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2011 Attendee Testimonials

"Attended to get insight into what other companies are doing for wellness, cost containment for healthcare, employee engagement and communications and education. Taking back lots of good ideas..."


"The presenters were very knowledgeable. I also appreciated the depth of the presentations. This was definitely information I’ll be able to use."
“Keynote speakers were great as well as the breakout sessions.”
“The sessions were timely and informative. Great networking opportunities.”

Travel & Venue Info


JW Marriott Desert Ridge
5350 East Marriott Drive
Phoenix, AZ 85054

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Sunday, September 9, 2012

9:00 a.m. - 3:00 p.m.
Track: Pre-Conference Workshops View Track

FINANCIAL WELLNESS PRE-CONFERENCE WORKSHOP (PARTICIPATION IN THIS WORKSHOP REQUIRES $249 ADDITIONAL FEE.)

9:00 a.m. – 9:10a.m.
Welcome and Opening Remarks
Speakers: David Albertson, Employee Benefits Group Editorial Director and Conference Co-Chair, SOURCEMEDIA
Judith Cohart, President, PERSONAL FINANCE EMPLOYEE EDUCATION FOUNDATION (PFEEF)

9:10 a.m. – 10:00 a.m.
The Rationale for Financial Education in Your Workplace

Learn from a panel of experts about how best to build the business case for the bottom line benefits of financial education in the workplace and hear about practical tools, tips, resources and research available to you from the Personal Finance Employee Education Foundation.
Moderator: Liz Davidson, Founder & CEO, FINANCIAL FINESSE
Panelists:
Judith Cohart, President and CEO, PERSONAL FINANCE EMPLOYEE EDUCATION FOUNDATION
Jennifer Gunter, MS, PHR, Benefits Analyst, NCCI HOLDINGS, INC.

10:15 a.m. – 11:15 a.m.
Driving Better and Smarter Participation in Benefits

For years, employers have looked to provide creative and competitive employee benefit packages to help recruit, retain and engage top performing employees. Now more than ever, in these tough economic times and with so many options available, smart industry leaders are beginning to understand the vital importance of leveraging effective financial education efforts to help employers and employees get the best bang for their buck out of their existing plans and empower greater utilization to drive results.
Moderator: Brad Barron, CEO, CLC INCORPORATED
Panelists: Dana Hammonds, Director, Player Services and Development, NATIONAL FOOTBALL LEAGUE PLAYERS ASSOCIATION
Tim O'Neil, Manager, Employee Health and Wellness Benefits, MEREDITH CORPORATION
Phil White, Director of and Compensation and Benefits, RACKSPACE

11:15 a.m. – 12:15 p.m.
Best Practices in Improving Financial and Physical Well-Being

It’s no surprise that stress wreaks havoc on personal wellness. Research shows that some 75 to 90 percent of all visits to the doctor are related to stress and 80 percent of all major diseases have a stress element. Interestingly, money, the leading cause of stress, is not addressed in most corporate wellness programs.  What happens when the corporate wellness strategy includes financial education to teach employees about money management?  Hear from several employers about their experience and results.
Moderator: Susan Windham, CEO, THE EDSA GROUP, INC.
Panelists: Jeanie Garrett, Product Developer, LIFESYNCH A HUMANA COMPANY
Tim O'Neil, Manager, Employee Health and Wellness Benefits, MEREDITH CORPORATION
Phil White, Director of and Compensation and Benefits, RACKSPACE

12:15 p.m. – 1:45 p.m.
Lunch: Financial Wellness at Work — The Employees’ Perspective

Hear some of the real life stories about the positive impact that effective financial education and wellness programs can and do have on employee personal lives, and how that, in turn, impacts employee productivity and job performance.
Moderator: Judith Cohart, President and CEO, PERSONAL FINANCE EMPLOYEE EDUCATION FOUNDATION
Panelists: Andrea Gjers, Executive Assistant, CISCO 
Crystal Runge, eLearning Supervisor, DESERT SCHOOLS FINANCIAL SERVICES
Judy Wallace, Director of Human Resources and Accounting, KPHO CBS 5 NEWS

2:00 p.m. – 3:00 p.m.
Driving Positive Behavior Change in Employees
Learn from a panel of experts about the benefits of leveraging effective financial education and communications strategies to drive positive behavioral change that can provide a bottom line benefit.
Moderator: Joe Saari, CEO, PRECISION INFORMATION
Panelists: Susan Fuszard, Employee Assistance Consultant, WISCONSIN DEPARTMENT OF TRANSPORTATION
Dana Hammonds, Director, Player Services and Development, NATIONAL FOOTBALL LEAGUE PLAYERS ASSOCIATION
Paul Squires, PhD, President, APPLIED SKILLS & KNOWLEDGE, INC.

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