Course

Organizational Strategies for Health and Financial Wellness

The complexities of managing and retaining talent at your organization have increased in the past few years. This course is designed to explore the importance of financial literacy and wellness in your organization and discuss effective ways to measure and identify what works and what doesn't in attracting and retaining your organization's employees. Discover new ways to handle situations such as succession planning and communication strategies in this two-day course with your peers and experts in the field. Ensure your organization is on the right track for success, and network with others to gain new insights while gaining take-home action items to improve your organization's strategies for health and financial wellness.

Topics Covered

  • Terminology and concepts
  • Defining stakeholders and drivers
  • Behavioral influences
  • ROI and wellness in plans
  • Worksite wellness programs
  • The impact of financial issues
  • Identifying what can and cannot be measured
  • Tailoring your organization's communication strategy
  • Individual and population retirement management
  • Financial literacy content
  • Case study

Course Outline

View course outline

Day 1

  1. Legal and Technical Rules
    1. ERISA
    2. Mental Health Parity and Addiction Equity Act (MHPAEA)
    3. Americans with Disabilities Act (ADA)
    4. Pregnant Workers Fairness Act (PWFA)
    5. Health Insurance Portability and Accountability Act (HIPAA)
    6. Secure Act 2.0
      1. Student loans
      2. Part-time workers
      3. Emergency savings
      4. Withdrawal exceptions
  2. Disparities That Impact Employee Well-Being
    1. Social determinants of health (and wealth)
      1. Economic stability
      2. Social and community context
      3. Neighborhood and built environment
      4. Health care access and quality
      5. Education access and quality
    2. Health and savings disparities
      1. Health disparities
      2. Savings disparities
      3. Financial well-being
  3. Addressing Barriers to Benefits Utilization
    1. Systems that affect participants/communities
    2. Systems approach
    3. Participant-level barriers
      1. Social determinants of health data
      2. Quantitative data
      3. Qualitative data
      4. Bias and discrimination
    4. Plan-level barriers
      1. Equitable and inclusive programs, strategies and resources
      2. Health and financial literacy
      3. Affordability
      4. Quality care
      5. Equitable and accessible provider networks
      6. Efficient access and quality
      7. Benefits integration
    5. Vendor/provider-level barriers
    6. Case study: Part 1
    7. Mental health
      1. Barriers to mental health care access
      2. Job accommodations
      3. Workplace policies

Day 2

  1. Formulating a Benefits Strategy
    1. Benefits and well-being
    2. Components to an effective DC plan
      1. Auto enrollment
      2. Emotional biases
      3. Behavioral finance
    3. Components to an effective financial well-being program
      1. Financial education
      2. Technology
      3. Integrated and holistic delivery
      4. Financial stress by generation
  2. Approaches to Increase Benefits Engagement
    1. Benefit plan communications
      1. Engagement
      2. Accessibility
      3. Communicate to build trust
      4. Reinforce messaging
  3. Case Study: Part 2

Course Applies To

Jul 2025 Oct 2025 Apr 2026

Pricing

July 14 - 15, 2025

Chicago, IL

Through June 2, 2025

US$1,400.00

Member

US$1,620.00

Nonmember

After June 2, 2025

US$1,700.00

Member

US$1,920.00

Nonmember

Pricing

October 6 - 7, 2025

Hilton Austin, Austin, TX

Through August 25, 2025

US$1,400.00

Member

US$1,620.00

Nonmember

After August 25, 2025

US$1,700.00

Member

US$1,920.00

Nonmember

Pricing

April 27 - 28, 2026

Scottsdale, AZ

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

Jul 2025 Oct 2025 Apr 2026

Monday, July 14 - Tuesday, July 15, 2025

Chicago, IL

8:00 AM - 5:00 PM

Organizational Strategies for Health and Financial Wellness - Day 1

8:00 AM - 3:00 PM

Organizational Strategies for Health and Financial Wellness - Day 2

Monday, October 6 - Tuesday, October 7, 2025

Hilton Austin, Austin, TX

8:00 AM - 5:00 PM

Organizational Strategies for Health and Financial Wellness - Day 1

8:00 AM - 3:00 PM

Organizational Strategies for Health and Financial Wellness - Day 2

Monday, April 27 - Tuesday, April 28, 2026

Scottsdale, AZ

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