2018 IBI Annual Forum - Integrated Benefits Institute · Parental Leave, Patients and Practicality: A Parental Leave Case Study from Northwell Health Prudential Financial American

| 2018 IBI ANNUAL FORUM MARCH 12-14, 2018 WESTIN ST. FRANCIS 1

2018 IBI Annual Forum MARCH 12-14, 2018 WESTIN ST. FRANCIS 335 POWELL STREET SAN FRANCISCO CA

Monday, March 12, 2018

10:00-11:00AM Pre-Conference Session 1

Data Management

Dr. Bruce Sherman, Assistant Clinical Professor, Case Western Reserve University Dr. Bruce Sherman will explore how one critical variable continues to be missing from the HR strategic equation in most organizations--the health and wellbeing of the employees. The evidence for the impact of health and wellbeing issues on all the dimensions of workplace performance--physical, mental, and psychosocial--is substantial and growing. Yet most companies fail to see health as a vital part of human capital, just likes skills and motivation. Making and acting upon the connection between health and productivity is an exciting new opportunity for HR professionals if they will seize it--bringing their understanding of the nature and needs of the changing work force to help guide the best investments in employee health as measured by gains in business performance.


Transformation to Optimize People, Productivity and Performance: Driving Change Through Innovation

Gary Earl

The past three decades have seen a dramatic rise in the percent of the population diagnosed with chronic disease such as diabetes and hypertension. The incidence of these health conditions, compounded with other serious health issues, including obesity and stress, continue to increase year over year. They are eroding our nation’s overall health status and driving health care costs steadily upward at unsustainable levels. Reducing the avoidable costs, while simultaneously addressing the natural and unnatural causes associated with these conditions, is critical in meeting the twin challenges of promoting affordable health care and fostering continued economic growth. We have a choice: continue along the pathway of the status quo in the workplace and community or


alter it by modifying our behaviors while focusing on optimizing people, productivity and performance.

Join us as together we both review and consider the power and potential that comes though emerging, collaborative and innovative approaches and solutions that are driving the much-needed change in today’s trends while simultaneously setting a new course of improvement for individuals, companies and our communities alike.


Supplier Coordination and Management

Chris McSwain, President, Integrated Benefits Institute

Employers continually seek to maximize the value from health-related benefits programs for employees and bottom line. One path toward success is to align supplier partners to take full advantage of their individual capabilities and more importantly, to leverage resources from all of them working together. This pre-conference workshop will show you how one IBI member successfully overcame obstacles at three Fortune 500 companies. You will be presented with practical guidance, tools and case study examples used to establish a higher performing supplier network and improved member experience for employees and their families.


Leveraging IBI Tools

Dr. Brian Gifford, Director, Research and Analytics, IBI

IBI Director of Research and Analytics Dr. Brian Gifford will cover practical measurement tools and strategies for linking employee health, wellbeing and productivity. These resources can help employers better understand the opportunities for improving the health and productivity of their people, and improve the value that suppliers provide to their clients and partners.

11:00AM-12:20PM Lunch

12:20-12:30PM Opening of Forum and Welcome Remarks

12:30-1:30PM Keynote Session (TBD)

1:30-1:45PM Refreshment Break

1:45-2:45pm Breakout Session #1


STD & LTD: Understanding the factors that predict transferring short to long-term disability

ReedGroup’s MD Guidelines Kara Contreary, Economist, Mathematica Policy Research Tower Automotive Approximately 10% of disability cases attribute 50% of the total leave costs. Understanding the demographic and diagnostic factors associated with cases moving from short-term disability (STD) to long-term disability (LTD) would enable disability managers to target potential high-cost cases. This presentation will describe the findings from a collaborative research project which used data from both Integrated Benefits Institute’s Health and Productivity Benchmarking Data, and data directly from Tower Automative. The presentation will explore factors such as leave diagnosis, job class, age, sex, and income. Using Tower Automotive as a validation data set provides an opportunity to confirm the insights found in the IBI data and expand upon the employee characteristics that are predictive of STD exhaustion. For both datasets, the presenters used novel machine-learning algorithsm to build robust models and optimize predictive ability. The presentation will conclude with a discussion by a Tower Automotive representative on the future of these STD to LTD insights within their company, including the cost effectiveness of triaging cases.


