Training Events


Human Resource and Training Professionals Roundtable 2024

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Tuesday, May 21, 2024 - Wednesday, May 22, 2024
Cleveland, OH

Jump To: Agenda | Speakers | Hotel | Registration

The Human Resource and Training Professionals Roundtable offers an invaluable opportunity to network with industry peers and participate in roundtable discussions on key challenging human resource and training-related topics. Day one will focus on compliance and general HR topics while day two will feature creating a human-centric HR approach.

This must-attend event is ideal for all training and human resource directors, managers and generalists.



The Precision Metalforming Association is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities. This program is worth 8 PDCs.





The use of this official seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval. This program has been approved for 8 conference recertification credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®).



Tuesday, May 21, 2024—Compliance and HR

1:30 p.m. Welcome and Introductions
Connie King, Precision Metalforming Association

1:50 p.m. What to Watch and Expect: HR Changes from Washington, D.C.
Omar Nashashibi,
The Franklin Partnership, LLC
Each Presidential election year, federal agencies increase their regulatory activity in the event the party in control of the federal bureaucracy changes hands. 2024 is no different as regulators have already proposed or released significant new rules for employers. Omar S. Nashashibi, PMA’s lobbyist with The Franklin Partnership, LLC in Washington, D.C. will present on the latest from OSHA, Wage and Hour Division, Office of Apprenticeship, and other regulatory activity and highlight key developments in HR policy from around the country.

2:40 p.m. Next Generation Benefits
Meghan Dulzo,
Carrot Fertility
Natalia Farian, Oswald Companies
Brian Feliciano, Oswald Companies
There is currently a wide range of ages in the workforce, and people with a variety of backgrounds and beliefs, so it can be tough to create a culture that all want to be part of. Thankfully, useful trends are emerging. Employees of all ages expect their employers to be transparent with how their benefits work. This can be a daunting task, but smart organizations use technology to keep in touch with their staff. Employee benefits are moving beyond primary care visits and wellness programs. Oswald will discuss what each of the six generations in the current workforce want and need in an employer, the tools available now and those that are evolving to make communication easier, and how employee benefits are helping companies save money while enhancing organizational culture.

3:10 p.m. What’s New in HR Law and Landscape
Catherine Burgett
, Frost Brown Todd LLP
Staying on top of legal developments and changes in the HR space is critical to success, particularly in an already challenging labor market. This presentation will hit the recent highlights (and low times) of labor and employment law while exploring best practices and tips for managing the turbulent times.

3:40 p.m. Break

3:50 p.m. Roundtable Discussion
Topics: Total Rewards (staying competitive in the midst of tight budgets), combating healthcare costs, OSHA and ISO audits, HR and the aw (accusations, investigations and documentation), etc.

5:00 p.m. Depart for Dinner and Networking
Wild Eagle Steak & Saloon | 5001 E Royalton Rd, Broadview Heights

9:00 p.m. Return to Hotel and PMA HQ

Wednesday, May 22, 2024—Human-Centric HR

8:00 a.m. Breakfast

8:30 a.m.  Persistent Skills Shortage – Ideas for Attracting & Retaining
Pamela Baird, Davis-Baird
Are you ready to tackle the persistent skills shortage head-on? Join us for a presentation to gather information and executable strategies to help your organization hire and retain workers in today’s market. Discover innovative strategies, from fostering a positive workplace culture to offering competitive and creative compensation packages and more, that will help your organization stand out to become an employer of choice. 

9:30 a.m. Getting It All Done: A Presentation for Immediate Effectiveness and Wellbeing
Jason Henkle, Focus to Evolve
Do you ever feel too busy to accomplish your important tasks? This dilemma is a familiar one for many professionals. Join us for an enlightening session with Jason Henkel. Jason imparts practical and immediately impactful strategies to help you be able to get more done in significantly less time while minimizing distractions. His methods ensure that targets are met without compromising personal wellbeing and balance. This talk is essential for anyone grappling with feelings of overwhelm, burnout, or the challenges of managing an overflowing workload. With a slight review of last year, you will also hear different meta-skills like the “Dopamine Detox” and “Engineering Your Environment”. Don't miss this opportunity to transform the way you work and live!

10:30 a.m. Break

10:45 a.m. Creating a Positive and Inclusive Work Culture
Traci Fisher, The Wellness Coach
Learn innovative strategies to cultivate a workplace where positivity and inclusivity are at the core. Gain insights into fostering collaboration, respect and a sense of belonging among team members. Walk away with practical tools and actionable steps to make your work environment more engaging and supportive, ensuring everyone feels valued and empowered.

12:00 p.m.  Lunch

12:45 p.m. Defining Strengths for Managerial Effectiveness
Traci Fisher, The Wellness Coach
Discover a framework for leveraging the unique strengths within your team to boost performance and achieve business objectives. Learn how to recognize and cultivate individual talents, creating a culture where each member's strengths drive collective success. Enhance your leadership skills and organizational effectiveness by focusing on the power of individual contributions.

1:45 p.m. Roundtable Discussion
Topics: Attracting and retaining, time management, work balance, building a culture of engaged employees, utilizing your strengths in your leadership style, etc.

3:00 p.m.  Adjourn


Pamela Baird, President, Davis-Baird
PamelaPamela Baird leads an executive search, staffing and HR consulting firm (Davis-Baird). She advises clients on leadership development, market trends and the broader talent acquisition agenda, combining her insights, experience and business acumen to effect sustainable change. Her clients range from Fortune 500 organizations and regional systems, to small entrepreneurial ventures within the healthcare industry.

