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• Investments and Retirement Plans

  • When
    Thursday, June 19, 2025
  •  
    12:00 PM - 1:00 PM
  • Location
    Silo 1604 - 434 N Loop 1604 W; San Antonio, TX 78232

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  Insights into how 401(k) Plan Sponsors are strengthening their plans and navigating a dynamic retirement benefits landscape.

  Speakers Bio:

  
  

  John came to San Antonio in 1994 to attend Trinity University. After planning to be an Engineer, he quickly realized that the world of finance was his true passion. As a freshman, he changed his major from engineering to finance and embarked on his career in 1998 with Morgan Stanley. Loving the financial markets and being a natural problem solver, John quickly gained favor with clients in the areas of planning and collaboration on complicated financial situations. These core abilities led John to a focus on the corporate retirement plan world. He formed The Abeyta Bueche & Sanders Group at Morgan Stanley in order to more effectively help serve the complexities of institutional clients in the 401(k) & 403(b) marketplace. He is a Corporate Retirement Director at Morgan Stanley and sits on Morgan Stanley’s Corporate Retirement Directory Advisory Board. John primarily works with small businesses and institutions where he consults with plan sponsors of ERISA qualified plans helping them fulfill their fiduciary responsibilities and to create more successful retirement outcomes for their employees. He provides 3(21) and 3(38) fiduciary services from Morgan Stanley for the retirement plan marketplace. His strengths are in investment management, comprehensive solutions and strategic advice. His passion for giving balanced, fair advice along with his experience makes him both an excellent advocate and mentor to help others. Over his career he has earned respect and recognition for his expertise in Corporate Retirement including recent recognition as NAPA Top DC Advisor Teams for 2019, 2020, 2021, 2022, 2023, and 2024. John is quick to help and quick to respond. He works with all levels of employees, executive teams, and boards of companies. Both clients and colleagues appreciate

  John’s professionalism, precision and depth of financial knowledge while often being surprised by his sociable and quirky sense of humor in non-business settings. Originally from the Washington state area, John has spent most of his life in Texas. He enjoys spending time on the beach and in the mountains along with volunteering for various non-profit organizations and travelling with his family from the Texas Gulf Coast to Lake Tahoe.

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• Transparent Healthcare Plans-Surest

  • When
    Thursday, July 17, 2025
  •  
    12:00 PM - 1:00 PM
  • Location
    Silo 1604 - 434 N Loop 1604 W; San Antonio, TX 78232

  Register

  Join us to learn about what Surest can offer you! Surest began serving clients and members in 2017 and they are now the fastest growing employee-sponsored health plan at UnitedHealthcare.

  
  

  Their clients range from small, family-owned companies at a single location to Fortune 100 employers with employees across the country. Our members come from diverse backgrounds and with a variety of health care needs. Surest will be sharing the following information:

  • No deductible or coinsurance
  • Members see copay in advance of seeking care
  • Copays are lower for providers evaluated as high value. When members choose more efficient care options, they may find opportunities to save and lower the total cost for employers.
  • Surest bundles related services across the care team into a single employee encounter, which may minimize unexpected bills. 

  
  

  Speakers Bio:

   

  Amanda Rees has 20 years of experience in the insurance industry, Amanda Rees has built a robust career spanning service, renewals, and sales. As a military spouse, Amanda has had the unique opportunity to live in various states and work with different carriers, enriching her expertise and adaptability.

  
  

  Currently, Amanda serves as a Large Group Account Executive in San Antonio, collaborating with UHC and UMR, and has a particular fondness for Surest. Her passion for helping people shines through in her work, where she thrives on assisting clients in challenging situations.

  Outside of her professional life, Amanda enjoys the company of her beloved fur babies—two dogs and four cats. With a servant's heart, she finds joy in making a positive impact on others' lives.

  

  Craig Ulrich is the Key Account Sales Account Executive for Surest Health Plans, a UnitedHealthcare company. He brings over 25 years of experience in the employee benefits space. Craig is a subject matter expert and responsible for the distribution of the Surest product in the Oklahoma, Texas & Kansas Mid-Market region. Prior to Surest, Craig has held leadership and sales roles within regional and national health insurance carriers and insurance brokerage firms. Craig is passionate about innovating and disrupting insurance to make health care accessible and affordable for people and their employers

  
  

  
  

  We are excited to have this event sponsored by United Healthcare.  This sponsored lunch will provide a discounted luncheon to our members.  