Parental Leave, Patients and Practicality: A Parental Leave Case Study from Northwell Health

Prudential Financial American Benefit Consulting Northwell Health This case study that will highlight the multi-pronged analysis undertaken by Northwell Health, a 60,000 employee health system headquartered on Long Island, and its partners (American Benefit Consulting & Prudential) as they developed and implemented a paid parental leave strategy and program. Specifically, this presentation will explore (a) the custom benchmarking Northwell used to inform its decision; (b) how predictive cost and productivity analytics played a role in developing the program; (c) how the unique business headwinds facing healthcare employers, including regulatory uncertainty and operational and personnel challenges - such as the competition for talent in the face of a national nursing and physician shortage - factored in; (d) how the team accounted for NY PFL; and (e) how the team plans to measure, evaluate, and monitor the paid leave program from both a cost and ROI perspective. The presentation will share the nuanced, detailed, and analytical process that considered the unique business aspects of large health systems.


However, the lessons are applicable to all employers, large or small, who are seeking to better understand how to address and measure the impact of paid parental leave.


An Innovative and Practical Approach to a Total Health Strategy

Dr. Tyler Amell, Morneau Shepell Sherry Thomson, Chief Human Resources Officer, NB Power Dr. Bill Howatt, Chief Research & Development Officer, Morneau Shepell

This session will focus on a novel approach to integrated workplace health and productivity. It is based upon a unique employee assessment approach designed to support strategy development at the organizational level, concurrent with employee-level, personalized directives and support on individual worker’s health needs. Through an applied case study conducted in partnership with an Energy Company, the session will explore mental and physical health drivers, as well as workplace and life behaviors, collectively referred to as the four pillars of health. These drivers will be discussed through the lens of a dual-accountability approach, with shared responsibility for the purpose of improving health outcomes, productivity and engagement at the organization.


Work is Changing and Reshaping Return to Work

Dr. Glenn Pransky, Scientific Advisor, Liberty Mutual Insurance

Employment conditions are increasingly less predictable; the large factory of the last century has been replaced by a highly distributed workforce, often working at home or out of a service or delivery vehicle, where the only interaction with co-workers or managers is through electronic communication. Jobs are changing or vanishing due to automation, artificial intelligence, and Uber-ization. The labor market is more diverse, getting older, with a workforce that is less healthy and dealing with more complex medical problems, yet many are delaying retirement due to financial issues. RTW strategies must adapt. Fortunately, new strategies and tools are emerging, that are better designed to address these challenges, some already implemented. These include web-based, coaching-supported engagement, tele-medicine, electronic health monitoring, enhanced electronic medical records and RTW coordination, and early supervisor engagement even remotely. Dr. Glenn Pransky, a leading expert on return to work research, will present some of the latest studies on ways to match RTW strategies to these new challenges, with scientific evidence for effectiveness and impact drawing on several recently published controlled trials, and a recently published comprehensive review of the


scientific and professional literature on the changing workforce, workplace and disability prevention. This will be followed with an example of an employer-based program, developed to achieve improved work disability results in this evolving context of work arrangements and workforce.

2:45-3:00pm Refreshment Break

3:00-4:00PM Plenary Session #1

Applying Big Data Analytics to Magnify Health Program Engagement

UPMC Lynch Consulting This session will highlight the evolution of a coordinated, proactive outreach program that leverages both comprehensive, integrated data and a Big-Data analytics engine. This one-of-a-kind project uses a data platform that incorporates all benefits, workplace factors, health risks, job performance, business unit characteristics, community metrics (and much more) to improve the wellbeing and business outcomes for over 60,000 employees at UPMC health plan.

