FEB 23 - 24 2021

Optum Growth Office Summit 2021

Join us virtually for the Optum Growth Office Summit February 23 – 24, 2021!

2021 will be about creating the future, together and specifically for our teams. We want to do that through the concept of FUSION and bringing diverse people, teams, ideas, skillsets, and expertise TOGETHER to create success. The agenda includes timely and relevant general sessions with a variety of topics for breakout sessions to customize your learning experience.

We look forward to your attendance and participation.

Speakers

Susan Acampora

Senior Director, Product, Optum
BIOGRAPHY
Kaylan Alderson

Principal, Optum Ventures
BIOGRAPHY
Angela Bailey

Senior Vice President, Growth Success Disciplines, UnitedHealth Group
BIOGRAPHY
Sandra Bromenschenkel

Client Services Manager, Optum
BIOGRAPHY
Char Chmielewski

Vice President, Payer Client Service, Optum
BIOGRAPHY
Karen Cofer

Client Executive, Optum
BIOGRAPHY
Stacy Cruz

Senior Client Services Manager, Optum
BIOGRAPHY
Heather DiSesa

Senior Vice President, Employer Market Client Support
BIOGRAPHY
Stephen Friel

Rally Customer Success Team
BIOGRAPHY
Kate Gonzalo

Senior Relationship Manager, Optum Financial Services
BIOGRAPHY
Katherine Heyerdahl

Sr. Director, Behavioral Health Product Development, Optum
BIOGRAPHY
Mo Kahn

Exercise Specialist, Optum
BIOGRAPHY
Sarah King

Chief Growth Officer, Optum
BIOGRAPHY
Wendy Knaack

Client Executive, Strategic Accounts, Optum
BIOGRAPHY
Carol Levine

Chief Consumer Officer
BIOGRAPHY
Mary Manolis

Client Services Manager, OptumHealth
BIOGRAPHY
Josh McKusick

Director, Optum Financial Services' Relationship Management
BIOGRAPHY
Kate Mellor

Vice President, Client Strategy, Optum
BIOGRAPHY
Teena Miranda-Schell

Senior Client Services Manager, Employer
BIOGRAPHY
Jan Monahan

Strategic Initiatives, Optum Growth and Commercial Office
BIOGRAPHY
Stephanie Muir

Senior Client Services Manager, Optum
BIOGRAPHY
Stephanie Nelson

Senior Human Capital Partner, Optum
BIOGRAPHY
Debra Parsow

Client Executive, Optum
BIOGRAPHY
Mary Renner

Senior Client Service Manager, Optum
BIOGRAPHY
Doug Smalley

Senior Director, Optum Behavioral Health Product
BIOGRAPHY
Amy Stephens

Senior Client Services Manager, Payer
BIOGRAPHY
Mark Travaglini

Senior Vice President, Business Development, Optum
BIOGRAPHY
Laura Veroneau

Partner, Optum Ventures
BIOGRAPHY
Amy Walk

Senior Client Manager, Quit for Life
BIOGRAPHY
John Waters

Sr. Director, WorkLife & Employee Assistance Program Solutions, Optum
BIOGRAPHY
Ken Webb

Director, Client Management, Optum
BIOGRAPHY
Tonia Whitney

Organizational Change Management Consultant
BIOGRAPHY
Dr. Margaret-Mary Wilson

CMO & SVP, UnitedHealthcare Global
BIOGRAPHY

Breakout Sessions Share

Download Agenda

FEB 24, 2021 1:30 PM CST

Common Language of Leadership (CLL)

Stephanie Nelson

Senior Human Capital Partner, Optum
BIOGRAPHY

You’ve heard about CLL, completed a skill sort, and perhaps even created a development action plan. Now what? In this session you will learn how CLL can benefit you professionally and personally. Learn from our Human Capital partners how to leverage behavioral practices, action plans, and journaling to facilitate your ongoing development. Don’t miss this opportunity to discover how CLL can help you develop skills to be your best self.

Read More
FEB 24, 2021 1:30 PM CST

Microsoft Teams

Tonia Whitney

Organizational Change Management Consultant
BIOGRAPHY

Are you interested in a refresher or opportunity to learn more about Microsoft Teams? If so, we would love to have you join us for this session. We will be reviewing Teams One Drive, Team Folders, Team Meetings, all the bells and whistles they have to offer and other best practices.

Read More
FEB 24, 2021 1:30 PM CST

The Evolution of the Employee Assistance Program (EAP)

The market has demanded change, and we have responded. Learn more about how our enhanced solution will drive member experience and addressing the needs of our clients through merging our foundational EAP capabilities with new methods of engagement.

