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Total Rewards

Worksite Wellness - Ensuring Integration with Your Total Benefits Strategy

Mary Pozatek, CWWPC, Northwestern Benefit Corporation of Georgia

Applies to: All HR Levels

SHRM Competencies:

  • Leadership & Navigation
  • Business Acumen
  • Critical Evaluation
  • Communication

Worksite wellness is a critical part of any employer’s benefit strategy but it is often not fully integrated with other offerings that are available. This results in lower-than-normal participation rates and missed opportunities for measuring the results of programming. Integrating worksite wellness programming into areas such as safety, EAP/behavior, health, disease management, or disability programming can have a large impact on employee engagement as well as positive impact to the employer's bottom line. This session will discuss opportunities for integration as well as practical steps for employers at any stage in their work site wellness journey.

Learning Objectives:

  • Define work site wellness
  • Determine areas of potential integration at their own work site
  • Identify one or two next steps to integrate their benefit strategy

Mary Pozatek leads the Northwestern Benefit Corporation’s Corporate Wellness initiatives, where she is responsible for developing, implementing and maintaining worksite wellness programming for each of her clients. She is a Certified Worksite Wellness Consultant and has achieved Faculty status from WELCOA (Wellness Council of America.)

With over 10 years’ experience in the health promotion field and a Master’s Degree from the University of Florida in Exercise and Sports Science, Mary is able to create impactful and culture changing initiatives and programs regardless of client size or available resources.

In her current role, Mary has been able to not only assist clients build programming that has created measureable results, with many earning Atlanta’s Healthiest Employer awards and the American Heart Association Fit Friendly Company designation but has also been a part of the internal wellness program at Northwestern Benefit Corporation. This program has created a culture of wellness around the office that has grown year after year and has shown improvements in biometric data and participation rates in the high 80%s. Mary has a passion for wellness and improving the health of employer populations and believes that every company should begin the journey to invest in the health and well-being of their employees no matter where they are at the current time.

Undergraduate Degree: State University of New York At Cortland
Graduate Degree: University of Florida

Mind-Warrior Training - How to Live a Balanced Life in An Unbalanced World: Lessons from a Black Belt

Christopher Carey & Annah Kate Gillette, Chasing Meditation

Applies to: Mid-Level and Senior HR Professionals

SHRM Competencies:

  • Leadership & Navigation
  • Ethical Practice
  • Critical Evaluation

Work-Life Balance is a MYTH. When we are engaged in something we need to be engaged in exactly that and only that! The challenge is to be able to focus intensely on the matter at hand pull out reset by clearing our minds and emotions (yes emotions are just as important as thoughts) and then jumping back in to and focus on the new activity at hand. Is this easy to do? No way. But it is simple. It takes practice for sure but more importantly it takes a structured method and discipline to do the right things. And it has been proven by martial artists worldwide for centuries. We will teach you their secrets and skills. We incorporate advanced Meditation training to accelerate your ability to make this quantum leap in life much more easily and much more quickly.

Learning Objectives:

  • Explore the disciplined actions Mind Warriors execute daily
  • Learn how Mind Warriors think differently from others
  • Understand how to quiet the mind and emotions by resetting at work, home, and play

Chase Carey: Chase spent 20 years in Corporate America in significant positions. In 1998 as a VP of Underwriting for Aetna, he contacted the chief medical officer telling him of the benefits of Meditation and Complementary and Alternative Medicine (CAM) techniques. His meditation work began at The Monroe Institute in Virginia, having participated in on-site programs which are 24/7 immersions into deep meditative states. The training enabled him to re-enter any number of meditative states near instantaneously at will anywhere, anytime including at work while solving complex problems as a career insurance executive.

In his early 50s, Chase started training in martial arts. At age 56, he became a district champion in taekwondo weapons, at 57 he became a first-degree black belt, and at 58 a second-degree and his training has continued since. He has found that black belts think, act, and meditate differently in their daily lives which enable them to create extraordinary results in life. He will share these secrets with you.

Annah Kate Gillette, Chief Trouble Maker, Senior Trainer-In-Training: Annah shakes things up. She will challenge the way you think and what you do. But don't worry because she will teach you to take control of your own life and create the high-performing results you've always desired! You will not be the same person after you have trained with her – you will marvel at your transition and your boss will not recognize you!

After studying marketing and management at the University of Mobile, she moved to metro Atlanta to work in Corporate America. There, she became a big believer that people, through Corporate America, can and will change the world; all they needed were better tools to self-develop their people. The stress and the personality of corporate politics eventually left her less than enthused, so she struck out on her own, running a health and wellness franchise.

Annah brings with her significant experience in marketing, management, and has a unique ability to help people get what they want as well as what they need, the latter most often being missed by people. She is an award-winning bathing suit competitor, an entrepreneur, and is now teaching 1 billion people to meditate by 2025. She is engaging, charismatic, and she will win you over with her smile. Once you hear what she has to teach, she will win over your hearts and minds too.

