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Expert Partner Regional Workshops

 Elevating Employee Wellbeing in Wisconsin: WCWI's Collaboration with Expert Partners to Empower the State's Workforce



WCWI's Expert Partners span diverse fields, including Financial Wellbeing, Positive Psychology and Culture, and Workplace Sustainability. Each partner brings a wealth of knowledge and experience, contributing to WCWI's mission of fostering thriving workplace cultures.

Through regional workshops led by experts, WCWI members gain valuable insights and practical strategies to enhance their well-being initiatives. These workshops not only offer professional development opportunities but also facilitate meaningful connections among members, fostering a sense of community and shared learning. Registration is now open for individual workshop sessions or regional series. 

Regional Workshop Pricing:

Single Session Pricing
WCWI Member | $49
Non-Member | $89
Student | $29

Regional Workshop Series (3 sessions)
WCWI Member | $129
Non-Member | $249
Student | $79


The Financial Wellness Impact: Collecting Financial Wellness Survey Data to Drive Change

Francis LLC: Expert Partner on Financial Wellbeing
May 1 | 1:00-3:30 PM | Dean Health Plan | Madison, WI
May 8 | 1:00-3:30 PM |  Fox Valley Technical College | Appleton, WI
May 15 | 1:00-3:30 PM | Froedtert Health: Orthopedic Specialty & Spine Clinic | Menomonee Falls, WI

Speakers: Kelli Send

83% of workers say finances contribute to their stress,  and 59% of workers say money stress negatively impacts their productivity at work.  While financial wellness is just one of the many areas HR professionals are tasked with addressing with their employees, it is an important one that directly impacts the bottom line.
Come learn how you can administer financial wellness surveys to drive positive change at your organization. Understand money stressors and needs, identify which money areas are causing the most stress, and brainstorm ways you can address the current needs of your employees.  
Learning Objectives: Attendees will be able to…

  • Understand recent findings on money stress and the impact of stress on workplace performance.
  • Implement the Employee Financial Wellness Survey within their respective employee populations.
  • Understand how to analyze the survey data.
  • Brainstorm practical and effective ways they can drive positive change towards financial wellness at their respective organizations.


Charting the Course: Integrating Sustainability and Well-being in the Workplace

EUA: Expert Partner on Sustainbily in the Workplace

Aug. 6 | 1:00-3:30 PM | EUA | Milwaukee, WI
Aug. 7 | 1:00-3:30 PM | Sun Prairie School Districct | Sun Prairie, WI
Aug. 8 | 1:00-3:30 PM | SECURA Insurance | Neenah, WI 


Speakers: Rachel Steffen and Emily Dunn

The experience of well-being is often personal, but today, we're challenged to navigate the delicate balance of fostering the well-being of our planet and building occupants while ensuring the prosperity of our businesses. Join us to delve into the realms of sustainability and well-being in the workplace. Discover how you can emerge as a champion, spearheading these initiatives within your organization. Our aim is to equip you with actionable next steps that can be implemented today, tomorrow, and in the future, and help you to take strides towards advancing your organization's distinctive sustainability and well-being goals.
Learning Objectives:
  • Gain a thorough understanding of the triple-bottom-line approach to integrating sustainability and well-being in the workplace.
  • Identify sustainability as a strategic element for the workplace and acquire the necessary tools to effectively implement it within your organization.
  • Grasp the influence of the workplace environment on human health and well-being. Explore tools and strategies to positively impact the well-being of occupants within your space.
  • Formulate an initial plan that considers time, resources, and financial considerations. Develop a strategy that aligns with your organization's bottom line to enhance sustainability and well-being efforts.


The Science of Joy at Work: Integrating Positive Psychology into Workplace Culture

Hoffmaster Group: Expert Partner on Positive Psychology and Culture

Sept. 11 | 1:00-3:30 PM | Miron Construction | Neenah, WI
Sept. 18 | 1:00-3:30 PM | M3 Insurance | Madison, WI
Sept. 25 | 1:00-3:30 PM | University of Wisconsin-Milwaukee | Milwaukee, WI


Speakers: Jenny Shufelt

Stay tuned for session description.
Learning Objectives:
  • Stay tuned for session learning objectives.


Please read our Program Cancellation Policy.

If you have additional questions regarding our Regional Workshops, please contact the WCWI team at

Regional Workshops are approved for SHRM, CHES, & NWI continuing educations units.


This program is valid for 2.0 PDCs toward SHRM-CP and SHRM-SCP recertification. This program is designated for Certified Health Education Specialists (CHES) and/or Master Certified Health Education Specialists (MCHES) to receive up to 2.0 total Category I contact education contact hours. The National Wellness Institute (NWI) has approved the Wellness Council of Wisconsin (WCWI)  to provide 2.0 Category 1 Continuing Education Credit (CEC) hours for NWI certification holders.

Commitment to Responsible Networking
No speaker, WCWI representative, sponsor, or participant may use WCWI experiences such as Member Resource Groups, 1:1 Member Connections or WCWI’s virtual discussion platform to promote or sell specific products, services, companies, or organizations. Attendee information is provided at-will and for the purposes of networking, building professional relationships, and idea-sharing only. This information is not to be used for marketing, sales, promotions or outreach outside of the purposes described.

No party may release, disclose, or publish information or reports received in conjunction with WCWI experiences in a manner inconsistent with federal, state, or local laws and regulations. The Wellness Council of Wisconsin and all participating members will treat all business-sensitive information as confidential. Attendee lists are provided only to other registered attendees and for the purposes of networking, building professional relationships, and idea-sharing only.

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