A Passion For Caring For Our People Making the Business Case for Wellness Jacqueline Akerblom National Managing Partner Women’s Initiatives and Programs Grant 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. Statistics Grant Thornton International Ltd* Grant Thornton LLP** RevenuesUS $4 billion$1.2 billion Personnel29,8905,840 Partners2, Offices49851 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 Benefits to Support The Grant Thornton Experience for Our People Health Care Coverage Financial Programs Insurance Options Health and Well-Being Programs Voluntary Benefits

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 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 Expectations TM 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 Family Size Geography Plan Value Composite Database Actual $8, % -12% 5% -1% -23% $6,796 $6,617 Custom Benchmark Grant Thornton

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 People Making the Business Case for Wellness Jacqueline Akerblom National Managing Partner Women’s Initiatives and Programs Grant Thornton LLP