Striking the Right Balance: Investing in Technology and the Workforce

Date / Time


This is a virtual event, accessible online and over phone. Access instructions will be provided after registration.


This is a complimentary program sponsored by Vistra.

As emerging technology continues to radically change the global workforce, HR professionals are increasingly relied upon to manage the ever-changing needs of their organizations and employees. While automation and artificial intelligence have the potential to eliminate or ease certain job functions, superior human capital remains at the core of competitive and innovative companies. How can HR leaders leverage new technology to help their businesses run more efficiently while also fostering the soft skills employees need to perform successfully in high-touch environments?

This webinar will offer insights into how leading companies are balancing investments in technology with investments in their workforce to thrive in a rapidly changing world.

Educational Objectives:

•  Identifying and evaluating technology and human capital needs
•  Making the business case for bolstering investments in these areas
•  Best practices for cross-functional collaboration to support the future of work

Who would benefit most from attending this program?

Business Leaders in HR, IT, finance and strategy 


Stephen S. Chipman
  • Group Managing Director, International Expansion Services
  • Vistra

Stephen joined Vistra in May 2018 when the firm acquired Radius, a US-based international expansion services firm. Stephen was appointed as Group Managing Director of Vistra International Expansion Services.  Preceding this, he was the Chief Executive Officer of Radius. He was responsible for guiding the organization to achieve its goal of becoming the US market leader in international expansion services, achieving double-digit growth in sales performance and EBITDA culminating in a successful sale of Radius to Vistra. Stephen is a recognized global leader and experienced CEO with a lifelong passion for international business and successful global growth.

Before joining Radius, Stephen capped his 34 year career with Grant Thornton as CEO in the U.S. where he led the $1.5 billion firm through the post financial crisis period, returning it to growth with double-digit increases in revenue and profitability. Prior to this role, Stephen was CEO of Grant Thornton in China where he headed the restructuring of start-up operations to create a national firm with more than 2,500 people in 17 offices.

A US and British citizen, Stephen is a certified public accountant in Illinois and Texas as well as a chartered accountant in England and Wales. Stephen was educated in the UK and attended Plymouth College and Plymouth Polytechnic. He is based in Boston, MA.

Stephen Poor
  • Partner
  • Seyfarth Shaw

Mr. Poor is chair emeritus of Seyfarth Shaw LLP, serving as an advisor to the firm’s leadership and as an executive sponsor of strategic initiatives focused on innovation and growth. He served as chair of the firm from 2001 - 2016, leading the transformation of Seyfarth into an international law firm at the forefront of innovation. During his 15-year tenure, Seyfarth grew from nearly 500 lawyers to more than 850 lawyers around the globe.

At the same time, Mr. Poor emerged as one of the most influential leaders in the legal industry. Focused on improving service delivery and the client experience, he pioneered the application of Lean Six Sigma in legal service delivery and the development of the Seyfarth’s award-winning client service model, SeyfarthLean®. In recognition of this work, Poor was named the 2011 Legal Innovator of the Year by the Financial Times, as well as one of Law360’s Most Innovative Managing Partners in 2012. Today, SeyfarthLean represents one of the industry’s most recognized and successful client service models.

In 2016, Mr. Poor received the prestigious Flex Leader Award from the Diversity & Flexibility Alliance which is awarded annually to a general counsel or law firm chair who promotes a more diverse and inclusive workplace through holistic flexibility. He was honored for his demonstrated leadership, dedication and tireless efforts to ensuring that flexibility policies at Seyfarth are a part of the firm’s culture.

Mr. Poor also served on the firm’s Executive Committee from 1998 - 2016. During his career at Seyfarth, he was a partner in the firm’s Labor & Employment department, and served as department chair from 1994 - 1998.

Mr. Poor started his career with Seyfarth as an employment lawyer with particular focuses on trial work and ERISA litigation.  He regularly speaks on topics relating to law firm management, including partner compensation systems, change management in the law firm environment and the application of process improvement techniques to the practice of law.

Jackie Marks
  • Chief Financial Officer
  • Mercer

Jackie has worked in finance for nearly 20 years, joining Mercer in the spring of 2018 as the CFO. Jackie is passionate about building a streamlined organization with shared goals that focus vigorously on the growth and operational health of the organization.

Previously, she held CFO roles at Thomson Reuters, private equity firms and Siemens AG.

At Thomson Reuters, Jackie served as CFO of Enterprise, Technology and Operations, as well as CFO of Reuters Editorial. She was the finance leader in the company’s recent Transformation Program, driving significant top and bottom line benefits.

Jackie has lived and worked in the United States, London and, most recently, Switzerland. She is now living in the New York area with her family. Jackie is originally from Pennsylvania and attended the University of Central Florida, where she earned a Bachelor's of Science in Business Administration.

Continuing Education

1.0 HRCI, 1.0 HRCI Global, 1.0 SHRM, 1.0 General COA
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