Wednesday, May 27

7am - 5:30pm

La Costa Resort & Spa

Carlsbad, CA


Abstract background


Photo credit: Jeremiah Sullivan

Deepak Chopra, MD

Founder of The Chopra Foundation, Co-Founder and Chairman of the Board of The Chopra Center for Wellbeing

The Future of Wellbeing

Join Deepak as he creates a roadmap

for “higher health,” based on the latest findings

in both mainstream and alternative medicine.

drawing businss concept


Rosie Ward, Ph.D., MPH, MCHES, BCC, CIC®

Principal and Co-Founder, Salveo Partners

Extreme Makeover:

Worksite Wellness Edition

It’s time to move away from health risk reduction

to creating a thriving culture – one that frees, fuels

and inspires people to bring their best to work.


Vendor Expo

Meet with carriers and vendors

who can help you take your

wellness program to the next level.

Join HUB International & Intercare for a full-day, multi-session corporate wellness symposium featuring nationally recognized experts and local employers.

Register today before time runs out!


location iconCarlsbad, CA

La Costa Resort and Spa

calendar-iconMay 27th

This year, of course

speaker icon17 Speakers

3 Breakout Session Tracks

seat icon300 Seats

The 5 W’s

WHO should attend:

  • Human Resource Executives
  • CFOs
  • VPs of Finance
  • Benefits Managers
  • Wellness Committee Members

WHAT you’ll leave with:

  • A roadmap for “higher health,” based on the latest findings in both mainstream and alternative medicine
  • Workplace wellness strategies that led to a National Award Winning Wellness Program
  • How to create a worksite culture where wellbeing can thrive
  • Tips, tricks and strategies to enhance employee communication
  • The engagement equation – the connection between incentives, participation and engagement
  • How to adjust your wellness strategy for a private exchange
  • ACA regulations and workplace wellness – is your wellness program compliant?
WHERE: La Costa Resort and Spa
Coastal Events Center
2100 Costa Del Mar Road
Carlsbad, CA 92009

WHEN: May 27th, 2015
Registration: 7 – 8 am
Sessions: 8 am – 4:30 pm
View Full Schedule

WHY you should attend:
The 2015 Corporate Wellness Symposium will give you access to both local and national wellness rock stars who are paving the way for wellness at a corporate level. You will leave the day with actionable takeaways and practical applications for your daily corporate health & performance dilemmas.

>> Approved for 6 HRCI credits

Keynote Speakers
Deepak Chopra

Photo credit: Jeremiah Sullivan

Deepak Chopra, MD

Keynote: “The Future of Wellbeing”

Join Deepak as he creates a roadmap for “higher health,” based on the latest findings in both mainstream and alternative medicine,

»  Are we in the midst of a major paradigm shift in science?
»  Is there an ultimate reality?
»  Does consciousness conceive, govern, construct and become the physical universe?
»  Is the universe becoming self aware in the human nervous system?
»  Is the next stage of human development conscious evolution?
»  Do we have the ability to influence the future evolution of the cosmos?
»  How does our understanding of consciousness as pure potentiality enhance our capacity for intuition, creativity, conscious choice making, healing, and the awakening of dormant potentials such as non local communication and non local sensory experience?
»  How does our understanding of consciousness also enhance our capacity for total well being (physical, emotional, spiritual, social, community, financial and ecological)?

Deepak will address all these questions as well as practical ways to experience higher consciousness, transformation and healing.

DEEPAK CHOPRA, MD is the author of more eighty books translated into over forty-three languages, including twenty-two New York Times bestsellers in both the fiction and nonfiction categories. Deepak is the Founder of The Chopra Foundation, Co-Founder and Chairman of the Board of The Chopra Center for Wellbeing, Founder of The Chopra Well on YouTube, and serves as an Adjunct Professor at Kellogg School of Management at Northwestern University, Adjunct Professor at Columbia Business School, Columbia University, Assistant Clinical Professor, in the Family and Preventive Medicine Department at the University of California, San Diego, Health Sciences, Faculty at Walt Disney Imagineering and Senior Scientist with The Gallup Organization.
GlobeIn acknowledges Chopra as “one of top ten most influential spiritual leaders around the world.”​  TIME magazine has described Dr. Chopra as “one of the top 100 heroes and icons of the century and credits him as “the poet-prophet of alternative medicine.” ​ The World Post and The Huffington Post global internet survey ranked Dr. Chopra #40 influential thinker in world and #1 in Medicine.

