Documenting for Success:  Best Practices & Legal Requirements in HR Recordkeeping

Join us for an in-depth session exploring essential employment documentation practices. Learn what records employers are legally required to retain, the types of documents you should be preparing, the risks of improper documentation, and proven best practices to stay compliant and organized

Key Take Aways

·Mandatory document retention and compliance timelines

·Recommended HR and personnel records to maintain

·Legal and operational consequences of poor documentation

·Best practices for organizing, storing, and protecting employee records

Rachel Nelson, Esq.

Nelson Law Office, Employment Attorney

Rachel Nelson, a California attorney since 2005, advises small businesses on employment law. She handles compliance, litigation, and policy development. A USD Law graduate (cum laude), she founded her firm in 2010 after beginning her career in toxic torts.

Additional Event Details

7:20 AM  Registration & Networking
7:30 AM  Breakfast & Introductions
7:45 AM  Legal Update
8:00 - 9:00 AM  Program & Q&A 

This event is pending for 1.25 credit hours for both HRCI & SHRM credits.

     

Cancellation & Credit Policy:

Please note that all program registrations are non-refundable. However, if you are unable to attend, we are happy to offer a credit toward a future program of equal or lesser value, provided that the request is submitted prior to the scheduled event date. Credit requests made after the program date will not be honored.

Learn How Work Is Changing: Insights from Dr. Ian O. Williamson Join NHRA-OC on July 15 for an energizing and thought-provoking conversation about the future of work! Over the past 50 years, and especially in the wake of the COVID-19 pandemic, the way we work has undergone a seismic shift. Dr. Ian O. Williamson, Dean of the Paul Merage School of Business at the University of California, Irvine, will draw from his upcoming book The Conversation On Work and will unpack game-changing trends and what they mean for today’s leaders. The presentation will cover the transforming work with AI, VR, and changing expectations; building inclusive, sustainable talent pipelines; developing agile talent models and leadership strategies; as well as help identify key success factors for workforce realignment. Don't miss out!

AGENDA

FEATURED SPEAKERS

FEATURED SPEAKER Dr. Ian O. Williamson Dean of the Paul Merage School of Business at the University of California, Irvine, Dr. Ian O. Williamson is a globally recognized expert in human resource management. His research has received several international awards and has been covered by media outlets across the world. Drawing upon this research, Dr. Williamson has helped public sector, private sector and not-for-profit executives in over 25 countries across six continents drive organizational innovation, navigate change, manage diverse workforces and enhance operational and financial performance.

Annual Sponsors

Annual Summer Social:

Mix, Mingle, and Network!

Register by June 15th for Early Bird Pricing:

Members | $15

Non-Members | $35*

Price increase on June 16th

Members | $30

Non-Members | $50*

*Join NHRA Silicon Valley by July 20, 2025 and

$35 will be applied toward your annual membership!

Become a Sponsor!

contact: 

anthonydavisinc@gmail.com or

sudhir@prorgs.com

2024 Annual Summer Connection Event 

It's that time of year again, come out to Schlafly Tap Room and enjoy food, drinks and fun with other HR professionals. 

This is a free event, bring a guest and get an attendance gift and enter to win some great door prizes! 

Where: The Club Room

When: Thursday, July 17th 

Time: 5:00 pm - 7:30 pm 

We hope to see you there! 

Thank you to our Summer Connection Sponsor: 

In this session, Puneet Sachdev — the global leader for people, culture and digital first HR at Evogenesis — will introduce a strategic, business-first approach to HR digital transformation. Drawing from real-world experience and a recent case study with Prodege, Puneet will show how HR can lead meaningful change that delivers both operational excellence and measurable ROI.

Register Here

In preparation for the 2025 HR Executive and Rising Star Luncheon, we have opened sponsorship opportunities! Please read the descriptions below on the different sponsorship opportunities that we offer. This year’s luncheon will be held on Thursday, August 7, 2025 at Monroe Golf Club. 

Questions on sponsorship opportunities? Please contact Gina Sullivan (Gsullivan@mindex.com).

Presenting - $4,000 - Sold Out

• Reserved seating in prime location at event (2 tables of 8).
• Pre Packaged Sponsorship Kit (4 LinkedIn Images, Web Copy, Social Media Copy & Email Header).
• Event program recognition, strategic placement of full-page color ad in program booklet (inside cover or back page).
• Your organization’s signage at the event.
• A few moments to speak during the event.
• Your logo and the NHRA logo will appear on table signs.
• Recognition of your sponsorship in event presentation and on NHRA’s website.

 

Giveaway - $3,500 - Sold Out

• Reserved seating in prime location at event (1 table of 8).
• Pre Packaged Sponsorship Kit (Web Copy, Social Media Copy).
• Event program recognition, full-page color ad in program booklet (other than inside cover or back page).
• Your logo and sponsorship call out on NHRA’s social media and on event table signs.
• Recognition of your sponsorship in event presentation.
• Co-branded event giveaway item with your logo and NHRA’s logo.

