The Advisor Collective

Happy Tuesday! A week from today we'll be in Vegas covering HR Tech and all the latest trends. If you want to stay up-to-date with us, follow our Page.

How many party buses will it take to fit the Advisor Collective at the HR Technology Conference in Vegas next month? That's not a riddle, it's a real life "dilemma" of our member-run association of 102 members representing 40+ firms. Right now registrations clearly show that we've outgrown one bus. The question is, try to fill two party buses, or take a potentially less thrilling charter bus? One thing is certain, the opinion of the Collective's CFO will be a factor. "The bigger the party the better," he said in a candid interview. In the end, the bus to and from our Top Golf event, including a stop at the Las Vegas sign, is only one part of our Vegas experience. With vendor presentations, content sessions, networking and even a lounge on the conference's expo floor, this year promises to be our best year yet. If you're a member who's on the fence, we hope to see you there. If you're a technology advisor or service provider in the HR Tech space, it isn't too late for you to join our association and secure a seat on our party bus...whatever form that takes. https://lnkd.in/g3nPvZ_c

🎬 In this clip from the upcoming episode of HR, We Have a Problem, Sapient Insights Group CEO and Managing Partner Teri A. Zipper and guest Lindsay Wrege, Co-Founder & CEO of 321 Coffee discuss how 321 Coffee is changing that narrative by creating a workplace where individuals with intellectual & developmental disabilities (IDD) are not only included but thrive, through accessible operations, individualized training, and opportunities for growth. 🔔 Subscribe today to be notified when new episodes air! https://lnkd.in/gxidSAET  #SapientInsights #HRtech #HRtools #DEI #inclusivity

📌 How can your organization provide inclusive job opportunities for people with intellectual & developmental disabilities? 🎙️ Get into the huddle for this episode of HR, We Have a Problem with hosts Sapient Insights Group CEO and Managing Partner, Teri A. Zipper, and guest Lindsay Wrege, Co-Founder & CEO of 321 Coffee discuss how 321 Coffee is leading the way in inclusivity by prioritizing people with intellectual & developmental disabilities (IDD) in their workforce and branding. 🎧 Listen to the full episode here: https://lnkd.in/etEB5xs5 📽️ Or watch here: https://lnkd.in/exaQeCbr #SapientInsights #HRtech #HRtools #DEI #inclusivity NEW! As a leader, fostering better and more inclusive cultures in a workplace of constant change is complex but not impossible. Let us help you break it down.  Join us for an exclusive, hands-on, in-depth, collaborative learning experience: Navigating Change with Confidence - a 90-day cohort-based immersive program launching in August. Click here to learn more https://lnkd.in/eqGech53

Time again to highlight one of our fantastic members, this time Charlotte (Carli) Meyer. Carli is one of our longest standing members, and previously served as the chair of our Solution Provider Relations Committee. As EVP of HR Tech Consulting at iBTR, she and her team equip HR professionals for digital HR work by providing superior service and expertise for the Human Capital Management (HCM) Ecosystem. With over 20 years of experience in HCM solutions and management, as well as Sales and Marketing and Employee Benefits Management, she brings a wealth of knowledge to the table. Before joining iBTR, Carli served as the Founder and CEO of RevTech Consulting, LLC, an industry-leading technology consulting firm. Carli’s dedication to excellence and innovation has made her a respected leader in the field, and we're incredibly proud to count as a key part of our membership!

Advisor Collective members sharing best practices for successful OE. Don't miss this opportunity.

It's time to shine a spotlight on another fantastic member of the Collective. Kevin Moriarty joined us last October (we value our newer members as much as our OG's), and has contributed excellent insights to the group. He has been in the space for about nine years, starting his career at Aon Hewitt, then moving to bswift, and now is at Sequoia. Kevin has worn a variety of hats but has always straddled the world of people, technology, and problem solving. Being on the broker side really took Kevin to another level of energy around his passion for people. it. In his current role he focuses on solution consulting for the organization's client base and in finding opportunities for their benefits administration portal. So please join us in a virtual high five to Kevin as we look forward to his ongoing participation in the AC.

📣 Calling All HCM and Ben Admin Sales Reps: Opportunity to Reach 200+ Consultants Conducting 300+ RFPs Last year the Advisor Collective (AC) launched an initiative to streamline the RFP process for the #HRtechnology community. The AC represents 40 member firms that facilitate in the selection and evaluation process of Human Capital Management (#HCM) and benefits administration vendors on behalf of our clients. To date over 70 vendors have participated in this exciting industry initiative. By taking part, vendors answer standard RFP questions once versus multiple times for members. Vendors will also be able to update responses with new product releases and enhancements. If you would like to increase the number of opportunities in your sales pipeline and improve your company’s visibility with the AC members, this is your chance. We welcome your participation. Please like and comment below. Whether it’s year-end or mid-year, now is the time to take action. #HRtechconsulting #SaaS #benadminsales #HCMsales

AC Board Members Elected In May the #AdvisorCollective (AC) elected Jeremy Ames of #ColigosConsulting as Vice President, Aaron Kenny of #HUBInternational, and Sharina Roberts of #HCMUnlocked as Board Members at Large. We’d like to thank outgoing Vice President Bob Halvorsen of HUB International for his outstanding  contribution in the role these past years. Other members include co-founder and President, @MatthewKaiser with #AlliantInsuranceServices; Secretary, Sharon Alexander Bryan, CEBS with #InformedConsulting; @JamieChambers with #EPIC, Treasurer and Finance Committee Chair; as well as Board Member at Large, Anne Burkett, CEBS, SHRM-CP, PHR with #USI. We appreciate your contributions to the collective and to the HR tech community.

It's time again to highlight one of our fantastic members. Samantha Schoolcraft is a seasoned professional with over 10 years of experience in the HR technology and benefits administration industry. Her career began at BeneTrac, where she honed her skills in client services, implementation, and Electronic Data Interchange (EDI). Seeking a broader perspective, she transitioned to the broker side of the industry to delve deeper into HR tech consulting. In her current role at Marsh McLennan Agency, Samantha is actively involved in conducting discovery calls and performing needs analysis for clients. She also supports service teams with site configurations, testing, and handling escalations. Samantha's commitment to staying up-to-date with industry trends and sharing her knowledge with others has made her a perfect fit for the Advisor Collective, and we're honored to count her as part of our membership!