Days
Hours
Minutes
Seconds

overview

Workplace health has fundamentally transformed. Organizations have moved past disconnected wellness programs and reactive clinic models toward integrated health ecosystems addressing physical health, mental wellbeing, occupational safety, financial security and lifestyle medicine simultaneously. The evidence is clear: when health is embedded into enterprise infrastructure rather than bolted on as a benefit, organizations attract top talent, reduce healthcare costs, improve productivity and build resilient workforces.

Yet integration remains rare. Most organizations still siloed occupational health from primary care from wellness from mental health from financial counseling. Workplace design, job demands and organizational culture continue undermining health despite sophisticated benefit offerings. Chronic disease management remains episodic rather than comprehensive. Menopause, AI-driven anxiety and longevity receive little focus despite widespread impact. On-site clinics, when they exist, often duplicate insurance-paid care rather than strategically fill gaps.

This summit brings together benefits leaders, health center directors, occupational health professionals, HR executives and CFOs determined to build truly integrated workplace health ecosystems. Attendees will leave with actionable frameworks for transforming isolated programs into cohesive health strategy delivering both better health and better business results.

Agenda

7:15am – 8:00am
Conference Registration & Networking Breakfast

8:00am – 8:15am
Chairperson's Opening Remarks

8:15am – 9:00am
From Siloes to Ecosystem: Integrating Clinical, Occupational and Wellness Services
Most workplace health services remain operationally and clinically disconnected. On-site clinics provide primary care. Occupational health manages injuries and compliance. Wellness programs run health challenges. Mental health is contracted out. Yet integration is where the real impact happens. When primary care clinicians know about workplace ergonomic risks, injury prevention improves. When occupational health providers address chronic disease driving workplace injuries, both safety and health improve. When wellness and clinical care are connected, lifestyle interventions are prescribed and measured rather than just promoted. Leading organizations have fundamentally restructured how health services operate together, breaking down departmental silos, creating shared clinical protocols and building governance ensuring coordination. Topics include:

  • Organizational structures enabling true clinical and operational integration
  • Clinical protocols connecting primary care, occupational health and wellness
  • Governance models ensuring coordination rather than competition
  • Measurement approaches tracking outcomes across integrated services

Emily Sullivan Director
Employee Medical and Occupational Medicine Clinics
Memorial Hermann

Kristi Brady
Director, Employee Wellness
Memorial Hermann

9:00am – 9:45am
Building Mindful Relationships: How Social Connection Strengthens Community Wellbeing
Research continues to show that social relationships are essential to resilience, health, and overall wellbeing. As organizations look beyond traditional workplace wellness programs, there is an opportunity to foster stronger connections among employees, families, and communities. This session would explore how intentional relationship-building can improve wellbeing outcomes, create a greater sense of belonging, and strengthen the social fabric that supports healthier communities.

Holly Greer
Sr. Manager, Global Benefits and Well-being
Hewlett Packard Enterprises

9:45am – 10:15am
Networking & Refreshments Break

10:15am – 11:00am
Chronic Disease Management in the Workplace: Beyond Generic Wellness
Thirty percent of employees have one or more chronic conditions. Diabetes affects one in ten workers. Hypertension, cardiovascular disease and obesity are epidemic. Yet most workplace programs offer generic wellness addressing no condition specifically. This creates a strange disconnect: the sickest employees, those most needing support, have programs designed for healthy people. Condition-specific management requires clinical expertise, disease-specific protocols and dedicated resources. This session explores building diabetes management programs including clinical protocols for screening and management, integration of medication management with lifestyle change, engaging employees managing multiple conditions simultaneously and measuring outcomes through clinical markers rather than just participation metrics.

Shanna Dunbar
Founder and President
Workplace Health Inc

11:00am – 11:45am
Beyond Benefits: Building a Workplace Where Well-Being Becomes Culture
Well-being is more than offering wellness programs and employee benefits—it is shaped by the everyday workplace experience. This session explores how leadership, managers, workplace systems, and organizational culture influence employee well-being and trust. It will examine why employees may not use resources that are available to them and what organizations can do to close that gap. The session will also connect well-being to engagement, retention, productivity, and organizational resilience.