 

Platinum - $2,500

• Reserved seating in prime location at event (1 table of 8).
• Pre Packaged Sponsorship Kit (Web Copy, Social Media Copy).
• Event program recognition, full-page color ad in program booklet (other than inside cover or back page).
• Your logo and sponsorship call out on NHRA’s social media and on event table signs.
• Recognition of your sponsorship in event presentation.

 

Gold -$1,750

• Reserved seating (4 tickets to event).
• Inclusion in pre-event publicity.
• Recognition in event program with a 1/2 page color ad.
• Recognition of your sponsorship in event presentation.

 

Silver - $1,250

• Open seating (3 tickets to event).
• Inclusion in pre-event publicity.
• Recognition in event program with your logo.
• Recognition of your sponsorship in event presentation.

 

Video - $1,500 (1)

• Open seating (2 tickets to event).
• Logo featured prominently in promotional video featuring HR Executive of the Year honorees.
• Inclusion in pre and post-event publicity.
• Recognition in event program with your logo.

 

Photography - $1,000 (1)

• Open seating (2 tickets to event).
• Inclusion in pre and post-event publicity.
• Recognition of your sponsorship in event presentation.
• Recognition in event program with your logo.

 

Dessert - $1,000 (1)

• Open seating (2 tickets to event).
• Your logo printed on sugar cookies at each table.

 

Meet & Greet - $1,000 (2) (1) remaining

• Taking place on June 10th, 2025 at the Jackrabbit Club
• 4 tickets to Meet & Greet.
• A few moments to speak during opening remarks.
• Display table at the event.

 

Flowers - $800 - Sold out

• Open seating (2 tickets to event).
• Logo displayed with floral arrangements.

 

Program - $800

• Open seating (2 tickets to event).
• Recognition in event program with your logo and a 1/2 page color ad.

 

Supporter - $350

• NEW Open seating (1 ticket to event).
• Recognition in event program with your logo.

The NHRA Rochester Affiliate is proud to present our annual HR Executive of the Year Awards. This signature event hosted by the National Human Resources Association (NHRA) - Rochester Affiliate has recognized some of the best and brightest in the field of HR in our local community.

This prestigious award will distinguish and honor HR professionals who:

• Are innovative and consistently prepare their organizations for the future.
• Make significant contributions and impact their organizations and the HR community.
• Demonstrate leadership and operational excellence.
• Inspire others to excel.

This year’s HR Executive of the Year Honorees Include:

• Lori Florack, Executive Vice President & Chief Human Resources Officer - Excellus BCBS
• Stacey Milliman, Director of Human Resources & Compliance - EWASTE
• Dr. Rose Nichols, Director, Department of Human Resource Management - City of Rochester
• Denee Stirpe, Chief People & Talent Officer - Baldwin Richardson Foods
• Kearston Vanderstyne, Vice President of Human Resources - Quality Vision International

We are also excited to announce honorees for our annual Rising Star Awards. Designed to recognize the contributions of emerging leaders in the field of HR.

This year's Rising Star Honorees Include:

• Vicky Bournival, Associate Director, Talent Acquisition & Retention - St. Ann’s Community
• Lindsay Fleming-Stumpf, Senior Human Resources Manager - Foodlink
• Raquel Lowry, Senior Benefits & Wellness Program Manager - Coordinated Care Services, Inc.
• Anthony Manfredi, Human Resources Manager - ingredients PLUS
• Betsy Truax, Vice President, Equity & Compensation - First American Equipment Finance
• Robyn Walsh, Human Resources Partner - HR Works

We hope that you are able to join us as we honor the best our community has to offer in the field of HR. 

Ticket Prices:

• $90 for Individual Tickets
• $650 for Table Reservation (8 Tickets Total, please list all attendees at time of purchase)
• Ticket sales are limited and are on a first come, first serve basis. 

Sponsorship: 

Interested in hearing more about sponsorship opportunities? Please visit our sponsorship page or reach out to Gina Sullivan (gsullivan@mindex.com) and Michele Ebenhoch (michele.ebenhoch@belden.com) with any questions. 

A special thanks to our Sponsors! 

Presenting:

Giveaway:

Platinum:

Gold:

Business Financial Intelligence

 for Today’s HR Professional 

What to Expect

In this engaging session, you'll discover what your CFO wishes you knew as a strategic HR partner. Paul breaks down key financial concepts—like ROI, ROE, accruals, and cash flow—through a practical HR lens. You'll also explore how everyday HR decisions impact the 7 drivers of business financial intelligence: customer, cash flow, profit, productivity, growth, teams, and community.

