody who is not volunteering, who normally would who doesn’t seem to be interested in it, I mean, if you’re them and they’re thinking, well, I’m not going to be here for that, so I don’t want one, the team to be counting on me to take that through and to push that initiative forward. Those are some of those indicators.

And again, if you’ve built that trust, then in your one-on-one, you can be like, hey, you know something going on? Because I kind of noticed that normally you’re all about championing these projects and I just, you know, is there something else going on? Is somebody else asking you for something that you feel like you don’t have the time for? Or I really would love to see you be the person that drives this project. Like, what is there that’s going on either personally or professionally that’s interfering with that and how can I help?

Another thing for sure is people who were more engaged before, and you start to see that change, people who were maybe really, really quick to respond before and you’re starting to see a decline. I mean, it’s not just people that are in remote environments that can get distracted or that can feel like they’re not really, you know, kind of motivated and dialed in. I mean, that can happen when somebody is sitting in their office as well. And you have to notice those subtle nuances with people when that behavior starts to change.

Jamie Gassmann: [00:25:47] And I would imagine a manager who’s very involved in multiple place — I’m hearing a little bit of an echo. Hopefully it’s not coming through. But you know, who has created that safe environment where employees can feel, you know, safe to talk about their personal lives and, you know, create kind of almost that opportunity where they can be vulnerable and it’s okay. They would start to pick up on some of the cues that somebody might be — so, you know, going back to a point you made earlier. You know, having that manager that’s really engaged with both that kind of that some of the personal for what they want to share and then also that person’s professional growth, you know, really can play well into being able to pick up on some of those concern areas. Would you agree?

Nicole Roberts: [00:26:34] Yeah, for sure. I mean if someone starts to really see that kind of lack of engagement or lack of engagement and they are wanting to try to either reinvigorate the engagement or get that person kind of back on the team, I mean, you know, you’ve got to let people know that you’re paying attention, right?

If somebody is like, oh, man, my manager really noticed that I maybe not participating as much as I did before or maybe it doesn’t feel like my heart’s in it as much as it was before. I mean, that really says a lot to somebody like, hey, you are not just my manager, but you really care about me and you’re noticing differences with me. And you not only notice it, but you’re taking action too. And we have that trust built, right?

So, it doesn’t feel unsafe. If you’re asking me, I don’t feel like my job is on the line because you’re having a conversation with me about my performance, right? Because I mean, we see it all the time on social media and whatever where people are like, oh my gosh, this pit in my stomach. When my manager says they want to talk to me. Like that’s the same as like being the principal’s office, right? Like that’s that perspective and that’s that lack of trust.

And that I mean, you got work to do if you’re giving people that pit of despair when they want to talk to you. And if you’re doing regular one on ones, you don’t have to say like, hey, do you have a second? Can we talk? Because, you know, you’ve got scheduled time coming up, at least in the next set of days to have a conversation with somebody.

Jamie Gassmann: [00:28:12] Yeah, and that’s scheduled time is so important. You know, I travel occasionally, and I try to if you need me to reschedule it later in the week or if you need to get a hold of me for whatever reason while I’m on the road, I’m at your disposal, just let me know.

So, you kind of hit on this a little bit with my next question around how a leader can help to reengage the employee. And you touched on some ways that they can do that. But if you’ve got somebody who’s really checking out, is it worth it? I mean is it worth trying to bring them back in? I suppose it really would depend on the situation. But what are some of your thoughts around that that a leader should consider?

Nicole Roberts: [00:28:50] I think that it depends for sure. And of course, that’s like HR’s favorite answer, right? It depends. But it really does depend. I mean, you can tell when you’re having a conversation with somebody, if this is going to be somebody that you’re going to be able to reengage. Or I mean, if they’re already super excited about the next chapter, there’s nothing that you can say.

And we have to make sure that from a workforce planning perspective, all of those different aspects that have we cross-trained our teams, are we making sure that we’re not holding on to people simply because there’s nobody else to do the work? We want people who want to be there and don’t feel obligated to be there. And we want to have teams that are not going to be just overburdened if somebody leaves unexpectedly or planned, right.

And so, we need to make sure our recruiting processes are strong and that we have a really strong employer brand, so people want to come and join us and that it’s not going to take six months to fill that job because it’s really unfair to the rest of the people on the team. They’re trying to do their best work to be doing this, this job of this other person simply because we fail to plan.

Jamie Gassmann: [00:30:13] Yeah. And I mean, looking at kind of some then you talk a little bit about some of the common mistakes, but, you know, there might be reasons that an employee is trying to leave that an employer cannot feel. You know, there might be some things that they’re just really want for themselves.

