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Employee Financial Well-Being Conference

Using Data and Analytics; Integrating Programs and Practices; Alleviating Financial Fragility
DECEMBER 05 - 06, 2019 | DALLAS MARRIOTT CITY CENTER | DALLAS, TX

December 05 - 06, 2019

About the Conference

Anxiety about finances can lead to distraction at work, absenteeism, and high turnover. Overall, employers report $250 billion lost each year due to employee stress, with one in three workers admitting to being less productive because of financial worry.

And it’s more than that - four of five employers now incorporate physical, emotional, financial, and social well-being programs into their benefits. This requires understanding employees’ wants and needs and providing enhanced choice and flexibility. What is your corporation doing to attract and keep your employees happy and healthy? 

The Employee Financial Well-Being Conference will examine the social and economic impact of employee financial precarity at all levels and what progressive employers are doing to address this critical problem with integrated well-being solutions.  The Conference will explore a range of issues including:

  • Your Employees Are Probably Stressed About Money. And That Stress is Probably Affecting Their Work
  • Change Your Plan Design to Match Your Employees’ Needs
  • Building Employees’ Financial Health Can Differentiate Your Company in the Marketplace
  • Student Loan Benefits May Be the Recruitment Tool You Need
  • Meet Employees Where They Are, Whether That’s Early or Late in Their Working Lives
  • Financial Wellness for the Frontline Worker

Who Should Attend 

This conference is designed especially for Vice Presidents, 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 12.5 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

HRCI

This program has been approved for 10.25 (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.

SHRM

This program has been pre-approved for 10.25 PDCs for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit www.shrmcertification.org.

Get Involved

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

LOCATION

Dallas Marriott City Center
650 North Pearl Street
Dallas, TX 75201

Please Note: Registration fees do not include hotel accommodations. To book a discounted room, click here.

OUR MISSION

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

LEAD SPONSOR
WTW - Employee Financial Well-Being - Lead Sponsor
SUPPORTING SPONSORS
CommonBond - Employee Financial Well-Being 2019 - Supporting Sponsor
Equifax - Employee Financial Well-Being Conference
MetLife - Employee Financial Well-Being 2019 - Supporting Sponsor
SoFi- Employee Financial Well-Being 2019 - Supporting Sponsor
ASSOCIATE SPONSORS
Ayco/Goldman Sachs - Financial Well-Being 2019 - Associate Sponsor
Brightside - Associate - 2019 FWB V2
Morgan Stanley - Employee Financial Wellness 2019 - Associate Sponsor
EXHIBITION SPONSOR
Banzai, Inc.
AGENDA
DECEMBER 05 - 06, 2019
DALLAS MARRIOTT CITY CENTER,DALLAS, TX
December 05 - 06, 2019

About the Conference

Anxiety about finances can lead to distraction at work, absenteeism, and high turnover. Overall, employers report $250 billion lost each year due to employee stress, with one in three workers admitting to being less productive because of financial worry.

And it’s more than that - four of five employers now incorporate physical, emotional, financial, and social well-being programs into their benefits. This requires understanding employees’ wants and needs and providing enhanced choice and flexibility. What is your corporation doing to attract and keep your employees happy and healthy? 

The Employee Financial Well-Being Conference will examine the social and economic impact of employee financial precarity at all levels and what progressive employers are doing to address this critical problem with integrated well-being solutions.  The Conference will explore a range of issues including:

  • Your Employees Are Probably Stressed About Money. And That Stress is Probably Affecting Their Work
  • Change Your Plan Design to Match Your Employees’ Needs
  • Building Employees’ Financial Health Can Differentiate Your Company in the Marketplace
  • Student Loan Benefits May Be the Recruitment Tool You Need
  • Meet Employees Where They Are, Whether That’s Early or Late in Their Working Lives
  • Financial Wellness for the Frontline Worker

Who Should Attend 

This conference is designed especially for Vice Presidents, 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 12.5 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

HRCI

This program has been approved for 10.25 (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.

SHRM

This program has been pre-approved for 10.25 PDCs for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit www.shrmcertification.org.

Get Involved

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

Garo Aghjayan, Director of Retirement, Duke Energy

Kate Antonini, Director of Business Development, SoFi

Krystal Barker, Head of Financial Wellness, Morgan Stanley

Luscinda Boyd, Senior Manager, EY Personal Finance

Beth Brockland, Senior Director, Financial Health Network

Janie Burke, National Sales Director, MetLife

Nate Campen, Director of Compensation, Retirement & Financial Well-being, KinderCare Education

Kate Edison, Vice President, Benefits Design, U.S. Bank

Mario Ellis, Senior Director, Total Rewards, WellSpan Health

Lynder Festa, Director of Benefits, Starr Companies

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

Tara Fung, Vice President of CommonBond for Business, CommonBond

Alan Glickstein, National Wellbeing Leader and Managing Director, Retirement, Willis Towers Watson

Ilyce Glink, Founder & CEO, Best Money Moves

Gwen Gollmer, Executive Director, Benefits, Ally Financial

Adam Hills, Senior Vice President, AYCO - A Goldman Sachs Company

Lauren Hoeck, Senior Consulting Actuary, Willis Towers Watson

Regina Ihrke, National Wellbeing Leader and Senior Director, Health and Group Benefits, Willis Towers Watson

Wendy Jennings, CEP, FGE, Director, Cisco Systems

Vagelis Kontopos, Vice President, Compensation and Benefits, E.W. Scripps Company, The

Carrie Leana, George H. Love Professor of Organizations and Management and Academic Director, Katz Executive MBA in Healthcare Program, University of Pittsburgh, Author

Wale Majekodunmi, Sr. Director of Total Rewards, Banfield Pet Hospital

Marc Martis, Vice President Total Rewards, Rich's

Michelle Merringer, International Total Rewards Manager, Capital One

May Nell Billings, Senior Director, Global Retirement Programs, Hilton

Tom Spann, CEO, Brightside

Victor Stango, Professor of Economics, University of California, Davis, Graduate School of Management, Author

Jason Steed, VP, Sales & Partner Development, Equifax Employee Benefits Services

Lori Trawinski, Ph.D., Age Diversity Thought Leader, AARP Public Policy Institute

Rainier Villatuya, Director of Retirement, United Airlines

Lead Sponsor
WTW - Employee Financial Well-Being - Lead Sponsor
Supporting Sponsors
CommonBond - Employee Financial Well-Being 2019 - Supporting Sponsor
Equifax - Employee Financial Well-Being Conference
MetLife - Employee Financial Well-Being 2019 - Supporting Sponsor
SoFi- Employee Financial Well-Being 2019 - Supporting Sponsor
Associate Sponsors
Ayco/Goldman Sachs - Financial Well-Being 2019 - Associate Sponsor
Brightside - Associate - 2019 FWB V2
Morgan Stanley - Employee Financial Wellness 2019 - Associate Sponsor
Exhibition Sponsor
Banzai, Inc.