Bring Financial Confidence to the Workplace

Joe Kurelic & Richard MacKelfresh, Ameriprise Financial

Applies to: Mid-Level and Senior HR Professionals

SHRM Competencies:

  • Leadership & Navigation
  • Business Acumen
  • Relationship Management
  • Consultation
  • Communication

The Ameriprise financial wellness program can help employers promote financial confidence among their workers by educating and advising them on:

  • Managing everyday expenses
  • Making the most of their company benefits
  • Planning for retirement

Our program offers practical advice educational workshops; online resources that can help employees make informed financial choices and be healthier contributors to their workplace. Increased productivity and higher rates of employee retention have been shown to be tied to employees' financial wellness. Companies spend their time and money to create competitive benefits packages that are often under-utilized because employees are left to interpret them on their own. We work with HR departments to help reduce the burden of providing this guidance.

Learning Objectives:

  • Better understand the effects of financial stress on an employee workforce and how it impacts productivity, health, and the personal and professional lives of employees
  • Understand how offering access to a licensed financial professional can reduce the liability and administrative burden placed on HR departments to provide advice to employees during open enrollment, new hire, and on-boarding as well as throughout the year
  • How offering employees this guidance helps improve benefits package understanding, employee loyalty/retention, and gives a competitive edge while recruiting talent to your organization by promoting this piece of your benefits package

Joe Kurelic: As a Financial Advisor with Caruso & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc., Joe specializes in financial planning for families and business owners and offers education to employee work forces through the Ameriprise Financial Wellness Program. He and his wife, Jessica, have two children and live in Sandy Springs. Both are Atlanta natives and continue to be active in the local communities. Outside of business, Joe enjoys family time, fly fishing, golfing, concerts, and spending time in the outdoors. Enjoying time on the water and watching Atlanta Falcons football are some favorite activities. Joe have been fortunate to find a profession where his clients are companies, families, and individuals whom he looks forward to working for and spending time with every day. Being able to positively impact the lives of his clients by helping them control their finances has been, and continues to be, extremely gratifying.

Richard MacKelfresh: Richard has 17 years of experience and is a certified financial planner. He enjoys every moment he gets to contribute to the realization of his client's dreams and goals. As a fiduciary with a strong team of industry specialists at his side, Richard specializes in creating executable financial plans for business owners, families, private wealth holders and the LGBT community. Richard and his wife, Jamie, and their three children live in the bustling Brookhaven community. Richard is an active board member with Caring Works, serving in the capacity of their treasurer. He also supports the Autrey Mill Nature Preserve and History Center as well as the Johns Creek Rotary. While his day-to-day can be a whirlwind of activity, he very much enjoys time with his family, playing music and going to concerts.

Publicizing Your Investment: Successfully Communicating Your Organization's Total Investment in Your Multigenerational Workforce

Jeffrey Bloom & Kathi McMullan, SHRM-SCP, VCG Consultants

Applies to: All HR Levels

SHRM Competencies:

  • Business Acumen
  • Communication

Studies show that HR leaders are currently having to identify how to best connect with multiple generations in the workplace. One of the most impactful communications an organization can develop is sharing the true total investment they make in each employee. In this session members of the VCG Consultants team will explore tips and tricks to effectively communicating your organization's total benefits package with your multigenerational workforce. We will identify the ways that generations in your workforce like to receive detailed corporate communications as well as our experiences in the most effective ways to deliver the full impact of your organization's investment.

Learning Objectives:

  • Recognize the most effective way to communicate complicated benefit details with a multigenerational workforce
  • Find new ways to evaluate your benefits package and how to best present that investment to employees
  • Identify new ways to design your total rewards communications (whether in print or electronically) in the most effective manner for each generation

Jeffrey Bloom: Jeff is a consultant that works in VCG's Human Resources Employee Benefits and Communications practices. He consults in the following areas: administration technology, Affordable Care Act compliance administration, benefit plan marketing and renewal, benefits compliance, employee communications, HR strategy development/refinement, implementation management, organizational change, organizational effectiveness, total rewards design and administration. Prior to joining VCG, Jeffrey held various positions in higher education including Operations Administrator IT Assistant and Conference Manager at American University and worked on the staff of a U.S. Congressman. Jeffrey earned a Bachelor of Business Administration with a concentration in Finance and also a Master of Business Administration with a focus in Management Organizational Behavior and Entrepreneurship--both from American University in Washington D.C. Additionally, Jeffery holds the Society for Human Resource Management's Senior Certified Professional (SHRM-SCP) certification.

Kathi McMullan is a director and senior advisor at VCG Consultants, an Atlanta-based Benefits and Human Resources consulting firm. She leads the firm’s Communications and Human Resources consulting practices. Kathi partners with senior organizational leaders to develop and execute strategies and communications that advance business priorities. She consults in the following areas:

  • People strategy development
  • Organizational change and effectiveness
  • Learning and performance
  • Executive and employee communications
  • Total rewards
  • Employment branding

Prior to joining VCG, Kathi worked for both mid-sized and Fortune 100 companies, where she held leadership positions in talent management and communications. Kathi also has international experience, having led the management & organizational development function for the Europe, Middle East, and Africa region of a global telecommunications company.

Kathi earned a Bachelor of Arts degree in Organizational Management from Oglethorpe University and also holds a Master of Science in Learning and Organizational Change from Northwestern University. She served a two-year term on the Board of Directors for the Society for Human Resource Management (SHRM) Georgia State Council, and is currently a member of the Advisory Council for the Georgia Department of Education Workforce Readiness/High School Business Certification Program.