And so when you’re looking at an employer who’s identifying that there might be somebody who’s on the verge of quitting or looking to make a move, what are some of the mistakes that they make when an employee is in that role that could be detrimental to maybe their reputation, of the organization, or cause the employee just to be like, well, I’m just going to resign without having anything in place because I’m done. What are some of the mistakes that that you’ve heard of?

Nicole Roberts: [00:30:54] So, the number one thing and I kind of touched on it a little bit earlier with my soapbox on treating people with respect and compassion is, you know, if somebody has made the decision that they are going to move on from your organization, don’t treat them like a pariah, like they are not personally out to sabotage your organization. And if they are, like you have way bigger problems to worry about than that, you know,

But if somebody gives notice, I mean, congratulate them, thank them for everything that they’ve done, ask them if they know anybody that would be a great fit for that role or hopefully you’ve worked some kind of informal or formal succession plan. There’s cross-training that’s going on. I mean, I always tell people that you should always know 50 percent of the job above you because you should always be prepared for that next promotional opportunity.

But if somebody gives notice, let them plan their transition. Let them tell the organization. The worst thing that I can see is when a company does not let somebody handle their own exit. And all of a sudden there’s this message that goes out says, so-and-so is no longer with the company. You have just triggered so much anxiety and fear and just unnecessary upheaval in your organization from either a personal perspective or it’s just a lack of EQ, right.

And now, you’ve got people in the organization that are like, oh my gosh, well, I thought that person was awesome and doing a great job. Like, are we going to have layoffs? And, you know, is this like the beginning of something? Or, oh my gosh, did something really crazy happen?

Like, was there — I mean, now all of these people that received this message, they’re not focused on your customers. They’re not focused on your services. They’re not focused on doing their best work. They are either panicked. They’re now going to answer those calls from the recruiters because they don’t know what the future holds for them.

Like if somebody is leaving because they have found another opportunity, let them share like, “Hey, company. I wanted to let you know I’m leaving in the next few weeks. It has been my privilege to support you during this time that I’ve been here. Thank you so much.” You know, I mean, just treat people with grace and dignity. I mean, it’s really not that hard. And that’s why I always say that like the strength of an organization and the success of an organization is going to rise and fall with the strength of their leadership. If you have people in positions that don’t understand the impact of their actions to the culture, I mean, you’re going to struggle.

Jamie Gassmann: [00:33:54] Yeah, that’s such great advice. And giving them that opportunity to kind of tell why they left, where they’re headed, you know, the opportunity that they’re seeking and give some reasoning behind it. Because I know those empty, they no longer work here, you’re going to fill with lack of information answers for yourself.

So, looking to the future, is it expected that the workforce was going to continue to stay consistent with what we’re seeing today? Or do you think that we’re going to go through even more changes of evolution in terms of how employees want to show up or the benefits they want from an employer?

Nicole Roberts: [00:34:35] I mean, I think that it’s always going to change and that’s what’s so exciting and wonderful about HR, right. I mean, if you look at even how it’s changed over — I mean, it was personnel, and then HR, and now people operations because we’re shifting from being this administrative support to being the people who are putting out fires and are solving problems to being the people who are partnering at the business level and looking at, hey, what’s the business trying to do? Okay, this is how people operations can help support that, right?

So, we have seen work change and really for the better. I mean, obviously, if you ask me. And I think it’s going to continue to change, and I’m really excited to see how that is. But what I love the most is that CEOs are embracing it. And there are world-class organizations that are out there helping businesses to relate better to your people and to get people dialed into your culture and to communicate and to engage.

And all of those things that used to be like the nice to haves. Like, oh, we’re going to try to put it in our budget this year to have a party or we’re going to try to, I mean like the fact that it’s not a one-time event anymore to get people together and to engage them is I’m so proud of us that we’ve gotten this far.

Jamie Gassmann: [00:36:06] Yeah. It’s actually a core focus of pretty much every workplace I’ve been at is how do we get people to know the rest of the organization, be involved, be a part of a team, you know, because really, I like to think of work as like the home away from home. Even though now, you know, in this remote work environment still, yeah, in my home. But we’re still interacting with them all day, our families, you know.

So, it’s just — and now it’s even more of an integration because, you know, I know my daughter is at school right now, but she’s notorious for being in the background of any call that I’m usually on. So, it’s kind of fun to see how some of those integrations and the kind of the acceptance of different things than what before the pandemic would have been like oh, no, no, no, that’s not okay. If a dog barked on a webinar, it was like, whoa, I’m so sorry. Now, it’s like, there’s my dog.