Prior to landing recruitment, she held positions with national nursing home chains, Nestle, and a residential mental health farm community, and has wonderful memories and experiences growing up in the automobile industry. She earned an Executive Master of Business Administration and is working toward a PhD. She currently serves on the healthcare advisory board at Baldwin Wallace where she attended graduate school.

Catherine Burgett, Partner, Frost Brown Todd LLP
CatherineCatherine Burgett has represented companies in federal and state courts and before the Equal Employment Opportunity Commission, Ohio Civil Rights Commission and the National Labor Relations Board, among others. She also spends significant time advising clients on the many day-to-day issues that arise with employees, and enjoys helping them successfully navigate the often-turbulent waters of human resources.

Catherine is a regular speaker on labor and employment and human resources topics, including discrimination and harassment issues, the Family Medical Leave Act, wage and hour laws, the National Labor Relations Act, public records requests, and best employment practices. She also provides ongoing education and training to many clients, which allows employers and their staff to identify and address human resources concerns with confidence.

Meghan Dulzo, Carrot Fertility 
MeghanAfter graduating with a degree in Psychology and Human Development, Meghan Dulzo fell into sales and never looked back. She has spent the majority of her career in the benefits space working with companies of all different sizes and industries. Meghan is incredibly passionate about what she gets to do now at Carrot Fertility. She loves helping employers provide high-quality fertility care to their employees and seeing the difference it makes in their lives.

Natalia Farian, Employee Benefits Advisor, Group Benefits, Oswald Companies 
NataliaNatalia Farian has eight years of experience in the insurance industry, having earned her license in 2017. She has focused on assisting organizations in maximizing their employee benefits offerings through creative strategies and technical knowledge while mitigating the risk to the plan. Prior to becoming an employee benefits advisor, Natalia was a client manager in Oswald’s Large Market Practice where she was responsible for the coordination of service and retention of existing clients in the municipal, government and for-profit arena.

Brian Feliciano, Vice President, Business Development, Oswald Companies 
BrianBrian Feliciano has more than 25 years of sales and service experience. He specializes in consulting, strategizing, educating and implementing sustainable group health plans. Brian started his career as a Medicare consultant and was intricate with reviewing all options and cost-effective solutions for seniors and employer groups with seniors. Brian holds designations as a Registered Employee Benefits Consultant (REBC), Consumer Benefits Consultant, and is Patient Protection and Affordable Care Act certified.

Traci Fisher, CEO, The Wellness Coach
TraciTraci Fisher is a United States Military Academy (USMA) graduate, former U.S. Army captain, and helicopter pilot.  Following her military service, she embarked on a career in the fitness and wellness industry, accumulating more than three decades of experience in personal and professional development. Traci leverages self-leadership principles, Wellbeingness®, and brain-based critical thinking strategies to empower all levels of leaders to thrive in the midst of uncertain and ambiguous challenges.

Traci is an ICF Professional Certified Coach, Gallup Strengths® Certified Coach, and Red Tam Critical Thinker Facilitator. She leads two health and wellness companies based in Cleveland, OH, is the host of The Healthy Leader Podcast, and is the proud mom of three adult kids and two Beabulls, Emma and Oscar.

Jason Henkel, Founder & Chief Balance Engineer, Focus to Evolve
JasonJason Henkel is a personal and organizational productivity expert who is deeply passionate about helping people find spacious productivity in work and life. He has been called by the U.S. Navy SEALs ‘the productivity whisperer’ and personally advises that he has the answer to finally ending the reign of the email monster that tends to own too much of our time and energy.

Over the past 12 years, he’s trained tens of thousands of individuals and groups in some of the world’s largest and most productive firms including Pfizer Pharmaceuticals, Wells Fargo, American Greetings, AkzoNobel and even the trainers of the Dale Carnegie company and many more.

Omar Nashashibi, Partner, The Franklin Partnership, LLC
OmarOmar Nashashibi is a founding partner of The Franklin Partnership, LLC, the bipartisan Washington, D.C.-based government relations firm that represents PMA’s interests before Congress and the Administration.

Omar has more than 25 years of experience working with policymakers, politicians and the media. Prior to The Franklin Partnership, Omar worked for the Office of Management and Budget. Earlier in his career, he served as a research assistant at the Institute for Public Accuracy, promoting policy to the media. In 1995, he began his career in Washington, D.C. covering congressional and agency hearings for a nationwide nonprofit publication.


Connie King, Workforce Development Director, Precision Metalforming Association
ConniePrior to joining PMA in May 2022, Connie served as the director of professional development for Baldwin Wallace University, where she created and delivered original, competency-based learning programs for external organizations and university employees. Connie also previously worked for the University of Akron as a manager of business solutions, where she developed and implemented internal and external organizational development programs, and created community, industry-based consortiums for assessing and satisfying skills demands. She has more than 20 years of experience in learning and development, and is passionate about the future of our workforce.


Precision Metalforming Association
6363 Oak Tree Blvd., Independence, OH 44131


Holiday Inn Cleveland-S Independence
6001 Rockside Rd.
Independence, OH 44131

Room Rate: $109 per night plus applicable taxes

Hotel accommodations include free self-parking. Hotel does not provide airport transportation.


Register by May 7 to save!
PMA member: $399
Nonmember: $599

After May 8
PMA member: $499
Nonmember: $699

Questions? Contact Ali Miller at 216-901-8800 ext. 152.

By registering for this event, you agree that your contact information could be shared with our valued event partners and sponsors.

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