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E A S N A . O R G

APRIL 22-24, 2015 | HILTON CLEARWATER BEACH HOTEL | FLORIDA

PL ATINUM SPONSORS

GOLD SPONSORSCANADIAN

PACIFICCRISIS CARE

NETWORKTHE HAZELDEN

BETTY FORD FOUNDATION

SILVER SPONSORSMORNEAU SHEPELL

BRONZE SPONSORSCERIDIAN - LIFEWORKS HOMEWOOD HEALTH UNITY RECOVERY GROUP

EXHIBITORSBALANCEDMINDFULNESS

FOR EAP

CERIDIAN - LIFEWORKS

CONSOLIDATED CREDIT COUNSELING SERVICES

CRISIS CARE NETWORK

EASNA

FAIRWINDS TREATMENT CENTER

INFOMC INC.

LAKEVIEW HEALTH

LAW ASSIST GROUP

LUCIDA TREATMENT CENTER

MORNEAU SHEPELL

PALM HEALTHCARE

PROTOCALL SERVICES

PSYBAR

RESILIENCE JOURNEY

ROBERT DOUGLAS AND ASSOCIATES

SUNRISE DETOX

THE HAZELDEN BETTY FORD FOUNDATION

THE RECOVERY PLACE/ELEMENTS BEHAVIORAL HEALTH

TURNING POINT OF TAMPA

UNITY RECOVERY GROUP

UNIVERSITY OF SOUTHERN CALIFORNIA SCHOOL OF

SOCIAL WORK

1

B OARD OF DIRECTORSPresident George Martin

CorpCare Associates, Inc.

Immediate President Francois Legault

EAS of Health Canada

Vice President Judith Plotkin, MSW Wellpoint Health Ltd.

Treasurer Patrick Gagne

CBC/Radio-Canada

Secretary Kathleen Garner Greco

ValueOptions

Director Ken Deptuck

Teamsters Canada

Director Nicole Doucet

NDC Nutrition at Work

Director J.J. Farook

InfoMC, Inc.

Director Rita Fridella

Shepell•fgi

Director Jeff Gorter

Crisis Care Network

Director Keith Harding

FSEAP

Director Ana Laritza Leon Marquez

Touching Life

Director Kathleen Mahieu

Aon Hewitt

Director Tracy L. McPherson

NORC at the University of Chicago

Director Sharon O’Brien, MSW, LSW

Ceridian LifeWorks

Director Jim Printup

The Oasis Group

Director Debra Wolinsky

PPC Worldwide Canada EAP Services Ltd.

Executive Director Bob McLean

EASNA

Institute Chair Jeff Gorter

Crisis Care Network

INSTITUTE C OMMIT TEESCurriculum Committee

Edie Freise Employee and Family Resources

David Goehner Empathia

Irv Kooris Home Depot

Kathleen Mahieu AonHewitt

George Martin CorpCare Associates, Inc.

Judy Plotkin Wellpoint Health Ltd.

Barb Veder Shepell•fgi

Debra Wolinsky Optum Health Services (Canada) Ltd.

Brendan Young MHC

Sponsorship Committee

Jeff Mangrum, Chair Hazelden Betty Ford Foundation

Ken Deptuck Teamsters Canada

Phil Evans ProtoCall Services

Jeff Gorter Crisis Care Network

Angela Madara InfoMC

Pablo McCabe The Hazelden Betty Ford Foundation

Bob McLean EASNA

Jim Printup The Oasis Group

Judith Plotkin

Randall Thompson Shepell•fgi

Host Committee

Ken Deptuck Teamsters Canada

Florence O’Connor Homewood Health

Victoria Gudeman MSW Student, University of Maryland, Baltimore

Keith Harding FSEAP

Accredited Members

Ceridian Canada LTD, LifeWorks Division

Employee Assistance Services, OHESS, National Security Agency, USA

Employee Assistance Services Bureau, Health Canada

FSEAP Canada/Family Services Employee Assistance Programs, Vancouver

Homewood Health

PPC Worldwide Canada EAP Services Ltd.

Morneau Shepell

2 REGISTRATION/INFORMATION DESK is located on the third floor. Following are the

registration hours:

Wednesday, April 23 8:00 a.m.-6:00 p.m.

Thursday, April 24 7:30 a.m.-5:00 p.m.

Friday, April 25 7:30 a.m.-3:00 p.m.

PROFESSIONAL CREDITS AVAILABLE

15.5 Hours of Professional Development (PDHs)

15.5 Hours of Continuing Education Units (CEUs)

To obtain required documentation of PDHs

and CEUs, please visit the Registration Desk

for applicable fees and forms prior to session

commencement. The Institute is unable to

provide retroactive documentation for session

attendance. You MUST sign in and sign out of

all sessions.

BADGE IDENTIFICATION The identification

badges contained in the registration packet must

be worn for admission to all sessions, the exhibit

hall, and EASNA sponsored events.

NOTICE BOARD Messages for the Institute

attendees will be posted on the bulletin board

near the Registration Desk. Please post

messages for other attendees on this board.

INTERNET CAFÉ Sponsored by CN Rail

Check your email, find information about

a presenter, or sign-up online for EASNA

membership at the Internet Café, located in

the Exhibit Hall.

CHARGING STATION Is your phone, iPad, or

tablet running low on power? Get the juice at our

charging station in the Exhibit Hall.

QUESTIONS EASNA 27th Annual Institute

Host Committee members, registration desk

volunteers, and EASNA board members

will happily assist you with any questions or

requirements you may have. Look for identifying

ribbons on their name badges.