Nicole Roberts: [00:37:04] Your animal that has no regard for the fact that you’re on a call to stop doing what animals do. Oh, yeah, I’ll get right on that.

Jamie Gassmann: [00:37:17] Yeah.

Nicole Roberts: [00:37:17] Yeah. My all-time favorite makes my day is if I’m on a video call with somebody and a child interrupts, a spouse that has no idea they’re on a call interrupts, or a pet like makes my whole day, right? Because we get to, for just a second, relax. Remember that we’re human. I want to know. I want to meet the pet. I want to meet the child.

I want, you know, I know the names of all the people on my team. I know the names of their kids and their spouses and their pets. And we share — we have a Teams channel that is called fur to fur babies and we share pet pictures all the time. I mean –.

Jamie Gassmann: [00:37:57] Love it.

Nicole Roberts: [00:37:58] I mean people want to share to the extent that they’re comfortable with that they do have a life and they do have passions. I mean, if you look at TikTok and Instagram and the Reels and whatever, I guarantee you the number one thing people are looking at is kitties and puppies and some kind of furry thing and because it’s that welcoming rush, right. People love that and they want to connect on that too. And there’s absolutely nothing unprofessional about taking a minute to share in that humanity.

Jamie Gassmann: [00:38:29] Yeah. And you hit it when you said humanity. It makes us humans, not just workers. Like it gives us that connection into who they are as a person fully. And I think as a leader, it allows you to be a better leader because you can have more empathy, compassion. You understand their world a little bit more.

And you know, because the person you know, as a whole person, you’re then — you can see how they work. You start to kind of understand like how you can even better lead them and coach them because you can see their vulnerabilities. You can see where their confidence might be weakening and you can go, hey, no, you, I got you, you got this, you know.

So, I think there’s just so much that leaders have access to today that the leaders of before maybe didn’t. And, you know, but it’s okay now where before it might have been like, no, don’t ask them about their home life. Like just it’s all about work, you know. And I think that that shift is just such a great change that just helps us be better humans, but also better leaders.

So talking about our listeners and the leaders that might be kind of chiming in on this episode, you know, what piece of advice would you want to leave them with as it relates to ensuring that they’re creating that culture of employees who want to stay in the now and into the future?

Nicole Roberts: [00:39:54] So, the number one thing that I can say is invest time and resources into your people, find out what they’re interested in and what would help them do their best work. Ask people what they want to be involved with at work. I mean a lot of the times we can get siloed in our communication and even in our projects and have no idea that there’s something going on over here with this team that you can really add a lot of value to.

So, ask people what they want to be involved with at work. Ask people what they want to do more of or who they would want to learn from. One of the really amazing things about virtual environments and about the technology that we have is you can have a conversation with somebody who is not down the hall from you or is not directly part of your immediate team or even in a cross-functional team. And you can learn so much more from them and maybe get somebody a coach, if that’s possible. I’m seeing a huge surge in people wanting coaches to further their development.

You cannot ever overinvest in your people, that there’s never a downside to investing in your people. And I cannot think of any leader or manager that I’ve ever had that I was like, man, he just cared too much about me, you know? I mean, it’s like I have a thing on my phone that says you’ll never look back and think you spent too much time with your kids. You’ll never look back and think that you invested too much in your people either.

Jamie Gassmann: [00:41:24] Yeah, I love that. That’s a great, great advice to end the interview on. It’s wonderful. So, this obviously, great conversation. I’m sure our listeners are going to be taking away some great tips and information from you. So, if they wanted to get a hold of you, learn a little bit more, maybe ask a question about something you shared, how could they do that?

Nicole Roberts: [00:41:46] So, I am active on LinkedIn and Twitter professionally. I kind of saved Facebook and Instagram for my personal life. And so, @NRobertsHR, can’t get easier than that. And if you send me a note on LinkedIn, please, if you send me a connection, please send me a note with why you’re wanting to connect so that I have some source of context of where it’s coming from.

I am always happy to help. I am never too busy. I’m very busy, but I’m never too busy. But I need to be able to prioritize that time and also prioritize connections because we do get a lot of cold call, you know, people trying to sell us stuff. And I would love to listen to all of them. I just simply don’t have time.

Also, I have a blog that I’m not as active as I used to be, especially since working on my Masters, and that is HRwithoutego.com. But I was super engaged with it and writing all the time for a period of time. So, if you ever want some insight into my point of view, that’s a great place to go.

Jamie Gassmann: [00:42:54] Wonderful. Well, thank you again so much, Nicole, for being on our show. It’s been such a pleasure to have an opportunity to celebrate all the great work that you do and your expertise. And thank you so much for sharing all of your great advice with our listeners.

