Module 1

Corporate Wellness 101

This session provides a comprehensive overview and introduction of how to begin a corporate wellness program for companies of any size. This session will provide you with the basic elements of a successful wellness program, common wellness/benefits terminology and concepts and discuss some general best practices. This session covers many of the core concepts that are found on the Certified Corporate Wellness Specialist® designation exam.

In this session, you will learn:

  • A basic history of employer wellness programs
  • The business case for offering a wellness program
  • Common wellness program components including incentives, biometric screenings, health risk assessments, etc.
  • An overview of wellness program success measurement, including ROI and VOI
  • General overview of successful wellness program best practices

Denise Holland, President, Owner, Healthcare Revolution; Inside Employee Wellness & Consulting, Director of Wellness Hogslat

Module 2

Developing a Corporate Wellness Culture – Everything You Need to Know in Five Words

While successful wellness initiatives in the workplace are implemented to reduce healthcare costs, increase productivity, and much more, they can also, unfortunately, drain a company’s resources. Wellness programs not only must be more than a quick transformation, but one in which it transforms a culture from stepping out of bad habits and into good habits. This will allow for a workplace to become positively affected by the health and well-being of its employees – thus having an influence on the overall culture of the entire workplace.

In this session, you will learn:

  • How leading employers create, implement and maintain a culture of wellness within their organization(s)
  • The challenges of creating a culture of wellness and how to overcome them within your organization(s)
  • How to understand your population in order to craft a successful workplace philosophy
  • They key points – each off the words begin with the letters in the word culture:
    • Create a culture of health
    • Understand your population
    • Leverage community links
    • Test effective wellness activities
    • Use information and measurement
    • Reshape the internal work environment to foster wellness
    • Engage employees and their families

Ralph Lardieri, Wellness Manager, Wawa, Inc.

Jim Wilton, Administrator Group Health & Wellness, Cardone Industries, Inc.

Module 3


Communicate Well; It’s Not Just What You Say, But How You Say It!

What does your wellness program say to your employees? Does is show a level of concern for their life-satisfaction and happiness or does it look like a corporate cost saving strategy?

Learn how your wellness program can use these same skillful psychology triggers that marketers use, to inspire healthier behaviors in your population.

This session will help you to:

  • Learn to create a strategic communication plan including effective frequency of message delivery and content containing clear and concise messaging with emotional relevancy.
  • Have a better understanding of how and where key messages to populations are getting lost or misinterpreted.
  • Discover wellness communication strategies that focus on improving life satisfaction by providing guidance such as decision making support, stress management and resiliency tools and relationship skills to improve social support as a means to increase life satisfaction which lead to healthier decisions as a priority


  • Bernadette Melnyk, Dean, Associate Vice President for Health Promotion, Chief Wellness Officer, Ohio State University
  • Amy Cohen, President, Inspired Perspectives LLC

Module 4

What I Got Right From Failing at Corporate Wellness

While there are many studies that approach well-being from an overall perspective, no studies were found that focused exclusively on better understanding the employee-employer relationship and its association to well-being – both at work and at home. Learn how one company applies these learnings to build out their corporate well-being offering.


Join us as OC Tanner’s Vice President of Business Development, Michelle Smith, presents new global corporate wellbeing research which includes insights to establish a business case for well-being as well as the benefits that move the needle for organizations. Michelle will facilitate a Q&A with Larry H. Miller Company Group’s (Tenth Largest Automotive Dealer in the US) Senior VP of HR, Lynda Jeppesen and they’ll discuss the new research and lessons learned from the implementation of corporate wellness programs.


In this session we will explore:


  • Employee recognition at work has a substantial impact on the well-being of people – both inside and outside of work
  • Of the three aspects of health the research discusses (physical, social, mental), one has a larger impact than the others on overall well-being
  • We have a lot of work to do – the majority of employees aren’t being recognized at work and their well-being is suffering



  • Lynda Jeppesen, Senior Vice President of Human Resources, Larry H. Miller Company Group
  • Michelle M. Smith, CPIM, CRP, Vice President, Marketing, O.C. Tanner

Module 5

Making Dollars & Sense Out of Wellness Incentives ~ A Candid Industry Discussion

Four out of five employers offer wellness programs with the expectation that they will improve employee health and productivity and reduce their health plan costs. But despite broad access to wellness programs, employee participation has been limited, leading employers to experiment with incentives to encourage participation. Is a comprehensive program enough, or must employers offer employee incentives to make wellness work?


Join us as we sit down with three corporate wellness industry leaders and explore:

  • The who, what where, why and when of successful incentive program offerings
  • Exploration of industry feedback and research provided by joint GiftCard Partners & CHWA survey results on the types of incentives that work to truly engage employees
  • Industry insights into the role and impact of incentive-centric programs and support, both currently and in the future

– Dr. James Kelley, President & Host, Brave Endurance; Executive After Hours: Real conversations with leaders Podcast



  • Al Lewis, Author & Instructor, Why Nobody Believes the Numbers, Population Health Outcomes Measurement
  • Renae Coombs, Benefits, Wellness & Compensation Manager, SAIF Corporation
  • Mitch L. Martens, Administrator, Employee Wellness, Cedars-Sinai Health System
  • Deborah Merkin, Co-CEO, GiftCard Partners

