GMA SHRM Professional Development Summit

September 15, 2026

Marriott Madison South
***Note the different location

706 John Nolen Drive
Madison, WI
        
     

Session 1    8:00-10:00
Bridging the Wealth Gap: Tailoring Financial Wellness Benefits for a Diverse Workforce

  

Session 2     10:15-12:15  
Thoughtfully Fit Teams: Create a Winning Culture
Presented by: Liz Aidoo, Director of Inclusive Engagement Strategy, Francis   Presented By:  Darcy Luoma, Found & CEO, Darcy Luoma Coaching & Consulting
 

Partner Sponsors: 
 		  
Partner Sponsor:  
 
 

Session 1

Financial wellness benefits create a supportive workplace environment and provide tools that prioritize employee financial health, equity, and the creation of generational wealth. As a part of these benefits, employees want access to trustworthy and knowledgeable resources that empower their unique journey towards financial well-being. How do you ensure your organization provides retirement plan and financial wellness benefits inclusive of all members of your workforce?

In this interactive session, we will discuss how your benefits can be more inclusive of the diverse needs of your workforce and become the employer that champions financial confidence for all. Let’s work together to bridge the wealth gap and create an equitable future.


This keynote message is designed to help the participants:

  • Communication and engagement strategies for a diverse workforce
  • How to make your financial wellness offerings (and benefits in general) more inclusive and accessible
  • Ways to make retirement plan design more equitable
  

Session 2

Are you brave enough to do whatever it takes to transform the dynamics of your team? In a competitive world, the highest-performing teams don't leave their success to chance. They build an environment that encourages real conversations, leverages differences, and embraces healthy conflict. And they know consistent training and effort are required to build these skills and mindsets, just like winning sports teams practice the fundamentals for peak performance on game day.

Join Darcy Luoma, creator of Thoughtfully Fit®, for a no-holds-barred exploration of what it takes to create a winning culture on your team. From tackling tough issues head-on to fostering trust and camaraderie, she’ll unveil the secrets from coaching hundreds of teams over the last 20 years. Walk away with three game-changing questions you can use immediately that‘ll propel your team forward. Don't settle for mediocrity when greatness awaits.

This keynote message is designed to help the participants:

  • Spark new insights: Learn new tools and mindsets that’ll alter the way you think about your team
  • Spend time more effectively: Stop wasting energy being frustrated or trying to fix others
  • Tackle tough issues head-on: Learn effective ways to address challenging issues within your team
  • Embrace differences for innovation: Learn to leverage differences within your team for creative solutions and greater effectiveness
  • Move your team forward: Walk away with ideas to uncover and improve the team dynamics
SPEAKER BIO     SPEAKER BIO  
Liz Aidoo (she/her) is the Director of Inclusive Engagement Strategy at Francis and supports clients as a Financial Planner. Liz brings her vast experience as a bilingual educator to Francis and manages the DEI Committee as well as the firm's Spanish Language Services. Liz has been recognized by PlanAdviser as a 2024 Retirement Plan Adviser of the Year for Efforts in DEI, and recognized by the Defined Contribution Institutional Investment Association (DCIIA) as a 2025 Leader in DEI.   Darcy Luoma, creator of Thoughtfully Fit®, is a Master Certified Coach, dynamic facilitator, and inspiring motivational speaker. She has worked as director for a U.S. Senator, deputy transition director for a governor, and on the national advance team for two U.S. presidential campaigns. As the owner and CEO of Darcy Luoma Coaching & Consulting, she’s worked in forty-eight industries with more than five hundred organizations to create high-performing people and teams. The media has named Darcy the region’s favorite executive-and-life coach four times. Darcy balances her thriving business with raising her two energetic teenage daughters, adventure travel, and competing in triathlons.
SCHEDULE
   
  • Session 1
 8:00am to 10:00am
  • Session 2 
 10:15am to 12:15pm










FEES    
  • GMA SHRM Member
Free - Advance registration positively required.
 

 
  • Student Member
 Free - Advance registration positively required.

 
  • Guest / Nonmember
$50 Either or Both Sessions
 

 
  • Guest Grant Registration

Not a member yet?

GMA SHRM has a limited number of Professional Grants available for potential members to attend one Professional Development Summit at no cost. 

If you are considering joining GMA SHRM, have a bona fide connection to Human Resources and would like to apply for one of these Professional Grants, please contact us at chapteradmin@gmashrm.org.
 

 


 

 











LOCATION  
 

 

Alliant Energy Center,
1919 Alliant Way,
Madison, WI 

 














For more information contact:

GMA SHRM Management Team
4075 Vilas Road
Cottage Grove, WI  53527
(608) 204-9814
fax (608) 204-9818
chapteradmin@gmashrm.org

Program Schedule subject to change.

 
 
https://greatermadisonareashrm.wildapricot.org/event-4893781