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Partnership Presentation

Transcript: SonoBello Partnership Presentation May 16th, 2017 Will Spong, Sr. Vice President Elise Thorpe, Vice President Kimberly Manck, Vice President Business minded. Community focused Lovitt & Touché provides our clients with the resources of a national house and the prompt personalized attention of a local Arizona brokerage. We’re the largest independently- owned agency in the Southwest, with 200 experienced insurance professionals to serve you. Your Benefits Team The employer’s Dilemma Benefits Budgeting Pressure & Volatility Diminished Employee Purchasing Power Employee Benefits & Compensation Expectations Increasing Complexity & Compliance Costs Statutory Plan Cost & Design Constraints Mar.17 Saint Patrick's Day Why are these the only choices every year? How We Can Help: Your Personalized Blueprint​ Understand you and your employees Understand the situation today Assess your needs now and in the future Understand your goals for the future Design a strategic plan integrating new healthcare regulations Benchmark your progress Continue the cycle Develop a 3-5 year Strategic Benefits Plan Beacon: Compliance Empowerment to Make Well-Informed Decisions Access to L&T’s General Counsel, Maggie Osborn – Employment Law et al Support for State and Federal Compliance Online tools: Compliance Dashboard, HR Community Comprehensive resources your team has access to perform in-depth research Monitor changes and communicate them Alert you when the risks are high Reduce your legal exposure We drive the compliance process for you! Connections: Improve Engagement & Satisfaction Develop Benefits Communications to Attract and Retain a Productive Workforce Communicate enrollment options: Print, Video, Webinars, Presentations Open Enrollment support OE Benefit Guide Simplified “Benefits at a Glance” Payroll stuffers, posters, video, webinars Ongoing Communication to Improve Benefit Literacy “How to Save on Health Care” “How to Register and Use Online Consumer & Wellness Resources” “Cost of ER vs. UR vs. Minute Clinic” Viewpoint: Reporting & Data Analytics What information do you want to see? Timely Reporting Financial and Utilization Experience Monthly, Quarterly, Annually Strategically utilized Deep Dive Data Mining Integrated with plan goals Integrated with wellness initiatives Integrated with communication campaign Your Claims Advocate - Maureen Wigham Assistance with employee claim challenges Incorrect Provider billing Balance billing Provider research All claims tracked in database by client, carrier, and nature for future planning Saved employees over $300K in 2014,over $750k in 2015 and over $650k in 2016! HR Support: Claims Advocate Direct employee claims issues to us! HR Support: Training & Seminars Newsletters on HR and Benefits L&T Learning Academy One to two per month Topics vary: Wellness, Workers Compensation, OSHA, etc. Quarterly HR Wellness Roundtable Face-to-Face training Healthcare Reform: What does it mean to us? Alternative Funding Arrangements Consumerism: Understand HRAs and HSAs Wellness: How to Get Started? Online Resources MyWave HR360 Compliance Dashboard Transparency Tools Reference Based Pricing TeleMedicine – MeMD, Healthiest You, etc. Dependent & Claims Audits Chronic Condition/Disease Management Analysis Creating a Culture of Well-Being Defined Contribution Approach – Partner vs. Parent ClearPath Prime, L&T’s Private Exchange Offers choice, manages budget – Win-Win! Benefit Trends and Cost Containment Healthcare Reform updates, interpretation & direction – especially with potential changes Pre-renewal Strategy Sessions Renewal Negotiations, Marketing, Program/Carrier Implementation support Open Enrollment coordination and Communications Day-to-Day Servicing Vendor Management, Benefit Administration Support 5500 Filings, SPD, Handbook and Contract Review Education on Marketplace Trends Benchmarking Evaluating HRIS Systems Other ??? HR Support The key is personalization through technology and service Recommendations based on individual needs and complex scenario analysis Lovitt & Touche Private Exchange​What Is An Exchange? The ClearPath Prime “Gift Card” The ClearPath Prime “Gift Card” On a virtual “gift card”, the employer provides a set amount of money to each employee for the purchase of benefits Can be different amount by tier (EE, ES, EC & FAM) Able to split into multiple “gift cards” one for medical benefits and one or two for ancillary benefits On medical “gift card’ all employees receive the same amount of money The money on the ancillary “gift card” can be different for different groups of employees (Executive, Administrative, Supervisors, Staff….) within certain compliance parameters Taxation, Discrimination & ERISA The ancillary gift card is for the purchase of all benefits other than medical Why Is Choice So Important? Health & Demographics Individuals have different medical needs requiring different types of coverage Financial Status People have different levels of income and savings to cover

