October Educational Luncheon

October 2025 - SHRM San Antonio Educational Luncheon

HRCI & SHRM recertification credit.

Hello HR Professionals! Come join fellow professionals and other SHRM San Antonio attendees at our October Educational Luncheon!  This is your opportunity to connect with fellow HR professional and gain valuable insights to enhance your expertise. 

Speakers: Bo Sommer and Matt Stedman, Gallagher

Topic: Understanding the Roles of Brokers vs Consultants in Benefits Strategy

Learning objectives:

• Define the core responsibilities of a broker versus a consultant in the context of employee benefits.

• Identify the key behavioral differences: proactive (consultant) vs. reactive (broker) approaches.

2. Explore the Proactive Role of a Consultant

• Describe how consultants provide strategic value beyond benefit renewals.

• List and explain the types of consulting services typically offered:

• Rx (Pharmacy)
  Wellbeing
  HR
  Legal/Compliance
  Underwriting

3. Understand the Reactive Nature of a Broker

• Explain the broker’s role in shopping benefit renewals and responding to client requests.

• Identify the limitations of a reactive approach in long-term benefits planning.

4. Analyze Key Renewal Metrics and Questions

• Interpret and evaluate key metrics used during benefit renewals:

• Premium vs. Claims analysis

• Identification and impact of high-cost claimants

• Influence of tariffs on health plan and Rx costs

• Commission structures and their implications

5. Apply Knowledge to Real-World Scenarios

• Assess a sample benefits scenario and determine whether a broker or consultant approach would be more effective.
• Formulate strategic questions to ask during a renewal meeting to ensure comprehensive evaluation.

• Build meaningful connections with other HR professionals in our community.

Grow:

• Invest in your professional development for a successful year ahead.

Registration:

SHRM San Antonio Member registration: $40

Non-Member registration: $50

SHRM San Antonio Student: $15

RSVP Deadline:

October 19th, 2025

• Don't miss this opportunity to start the year inspired and informed!  We look forward to seeing you there.

Sponsored by:

Sponsor information coming soon!

Cancellation / Credit Policy:
Registrations must be received before close of business on the Sunday prior to the event so that we may turn in a headcount.  Onsite registrations are accepted at the door on a first-come, first-served basis. If you cannot make the event, please let us know 72 hours beforehand by sending an email to support@shrmsa.org, so that we can cancel your registration. SHRM SA will gladly issue a credit to your profile for future SHRM SA event registration(s) or a SHRM SA membership / renewal.