Nicole Roberts: [00:43:09] Thank you so much.

Jamie Gassmann: [00:43:10] So, we also want to thank our show’s sponsor R3 Continuum for supporting the Workplace MVP podcast. And to our listeners, thank you for tuning in. If you’ve not already done so, make sure to subscribe to subscribe so you get our most recent episodes and other great resources that we share on those feeds.

You can also follow our show on LinkedIn, Facebook and Twitter, @WorkplaceMVP. And if you are a Workplace MVP or you know someone who is, we want to hear from you. Email us at info@WorkplaceMVP.com. Thank you all for joining us and have a great rest of your day.

Female: [00:43:50] Thank you for joining us on Workplace MVP. R3 Continuum is a proud sponsor of this show and is delighted to celebrate most valuable professionals who work diligently to secure safe workplaces where employees can thrive.

 

 

Tagged With: Forta, HR, HR Without Ego, Human Resources, Jamie Gassmann, Nicole Roberts, quiet quitting, R3 Continuum, Workplace MVP

Plan Ahead! HR National Legislative Update

September 2, 2022 by John Ray

Plan Ahead! HR National Legislative Update
Advisory Insights Podcast
Plan Ahead! HR National Legislative Update
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Plan Ahead! HR National Legislative Update

Plan Ahead! HR National Legislative Update (Advisory Insights Podcast, Episode 7)

Massachusetts is about to become the 18th state in the country to ban discrimination based on hairstyle. It’s just one example of how laws and regulations affecting the workplace can start in one or two states and spread across the country. Stuart Oberman offers an HR national legislative update in this episode of Advisory Insights, and cautions employers to stay alert and plan for changes which might otherwise trip them up.

Advisory Insights is presented by Oberman Law Firm and produced by the North Fulton studio of Business RadioX®. The series can be found on all the major podcast apps. You can find the complete show archive here.

 

About Advisory Insights Podcast

Presented by Oberman Law Firm, Advisory Insights Podcast covers legal, business, HR, and other topics of vital concern to healthcare practices and other business owners. This show series can be found here as well as on all the major podcast apps.

Stuart Oberman, Oberman Law Firm

Oberman Law Firm
Stuart Oberman, Founder, Oberman Law Firm

Stuart Oberman is the founder and President of Oberman Law Firm. Mr. Oberman graduated from Urbana University and received his law degree from John Marshall Law School. Mr. Oberman has been practicing law for over 25 years, and before going into private practice, Mr. Oberman was in-house counsel for a Fortune 500 Company. Mr. Oberman is widely regarded as the go-to attorney in the area of Dental Law, which includes DSO formation, corporate business structures, mergers and acquisitions, regulatory compliance, advertising regulations, HIPAA, Compliance, and employment law regulations that affect dental practices.

In addition, Mr. Oberman’s expertise in the healthcare industry includes advising clients in the complex regulatory landscape as it relates to telehealth and telemedicine, including compliance of corporate structures, third-party reimbursement, contract negotiations, technology, health care fraud, and abuse law (Anti-Kickback Statute and the State Law), professional liability risk management, federal and state regulations.

As the long-term care industry evolves, Mr. Oberman has the knowledge and experience to guide clients in the long-term care sector with respect to corporate and regulatory matters, assisted living facilities, continuing care retirement communities (CCRCs). In addition, Mr. Oberman’s practice also focuses on health care facility acquisitions and other changes of ownership, as well as related licensure and Medicare/Medicaid certification matters, CCRC registrations, long-term care/skilled nursing facility management, operating agreements, assisted living licensure matters, and health care joint ventures.

In addition to his expertise in the health care industry, Mr. Oberman has a nationwide practice that focuses on all facets of contractual disputes, including corporate governance, fiduciary duty, trade secrets, unfair competition, covenants not to compete, trademark and copyright infringement, fraud, and deceptive trade practices, and other business-related matters. Mr. Oberman also represents clients throughout the United States in a wide range of practice areas, including mergers & acquisitions, partnership agreements, commercial real estate, entity formation, employment law, commercial leasing, intellectual property, and HIPAA/OSHA compliance.

Mr. Oberman is a national lecturer and has published articles in the U.S. and Canada.

LinkedIn

Oberman Law Firm

Oberman Law Firm has a long history of civic service, noted national, regional, and local clients, and stands among the Southeast’s eminent and fast-growing full-service law firms. Oberman Law Firm’s areas of practice include Business Planning, Commercial & Technology Transactions, Corporate, Employment & Labor, Estate Planning, Health Care, Intellectual Property, Litigation, Privacy & Data Security, and Real Estate.

