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How to Lead with Employee-First Benefits This OE

In March, the Great Resignation once again reached new heights, so offering a competitive benefits package that meets your employees’ needs and wants is of the utmost importance. But with so many moving pieces between employee feedback, budget constraints and the many benefit options available, how do you get there?

Join us as we break down how PlanSource’s own HR leaders, Sharon Brand and Jana Bowman, navigated this process themselves to select benefits that support a human-first culture. We’ll discuss how to identify employee needs, where to make investments with impact, how to get the most out of your broker relationship, what unique benefit plans to consider and more. Register now to ensure you’re putting your employees first this OE.

What you will learn:

How to effectively attain, review and factor in employee input into your renewal plan

Methods of identifying employees’ changing benefit needs

How to decide what investments will have the greatest impact and longevity for employees and their families

Breakdown of the Partner Marketplace and how to navigate these unique vendors


Bradley Taylor

Chief Strategy Officer, PlanSource

Bradley Taylor is the Chief Strategy Officer at PlanSource. He founded and led Next Generation Enrollment, a leading provider of benefits administration technology services, which was acquired by PlanSource in 2016. Prior to Next Generation Enrollment, Bradley was a group sales representative at Unum, one of the largest insurance carriers in the world. Bradley has helped thousands of companies build effective benefits strategies and implement programs that have created a better benefits experience for administrators, employees and their families.

Jana Bowman

Director of Total Rewards, PlanSource

Jana works closely with PlanSource People Leadership to design, implement and manage PlanSource’s Compensation and Benefit programs. With over 15 years in the industry, she is leading the charge to operationalize strategic initiatives and provide a best-in-class experience to our very own talent by maximizing the benefits of their benefits.

Sharon Brand

Chief People Officer, PlanSource

Sharon is a dynamic HR leader with more than 20 years’ experience in the technology industry empowering high performing teams. As Chief People Officer at PlanSource, Sharon leads the Talent organization including People Operations, Talent Attraction, Total Rewards and L&D globally. Throughout her experience, Sharon has been dedicated to building inclusive cultures while focusing on attracting and developing amazing talent. She is passionate about shaping cultures for growth and transformation while creating world class employee experiences based on purposeful outcomes.

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