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Monday, September 29, 2014

9:00 a.m. - 12:00 p.m.

PRE-CONFERENCE WORKSHOP: FINANCIAL WELLNESS AT WORK (ADDITIONAL FEE OF $99 APPLIES)

Moderator: Professor John Hoffmire, UNIVERSITY OF WISCONSIN–MADISON
Moderator: Joe Saari, CEO, EDUCATED INVESTOR
Panelist: Eva Chavis-Cumming, AVP/Director, Retirement Plans, FIDELITY NATIONAL FINANCIAL, INC.
Panelist: Donna Cole, Benefits Consultant, INTEGRYS GROUP
Panelist: John "Chip" Harkins, VP, Investment and Fiduciary Consulting, THE NEWPORT GROUP
Panelist: Rich Hunt, Director of Retirement Services, MAJOR LEAGUE BASEBALL
Panelist: Tami Kucera, Director, Employee Benefits, USG CORPORATION
Panelist: Evan Thoman, Health and Wellness Coordinator, CHARLESTON AREA MEDICAL CENTER

Are your employees financially fit? Research shows that companies lose more than $40B in profits and productivity each year because of how financial stress impacts employee performance. In this power-packed interactive workshop, presenters will introduce the 2014 Financial Fitness Index™, a new report based on a 5 year study of the financial wellness of 500-plus companies and more than 50,000 employees. Attendees will learn from a panel of experts and employers about current trends, challenges and opportunities for improving the financial fitness of the American workforce and how to turn this information into a bottom-line benefit for any organization.

9:00 a.m. - 9:10 a.m. Welcome and Introduction

Andy Stonehouse, Editor-In-Chief, Employee Benefit News and Co-Chair, SOURCEMEDIA

9:10 a.m. - 9:45 a.m. Is Your Company Financial Fit? 

Profession John Hoffmire, University of Wisconsin–Madison
Joe Saari, CEO, Educated Investor

Learn from the team of experts who have spent the past 5 years researching the financial wellness of more than 50,000+ employees at 500-plus organizations and who will be publishing the Financial Fitness Index™ report.  This session will explore insights and opportunities for improving the financial wellness of the American workplace. The speakers will explain how improving the financial wellness of your workforce is as valuable—or perhaps even more valuable—than conducting a health risk assessment in reducing employee turnover, absenteeism, and health care costs; as well as making significant improvements in employee productivity, satisfaction and engagement.

9:45 a.m. - 10:45 a.m. Bottom-Line Benefits of Financial Wellness at Work

Moderator:
Joe Saari, CEO, Educated Investor

Panelists:
Eva Chavis-Cummings, AVP/Director, Retirement Plans, Fidelity National Financial, Inc.

Donna Cole, Benefits Consultant, Integrys Group

John “Chip” Harkins, VP, Investment and Fiduciary Consulting, The Newport Group

Rich Hunt, Director, Retirement Services, Major League Baseball

Tami Kucera, Sr. Manager, Employee Benefits, USG Corporation

Evan Thoman, Health and Wellness Coordinator, Charleston Area Medical Center

Learn from this distinguished panel of small, mid and large-sized employers how and why they are creating award-winning financial wellness programs in their workplaces. Understand the challenges and opportunities of rolling out such programs in diverse work environments. Find out how these financial fitness champions have made meaningful and lasting improvements in employee satisfaction, engagement, productivity, and the overall financial well-being of their companies.

10:45 a.m. - 11:00 a.m. Break

11:00 a.m. - 12:00 p.m.

Coffee Talk: Group Discussion & Activity with Panelists

Moderator:
Joe Saari, CEO, PRECISION INFORMATION

Panelists:
Eva Chavis-Cummings, AVP/Director, Retirement Plans, Fidelity National Financial, Inc.

Donna Cole, Benefits Consultant, Integrys Group

John “Chip” Harkins, VP, Investment and Fiduciary Consulting, The Newport Group

Rich Hunt, Director, Retirement Services, Major League Baseball

Tami Kucera, Sr. Manager, Employee Benefits, USG Corporation

Evan Thoman, Health and Wellness Coordinator, Charleston Area Medical Center

During this interactive session, sit back and enjoy a cup of coffee, tea or beverage of your choice and engage with peers and panelists to discuss the nuts and bolts of building, growing, or improving your financial wellness program. Learn from direct one-on-one interactions with award-winning panelists and your peers and get practical and tactical ideas you can put to use immediately.

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