By meeting their client’s goals and becoming a trusted partner and advocate for our clients, their attorneys are recognized as legal go-getters who provide value-added service. Their attorneys understand that in a rapidly changing legal market, clients have new expectations, constantly evolving choices, and operate in an environment of heightened reputational and commercial risk.

Oberman Law Firm’s strength is its ability to solve complex legal problems by collaborating across borders and practice areas.

Connect with Oberman Law Firm:

Company website | LinkedIn | Twitter

 

 

Tagged With: dental practices, discrimination, discrimination law, HR, HR Law, legislative update, non-compete agreement, Oberman Law, Oberman Law Firm, Stuart Oberman

Interview Questions to Avoid

August 19, 2022 by John Ray

Interview Questions to Avoid
Advisory Insights Podcast
Interview Questions to Avoid
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Interview Questions to Avoid

Interview Questions to Avoid (Advisory Insights Podcast, Episode 5)

Don’t know what questions you can and can’t ask during an interview? Stuart Oberman has the answers! In this episode of the Oberman Law Firm podcast, Stuart discusses a few topics related to interviews and hiring processes. He starts by talking about the importance of training those who will be conducting interviews, and then goes on to discuss interview questions to avoid as you speak with candidates. These include questions about age, citizenship, and criminal record. If you’re an employer, you need to listen to this episode!

Advisory Insights is presented by Oberman Law Firm and produced by the North Fulton studio of Business RadioX®. The series can be found on all the major podcast apps. You can find the complete show archive here.

 

About Advisory Insights Podcast

Presented by Oberman Law Firm, Advisory Insights Podcast covers legal, business, HR, and other topics of vital concern to healthcare practices and other business owners. This show series can be found here as well as on all the major podcast apps.

Stuart Oberman, Oberman Law Firm

Oberman Law Firm
Stuart Oberman, Founder, Oberman Law Firm

Stuart Oberman is the founder and President of Oberman Law Firm. Mr. Oberman graduated from Urbana University and received his law degree from John Marshall Law School. Mr. Oberman has been practicing law for over 25 years, and before going into private practice, Mr. Oberman was in-house counsel for a Fortune 500 Company. Mr. Oberman is widely regarded as the go-to attorney in the area of Dental Law, which includes DSO formation, corporate business structures, mergers and acquisitions, regulatory compliance, advertising regulations, HIPAA, Compliance, and employment law regulations that affect dental practices.

In addition, Mr. Oberman’s expertise in the healthcare industry includes advising clients in the complex regulatory landscape as it relates to telehealth and telemedicine, including compliance of corporate structures, third-party reimbursement, contract negotiations, technology, health care fraud, and abuse law (Anti-Kickback Statute and the State Law), professional liability risk management, federal and state regulations.

As the long-term care industry evolves, Mr. Oberman has the knowledge and experience to guide clients in the long-term care sector with respect to corporate and regulatory matters, assisted living facilities, continuing care retirement communities (CCRCs). In addition, Mr. Oberman’s practice also focuses on health care facility acquisitions and other changes of ownership, as well as related licensure and Medicare/Medicaid certification matters, CCRC registrations, long-term care/skilled nursing facility management, operating agreements, assisted living licensure matters, and health care joint ventures.

In addition to his expertise in the health care industry, Mr. Oberman has a nationwide practice that focuses on all facets of contractual disputes, including corporate governance, fiduciary duty, trade secrets, unfair competition, covenants not to compete, trademark and copyright infringement, fraud, and deceptive trade practices, and other business-related matters. Mr. Oberman also represents clients throughout the United States in a wide range of practice areas, including mergers & acquisitions, partnership agreements, commercial real estate, entity formation, employment law, commercial leasing, intellectual property, and HIPAA/OSHA compliance.

Mr. Oberman is a national lecturer and has published articles in the U.S. and Canada.

LinkedIn

Oberman Law Firm

Oberman Law Firm has a long history of civic service, noted national, regional, and local clients, and stands among the Southeast’s eminent and fast-growing full-service law firms. Oberman Law Firm’s areas of practice include Business Planning, Commercial & Technology Transactions, Corporate, Employment & Labor, Estate Planning, Health Care, Intellectual Property, Litigation, Privacy & Data Security, and Real Estate.

By meeting their client’s goals and becoming a trusted partner and advocate for our clients, their attorneys are recognized as legal go-getters who provide value-added service. Their attorneys understand that in a rapidly changing legal market, clients have new expectations, constantly evolving choices, and operate in an environment of heightened reputational and commercial risk.

Oberman Law Firm’s strength is its ability to solve complex legal problems by collaborating across borders and practice areas.

