October Legal Update & Luncheon
Members, at this meeting we will vote on the 2020 FWHR board
nominees located on the homepage.
10:15 am - 11:15 am
Speaker: Justin Dorsey
Topic: There’s No Crying at Work…Right?
For many years, employees were told to leave their problems at home when they come to the office. Now the balance has shifted and employers are realizing that if they don’t take care of the whole person then morale and performance can be impacted. Human Resource professionals play an important role in serving both the needs of the employee and the employer in issues related to grief and mental health. They often take on the role of counselor and think like an attorney in order to handle situations with compassion and professionalism. The presentation will focus on what we can do to make the workplace safe for honest emotions without letting it become a distraction or causing legal issues for your organization.
- Without the human, you don’t get the resource. Understand who your coworkers are beyond the work they perform.
- Identify stressors and behavioral markets when it comes to emotions. Know when to provide a listening ear or refer to a counselor. Understand when there may be legal implications such as FMLA or ADA when an employee is exhibiting signs of anxiety at work.
- Focus on creating solutions for your employer that serve the needs of both the business and its employees. Learn about the latest trends in benefits related to mental health and bereavement.
- Recognize the signs of mental health issues in the workplace.
- Learn how to engage in the interactive process without creating legal exposure for your organization
After graduating from Texas Tech in 2004 with a degree in Sociology, Justin attended Southwestern Seminary in Fort Worth to study Marriage and Family Counseling. While attending graduate school, he worked part time at Cellular World in the accounting department. When a position became available in Human Resources it seemed like a much better fit for his background. Thankfully, they took a chance on someone with no experience and HR quickly became his passion. Since he lacked formal training in HR, Justin decided to attend courses at UTA to learn the basics of the role so that I could pursue certification. Cellular World promoted Justin to HR Manager and then to Director of Human Resources during a five-year period. He then took a position as Director of HR at National HME and is now working as the Senior HR Manager at Ben E. Keith Company. His primary focus is to enhance the candidate and employee experience throughout the lifecycle of their employment. This includes areas such as compliance, HR technology, and employee engagement. From 2017-2018, he was blessed with the opportunity to serve as the President of Fort Worth HR.
11:30 a.m. to 1 p.m.
Speaker: Rebecca Sierp & Bill Weston
Topic: The Role Your Retirement Plan Plays in the Compensation Package
In a competitive recruiting environment fraught with increasing skills gaps, developing a competitive advantage to attract and retain employees is key. Through this presentation we will share with you resources to help you design impactful retirement benefit programs for your employees and participants by forecasting and designing metrics from a different perspective. Our goal is to assist you in understanding your role in maintaining an appropriate position in managing plans while simultaneously helping employees prepare for their financial future.
- Retaining and Attracting Talent
- Participation Rates and Retirement Readiness
Rebecca Sierp is an Advisor and Chief Compliance Officer at WPWealth. She is a certified plan fiduciary advisor (CPFA), chartered retirement plan specialist (CRPS), holds a Series 65 License and the Professional in Human Resources (PHR) Designation. Rebecca's areas of practice include design and implementation of qualified retirement plans, wealth management, and financial planning.
Bill Weston operates in the Fort Worth office at WPWealth, serving as a manager in our Wealth Management group. He holds the Series 66 License (Licensed Investment Advisor Representative} and holds the credentials as a CERTIFIED FINANCIAL PLANNERTM (CFP).
Ridglea Country Club
3700 Bernie Anderson Ave.
Fort Worth, Texas 76116
Reservations / Cancellations
All registrations must be received before close of business on the Monday prior to the event. Thereafter, a limited number of registrations will be accepted at the door on a first-come, first-served basis. Please understand that you cannot be guarantee seat at the meeting if you do not register by the Monday preceding the event. If you can't make the event, please let us know 72 hours beforehand by sending an email to firstname.lastname@example.org, so that we can cancel your registration. Otherwise, we will bill you for the reservation (we pay the venue based on the number of attendees reserved - including no-shows).
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