Sunday, September 25, 2011

9:05AM - 9:55 AM
Secrets for Building the Most Successful Employer Financial Education Programs
Panelist: Annette Grabow, Manager of Retirement Benefits, M.A. MORTENSON COMPANY, 2010 BENNY AWARD WINNER
9:55 AM - 10:15 AM
10:15 AM - 11:20 AM
Panel Discussion: Retirement Employee Education Focus- Surveying the Landscape
Panelist: Alice Whinnery, CEO, LFE INSTITUTE
Panelist: Robert West, ERISA Attorney, HAYNES BENEFITS PC, ATTORNEYS AT LAW
Panelist: Trisha Brambley, President, RETIREMENT PLAYBOOK, INC.
Panelist: Skip Massengill, (CREdu™), CEO, RETIREMENT EDUCATION INSTITUTE, (CREDU™)
11:20 AM - 12:20 PM
Panel Discussion: Healthy People, Healthy Bottom Line–Making the Connection Between Financial and Physical Well-Being and the Effect on Health Care Costs
Moderator: Susan Windham, CEO, THE EDSA GROUP
Panelist: Carol Klusek, Head of Retirement and Financial Benefits, AETNA, INC.
Panelist: Jeff Rubleski, Director of Sales Strategy, BLUE CROSS BLUE SHIELD
Panelist: Gil Manzano, Chief Administrative Officer, ACI SPECIALTY BENEFITS

Discover new research proving the link between financial wellness and physical health and learn how you can build a financial wellness program that reduces health care claims by reducing stress-related illness. -Financial issues that cause employees the most stress and what types of programs most effectively address these issues Which diseases are the most impacted by financial stress and how employers can integrate financial wellness into their overall programs to reduce occurrences of these diseases -Employers that integrate financial wellness programs into their overall programs reduce occurrances of certain diseases -How employers are adapting their overall wellness and financial wellness programs to mitigate both employer and employee cost increases from health care reform -What health care industry experts think you need to be doing today to manage health reform from both a cost and communications perspective

12:30 PM - 1:45 PM
Luncheon Keynote: Black, White and Read-Communicating the Need for Financial Literacy – How to Explain Work Force Needs and Generate Buy-In From Employees and Senior Management.
Janet N. Parker, SPHR, GPHR, Chief Global Membership Officer, HUMAN RESOURCE MANAGEMENT (SHRM)

Hear why financial education is predicted be one of the most critical employee benefits of this decade and beyond. Discuss the evolution of financial education as a company benefit, what employers are doing today in the field of financial education and what the future holds. SHRM’s Janet Parker will share why ALL employers will need to develop financial education plans to successfully compete and how the employer of the future will use financial education as a critical component of their benefits, wellness, retirement and employee engagement strategies. Learn the following: Why financial education is critical to effectively managing health care reform How employers can use financial education to dramatically improve their employees retirement preparedness and reduce massive costs associated with employees delaying retirement How financial education programs are helping employees navigate increasingly complex benefits offerings and better manage and fund their benefits to achieve their goals.

2:00 PM - 2:50 PM
Panel Discussion: Best Practices in Financial Education–Experts Outline Specific Steps Toward Improved Employee Engagement and Positive Bottom-Line Results
Moderator: Liz Davidson, Founder & CEO, FINANCIAL FINESSE
Panelist: Annette Grabow, Manager of Retirement Benefits, M.A. MORTENSON COMPANY, 2010 BENNY AWARD WINNER
Panelist: David D. Mancl, Director of the Office of Financial Literacy, WISCONSIN DEPARTMENT OF FINANCIAL INSTITUTIONS (DFI)
Panelist: Becky MacDicken, Workplace Financial Education Specialist, PENNSYLVANIA OFFICE OF FINANCIAL EDUCATION
2:50 PM - 3:10 PM
3:10 PM - 4:00 PM
Panel Discussion: Tracking Success – Measuring What You Manage - The Impact of Financial Education at Work
Moderator: Joe Saari, President & CEO, PRECISION INFORMATION
Panelist: Nancy Lazgin, Director, Global Benefits, STAPLES, INC.
Panelist: Tim O’Neill, Manager, Employee Health & Financial Wellness, MEREDITH
Panelist: Aimee Prawitz, Ph.D., Director of Research, PERSONAL FINANCE EMPLOYEE EDUCATION FOUNDATION