Day 1

April 7, 2021

FinHealth for Workforces: Learn What Works

On top of boosting employee well-being, investing in the financial health of your teams can also improve staff engagement and loyalty, brand reputation, and workplace productivity. Day One of EMERGE Workplace brings leading experts and HR practitioners to share their experiences designing finhealth solutions that effectively address a wide range of employee needs and business goals.

Welcome and Opening Remarks
Matt Bahl, Vice President, Workplace Market Lead, Financial Health Network

Chobani’s Workplace FinHealth Journey
Research shows that when workers are more financially secure, key business outcomes such as productivity, customer satisfaction, employee turnover, and employee engagement improve. Chobani has made workers’ financial security a priority. In this session, we explore Chobani’s workplace finhealth strategy, implementation, and outcomes, from granting all employees equity awards in 2016 to raising its starting minimum wage to $15 per hour in 2020.
Franz Paasche, Chief Corporate Affairs Officer, PayPal
Grace Zuncic
, Chief People and Culture Officer, Chobani

Using Data to Design Workplace FinHealth Solutions
Understanding the needs of your employees is the first step in creating an effective employee financial health program. In this session, we’ll discuss  how Humana built its Wellbeing Snapshot to provide leaders with a 360-degree view of  associate well-being and how the firm uses that data to inform the design of its financial health programs.
Beth Brockland, Senior Director, Financial Health Network
Ryan Igleheart, Associate Well-being Manager, Humana Inc.

Behavioral Design and Removing Barriers to Emergency Savings
Lack of emergency savings hinders financial resiliency, and workplace programs to make automated savings contributions can help. The Financial Health Leaders Lab used behavioral design techniques in partnership with Even Responsible Finance to study the impact of presenting users with an active choice to save during onboarding to an employer-based financial management platform. Commonwealth developed a template approved by the Consumer Financial Protection Bureau to ease regulatory hurdles that might prevent employers from offering certain automated savings products. Our panelists share how enhanced user experience, and decreased regulatory uncertainty, will help drive results.
Brian Gilmore, Director, Commonwealth
Naim Kabir, Software Engineer and Applied Scientist, Even Responsible Finance
Moderator: Heidi Johnson, Director, Financial Health Network

Understanding the Impact of Workplace FinHealth Programs and Solutions
For many HR leaders, the question is no longer, “What is financial wellness?” or “Why should we offer a financial wellness program?” The question is, “What works?” In this session, leaders from Washington University in St. Louis will summarize some of the key takeaways from working with financial health-focused fintechs, highlighting early findings about what works best and for whom. Join us to explore tips and ideas on how employers can and should start to think about assessing the impact of their financial health programs.
Mathieu Despard
, Associate Professor, UNC Greensboro
Lucy English, PhD, Head of Measurement, Brightside
Miriam Freeman, Senior Associate, Global Philanthropy, JPMorgan Chase
Ennie Lim, Chief Executive Officer and Co-Founder, HoneyBee
Harsha Puvvada, Co-Founder, MedPut
Anuraag Tripathi, Chief Executive Officer, Manifest
Ronnie Washington Jr., Founder and Chief Executive Officer, Onward Financial

Sneak Peek: The Financial Health Network’s Employer Financial Health Toolkit
How can you better understand, support, and strengthen the financial health of your employees? Better yet, how can you do it using strategies that align with and advance your business goals? Catch a pre-launch preview of the Financial Health Network’s latest toolkit for HR leaders and employers. This free guide is full of tools, advice, and case studies designed to help you easily and practically diagnose and address the financial health challenges of your employees.
Beth Brockland, Senior Director, Financial Health Network

Ask the Experts: Day 1 Interactive Roundtable and Closing Remarks
Join some of the experts from our amazing Day 1 lineup for an interactive roundtable on workplace financial health. As audience members, you will drive the conversation. Our experts will respond to your follow-up questions on prior sessions or any other pressing workplace finhealth topics on your mind.
Mathieu Despard, Associate Professor, UNC Greensboro
Ryan Igleheart, Associate Well-being Manager, Humana Inc.
Naim Kabir, Software Engineer and Applied Scientist, Even Responsible Finance

Moderator: Beth Brockland, Senior Director, Financial Health Network

Day 2

April 8, 2021

Planning for Transformation in Workplace FinHealth

Workplaces are changing at an overwhelming pace. How will the trends of today shape the future of work and workplace finhealth tomorrow? Prepare for what comes next with guidance from leading experts in employment and human resources on Day Two of EMERGE Workplace, as we discuss the critical relationship between business innovation and financial health across industries and demographics.

Welcome and Opening Remarks
Matt Bahl, Vice President, Workplace Market Lead, Financial Health Network

Economies of Value in the Workplace of the Future
As business and HR leaders consider financial health solutions, the very nature of work is transforming in real time. In this presentation, Prudential’s Vicki Walia shares her valuable perspective on the workplace of the future, including the new skill sets and economies that will shape the value exchange between employers and employees, as well as implications for the future of workplace finhealth.
Vicki Walia, Ph.D., Chief Talent and Capability Officer, Prudential Financial

How Comcast Built an HR Innovation Hub
CHROs and their teams are routinely tasked with critical initiatives that can transform the business. Yet in most cases, HR operates as a reactive function directed by corporate mandates. Not so at Comcast – the company takes a proactive approach to driving innovation through HR. In this session, Comcast’s HR leaders share how they are using data, employee personas, and a “test-and-learn” culture to create a hub of innovation within the business.
Stephen Hoelper, Vice President Total Rewards Innovation and Product, Comcast
Jill Personett, Senior Director, Total Rewards Innovation and Product, Comcast
Moderator: Hannah Calhoon,
Vice President, Financial Health Network

Driving Equitable Financial Health Outcomes
Is your organization offering financial health for some or for all? Many companies have made bold commitments to promoting diversity, equity, and inclusion (DEI) within their organizations, but may not have considered how equity applies to their employee financial health programs. In this session, HR and DEI leaders share their experiences applying a DEI lens to employee financial health initiatives – and how this approach is advancing equitable outcomes for all.
Michael Lennartz, Senior Vice President, Total Rewards, Mastercard
Turiya Gray, Chief People Officer, Financial Health Network

FinHealth on Main Street: Small Business Workplace Innovation
Small businesses are the anchor of the U.S. economy, employing nearly half of all American workers. While small businesses may not have the scale and resources of large corporations, they can still successfully promote the financial health of their employees. In this session, Pacific Community Ventures, a nonprofit social enterprise and financial institution that invests in small businesses and big ideas, hosts a conversation on workplace finhealth innovation and tools for small and mid-sized businesses.
Bulbul Gupta, President and Chief Executive Officer, Pacific Community Ventures
Lila Owens, Founder, Cupcakin’ Bake Shop

Ask the Experts: Day 2 Interactive Roundtable and Closing Remarks
Join some of the experts from our amazing Day 2 lineup for an interactive roundtable on workplace financial health. As audience members, you will drive the conversation. Our experts will respond to your follow-up questions on prior sessions or any other pressing workplace finhealth topics on your mind.
Bulbul Gupta, President and Chief Executive Officer, Pacific Community Ventures
Jill Personett, Senior Director, Total Rewards Innovation and Product, Comcast
Moderator: Matt Bahl, Vice President, Workplace Market Lead, Financial Health Network

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