For more information visit: www.deepakchopra.com 

Rosie Ward

Dr. Rosie Ward

Rosie Ward, Ph.D., MPH, MCHES, BCC, CIC®

Keynote: Extreme Makeover:  Worksite Wellness Edition

Worksite wellness is under great scrutiny with efficacy reports and ROI claims being widely challenged. The traditional approach focused on biomedical health risk reduction is stuck in outdated paradigms and science. It is nearly impossible for people to thrive in their wellbeing in a toxic work environment. Supporting thriving wellbeing on both the organizational and employee level is not about policies and programs that support healthy lifestyles; it is about creating the conditions to shift the underlying attitudes and assumptions so both organizational and employee wellbeing can thrive. It’s time for an extreme makeover to move away from health risk reduction to creating a thriving culture – one that frees, fuels and inspires people to bring their best to work.

Dr. Rosie Ward is a consultant, professional coach and author known as a thought leader who challenges the status quo, pushes boundaries and engages people and organizations to find success through shifting old, ineffective thinking habits. She has a diverse background with over 20 years of experience promoting wellbeing, employee engagement, and transforming organizations in various settings.

Dr. WARD serves as the Director of Health Coaching Education for Fairview Physician Associates in Minneapolis where she oversees bringing a people-centric approach to supporting individual well-being and develops physicians to think differently and provide better care. She is also a principal and co-founder of Salveo Partners where she consults with organizations, blending the worlds of Organizational Development and employee wellbeing to provide a unique approach to create thriving workplace cultures that free, fuel and inspire people to bring their best selves to work.
Dr. Ward has degrees in kinesiology, public health and a Ph.D. in Organization and Management where her research focused on organizational culture, intrinsic motivation and coaching. Dr. Ward is regularly interviewed for business publications, is a contributing author to the book Organization Development in Healthcare: High Impact Practices for a Complex and Changing Environment and co-author of the book How to Build a Thriving Culture at Work: Featuring the 7 Points of Transformation with business partner Dr. Jon Robison, published December 2014.

Rosie Ward, PhD, MPH
Phone:  (612) 978-9479
E-Mail:  rosie@drrosieward.com or rosie@salveopartners.com

www.DrRosieWard.com  |  http://salveopartners.com


Lane Caruso | Intercare

Lane Caruso, as the Wellness Practice Leader, is responsible for the strategic direction of new products along with the research, operations and execution of Intercare’s Health and Performance division. Lane is also a consultative resource for Intercare’s client communication products and collateral. Lane holds a B.S. in Industrial Relations and Psychology from the University of North Carolina, Chapel Hill, NC and a M.B.A degree from Emory University in Atlanta, GA. Lane also holds a CA Life and Health License and is a Certified Wellness Program Manager.


Marcie Contrer | HUB International

Marcie Contrer has 20 plus years experience in Corporate Wellness. Of those 20, 16 years were with the Bausch & Lomb Corporate Wellness Initiative. Marcie also had 4 years as the Wellness Director with (Nemco/NFP) National Financial Partners in NYC. She developed multiple wellness programs for their clients based on the clients needs, customizing each program to meet the culture and specifications of the CEO/CFO specs. She also worked with clients ranging form 100 lives to 20,000 lives. Marcie also was a Global Wellness Manager at a Fortune 100 company with 65,000 employees.


Meredith DeMartino | Event Network

Meredith DeMartino joined Event Network, Inc. in 2005 as their VP of Human Resources. Over the past ten years Meredith and her team have focused on developing and managing a strong International Human Resources foundation and strategic presence to support the growth of Event Network, with a major focus on culture and wellness. Meredith earned her Bachelor’s of Science degree in Finance and Marketing from SUNY, Albany and her MBA from California State University, San Marcos.


Dennis Fiszer, JD | HUB International

Dennis Fiszer provides compliance and consulting services for the Eastern Region regarding health plans and other employee benefits. His areas of expertise include COBRA, FMLA, Health Insurance Portability and Accountability Act of 1996 (HIPAA), wellness programs, federal and state health care reform, employment and labor issues, ERISA, the Family and Medical Leave Act (FMLA), cafeteria plans, and compliance with Internal Revenue Code requirements for favorable tax treatment of benefits. Dennis is a widely recognized speaker on employee medical benefits, and human resources issues. Key project work has recently included formulating and executing agenda, coursework and materials for eight-hour, Willis EB “Boot Camp” to train producers and account executives. He has also led HIPAA privacy, COBRA, GINA, Michelle’s Law, ARRA, MHP, ADA, CDHP and claims procedures seminars for clients. He has also coordinated similar programs internally as an organizational resource.