TOOLS, TRENDS, AND

TRAPS: POSITIONING EAPS FOR MAXIMUM SUCCESS

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WEDNESDAY, APRIL 22 , 20159am-5pm Pre-Institute: The Business Value of EAP Services: Finding Your ROI Story, Mark Attridge

6pm-8pm Welcome Reception in the Exhibit Hall

THURSDAY, APRIL 23 , 20157:30am-8:30 am Breakfast in the Exhibit Hall

8:30am – 9:45 am Plenary 1: I’m OK But YOU Need Professional Help: Creating Recovery—One Laugh At a Time, David Granirer

9:45am-10am Networking Break, Exhibit Hall

10am-11:30am Plenary 2: Working Together: How EAPs Assist Highly Regulated Industries (Brendan Young, moderator)– United States Coast Guard, Lisa Teems; Nav Canada, Lyne Wilson; Emera, Leanne Dixon

11:30am-12pm Networking Break, Exhibit Hall

12pm-1:30pm Annual General Meeting Luncheon

1:30pm-2pm Networking Break, Exhibit Hall

2pm-3pm WS-1A, The New Brain Science: A Clinical Tool for the EAP Practitioners, Ina Bachman

2pm-3pm WS-1B, EAP Critical Incident Response: Operationalizing Resilience, Robert Intveld

3pm-3:15pm Networking Break, Exhibit Hall

3:15pm-4:15pm Plenary 3: Demonstrating the Impact of EAP Services on Workplace Outcomes: Research Findings, Melissa Richmond and Randi Wood

4:15pm-4:30pm Networking Break, Exhibit Hall

4:30pm-5:15pm Plenary 4. Trends in EAP Research: Panel Presentation (Jeff Gorter, moderator)– The Role of EAP in Organizational Health, Mark Attridge– Resources for EAP Research, Jodi Jacobson Frey– EAP in the Digital Age, Barb Veder

5:15pm-6:15pm EA Research: Practice Based Research Network, Archive, and More

6:30pm-8:30pm Beach Party, Clearwater Beach Hilton

FRIDAY, APRIL 24 , 20157:30am-8:30 am Breakfast in the Exhibit Hall

8:30am – 9:30am Plenary 5: Behind the Looking Glass: Scenes of an EAP

9:30am – 10:30am 2015 Corporate Awards

10:30am-11am Networking Break, Exhibit Hall

11am-12:30pm Plenary 6: How Managers Make a Difference in Organizational Health, (Judy Plotkin, Moderator)– EAP in the C Suite: Influencing Organizational Health, Chris Hylton– Improving Bottom Lines for Organizations, Francois Legault

12:30pm – 1:30pm Boxed Lunch Exhibit Hall

1:30pm – 2:30pm Plenary 7: Workplace Experiences and Outcomes Related to Participation in the Flight Attendant Drug and Alcohol Program: An Exploratory Study, Jodi Jacobson Frey, Heather Healy, and Deborah McCormick

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PRE-INSTITUTE | WEDNESDAY 9am-5pm

The Business Value of EAP Services: Finding Your ROI StorySUMMARYThis full-day workshop explains how to

conceptualize and calculate the financial return on

investment (ROI) for employee assistance program

(EAP) services. It brings together the facts and

figures from the global academic and applied

research literature that documents the business

value of workplace behavioral health services.

Over his 20 years as a researcher, Mark Attridge

has developed a data-driven ROI logic model

and consulting approach that can help the EAP

program manager to think less like a provider of

services and more like a purchaser of services.

The goal of the training is to offer an evidence-

based comprehensive approach to ROI so that

each EAP can more confidently find their own

ROI story. This training is designed for people with

moderate to advanced knowledge of the EAP field.

OVERVIEW(Morning) Participants will begin by reviewing

the logic and empirical evidence for what EAP

does and why it is valuable. Mark will propose

four different conceptual approaches or paths to

value. Building the business case starts with the

Primary Path to Value, which follows the traditional

fee-for-service approach used by other employee

benefit programs. Some EAPs can increase their

ROI with outcomes from the Pareto Path to Value,

which focuses on avoiding health care claims

costs and employee turnover costs sometimes

associated with cases that have more severe

and chronic conditions (i.e., anxiety, depression,

alcohol and other addictions). Most EAPs can

also rely on the Productivity Path to Value to

produce the majority of their ROI total savings, as

modest improvements in employee absenteeism

and presenteeism usually follow EAP counseling.

Topping off the ROI story is the Partnership

Path to Value, which is created when EAPs are

actively integrated into other workplace programs

(such as work-life, wellness, occupational safety,

and disability). Each EAP can use a different

combination of the conceptual approaches

to best fit their program delivery model and

customer context.

(Afternoon) After lunch (included in the registration

fee), the emphasis shifts from conceptual

approaches to practical application. Participants

will debate which factors contribute most to a

higher or lower ROI and review industry best

practices for outcomes measurement, clinical

quality, and utilization metrics. The investment side

of ROI is also examined in a discussion of the

wide variation in market pricing of EAP services

and the implications it has for program promotion,

usage and ultimate value expectations. There is

also a hands-on activity of conducting an ROI

math analysis with Mark’s Excel-based calculator

tool and presentation of the results to the group

(what’s your ROI?). The day concludes with a

review of recent trends in the field that offer new

ways for EAPs to deliver more business value

(i.e., workplace wellness in the United States, the

Canadian standards for psychological health and

safety in the workplace, and using technology tools

for clinical service delivery).

5

FORMATThe training involves a lively mix of formal

instruction with slide support, business case study

and research data examples, structured handouts

for guided note taking, an ROI calculator tool

demonstration, personal assessments and small

group activities. Open discussion and Q&A is

expected throughout the day.

RESOURCES PROVIDEDEach participants will receive a USB drive with

a digital library of key resource articles and

reports in PDF format, as well as the Excel-based

calculator tool for estimating the ROI for EAP.

WHAT YOU SHOULD BRINGTo make the most of the ROI tool demonstration,

Mark encourages you to bring along a sample

utilization report from your EAP and your laptop

computer.

IMPORTANT TO EAP PRACTICEFor an EAP vendor to be successful in retaining and

growing customers, or for an Internal EA program to

protect its budget and staff, it is critical to understand

what to measure and how to show the value to

the purchaser of the program – the true customer.

