the employee well-being bootcamp for hr, benefits and wellness professionals

To regisTer, visiT www.worldcongress.com/booTcamp • p: 800-767-9499 • Fax: 781-939-2543 • email: [email protected]

2014 Keynote Presentationidentify employee population demographics to implement need-based and Focused Health initiatives

Andrew R. Gold Vice President, Total Rewards Pitney Bowes

sPotlight on emPloyee health Fundamentals

Health and Well-Being — Build a Business Case for Your Employee Wellness Program

Implement Innovative and Disruptive Approaches to Health, Fitness and Productivity to Promote Employee Engagement

Generational Wellness — Engage the Most Diverse workforce in History

Identify employee Population Demographics to Implement Need-Based and Focused Health Initiatives

Create Wellness Engagement and Communication strategies that Resonate and Motivate

Hard Costs vs. Soft Costs — Identify the Right set of Metrics to Measure Wellness Program Performance

Use Workplace On-Site Clinics that Offer Health Services Beyond Primary Care to increase Cost savings and Promote Employee Well-Being

emPloyee health & BeneFits leaders include Lola Chriss Worldwide Occupational Health Manager texAs instRuMents

Scott Haverlock Talent and Total Rewards Senior Leader niAGARA BottLinG

Barbara Linton, MS, RD Director, Health, Wellness and WorkLife Solutions BAystAte heALth

Janet McNichol, SPHR, CAE Human Resources Director AMeRiCAn sPeeCh-LAnGuAGe-heARinG AssoCiAtion (AshA)

Brett Powell, CWPC Regional Vice President AMeRiCAn institute foR PReventive MeDiCine

Meghan D. Melvin Wellness Program Manager Bon seCouRs heALth systeM

Susan Tufts Manager, Occupational Health and Wellness L.L. BeAn

Deb Borton Vice President, Human Resources KeuRiG GReen MountAin

Co-Organized by:

Supporting Organizations and Publications:

Employee Well-Being Bootcamp for HR, Benefits and Wellness Professionals

Intensive Wellness Program 101 for New Employer HR and Benefits Professionals (and Those That Need a Refresher Too!)

July 23-24, 2014

HyaTT REgENcy

BosToN, Ma

S A V E U P T O $ 4 0 0 W H E N Y O U R E G I S T E R B Y M A Y 3 0 , 2 0 1 4 !

World congress and northeast Business group on health (neBgh) Present:

goVernment case studyClaire Santarelli, RD, CDE, LDN Manager, Wellness Initiatives, Division of Prevention and Wellness MAssAChusetts DePARtMent of heALth

emPloyers and coalitions – catalysts For change in health care

Laurel Pickering, MPH President and Chief Executive Officer noRtheAst Business GRouP on heALth (neBGh)

Gary Earl Health and Well-Being Ambassador AntheM BLue CRoss BLue shieLD

Michael D. Parkinson, MD Senior Medical Director uPMC heALth PLAn

health Plan PersPectiVes on emPloyee Well-Being

Approved provider

The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit.

Educational Underwriter:

Associate Sponsors:


WHo Will AttEnd:this agenda is designed for employer benefits professionals, along with leaders overseeing product design, innovation, engagement, and disease and case management from top health plans.

FRoM EMPloyERs:Chief Executive officers, Chief Medical officers, Chief Human Resource officers, Chief operations officers, Chief Financial officers and Presidents, Vice Presidents, directors and Managers responsible for:

• Benefits design • Health Benefits• Wellness • Rewards• on-Site Health Clinics • Productivity• Finance • Compliance• Health Management • Human Resources• Medical • Health Coaching• Risk Management • occupational Health• Safety • operations• Employee Assistance Programs

• Marketing/Communications

FRoM HEalTH PlaNs:Chief Executive officers, Chief Medical officers, Medical directors, Vice Presidents, directors and Managers responsible for:

