Workforce planning is no longer just a headcount exercise. As organizations face tighter budgets, evolving skill needs, and constant change, leaders need better insight into how people data connects to business outcomes.
This webinar explores how HR and Finance leaders can move beyond static reports and start using workforce intelligence to make more informed, forward-looking decisions. Paylocity’s Shari Simpson will discuss how to align people data with financial planning, identify emerging workforce risks, and create shared visibility that supports smarter, more confident planning.
Key Objectives:
- Understand how workforce intelligence supports more effective planning, forecasting, and resource decisions across HR and Finance.
- Identify common gaps in workforce data that limit planning accuracy and cross-functional alignment.
- Explore practical ways HR and Finance partners can use people insights to anticipate skills needs, manage costs, and support business strategy.
Meet the Presenter
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Shari Simpson
Dr. Shari Simpson, Ed., is the Senior Manager of Thought Leadership at Paylocity and a nationally recognized voice in human resources, leadership development, and workplace innovation. With more than 20+ years of experience in HR, Shari brings deep expertise across talent strategy, learning and development, employee relations, and organizational culture, paired with a strong academic foundation and a practitioner’s perspective. Shari is known for blending research, storytelling, and practical insight to make complex topics accessible and actionable.
Shari holds a Doctor of Education in Leadership and Innovation, along with an MBA, a Master of Human Resource Management, and a SHRM-SCP certification. Her doctoral research focused on how generational differences in learning preferences and competency clarity influence the effectiveness of HR professional development, with an emphasis on adaptive learning, digital self-efficacy, and organizational support. This work directly informs her approach to modern leadership, workforce development, and HR transformation.
At Paylocity, Shari leads and contributes to high-impact thought leadership initiatives, including national webinars, research-driven content, conference programming, and executive conversations that help HR and business leaders navigate complexity, change, and emerging workforce trends. She is also the host of the HR Mixtape podcast, where she brings together HR leaders, executives, and subject-matter experts to explore real-world challenges shaping the future of work.
Outside of work, she is a proud mother of three sons, including one veteran and two active-duty members of the U.S. Navy, an avid reader, and a devoted dog mom. She has been married for more than 26 years to a fire service leader, further grounding her perspective in service, leadership, and resilience.
SHRM certification has approved this webinar for 1 PDC toward SHRM-CP or SHRM-SCP recertification. A program code will be provided at the end of the webinar.