Breathing New Life Into Financial Wellness

  • June 09, 2016
  • 2:00 PM – 3:00 PM ET
  • Online

UMB Healthcare Services Logo

You will learn to understand how financial wellness benefits both employees and employers, and how health plans, tpas, brokers can help their employer groups to start and support a financial wellness program.

This webinar will offer solutions aligned to the needs of your workforce, ways to save and how best to integrate and how to communicate into an overall wellness program.

Webinar participants will learn:

  • Why financial wellness matters
  • A prescription for getting employees on track
  • Health savings accounts: the unsung hero of financial wellness

Who should attend: 

  • Health plans
  • TPAs
  • Brokers/Agents
  • Employers


Ben MorrisBen Morris, President, UMB Healthcare Services
Ben Morris is President of UMB Healthcare Services. He has been with UMB for 16 years and part of the HCS leadership team for the past 12 years.

Ben has been instrumental in helping to grow the HCS business to more than $1 billion in deposits and more than 600,000 accounts, along with over 4.2 million multi-purpose benefit cards. In addition, he also helped to launch other healthcare products such as payer to provider virtual cards and the health claims portal, HealthPay View.

Ben is known as a thought leader throughout the country on a range of topics related to healthcare financial products and services and healthcare reform.

Gerry HollisGerry Hollis, Director of Business Development, Blooom
Gerry Hollis has more than 15 years of experience providing employers with insurance and retirement plan solutions to build successful employee benefits programs. Currently, as the Director of Business Development for blooom, he delivers an online service for retirement plans that selects, directs and corrects participant accounts within their existing plan. Blooom offers employees a peace of mind retirement plan strategy, helps HR and can reduce expenses and costs for plan sponsors.

Kristen BermanKristen Berman, Co-founder, Common Cents Lab- Duke University
Co-founder, Irrational Labs
Kristen Berman studies how people actually act in the marketplace, as opposed to how they should or would perform if they were completely rational.

Currently she is a co-founder and head of product at Common Cents Lab, a Duke University initiative dedicated to improving the financial well-being for low to middle Americans.

Kristen also co-founded Irrational Labs, a non-profit behavioral consulting company, with Dan Ariely in 2013. Irrational Labs helps companies and nonprofits understand and leverage behavioral economics to increase the health, wealth and happiness of their users.

She was on the founding team for the behavioral economics group at Google, a group that touches over 26 teams across Google, and hosts ones of the top behavioral change conferences globally, StartupOnomics. She co-authored a series of workbooks called Hacking Human Nature for Good: A practical guide to changing behavior, with Dan Ariely. These workbooks are being used at companies like Google, Intuit, Neflix, Fidelity, Lending Club for business strategy and design work.

Before designing, testing and scaling products that use behavioral economics, Kristen was a Sr. Product Manager at Intuit and camera startup, Lytro. She built product management and marketing systems for small businesses and consumers, for domestic and international markets, for mobile and web, working on front and back end systems. The core thread throughout this all is a deep passion for understanding why people behave the way they do and then building solutions that make their lives better.

Kristen is an advisor for Loop Commerce, Code For America Accelerator and the Genr8tor Incubator and has spoken at Google, Facebook, Fidelity, Equifax, Stanford, Bay Area Computer Human Interaction seminar and more.