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Employee Financial Well-Being Conference

Differentiating Approaches Across Generations, Income Levels and Business Models
NOVEMBER 29 - 30, 2018 | W CHICAGO-LAKESHORE | CHICAGO, IL

November 29 - 30, 2018

Challenges You May Be Facing

Recent research shows that a company’s focus on employee financial well-being has a direct correlation to overall workforce productivity and business outcomes. But what strategies and programs actually help employees overcome financial stresses? How can your organization implement changes that will motivate, retain, and attract talent?

About the Conference 

This insightful, one-and-a-half day event will explore why employee financial well-being programs are an emerging imperative for talent and total rewards strategies. Learn from expert practitioners who will share case studies to lead you through the process: identifying how employee financial well-being impacts talent; developing strategies and programs to address specific needs; and monitoring results for effectiveness.

Attendees will benefit from action-oriented sessions designed to help you find the best path forward for maximum impact. Walk away with tools and insights for assessing the financial wellness of your workforce and how to design programs to benefit both your employees and the organization.

The Benefits to You

By attending this conference, you will 

  • Learn how leading companies align employee financial well-being with business strategy.
  • Examine emerging trends for designing employee financial wellness programs.
  • Understand how to use analytics to improve financial and other benefits programs.
  • Explore tools and techniques to help employees become educated benefits consumers.
  • Hear case studies about financial wellness programs and their business outcomes.
  • Collaborate, benchmark, and network with your TCB peers. 

Advisory Council Members include: 

  • Robert Centonze, Vice President, Total Rewards, Campbell’s Soup Company
  • Sandy Digilio, VP, Compensation, HRIS and HR Analytics, ESPN - Walt Disney Company
  • Kim Galgano, Head of Total Rewards Implementation, Johnson & Johnson
  • Janet Hunt, Vice President, Total Rewards, CSRA
  • Erin Ridge, VP, Total Rewards, Hartford Financial Services
  • Scott Rynearson, AVP Compensation and Benefits, BNSF
  • Dan Sheinkman, VP Compensation and Benefits, Freddie Mac
  • Jeff Wilson, Formerly Senior Vice President, Global Head – Total Rewards, TD Bank Group 

Who Should Attend 

This conference is designed exclusively for VPs, Directors, and Managers of: 

  • Human Resources
  • Total Rewards - Compensation and Benefits
  • Health and Wellness
  • Benefits
  • Retirement
  • Employee Engagement 

Earn Recertification Credits

CPE logo

Earn up to 11 CPE credits
Personnel/Human Resources
Requirements: Attendees must sign-in each day for full credit. Delivery Method: Group-Live; Program Level: Intermediate, Prerequisites: Bachelor’s degree or higher, Advanced Preparation: None

SHRM

This program has been pre-approved for 10 PDCs for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit www.shrmcertification.org.

HRCI

This program has been approved for 10 (HR (General)) recertification credit hours toward aPHR, PHR, SPHR, PHRca, GPHR, PHRi, and SPHRi recertification through the HR Certification Institute (HRCI). For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.

Three Things to Do Now  

1. Download the Agenda 

Download the agenda to get an idea of what to expect. 

2. Save the Date 

Block off your calendar for the following dates: 

  • November 29-30, 2018 at the W Chicago - Lakeshore 

3. Get Involved! 

If you would like to get involved in this year’s conference, please contact us.


 

LOCATION

W Chicago Lakeshore
644 Lakeshore Dr.
Chicago, IL 60611
Tel: 312-943-9200
Hotel cut-off date: 11/07/2018

Please Note: Registration fees do not include hotel accommodations. 

OUR MISSION

All proceeds support The Conference Board's educational, scientific, and not-for-profit mission.

Equifax - Employee Financial Well-Being 2018 - Associate Sponsorship
Grand Rounds - Financial Well-Being 2018 - Exhibition Sponsorship
WTW - Employee Financial Awareness Conference - Lead Sponsorship
SUPPORTING SPONSORS
CommonBond - Financial Wellness 2018 - Supporting Sponsor
ALSO SPONSORED BY
ROC Group (on behalf of Working Credit NFP) - Employee Financial Wellness 2018 - Topic Roundtables Sponsor
EXHIBITORS
Ayco - Financial Well-Being 2018 - Exhibition Sponsor
Brightside
AGENDA
NOVEMBER 29 - 30, 2018
W CHICAGO-LAKESHORE,CHICAGO, IL
November 29 - 30, 2018

Challenges You May Be Facing

Recent research shows that a company’s focus on employee financial well-being has a direct correlation to overall workforce productivity and business outcomes. But what strategies and programs actually help employees overcome financial stresses? How can your organization implement changes that will motivate, retain, and attract talent?