Partnership Presentation

Transcript: Community Engagement/Outreach Core Researcher Tonya To engage in community-based outreach activities that raise awareness of health disparities and to encourage community members to participate in disparity-elimination research. Monthly training provided in: Community Assessments Grant Writing Communications Plan Annual grants Health education and community outreach Community Partner Nancy Community Involvement *Source: CDC.gov Develop Community Outreach and Health Education Activities Knowledge of: Community Strengths Resources Influential Organizations Historical Influences Local Health Concerns We will focus on topics that are of concern to you and your community We will work equitably to provide health education and outreach efforts in the community Health Disparity: A difference in health that is closely linked with social or economic disadvantage. Perks of Partnership The Path Ahead... Formation of Partnerships Impacts on the Community Bulloch Candler Evans Emanuel Interpret Findings Knowledge of: Theory Research Methods Experience Sara Hawkins, MPH Community Engagement Coordinator Rural Health Research Institute Georgia Southern University What the partnership looks like: Map Community Assets Community Assessment Engaged-Counties Distribute Findings Increased community awareness surrounding health disparities Increased capacity to make healthy decisions in rural communities Translation of research to health promotion activities in the community Increased community involvement in evidence-based community-based research First....What is a Health Disparity? Goal of Community Engagement Core

Partnership Presentation

Transcript: We aim to have all our work be impactful and give our partners a tangible return on investment. The key to this is having a well thought out and straight forward plan and direction that is simple and easy to follow. The creator of this video identified the different audience segments and was able to create a single message that effectively spoke to them all. Option 1 V would work with the Mustard Seed to create that single powerful video that will be used as a launch pad to start the conversation, engage your audience and really help make a difference. We do feel that you will need additional videos to help tell the full story of The Mustard Seed and keep your audience engaged. Knowing that you have access to internal resources to create these grassroot videos, We will provide 1 day of training from our experts for both using your camera and editing software. This will help fill the gap for additional video content and give continuous communication to your donors and volunteers. This video was produced for multiple audiences but used the same foundation. This helps spread the initial investment significantly. The Solutions PARTNERSHIP There are 6 keys to success that we have identified in any video that invokes change and motivates a viewer to do something! The Mustard Seed Keys to Success Our second option is leveraging our video skills as a resource. We offer the V Embedded Contractor Service to our corporate clients. This is an efficient and affordable way for companies to produce quality video for basic messaging, in the same way you would if you had a production person on-staff. The best part is you only need to bring us in when you have video content to produce. So you handle the planning, scripting and our VECS crew member will come to your location. They will be equipped with a camera package and portable edit suite to capture and create your content. Below is the typical price breakdown of this package and we would be prepared to offer this to you at our $1,050/day rate with a 10 day commitment. Then they simply changed the Call to Action based on how they wanted that segment to respond. (ie Share their dreams, buy life insurance, buy endowment plan etc) At V, We believe that quality and effectiveness outweighs quantity. We could produce 16 videos that are mediocre, or put those resources towards creating 1 extremely powerful video that could speak to your audience and reach them on a personal level. Option 2 One strong video can start a movement! http://www.dreamformychild.com - Know your audience - Keep it Simple - Get people talking - Invoke Emotion - Be clever - Have a clear CALL TO ACTION! This video was very effective on all aspects of our keys to success. The campaign produced this video in 6 different versions to target their market segments. This particular version directs viewers to share their dreams and gives a chance to win: The Mustard Seed needs to communicate with their various audiences and populate their new website with meaningful content. This content will drive donations, volunteers and give understanding to the community on what the Mustard Seed does. In the initial ask, 16 videos in total have been requested. The budget for this initiative is $10,000. The Challenge