• Wellness • Behavioral Economics• Health Coaching • disease Management• Medical Affairs • Health Care Analytics• Marketing • Employer Relations• Quality improvement • Care Management• Product development • Business development• Member Engagement • lifestyle Management• Weight Management Programs• Health Promotion Programs • Smoking Cessation Programs• occupational Health & Safety

northeast Business Group on Health (nEBGH) is an employer-led coalition of health care leaders and stakeholders that empowers its members to drive excellence in health, value and the consumer experience. nEBGH seeks to change the status quo and transform healthcare delivery to a

value-based, high-quality, more accessible system through meaningful collaboration among large, national employers, health plans, healthcare providers, benefit consultants and other stakeholders with a major presence in the northeast. Recent initiatives include Hospital Readmission Reduction Project, Weight Control and the Workplace, one Voice (integrating depression screening and management with primary care), and Private Exchange Evaluation Collaborative (PEEC).

About the Conference Co-organizer

Employee Well-Being Bootcamp for HR, Benefits and Wellness Professionals

Intensive Wellness Program 101 for New Employer HR and Benefits Professionals (and Those That Need a Refresher Too!)

July 23-24, 2014

HyaTT REgENcy

BosToN, Ma

World congress and northeast Business group on health (neBgh) Present:

employee well-being Has become a priority for employers — are You prepared to lead and engage Your colleagues on a road to Health accountability?

World Congress and northeast Business Group on Health (nEGBH) are excited to present a fresh and timely agenda that directly responds to the business needs of new members of the employee health community. Join us in Boston on July 23-24 for intensive Employee Well-Being 101, laying out the framework for active discussion and idea exchanges through real employer experiences, including from Upmc Health plan, l.l. bean, massachusetts department of Health and pitney bowes.

the Bootcamp delivers a fresh look at the evolution of wellness, innovative initiatives and building programs founded on reconciling business goals with employee health accountability. Prepare to challenge the way you think about wellness and position your program by developing the employee health business case of the future — understand the relationship between employer and employee accountability, comply with new incentives rules and integrate technology that is customized to impact your workforce.

roi. Technology. affordable care act (aca). population Health managment. multigenerational workforces. business case. c-suite buy-in. incentives.

Uncover how employers and plans, including Tesla motors, american speech-language-Hearing association (asHa), baystate Health and niagara bottling are creating a value proposition and controlling costs by delivering a wellness strategy that integrates behavioral economics, culture change and technology and innovation to achieve a true personalization of employee health. Whether you are considering, or are in the early stages of crafting the business plan for your employee well-being program, seeking training for new team members or looking for a refresher, this meeting is ideal for you.

Be an active participant in the future of your business and employees’ well-being.

our team looks forward to greeting you this summer in Boston.

Kind regards,

Jennifer Besada Jennifer Besada laurel Pickering, MPHdivision director, Employer Portfolio President and Chief Executive officerWorld Congress northeast Business Group on Health (nEBGH)

d A Y o n E – W E d n E S d A Y , J U l Y 2 3 , 2 0 1 48:00 am – 8:30 am coNFERENcE REgIsTRaTIoN aNd BREaKFasT IN THE EXEcuTIVE NETWoRKINg louNgE

8:30 am – 8:45 am

opening remarks bY cHairperson Gary Earl

Health and Well-Being Ambassador ANTHEM BLUE CROSS BLUE SHIELD

8:45 am – 9:30 am invesTmenT in workplace HealTH as a bUsiness sTraTegY: HealTH and

well-being — bUild a bUsiness case For YoUr emploYee wellness program In today’s world of 24/7 connectivity and availability to an employer, your company’s organizational culture can be a main hindrance to employee performance. In this session, learn the fundamentals of developing the right business case to meet business goals and engage employees in their own well-being.

• Challenge management to recognize the severity of work-related health risk factors, for example: obesity, diabetes and stress — Determine the impact of chronic conditions on employee productivity

• Evaluate your employee population’s needs to demonstrate how a wellness program will help your employers control health care costs, improve employee productivity and enhance workforce engagement

• Discuss and decide measures of wellness program success — ROI or overall improved employee health?

