Path to Wellness
The events of the last six months surely have taken a toll on most everyone. Savvy business leaders will not only assess the impact to their people, but embrace the fact that each unique human perspective is valuable. Learn how firms across the industry are addressing wellness in the workplace with a candid discussion about building and leveraging employee assistance programs (EAP) aimed at helping employees resolving issues that may be adversely affecting their performance.
Catherine Goonetileke, Partner, EY
Stacy Korsak, Vice President, Strategic Programs, Fidelity
Cindy Wolpert, Executive Coach and Founder, Based Coaching Associates
Michelle Bruno, VP, Global Benefits & Wellness, FIS
CPE INFORMATION: Nicsa is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry.
Nicsa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
CPEs Earned: 1 CPE
Field of Study: Personnel/Human Resources
Program Level: Basic
Delivery Method: Group-Internet Based
Advanced Preparation: None
CANCELLATIONS AND REFUNDS: Due to this program being offered free of charge, there will be no refunds issued. Questions or Cancellations: Please contact Jordan DeBettencourt at 508.683.1618.
VP, Global Benefits & Wellness, FIS
For over 40 years, Michelle has worked for large companies including Scott Paper, Towers Perrin, George Weston Bakeries (now Bimbo Bakeries) and SunGard Data Systems Inc. in various roles within HR, predominantly in the Benefits field.
Michelle currently serves as VP, Global Benefits & Wellness at FIS. FIS is one of the world’s largest providers of technology solutions for merchants, banks and capital markets firms globally with annual revenue in excess of $10 billion. FIS serves more than 20,000 clients in over 30 countries and employees 60,000 employees in 48 countries.
In her current role, Michelle has primary responsibility for the design, administration, communication, legal compliance, and services for all Company-Sponsored Health & Welfare, Wellness and Defined Contribution Plans in the US for 23,000 employees. Working in conjunction with Regional Benefit Managers on her Team, she is responsible for the insured benefit plans and pension schemes outside of the US for 37,000 employees in 46 countries.
Michelle participates on The People Office Leadership Team, the M&A Leadership Team and has served on the Board of Directors of Delta Dental of PA since 2015.
Catherine Goonetileke (Moderator)
Cathy is a Partner in Ernst & Young’s People Advisory Service practice and focuses on HR and payroll strategy, risk management, compliance and operational efficiency. She primarily concentrates on financial services, Fintech and wealth and asset management organizations regarding global rewards, risk and internal controls, HR and payroll efficiency and mobility issues. She is EY’s national leader on equity pay analytics.
Vice President, Strategic Programs, Fidelity
Stacy is the Head of Work/Life Benefits at Fidelity Investments, where she is responsible for the strategy and design of the benefits to help employees be their best self at work and home. Stacy has been at Fidelity Investments for seventeen years and has held numerous roles throughout that time. Prior to joining the benefits team in May of 2019, Stacy led the team responsible for identifying opportunities to improve our associate experience and help shape how our associates at every level experience their employment at Fidelity.
Stacy received her MBA and BS in Finance / Pre-Medical Program from Boston College.
Executive Coach and Founder, Based Coaching Associates
Cindy Wolpert, ACC, is the Founder of Results-Based Coaching Associates. With over 10 years coaching executives and 20 years as a business leader within Fortune 100 companies, Cindy brings a blend of business acumen, credibility, and pragmatism to her coaching practice. Cindy has the reputation to establish trust quickly, ask the right questions, and encourage leaders to utilize their strengths in new and effective ways.
Cindy has first-hand experience with managing a team, P&L, Product Development, M&A, Operations, Quality Assurance, and HR. Cindy led an internal executive coaching practice at Fidelity Investments where she served as the lead executive coach and had responsibility for certification and development for over 175 internal coaches globally.
Cindy will work with all levels of leadership on maximizing success through their leadership skills, successful transitions (within organizations, as well as into and out of), and career coaching. She has coached leaders from the C-Suite through the front line globally in the following sectors: Engineering, Financial, Higher Ed, Healthcare, Hospitality, Insurance, Technology, and Not for Profit.
Cindy is a Certified Executive Coach through the International Coaching Federation, holds multiple assessment certifications, and has a Six Sigma Green Belt Certification. Cindy received her BA in Management from Clark University. Cindy sits on the Clark University Board of Trustees where she has chaired multiple committees including The Parent Council and Student Affairs. She has also sat on The Coaching and Leadership Executive Council for The Conference Board, and has been a speaker for The Conference Board, USPS, UMASS Isenberg School of Management, and Clark University.