Why Employees Should Think Like Business Owners: Maximizing Business Value through Employee Engagement and Financial Wellness

Join Amy Carenza, Managing Director, Corporate & Institutional Bank, PNC; Matt Evans, Senior Vice President, National Sales Manager, Organizational Financial Wellness, PNC; and David Shaw, Publishing Director, Family Business Magazine as they discuss strategies for maximizing business value.

Tuesday, October 27, 2020
2 p.m. ET | 11 a.m. PT
60 minutes

https://globalmeet.webcasts.com/starthere.jsp?ei=1375211&tp_key=0b47bbf396

Business owners commonly live by this creed: “Early to bed, early to rise, makes you healthy, wealthy and wise.” But how “healthy, wealthy and wise” are your employees? Financially-stressed employees cost American businesses $500 billion a year in productivity alone.1

Please join Family Business Magazine and PNC for an insightful webinar on why the financial wellness of your employees is vital to the health of your business, and what you can do to help them become healthier, wealthier and wiser. We will explore each concept through the lens of a fictional employee, Sara, and learn how minor changes in the financial decisions Sara makes can have profound impacts on her life.

You’ll hear about how PNC approaches financial wellness for its clients through education resources, technology and personal solutions, and how a comprehensive employee financial wellness program can have a positive impact on your bottom line in terms of greater employee output, performance and retention.

Join Amy Carenza, Managing Director, Corporate & Institutional Bank, PNC; Matt Evans, Senior Vice President, National Sales Manager, Organizational Financial Wellness, PNC; and David Shaw, Publishing Director, Family Business Magazine as they discuss strategies for maximizing business value.

1 The Employer’s Guide to Financial Wellness, 2019, Salary Finance


Speakers

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Amy Carenza

Managing Director, Corporate & Institutional Bank, PNC

Amy Carenza works with mid-large cap companies, spanning myriad industries providing strategic advising and execution with respect to debt and equity capital markets, domestic and international treasury, global trade, rates, currencies and collaborates with industry partners to help identify and advance M&A opportunities.

As part of her responsibilities, Carenza also directly advises clients on the design and implementation of bespoke financial wellness strategies for employees. Through this work, she discovered a personal affinity for financial wellness and has dedicated years of independent research towards innovating in the space. As a result, Carenza has been awarded multiple patents for her ideas and development of new technology in the financial wellness benefits arena.

She received a BBA in Finance from Texas A&M University and currently holds FINRA Series 7 and Series 63 Certifications. 

 

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Matthew D. Evans

Senior Vice President, National Sales Manager, Organizational Financial Wellness, PNC

Matt Evans oversees the sales and strategic direction of more than 300 employees dedicated to working with corporate and commercial clients to build customized employee financial wellness solutions.

He joined PNC in 2005 and has 19 years of banking experience, first working in retail branches before serving high net worth customers through PNC Wealth Management®. In 2012, Evans began working on the PNC WorkPlace Banking Bank-at-Work Program and was named national sales director in 2017.

Evans recognized the need for a dedicated team to guide human resource executives and dedicated benefits managers in making insightful choices for employee financial wellness options. Providing these value-added solutions can help companies improve employee engagement, retention and overall productivity. With this focus, he was a leader in developing PNC’s Organization Financial Wellness, offering access to Bank-at-Work benefits, an innovative Health Savings Account, retirement solutions through PNC’s Institutional Asset Management team and more.

Evans received a bachelor of arts in Economics from the University of Michigan and a masters of business administration with a concentration in Finance from Oakland University. He is a board member of the Clarkson Foundation for Public Education and regularly mentors new and rising PNC employees.

 

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David Shaw

Publishing Director, Family Business Magazine

David Shaw is the publishing director of Directors & Boards and its sister publication, Family Business. With more than 30 years of experience in business-to-business and consumer media markets, he has served as an editor, publisher, publishing director, group publisher and group vice president of a variety of publications, trade shows, conferences and websites.

Prior to founding GRID Media, David served as senior vice president for Phillips Business Information Inc., where he oversaw nearly 100 discrete media properties, and helped build the business from $35 million to more than $100 million in annual revenues. He is a frequent author and speaker on issues related to business-to-business media, multi-generational family businesses and private and public company governance. He is married, with two grown children, one serving in the Navy and the other in law school.

 

Benefits

  • No cost to attend.
  • Opportunity for questions and feedback.
  • All participants receive a copy of the webinar materials after the event.
  • All participants receive Family Business Magazine weekly newsletter, with news, tips and trends that impact your family business. You may, of course, opt out at any time.
  • Unbiased third-party family business education.
  • 60 minutes -- maximum value for time.

Sponsor

The PNC Financial Services Group, Inc. ("PNC") family of companies is committed to treating and using personal information about you responsibly. By registering for this webinar, you authorize PNC to use your information to communicate with you regarding this event (with the distribution of presentation materials), and other products and services. Your information will be governed by PNC’s Privacy Policy

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