Susan Tufts Wellness Program Manager L.L. BEAN

9:30 am – 10:15 am popUlaTion HealTH managemenT

THink popUlaTions, see individUals — lessons learned and How To applY THemEmployers faced with global competition, increasing medical costs and lost productivity must maximize strategies that work – and jettison those that don’t. What have we learned over decades of emphasis on “wellness” and now “population health”? From personal reflections of what works – and what doesn’t – and what’s on the horizon, Dr. Parkinson will share practical ways for employers to address current and future challenges in light of the ACA and health care reform. How do we:• Translate population approaches into actions • Empower employees and their families to improve health • Reduce excessive medical costs

Michael D. Parkinson, MD Senior Medical Director UPMC HEALTHPLAN

10:15 am – 11:00 am emploYer case sTUdY

develop THe rigHT FormUla To creaTe a cUlTUre oF ToTal well-being THaT sUpporTs bUsiness sUccess, perFormance, growTH, and sUsTainabiliTYKeurig Green Mountain (KGM) is a leader in specialty coffee, coffee makers, teas, and other beverages. KGM is recognized for its award-winning beverages, innovative Keurig® brewing technology, and socially responsible business practices. KGM supports local and global communities by investing in sustainably-grown coffee, and by its active involvement in a variety of social and environmental projects. They apply this same core value to their people by providing each employee with the right resources, tools, and strategies to optimize personal and professional well-being. With the help of Total Well-Being, KGM deployed a long term well-being strategy integral to their culture and business philosophy which has resulted in high participation, sustained engagement, and overall improvements in health, productivity, and well-being for their people. Learn how to:• Develop strategies for engaging leadership across all levels • Design a culturally relevant incentive strategy• Deliver a comprehensive well-being program that yields high engagement

Colleen M. Reilly, MBA/MSM Preseident TOTAL WELL-BEING

Deb Borton Vice President, Human Resources KEURIG GREEN MOUNTAIN

Deanna Merola Benefits Analyst KEURIG GREEN MOUNTAIN

11:00 am – 11:30 am NETWoRKINg aNd REFREsHMENT BREaK IN THE EXEcuTIVE NETWoRKINg louNgE

11:30 am – 12:15 pm encoUrage acTive engagemenT: implemenT innovaTive and disrUpTive

approacHes To HealTH, FiTness and prodUcTiviTY in THe workplace Discuss future solutions and approaches to well-being that are available today. Wearable device tracking, new ways to frame health and well-being, the changing value proposition and revolutionary solutions for primary care will be discussed. Learn how to:• Use technology in new ways to break down barriers and achieve health and well-being• Implement out of the box solutions to identify next generation opportunities • Develop ways to implement something from the future today

Amanda Goltz Health Management Solutions Leader AETNA

Nate Randall Senior Manager, Global Benefits and Employee Experience, TESLA MOTORS

Melissa Thompson Chief Executive Officer and Founder TALKSESSION


12:15 pm – 1:00 pm FocUs resoUrces on wHaT maTTers mosT

baYsTaTe HealTH Takes innovaTive sTeps To win THe weigHT loss baTTleFrom “hire to retire” Baystate Health cares for employee well-being through the company’s comprehensive “Baystate Healthy” program. The mission of Baystate Healthy is to create a strong, fit, energized and resilient workforce, essential for business success. The continuous demands of the hospital environment present an ongoing challenge for generating desired program participation and outcomes. Baystate Health’s three-year evaluation study showed positive change in many employee health risk factors except for two of most importance — physical activity and body weight. This case study will highlight how Baystate broadened the dialog on employee well-being in order to focus resources to engage employees toward achieving a healthy weight. Preliminary results are encouraging and employees got what they wanted (and needed) most. You will:• Learn a simple model to broaden the dialogue on well-being and healthy weight in a way that is positive, non-threatening and fun• Hear innovative ideas for how to integrate a weight management program as a component of the health plan benefit along with creative strategies to inspire

and motivate ongoing engagement and weight loss • Gain insights for winning solutions and lessons learned to help you achieve program success

Barbara Linton, MS, RD Director, Health, Wellness and WorkLife Solutions BAYSTATE HEALTH