Connect with Oberman Law Firm:

Company website | LinkedIn | Twitter

 

 

Tagged With: employment law, Hiring process, HR, Interview process, interview questions, Interviews, Oberman Law, Oberman Law Firm, Stuart Oberman

Workplace MVP LIVE from SHRM 2022: Shari Arends, Rollout Systems

August 10, 2022 by John Ray

Rollout Systems
Minneapolis St. Paul Studio
Workplace MVP LIVE from SHRM 2022: Shari Arends, Rollout Systems
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Rollout Systems

Workplace MVP LIVE from SHRM 2022: Shari Arends, Rollout Systems

At her third SHRM conference, Shari Arends visited with Jamie Gassmann in the R3 Continuum booth. Shari is Human Resources Manager for Rollout Systems and has been in HR for seven years. She talked with Jamie about her journey in HR and her passion for it, her work with SHRM, the sessions she attended, and much more.

Workplace MVP is underwritten and presented by R3 Continuum and produced by the Minneapolis-St.Paul Studio of Business RadioX®.

This show was originally broadcast live from the 2022 SHRM Annual Conference held at the New Orleans Convention Center in New Orleans, Louisiana.

Shari Arends, SHRM-CP, aPHR, Human Resources Manager, Rollout Systems

Shari Arends, SHRM-CP, aPHR, Human Resources Manager, Rollout Systems

Shari Arends is the Human Resources Manager at Rollout Systems. She has been involved with HR for seven years.

Currently, she sits on the board of the Human Resource Association of Southern Maryland (HRASM), her local Chapter which is an affiliate of SHRM, and the MD SHRM board as the MD State HR Conference Committee Chair.

She volunteers at her church, the local rescue squad as a fundraiser, and manages the squad store.

LinkedIn

Rollout Systems

Rollout Systems is a California, Maryland-based, highly regarded information technology and training solutions provider specializing in Cyber Security, Application Development, Network Operations, Cloud Services, and Mission-Focused Training Support. Rollout Systems is an agile government technical services provider; delivering cost-effective solutions in rapidly changing technology and warfare landscapes.

They continue to provide innovations through in-depth experience in global and complex enterprise environments and their mission-critical technical capabilities.

Founded in 2001, Rollout Systems has operating offices nationwide (Northern VA, San Diego CA, PAX River MD) with approximately 65 employees throughout the U.S.

Website | LinkedIn | Twitter

About Workplace MVP

Every day, around the world, organizations of all sizes face disruptive events and situations. Within those workplaces are everyday heroes in human resources, risk management, security, business continuity, and the C-suite. They don’t call themselves heroes though. On the contrary, they simply show up every day, laboring for the well-being of employees in their care, readying the workplace for and planning responses to disruption. This show, Workplace MVP, confers on these heroes the designation they deserve, Workplace MVP (Most Valuable Professionals), and gives them the forum to tell their story. As you hear their experiences, you will learn first-hand, real-life approaches to readying the workplace, responses to crisis situations, and overcoming challenges of disruption. Visit our show archive here.

Workplace MVP Host Jamie Gassmann

Jamie Gassmann, Host, “Workplace MVP”

In addition to serving as the host to the Workplace MVP podcast, Jamie Gassmann is the Director of Marketing at R3 Continuum (R3c). Collectively, she has more than fourteen years of marketing experience. Across her tenure, she has experience working in and with various industries including banking, real estate, retail, crisis management, insurance, business continuity, and more. She holds a Bachelor of Science Degree in Mass Communications with special interest in Advertising and Public Relations and a Master of Business Administration from Paseka School of Business, Minnesota State University.

R3 Continuum

R3 Continuum is a global leader in workplace behavioral health and security solutions. R3c helps ensure the psychological and physical safety of organizations and their people in today’s ever-changing and often unpredictable world. Through their continuum of tailored solutions, including evaluations, crisis response, executive optimization, protective services, and more, they help organizations maintain and cultivate a workplace of wellbeing so that their people can thrive. Learn more about R3c at www.r3c.com.

Company website | LinkedIn | Facebook | Twitter

TRANSCRIPT

Intro: [00:00:02] Broadcasting live from SHRM 2022 at the New Orleans Convention Center, it’s time for Workplace MVP. Brought to you by R3 continuum, a global leader in helping workplaces thrive during disruptive times. Now, here’s your host.

Jamie Gassmann: [00:00:19] Hi, everyone. Your host, Jamie Gassmann here, coming to you from SHRM 2022’s Exhibit Hall and I am in R3 Continuum, our show sponsor’s booth. And joining me is Shari Arends from Rollout Systems. Welcome to the show, Shari.

