Practical Advice with Personality
Shelby helps financial advisors strengthen their relationships with HR leaders and benefits teams through purposeful speaking engagements that address industry-specific challenges with equal parts insight and engagement.
If you’re looking for an effective speaker who provides practical implications of technical and legal issues, especially regarding fiduciary and data topics, you’ve come to the right place. From San Diego to Atlantic City, Shelby has presented at small group sessions and has set foot on stage at regional as well as national conferences.
Shelby’s Recent Roadshow
Personalization & Privacy—Meeting Employees’ Engagement Expectations
Employees are more demanding than ever. They want personalized financial wellness and benefits tools and they trust their employer to provide them. But balancing privacy and personalization can be tricky.
To deliver customized and effective benefits, HR teams across all organizations are acquiring, analyzing, and sharing employee data, which must be monitored. HR leaders need to know they can lean on you as their advisor to help them adhere to best practices.
Drawing from others’ recent lawsuits and cybercriminal activity (which every organization wants to avoid), this session provides practical insights regarding:
- The value of personalization and data sharing
- Data security and privacy considerations—and how to spot red flags
- How to assess and mitigate risk
As HR teams deepen their engagement strategy, they need to keep a compliance eye on the highest area of risk and lean on a consultant team who can help them adhere to best practices.
Work with Shelby to deliver strategies for ensuring optimal employee engagement while keeping employee data secure.
Legal information provided for educational purposes only and is not intended as legal advice.