1:00 pm – 2:00 pm WEllNEss NETWoRKINg luNcHEoN

2:00 pm – 2:45 pm know YoUr emploYee popUlaTion: idenTiFY emploYee popUlaTion

demograpHics To implemenT need-based and FocUsed HealTH iniTiaTives• Organize fitness activities by risk level and physical capabilities to create success behavior change for your employees• Breakdown your population to identify tools and techniques both employees and dependants can use to readily engage in wellness offerings• Learn how different segments of your employee population understand health accountability to create the “right” employer role in promoting improved personal well-being

Andrew R. Gold Vice President, Total Rewards PITNEY BOWES

2:45 pm – 3:30 pm FoUndaTion oF TransparencY THroUgH open commUnicaTion

creaTe wellness engagemenT and commUnicaTion sTraTegies THaT deliver messages THaT resonaTe and moTivaTe Communicating benefits to employees continues to be an obstacle for most employers. As a result, there have been important innovations in the crafting well-being messaging and this creativity has taken many shapes and forms. By asking “how do we communicate wellness incentives? What’s a different way to present that?” Niagara Bottling has implemented a plan that ensures their total employee population is reached with a message that resonates, including:• Concepts employee can “see” – i.e. “Don’t eat cereal that changes the color of your milk!”• Learn the role communication plays not in “talking” to employees, but engaging them to motivate behavior change• Consider demographics in initial communication strategy development to ensure effective use of internal resources• Debate the role of social media in reaching your target employee population and identify successful use of informatics

Scott Haverlock Talent and Total Rewards Senior Leader NIAGARA BOTTLING

3:30 pm – 4:00 pm NETWoRKINg aNd REFREsHMENT BREaK IN THE EXEcuTIVE NETWoRKINg louNgE

4:00 pm – 4:45 pm governmenT case sTUdY: learn How THe massacHUseTTs deparTmenT oF pUblic

HealTH implemenTs sTaTewide approacHes To prevenTion and wellness The state of Massachusetts has set aside $5.7M for workplace wellness in the state budget and are in the process of developing what that initiative will look like. Currently, the Division of Prevention and Wellness at the Massachusetts Department of Health focuses on policy, systems and environmental changes within early child care settings, schools, worksites and statewide approaches to community-based initiatives. Claire Santarelli, Manager of Wellness Initiatives is a WellMASS program champion for the building and also oversees worksite initiatives the Department offers to other businesses in the Commonwealth. She will shed light on her participation in the creation and dissemination of various resources for employers, including the small business wellness tax credit for Massachusetts employers.

Claire Santarelli, RD, CDE, LDN Manager, Wellness Initiatives, Division of Prevention and Wellness MASSACHUSETTS DEPARTMENT OF HEALTH

4:45 pm – 5:30 pm bon secoUrs aco case sTUdY

saY wHaT?! How THe rigHT game plan doUbled program engagemenT Learn how Bon Secours Virginia Health System’s communication team and their vendor partner developed a strategic communication plan that doubled employee engagement. Hear about the team’s tips for successful communication and how they made their campaign simple, relevant and actionable to achieve positive outcomes.

• Discover why executive-level champions are critical to communication success • Explain why it is important to understand and be mindful of your audience • Understand why an integrated communication plan is key to optimize program engagement

Meghan D. Melvin Wellness Program Manager BON SECOURS HEALTH SYSTEM

Anne Marie Ludovici-Connolly, M.S Author and Behavior Change Consultant AMLC CONSULTING

Keith McMullin Strategic Initiatives Development Director HEALTH DIAGNOSTIC LABORATORY

5:30 pm – 6:30 pm BooTcaMP day 1 adJouRNs | cocKTaIl REcEPTIoN aNd NETWoRKINg IN THE EXEcuTIVE louNgE


d A Y t W o – t H U R S d A Y , J U l Y 2 4 , 2 0 1 48:15 am – 9:00 am NETWoRKINg BREaKFasT IN EXEcuTIVE NETWoRKINg louNgE