  
  

  Thanks you for the sponsorship United Healthcare - 

  
  

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• Texas Total Rewards Conference - Houston, TX

  • Start
    Sunday, August 17, 2025
  •  
    5:00 PM
  • End
    Tuesday, August 19, 2025
  •  
    5:00 PM
  • Location
    Hilton Houston Post Oak by the Galleria

  

  Every year TTRC is the region's premier Total Rewards industry education and networking event.  This conference is designed by leading Total Rewards executives. Sessions are built to address real-world issues and feature nationally recognized subject matter experts. Join us and learn from those who have successfully implemented solutions to the most challenging Total Rewards challenges. 

  Your Registration Fee Includes:
  

  • Access to Keynote Presentations, Educational Sessions, and Exhibits
  • All Educational Materials
  • Conference App
  • Breakfast and Lunch Each Day
  • Networking Events

  The conference will be held at the Hilton Houston Post Oak Hotel. For more information about the event, please click the link below.

  
  

  Register
  

  
  

  
  

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• Painting with a Twist - Social & Fundraiser

  • When
    Thursday, September 18, 2025
  •  
    5:30 PM - 7:30 PM
  • Location
    Painting With A Twist - 8910 Bandera Rd, Ste 205 San Antonio NW, TX 78250

  
  

  STXCaBA Painting with a Twist Social & Fundraiser
  

  

  Join Us for a Fun and Creative Evening at Painting with a Twist!
  

  Come relax and unwind with us for a casual and enjoyable social evening—open to everyone, whether you're a member or not! It’s the perfect opportunity to de-stress after a busy workday, have a blast, and let your creativity shine through painting.

  This event also serves as a fundraiser to support the South Texas Compensation & Benefits Association, so your participation will help support a great cause.

  Please note, our Painting with a Twist sessions are all about having fun and tapping into your creative side, not formal art lessons! Bring your favorite adult beverages and snacks to enjoy. We provide cups and corkscrews, but be sure to bring your own ice, as well as any eating or serving utensils.

  We can’t wait to see you there and share this fun experience together!

  Register Here
  

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• Where You Work Matters (or Does It?) - Virtual Event

  • When
    Thursday, October 16, 2025
  •  
    11:00 AM - 12:00 PM
  • Location
    Virtual Event

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  Where You Work Matters (or Does It?) - Virtual Event
  

  Considering geographic differentials in the midst of remote work, hybrid and return to office mandates. Whether your staff is remote, hybrid or fully in-office, how do you navigate the modern labor market? Is your local labor market actually just local?

  Speakers Bio:

  
  

  
  

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• Holiday Social - December 2025

  • When
    Thursday, December 18, 2025
  •  
    11:30 AM - 1:30 PM
  • Location
    TBD
  • Spaces left
    40

  

  2025 STXCABA Holiday Social

  It's time to celebrate the South Texas Compensation & Benefits Association's (STXCABA). Join us at Silo 1604 for our Annual Holiday Social, a delicious lunch, games and prizes, and contribute to the SAMMinistires all at the same time. 

  

  Date: December 18, 2025
  Time: 11:30 a.m. - 1:30 p.m.
  Location: TBD

  

  In addition to our upcoming interactive Holiday Social, STXCABA is proud to participate in our annual charity drive. This year, we are focusing on collecting essential toiletries to support individuals facing homelessness. We invite you to contribute in one of the following way:

  Personal In-Person Donation

  During the Holiday Social, we will be collecting new toiletry items. Items needed include:

  • Toothbrushes and toothpaste
  • Shampoo and conditioner
  • Lotion
  • Deodorant
  • Hairbrushes and combs
  • Disposable razors
  • Feminine hygiene products

  Refer a Friend

  Encourage a friend to join the South Texas Compensation & Benefits Association. Visit our website by clicking the following link http://STXCABA.org.

  We hope you will join us in making a positive impact this holiday season. Your participation will enable us to support SAMMinistries and provide essential toiletries to those in need.

  Warm regards,

  South Texas Compensation & Benefits Association

  
  As a token of appreciation, we will be raffling off a selection of exciting door prizes!

  Please submit your RSVP no later than 5:00 p.m. on TBD. We look forward to seeing you at the Holiday Social!

  
  

  *Due to the coordination required for this event, walk-ins, non-members and no-shows will be charged $50.00 and are strongly discouraged.*

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