In this presentation, the research team and a representative from UPMC HR will describe the unique, integrated approach the plan is taking to support its employees and how the newest Big Data capabilities are revolutionizing the ability to tailor outreach to individual needs. Specifically, the analytics engine is improving the accuracy of identification of those in need of support for issues such as musculoskeletal, extended absences and mental health. The project is especially unique because "risk" includes not only traditional health behaviors and safety factors, but also occupational risks (such as shift work) and culture issues (such as work engagement).

Further, by leveraging existing touchpoints (such as clinical check-ups, or registration for leave), UPMC programs are seeing five- to ten-fold increases in program engagement. Examples include coordinated FMLA and EAP services, risk management for extended absence for musculoskeletal conditions, wellness interventions, and business practices that effect unscheduled absence.

4:00-4:10PM Refreshment Break

4:10-5:30PM Early-Stage Technologies Presentation

5:45-7:15PM Opening Night Cocktail Reception and Health Innovators Meet and Greet

– Sponsored by AbbVie


Tuesday, March 13, 2018

6:30-8:00AM Breakfast

8:00-9:15AM Plenary Session #2

TBD

9:15-9:30AM Refreshment Break


CMO Panel Discussion

Dr. Ron Loeppke Dr. Dexter Shurney

Dr. Bruce Sherman, Assistant Clinical Professor, Case Western Reserve University

Dr. Brent Pawlecki Dr. Mark Boquet, Chief Health Officer and Director of Health Services, The Dow Chemical Company

Dr. William Buchta, President-Elect, American College of Occupational and Environmental Medicine


10:45-11:45AM Breakout Session #5

Combating Behavioral Health in the Workplace

David Beech, Consultant, Trion Group, a Marsh & McLennan Agency Thomas Cullen, Regional Practice Leader, Trion Group, a Marsh & McLennan Agency Phil Lacy, Absence Health & Productivity Practice Leader, Trion Group, a Marsh & McLennan Agency

LLC with John Hopkins Dr. Allen Tien, President, Medical Decision Logic, Inc Douglas Potvin, CFO, Trinity Logistics

To combat mental health issues, employers must recognize and accept that stress, depression and anxiety are commonplace. Employers must let associates know it’s okay to come forward with challenges by making resources available and creating an understanding environment. Delaware-based Trinity Logistics has focused on a culture of wellbeing, setting expectations for continually improving health. Their program architect is CFO Doug Potvin whose vision created a culture of better


health & wellbeing through strategic programming and accountability. In 2016, Trinity introduced a program using a tool developed by Johns Hopkins-trained Psychiatrist Dr. Allen Tien, focused on 14 domains of behavioral health. Those deemed at-risk are connected to behaviorists who confidentially work with them.

Developing a corporate environment to address mental health issues is hard, and creating an open dialogue with managers to embrace those needing mental health breaks and those who seek assistance will begin to marginalize the stigma associated with behavioral health. This presentation will show that addressing the stigma and providing world-class services as an organization will improve your bottom line and create a culture of respect and appreciation.


Virtual Care Delivery: new approaches to connected care

Dan Sokoloff, Director of Advanced Healthcare Analytics, Teladoc Kelli Lucas, Health & Welfare Benefits Manager, Ameriprise Financial

Increasingly, employees are dealing with a broad array of healthcare needs that can be addressed through virtual care delivery solutions. From everyday issues to the most complex and costly conditions, telehealth, combined with data & analytics and an engaging consumer experience, addresses the full spectrum of needs creating a simplified, patient-centric way to resolve their healthcare issues. On the flip side, employers continue to face the balancing act of offering healthcare services and tools to their employees that help keep their overall healthcare cost trend down while also providing value. As digital technology, patient-centered care and population health management converge, telehealth is central to providing convenient, high quality, and cost effective care, empowering employees to make smarter decisions and get the care they need to be both present and productive. By distilling the latest findings on how telehealth impacts the health and productivity of one of Teladoc’s clients (TBD), this presentation will share quantitative results of how virtual care delivery solutions such as telehealth effectively enhance the well-being of a population (reducing or eliminating barriers to care) and explore how it transforms the consumer experience, empowering employees with a better way to access quality, affordable care, on their terms.


