Entries by Kristina Forman

Promotion of Shannon Tuccini to Project Manager

We are proud to announce the promotion of Shannon Tuccini from Senior Implementation Analyst to Project Manager. Shannon has worked with BTR for 4 years, and during that time she has become a subject matter expert within our benefit admin system, PlanSource. Additionally, Shannon has implemented the majority of our largest and most complex clients. She’s been an integral part […]

Promotion of Samantha Harvey to Configuration Analyst

We are proud to announce the promotion of Samantha Harvey from Service Analyst to Configuration Analyst on our bswift team. Samantha is incredibly smart and was able to learn the bswift system in a very short amount of time.  She has been instrumental in leading our team and clients with ACA configuration and development.  Samantha consistently receives rave reviews on […]

Benefit Advisors Network: Conference Recap

Our CEO, Jamie Hawkins, and Director of Client Relations and Strategic Initiatives, Josh Hoover, braved the August heat of Phoenix, AZ to attend the Benefit Advisors Network (BAN) Summer conference. These are always great events, and we learn so much about how we can best support our partners. This conference was no different. At most […]

PlanSource Eclipse: Conference Recap

Continuing our strategic efforts to stay out in front of the industry-leading HR technology developments, two Benefit Technology Resource (BTR) team members attended the recent PlanSource Eclipse, where tech gurus, brokers, industry experts, insurance and HR and benefits professionals came together to focus on the future of the employee benefits industry and the changes and […]

Businessolver’s Vision 20/18: Conference Recap

In June 2018, BTR attended Businessolver’s Vision 20/18 Leadership Conference in Chicago, IL. The BTR team was among several hundred HR professionals, brokers, and vendors who attended the event. On day one, Cy Wakeman shared insights on the impact of drama in the workplace. She estimated that 816 hours are wasted on drama per person […]

Employee Navigator Conference Recap: What You Need to Know

In our continuing commitment to stay on top of product developments in HR Technology, three members of our team attended the recent 2018 Employee Navigator Conference. This year’s event brought together more than 800 Employee Navigator (EN) users and partners. What ensued was three days of knowledge sharing, networking, and training. Employee Navigator is one of […]

bswift Idea Exchange Conference Recap

BTR Attends bswift Idea Exchange As part of our strategic efforts to stay out in front of new developments in HR and benefit administration systems, three of our BTR team members recently attended bswift’s 2018 Idea Exchange. Our goal was to focus on what’s happening in the industry. We also wanted to know more about product updates […]

Ultimate Advisory Summit: Introducing Benefits Prime

Ultimate Overview Earlier this month, BTR attended the 5th annual Ultimate Advisory Summit in Fort Lauderdale, FL. Attending alongside us were over 100 other firms in the HR consulting industry. Over 4,100 companies currently use Ultimate to assist with their workplace operations. Ultimate’s motto is “People First”; this core brand messaging is how the company […]