July Virtual: Employee Benefits

Wednesday, July 16, 2025

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TOPIC

Navigating the New Landscape of Employee-Benefit Solutions

What was once a fairly standard set of offerings has blossomed into myriad point solutions, many of them beneficial to workers yet creating a daunting task for benefits leaders to evaluate and adopt them. With such an abundance of choice, what  new approaches are benefits leaders taking to designing comprehensive benefits packages? How are benefits experts measuring employee expectations, quality of outcomes, and return on investment? How are they informing employees about the growing complexity of what’s available to them? How can employers hold vendors accountable for delivering on their promises–and carry out changes when needed? Where are areas in which data and AI can help with complicated decision-making?

From Day One is a Recertification Provider for SHRM and HRCI. This session is eligible for 3 credits from both organizations. The Activity IDs will be sent to attendees after the conclusion of the session.

 

Schedule - ALL TIMES SHOWN BELOW ARE U.S. Eastern Time

12:00 PM - 12:15 PM

Networking

12:15 PM - 12:25 PM

Opening Remarks

12:25 PM - 12:50 PM

Fireside Chat #1

Speaker: 

Jennifer Dietrich, Senior Vice President, Global Benefits and Wellness, Fiserv 

12:50 PM - 01:15 PM

Student Debt Is Back: A New Mandate for Total Rewards Leaders (Thought Leadership Spotlight)

Federal student loan payments have resumed, and the ripple effects are growing. Employees are facing credit score drops of 100+ points, wage garnishment, and mounting financial stress—impacting productivity, engagement, and retention.

In this session, we’ll unpack:

- Why student debt is now a multi-generational issue, affecting both early-career employees and parents with Parent PLUS loans

- The real workforce risks of inaction

- How leading employers are responding with benefits that align to today’s financial realities—from loan repayment assistance to 401(k) student loan matching under SECURE 2.0

Walk away with practical strategies to protect your workforce and maximize the impact of your financial wellbeing benefits.

Speaker: 

Jon Harold, Head of Business Development & Customer Success, SoFi at Work

01:15 PM - 01:20 PM

Interactive Stretch Session Hosted by STRETCHIT

The session is designed to relieve tension, boost energy, and enhance focus. In just a few minutes, you'll improve posture, reduce stiffness, and return feeling recharged and ready to engage.

Alicia Archer, Master Trainer, STRETCHIT

01:20 PM - 02:00 PM

Fostering Well-Being: The Impact of Comprehensive Benefits (Panel)

Prioritizing employee well-being through comprehensive benefits packages has become increasingly essential for fostering a healthy, motivated, and productive workforce. How can businesses tailor their benefits packages to address both the physical and mental well-being of employees as well as their families, promoting a holistic approach to health? In what ways can effective communication and implementation of benefits contribute to a positive work environment?

Panelists: 

Timothy Tolino, Global Director of Benefits, Mobility, and Wellness, Hunter Douglas Inc.

Krystle Lee, Total Rewards Lead, Apache Industrial 

Katie Wallace, Senior Director of Client Success, Maven 

Madeleine Donner, Senior Director of Partner Success, Empathy

Moderator: 

Rebecca M. Knight, Contributing Columnist, Harvard Business Review

02:00 PM - 02:25 PM

Breaking the Paycheck-to-Paycheck Cycle: How to Leverage The Right Financial Wellness Benefits During An Uncertain Economy (Thought Leadership Spotlight)

The majority of your employees are living paycheck to paycheck. And the stress and uncertainty is impacting their quality of work and productivity. However, the right financial wellness benefits can go a long way in helping them on a path to financial security. 

Learning Objectives:

- Understanding how innovation in HR technology can drive employee engagement and productivity

- Discerning how relevant and meaningful advances in HR technology can be leveraged as a powerful recruiting/retention tool

- Hearing from an industry expert on which adopted financial wellness benefits offered to employees have the greatest day-to-day impact

Speakers: 

Darlene Miranda, Vice President, Customer Engagement & Advocacy, DailyPay

David Schwarz, Head of Corporate Communications, DailyPay

02:25 PM - 03:15 PM

Innovating Benefits: How Plan Design Powers Better Surgical Outcomes (Workshop)

Benefit leaders are under relentless pressure to do more with less as healthcare costs continue to rise. But innovative leaders are bucking that trend by creating one connected health and care experience where you don’t have to choose between savings and quality care. 
 

Join us for a discussion with experts from Transcarent on how to ensure employees receive informed and unbiased second opinions when facing a medical issue that may require surgery. Learn how guiding employees to top-quality surgeons through Centers of Excellence (COEs) with upfront bundled pricing models can deliver hard-dollar savings. 

Speakers: 

Andy Rosa, VP of Professional Services, Transcarent

Lauren Gums, EVP & GM MSK and Surgery Care, Transcarent

02:25 PM - 03:15 PM

Caregiving Benefits That Work: Practical Solutions for Equity, Access, and Financial Relief (Workshop)

Caregiving needs are a growing challenge for today’s workforce—particularly for the “sandwich generation”, frontline employees, and those in lower-wage or geographically dispersed roles. The rising cost of care and limited access to reliable options are no longer just personal challenges; they’re workforce issues that impact retention, productivity, and drive benefit inequities.

In this interactive session, Upwards brings real-world insights from HR leaders to explore how companies can offer caregiving support that truly works for everyone. We’ll share practical, cost-effective strategies that leverage underutilized public subsidies, close equity gaps, and expand access to both childcare and eldercare.

You’ll leave with actionable ideas to:

- Support diverse caregiving needs across your workforce 

- Use existing public funds to ease the financial burden on your company and employees

- Improve benefit access for underserved employee groups

- Reduce churn and increase retention through meaningful caregiving

If you’re ready to reimagine caregiving as a core part of your benefits strategy—not just a perk—this session is for you.

Speakers: 

Doug Devereaux, VP of Customer Experience, Upwards

Greg Crisci, Senior Enterprise Account Executive, Childcare Benefits, Upwards
 

03:15 PM - 04:00 PM

Smarter Benefits by Design: Leveraging Tech and AI for Clarity, Impact, and Innovation (Panel)

Creating impactful benefit packages in today’s workplace demands a strategic blend of innovation, clear communication, ease of use, and measurable results. How can technology be leveraged to simplify and personalize the way employees explore and choose from their benefits options, including high-demand offerings like financial well-being support and mental health support? How can AI support smarter decision-making, automate routine tasks, and surface insights that improve benefit utilization?

Panelists: 

Elizabeth Chappelear, Head of Benefits Strategy, MilliporeSigma

Sherry Nelson, Senior Director, Global Benefits, Global Mobility, Immigration & Well-being, TransUnion 

Joanne Gloster, Director of Benefits, Davies North America 

Erin Donague, Director of Advice Strategy, Northstar 

LaToya Lyn, Chief People Officer, Thinkhuman

Moderator: 

Emily McCrary-Ruiz-Esparza, Journalist, Contributing Editor, From Day One

04:00 PM - 04:30 PM

Fireside Chat #2

Speaker: 

Marina Vassilev, VP, Head of Total Rewards & Performance for North America, Schneider Electric

04:30 PM - 04:35 PM

Closing Remarks