Paid Family Leave: Outcomes, Measures and Benchmarking

Michelle Jackson, Assistant Vice President, Unum


Paid parental leave is increasing in prevalence and adoption nationwide with employers implementing corporate policies in the absence of a federal policy. Employers often request information and data around what to expect, how to develop their benefit and what cost considerations to include. Hear from several employers who have adopted a paid family leave policy to include their goals and needs assessment work. The presentation will include details on the business review conducted prior to implementing a PFL benefit and what post-implementation review data has revealed in regards to who is using the benefit, for what amounts of time and the bottom line cost. Additional trending and benchmarking information will be provided by Unum from their BOB on in force customers for whom PFL is managed.


Using Data Intelligence in Creative and Innovative Ways to Drive Wellbeing at PSEG

Aon PSE&G As the industry moves from a wellness focus to a wellbeing focus, understanding integrated data intelligence becomes even more important. This session will tell the story of how PSEG was able to move from a wellness to wellbeing culture using various sources of business data to drive focus and direction. PSEG enlisted Aon to develop a comprehensive, custom approach to data informatics that integrates multiple data sources to create a dynamic baseline of PSEG’s health, safety and risk, absence, productivity, and wellbeing experience. This approach has been named Health Intelligence on Demand (HIOD). In this session we will discuss:

• How HIOD was customized for PSEG

• How PSEG has used the information and findings to influence strategy, design, culture, environment and vendor focus

• Why PSEG uses HIOD as a decision-making tool

• How the optimal wellbeing metrics plan and the overall wellbeing composite metric were developed using data and information from HIOD

• Examples of specific outcomes based on using data intelligence to drive direction and focus

The speakers will provide education, information and clear examples of program outcomes across health, absence, safety and productivity.

11:45AM-1:15PM Networking Lunch – Sponsored by AbbVie

1:15-2:15PM Breakout Session #9


Case Study: Driving Workplace Productivity with the Right Support

The Standard Terracon According to a recent study, 44% of employees who worked with their HR department and received communications from their employer returned to work more quickly and 93% of employees who received support said they could do their jobs more effectively. This case study will examine how Terracon, a leading provider of engineering solutions across the US with over 4000 employees, improved employee satisfaction and reduced absence and lost productivity. In addition, they’ll share how their disability program is enabling increased integration between their leave management, safety and well-being initiatives. They found that their disability durations and absence results, particularly due to preventable musculoskeletal health issues, were rapidly growing longer than benchmarks. To address this issue they focused on aligning their disability management benefits strategy with their Incident and Injury Free mission, to have each employee return home safely to their family every day. Presenters will share how the partnership has benefited Terracon, from the HR team to managers and front-line employees. They’ll describe how the current program drives value for employees with dedicated support though early identification and intervention, customized accommodations solutions and improved outreach and communications. The presentation will use IBI benchmarking data to demonstrate current STD and disability durations and how these results can be applicable to other environments besides engineering.


Mental Health in the Workplace. Challenges. Strategies. Opportunities!

Matrix Absence Management Dr. Nancy Spangler, The American Psychiatric Association Foundation Stanford Health Care An employee’s place of employment is many things. It is the place that allows them to provide for themselves and their families. It is part of their identity. It is (or should be) a safe place. But what happens to those same employees when they’re suffering from mental illness? And how does that same employee’s mental illness affect their co-workers? Approximately 20% of the US workforce suffers from mental illness. The stigma attached this diagnosis causes two-thirds of these employees to never seek treatment and suffer in silence.

Learn how you can increase awareness about mental health and encourage people to access education, support, and treatment through


your company’s programs and benefits. Hear how a cutting-edge employer deals with mental health issues through an effective EAP program, company philosophy, supervisor training, and more. Understand the employer’s legal options under the ADA such as obtaining sufficient medical information, considering various accommodations, and dealing with performance and conduct issues. As an employer, you’re in a powerful position to make a difference. This panel presentation will address the specific challenges of mental illness in the workplace from the perspectives of a workplace mental health specialist, an employer, and an ADA attorney.


