National Restaurant Association Human Resources and Risk & Safety Managers Executive Study Group Meeting. Lowes Coronado Bay Resort, San Diego, CA

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1 National Human Resources and Risk & Safety Managers Executive Study Group Meeting Lowes Coronado Bay Resort, San Diego, CA February 26-28, 2014 Draft Agenda This program has been submitted to the HR Certification Institute for review. WEDNESDAY, FEBRUARY 26, :00 pm Registration and Sponsor Exhibits Open Register and mingle our meeting sponsors! 6:00-7:30 pm Welcome Reception Catch up with friends and colleagues in the industry, and network with all meeting attendees and sponsors. THURSDAY, FEBRUARY 27, :30am Breakfast 8:30-9:00 am Welcome and Opening Remarks 9:00-10:00am Keynote Address: Transforming Function Expertise to National Impact Roz Mallet, CEO/President, PhaseNext Hospitality Past-Chair, Board of Directors, National Hear Ms. Mallet s story of how she developed her own career from HR professional to a national leader in the restaurant and foodservice industry. Learn to lead by utilizing your particular function expertise and strategically impact your company and the industry. No matter your position, you contribute to the success of your business and that of the entire industry. The restaurant and foodservice industry is the second largest employer in the country, and everyone, in every area of the business, has a responsibility to lead and positively impact as many employees as possible. Every functional unit of the business has a strategic role. Think bigger than your discipline and act to impact the business overall strategic goals and those of the industry. 10:00-10:15am Networking Break 10:15-11:15am Health Benefits and a Variable Workforce: To Pay or Play Under the ACA Allison Brown, Director, Employee Services, Regis Corporation

2 The implementation of the ACA is here and in a time of economic uncertainty, many organizations now have to manage a line item like never before medical benefits. Affordability, compliance mandates and proposed reporting requirements have many confounded with the thought of how to manage costs, track data, report the data and ensure penalties and risk are mitigated on an ongoing basis. Employers must find a solution to ensure that benefits design, planning and management all tie with the compliance required under the ACA. It is critical that employers get ahead of the curve and be ready to manage hours, benefits cost and ensure compliance on a monthly basis, or face unnecessary and costly penalties and high administrative burden and cost in defending processes. Ms. Brown will discuss methods to consider that assist in managing all state and federal regulations for the ACA, large employer status; workforce management; cost impact analysis and forecasting; and reporting and communication. 11:15-12:15pm Joint Claim Handling Panel Discussion Shaun Jackson, Director of Risk Management, El Pollo Loco, Inc. Anthony Cannizzo, Vice President, Stockwell, Harris, Woolverton & Muehl Brian McDonough, Senior Director, HR and Employment, Perkins & Marie Callender's Inc. It s more important than ever for companies to create synergy between Human Resources and Risk Management, but how do you do it? This panel will explore how HR and Risk can work together to maximize outcomes for industrial and non-industrial injuries from the outset. We will also examine the interplay between Workers' Compensation, FEHA and ADA claims. The interactive process, return-to-work procedures, and many other relative topics (including your questions) will be addressed by the panel. 12:15-1:15pm Lunch & Sponsor Introductions BREAKOUT SESSIONS 1:30-2:30pm Making Lemonade out of Lemons: Implementation Strategies for the ACA Don Fox, Chief Executive Officer, Firehouse Subs of America, LLC Mr. Fox will offer practical, real world strategy and tactics for implementing the provisions of the Affordable Care Act. In this session, attendees will: Understand the options available to the operator when complying with the ACA regulations; Learn real world scheduling protocols and job descriptions that will help the operator optimize their business (without regard to whether or not they offer insurance to their full time employees); Understand (and avoid) the landmines and pitfalls created by the ACA regulations. Enterprise Risk Management Demystified Alan Phillips, Vice President Internal Audit, The Cheesecake Factory, Inc. (Invited) Kurt Leisure, Vice President, Risk Services, The Cheesecake Factory, Inc. (Invited)

