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HR Cruises

Sail on the high seas with your HR Colleaguesl

Carol Skoglund

"A Financial Wellness Journey"




Learning Objectives:

    1. Integrating financial wellness into your overall health & wellness strategy - why it matters.
    2. Communication/engagement strategies – a few case studies.
    3. Benefits education - rather than take a benefits-centric approach, see it through the employee’s eyes and organize education opportunities that will provide better decision support. An example we’ll discuss: combining HSA and 401(k) education to help optimize participation in both benefits.
    4. Introduce the ADKAR Model as a communication framework – enabling you to communicate more effectively and change behavior.


Session Description:

Financial wellness is a broad term that is often described as a top priority within HR organizations. Learn what other organizations are doing to integrate financial wellness into an overall health & wellness strategy and what you can do to improve outcomes. The session will include case studies and encourage discussion to facilitate learning that’s most relevant to you and your organization.


Speaker Bio:

Carol Skoglund is the founder and principal of Skoglund & Associates, a Cleveland-based firm specializing in change consulting services. Carol seeks to build financial security in the lives of employees through collaborative strategies and shared responsibility. She cares and wants to reduce the widespread financial stress impacting individuals and organizations alike. 

Previously at Schwab Retirement Plan Services, Inc., Carol led a team of 20 communication consultants and partnered with corporate clients to drive better retirement outcomes. Her team helped plan participants engage in financial decision support, education and advice services.

Carol's more than 25 years in Corporate America includes communication leadership roles in the financial services, healthcare and manufacturing industries. A highlight of her career was facilitating a key business initiative in six countries, collaborating across cultures and adapting to local operating structures. Carol earned a bachelor's degree in economics from the American University in Washington, D.C. and has traveled extensively worldwide.

Carol is the Board of Advisors chair for The Salvation Army of Greater Cleveland. She is also a volunteer fundraiser for P.E.O., the Philanthropic Educational Organization that educates women through scholarships, grants, loans, and the stewardship of Cottey College. 

Carol loves the field of behavioral economics. She has run a marathon each decade of her adult life. And, she recently discovered a passion for birding.


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