Shari Arends: [00:00:35] Hi. Thank you. It’s good to be here.

Jamie Gassmann: [00:00:37] So, tell me a little bit about your background in getting into H.R. and a little bit about Rollout Systems, the company that you work for.

Shari Arends: [00:00:46] So, I’ve been in H.R. for a little over seven years. My husband was about to retire from the Navy and I was a stay-at-home mom and it was like, “Okay, it’s time to do something else now. Time to go back to work.” And kids were in school full day, and a friend of mine worked for a company that was looking for an H.R. generalist. So I got talking with her and she became my mentor and the company hired me on and I’ve been with them since, Rollout Systems, a government contractor. We have 66 employees today working in seven states.

Jamie Gassmann: [00:01:17] Wow! That’s an interesting story because I can totally relate. I grew up an Army brat and so my mom was that stay-at-home Army mom and, and then went into banking. You know, my dad wasn’t retired, but went into banking when we got into grade school. So, that’s very interesting. So, now you’re here at SHRM. So, is this your first time coming to the conference or is this – have you come multiple times or?

Shari Arends: [00:01:39] This is my third conference. I went last year, we were in Vegas, it was just in September. And then, a few years ago we had the conference in D.C. So that was my first time. That one was overwhelming. You’ve got to experience it once, just like eyes open, deer in headlights, kind of like, wow.

Jamie Gassmann: [00:01:53] Yeah.

Shari Arends: [00:01:55] It’s huge with just thousands of people and hundreds of exhibitors and all of these things to learn. And so, being here now, it’s like, okay, they have the app that makes it a lot easier. You walk around, you meet people. I’ve connected with people from my home state here that I’ve never met before and met people from all over the country.

Jamie Gassmann: [00:02:16] Yeah. And you’re really involved in SHRM if you wear several hats within the SHRM community. So, tell me a little bit about some of the different things that you’re involved with and that you do for the organization.

Shari Arends: [00:02:29] So, I work with my local chapter in Southern Maryland, Charles, St. Mary’s and Calvert County. We’re in a group called HRASM. It’s a lovely acronym, Human Resource Association of Southern Maryland. And I am the membership director with them. I sit on the board. So, I help, you know, drag in people to come and and sit with us and hang out with us and learn and network. And we recently had a conference too for that, so that was awesome. And then, I also work with the State Council as the chairman for the state conference for Maryland SHRM.

Jamie Gassmann: [00:03:04] You seem very busy in that SHRM kind of H.R. space, which is great.

Shari Arends: [00:03:08] I do, yeah. It’s a lot of fun. I get to work with amazing people from all over the state and we put on a great conference in October, so really looking forward to it.

Jamie Gassmann: [00:03:20] So now, obviously, at SHRM, there’s like so many different types of sessions, lots of different topics in between benefits and FMLA and DE&I and mental health. So, what are some of the challenges that you’re here to learn more about for your organization?

Shari Arends: [00:03:38] So, I sat through earlier today a really good conversation on influence, how to speak and how to direct the conversation to focus on the positives rather than the negatives. You can do anything from choosing a new platform service, you know, to having communication with an employee who may be not doing so well in their work. You know, why? Why are they – why is it that way? Have conversations, dig deeper and show empathy. And so, a lot of things that we do, my company right now, is mostly remote. So then, there’s engagement, keeping people engaged, keeping people involved, keeping them connected, not just to us but to one another with their teams when they’re working from home in various locations.

Jamie Gassmann: [00:04:28] That remote work, you know, making sure they’re coming into a meeting on your Zoom call and prepared and productive.

Shari Arends: [00:04:34] Yes, absolutely.

Jamie Gassmann: [00:04:36] So along with influence, are there other areas that you’re exploring here at the show? Because there’s so much.

Shari Arends: [00:04:44] Yeah. So, I have several different types of sessions that I’ve selected to attend, and it’s everything from FMLA to, you know, communicating better and trying not to be too dry, but, you know, following the laws, right? You gotta follow the laws.

Jamie Gassmann: [00:05:07] Yeah. Well, and they keep changing over the last three years.

Shari Arends: [00:05:07] It’s important, right?

Jamie Gassmann: [00:05:07] Yeah.

Shari Arends: [00:05:08] There’s a special session just for California employees, which we have. And so, you know, it’s just important to keep up to date on all of those things. And with employees living and working in eight states total but contracts in seven states, it’s a lot to keep track of. It’s a lot to manage. It’s a lot to do. But I love it. Yes, it’s a great work every day. And then, my volunteer work on top of that, it’s just – it’s very satisfying.

