Organizational Strategies for Health and Financial Wellness
This course is designed to provide the essential tools to foster a culture of holistic well-being within an organization. The impact of the pandemic and inflation has significantly impacted employee well-being and has exacerbated health and savings disparities. This course will delve into strategies to address the socio-economic challenges employees are facing, emphasizing the importance of tailored programs that promote physical and financial well-being for all employees. In this two-day course, participants will walk away with actionable approaches to implementing health and financial well-being programs that enhance employee engagement and can meet the diverse needs of the workforce.
Topics Covered
- Legal and Technical Rules
- Disparities That Impact Employee Well-Being
- Addressing Barriers to Benefits Utilization
- Formulating a Benefits Strategy
- Approaches to Increase Benefits Engagement
- Case Study
Course Outline
Day 1
- Legal and Technical Rules
- ERISA
- Mental Health Parity and Addiction Equity Act (MHPAEA)
- Americans with Disabilities Act (ADA)
- Pregnant Workers Fairness Act (PWFA)
- Health Insurance Portability and Accountability Act (HIPAA)
- Secure Act 2.0
- Student loans
- Part-time workers
- Emergency savings
- Withdrawal exceptions
- Disparities That Impact Employee Well-Being
- Social determinants of health (and wealth)
- Economic stability
- Social and community context
- Neighborhood and built environment
- Health care access and quality
- Education access and quality
- Health and savings disparities
- Health disparities
- Savings disparities
- Financial well-being
- Social determinants of health (and wealth)
- Addressing Barriers to Benefits Utilization
- Systems that affect participants/communities
- Systems approach
- Participant-level barriers
- Social determinants of health data
- Quantitative data
- Qualitative data
- Bias and discrimination
- Plan-level barriers
- Equitable and inclusive programs, strategies and resources
- Health and financial literacy
- Affordability
- Quality care
- Equitable and accessible provider networks
- Efficient access and quality
- Benefits integration
- Vendor/provider-level barriers
- Case study: Part 1
- Mental health
- Barriers to mental health care access
- Job accommodations
- Workplace policies
Day 2
- Formulating a Benefits Strategy
- Benefits and well-being
- Components to an effective DC plan
- Auto enrollment
- Emotional biases
- Behavioral finance
- Components to an effective financial well-being program
- Financial education
- Technology
- Integrated and holistic delivery
- Financial stress by generation
- Approaches to Increase Benefits Engagement
- Benefit plan communications
- Engagement
- Accessibility
- Communicate to build trust
- Reinforce messaging
- Benefit plan communications
- Case Study: Part 2
Course Applies To
October 6 - 7, 2025
Hilton Austin,
Austin, TX
Pricing
Through September 8, 2025
US$1,400.00
Member
US$1,620.00
Nonmember
After September 8, 2025
US$1,700.00
Member
US$1,920.00
Nonmember
April 27 - 28, 2026
Hilton Scottsdale Resort & Villas,
Scottsdale, AZ
Pricing
Through March 16, 2026
US$1,495.00
Member
US$1,715.00
Nonmember
After March 16, 2026
US$1,795.00
Member
US$2,015.00
Nonmember
Continuing Education
Educational sessions at this program can qualify for CEBS Compliance credit. Visit www.cebs.org/compliance for more information.
Agenda
Monday, October 6 - Tuesday, October 7, 2025
Hilton Austin, Austin, TX
8:00 AM - 5:00 PM
Downloads
8:00 AM - 3:00 PM
Downloads
Monday, April 27 - Tuesday, April 28, 2026
Hilton Scottsdale Resort & Villas, Scottsdale, AZ
8:00 AM - 5:00 PM
8:00 AM - 3:00 PM