Read More

Susan Acampora
Senior Director, Product, Optum

John Waters
Sr. Director, WorkLife & Employee Assistance Program So...
FEB 24, 2021 12:15 PM CST

A Day in the Life Networking

Join us for a panel discussion of your colleagues represented at the Growth Office Summit to hear brief overviews of job functions and what they do on a daily basis. This is an opportunity to network with colleagues, ask questions and learn what a day in the life of various Growth roles looks like.

Read More

Josh McKusick
Director, Optum Financial Services' Relationship Manage...

Amy Walk
Senior Client Manager, Quit for Life

Kate Gonzalo
Senior Relationship Manager, Optum Financial Services

Teena Miranda-Schell
Senior Client Services Manager, Employer

Amy Stephens
Senior Client Services Manager, Payer
FEB 24, 2021 12:15 PM CST

Optum Account Team Partnerships & Success Stories

Join us to hear from a panel of Optum Employer Client Executives & Client Service Managers representing different markets, who will talk about their partnerships and successes. These teams will be sharing what makes their partnerships work so well, imparting some of their best practices and recounting a success story resulting from the collaboration.

Read More

Stacy Cruz
Senior Client Services Manager, Optum

Wendy Knaack
Client Executive, Strategic Accounts, Optum

Karen Cofer
Client Executive, Optum

Stephanie Muir
Senior Client Services Manager, Optum

Debra Parsow
Client Executive, Optum

Mary Renner
Senior Client Service Manager, Optum
FEB 23, 2021 1:30 PM CST

2021 Optum Ventures Overview

Join us for a conversation with Optum Ventures about digital health venture capital, OV background and investment themes, and a preview into new product capabilities and emerging market trends.

Read More

Kaylan Alderson
Principal, Optum Ventures

Laura Veroneau
Partner, Optum Ventures
FEB 23, 2021 1:30 PM CST

Best Practices on Maximizing Productivity/Time Management
Do you ever feel like there just aren’t enough hours in the day to complete everything you are responsible for? If so, this session is for you! In this session, you will learn how to maximize your productivity by learning some very simple habits that you can develop through consistency and practice. These habits will certainly get you started on the right path to get more accomplished each and every day. And an added bonus is that you will feel less stress and ultimately get more done!

The area of interest that we will be focusing on include:

Managing email tips

Managing meeting tips – ideas for prioritizing which meetings to attend

SalesForce- entries for Rally. (Duplication work) – recommendations for managing time in this area

Using Microsoft Teams to increase productivity.
Read More
Mary Manolis
Client Services Manager, OptumHealth

Sandra Bromenschenkel
Client Services Manager, Optum
FEB 23, 2021 1:30 PM CST

Rally Central Training

Stephen Friel

Rally Customer Success Team
BIOGRAPHY

Come join us for a Rally Central refresher session. Stephen Friel with Rally training and business process management will take us through the navigation of Rally Central and how to locate key information in support of client inquiries. Rally Central offers a quick and easy way to validate incentive plan information, activity completion and eligibility status and often times avoid further escalation.

Read More
FEB 23, 2021 11:40 AM CST

Behavioral Health Next Generation

Bring your questions and come see a sneak peak of Behavioral Health's strategic digital improvements with virtual visits and connections to EAP. We will review how to have client conversations on demonstrating value and the supporting analytics.

Read More

Kate Mellor
Vice President, Client Strategy, Optum

Katherine Heyerdahl
Sr. Director, Behavioral Health Product Development, Op...

Doug Smalley
Senior Director, Optum Behavioral Health Product
FEB 23, 2021 11:40 AM CST

Optimal Client Model

Angela Bailey

Senior Vice President, Growth Success Disciplines, UnitedHealth Group
BIOGRAPHY

You’ve heard the buzz around Optum’s long range journey of becoming Great at Growth. Join us to learn about the Optimal Client Model and how this 2021 pilot is helping us uncover how to design a model to enable us becoming Great at Growth. Starting with an “Outside-In,” client-centric approach, our 19 pilot client teams are designing an Optum enterprise-wide strategy to enable the success of our clients’ top goals. Learn how you can immediately apply some of the pilot concepts to your client interactions by joining this interactive session, led by one of our Client Executives participating in the pilot.

Read More

Session One
FEB 23, 2021 11:40 AM CST

Optimal Client Model

Angela Bailey

Senior Vice President, Growth Success Disciplines, UnitedHealth Group
BIOGRAPHY

You’ve heard the buzz around Optum’s long range journey of becoming Great at Growth. Join us to learn about the Optimal Client Model and how this 2021 pilot is helping us uncover how to design a model to enable us becoming Great at Growth. Starting with an “Outside-In,” client-centric approach, our 19 pilot client teams are designing an Optum enterprise-wide strategy to enable the success of our clients’ top goals. Learn how you can immediately apply some of the pilot concepts to your client interactions by joining this interactive session, led by one of our Client Executives participating in the pilot.

