Small Company HR Summit
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The Small Company HR Summit is designed with your pain points in mind. Network with others in your shoes and get strategies for succeeding as a department of 1, 2 or 3. We’ll cover essential HR topics like CA employment law, employee relations and management skills – all from your unique perspective.

When: Thursday, October 29, 2015
From 8:00 AM until 4:30 PM
Where: SF Green Space
657 Mission Street, Suite 200
San Francisco, California  94105
United States

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Summit Details

Registration: NCHRA Members $270 / General $340   Bring a colleague for 50% off!


Qualifies for 6 SHRM Professional Development Credits (PDCs) 
6 General/1.25 California HRCI Recertification Credits


Our Sponsors






Are YOU the HR Department?

Practitioners who work in small HR departments know the challenge of producing results without the support of a large staff. Small department = Big job! How do you manage your overwhelming to-do list of small tasks while tackling big-picture strategic decisions? 


The Small Company HR Summit is designed with your pain points in mind. Network with others in your shoes and get strategies for succeeding as a department of 1, 2 or 3. We’ll cover essential HR topics like CA employment law, employee relations and management skills – all from your unique perspective. 


Ideal For
Office managers
Administrative assistants
Vice presidents



8:00-8:30am: Registration & Opening Remarks

8:30-9:45am: The Relationship Triad: Influence, Relationship Building & Managing Up
Marvell Allen, MA, CLTMC, CCMC, Principal Consultant, Millennium Career Advantage
While there will always be major aspects of the HR role that are tactical and administrative, your ability to successfully build relationships, and manage up (and across) your organization proves a much more difficult endeavor – even more so in smaller HR departments. Discover several techniques for building relationships and improving your influencing skills, plus find out why this matters! You’ll leave the session with a greater leadership perspective and be poised to increase your organizational impact . 

9:45-10:05am: Break


10:05-11:20am: Small Mistakes, Big Lawsuits: Keeping Up with CA Employment Law  
Maureen Bogue, Esq., Partner, Pacific Employment Law LLP
Certain employment laws apply regardless of your size, and keeping up with sometimes overlapping and sometimes contradictory state and federal employment laws proves a full-time job even for the largest of companies. Learn the top five areas in which California employers run afoul of the law and get solutions for risk avoidance and litigation prevention. Plus, make the business case for implementing these solutions. You’ll leave with an update on recent legal developments from the EEOC, the NLRB and the California legislature. 

11:20-11:40am: Break

11:40am-12:55pm: ER for HR: Documenting Employee Performance and Misconduct Issues
Jane Kow, Esq., Founder and Employment Lawyer, HR Law Consultants
Proper documentation of employee performance is often the first thing tossed aside with everything else you’ve got to do. But unfortunately, this can cost you if an employee later files a claim. Learn practical guidelines for clearly and effectively documenting and communicating concerns about employee misconduct and performance issues, including complaints of discrimination and harassment. You’ll leave the session armed with templates and the knowledge to create bullet proof disciplinary memos. 

12:55-2:00pm: Networking Lunch


2:00-3:00pm: 5 Effective Strategies to Enhance Benefits, Control Costs and Comply with the ACA
Christine Petrocelli, SPHR, Co-Founder, Progressive Benefit Group
The Affordable Care Act has changed the healthcare landscape - requiring more robust benefit coverage for all health plans. Discover smart strategies small businesses can use to combat the unsubstantiated rate increases and higher premiums, and find out how to comply with new record keeping requirements. You’ll also learn fun and strategic ways to improve your employee benefit offering without increasing costs…beginning with identifying what programs and services employees find valuable. 


3:00-3:15pm: Break

3:15-4:30pm: Lean and Powerful: Efficient Recruiting for Small HR Departments
Margaret Graziano, CEO, KeenAlignment

Recruiting and hiring easily represents one of the most impactful parts of your job, and also the biggest challenge. Find out how to implement a keen employee selection process to ensure you hire the right people for the right role for the right reasons. You’ll learn practical ways to evaluate a candidate as a whole person and confidently hire someone highly qualified, interested and capable of performing the job, as well as someone who fits into the company culture and philosophy.