About the Conference 

This insightful, one-and-a-half day event will explore why employee financial well-being programs are an emerging imperative for talent and total rewards strategies. Learn from expert practitioners who will share case studies to lead you through the process: identifying how employee financial well-being impacts talent; developing strategies and programs to address specific needs; and monitoring results for effectiveness.

Attendees will benefit from action-oriented sessions designed to help you find the best path forward for maximum impact. Walk away with tools and insights for assessing the financial wellness of your workforce and how to design programs to benefit both your employees and the organization.

The Benefits to You

By attending this conference, you will 

  • Learn how leading companies align employee financial well-being with business strategy.
  • Examine emerging trends for designing employee financial wellness programs.
  • Understand how to use analytics to improve financial and other benefits programs.
  • Explore tools and techniques to help employees become educated benefits consumers.
  • Hear case studies about financial wellness programs and their business outcomes.
  • Collaborate, benchmark, and network with your TCB peers. 

Advisory Council Members include: 

  • Robert Centonze, Vice President, Total Rewards, Campbell’s Soup Company
  • Sandy Digilio, VP, Compensation, HRIS and HR Analytics, ESPN - Walt Disney Company
  • Kim Galgano, Head of Total Rewards Implementation, Johnson & Johnson
  • Janet Hunt, Vice President, Total Rewards, CSRA
  • Erin Ridge, VP, Total Rewards, Hartford Financial Services
  • Scott Rynearson, AVP Compensation and Benefits, BNSF
  • Dan Sheinkman, VP Compensation and Benefits, Freddie Mac
  • Jeff Wilson, Formerly Senior Vice President, Global Head – Total Rewards, TD Bank Group 

Who Should Attend 

This conference is designed exclusively for VPs, Directors, and Managers of: 

  • Human Resources
  • Total Rewards - Compensation and Benefits
  • Health and Wellness
  • Benefits
  • Retirement
  • Employee Engagement 

Earn Recertification Credits

CPE logo

Earn up to 11 CPE credits
Personnel/Human Resources
Requirements: Attendees must sign-in each day for full credit. Delivery Method: Group-Live; Program Level: Intermediate, Prerequisites: Bachelor’s degree or higher, Advanced Preparation: None

SHRM

This program has been pre-approved for 10 PDCs for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit www.shrmcertification.org.

HRCI

This program has been approved for 10 (HR (General)) recertification credit hours toward aPHR, PHR, SPHR, PHRca, GPHR, PHRi, and SPHRi recertification through the HR Certification Institute (HRCI). For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.

Three Things to Do Now  

1. Download the Agenda 

Download the agenda to get an idea of what to expect. 

2. Save the Date 

Block off your calendar for the following dates: 

  • November 29-30, 2018 at the W Chicago - Lakeshore 

3. Get Involved! 

If you would like to get involved in this year’s conference, please contact us.


 

Tracy Allie, Human Resources – Good Life/Time Away Manager, Allstate Insurance Company

Dawn Armenio, North America Pension and Benefits Design and Global Business Development Lead, IBM Corporation

Maria Artime, Senior Vice President Total Rewards, HBO

Anne Donovan Bodnar, Chief Human Resources Officer, Willis Towers Watson

Amanda Carney, Co-Founder and President, Working Credit NFP

Jamie Erickson, Vice President, Wealth Strategies, UnitedHealth Group Inc.

Ellen Frank-Miller, Senior Research Fellow & Adjunct Professor, Social Policy Institute at Washington University in St. Louis

Julie Gebauer, Global Head of Human Capital & Benefits, Willis Towers Watson

Melissa Gopnik, Senior Vice President, Commonwealth

Leigh Gross, Vice President, Business Development, CommonBond, Inc.

Bill Gulliver, North American Retirement Leader, Willis Towers Watson

Jason Herman, Executive Director, Morgan Stanley

Lisa Hunter, Program Director Councils, The Conference Board

Amy Johnson, SVP HR, Salt River Project

Karolyn Karl, Director, Change Management and Communication, Willis Towers Watson

Beata Kashani, Senior Director, Global Head of Talent and Rewards, Morton Salt

Sarah Krause, Global Retirement & Financial Well Being Strategy & Compliance Leader, Boeing Company

Kent Lingerfelt, SVP, Compensation and Benefits, Equifax Inc.