The future success of our industry will come from

delivering greater business value through enhancing

the breadth and depth of EAP services rather than

from lowering the price or quality of existing services.

Participants in this workshop will learn key business

concepts and the right language to use in effectively

articulating and defending their own unique ROI story.

AGENDAMorning:

• Review of the Research Evidence for EAP ROI

• Path 1 - Primary Value

• Path 2 - Pareto Value

• Path 3 - Productivity Value

• Path 4 - Partnership Value

• Lunch (Included in Fee)

Afternoon:

• Understanding the Drivers of ROI

• ROI Math Example: Excel Calculator Tool

• Telling Your ROI Story

• Beyond ROI: Trends in EAP Business Value

INSTRUCTOR Dr. Mark Attridge is a research

scholar in independent practice as President of

Attridge Consulting in Minneapolis. His focus

is on assisting providers of workplace mental

health services and advancing the science of

workplace behavioral health. His clients include

over 40 leading businesses, trade associations

and nonprofits across the United States and

Canada. He was the co-recipient of an EASNA

Special Achievement Award for his leadership in

editing the report Selecting and Strengthening

Employee Assistance Programs: A Purchasers

Guide (published by EASNA in 2009). Mark

is a prolific writer, scholar and teacher with

over 200 published papers and conference

presentations. He has offered professional

workshops on making the business case for EAP

for over a decade, including being a keynote

speaker on the topic at the 2013 EAPA World

Conference and conducting sold-out Pre-

Institute trainings at EASNA each of the past

two years. Previously he was a National Director

at Watson Wyatt Worldwide where he lead the

analysis and consulting services for a super

database with 35 large employers representing

the health care claims experience of over 1.6

million covered lives. He started his career as

a Principal at Optum, where he co-founded

and managed the research department for 10

years with responsibility for reporting design,

outcome surveys and ROI model development

for EAP, NurseLine, work-life, and other health

management specialty services.

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PLENARY - 1 | THURSDAY 8:30am-9:45am

I’m OK But YOU Need Professional Help: Creating Recovery—One Laugh at a TimeIn this hilarious presentation, counselor and stand

up comic David Granirer who himself suffers

from depression looks at how comedy builds

confidence and busts the stigma around mental

illness. He’ll show you mental health from a totally

different perspective while uplifting, inspiring

and educating you. David will present comedy

about his own recovery story and look at how to

overcome mental health issues in the workplace.

INSTRUCTOR David Granirer is a counselor,

stand-up comic, consumer, author, and founder

of Stand Up For Mental Health (SMH), a program

teaching stand-up comedy to people with mental

health issues. David, who has depression,

is featured in the VOICE Award winning

documentary Cracking Up. He also received a

Life Unlimited Award from Depression Bipolar

Support Alliance, a Welcome Back Award from

the National Council of Behavioral Health, and a

Champion of Mental Health Award. He works with

mental health organizations in Canada, the US,

and Australia to train SMH groups in dozens of

cities. www.standupformentalhealth.com

When he asks questions, he gets answers.He calls him Dad.

Dads are your employees.

Progressive leaders call us to talk about our integrative approach to business needs and the health, productivity, and financial security of their people.

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PLENARY - 2 | THURSDAY 10:00am-11:30am

Working Together: How EAPs Assist Highly Regulated IndustriesMODERATOR: Brendan Young

EAPs are a valued component to any

organization’s health and wellness strategy

and have proven to support organizational

effectiveness by increasing employee productivity

and engagement. However, the impact of how

EAPs support organizations that are highly

regulated has not been well documented or

discussed. This panel discussion will focus on

how EAPs have supported various communities

by adapting their protocols to take into account

unique work cultures, policies and requirements

to comply with legislation, including public

safety concerns. Panelists will be asked a series

of questions on how they have worked with

their EAP provider to help them with issues of

legislative compliance and also solicit their views

on how EAPs might offer additional support in

the future.

INSTRUCTOR Lisa Teems has been a leader

in the employee assistance field for 35 years.

Currently she manages the EAP and suicide

prevention programs for the US Coast Guard,

leading an effort to redesign these services with

prevention as a focus. Prior to the Coast Guard,

Lisa worked in various roles at the US Department

of Health and Human Services including leading

their EAP and developing strategies for guiding

EAPs into the future. She has also led EAPs in the

private sector. She has published and presented

on numerous mental health topics, EAP

operations, addictions, AIDS in the workplace,

violence in the workplace, the future of EAPs,

and quality assurance topics. She completed her

first book on the reinvention of the mental health

field. Lisa received her undergraduate and Master

of Social Work degrees from the University of

Maryland and her Doctorate in Ministry from

Wisdom University in San Francisco.

Lyne Wilson is the Director, Human Resources and

Employee Relations for NAV CANADA, the owner

and operator of the country’s civil Air Navigation

Service. Since 2000, Lyne has held a number

of positions at NAV CANADA. She is currently

responsible for Employee Health and Wellness

Programs, Employee Relations complaints,

Change Management, Compensation, Benefits &

Recognition and Payroll.

Leanne Dixon is leader with a passion for

workplace health and safety. In early 2014 she

was appointed as Health and Wellness Manager

for Emera Inc., an international energy and

services company with roots in Nova Scotia,

Canada. In this role Leanne delivers Health and

Wellness programs and services for Emera

employees, including their Mental Health Strategy.

Prior to joining Emera, Leanne Managed Health,

Wellness, and Safety at the IWK Health Centre,

where she worked with Capital District Health

Authority on the development of a provincial

Mental Health Strategy for healthcare workers in

Nova Scotia. Leanne’s career began in Human

Resources, where she specialized in Employee

and Labour Relations. The majority of her career

has been spent working in large, unionized

workplaces such in banking, government,

healthcare, and now the energy sector. Leanne is

a graduate of Dalhousie University and obtained

her Certified Human Resources Professional

Designation in 2001.