Fujistu Charity Partnership

Transcript: "The Power to Provide Equal Opportunities to All People" Crossing the Digital Divide Mild (e.g. require assistance to obtain a job) to severe (e.g. require full-time care & support) Can be associated with cerebral palsy, Down's syndrome, autism, epilepsy Sometimes confused with learning difficulties (e.g. Dyslexia, mental illness) 1.5m people in UK with a learning disability, estimated 350,000 classed as severe (NHS) Employee involvement 8 out of 10 children with a learning disability are bullied Other opportunities 58x more likely to die before the age of 50 The work we do People with learning disabilities can be excluded from some technologies Tech develops rapidly meaning people with learning disabilities in danger of being left behind, particularly children with SEN Efforts include 'Big Mack's', adapted website, iPad lessons Opportunity for a strategic and shared value partnership We: Provide high quality, individualised support - 9,500 people directly supported in 12/13 Campaign to change policy e.g. secured changes to the assessment of Personal Independence Payment Provide advice & information to anyone who needs it - 38,000 people received our support via email, phone or in person in 12/13 Raise money & awareness e.g. forming strategic partnerships 50% of adults with a learning disability live in the family home Professional volunteering Volunteering alongside people with a learning disability Volunteering at a National Mencap event Get involved with fundraising shaping tomorrow with you Office fundraising - the heart of a partnership, anything from cake sales to fancy dress Challenge yourself - Be part of Team Mencap & sign-up to one of the many exciting challenges Payroll giving - simple, efficient & extremely effective. Build on your 'Be the Heartbeat' campaign Less than 1 in 5 people with a learning disability work Aligned with Involve Me project Create learning disability-friendly devices Laptops, notebooks, computer displays Include people with learning disabilities in development teams Widen user-base, market opportunity; joint venture e.g. Age UK & CyCell Sponsorship of Little Noise Sessions -Long history of cultural sponsorship, including the Fujitsu Concert Series in Japan Diversity of workforce - We can work with you, providing expertise about workforce inclusion Mencap Safety Challenge - achieve a higher standard of safety in your operations How we can raise funds together Working together towards a more inclusive future "Significantly reduced ability to understand new or complex information, to learn new skills and the reduced ability to cope independently" (Department of Health) Assistive Technology can help with listening, math, memory, organisation, reading & writing Fujitsu is committed to 'development aimed at creating products & services that help more people participate in society' Universal Design - smartphone for elderly, device that changes sounds into vibration Mencap - The voice of learning disability Example Services Housing - Golden Lane Housing, assist people find their preferred home Learning - Tailored education opportunities via colleges & PPQ Employment - 'Employ Me' is Mencap's specialist service to help people with learning disabilities get into work Leisure - providing opportunities for arts, sport, day trips & general activities otherwise not available Example Projects Inspire Me - practical activities & learning for 14-25 year olds Involve Me - creatively involving people with profound & multiple learning difficulties (PMLD) Gateway Active - health, well-being & leisure centres Getting It Right - working with partners to improve primary healthcare services Understanding Learning Disability The Power of ICT greqhterhtr Our vision is a world where people with a learning disability are valued equally, listened to and included

Partnership Presentation

Transcript: At market prices in Uganda, sanitary materials would cost about one tenth of an average household income each month (Kirk and Sommer 2006). The Red Elephant's Three Core Tenets Empower the local population with new skills and the realization that they have the power to effect positive change This ongoing process culminates in the ability of women to recognize their worth, value, and ultimately their right to live with dignity for every week and day of the month The ongoing community dialogue will help bring this silent issue into the forefront. The more that menstruation is talked about, the better that it will be understood, and the greater chance there is of chipping away at the barriers that women face during and as a result of menstruation. Engage In some rural areas, menstruating females resort to using: cotton wool, cloths (including socks), tampons, tissue paper, pages torn from school exercise books, pieces of sponge torn from mattresses, old rags, leaves, cow dung, sawdust/sand, newspaper, a hole on the ground to sit on for the whole period Use of unsanitary materials leads to: Pelvic infections, Skin irritations, Disruptions to their education, Decision to drop out of school entirely. These are further exacerbated by: Stigma Powerlessness Lack of Sanitation We have developed a program that can be adapted to many different settings, with different populations and norms, to address the barriers that women face during and as a result of menstruation. These programs will be funded by us and taught to other organizations with functioning and thriving projects ‘on the ground’ in locations around the world. This program centers around the creation of simple reusable sanitary pads, and the establishment of a public dialogue that aims to decrease the stigma associated with menstruation that is so prevalent in many societies. The pads will be made of locally sourced materials wherever possible, they will be made by the local population, they will benefit women in the area by providing for a need, and they will benefit those involved in the simple production process as serving as a means to generate an income. The program that we have developed aims to engage the local population, educate them on how to produce the pads, and empower them through recognizing their value as human beings and their right to live with dignity – for every week and day of the month. Empower Educate the local population about the effects of menstruation and how to produce the pads Reusable sanitary-pad making is a simple endeavor Partner organizations are encouraged to work with existing community groups (women’s clubs, sewing cooperatives, etc.) Partner organizations will host workshops with these stakeholders The Red Elephant will provide pattern templates, instructions (which will need to be translated into the local language), and pictorial instructions, among other things Materials will be sourced locally The Red Elephant's mandate is to “empower women in low-resource settings by removing and/or overcoming the barriers that they face during, and as a result of, menstruation by establishing and supporting projects that seek to positively impact the local population” About one in ten school-age African girls does not attend school during menstruation (Kirk and Sommer 2006). The Red Elephant will: Support Ainembabazi Children's Project through the provision of our program model details, which they can then endeavor to implement in the host communities within which they work Review, on a monthly basis, any Project Proposals that are received Draft Project Contracts for approved Project Proposals Dispense the funds agreed upon in the Project Contract to Ainembabazi Children's Project for the purpose of implementing The Red Elephant’s program model Assist in the modification of our program model, when necessary, to allow Ainembabazi Children's Project to successfully implement our program model in the host communities within which they work Provide ongoing support to Ainembabazi Children's Project in regards to the implementation of The Red Elephant’s program model Ainembabazi Children's Project will: Submit an accurate Project Proposal for each individual project that they seek to undertake Adhere to each individual Project Contract that has been signed by both The Red Elephant and Ainembabazi Children's Project Modify and/or adapt The Red Elephant’s program model as necessary to allow for different settings, populations, and norms in order to adequately address the barriers that women face during and as a result of menstruation Jointly, both parties will: Remain committed to achieving their mission to empower women in low-resource settings by removing and/or overcoming the barriers that they face during, and as a result of, menstruation Endeavor to engage the local population, educate them on how to produce the re-usable sanitary pads, and empower them through recognizing their value as human beings and their right to live with