Michelle Mills, Manager, Americas Compensation & Benefits, IHG

Mary Moreland, Divisional Vice President, Compensation and Benefits, Abbott Laboratories

Erik Nilsen, Executive Director, Baseball Assistance Team (B.A.T.), Major League Baseball

Jason Podvin, Director, Global Benefits, Eastman Chemical Company

Dan Scheinkman, Vice President, Compensation, Benefits and Well-Being, Freddie Mac

Purnima Shah, Corporate Benefits Strategy Manager, Michelin North America

Mark Smrecek, Senior Consultant, Willis Towers Watson

Robin Wood, Director, Retirement Benefits, Ford Motor Company

Day One | Thursday, November 29, 2018

Registration and Continental Breakfast: 8:00 – 8:45 am 
8:45 – 8:50 am

Welcome and Opening

Lisa Hunter, Program Director, The Conference Board

8:50 - 9:50 am

Financial Well-Being: Starting Points and the End Goal

Taking the first step to launch, grow or change your financial wellbeing offerings is an action that follows vigilant consideration of workplace needs and goals. This session will offer the latest on global employee attitudes regarding financial wellbeing and the link between wellbeing, productivity and what employees value from employer-sponsored programs.

We will hear how United Health Group used financial stress research in a workforce diagnostic that helped serve as their roadmap for action -- from building the business case to monitoring progress.

Moderator: Karolyn G. Karl, Talent Consultant, Willis Towers Watson 

Julie Gebauer, Human Capital and Benefits Leader, Willis Towers Watson

Jamie Erickson, Vice President, Wealth Strategies, United Health Group

9:50 - 10:45 am

Financial Health and the Impact on Employee Wellbeing, Engagement, and Productivity 

This discussion will explore how financial wellbeing connects with overall wellbeing and how an organization’s philosophy on financial wellbeing can be critical to improving outcomes and supporting the whole employee. We will hear how Boeing and Ford are expanding their view to be inclusive of a holistic and global wellbeing model. And, we’ll hear how they used messaging and a cohesive approach across various partners to reach diverse employee populations.

Sarah Krause, Global Retirement & Financial Well Being Strategy & Compliance Leader, Boeing

Robin Wood, Director, Retirement Benefits, Ford Motor Company

10:45 – 11:00 am: Networking Break
11:00 am - 12:15 pm

Financial Well-Being: Across Generations, Income Levels and Business Models

Speakers will address complementary topics to demonstrate the range of needs and programs: 

  • Amanda Carney, Co-Founder and President, Working Credit NFP Credit building as a uniquely effective lever to improve employee financial health.  Our speaker will discuss how focusing on credit score health and literacy for all employees has created the foundation of financial wellness across age groups and income levels.
  • Ellen Frank-Miller, Senior Research Fellow & Adjunct Professor, Social Policy Institute at Washington University in St. Louis – Solid research is critical to designing and refining offerings.  Presenter will share findings from several rigorous studies of employers' financial wellness programs that are geared toward their low- to moderate-income (LMI) employees.
  • Melissa Gopnik, SVP, Commonwealth will share how smaller businesses, whose business models allow for more limited investments in new benefits, can build employee financial wellness approaches into their existing practices.
  • Beata Kashani, Senior Director, Global Head of Talent and Rewards, Morton Salt will discuss how Morton Salt successfully worked through the “employee reach challenge” with employees in many locations, varying use of technology and various socioeconomic levels.
12:15 – 1:15 pm: Lunch – Topic Tables (Consult seperate list to select your table)

Sponsored by Working Credit

1:15 - 2:15 pm

Data Driven Approach to Evaluating and Implementing Student Loan Debt Programs

As financial wellness is becoming more important to employees, companies are increasingly aware of the need to offer student loan benefits. Our panelists will discuss how they arrived at the conclusion that student loan benefits were an essential piece of their benefits offering. The conversation will also touch on the type of student loan benefits they chose to offer and how they will measure the effectiveness of their student loan program moving forward.

Leigh Gross, VP of Business Development, CommonBond

Tracy Allie, Human Resources Manager, Allstate Insurance

Dawn Armenio. North America Pension and Benefits Design and Global Business Development Lead, IBM

Jason Herman, Executive Director, Morgan Stanley Wealth Management

Purnima Shah, Corporate Benefits Strategy Manager. Michelin North America 

2:15 - 3:15 pm

Fueling Improved Retirement Readiness within Financial Wellbeing Strategy

One of Arizona’s largest utilities, will share their approach to broad financial wellbeing with a retirement focus. We’ll walk through their experience with 1:1 counselling through a vendor, the impact of total reward statements, where they have had success and lessons learned.