Dr. Teaa Allston-Bing
Human Resources Director
City of Peachtree City, Georgia 

11:45am – 12:30pm
The Business Case for Embracing the “Food as Medicine” Movement
According to Fidelity Health Thought Leadership, 47% of employees prefer to manage health conditions with lifestyle changes - like healthy eating – in place of medication.  In response, doctors are writing "prescriptions" for fresh and healthy foods and hospitals are investing in community gardens. Leading employers are now taking note and looking for wellness interventions that are aligned to these preventative efforts. “Food as medicine” offers a framework for understanding which efforts best engage various cohorts within a workforce. But with only 38% of employees having access to healthy, affordable food at work there is much to be done. Join us to learn more about food as medicine and how you might integrate it into your health and wellness offerings.

Benjamin Isgur
Vice President, Fidelity Health Thought Leadership
Fidelity Investments

12:30pm – 1:30pm
Networking Lunch

1:30pm – 2:15pm
Injury Management in the Workplace: Supporting Recovery & Reducing Costs
Effective workplace injury management can help employees recover faster, return to work safely, and regain financial stability and a sense of purpose. At the same time, organizations benefit through reduced workers’ compensation costs, improved productivity, and stronger employee support.

This session explores practical strategies for creating a successful return-to-work process that benefits both employees and employers.

Bonnie (Griffin) Heinrich, RN, COHN-S/CM
Certified Occupational Health Nurse/Case Manager
Amentum

2:15pm – 3:15pm
Panel: Embedding Wellbeing into Workplace Design and Organizational Culture
Health benefits matter but they're insufficient if work is organized to destroy health. Psychological safety, reasonable workload, autonomy and schedule flexibility are health interventions as powerful as clinical care. Leading organizations have redesigned jobs, built psychologically safe cultures and restructured work enabling health rather than undermining it. This panel explores how organizational design itself becomes health strategy.

Allison Zurcher
Benefits & Occupational Health Manager | Human Resources
City of Davenport 

Holly Greer
Sr. Manager, Global Benefits and Well-being
Hewlett Packard Enterprises

3:15pm – 3:45pm
Networking & Refreshments Break

3:45pm – 4:30pm
GLP-1 Medications, Weight Loss and Workplace Health: Clinical and Business Questions
GLP-1 receptor agonists have transformed weight management with unprecedented efficacy. Yet workplace implementation raises complex questions. Cost per employee can exceed $10,000 annually. Coverage decisions affect equity—do high earners get access while lower-paid workers don't? What's the clinical oversight model? How does it integrate with nutrition counseling and exercise? What happens to weight after discontinuation? This session examines clinical protocols, cost-benefit analysis, integration with lifestyle interventions, managing side effects and measuring outcomes beyond just weight loss to include metabolic health improvements and functional outcomes.

4:30pm – 5:15pm
Mind Matters: The Neuroscience of Workplace Performance and Productivity
This session will examine how companies can use brain-based workplace strategies to generate high levels of employee performance and productivity. Capitalizing on the latest research from neuroscience, organizations can develop practical solutions to reduce employee stress and burnout while developing resilience.  Through a combination of education, workplace designs, and strategic leadership, companies can equip their employees to perform at optimal cognitive levels and build sustainable high-performance cultures. 

Gabrielle Harmening, MS, ACSM
Director, Worksite Wellness Operations
Health Care Management
Health Care Service Corporation

5:15pm
End of Day One

7:15am – 8:00am
Networking Breakfast

8:00am – 8:15am
Chairperson's Remarks

8:15am – 9:00am
Financial Health as Core Wellbeing: Addressing the Lowest-Scoring Dimension
Employees consistently rate financial health as their lowest wellbeing dimension across all surveys. Yet many workplace benefits ignore financial stress entirely. Organizations addressing financial health through counseling, retirement planning support, emergency assistance programs and transparent compensation improve retention and productivity. This session explores financial wellbeing interventions, measurement approaches and integration with clinical and mental health services.

