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By attending the Forum, I am able to stay on top of all emerging trends around this topic – including regulatory changes, consumer trends, plan enrichment, wellness, retirement planning, and overall best practices. Because of this depth of coverage, I require our senior HR managers to attend as well."
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       Veritext Deposition &
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Sunday, September 22, 2013

12:30 p.m. - 3:15 p.m.

PRE-CONFERENCE WORKSHOP – FINANCIAL WELLNESS AT WORK (ADDITIONAL FEE OF $99 APPLIES OR ATTEND BOTH WORKSHOPS FOR $149)

Moderator: David Albertson, Employee Benefit Group Editorial Director and Conference Co-Chair, SOURCEMEDIA
Joe Saari, Founder, FINANCIAL FITNESS GROUP
Panelist: Lisa Blasdale, Senior Benefits Manager, STAPLES, INC.
Panelist: Victoria Dolan, SVP, Human Resources Director, RIVER CITY BANK
Panelist: Lee Manale, Benefits Communication, GULFSTREAM AEROSPACE CORPORATION
Panelist: Tammy Norgard, Benefits Analyst, PRIME THERAPEUTICS
Panelist: Elaine Schamber, President, SCHAMBER GROUP
Panelist: Phil White, Director, Racker Rewards, RACKSPACE
Panelist: Amber Wisely, U.S. Retirement Benefits, INTEL

At this thought-provoking and engaging interactive workshop, learn about the bottom-line benefits of financial education at work from industry experts and financial fitness champions and why it needs to be part of your benefit plan.

12:30 p.m. - 12:40 p.m. Welcome & Opening Remarks

David Albertson, Employee Benefit Group Editorial Director and Conference Co-Chair, SOURCEMEDIA

12:40 p.m. - 1:50 p.m. FINANCIAL WELLNESS AT WORK: DISCOVER THE CONNECTION BETWEEN EMPLOYEE FINANCIAL WELL-BEING, PHYSICAL WELL-BEING AND YOUR BOTTOM LINE

Moderator:
Joe Saari President & CEO, PRECISION INFORMATION

Panelists:
Elaine Schamber President, SCHAMBER GROUP

Lee Manale, Benefits Communication, Gulfstream Aerospace Corporation

Tammy Norgard, Benefits Analyst, Prime Therapeutics

Phil White, Director, Racker Rewards, Rackspace

With more studies every year linking financial stress to chronic disease, it’s clear that employers concerned with improving employees’ physical well-being must take steps to enhance their financial well-being, too. One of the best ways to do this is through financial education. In this power-packed panel discussion, leading employers and financial education experts will describe best practices in promoting financial wellness at work and the bottom-line benefits that effective financial wellness programs can have in improving employees overall physical well-being, employee engagement, productivity and morale. You’ll also learn why financial education is a perfect fit for organizations considering a defined contribution funding approach to ancillary (voluntary) benefits, a strategy that’s gaining traction.

1:50 p.m. - 2:00 p.m. Break
2:00 p.m. - 3:15 p.m. FINANCIAL FITNESS CHAMPIONS: HOW TO IMPLEMENT A FINANCIAL EDUCATION PROGRAM THAT DELIVERS MEASURABLE RESULTS

Moderator:
Joe Saari President & CEO, PRECISION INFORMATION

Panelists:
Lisa Blasdale Senior Benefits Manager, STAPLES, INC.

Victoria Dolan SVP, Human Resources Director, RIVER CITY BANK

Tammy Norgard, Benefits Analyst, Prime Therapeutics

Amber Wisely, U.S. Retirement Benefits, Intel

With nearly 100 million Americans now participating in 401(K) or similar retirement plans, employers and their employees are spending over $1 billion a year on printing newsletters, enrollment kits and offering financial workshops. Yet, the average American still scores only 55% on basic financial literacy tests, and nearly 2 out of 3 Americans report they don’t know enough to make a sound financial decision. What’s an employer to do? Learn from a panel of employers on how they are bucking the trends and helping re-write the rules for effective ways to educate and employees to understand personal finance. Specifically, find out how they are delivering education at 1/5 the cost of traditional methods with 500% better results.

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