Read More
FEB 23, 2021 11:40 AM CST

Behavioral Health Next Generation

Bring your questions and come see a sneak peak of Behavioral Health's strategic digital improvements with virtual visits and connections to EAP. We will review how to have client conversations on demonstrating value and the supporting analytics.

Read More

Kate Mellor
Vice President, Client Strategy, Optum

Katherine Heyerdahl
Sr. Director, Behavioral Health Product Development, Op...

Doug Smalley
Senior Director, Optum Behavioral Health Product
Session Two
FEB 23, 2021 1:30 PM CST

2021 Optum Ventures Overview

Join us for a conversation with Optum Ventures about digital health venture capital, OV background and investment themes, and a preview into new product capabilities and emerging market trends.

Read More

Kaylan Alderson
Principal, Optum Ventures

Laura Veroneau
Partner, Optum Ventures
FEB 23, 2021 1:30 PM CST

Best Practices on Maximizing Productivity/Time Management
Do you ever feel like there just aren’t enough hours in the day to complete everything you are responsible for? If so, this session is for you! In this session, you will learn how to maximize your productivity by learning some very simple habits that you can develop through consistency and practice. These habits will certainly get you started on the right path to get more accomplished each and every day. And an added bonus is that you will feel less stress and ultimately get more done!

The area of interest that we will be focusing on include:

Managing email tips

Managing meeting tips – ideas for prioritizing which meetings to attend

SalesForce- entries for Rally. (Duplication work) – recommendations for managing time in this area

Using Microsoft Teams to increase productivity.
Read More
Mary Manolis
Client Services Manager, OptumHealth

Sandra Bromenschenkel
Client Services Manager, Optum
FEB 23, 2021 1:30 PM CST

Rally Central Training

Stephen Friel

Rally Customer Success Team
BIOGRAPHY

Come join us for a Rally Central refresher session. Stephen Friel with Rally training and business process management will take us through the navigation of Rally Central and how to locate key information in support of client inquiries. Rally Central offers a quick and easy way to validate incentive plan information, activity completion and eligibility status and often times avoid further escalation.

Read More
Session Three
FEB 24, 2021 12:15 PM CST

Optum Account Team Partnerships & Success Stories

Join us to hear from a panel of Optum Employer Client Executives & Client Service Managers representing different markets, who will talk about their partnerships and successes. These teams will be sharing what makes their partnerships work so well, imparting some of their best practices and recounting a success story resulting from the collaboration.

Read More

Stacy Cruz
Senior Client Services Manager, Optum

Wendy Knaack
Client Executive, Strategic Accounts, Optum

Karen Cofer
Client Executive, Optum

Stephanie Muir
Senior Client Services Manager, Optum

Debra Parsow
Client Executive, Optum

Mary Renner
Senior Client Service Manager, Optum
FEB 24, 2021 12:15 PM CST

A Day in the Life Networking

Join us for a panel discussion of your colleagues represented at the Growth Office Summit to hear brief overviews of job functions and what they do on a daily basis. This is an opportunity to network with colleagues, ask questions and learn what a day in the life of various Growth roles looks like.

Read More

Josh McKusick
Director, Optum Financial Services' Relationship Manage...

Amy Walk
Senior Client Manager, Quit for Life

Kate Gonzalo
Senior Relationship Manager, Optum Financial Services

Teena Miranda-Schell
Senior Client Services Manager, Employer

Amy Stephens
Senior Client Services Manager, Payer
Session Four
FEB 24, 2021 1:30 PM CST

Microsoft Teams

Tonia Whitney

Organizational Change Management Consultant
BIOGRAPHY

Are you interested in a refresher or opportunity to learn more about Microsoft Teams? If so, we would love to have you join us for this session. We will be reviewing Teams One Drive, Team Folders, Team Meetings, all the bells and whistles they have to offer and other best practices.

Read More
FEB 24, 2021 1:30 PM CST

The Evolution of the Employee Assistance Program (EAP)

The market has demanded change, and we have responded. Learn more about how our enhanced solution will drive member experience and addressing the needs of our clients through merging our foundational EAP capabilities with new methods of engagement.

Read More

Susan Acampora
Senior Director, Product, Optum

John Waters
Sr. Director, WorkLife & Employee Assistance Program So...
FEB 24, 2021 1:30 PM CST

Common Language of Leadership (CLL)

Stephanie Nelson

Senior Human Capital Partner, Optum
BIOGRAPHY

You’ve heard about CLL, completed a skill sort, and perhaps even created a development action plan. Now what? In this session you will learn how CLL can benefit you professionally and personally. Learn from our Human Capital partners how to leverage behavioral practices, action plans, and journaling to facilitate your ongoing development. Don’t miss this opportunity to discover how CLL can help you develop skills to be your best self.