9:00 am – 9:45 am

wHY emploYer coaliTions are imporTanT emploYers and coaliTions — caTalYsTs For cHange in HealTH careNortheast Business Group on Health (NEBGH) is an employer-led coalition of health care leaders and stakeholders that empowers its members to drive excellence in health, value and the consumer experience. NEBGH seeks to change the status quo and transform health care delivery to a value-based, high-quality, more accessible system through meaningful collaboration among large, national employers, health plans, health care providers, benefit consultants and other stakeholders with a major presence in the Northeast. Laurel Pickering, President and CEO of Northeast Business Group on Health (NEBGH), is a nationally-prominent advocate who leads and supports employers in making their influence felt as a transformative driver of change in health care. Topics she’ll discuss include:

• Transforming health care — Why employers matter• Understand the importance of coalitions — Putting influence and purchasing power to work in pursuit of value • Access better care through value-based purchasing models • Identify the significance of benefit design in combating chronic disease and lowering costs• Encourage employee engagement through education, communication and incentives• Discuss health plan and provider accountability

Laurel Pickering, MPH President and Chief Executive Officer NORTHEAST BUSINESS GROUP ON HEALTH (NEBGH)

9:45 am – 10:30 am

american speecH-langUage-Hearing associaTion (asHa) case sTUdY Use YoUr organizaTion’s size and UniqUe cUlTUre To posiTivelY impacT YoUr emploYees’ well-beingRobust programs are not out of reach for small employers. The American Speech-Language-Hearing Association (ASHA) has received repeated recognition as one of the Healthiest Employer’s in the DC metropolitan area, a Health and Wellness Trailblazer, and an overall Great Place to Work. You’ll walk away from this session with fresh ideas about how you can use your organization’s size and unique culture to positively impact your employees’ well-being. Learn how ASHA:• Leverages their unique strengths as a small employer• Educates their staff to be savvy healthcare consumers• Developed an integrated plan to help their staff build resilience

Janet McNichol, SPHR, CAE Human Resources Director AMERICAN SPEECH-LANGUAGE-HEARING ASSOCIATION (ASHA)

10:30 am – 11:00 am NETWoRKINg aNd REFREsHMENT BREaK IN THE EXEcuTIVE NETWoRKINg louNgE

11:00 am – 11:45 am

on-siTe clinic as parT oF YoUr wellness program oFFeringUse wellness program daTa To bUild THe mosT appropriaTe and cosT-eFFecTive worksiTe clinics For YoUr organizaTionWhether you are considering the on-site clinic approach, are in the early stages of development, OR simply want to revisit some of the basics, there are a number of fundamental keys to setting up your clinic for successful health engagement, improvement and cost-savings. Understand the most common operational and structural challenges around on-site clinics, including: • Learn common barriers to launching a clinic — Resources, cultural and financial • Analyze statistics on advantages, ROI and outcomes that promote buy-in from the C-Suite • Decide who the clinic will service — Employees, dependents and/or other companies and community members • Develop a long-term plan for range of services included in your clinic offering

Lola Chriss Worldwide Occupational Health Manager TEXAS INSTRUMENTS

11:45 am – 12:30 pm

generaTional wellnessengage THe mosT diverse workForce in HisTorY Millennials already make up nearly 20% of all workers in the United States and they are the fastest growing sector. Additionally, for the first time in history, there are four very distinct generations comprising our workforce and the way in which they respond to technology, education and their own health is vastly different. This presentation will highlight the defining characteristics of each generation, show you why this is significance of the issue, present data to support generational complexities as an important health promotion issue and give you concrete strategies to engage a multi-generational population in your health promotion efforts.