Brandon Massie
Director Workforce Health
Kaiser Permanente

9:00am – 9:45am
Brain Health and Cognitive Function: Emerging Focus in Workplace Wellbeing
Brain fog, memory issues and cognitive decline are increasingly recognized as primary health concerns affecting workplace performance. Yet workplace programs rarely address brain health specifically. Leading organizations assess cognitive function, address modifiable risk factors including sleep quality, chronic stress, cardiovascular health and cognitive stimulation and measure cognitive outcomes. This emerging priority reflects aging workforce demographics and increasing recognition that cognitive preservation is as important as physical health.

9:45am – 10:15am
Networking & Refreshments Break

10:15am – 11:00am
Occupational Safety Meets Lifestyle Medicine: Integrated Injury Prevention
Workplace injuries are influenced by both job design and individual health status. Obesity, poor conditioning, limited mobility and chronic disease significantly increase injury risk and slow recovery. Conversely, an ergonomically dangerous job can injure even a healthy employee. Leading occupational health programs address both environmental hazards and employee health status simultaneously. This session explores integrated injury prevention combining ergonomic and environmental assessment with individual health interventions including conditioning programs, weight management and managing conditions that increase vulnerability. Hear about ROI on injury prevention spanning both occupational health and clinical interventions.

Allison Zurcher
Benefits & Occupational Health Manager | Human Resources
City of Davenport

11:00am – 11:45am
Measuring Impact: Business Metrics That Matter Beyond Engagement Scores
Most workplace health programs measure participation and satisfaction. Strategic programs measure what actually matters: healthcare cost trends, productivity, retention, absenteeism and disability claims. This session examines selecting meaningful metrics, implementing measurement infrastructure and using data to continuously improve programs.

Ashley Roberts
Director of Employee Benefits
Metro Nashville Public Schools

11:45am – 12:30pm
Why Coordinated Care Costs More (And Why It Matters)
Integrated workplace health systems cost more upfront than fragmented programs. Governance, coordination and measurement infrastructure require investment. The ROI materializes in years three and four, not year one. This creates tension with annual budgets. This session examines the real costs of integration versus perceived costs, how to model ROI across multiple years and building business cases that survive budget cycles. Explore strategies for phased implementation and communicating with finance leadership about short-term cost increases enabling long-term savings.

12:30pm
Conference Concludes

Tuesday, March 16, 2027

The Connection Key: How Human Interaction Drives Wellbeing, Belonging & Performance
Most organizations operate health services as separate programs competing for attention and resources. True integration requires strategy, structure and execution discipline. This workshop guides development of comprehensive workplace health integration strategy addressing clinical services, occupational health, wellness programming and lifestyle medicine as coordinated ecosystem. Using frameworks provided, you'll assess current state, identify integration opportunities, design governance structures enabling coordination and develop implementation roadmap. Leave with customized strategy and first-step action plan ready for board presentation. Learning objectives:

  • Assess current health service delivery model identifying silos and integration opportunities
  • Design integrated health ecosystem spanning clinical care, occupational health, wellness and lifestyle medicine
  • Develop governance and operational structures enabling cross-functional coordination
  • Create implementation roadmap with realistic timeline and resource requirements

Julie Davis-Colan
Wellbeing Strategist
The L Group

From Employers/Health Plans/Health Systems/Hospitals/Lifestyle Medicine

 

  • CEO’s
  • CMO’s
  • CFO’s
  • Wellness
  • Benefits Managers
    • Employee Wellness
    • Human Resources
    • COO’s
    • Wellness RN
    • Occupational Health
    • Employee Assistance Programs
    • Health Coaching
    • Total Rewards
    • Medical Directors
    • Disease Management
    • Health Management
    • Safety
    • Lifestyle Management
    • Corporate Care
    • Productivity
    • Risk Management
    • Wellness Coordinator
    • Fitness Instructors
    • Health Management
    * Mental Health
    * Lifestyle Medicine
    * Nutritionist
    * Behavioral Health
    * Compensation
    * Talent Management

Also of interest to Vendors and Solution Providers

 

 

Sponsors & Exhibitors

Coming Soon!

Featured Speakers

Coming Soon!

Venue

Hyatt Regency Austin
208 Barton Springs Road
Austin, TX 78704
512-477-1234