Unlocking Data to Analyze, Benchmark and Diagnose Absence Drivers, Culture and Impacts on Outcomes

The Hartford David Spziman, Vice President, Children’s Hospital Association The objective of the session is to communicate the opportunity employers have to better understand the costs, utilization patterns, potential balance sheet implications, and culture associated with their absence programs and to convey how to use quantitative and qualitative information to help decrease and control the impact absence has on an organization.

Most employers agree that they have challenges related to absence but most fail to dedicate the time to fully diagnose their issues or chart paths toward improvement. Our session will focus on several of the Children’s Hospital Association member hospitals where work has been completed to identify absence costs, utilization patterns, balance sheet liability, and cultural issues. The hospitals will discuss measured utilization costs, accrual liability, employee absence culture, absence program policy design and administrative processes associated with absence programs. The findings from these studies were used to set baseline for measurement, to benchmark plans and utilization, to modify program plan designs, to improve program administration, to develop new ways to track information, to develop internal training resources, to optimize plan expense and minimize plan liability. Hospitals have experienced cost control, decrease in utilization, shorter absence durations, reduction in suspected abuse and increased knowledge about how absence is impacting their organizations.


Well-being the Walmart Way: Linking Improved Wellbeing to Business Performance

Walmart


Walmart is interested in unleashing the capacity of the workforce in order to better serve the customer. Walmart has taken an applied behavior change approach which focuses less on risk reduction and more on actual behavior change at scale. Additionally, Walmart is interested in measuring impact on the business unit vs. individual level. Walmart has implemented two broad well-being initiatives. One targets financial security and financial well-being. The other, ZP Challenge, is an emotional engagement platform that is driving both individual and business results. Attendees can learn alternative ways to drive high engagement, how to move from risk reduction to actual behavior change and gain some insights on how to potentially measure impact on the business.

2:15-2:30PM Refreshment

2:30-3:30PM Plenary Session #4

How Whole Health Solutions are Revolutionizing How Companies Care for Employees – CEO Panel Employers are constantly looking for the next big thing for their organizations. Comcast will be among the first corporations who can speak to the innovation and effectiveness of whole health solutions, and early results are promising. Employee satisfaction scores have increased; claims durations and lost workdays have decreased; and claim costs are down. Whole health solutions provide a single resource for all employee questions related to medical treatment and billing, workers compensation and disability claims, and leave of absence concerns. This approach recognizes that it can be difficult for employees to navigate all of the programs and health-related benefits employers offer and who to call for what. And because so many benefits are dependent upon one another, but not necessarily integrated, an employee may have to go to multiple resources for information. This session will describe how to work across departmental lines to improve employee experience and outcomes, define key components of a whole health plan, and describe the outcomes and results that can be achieved under this type of approach.

3:30-4:00PM Enterprise Health Management and Performance Award Ceremony

5:00-8:00PM Employer Dinner Cruise on San Francisco Bay


Wednesday March 14, 2018

6:30-8:00AM Breakfast


Evolving Your Absence Management Strategy: Let’s Talk Best Practices

The Guardian Life Insurance Company Spring Consulting Group Chevron Robert Half Adventist Health System This panel will examine how each participating company and the industry at large have respond to the latest absence trends. The employers will talk about their company culture, the general state of their programs, and the development of their best practices. Panel members will comment on how they are making adjustments to their programs and processes and how they are influencing outcomes. They will speak to the most surprising results to date, changes they have made based on their experience, and the effect on employee morale. They will also discuss challenges and lessons learned.

The objective for this panel discussion is to provide real examples and insights that can be used in the audience’s company including:

• Providing strategies on how identify trends within your own company regardless of where you are within your process.

• Discussing steps and action plans used to work successfully with vendors and/or new teams. Specifically setting expectations and evaluating processes during transition.

• Highlighting the importance of the key stakeholders and supplying tips to elicit feedback and buy in.

• Understanding the role metrics play and creating an understanding of how to adjust based on updated information.


