1 utra presentation march 26, 2014. headquartered in rochester, ny 20 branches and 40 atm’s in...

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1 UTRA Presentation March 26, 2014

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Page 1: 1 UTRA Presentation March 26, 2014. Headquartered in Rochester, NY 20 Branches and 40 ATM’s in greater Rochester area $4.8 billion financial institution,

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UTRA PresentationMarch 26, 2014

Page 2: 1 UTRA Presentation March 26, 2014. Headquartered in Rochester, NY 20 Branches and 40 ATM’s in greater Rochester area $4.8 billion financial institution,

•Headquartered in Rochester, NY•20 Branches and 40 ATM’s in greater Rochester area•$4.8 billion financial institution, serving more than 319,000 members worldwide •Largest locally-owned financial institution in Rochester and is among the top one percent of federally-chartered credit unions ranked by assets•670 employees•Human Resources/Community Relations Department:

• Total Rewards Team – 6 • Talent Management Team – 3• Training Team – 6• Employee Communications Team – 3• Public Relations Team - 1

Company ProfileCompany Profile

Page 3: 1 UTRA Presentation March 26, 2014. Headquartered in Rochester, NY 20 Branches and 40 ATM’s in greater Rochester area $4.8 billion financial institution,

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• Supports and promotes active lifestyles, healthy living, and work-life balance

• Can be financially rewarding to employees (Healthy Rewards); free Fitness Center saves employees money and time

• Promotes consumerism – Self-insured High Deductible Health Plan, including health screenings

• Strengthens employee engagement; contributes significantly to our efforts to be a great place to work

• Brings fun to the workplace

• Fully aligns with our core values (especially accountability and caring about people)

Why Wellness in the Workplace? Why Wellness in the Workplace? Program BenefitsProgram Benefits

Page 4: 1 UTRA Presentation March 26, 2014. Headquartered in Rochester, NY 20 Branches and 40 ATM’s in greater Rochester area $4.8 billion financial institution,

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Program Structure Program Structure

Page 5: 1 UTRA Presentation March 26, 2014. Headquartered in Rochester, NY 20 Branches and 40 ATM’s in greater Rochester area $4.8 billion financial institution,

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• 15 employee cross-functional team led by the Total Rewards Team

• Plans, develops, and executes program with oversight from Total Rewards

• Prioritizes health, wellness, and physical activity initiatives based on data from annual Clinical Profile, HRA, and surveys

• Promotes awareness of wellness programs and events

• Makes vendor recommendations

Program TeamProgram Team

Page 6: 1 UTRA Presentation March 26, 2014. Headquartered in Rochester, NY 20 Branches and 40 ATM’s in greater Rochester area $4.8 billion financial institution,

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Our commitment to wellness is paying off!• 2013, 2011, and 2010 -Top 25 best medium workplaces in

America • 2014 - American Heart Association Platinum Fit & Friendly Award• 2013 “Returning Honoree”; 2012 “Best In Show”; 2011

“Honoree”– Rochester Business Journal “Wealth of Health” Awards

• Highest usage (78%) in Excellus’ “Healthy Rewards” program (2013)

• Innovative wellness tools & activities that promote physical activity and healthy lifestyles – and help to create a great workplace:

Fitness Center, locker and shower facilities Numerous fitness classes – Zumba, Pilates, Kickboxing, Yoga Walking Guide / downtown tours Fun events for all fitness levels and families

Highlights and SuccessesHighlights and Successes

Page 7: 1 UTRA Presentation March 26, 2014. Headquartered in Rochester, NY 20 Branches and 40 ATM’s in greater Rochester area $4.8 billion financial institution,

ChallengesChallenges

• Branch inclusion and participation

• Moving from employer ownership to employee

consumerism mentality

• Measuring ROI

• Smoking cessation

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Page 8: 1 UTRA Presentation March 26, 2014. Headquartered in Rochester, NY 20 Branches and 40 ATM’s in greater Rochester area $4.8 billion financial institution,

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ESL Fitness CenterESL Fitness Center

Page 9: 1 UTRA Presentation March 26, 2014. Headquartered in Rochester, NY 20 Branches and 40 ATM’s in greater Rochester area $4.8 billion financial institution,

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Annual Health FairAnnual Health Fair

Page 10: 1 UTRA Presentation March 26, 2014. Headquartered in Rochester, NY 20 Branches and 40 ATM’s in greater Rochester area $4.8 billion financial institution,

Other Wellness FunOther Wellness Fun

Page 11: 1 UTRA Presentation March 26, 2014. Headquartered in Rochester, NY 20 Branches and 40 ATM’s in greater Rochester area $4.8 billion financial institution,

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Wii Challenge!Wii Challenge!