Partnership Presentation

Transcript: Singer Equipment Comany Fred Singer, President & CEO Partnership Meeting Introduction Introduction Market Leading Distributor Market Leading Distributor Background Founded in 1918 Family Owned & Operated Sixth Largest in the Country Two-Time Dealer of the Year Relationship Driven Background Business by Revenue Line Business by Revenue Line Locations Locations Key Differentiators Key Differentiators Experience Releveant Client Experience Here Managed Services Highly Demanding Complex Customers Experience Reputation Two-Time Dealer of The Year Recognized Industry Leaders Longevity of Customer Relationships Reputation Scale National Presence Infrastructure Purchasing Power Capital Structure Scalability Scale National Capabilities Completed projects in 43 of the 50 states and Washington, DC including International coverage in Mexico, Canada & Caribbean National Capabilities Distribtion Distribution Services Physical 10 offices throughout the Mid Atlantic 4 distribution centers -- 360,000 sq. ft. Team 45 Distribution Sales Representatives 32 Customer Service Representatives 9 Inside Sales Representatives Full National Account Team Transportation 63 Company Trucks 8 trucks in NYC every day Service to DC/Baltimore 4 times a week Dedicated equipment delivery trucks Inventory Stock of 12,000+ items Over $12 million in inventory Several quality levels per category Ability to match the right product for the right application Strong relationships with manufacturers Inventory Private Fleet 63 Company Trucks Professionally trained uniformed drivers Inside delivery Powered tailgates on all trucks GPS tracking on all vehicles Routing software (Roadshow) 8 trucks in NYC every day Dedicated equipment delivery trucks Private Fleet Warehouse Operations Available from all major manufacturers Special orders are placed same day Order tracking provided Warehouse Operations Dedicated Sales Team Dedicated Sales Team Design-Build Design-Build Team Based Model Teams are Market Focused Teams Have Dedicated Resources Design CAD Project Management Estimating Administration Provide Consistent Experience for Clients Contract Infrastructure Physical Contract Infrastructure 10 offices throughout the Mid-Atlantic Team 25 Contract Sales Representatives 25 Project Managers 16 Estimators 15 CAD National Capabilities Completed projects in 43 of the 50 states and Washington, DC including International coverage in Mexico, Canada & Caribbean National Capabilities Foodservice Design 8 teams Perform Foodservice Design Interior Design Department Lead designer has extensive managed services experience All FF&E Millwork design & finishes Renderings Each Team Has Broad Resources CAD Estimators Over 140 projects designed in house in 2016 Value of the projects range from $175K - $2.2M Foodservice Design Value Engineering & Procurement Millwork and Fabrication Priced Through Approved Suppliers Singer is part of NexGen – largest equipment buying group Strong Capabilities in Equipment Procurement Consolidation Through Owned and 3rd Party Warehouses Value Engineering & Procurement Installation & Post Installation Field Project Managers Supervise Sites Strong experience in challenging urban environments Strong experience in large projects Installation Crews both Company Teams and 3rd Party Union and Non-union Service Managed and Tracked by Dedicated Reps Start-ups Coordinated through Inside Support Installation & Post Installation Project Management Dedicated project management team Highly responsive Deep foodservice experience Proactive Processes Create Successful Outcomes & Controls Costs Careful review of specifications & architectural drawings Cloud based document management avoids drawing confusion Pre-inspection of equipment prior to shipping to location Rough-in layout using templates Project Management Next Steps Next Steps COMPLETED PROJECT STATS STATISTIC 1 STATISTIC 2 STATISTIC 3 NUMBER 1 NUMBER 2 CUSTOMER SATISFACTION CUSTOMER SATISFACTION CHART CHART

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