About the Presenters

Marvell Allen, MA, CLTMC, CCMC, Principal Consultant, Millennium Career Advantage

Marvell has been the Principal Consultant & certified Career Management & Leadership/Talent Management Coach, for Millennium Career Advantage, a professional consulting and coaching practice, since 2008.  Her expertise includes the design & facilitation of strategic learning initiatives, career & leadership seminars, workshops, & conference programs, as well as motivational presentations on several career & professional topics, across several industries. She is a sought after speaker, mentor and consultant supporting professional women and people of color as they expand and grow their careers in the corporate, academic, & not-for-profit arenas. Current & past clients have included such organizations as Genentech, Cisco, Union Bank, Hewlett-Packard, Aspera, Goodwill Industries, UC Berkeley, SanDisk, St. Mary's College, Bellarmine College Preparatory, Institute on Aging, Dominican University of California, First Graduate, & UCSF. Marvell’s corporate experience includes the Federal Reserve Bank of San Francisco where she was an award-winning Sr. Learning & Organizational Development (OD) Specialist responsible for career development, organizational training & coaching, and manager/leader strategic consultation.  

Maureen Bogue, Esq.,Partner, Pacific Employment Law LLP

Maureen has over 20 years of experience as an employment litigator, representing clients through trial and arbitration. She has represented employers of all sizes in state and federal courts and in arbitration. She has significant experience defending employers in wage and hour claims (including class actions), as well as claims for discrimination, harassment, failure to accommodate and related employment claims. She also represents employers in OFCCP, EEOC and EDD audits. Having previously served as in-house counsel for a global company, Ms. Bogue provides strategic and business-oriented advice on complicated employment issues and serves as “back up” in-house employment counsel when needed. She regularly advises employers on issues such as leaves of absence, disability accommodation and performance management. In addition, she is a sought-after workplace investigator and has significant experience in management/executive training and coaching.  


Margaret Graziano, CEO, KeenAlignment

Magi Graziano is a speaker, Executive Coach, Certified Employee Retention Specialist and Trainer and an Organizational Development Specialist. Award winner, Women Business Owner of the Year, and Most Influential Women Business Leader – Magi has more than 20 years’ experience in the talent acquisition and workforce optimization industry. She draws on real-world, hands-on experiences that challenge existing talent management paradigms. Her captivating presentations provide her customers with actionable, practical ideas to maximize employee effectiveness and ability to create high-performing teams. For more information on Magi please visit

Jane Kow Esq., Founder and Employment Lawyer, HR Law Consultants
Jane has provided employment law advice, workplace training and human resources consulting services for employers for over 20 years.  After graduating from NYU School of Law in 1993, she practiced at national law firms, and as Senior Counsel at a Silicon Valley based company with 75 locations worldwide, before founding HR Law Consultants in 2002.  Her firm focuses on advising, training, auditing and investigating workplaces to ensure compliance with federal, state and local workplace laws.  She taught Employment Law at UC Berkeley and Legal Issues of Supervision at San Jose State University.  She is a frequent speaker at conferences sponsored by human resources, legal, disability organizations, and government agencies.  She appeared on the “Know Your Rights” radio program on KALW 91.7 FM (part of the NPR digital network) and recently testified at the EEOC headquarters in Washington, DC on preventing workplace harassment in text messages, blogs and social media.

Christine Petrocelli, SPHR, Co-Founder, Progressive Benefit Group
Christine Petrocelli, SPHR is the co-founder of Progressive Benefit Group, headquartered in Santa Cruz, CA. She has been active in the health insurance industry for 17 years designing personalized comprehensive benefit packages for employers locally and nationwide. Progressive Benefit Group was founded in 2001 and has become a leader in the corporate benefits industry. PBG specializes in working with mid to large employers to gain greater control of costs through employee engagement, wellness, and compliance and risk management solutions. Christine has been consulting with employer groups on Federal and State compliance topics such as ACA, FMLA, ADA, FLSA and OSHA since 2001. In addition she developed PBG’s Training Academy. As the head trainer she delivers AB 1825 & AB 2053 supervisor trainings monthly and custom management development trainings as needed by the clients she serves.









Cancellations received less than seven calendar days from the program date are not refundable. If cancellation within seven days of the program is unavoidable, a credit for a future event will be granted, minus a $75 administration fee ($15 for regional meetings and Webinars). Credits must be used within one year of issue. A substitute attendee is allowed at the applicable NCHRA member/non-member rate in lieu of credit. Separate cancellation policies apply for the HR West Conference and Certification Preparation Courses.