Read More

Agenda

Tuesday, February 23 all times listed in Central Time
10:00 - 10:15 AM	Opening Session / Welcome	Auditorium
10:15 - 11:00 AM	Inclusion & Diversity	Auditorium
11:00 - 11:30 AM	Points for your Joints: Stretch Break	Auditorium
11:30 - 11:40 AM	Break
11:40 - 12:40 PM	Breakout Session #1	Breakout Room
12:40 - 1:30 PM	Lunch Break
1:30 - 2:30 PM	Breakout Session #2	Breakout Room
2:30 - 2:40 PM	Break
2:40 - 3:30 PM	Updates from Optum Growth Executives Sarah King & Mark Travaglini	Auditorium
3:30 - 3:45 PM	Day 1 Wrap Up	Auditorium
Wednesday, February 24
10:00 - 10:05 AM	Welcome Back	Auditorium
10:05 - 10:15 AM	EAG Update	Auditorium
10:15 - 11:15 AM	Global Collaboration in a Time of Crisis	Auditorium
11:15 - 11:45 AM	Points for your Joints: Stretch Break	Auditorium
11:45 - 12:15PM	Lunch Break
12:15 - 1:15 PM	Breakout Session #3	Breakout Room
1:15 - 1:30 PM	Break
1:30 - 2:30 PM	Breakout Session #4	Breakout Room
2:30 - 2:40 PM	Break
2:40 - 2:55 PM	Team Celebration	Auditorium
2:55 - 3:15 PM	Closing Session	Auditorium

Speakers Share

Susan Acampora

Senior Director, Product, Optum

BIOGRAPHY
Kaylan Alderson

Principal, Optum Ventures

BIOGRAPHY
Angela Bailey

Senior Vice President, Growth Success Disciplines, UnitedHealth Group

BIOGRAPHY
Sandra Bromenschenkel

Client Services Manager, Optum

BIOGRAPHY
Char Chmielewski

Vice President, Payer Client Service, Optum

BIOGRAPHY
Karen Cofer

Client Executive, Optum

BIOGRAPHY
Stacy Cruz

Senior Client Services Manager, Optum

BIOGRAPHY
Heather DiSesa

Senior Vice President, Employer Market Client Support

BIOGRAPHY
Stephen Friel

Rally Customer Success Team

BIOGRAPHY
Kate Gonzalo

Senior Relationship Manager, Optum Financial Services

BIOGRAPHY
Katherine Heyerdahl

Sr. Director, Behavioral Health Product Development, Optum

BIOGRAPHY
Mo Kahn

Exercise Specialist, Optum

BIOGRAPHY
Sarah King

Chief Growth Officer, Optum

BIOGRAPHY
Wendy Knaack

Client Executive, Strategic Accounts, Optum

BIOGRAPHY
Carol Levine

Chief Consumer Officer

BIOGRAPHY
Mary Manolis

Client Services Manager, OptumHealth

BIOGRAPHY
Josh McKusick

Director, Optum Financial Services' Relationship Management

BIOGRAPHY
Kate Mellor

Vice President, Client Strategy, Optum

BIOGRAPHY
Teena Miranda-Schell

Senior Client Services Manager, Employer

BIOGRAPHY
Jan Monahan

Strategic Initiatives, Optum Growth and Commercial Office

BIOGRAPHY
Stephanie Muir

Senior Client Services Manager, Optum

BIOGRAPHY
Stephanie Nelson

Senior Human Capital Partner, Optum

BIOGRAPHY
Debra Parsow

Client Executive, Optum

BIOGRAPHY
Mary Renner

Senior Client Service Manager, Optum

BIOGRAPHY
Doug Smalley

Senior Director, Optum Behavioral Health Product

BIOGRAPHY
Amy Stephens

Senior Client Services Manager, Payer

BIOGRAPHY
Mark Travaglini

Senior Vice President, Business Development, Optum

BIOGRAPHY
Laura Veroneau

Partner, Optum Ventures

BIOGRAPHY
Amy Walk

Senior Client Manager, Quit for Life

BIOGRAPHY
John Waters

Sr. Director, WorkLife & Employee Assistance Program Solutions, Optum

BIOGRAPHY
Ken Webb

Director, Client Management, Optum

BIOGRAPHY
Tonia Whitney

Organizational Change Management Consultant

BIOGRAPHY
Dr. Margaret-Mary Wilson

CMO & SVP, UnitedHealthcare Global

BIOGRAPHY