Ralph Gaines | beBetter Health

Ralph Gaines came to beBetter in 2005, becoming its CEO in 2006. Under his leadership, beBetter has expanded from its mid-Atlantic roots to a nationally focused wellness company serving benefit brokers and small and mid-sized businesses. He relocated beBetter Health’s company headquarters to Chicago in 2011. Ralph lives wellness. His passion for health and fitness drives him to compete in Olympic-distance triathlons as well as Ironman 70.3 races.


Monica Graves | The Chopra Center

Monica Graves serves as Program Manager for the Chopra Center’s Workplace Wellbeing department. With a formal background in marketing and management, and several years of insight into life in the corporate world, she has a sincere passion for bringing practices of mindfulness and wellness into the workplace. Monica has completed all three certification courses at Chopra Center University, making her a Vedic Master Educator of Meditation, Yoga and Ayurveda: Perfect Health Lifestyle. She teaches weekly group classes and private three-day meditation workshops.


John Halloran | Mobile Health Consumer

John Halloran is the CEO and Founder of Mobile Health.  At Mobile Health we believe in the promise of Smartphone technology being the backbone of delivering smarter, more consumer centric Healthcare. John spent over a decade in Employee Benefits Outsourcing and Communications working with clients like Nestle USA in partnership with IBM’s Outsourcing Practice, and TD Bank Financial group in partnership with Mercer’s Human Capital Practice. John has a Masters of Business Administration from the University of California, Irvine.


Sara Harvey | The Chopra Center

Sara Harvey is a dynamic, empowering leader who continues to be instrumental in developing the Chopra Center’s world-renowned lifestyle brand. She works directly with co-founder Dr. Deepak Chopra and the leadership team to fulfill the Chopra Center’s mission to serve as the global source for balance, healing, transformation, and the expansion of awareness.


Lynn Herrick, Esq. | GreatCall, Inc.

Lynn Kantor Herrick, Esq., is the general counsel, secretary and vice president of human resources of GreatCall,Inc., the leader in empowering aging consumers and their family caregivers to stay connected, protected and in control of their lives. Lynn joined GreatCall in 2009, providing strategic leadership, legal direction and commitment to employee engagement. With more than fifteen years of success serving as general counsel of innovative, privately held companies and working at large law firms, she has experience in employment, intellectual property and general corporate leadership. Lynn is a member of the Association of Corporate Counsel and serves as the Director of Operations for the Arsenal FC-San Diego Futbol Club and as a member of the Intercare Advisory Council. She graduated from Indiana University School of Law, magna cum laude, and the University of Michigan, with honors, with a Bachelors of Political Science, and is admitted to the bars of Indiana and California (as in-house counsel).


Janine Holmes, MS, SPHR | CUSO Financial

Janine Holmes is a human resources leader who excels at strategically aligning HR functions with organization initiatives. She holds a masters’ degree in HR/Organizational Development, the SPHR certification, and has more than 20 years’ experience in human resources. Throughout her career, she has worked in large multi-state service-based organizations and is currently the Vice President, Human Resources at CUSO Financial Services and Sorrento Pacific Financial. She is responsible for all aspects of human resources including total rewards/compensation, employee benefits strategy, wellness, employee development, recruiting, risk management and employee relations. Holmes is a past winner of San Diego’s HR Professional of the Year Award in 2010 and 2008.


Jennifer Jung, PHR | Bridgepoint Education

Jennifer Jung is Director of Benefits for Bridgepoint Education, a provider of innovative solutions that advance learning. In this role, Ms. Jung is responsible for developing and administering employee benefit programs, education benefits and a Best In Class Wellness program. Her most recent passion has been focused around educating employees about the importance of taking ownership of their health and becoming true consumers in the healthcare market. She has successfully taken an HMO centered employee base and turned them into true consumers, going full replacement CDHP in July, 2014. Ms. Jung’s professional experience spans over 15 years and includes various human resources positions in compensation and benefit administration, human resource information systems, employee management and relations, policy design and implementation, and training and development. Prior to joining Bridgepoint Education, Ms. Jung served as Benefits Manager for Kratos Defense & Security Solutions, Inc. Before that, she was a Human Resources Consultant for HR Innovative Services, Inc. Ms. Jung earned her BS in business administration with an emphasis in management from the University of Northern Colorado. She also holds a Human Resources Management Certification and PHR Certification from University of California, San Diego.