8

WS-1A | THURSDAY2pm-3pm

The New Brain Science: A Clinical Tool for the EAP Practitioners EAP clinicians are repeatedly expected to have

tools to respond quickly and succinctly to a

myriad of problems their clients bring to the office.

Knowledge about the brain has become a new

tool the EAP practitioner can use. In the past 10

years the field of neuroscience has exploded in

its understanding of the brains interplay with our

emotional experience of the world. By educating

our clients about how their brain works in a simple

format, we offer them a tool that not only gives

them a sense of control of their emotions but

also decreases the shame they often experience

when encountering emotions that feel out of

control. This presentation is based on the

research of Daniel Siegel, MD, Rudie Tanzi, MD,

and Rick Hanson, PhD, who provide the latest

explanation and tools for managing our emotional

wellbeing. The presentation will teach them in a

format that EAP clinicians can easily learn and

then use with their clients. When clients are

empowered with knowledge of what is happening

in their brain, when their emotions feel out of

control, they can to build new skills in managing

and responding to a multitude of situations.

INSTRUCTOR Ina Bachman is a Senior

Consultant for the Federal Occupational Health

EAP where she has been providing clinical

EAP services for the Federal Government since

1997. She has facilitated over 250 trainings

regarding occupational health and workplace

issues. She provided training at the EAPA 2014

Spring Symposium for the MA/RI Chapter on the

same topic. Ina has participated in the following

Neuroscience Courses: Rethinking Trauma:

NICABM Trauma and Neuroscience Webinar

2014; Interpersonal Neurobiology, Steven

Krugman PhD, MSPP, 2012; Relationships and

the Power to Change the Brain, Daniel Siegel MD,

MGH, 2007; Emotional Intelligence and Brain-

Based Strategies: Creative Tools for Clinicians,

Educators and Supervisors, Mary Bettley LICSW,

CPI, 2003.

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WS-1B | THURSDAY 2pm-3pm

EAP Critical Incident Response: Operationalizing ResilienceResearch has repeatedly demonstrated that

resilience is the most prevalent outcome following

adversity without intervention. How this happens

and more importantly, how can EAPs deploy

intervention strategies that not only enhance this

outcome, but not impede it, is the subject of this

presentation. We will identify the organizational

and the individual attributes that, when engaged,

will influence outcomes and create an upward

trajectory of resilience. EAP CIR is an active,

time-limited opportunity, that not only creates

the conditions for resilience to flourish, but also

sets the stage for ongoing systemic changes

and growth. This presentation encourages active

discussion designed to apply principles and

methodology to the unique workplace cultures

represented by attendees.

INSTRUCTOR Robert Intveld has been in the

EAP field for over 25 years and has received

citations for his response work at Columbine

High School, Oklahoma City, 9/11 NYC, and

Newtown, CT. He received the 2003 EAPA

Special Achievement Award for his work in Critical

Incident Response and serves on the EAPA

Workplace Preparedness panel. Robert has

authored three CIR workshops. The first, in 1998,

modified the Mitchell model to EAP populations;

the second, in 2003, integrated Psychological

First Aid and the third (present), which

provides solutions to the CISM controversies

by its emphasis on operationalizing the key

components of Resilience.

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10

PLENARY 3 | THURSDAY 3:15pm-4:15pm

Demonstrating the Impact of EAP Services on Workplace Outcomes: Research FindingsThis presentation will highlight a study conducted

by the OMNI Institute, of Denver, CO examining

the relationship between EAP services and

work-related outcomes. This study will compare

client self-reports from a group of Colorado

state employee EAP participants with a matched

comparison group of state employees not

receiving services. Specifically, the presenters

will detail the study’s rationale, parameters, and

challenges. They will reveal pre-publication findings

of the impact of EA services on attendance,

presenteeism, and workplace distress, while

identifying circumstances where EA services are

likely to be most effective.

INSTRUCTOR Melissa Richmond is the Director

of Research and Evaluation at OMNI Institute and

Principal Investigator of the Impact of EA Services

on Workplace Outcomes study. Dr. Richmond

has overseen numerous funded evaluation and

research projects focused on the workplace and is

a published author in journals including the Journal

of Family Psychology and Substance Abuse.

Randi Wood is the Director of the Colorado

State EAP and Co-Investigator of the Impact of

EA Services on Workplace Outcomes. She has

more than 25 years of direct EAP service delivery

experience, is a past President of the Colorado

Chapter, and currently serves on the EAPA Board

of Directors.

11

PLENARY 4 | THURSDAY 4:30pm-5:15pm

Trends in EAP Research: Panel Presentation PART 1. THE ROLE OF EAP IN ORGANIZATIONAL HEALTH: RESEARCH ON THE INTEGRATION OF EAP, WORK-LIFE, WELLNESS, AND HUMAN RESOURCES

A new research-based conceptual model is

presented that promotes the enhanced role of

EAP and workplace behavioral health services in

contributing to overall organizational health and

performance. EAPs can expand their value as a

business partner to the organizational customer by

creating more linkages with other programs serving

the organization that support different aspects of

the health of individual employees and their families.

Potential partnerships and integrative practices are

identified within each of the three main segments of

the employee health care benefit cost continuum

(prevention, acute events, and chronic conditions).

Forging stronger partnerships with those in human

resources and leadership roles can also create

opportunities for EAP services at the organizational

level. This model supports EASNA’s interest in

creating a new professional certification in the area of

organizational health.

INSTRUCTOR Mark Attridge (see page 5)

PART 2. RESOURCES FOR EAP RESEARCH: AN UPDATE FROM THE PRACTICE-BASED RESEARCH NETWORK STEERING COMMITTEE

Resulting from the 2012 EA Research Summit,

leaders from the EA field formed the Practice-based

Research Network (PBRN) Steering Committee. This

committee has been meeting regularly to discuss

and push forward a research agenda in the EA field.

This presentation will provide a brief update on the

outcomes from this committee to date, including,

results from the first ever PBRN stakeholder survey,

an introduction the EA Digital Archive, and highlights

from a peer-reviewed article submission promoting

a collaborative research agenda between the EAP

and public health fields. Participants will learn what

is going on in the field with regard to research and

how to become an active participant in adding to the

growing evidence base for the EA profession.