Module 6

Shared Values Shared Results™ Putting Value of Caring into Action

Each organization is unique and Shared Values Shared Results, Positive Organizational Health (including Positive Individual Health), Measure and Communicate What Matters, Value of Caring, and a Win-Win Philosophy are key concepts to use in the journey. The second half of the presentation will be devoted to an actual company experience focusing on the development of the Value of Caring concept and on identification of the indicators to drive the value for employees and the employer.
In this session we will provide insight into:

  • Shared Values and Shared Results and at least three shared values and three shared results
  • Positive Organizational Health as a Win-Win Philosophy
  • Value of Caring and why it is part of the Win-Win Philosophy
  • At least five indicators to use in demonstrating the Value of Caring


  • Dee W. Edington, Founder & CEO, Edington Associates
  • Olga Reupert, Vice President, Benefits and Compensation, Hub International

Module 7

What is Technology’s Role in Boosting Employee Engagement in Well-Being?

These are digitally driven times. The workplace is being redefined, with boundaries between professional and private lives increasingly ambiguous, and people hyper-connected. Companies recognize that technology allows them to shape experiences and outcomes in ways that were not previously possible. Those on the forefront of this evolving trend are using technology to drive change in all aspects of their business, including well-being programs. The flexibility and “learning” capabilities of technology, coupled with strong evidence that technology strengthens engagement and behavior change, translate into its increasingly important role in personalizing the well-being experience for employees. The question is: how can you most effectively use technology to increase employee engagement in your well-being program and drive optimal outcomes?
This session will


  • Describe best practices for incorporating technology into workplace well-being programs
  • Explain how to use technology to improve employee engagement and achieve optimal well-being outcomes
  • Develop strategies for sustaining employee engagement with behavior-change technologies



  • Heather Provino, Chief Executive Officer, Provant Health Solutions
  • Glenn Haskell, Benefits Manager, New Balance

Module 8

Wellness Incentive Programs – Navigating Legal Landmines and Designing Effective Employee Communication Strategies

This educational session will outline the key legal requirements that an employer must address in designing and implementing a legally compliant wellness program. We will provide a legal overview of the rules and regulations required by the Affordable Care Act, HIPAA, GINA, the Tax Code and the recently proposed regulations issued by the EEOC under the Americans with Disabilities Act. We will then [walk you through/showcase] one employer’s [award-winning] communication strategy for successful employee engagement in health and wellness.

In this session, leading experts will address:

  • How your wellness program can successfully navigate the multitude of federal laws that apply to wellness programs
  • What penalties and incentives are legal in persuading employee participation and the penalties for noncompliance
  • Lessons learned from EEOC enforcement: consequences for employers in making a wellness program mandatory v. voluntary
  • Effective communication strategies for employee engagement

Bernie Knobbe, Vice President, Global Benefits, AECOM

Susan M. Nash, Partner, McDermott Will & Emery

Module 9

When Life Gets in the Way of Well-Being: EAP &Work-Life Management as a Prerequisite to Health

Traditional “transactional” health care often concentrates on the closure of gaps in care, with secondary attention to emotional and life issues. This session introduces the idea that resolution of EAP and work-life issues is an essential component of health care delivery, without which other health and wellness services are less likely to succeed.


Novartis is piloting an innovative program called “Well Being @ Novartis” in their flagship campus in East Hanover, N.J. Featuring on-site primary care, nutritional counseling, behavioral health assessment, eye care, physical therapy and pharmacy services, Well Being @ Novartis offers an approach that combines the high-touch care of physicians, nurses and counselors, with assessment and referral for both medical and behavioral health / work-life needs.


As the entry point to the services a “Health Navigator” completes an assessment based on the question “What is important to you?” Engaging the patient in this way opens the door to social and moral incentives and introduces services such as EAP counseling and work-life consultation at the outset. This empathetic approach may improve employee engagement in health and wellness activities, health improvement and overall well-being.
Attendees will learn how to:

  • Assess employees’ behavioral health and work-life needs, using existing data as well as surveys
  • Review points of access to care and opportunities for intervention and providing additional resources
  • Benchmark and track results in terms of program participation, resolution of issues and reduced overall costs



  • Rob Goldsmith, Medical Director, Novartis Pharmaceuticals

Module 10

Engaging the Generations – What Makes us Tick? A Look at Millennials and More!

There is broad recognition to the fact that there are four generations in the workplace. We hear about the differences between the Gen X’ers, Millennials, Boomers, and Silent Generation – but really what are they? Generations are different in what works best for them in the workplace. It is important to match generational preferences with strategies to assist employees to reach their full potential and stay engaged.

  • Understand Millennials’ attitudes and perceptions toward health and wellness
    • What they look for in employer programs?
    • What gets them to pay attention, participate and become engaged?
    • What turns them on (triggers) and what turns them off (barriers)?
    • Where they get information?
    • Who they trust?
  • Understand how to leverage triggers and overcome barriers to connect and engage
  • Identify health and wellness program design, incentives and communications that resonate

-Victor Villanueva, Managing Director, The ROC Group

– Jonathan So, Senior Director, Customer Initiatives, Detroit Regional Chamber and 2015 Healthy Policy Fellow for the Center of Healthcare Research and Transformation
– Adam Moret, Well-being Specialist, Jones Lang LaSalle
– Amanda Borths, Wellness Program Specialist, Meijer
Ashley Weigl, Associate Director, Health Risk Reduction Services, MHealthy, University of Michigan