Mika Kim | Place of the Future

Mika Kim is the Chief Happiness Officer at Place of the Future, a triple top line Social Enterprise with a mission to transform businesses through impact driven work. Mika is a Certified Wellness Coach and has earned her Diploma in Social Innovation through the United Nations-mandated University for Peace (UPEACE) Centre for Executive Education headquartered in Costa Rica. In addition, she has earned her MS degree from University of Southern California and BA degree from University of California, Irvine. She currently serves on the Board of Directors for the Del Rey Neighborhood Council (an organization certified by the City of Los Angeles), United Nations Association – USA, Pacific Los Angeles (a division of the U.N. Foundation to promote the work of the U.N.), and the Social Enterprise Alliance – Los Angeles (the leading organization supporting businesses with a social purpose). She is also a Consultant with the Executive Services Corp of Southern California, where she advises non-profit organizations on leadership training, strategic planning, and board development.


Shauna Langford-Piscitello | SOULutions For Balance

Shauna Langford-Piscitello is a dedicated and compassionate teacher with extensive experience in health and well-being. Her desire to learn about the miraculous ways our bodies and minds function and naturally heal, have led her on a path to yoga and meditation. As a clinical occupational therapist for over 15 years, Shauna worked in a variety of rehab settings specializing in return to work and workplace injury prevention. As a long time yogini, she is a yoga therapist delivering yoga as a modality for those who are recovering from injury or looking to balance body, mind and spirit. Realizing that well-being is multifaceted, Shauna also practices the art and science of Feng Shui and refers to it as “yoga for your environment”. It is her mission to offer life enhancing and sustainable therapies for those who want to make positive changes in their lives.


Mike McGlade | GreenShield

Mike is a lifelong entrepreneur with extensive technology, entertainment, and digital media experience. He has led business development, financial planning, marketing and sales efforts for multiple companies at various development stages. He is currently the founder of GreenShield (formerly FitWallet), a diversified financial services marketplace that helps employees save money, invest wisely and reach their financial goals. Mike graduated from Penn State University with a Bachelors of Science in Computer Engineering and received his MBA from Harvard Business School.


Lindsay Sherry | Real Healing Nutrition

Lindsay Sherry, the founder and owner of Real Healing Nutrition, is a Clinical Nutritionist and Certified Holistic Health Counselor who believes that diet, environment and lifestyle all have a tremendous impact on our overall health, happiness and well-being. Lindsay works with clients, as well as organizations across the country to help them motivate and guide their employees to make lifestyle changes that transforms their health and produce real and lasting results. Lindsay received extensive training in nutrition and Health Coaching from the Institute for Integrative Nutrition (IIN) in New York City as well as the Natural Healing Institute College (NHIC) in San Diego. Lindsay is also the Director of Nutrition for SYNERGY, an integrative neuroscience partnership that provides brain-based training for individuals and organizations and she is a member of the Nutrition Advisory Panel for the non-profit organization, Blessings in a Backpack. She is also a regular contributor for Contentment, the quarterly publication of The American Institute of Stress. Lindsay is certified as a Holistic Health Coach (HHC) by The American Association of Drugless Practitioners (AADP) and is a member of the International Association of Health Coaches (IAHC). She also holds a B.A. in Journalism from the University of Wisconsin, Eau Claire.


Lindsay Steckler | Intercare

Lindsay Steckler is responsible for developing, directing and implementing wellness strategies and initiatives for key accounts. One of Lindsay’s core strengths is working cross functionally to identify needs and deliver specialized programs based on the client’s objectives, culture and resources. She strives to bring creative ideas to assist employers in creating a strong culture of wellness, and improve the overall health and performance of their employees. Lindsay received her Bachelor of Science degree in Exercise Science from Boston University. She also holds a national certification though the American College of Sports Science.


Susan Tufts | L.L. Bean

Susan Tufts manages the Occupational Health and Wellness Programs at L.L.Bean, Freeport, Maine. She has been part of L.L.Bean for the last 30 years and feels that the Wellness program has been successful throughout that time because it reflects the values of our company. Health and Safety are an integral part of how we work and who we are. Significant program accomplishments over this time include reduction in employee smoking rates from 24% in 1985 to less than 6% today; tobacco free grounds, subsidized healthy offerings in cafeterias and vending machines and a comprehensive health risk assessment program that is integrated with our Benefits plan. We have experienced significant reduction in health risk factors, and impressive cost savings including a 4:1 ROI from our Healthy Lifestyles program – evaluated through multiple claims analyses. Susan has degrees in Nursing, Athletic Training and a Master’s degree in Exercise Physiology/Cardiac Rehabilitation.


Meagan Tyson | HUB International

Meagan Tyson is West Region Director of Client Communications for HUB International. In this role, Meagan is responsible for leading and developing a team of strategists, designers and writers that creates dynamic and effective employee benefit communication campaigns. The communications team works closely with organizations of all sizes to create customized employee communications plans that engage and educate all employee groups. Under Meagan’s leadership, the HUB Benefit Communications Team has been the proud recipient of the highly coveted national MarCom Awards for 6 years in a row, including 2014.