INSTRUCTOR Jodi Jacobson Frey, an Associate

Professor at the University of Maryland, Baltimore,

School of Social Work, chairs the Employee

Assistance Program (EAP) sub-specialization and

the Financial Social Work Initiative. Her MSW and

PhD degrees were earned from the University of

Maryland and her current research focuses on

workplace behavioral health, including the impact

of health and well-being on employee productivity

and safety. She studies the effectiveness of

workplace-based programs such as EAPs, work/

life and financial capability programs. A second area

of interest for her research focuses on traumatic

stress with an emphasis on suicide prevention

with working age adults. Jodi is widely published in

leading peer-reviewed journals and regularly presents

at professional conferences. She is often asked to

speak about her research and its application and

translation to practice.

PART 3. EAP IN THE DIGITAL AGE: PROFILES OF UTILIZATION AND OUTCOMES FOR USERS OF TRADITIONAL AND ONLINE EAP COUNSELING SERVICES

Completed in collaboration with York University’s

Department of Mathematics and Statistics, this

reiteration of our 2013 research paper - “The Digital

Age: How People Are Accessing EAP Services”

- profiles our national data on the usage and

demographic characteristics of counseling clients

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choosing either the traditional access route into EAP

services via face-to-face and telephonic channels

or the new digital access options of e-mail, e-chat,

video-counseling. This study demonstrates how

digital services can reach increasing numbers of

employees who would otherwise not access EAP

services. Further, this presentation updates on our

latest research agenda at Morneau Shepell.

INSTRUCTOR Barb Veder Working with Shepell,

Canada’s largest provider of Employee Assistance

services, Barb manages the field counselling both

nationally and globally, is the clinical leader of the

Shepell Digital Management team which launched

North America’s first EAP Smartphone application

(My EAP), leads Shepell’s clinical research initiatives,

and serves as Clinical Editor and Advisor for the

WorkHealthLife Blog. Barb has over two decades

of EAP experience including extensive direct

clinical experience, a strong interest in research

and counsellor education, and is committed to

contributing to the development of resources and

support for individuals struggling with addictions,

depression, anxiety, and other mental health issues.

She is a past president of both The Mood Disorder

Association of Ontario’s and EASNA’s Board of

Directors, and a current active member of EASNA’s

Knowledge Transfer and Research Committee,

EASNA’s Institute Curriculum Committee, EAPA’s

Annual Global Conference Curriculum Committee,

and the Employee Assistance Research Foundation

Board of Directors.

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13

PLENARY 5 | FRIDAY 8:30am-9:30am

Behind the Looking Glass: Scenes of an EAPSST is the nation’s leader in theater-based learning

and development. Since, 1987, Jeff Mangrum

and his ensemble of professional actors have

entertained, informed and inspired audiences

across the US and Canada with his unique

approach to learning; weaving together comedic

and dramatic scenes together with informative

material resulting in an enriched learning experience.

“Behind the Looking Glass: EAP Awareness and

Client Engagement,” examines the challenges

associated with EAP utilization, the fear and

mistrust employees have of EAPs and how some

supervisors/managers wield their program as a

bludgeon of discipline. This series of vignettes will

provide the audience with a completely different

perspective of the important work they do, while

inspiring them to renew themselves to the challenge

of executing it.

INSTRUCTOR Jeff Mangrum Jeff founded

SST (Sane and Sober Theater) in 1987, to create

professional and organizational development

programs, delivering them in an innovative, theatrical

format. As playwright, his fifth and most recent

play, Wendall Greene, was produced by the

world-renowned, Steppenwolf Theatre Company

and nominated by the National Theater Critics

Association for Best New Play. Mangrum is currently

the National and Strategic Accounts Director for the

Hazelden Betty Ford Foundation where he is able to

advance his personal mission of bringing help to the

addict who still suffers. He will be joined during the

presentation by Lisa Marie Schultz, Osiris Khepera,

and Akeila LeClaire.

Welcome to the Sunshine State

14

2015 CORPORATE AWARDS | FRIDAY 9:30am-10:30am

During this one-hour presentation this year’s

Corporate Awards winners will be recognized and

offer a brief presentation on their programs. They

also will take questions from the audience.

Bob McLean has been EASNA’s Executive Director

since 2006. He is EASNA’s legislative advocate in

the US, having been a registered lobbyist on Capitol

Hill since 1988. In 2002 McLean received the

Certified Association Executive (CAE) designation

from the American Society of Association Executives

(ASAE). As the official spokesman for several

clients, he has been interviewed by many major

daily newspapers, including The Washington Post

and The Wall Street Journal, and has appeared

on CNBC, NPR, and PRI. He has been part of

the leadership of his professional society, ASAE,

and his trade association, the AMC Institute,

having served as the first chair of their Government

Relations Task Force. McLean has been an adjunct

professor at George Mason University, where he

taught a capstone graduate course in solving writing

problems. He has a BA in Journalism from The

University of Memphis, and his Master’s Degree in

English from George Mason University.

Dr. Charles Lattarulo is the creator and Global

Director of the Healthy Minds Program at American

Express. He is a psychologist with over 20 years of

behavioral health experience. Some of his previous

experiences include Director of Behavioral Health

at a home care agency, Clinical Director of an

international employee assistance program, and

Director of Training and Clinical Instructor at a major

metropolitan hospital. Some of his special expertise

includes anxiety and stress, bereavement, and

substance abuse issues. Charles’ behavioral health

role at American Express includes responsibility for

onsite EAP counselors, managing US and global

EAP vendor relationships, as well as providing

expertise to a variety of areas at American Express

including the Compensation & Benefits team.

