Staying Competitive with Inclusive Benefits:
A Benchmarking Approach
presented by Morgan Donnelly, Yvonne Gardner
& Kathleen Schulz
Sponsored by
Major change defined the past year. Healthcare delivery patterns shifted; focus on diversity, equity and inclusion (DE&I) increased; remote work impacted mental wellbeing and women left the workforce in record numbers. Existing total rewards strategies won’t be sufficient to address changing workforce needs.
Learning objectives include:
In response, this webinar will use benchmarking data and employer trend information to help attendees:
- Gain perspective on integrating inclusivity and flexibility into your benefits strategy.
- Understand key benefit trends from thousands of U.S. employers, collected in pulse surveys and the 2021 Benefits Strategy & Benchmarking Survey.
- Learn how total rewards programs are evolving from the Workforce Trends Report Series.
Morgan Donnelly, MBA, Regional Marketing Lead, West
Morgan joined Gallagher as a Consultant in 2012. She continued to grow her book of business and steadily increased her leadership responsibilities in the Seattle Branch. After 8 years working directly with clients on Health and Welfare plans, attraction and retention strategies and organizational wellbeing, she transitioned into a Marketing Lead role in the west helping tell the Gallagher story to clients and prospective clients.
In her current role as Regional Lead, Morgan is responsible for the overall management and engagement of programs surrounding Gallagher Better WorksTM: Gallagher’s total organizational wellbeing approach. Morgan is passionate about building a high-performing team that develops new business strategies, and educates organizations on leading trends in achieving more sustainable workforce goals. Morgan’s innovation and leadership has kept her team and their client’s one step ahead of the curve through a national Town Hall monthly series focused on supporting HR through the ever changing landscape of talent attraction and retention.
Yvonne Gardner, Principal Consultant, Human Resources & Compensation Consulting
Ms. Gardner received her B.A. degree in Political Science – Public Service from the University of California at Davis. Ms. Gardner then moved to Germany to study German language and culture. She returned to the US to join the HayGroup’s San Francisco Bay Area office, where she provided leadership to several of the firm’s national compensation, benefits and organization effectiveness surveys. It is during this time that she developed a deep knowledge of best practices in organization design, and compensation & benefits and published several related articles. This experience led Ms. Gardner into Hay’s consulting practice, where she provided services to clients across a variety of industries (health care, high-tech, transportation, financial services and telecommunications) in the areas of broad based compensation, performance management, incentive design, executive compensation, competency assessment, pre-merger due diligence and post-merger integration.
Ms. Gardner then joined Sutter Health to assist with acquisitions and mergers, including pre-merger due diligence, post-merger integration and strategy development and implementation. Most recently, Ms.Gardner was a Vice President at Sutter Health, where she held responsibility for executive and broad based compensation, performance management, workforce planning & analytics, talent acquisition, development and succession planning, diversity & inclusion and Sutter Health University. Ms. Gardner was also the senior most human resources business partner to Sutter’s executive team and senior staff to the Compensation Committee of the Board, where she facilitated the development of the firm’s compensation philosophy, compensation (salary, short and long term incentives) & benefit designs (including SERP design and implementation), senior executive succession planning and organization wide performance indicators. She is also experienced in the area of Board effectiveness, having facilitated the assessment and development of subsidiary boards throughout the firm.
Kathleen Schulz, MS, CHES, Divisional Vice President, Global Innovation Leader, Organizational Wellbeing
Kathleen brings more than 20 years of experience in designing and implementing wellness, fitness, occupational health, EAP, benefits, and work/life programs. As the Global Innovation Leader for Organizational Wellbeing, Kathleen works with Gallagher teams and clients to design holistic strategies to address the total employee value proposition – including all the dimensions of wellbeing, employee engagement, productivity and resiliency.
Prior to joining Gallagher Benefit Services, Kathleen spent nineteen year’s leading award winning occupational health and wellness programs at Campbell Soup Company and four years leading the health and wellness programs for NYNEX company in New York. Her experience lies in designing integrated approaches to organizational wellbeing by building relationships and collaborating with key internal stakeholders to understand the organization’s mission, then developing strategies that enable the mission and support high performance.