3 2:30-3:30pm 3:30-3:45pm Taco Bell: Finding Our Soul Frank Tucker, Chief People Officer, Taco Bell Bringing the Taco Bell brand soul to life in recruitment, recognition and employee engagement. Attendees will learn how to: Define the brand soul; Share the brand soul with the world; Bring the brand soul to life with a purpose, promise and principles. Networking Break Supply Chain Assessment Andy Steinbach, Director, Risk Finance & Supply Chain Strategy, YUM! Brands (Invited) 3:45 5:00pm Roundtable Discussions Join attendees and sponsors for a discussion about the top issues facing both Risk & Safety managers and Human Resources professionals. It s an opportunity to bring up tough challenges you are trying to tackle within your own organization and learn best practices from other restaurant industry professionals around the table. 6:00pm Group Dinner FRIDAY, FEBRUARY 28, :30am Breakfast BREAKOUT SESSIONS 8:30-9:30am Asking for Resources and Getting Them From Your Executive Team Marvin Irby, CAO & CFO, National As an experienced industry professional in the Finance field, Mr. Irby has often been in your shoes: dealing with the challenge of developing business cases for human resource initiatives. As CFO, he is responsible for advising senior leadership on the appropriate allocation of resources between revenue and non-revenue based departments. Learn how to make an impactful business case by using data to illustrate the how human resource initiatives enable the longterm success of your enterprise. Understand what senior leadership requires and learn some of the techniques in demonstrating how your initiative will enable both the immediate and long-term goals of your Designing an In-House Claims Program Britt Roarx, CP-FS, Senior Claims Manager, Texas Roadhouse Everything you need to know about creating an in-house claims program but were afraid to ask! Lessons learned from building a successful program. You ll learn more about planning lead time, insurance carrier approval, and tools often overlooked.

4 enterprise. 9:30-10:30am Utilizing Voluntary Benefits to Recruit and Retain Ben Rozum, President, Genius Avenue For decades, voluntary benefits have been an important part of employee benefit plan offerings. They offer proven strategies to help companies improve recruiting and reduce turnover. With the advent of healthcare reform, industry experts believe that the voluntary benefits industry is poised to become one of the fastest growing segments. Employers seem to agree with their increased interest level and insurance carriers are adding fuel to the fire with an onslaught of market entrants. This session will provide an overview of the voluntary benefits marketplace, offer employers some insight into traditional and new trends, as well as look at multiple delivery platforms. Alternative Risk Sean Rider, Managing Director - Sales and Consulting, Willis Global Captive Practice This session will discuss alternative risk finance, and in particular, utilization of captive insurance companies for corporate and franchisee risks. Mr. Rider will discuss basics of captive insurance in addition to alternative risk mechanisms including techniques for corporate risks and techniques for franchisee risks. 10:30-11:00am Networking Break 11:00-12:00pm Hot Topics in Employment Law for the Restaurant Industry David Prather, Partner, Ford Harrison LLP Hear about the latest in employment law from an attorney who specializes in the restaurant industry. The seminar will update attendees on recent and upcoming employment law changes affecting the restaurant industry; Assist attendees in identifying potential legal liability within their organizations; and Provide practical advice on how to comply with employment laws and avoid liability. Insurance Products Gareth Tungatt, Director, Ascent Underwriting Mr. Tungatt is an expert in cyber risk. Learn about this emerging insurance product from a top London underwriter. William Harrison, Marsh (Invited) Mr. Harrison is an expert on foodborne illness/recall/reputational risk and will address the development of insurance products for restaurants and foodservice in this area. 12:15 1:15pm Lunch 1:15-2:15pm Top Public Policy Issues at the Federal and State Levels Federal Issues: Michelle Neblett, Director, Labor & Workforce Policy, National

5 State Issues: Mike Whatley, Senior Coordinator, State and Local Affairs, National Don t be caught off-guard by the next public policy issue to impact your business. Learn about the latest policy coming out of Washington, DC and the States so you re prepared when it hits the headlines. We will discuss the status of health care, immigration and tax reform at the federal level, and the latest action on ignition interlock and other alcohol regulations, minimum wage, gun laws, and labor activism/protests at the state level. Human Resources and Risk & Safety professionals can provide valuable input as subject matter experts to shape legislation and regulations, by building relationships with elected officials, and working through their trade associations to advocate for the needs of the overall industry. Learn how you can be proactive in influencing legislation and regulations that impacts the restaurant and food service industry. 2:15-3:15pm Post Injury Drug Testing Dr. Don Bucklin, MD, ABPM, American Association of Medical Review Officers Instructor, National Medical Review Officer for U.S. HealthWorks Explore the world of drug and alcohol testing, including: Reliability of the process and built in fail-safes throughout the process. What a drug screen can and cannot tell you Promising new technologies that are available but not in widespread use How people beat the system, and what can you do about it Extensive discussion about the Medical Review Officer s (MRO) role How the MRO comes into play for challenged cases Case studies from employers currently using these programs 3:15-4:15pm Successful Models for ADA Accommodations for Employees Christine Long, Partner, Berliner Cohen (Invited) Employers have an obligation under the Americans with Disabilities Act to provide reasonable accommodation for employees with disabilities. During this session we ll examine examples about how to meet this obligation, learn policies and procedures employers should have in place; how to determine effective accommodations; and types of accommodations that might be reasonable, especially in a restaurant or foodservice setting. 4:15 4:30pm Closing Remarks

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