Patrick Gagné: For the last 20 years, Patrick has

worked within the media and broadcasting industry,

first at TVOntario, an educational public broadcaster

and for the last 16 years at CBC/Radio-Canada,

Canada’s national public broadcaster. As the

Senior National Manager—Employee Wellness

and Assistance Programs, he provides strategic

leadership on employee wellness issues, programs

and services. He’s been a presenter at numerous

conferences, including multiple EASNA Institutes,

INPUT and Benefits Canada. He is a past member

of the advisory committee for the Media and

Communication Department at La cité collégiale,

a French language college in Ottawa, Canada, a

past president of the Gloucester Little League, He

is a member of the EASNA Board of Directors and,

as the association’s Treasurer, is a member of the

Executive Committee.

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15

PLENARY – 6 | FRIDAY 11am-12:30pm

How Managers Make a Difference in Organizational HealthMODERATOR: Judy Plotkin PART ONE: EAP IN THE C SUITE: INFLUENCING ORGANIZATIONAL HEALTH.

The productivity of any organization is dependent

on a number of factors: leadership, teamwork,

engagement, morale, as well as employee

wellbeing. The EAP, while concentrating on

employee mental health and wellness, has the

opportunity to link directly into adjacent areas. Why

is it problematic? Not only do most organizations

fear scrutiny, and change, but employees are

mindful that the confidential EAP is there for the

employees and their dependents, not so much the

employer. They know the EAP is not a vehicle for

rants or critiques of the organization, and above all

else they are keen not to breach EAP confidentiality.

So how does one square this circle?

Reaching beyond the traditional bounds of EAP

requires imagination, courage, and a desire for

change in organizational culture. Working closely

with the Executive team or the Human Resource

department, which is always committed to better

engage staff and management, the EAP can

provide certain baseline information to guide the

engagement process. Without compromising

confidentiality, the keystone of any EAP, the EAP

can at intake or follow up, add in generic quality

of workplace, engagement, and job satisfaction

questions, where aggregated data to ensure

confidentiality, would complement other data

gathering processes.

In this way the EAP could serve as a thermometer

of corporate health and wellness. Problematic

areas could be defined in more detail with a

larger employee sample, and further engagement

processes with staff developed. Through the staff

focus groups, interviews or other engagement

sessions, the EAP could lead the charge about

broadening the EAP from simply being a mental

health and wellness program for employees to a

broader mandate.

During the workshop Q&A, Francois and Chris will

lead the discussion about the pros and cons of

broadening the traditional EAP.

INSTRUCTOR Chris Hylton has had his own

firm, CG Hylton Inc. since 1991 and provides

EAP, benefits, and human resource services for

organizations across Canada as well as EAP

providers in the US. Chris is a former member

of the EASNA Board of Directors, CEAPA, and

is a member of EAPA. Chris is pleased to have

spoken on EAP, HR, and employee benefit topics

at conferences and workshops for many years. He

also appeared as a panelist on CBC television’s The

Journal discussing the Canada Pension Plan.

PART TWO: IMPROVING BOTTOM LINES FOR ORGANIZATIONSFind out how this innovative training for managers

can make a difference in the bottom line of your

employers, while meeting the ever-growing

requirements for employers to protect and

support the psychological health of employees.

Originating in Britain and now in Canada for

over a year, Mindful Employer offers training for

managers to become better able to identify and

support their employees dealing with mental

health problems through engaging in constructive

and exploratory discussions aimed at identifying

accommodation alternatives, thus facilitating

continued employment and contribution to

16

the organizations. This training meets the

requirement of the Canadian National Standard

on Psychological Health and Safety in the

Workplace.

INSTRUCTOR François Legault has been

working with employers and employees improving

workplace and individual mental health and

productivity for over 30 years. He has led the

largest internal Employee Assistance Program in

Canada for the last 13 years. He is one of the

authors of the National Standard on Psychological

Health and Safety and a Certified Instructor in

Mental Health First Aid. He is Principal Consultant

with Mindful Employer Canada. He has

experience as a teacher, mediator, counsellor,

clinical and executive director. He believes in

people’s resilience, adaptability and creativity

given the right support and opportunity. Francois

is a member of EASNA’s Board of Directors and is

the Immediate Past President.

PLENARY – 7 | FRIDAY 1:30pm-2:30pm

Workplace Experiences and Outcomes Related to Participation in the Flight Attendant Drug and Alcohol Program: An Exploratory StudyIn 2013 Flight Attendant Drug and Alcohol

Program (FADAP) administrators contracted

with researchers to help them shift paradigms

from measuring clinical to workplace-base

programmatic outcomes. Historically, FADAP

relied on the belief that clinical improvement

leads to work improvement; however, program

stakeholders have collaboratively agreed to

focus directly on measureable workplace

outcomes. Researchers employed a mixed

methods study to identify, through a cooperative

and reflective process with the FADAP Advisory

Board, which workplace outcomes were most

important and best ways to measure them given

the challenges of collecting data in the airline

industry. Results, based on Flight Attendant

(FA) interviews and surveys, revealed that five

workplace outcomes were most important

to measure: absenteeism, engagement,

presenteeism, safety, and interpersonal

relationships. Development of a new data

management system that did not require a

huge investment in resources was immediately

initiated. A collaborative process was used

to educate airline leaders about the changes,

engage them in the data collection process,

and build trust throughout the industry so that

FAs responding to the new questions would feel

safe to report honestly. Presenters will highlight

findings from the research study, the process of

developing and implementing a new outcomes

measurement system throughout the industry,

and lessons learned.

INSTRUCTOR Jodi Jacobson Frey

(see page 11)

Heather Healy, MSW, LCSW-C, CEAP, SAP,

is Director, Employee Assistance Program,

Association of Flight Attendants-CWA, AFL-

CIO. She is a 1984 graduate of the University of

Maryland, Baltimore School of Social Work with a

Masters in Social Work. She is a licensed clinical

social worker in Maryland and DC. For the past

15 years Heather has developed and expanded

peer based EAP services for flight attendants

17

at 17 airlines in 5 countries in 66 locations.

She has been in the EAP industry for 30 years.

