HR and Finance Leadership Luncheon

Date & Time
September 10, 2026 from 11:30AM to 1:30PM CDT
Location
The Encompass Group
405 State Highway 121 Byp, Suite D120
Lewisville, TX 75067

Join fellow HR Leaders/CFO's for an exclusive luncheon featuring insights from retirement/benefits planning and workplace transformation leaders. Explore trends in benefits structure, the latest 401(k) developments impacting employers in 2026 and beyond, and hear from Dr. Tony Bridwell on how trust, culture, and human performance will determine success in the age of AI.

The Encompass Group is recognized by SHRM to offer professional development credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities. Attendees will receive 1.5 PDCs.

Agenda

  • 11:30 am to 11:50 am

    Lunch & Networking

    Come grab a nice catered lunch and get to know your peers a bit before we kick off the speaker series

  • 11:50 am to 12:15 pm

    Landon Durham -- BlueWater Advisors

    2026 brings a pivotal shift for corporate retirement plans — and 2027 will keep the pressure on. As the retirement savings gap widens, new mandates are pushing employers to boost financial confidence across their workforce. This short presentation covers the latest 401(k) requirements, popular plan features, and ways to strengthen employee engagement and financial wellness.

  • 12:15 pm to 12:40 pm

    Erika Ensign -- Affinity Impact Partners

    Pharmacy may the biggest lever around the cost crunch, GLP-1's are driving up renewals, alternative funding models, AI in benefits administration, and more!

  • 12:40 pm to 1:30 pm

    Keynote from Dr. Tony Bridwell -- CTO, The Encompass Group

    AI may be the most discussed topic in business today. Yet every AI implementation ultimately runs through a very old technology: the human brain.

    As AI, automation, and digital transformation continue to reshape the workplace, one reality remains unchanged: every technology strategy succeeds or fails through people. In this compelling keynote, Dr. Tony Bridwell explores the intersection of trust, accountability, psychological safety, and organizational culture, providing CFOs and CHROs with practical insights for leading human performance in an increasingly technology-driven world. Attendees will discover why the greatest competitive advantage of the AI era may not be the technology itself, but the ability to build cultures where people trust, adapt, and perform at their best.

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