Building a Culture of Health in the Workplace and in the Community

Nancy Celesnik, Global Health Operations Manager, The Goodyear Tire & Rubber Company


This presentation will will discuss the evolution of Goodyear’s health strategy, including past and present efforts to develop an integrated health system. It will share Goodyear’s ultimate goal of maximizing the health and wellbeing of associates, controlling benefit costs and improving productivity by: preventing illness; when prevention is not possible, securing the right care at the right place at the right time; and when treatment is no longer possible, assuring that people have the information available to support advanced illnesses. Metrics used to measure progress toward the goal of creating a culture of health will be discussed, particularly the CDC scorecard. It will show how Goodyear was able to assess and subsequently improve the health of worksite environments using this tool. The expansion of this effort from domestic to global will also be described. Examples of some of the improvements seen in the worksites will be shared and tips for replicating these ideas will be offered. The presentation will also review how Goodyear’s global health strategy encompasses the community. It will discuss how the Chief Health Officer helped to create a local health consortium comprised of businesses with similar vision to create a healthier community. It will share how the consortium promoted the CDC’s Community Health Design to draw in members of the community to work together on a health improvement initiative. Challenges encountered by Community partners as well as success stories will be reviewed.


Improving Mental Health Without the Stigma: Start with Sleep

Big Health Willis Towers Watson The Home Depot Comcast

Home Depot and Comcast will share their perspectives on the challenge of addressing mental health in the workplace, focusing specifically on overcoming stigma, building resiliency to prevent poor mental health, and increasing access to care / utilization of EAP. These leading employers will share their ideas on what it takes to overcome stigma, raising the question:

What if we can begin addressing mental health in a destigmatized way using sleep? Professor Colin Espie, contributing researcher and author on the largest ever randomized controlled trial of a psychological intervention for mental health, will discuss how that trial definitively showed that digital cognitive behavioral therapy for insomnia was an effective means of addressing all kinds of mental health concerns,


including depression, anxiety, delusions, paranoia, and overall psychological wellbeing - without the stigma.


The Business Case for an Employer-Sponsored Weight Management Program

Mary Catherine Person, President, HealthSCOPE Benefits, Inc. Damon Haycock, Executive Officer, State of NV (PEBP) Premier Physicians Weight Loss and Wellness This session will share the State of Nevada Public Employees Benefits Programs (PEBP) journey with their Obese and Overweight Care Management (OCM) program, highlighting how a weight-based program is a foundational building block to many important health, productivity and engagement outcomes. During this session, PEBP staff, HealthSCOPE Benefits, and a community physician will share their perspectives on how the program has evolved in recent years, as well as information on program participation and outcomes. The session will highlight what is possible through collaboration between a large employer, the local provider community, and creative payers/administrators. In addition to health and productivity related outcomes, presenters will share their insights on program administration, lessons learned to date, and ideas for future program design and communication. Since most members are enrolled in a high deductible plan, and most of those have a HSA, challenges associated with plan design and incentive structure will also be addressed.



Turning Strategies and Policies into Actions That Help Women and Business Thrive

Pat Milligan, Global Leader, Multinational Client Group & When Women Thrive, Mercer This panel will be a future-focused exchange on the key leadership, talent management, health and financial practices that must be addressed in order for women to actively participate, advance and thrive in the workplace.

Disruption caused by technological advancements and a changing workforce is reshaping businesses and societies. Employers are adopting a variety of strategies to make the workplace more female-friendly, including the expansion of paid parental leave programs and efforts to reduce the pay equity gap. Those responses, motivated by


innovation and optimism, define what it means to lead and thrive during such unprecedented times. Yet, the rate of female workforce participation is declining and the jobs traditionally held by women are being displaced. Leaders and organizations must ask themselves are we making progress or noise? Have we been too focused on adding programs and benefits and as a consequence ignored what’s actually happening to women in today’s jobs, including their personal wellbeing? What does it take to turn opportunity into action? When will women thrive?

10:15-10:30AM Closing Remarks

Documents

2018 IBI Annual Forum - Integrated Benefits Institute · Parental Leave, Patients and Practicality: A Parental Leave Case Study from Northwell Health Prudential Financial American