Jamie Gassmann: [00:05:37] Yeah. You find your passion and work. Yeah.

Shari Arends: [00:05:39] Yeah, yeah.

Jamie Gassmann: [00:05:39] Very cool.

Shari Arends: [00:05:40] One of my swag badges says I heart H.R.

Jamie Gassmann: [00:05:43] Love it. Yeah. That’s awesome. You know, it’s a great badge to have it sounds like. And we’re so excited that you joined us on the show today and shared your expertise and your background and what you’re excited for here at the show and all that great involvement that you do. Thanks for joining us.

Shari Arends: [00:05:58] Thank you. I appreciate being here.

Outro: [00:06:04] Thank you for joining us on Workplace MVP. R3 Continuum is a proud sponsor of this show and is delighted to celebrate most valuable professionals who work diligently to secure safe workplaces where employees can thrive.

 

 

 

Tagged With: HR, Human Resources, Information technology, Jamie Gassmann, R3 Continuum, Rollout Systems, Shari Arends, SHRM 2022, Workplace MVP

LIVE from SOAHR 2022: Cynthia Thompson, HR Professionals Magazine

August 9, 2022 by John Ray

HR Professionals Magazine
North Fulton Business Radio
LIVE from SOAHR 2022: Cynthia Thompson, HR Professionals Magazine
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HR Professionals Magazine

LIVE from SOAHR 2022: Cynthia Thompson, HR Professionals Magazine (North Fulton Business Radio, Episode 488)

Cynthia Thompson, Editor and Publisher of HR Professionals Magazine, joined host John Ray live at SOAHR 2022. Cynthia discussed the wide range of topics her publication covers for HR professionals, including compensation, training, payroll, employment law, recruiting, and talent management. The magazine is distributed to HR professionals in nine states in the Southeast U.S. and has 23,000 digital subscribers and 40,000 readers. Cynthia also discussed why she started the publication, the webinar series offered every Thursday which provides credits for certified HR professionals, and much more.

This show was originally broadcast live from SOAHR 2022, the annual conference of SHRM-Atlanta, held at the Cobb Galleria Centre in Atlanta, Georgia on July 27th and 28th, 2022.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

HR Professionals Magazine

HR Professionals Magazine is a regional HR trade publication distributed to SHRM members and HR professionals in nine Southeastern states including Alabama, Arkansas, Florida, Georgia, Kentucky, Louisiana, Mississippi, North Carolina and Tennessee. The mission of the publication is to inform and educate HR professionals.

HR Professionals Magazine is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP® or SHRM-SCP®.

Website | Facebook

Cynthia Y. Thompson, MBA, SHRM-SCP, SPHR, Editor and Publisher, HR Professionals Magazine

Cynthia Y. Thompson, MBA, SHRM-SCP, SPHR, Editor and Publisher, HR Professionals Magazine

Cynthia Y. Thompson, MBA, SHRM-SCP, SPHR, is the Principal and Founder of The Thompson HR Firm LLC, a human resources consulting firm in Memphis, TN. The Firm is an HRCI and SHRM-approved provider specializing in HR strategic leadership. Cynthia is also Publisher and Editor of HR Professionals Magazine, a regional HR trade publication distributed to SHRM members and HR professionals in nine Southeastern states including Alabama, Arkansas, Florida, Georgia, Kentucky, Louisiana, Mississippi, North Carolina and Tennessee. The mission of the publication is to inform and educate HR professionals.

Thompson is a senior human resources executive with more than twenty years of senior human resources experience concentrated in publicly traded companies. She has an MBA and is certified as a Senior Professional in Human Resources by SHRM and HRCI. Cynthia received the Human Resources Management Professional Excellence Award presented by the Tennessee SHRM State Council in 2002. She served as President of SHRM-Memphis in 2006 and founded the SHRM-Memphis Executive Roundtable. Cynthia was the recipient of the SHRM-Memphis HR Executive of the Year in 2018 and received the HR Lifetime Achievement Award from SHRM-Memphis in 2019.

She is a member of the faculty at Christian Brothers University in Memphis and teaches Human Resource Management. She also teaches online certification exam prep classes for SHRM and HRCI. She is a frequent speaker on HR leadership at SHRM conferences and HR events.

Cynthia Thompson LinkedIn

Questions and Topics in this Interview:

  •  HR Professionals Magazine and its reach
  • How Cynthia started the magazine
  • Essential topics it covers
  • Educational programs

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked-from-scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Tagged With: Cynthia Thompson, HR, HR Professional Magazine, HR Professionals, human resource management, renasant bank, SHRM Atlanta, SOAHR2022

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