Key Takeaways: 

•Build business and financial fluency to strengthen HR’s strategic impact.

•Align rewards with financial drivers to support organizational success.

•Use business acumen to enhance talent acquisition and employer branding.

•Apply financial intelligence across functions, industries, and global markets.

•Develop skills to advance into senior HR leadership roles.

Paul Butler, Co-Owner

Newleaf Training

Paul is the co-founder of Newleaf Training & Development and has collaborated with over 300 HR professionals across 9 countries and 28 states to deliver customized staff and leadership training solutions that create lasting impact. With a background as Regional Finance Director for Marriott and Hilton, Paul brings a wealth of global business experience .

He is a Chartered Global Management Accountant (CGMA) and a member of CIMA. Known for his engaging and humorous speaking style, Paul inspires audiences with practical insights that can be immediately applied both professionally and personally. Now a proud U.S. citizen, Paul recently published his first book, Business Financial Intelligence—a mindset and skillset few people have and all organizations need, available now on Amazon in paperback, audiobook, and e-book formats.

Additional Event Details

7:20 AM  Registration & Networking
7:30 AM  Breakfast & Introductions
7:45 AM  Legal Update
8:00 - 9:00 AM  Program & Q&A 

This event is pending for 1.25 credit hours for both HRCI & SHRM credits.

     

Cancellation & Credit Policy:

Please note that all program registrations are non-refundable. However, if you are unable to attend, we are happy to offer a credit toward a future program of equal or lesser value, provided that the request is submitted prior to the scheduled event date. Credit requests made after the program date will not be honored. 

Join us on August 13th from 5:30 - 7:30 PM for our annual Summer Social! 

We can't think of a better way to celebrate summer than enjoying great food and drinks at Pane Vino while networking with even better company.

Tickets are $15 for members, $20 for non-members, and include one drink ticket per person and food. We cannot wait to see you! 

Most leaders are struggling.

Not because they’re ineffective—but because leadership hasn’t evolved with the new reality of distributed work.

Join i4cp’s Chief Research Officer Kevin Martin, and Senior Research Analyst Mollie Lombardi on August 20th at 4pm-PT and see key findings from i4cp’s new global study, Leading from Anywhere: Driving Results in the Age of Distributed Work, based on data gathered from 800+ participants.

Register Here

If you are ready to take the next step in advancing your HR career, join us as we prepare to take the PHR/SPHR exam.  

To assist you in your preparation NHRA St. Louis offers a complimentary benefit for our members, the NHRA PHR/SPHR Study Group. Non-NHRA members may join for a fee. 

This is a structured support system and educational setting for those members who are interested in pursuing PHR and SPHR certification. Exams can be taken any date of the year.

This group will meet once a week on Thursday evenings starting September 4, 2025 from 6:00 pm - 8:30 pm CST. 

This is an excellent forum for HR certification exam prep support, learning and motivation - all facilitated by seasoned HR professionals. 

Register below to join us! 

Legal compliance challenges

(NOTE: This event will be offered both in-person and online. Please select the ticket type that reflects how you will attend.)

- More information to come!

Katherine Amoroso

New Level Resources

Additional Event Details

7:20 AM Registration & Networking

7:30 -9:00 AM Program and Q&A

This event is pending for 1.25 credit hours for both HRCI & SHRM credits.

     

Ethical AI Use and Upskilling for an AI Driven Workplace

(NOTE: This event will be offered both in-person and online. Please select the ticket type that reflects how you will attend.)

- More information to come!

James Nagy

Additional Event Details

7:20 AM Registration & Networking

7:30 -9:00 AM Program and Q&A

This event is pending for 1.25 credit hours for both HRCI & SHRM credits.

     

Legal update

(NOTE: This event will be offered both in-person and online. Please select the ticket type that reflects how you will attend.)

- More information to come!

Ryan Haws

Laura Withrow

Additional Event Details

7:20 AM Registration & Networking

7:30 -9:00 AM Program and Q&A

This event is pending for 1.25 credit hours for both HRCI & SHRM credits.

     

Stay Ahead of Employment Law Changes: Join Our 2026 Legal Update

California has long been, and remains, one of the most challenging states in the country for employers. With a myriad of new laws and case developments, 2025 promises to continue California’s reputation as a complicated labyrinth for employment law compliance.

Join NHRA Orange County and featured speakers Maria Stearns and Brandon Sylvia from Rutan & Tucker, LLP for the 2026 Legal Update to hear about important employment law changes. They will summarize new employment laws for 2025, discuss significant cases from 2025 and their anticipated impact on employers.

Attendees will learn about the new and evolving laws and regulations governing workplaces and compliant practices, and gain insight into identifying potential problem areas for further analysis and risk mitigation.

ABOUT THE SPEAKERS

Annual Sponsors