A Passion For Caring For Our PeopleMaking the Business Case for Wellness

Jacqueline AkerblomNational Managing Partner Women’s Initiatives and ProgramsGrant Thornton LLP

Grant Thornton LLP at-a-glance

Founded in 1924, Grant Thornton LLP provides audit, tax and advisory services to both public and private clients in 51 offices in the United States.

StatisticsGrant ThorntonInternational Ltd*

Grant Thornton LLP**

Revenues US $4 billion $1.2 billion

Personnel 29,890 5,840

Partners 2,539 559

Offices 498 51

Statistics as of : Sep. 30, 2008 Dec. 31, 2008* Collective figures of Grant Thornton International Ltd member and correspondent firms** U.S. member firm of Grant Thornton International Ltd

Who works for Grant Thornton?

Two distinct groups at Grant Thornton: Employees and Partners

– Significant growth in head count over past five years

– 72 percent of Grant Thornton employees are under 40 years old

Why did we initiate a Wellness Initiative?

The Grant Thornton Experience for Our People

- The Work: Challenging and interesting

- The Pay: Competitive in the marketplace

- The Learning: Am I getting what I need?

- The Environment: Provide respect and flexibility

- The Reputation: Proud to be a part of Grant Thornton

Building a culture of health at Grant Thornton

Goals:–Differentiate Grant Thornton from our competitors

–Improve attraction, retention and employee engagement

–Promote sustained behavior change

–Manage the current and future cost of health benefits

10%

20% 20%

50%

Access to Care Genetics Environment Behavior

Determinants of Health

What is Healthy Lifestyles at Grant Thornton?

Financial and behavioral incentives for employees

– Wellness credits

– Exercise incentives

– Smoking cessation programs

– Disease management participation

– Safety behaviors (seatbelts, helmets)

Healthy Lifestyles: Nationally-sponsored initiatives

– CEO kicked off Healthy Lifestyles initiative and distributed pedometers to all employees

– Distributed Healthwise Handbooks to all employees

– Provide $600 annual credit towards healthcare premiums for completion of health assessment

– Subsidized participation in two marathons

– airfare, hotels, registration fees

– Healthy ExpectationsTM program

– National sponsor for Breast Cancer Network of Strength

Healthy Lifestyles: Local office-sponsored initiatives

– Running clubs in our local offices

– Reimburse the race registration fees for three community races every year

– Sponsor athletic teams

– Soccer, volleyball and softball

– “Biggest Loser” competitions

– Some offices even host yoga classes to promote health and camaraderie

Healthy Lifestyles: ROI

With the Healthy Lifestyles initiative in place, the firm saved almost $1M in projected health benefits last year alone.

Age/ Gender

FamilySize

Geography PlanValue

Composite

Database Actual$8,829

-16%-12%

5%

-1%

-23%

$6,796 $6,617

CustomBenchmark

GrantThornton

Healthy Lifestyles: Key lessons learned

– Understand your business environment, challenges and opportunities

– Develop a strategy for rewards and health benefits

– Capture program performance in key areas:

– Financial performance

– Population health

– Employee engagement

Healthy Lifestyles: Key lessons learned

– Adjust strategy and tactics to address shortfalls

– Execute consistently and aggressively

– Measure results

– REPEAT!

A Passion For Caring For Our PeopleMaking the Business Case for Wellness

Jacqueline AkerblomNational Managing Partner Women’s Initiatives and ProgramsGrant Thornton LLP