She is a field instructor for the University Of

Maryland School Of Social Work. Heather is also

the Clinical Consultant for the Maryland Dental

Hygienist Well Being Committee and maintains a

private psychotherapy practice.

Deborah A. McCormick, NCAC II, CEAP, SAP,

FADAP, is a 40-year Flight Attendant and serves

as the Flight Attendant Drug and Alcohol Program

(FADAP) Coordinator. Deborah is a licensed

chemical dependency professional, certified

employee assistance professional, certified

labor assistance professional, a national certified

addiction counselor, level II, and a substance

abuse professional. She has served on the

AFA-CWA Employee Assistance Program at US

Airways since 1990. She advanced to the Master

Executive Chairperson of the EAP Committee in

1996. In 2011 Deborah received the President’s

Volunteer Service Award for over 20 years of

volunteer service in advancing the well-being of

Flight Attendants.

18

FLO OR PL ANS

All Institute sessions, luncheons, and exhibits will be in the Grand Ballroom, Lobby Level.

2016 INSTITUTEMONTREAL, QUEBEC, CANADA

APRIL 27-29, 2016 HOTEL OMNI MONT-ROYAL

20

balancedMindfulness for EAP 2604-773-9501Lesley@balancedmindfulness.comContact: Lesley Kovitzwww.balancedmindfulness.comEAP Provider, Service Provider, Wellness Services, Work/Life ServicesEmployee Based MIndfulness Meditation Program. A cost effective e-solution for employers direct and indirect health costs and at the same time adapted as a legitimate tool to increase productivity and manage emotional responses. Choose from three complete programs that are sequential, progressive and supportive and extermely effective forn a wide range of work, personal and family concerns.

Beacon Health Options617-747-1166laura.wood@beaconhs.comContact: Laura A. Woodhttp://www.beaconhealthoptionsEAP Provider, Service Provider, HR, Legal/Financial Services, Managed Care Provider, Wellness Services, Work/Life ServicesBeacon Health Options is the premier partner in providing behavioral health and EAP solutions to large regional and specialty health plans, employers and labor organizations of all sizes, as well as federal, state and local governments. Beacon Health Options delivers best-in-class care to 45 million individuals.

Canadian Pacific403-319-7597paul_wajda@cpr.caContact: Paul Wajdahttp://www.cpr.caClass 1 Railroad.

Ceridian - Lifeworks 10952-853-4859talentacquisitionsupport@ceridian.comContact: Eric Rupperthttp://ceridian.comEAP Provider, HR, Wellness ServicesCeridian LifeWorks employee assistance, work-life and wellness solutions help organizations enhance employee health, increase employee engagement and improve productivity, while empowering employees to become healthier and more effective.

Consolidated Credit 21954-377-9350edu@consolidatedcredit.orgContact: Alex Borthttp://www.consolidatedcredit.orgService ProviderConsolidated Credit was created to assist employees reduce stress caused by financial difficulty and provide financial education. With online and offline tools we can assist with any financial issue.

Crisis Care Network 6888-736-0911jeff.gorter@crisiscare.comContact: Jeff Gorterhttp://www.crisiscare.comService ProviderCrisis Care Network (CCN) helps individuals and organizations return to work, life and productivity through their immediate response efforts following traumatic and distressing workplace circumstances.

Fairwinds Treatment Center 20727-449-0300admissions@fairwindstreatment.comContact: Elizabeth Crosshttp://www.fairwindstreatment.comTreatment/FacilityFairwinds Treatment Center is a residential licensed dual diagnosed facility, treating Mental Health Disorders, Substance Abuse and Eating Disorders. We offer all levels of care, including Detox, PHP, and IOP. We treat males and females, and in our eating disorder program we accept adults and adolescents.

Homewood Health519-824-1010sslater@homewoodhealth.comContact: Sean Slaterhttp://www.homewoodhealth.comEAP ProviderHomewood Health is Canada’s leader in mental health and addiction services providing comprehensive and integrated suite of services to individuals, families and organizations.

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InfoMC Inc. 19484-530-0100sales@infomc.comContact: JJ Farookhttp://www.infomc.comEAP SoftwareInfoMC’s Incedo solution allows EAP/Work-Life programs to manage client relationships, while providing tools for performing care coordination, administering eligibility, managing affiliate providers, processing referrals, authorizations, processing and paying claims, and tracking utilization.

Lakeview Health 3904-899-4500karmstrong@lakeviewhealth.comContact: Katie Armstronghttp://www.lakeviewhealth.comTreatment/FacilityLakeview Health is a nationally recognized residential addiction treatment program in Jacksonville, FL. We believe complete health, wellness, and life balance are a possible for everyone; that people can change to become life-saving and not life draining, and by fostering a path that leads toward “Finding Your True North” the greatest rewards are achieved.

Law Assist Group 12866-632-1080kkotansky@lawassistgroup.comContact: Karen Kotanskyhttp://www.lawassistgroup.comLegal/Finacial ServicesLaw Assist is already one of Canada’s largest legal benefit plans connecting beneficiaries to quality legal counsel with just a single phone call.

Lucida Treatment Center 5646-821-1221zrodriguez@lucidatreatment.comContact: Zina Rodriguezhttp://www.lucidatreatment.comTreatment/FacilityLucida Treatment Center provides clinically sophisticated, innovative mental health and substance abuse treatment. Lucida offers three programs: Dual Diagnosis Addiction, Mood Disorder for Women, and a Multicultural for Spanish Speakers.

Morneau Shepell 17416-355-5441hkaufman@shepellfgi.comContact: Heather Kaufmanhttp://morneaushepell.comEAP ProviderMorneau Shepell is a leading North American consulting and outsourcing company delivering integrative solutions for employee health, EAP, benefits, and retirement needs.

Morneau Shepell613-851-1055bveder@shepellfgi.comContact: Barb Vederhttp://morneaushepell.comEAP Provider, Wellness Services, Work/Life ServicesMorneau Shepell is a leading provider of workplace, health productivity solutions targeting mental, physical and social well-being. For more information call 1-866-875-8240 or visit www.shepellfgi.com.