Amy Johnson, SVP, HR, Salt River Project

Mark Smrecek, Senior Consultant, Willis Towers Watson

3:15 - 3:40 pm: Networking Break
3:40 – 4:50 pm

Working with Partners to Meet the Changing Financial Well-Being Challenges

The need to leverage partners for workplace financial wellness is more relevant and vital than ever. Employers often lack visibility into the varied financial needs of their workforce. As a default, HR leaders rely on limited inputs or large assumptions to make costly program decisions. Learn how can you take the guesswork out of moving the needle on financial wellness. This discussion will showcase how companies have leveraged data partners to quantify and accelerate financial well-being priorities for HR. You’ll see how these insights can facilitate the Benefits business case and plan design, and measure program effectiveness, to truly improve the state of financial wellness for employees. It will also provide insight into the power of partnerships to extend the reach of the HR team with resources from their partners.

Kent Lingerfelt, SVP Compensation & Benefits, Equifax

Michelle Mills, Americas Compensation & Benefits, InterContinental Hotels Group Company

4:50 – 5:00 pm

Closing Remarks and End of Day One

5:00 - 6:00 pm: Networking Reception

Sponsored by Willis Towers Watson

Day Two | Friday, November 30, 2018

Registration and Continental Breakfast: 8:00 – 8:45 am
8:45 – 8:50 am

Opening – Day 2

Lisa Hunter, Program Director, The Conference Board

8:50 – 9:45 am

Pioneering New Programs to Change the Math of Savings

Historic levels of student debt have forced many people to choose between saving for their futures and paying off school loans. Employers are also seeing the pressure of debt management lead manifest at the workplace. This discussion will offer insight on what issues Willis Towers Watson is seeing most often on this topic and the type of actions employers are taking.

In addition, we’ll hear directly from Abbott on their groundbreaking program, Freedom 2 Save, which was covered in a recent IRS private letter ruling and is changing the math of retirement savings for much of their workforce

Bill Gulliver, North American Retirement Leader, Willis Towers Watson

Mary Moreland, Divisional Vice President, Compensation and Benefits, Abbott Labs

9:45 – 10:15 am

Critical Pivots: Pushing Forward on Financial Wellbeing While Navigating Change

The effect of poor financial wellbeing in the workplace is tangible so pushing for program evolution is critical, even in times of change. This discussion will profile how Willis Towers Watson evaluated financial wellbeing in light of growing businesses and workforces due to their most recent merger. We will hear how the role of technology in defined benefit choice and in their financial wellbeing program overall has evolved over time. And, we will learn what approaches to analytics have been most valuable.

Anne Bodnar, Chief Human Resources Officer, Willis Towers Watson

10:15 - 10:30 am: Networking Break
10:30 - 11:30am

One Size Rarely Fits All: Highlights of Special Programs

This session will feature a discussion of how insight from employee resource groups and employee feedback helped these organizations identify needs within their employee populations and the creative approaches they have taken to improve employee financial well-being.

Maria Artime, SVP Total Rewards, HBO

Erik Nilsen, Executive Director, Baseball Assistance Team (B.A.T.) - Major League Baseball

Jason Podvin, Director, Global Benefits, Eastman Chemical Company

11:30 am - 12:15 pm

Developing the Road Map to Change Behavior

Providing industry leading benefits has always been marketplace differentiator for Freddie Mac. However, a one-size fits all strategy did not provide the range of financial wellness offerings to help employees during specific career stages and life events.  With a renewed focus on enabling its employees to live their best life, Freddie Mac has developed a strategy to address the specific segments of their workforce and will share an example of how they are putting this in action through a unique approach to the student loan debt repayment program.  

Dan Scheinkman, Vice President, Compensation & Benefits, Freddie Mac

12:15 - 12:30 pm

Closing Remarks

Equifax - Employee Financial Well-Being 2018 - Associate Sponsorship
Grand Rounds - Financial Well-Being 2018 - Exhibition Sponsorship
WTW - Employee Financial Awareness Conference - Lead Sponsorship
Supporting Sponsors
CommonBond - Financial Wellness 2018 - Supporting Sponsor
Also sponsored by
ROC Group (on behalf of Working Credit NFP) - Employee Financial Wellness 2018 - Topic Roundtables Sponsor
Exhibitors
Ayco - Financial Well-Being 2018 - Exhibition Sponsor
Brightside