• Identify the defining characteristics of each generation and why they are important to health promotion concepts• Leverage resources to create a new wellness initiative that uses delivery methods members of all generations will be motivated to engage with• Discuss the results of at least one scientific study where the focus was on generational issues related to health promotion

Brett Powell, CWPC Regional Vice President AMERICAN INSTITUTE FOR PREvENTIvE MEDICINE

12:30 pm 2014 EMPloyEE WEll-BEINg BooTcaMP FoR HR, BENEFITs aNd WEllNEss PRoFEssIoNals coNcludEs


Team Registration: Your organization may send 1 executive FREE for every 3 delegates registered. All registrations must be made at the same time to qualify

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EARLY BIRD DISCOUNT – Save up to $400 when registering before May 30, 2014! Fee for the conference includes welcome coffee, lunch, reception, refreshments, and web-based conference documentation available pre- and post event through a password protected web-site. Please make checks (in U.S. funds drawn on a U.S. bank) payable to WC Research, Inc. (No personal checks accepted. Verification may be required for HR/Benefits/Wellness Executive rate.) Please contact us should you have any special needs!

Substitution & Cancellation: Your registration may be transferred to a member of your organization up to 24 hours in advance of the conference. Cancellations received in writing on or before 30 days prior to the start of the event will be refunded, less a $395 administrative charge. No refunds will be made after this date; however, the registration fee less the $395 administrative charge can be credited to another World Congress conference if you register within 6 months from the date of this conference. In case of conference cancellation, World Congress’ liability is limited to refund of the conference registration fee only. World Congress reserves the right to alter this program without prior notice.

Venue: Hyatt Regency Boston One Avenue De Lafayette, Boston, MA, 02111 Phone: 617-912-1234 Reservations Phone: 888-421-1442 http://regencyboston.hyatt.com Room Rate: $229 Hotel Block Cut Off: July 7, 2014

Easy Ways to RegisterWEBSITEwww.worldcongress.com/bootcamp

PHONE800-767-9499781-939-2400Outside the U.S.

FAX781-939-2543

[email protected]

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Conference $ 1595.00 $ 1795.00 $ 1995.00HR / BENEFITS / WELLNESS EXECUTIvES

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TO REGISTER, PLEASE vISIT WWW.WORLDCONGRESS.COM/BOOTCAMP | PHONE: 800-767-9499 | FAx: 781-939-2543 | EMAIL: [email protected]

2014 KEYnotE PRESEntAtionidentify employee population demographics to implement need-based and Focused Health initiatives

Andrew R. Gold Vice President, Total Rewards Pitney Bowes

EMPloYEE HEAltH And BEnEFitS lEAdERS inClUdE Lola Chriss Worldwide Occupational Health Manager texAs instRuMents

Gary Earl Health and Well-Being Ambassador AntheM BLue CRoss BLue shieLD

Scott Haverlock Talent and Total Rewards Senior Leader niAGARA BottLinG

Barbara Linton, MS, RD Director, Health, Wellness and WorkLife Solutions BAystAte heALth

Janet McNichol, SPHR, CAE Human Resources Director AMeRiCAn sPeeCh-LAnGuAGe-heARinG AssoCiAtion (AshA)

Michael D. Parkinson, MD Senior Medical Director uPMC heALth PLAn

Laurel Pickering, MPH President and CEO noRtheAst Business GRouP on heALth (neBGh)

Meghan D. Melvin Wellness Program Manager Bon seCouRs heALth systeM

Claire Santarelli, RD, CDE, LDN Manager, Wellness Initiatives, Division of Prevention and Wellness MAssAChusetts DePARtMent of heALth

Susan Tufts Manager, Occupational Health and Wellness L.L. BeAn

Employee Well-Being Bootcamp for HR, Benefits and Wellness ProfessionalsIntensive Wellness Program 101 for New Employer HR and Benefits Professionals (and Those That Need a Refresher Too!)

July 23-24, 2014

HyaTT REgENcy

BosToN, Ma

W o r l d c o n g r e s s a n d n o r t h e a s t B u s i n e s s g r o u p o n h e a l t h ( n e B g h ) P r e s e n t :

Co-Organized by:

S A V E U P T O $ 4 0 0 W H E N Y O U R E G I S T E R B Y M A Y 3 0 , 2 0 1 4 !

Approved provider

The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit.

the employee well-being bootcamp for hr, benefits and wellness professionals

Healthcare