Workplace Financial Wellness Programs that Drive Engagement and Bottom-Line Profitability

Welcome to myCPE

Reviewed

February, 2024

Learning Objectives

To identify the signs of when an employee may need help.
To discuss the difference between absenteeism vs. presentism and the signs of low engagement.
To identify the interests of your employees and learn how to align your interests with those of your employees.
To create a workplace financial wellness program that will fit in with other workplace programs.
To analyze how to boost employee engagement and bottom-line profitability.

Course Description

Quiet quitting, work-from-home, RTW; the workplace is certainly not the place we remember from three years ago. Not only has the workplace changed, but people have changed, as well.

Regardless of workplace location, engagement has become key to attracting and maintaining motivated employees. Driving engagement saves money and time and allows employers to continue to focus on building strong teams. To the employee, engagement means belonging, being heard, and having a work-life balance.

Today, the well-being of the employer and employee are becoming intertwined, and it is now more important than ever for the two to become aligned and balanced.

This CPE Business Management Webinar will examine how workforce engagement can drive sustainable bottom-line success. Outside of building a supportive culture, financial wellness programs align the organization’s desire for engaged employees with the employees' need to understand financial topics. We will also discuss how workplace wellness programs can benefit your organization by building stronger, transferrable decision-making skills. Whether you are a business owner or part of a management team, this course will inform and instruct you on implementing and measuring successful engagement with financial wellness programs.

Major Topics Covered:

Defining the problem
Workplace financial wellness
What is engagement?
Identifying your employees' potential distress
Top signs your employees need help
Research shows
Let's look at the impact
Absenteeism vs. presenteeism: Whose money is it
Aligning employer and employee interests
What matters to employees
Aligning interests
Integration of workplace wellness programs
Launching an employee wellness program
Analyzing engagement and bottom-line impact
More than revenue
Can workplace financial wellness programs boost your bottom line?

Join this CPE course led by Ilene Slatko, a speaker and serial entrepreneur who is a financial coach and educator. For the last two years, Ilene has also provided training programs for federal government agencies. In addition to her federal retirement programs, she has been in demand for her hybrid work programs. She spent over 30 years in the financial industry and has long been a resource for financial and accounting professionals.

Overview

Defining the problem

3 mins
What is engagement?

10 mins
Absenteeism vs. Presenteeism

22 mins
Launching an employee wellness program

35 mins
Can workplace financial wellness programs boost your botomline?

45 mins

Webinar Qualifies For

1 CPE Credit of Business Mgmnt and Org for Certified Public Accountants (CPA-US)
1 General Credit of Business Mgmnt and Org for Accountant/Bookkeeper/Tax Professionals
1 CPD Credit of Business Mgmnt and Org for CPA in Canada
1 PDC Credit of Employee engagement for SHRM Professionals (Approval No. 24-3KRGD)
1 CPE Credit of Business Mgmnt and Org for Certified Management Accountants (CMA)
1 RCH Credit of HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 649539)
1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
1 CPD Credit for Chartered Accountant - ICAEW
1 PDU Credit of Business Accumen for Project Management Professional (PMP)
1 CPD Credit for Chartered Accountants - Scotland
1 CPE Credit of Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA)
1 CPD Credit for Chartered Accountants - Ireland (CAI)
1 CPD Credit for CPA - Ireland
1 CPE Credit of Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA)
1 CPE Credit of Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Ilene Slatko

Principal, DSS Consulting

For the past 35 years Ilene has provided financial literacy and investment education for individual clients to enhance their understanding of money, finances, and investments; and to organizations with a particular emphasis on retirement planning. She has worked for notable Washington, DC area investment companies in management and in building organizational depth in financial education.

Ms. Slatko has significant experience in the areas of leadership development, team development, career development, executive coaching and talent management. She has expertise in designing learning solutions – virtual instructor-led training and instructor-led -- to meet the unique challenges of clients. She was a key provider of executive and employee education for The Southland Corporation, U.S. Mapping, Century 21, and ERA Real Estate. She has worked with executives and leaders in the areas of communication, selling, client management, leadership development, and team development.

Ms. Slatko has extensive experience in Federal retirement programs and training federal employees. When the previous retirement system was replaced by FERS, Ilene was at the forefront of presentations to educate affected employees in their choices. She has been a trainer for retirement presentations at agencies throughout the DC area,

She has been a speaker at conferences including the Army Materiel Command Women’s Financial Day, Delaware Women’s Conference, and numerous youth financial literacy programs. Ms. Slatko is currently the host of a weekly Roku and Apple TV show called, The *It Show, the first financial program designed specifically for young women. In addition, she has been the Director of Training for companies in the financial and real estate fields.

Ilene is an alumna of Marietta College where she studied Drama, Speech, and English.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

QAS Self Study

Pre-requisites

None

Advance Preparation

None

FAQ’s

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NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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.NASBARegistry.org.

Ratings and Review

4.6

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Becky Wilhelm, CPA (US)

I need my boss to hear this CPE!!!

James Goober,, CPA (US)

N/A

Sheila Labelle, CMA, CPA (US), SHRM - SCP

1 of 5 questions had 2 answers the same. The course content I watched and it still didn't record all the time so I had to re-watch it again so the quiz would be available. Poor showing for my first course.