NDC Nutrition at Work514-485-0646info@ndc-nutritionatwork.comContact: Yaelle Witteshttp://www.ndc-nutritionatwork.comEAP Provider, Service Provider, Wellness Services, Work/Life ServicesThe leading nutrition services provider for EFAPs in North America. We enhance the health and wellness of thousands of employees coast to coast in Canada and the Unites States.

Palm Healthcare 14561-703-9754loren@orchidrecoverycenter.comContact: Loren Seamanhttp://www.orchidrecoverycenter.comTreatment/FacilityPalm Healthcare is a dymanic drug and alcohol rehabilitation and transformation center which consists of three different facilities. Palm Partners – G&G Holistic and Orchid where women heal. Our centers offer a distinct and collective approach to support and motivate clients in a psychological physical and spiritual transformation beyond recover to a lifelong journey of success.

22

ProtoCall Services 8800-435-2197laura.schaefer@protocallservices.comContact: Laura Schaeferhttp://www.protocallservices.comService ProviderProtoCall has been serving Programs like yours for over 20 years! Our call center services can alleviate strain on your resources while providing quality care to your callers 24/7/365.

PsyBar LLC 13952-285-9000info@psybar.comContact: Gerri Gefrehttp://www.psybarOther - Risk Assessment/Fitness for Duty Evaluations, Disability Evaluations, File Reviews, IMEsWith over 1700 psychiatrists and psychologists nationally, PsyBar coordinates Risk Assessment/Fitness for Duty Evaluations; assessing threat and psychological problems that interfere with safe, efficient workplaces. Continuing Education credits: www.psybar.com

Resilience Journey 4954-349-8280mschoder@lifeadvantages.comContact: Mark Schoderhttp://www.resiliencejourney.comWellness Services, Resource ProviderThe Resilience Journey is an engaging, interactive program that will open your eyes to your life’s purpose while teaching you about the five core components of resilience.

Robert Douglas and Associates 9732-531-1226rintveld@verizon.netContact: Robert Intveldhttp://www.eap-rda.comEAP Provider, Publication, Resource Provider, Consultant/PR/Marketing, Other - TrainingWith the release of their new book, “EAP CIR A Multi-Systemic Resiliency Approach,” RDA provides consultation, training, and direct services to advance the EAP mission.

Routledge JournalsTaylor & Francis Group LLC215-606-4290michael.hobson@taylorandfrancis.comContact: Michael Hobsonhttp://tandfonline.com/WJWBPublicationRoutledge is a global publisher of academic books, journals and online resources in the humanities and social sciences. It is an imprint of Taylor & Francis.

Sunrise Detox 18888-443-3869ilevy@sunrise-detox.comContact: Ira Levyhttp://SunriseDetox.comTreatment/FacilityA comfortable, dignified detox is the first step of a successful recovery. All five of our substance abuse treatment facilities offer confidential detox and treatment for opiate addiction, alcohol and prescription medicines addiction, as well as associated medical and behavioral health care issues.

The Hazelden Betty Ford Foundation 1312-343-7183pmccabe@hazelden.orgContact: Pablo McCabehttp://www.hazeldenbettyford.orgTreatment/FacilityThe Hazelden Betty Ford Foundation is the trusted leader in the treatment of addiction to alcohol and other drugs. Together, we will overcome addiction.

The Recovery Place/Elements Behavioral Health 11954-200-8308laney.jakstys@therecoveryplace.netContact: Laney Jakstyswww.recoveryplace.comTreatment/FacilityThe Recovery Place provides life-changing treatment for the real world. In a homelike setting in South Florida, distinct programs are tailored to each client’s specific issues, needs and beliefs. Available programs include traditional drug and alcohol rehab, Three Strands Christian Program, and the Braven Young Adult Program. Levels of care include Residential, PHP, and IOP and EIOP. The Recovery Place is a member of the esteemed Elements

23

Behavioral Health family of treatment programs. The Recovery Place provides life-changing treatment for the real world. In a homelike setting in South Florida, distinct programs are tailored to each client’s specific issues, needs and beliefs. Available programs include traditional drug and alcohol rehab, Three Strands Christian Program, and the Braven Young Adult Program. Levels of care include Residential, PHP, and IOP and EIOP. The Recovery Place is a member of the esteemed Elements Behavioral Health family of treatment programs.

Turning Point of Tampa 16800-397-3006admissions@tpoftampa.comContact: Clara Wellshttp://www.rehabisforquitters.comTreatment/FacilityTurning Point of Tampa provides affordable & licensed Residential, Day/Partial and Intensive Outpatient Treatment for Chemical Dependency, Eating Disorders & Dual Diagnosis. We are in-network with most medical insurance carriers.

Unity Recovery Group 7844-742-5166customer.care@unityrecovery.comContact: Kristin Warnerhttp://www.unityrecovery.comTreatment/FacilityUnity Recovery Group helps individuals struggling with the disease of addiction. Through innovative holistic therapies, a caring environment and powerful coping skills we help addicts win their battle with substance abuse.

University of Southern California School of Social Work 15213-234-2820jennifer.f.joseph@usc.eduContact: Jennifer Josephhttp://msw.usc.eduOther - EducationThe University of Southern California’s School of Social Work educates students from across the country through its on-campus and online programs. This top-ranked program is celebrated for its innovation and contributions to the field.

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With all the changes and uncertainty in health care and addiction recovery, Unity Recovery Group is a breath offresh air.

We combine leading technology -- such as brain-based treatments, AVS, AlphaStim and biofeedback -- with the wisdom and traditions of a 12-Step recovery program.TThis innovative combination allows your client the greatest opportunity to achieve lasting recovery.  Wehave always been cutting edge and we will remaincutting edge.

For our clients, and yours, the future has neverlooked brighter.

IT’S A

NEW DAY.