Chief Benefits Officer at Wisconsin Department of Employee Trust Funds.
Work Email
p*****@etf.wi.gov
Direct Phone
+1 (***) ***-****
LinkedIn URL
linkedin.com/in/••••••••
Employing Organization
Team
Decision makers at Wisconsin Department of Employee Trust Funds
Administrative Manager / Deputy Administrator
Administrator, Division of Technology, Security and Data Services
Assistant Deputy Secretary
Bureau Director, Budget, Contract Administration, and Procurement
Bureau Director/Chief Data Officer
Key decision makers in the same organization
Organization Signals
Board meetings, strategic plans, and buyer signals from Patti Epstein’s organization
The committee convened to conduct interviews for the recruitment of the Employee Trust Funds Secretary. The meeting consisted primarily of a closed session dedicated to these recruitment efforts, followed by a brief return to open session to announce that no formal action had been taken during the closed discussions.
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This document reviews the accomplishments of the FY25 Strategic Plan and introduces the FY26 Strategic Plan. The plan outlines a framework consisting of goals, supporting objectives, and strategic initiatives across four key areas: Customer Experience, Performance and Process Management, Talented Workforce, and Modern Technologies. It also details 10 strategic initiatives for FY26, including both continuing and new phases, to drive progress and achieve organizational goals, with an emphasis on measuring outcomes via a scorecard.
The committee agenda includes the election of officers, reviews of Office of Internal Audit project reports regarding annuity calculations and employer compliance for the Wisconsin Retirement System, and updates on data analytics initiatives and strategic planning. Additionally, the committee will consider the internal audit plan for the upcoming fiscal year and review audit plan updates, including open issues reports and insurance administration system oversight.
The meeting includes a review of board agenda items, an accomplishments report for the Executive Committee covering the recent quarter, and a quarterly human resources report. The committee will also discuss future items for consideration.
Extracted from official board minutes, strategic plans, and video transcripts.
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