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Milwaukee Chapter Program - August 17, 2017

Panel Discussion: Three Viewpoints on the Importance of Vendor Integration and Successful Project Implementation with Vendor Partnerships

Thursday, August 17, 2017

The Milwaukee Chapter invites you to a Panel Discussion: Three Viewpoints on the Importance of Vendor Integration and Successful Project Implementation with Vendor Partnerships, on Thursday, August 17, 2017 at 11:30 am at Summit Place in West Allis, WI and via webinar.

The panel will address vendor integration from three viewpoints:

  • Challenges and solutions to vendor relationships around integration of technology
  • Properly equipped personnel on the employer and the vendor side
  • Ownership in implementation of projects with vendors and the organization's own staff (managing project responsibilities)

The panel will offer comments from the viewpoints of best practice in their respective industries with a focus on how the HR and Benefit professionals are impacted when implementations and relationships go well and when they don't go as planned. The details of this discussion are intended to guide the benefit professional down a method of assessing capabilities of their organization as they go through the RFP and implementation process.


August 17, 2017 (Thursday)



11:30 a.m. – 12:00 p.m. - Registration and Lunch (Lunch will be provided for those who attend in person.)
12:00 – 1:15 p.m. - Presentation and Q&A



PS Companies

Summit Place

6737 W. Washington St.

West Allis, WI 53214

Directions and Parking



FREE – Milwaukee and Chicago Chapter Members (with advance registration)
$10 - Nonmembers



Please RSVP by August 10, 2017



Indicate on the form if you will be attending in persom or via webinar. Remote access will be provided for anyone who is unable to travel to the meeting. The webinar instructions will be sent separately to all who RSVP requesting remove access for the program. If you have not received instructions by August 14th, please contact the chapter at so the instructions can be resent.


A refund will not be given if your registration is cancelled less than 48 hours prior to the meeting.




Continuing Education:

This program qualifies for one (1) CEBS CPE credit. 




Michael S. Poludniak, C(k)P®, CRPC®
Senior Financial Advisor of the Aaron-Michaels Wealth Management Group
Merrill Lynch

Michael delivers a service model for retirement plan clients with a primary focus of providing support and fiduciary services to the plan sponsor in addressing the liability of fiduciary responsibilities, plan management and creation of customized solutions. He earned a Bachelors in Finance and Management Information Systems through the University of Wisconsin Parkside. He has earned the Chartered Retirement Planning CounselorSM CRPC® and the Certified 401k Professional C(k)P® designations. He began his career in finance in 2001 providing consultative services to the business community in the areas of retirement plans and business benefit services. He joined Merrill Lynch in 2010 dedicated to increasing the services offered to clients.

Matthew Bare
Chief Relationship Officer
Human Resources Services, Inc.

Delivering 15 years of dedicated contribution at HRS, Matthew brings client service excellence, relentless research and product development planning. He works with key HRS clients locally, nationally and abroad to understand pressing concerns and deliver timely solutions. He pursues an extraordinary knowledge base in employee engagement, talent development and HRIS/payroll solutions. By overseeing and implementing activities related to HR, talent assessment and compliance planning, he stays on top of invention, trends and proven theory. Impending Certified Professional in Learning and Performance (CPLP) designation showcases hiss dedication and passion for workplace and team talent management.

Dan Mayer
Senior District Manager

Dan has been covering the Greater Milwaukee area since 2013. He has helped hundreds of businesses simplify and automate their Payroll and HR functions. Paylocity provides tools for: Streamlining payroll processes, Implementing, Human Resource Information Systems, Developing 401k Integrations, Capturing Census Information, Configuring GL Imports to Accounting Systems, Affordable Care Act Compliance, PTO and FMLA, Capturing Time and Attendance, Engaging Employees, Enhancing Performance Reviews, Implementing Online Benefit Enrollment, Applicant Tracking, Onboarding, Dashboard and Analytics (Trend Analysis), Mobile Capabilities.





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