Meagan received her BA in Communications with an emphasis in Public Relations from San Diego State University.


Brad Wolfsen | bSwift

Brad’s 12 years of experience in health care, benefits and technology has consistently focused on bridging the gap from innovation to execution. He built and then led Safeway’s wellness and reference pricing programs, most recently as President of Safeway Health, a venture to commercialize Safeway’s health benefit solutions. Under his leadership, Safeway saved hundreds of millions of dollars in health benefits cost for itself and its clients and Safeway Health became a profitable and successful enterprise. Prior to Safeway Health, he was Vice President of Strategy and Health Initiatives at Safeway. In his strategy role he managed operational change programs and business line turnarounds that led to over a billion dollars in profit improvement. Before joining Safeway, Brad was a management consultant with Booz & Company, Deloitte and independently, where he advised clients on product commercialization and growth strategy. He worked with companies in the health care, biopharmaceuticals, technology and consumer products sectors. He received his undergraduate degree in economics from The Wharton School at the University of Pennsylvania and earned his MBA from the University of Chicago.

Time Schedule
7:00 – 8:00 am Registration, Breakfast, Vendor Expo and Networking
8:00 – 9:15 am Opening Ceremonies and Keynote

The Future of Wellbeing
Deepak Chopra, MD – Founder, The Chopra Foundation

9:30 – 10:00 am Activity Breakout Sessions

Deepak Chopra Book Signing

Energy Drained? Simple Movement and Breath Exercises for Your Health and Energy While at Work
Shauna Langford-Piscitello, Owner, SOULutions For Balance

De-Stress at Your Desk in 5 Minutes or Less: Chair Yoga
Monica Graves, Workplace Wellness Coordinator, The Chopra Center for Wellbeing

10:15 – 11:15 am Breakout Sessions

Wellness Legal Update
Dennis Fiszer, J.D. – Chief Compliance Officer, HUB International

The Engagement Equation – Local Employers Panel
Event Network
beBetter Health
The Chopra Center for Wellbeing
Mobile Health Consumer

Brain Fuel: Nutrition and Lifestyle Strategies for your Most Valuable Resource
Lindsay Sherry, Founder/Owner, Real Healing Nutrition

11:30 am – 12:30 pm Breakout Sessions

Reaching Employees: How To Effectively Communicate With Your Employees
Meagan Tyson, Director of Communications, HUB International
Jennifer Jung, PHR, Director of Benefits, Bridgepoint Education

Building a Culture of Wellness – Taking a Culture-First Mentality in Workplace Wellness
Lynn Herrick, General Counsel, Corporate Secretary and Vice President of Human Resources, GreatCall Inc.
Janine Holmes, SPHR, Vice President of Human Resource, CUSO Financial

Bending the Cost Curve: Consumerism, Wellness and Private Exchanges
Brad Wolfsen, Senior Vice President, bSwift

12:30 – 2:00 pm Lunch and Keynote

Extreme Makeover: Worksite Wellness Edition
Rosie Ward, Ph.D., MPH, MCHES, BCC, CIC® , Principal and Co-Founder, Salveo Partners

2:15 – 2:45 pm Meet & Greet with Dr. Rosie Ward

Making Connections
The purpose of “Making Connections” is to provide a mechanism for people with similar professional or personal
interests to get together at the Symposium for a discussion, short break, or fun physical activity. “Connections” might
include meeting with a small handful of people for a walk-n-talk or sitting with a larger group to exchange questions
and ideas.

Creating Engaged Wellness Committees – Discussion Group

How to Approach an Outcomes-Based Wellness Initiative – Discussion Group

Walk N’ Talk: How to Set Up Walking Programs at the Workplace

3:00 – 4:00 pm Breakout Sessions

Financial Wellness in the Workplace
Mike McGlade, Founder, GreenShield

Worker Happiness Index (WHI) – How to Measure Wellbeing in the Workplace
Mika Kim, Chief Happiness Officer, Place of the Future

Award Winning Wellness Program Case Study: L.L. Bean
Susan Tufts, Occupation Health & Wellness Manager, L.L. Bean

4:15 – 4:45 pm Making Connections

Small Employer Breakout

Medium Employer Breakout

Large Employer Breakout

4:45 – 5:30 pm Healthy Hour
Vendor Expo

Title Sponsor


Event Sponsor

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Vendor Expo Participants

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Tickets & Registration
Regular Ticket Price: $199

**GROUP DISCOUNT – $20 off per ticket when you purchase 2 or more.**
© 2015 Intercare Insurance Solutions. A Hub International Company