A Passion For Caring For Our People Making the Business Case for Wellness

1. A Passion For Caring For Our People Making the Business Case for Wellness Jacqueline Akerblom National Managing Partner Women’s Initiatives and ProgramsGrant Thornton LLP

2. Grant Thornton LLP at-a-glance Founded in 1924,Grant Thornton LLPprovides audit, tax and advisory services to both public and private clients in 51 offices in the United States. 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

3. 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

4. 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 Insurance Options Health Care Coverage Financial Programs Health and Well-Being Programs Voluntary Benefits

5. 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

6. 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)

7. 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 ExpectationsTM program • National sponsor for Breast Cancer Network of Strength

8. 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

9. 5% -1% -12% -16% -23% Healthy Lifestyles: ROI With the Healthy Lifestyles initiative in place, the firm saved almost $1M in projected health benefits last year alone. Database Actual $8,829 Custom Benchmark Grant Thornton $6,796 $6,617 Age/ Gender Family Size Plan Value Composite Geography

10. 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

11. Healthy Lifestyles: Key lessons learned • Adjust strategy and tactics to address shortfalls • Execute consistently and aggressively • Measure results • REPEAT!

12. A Passion For Caring For Our People Making the Business Case for Wellness Jacqueline Akerblom National Managing Partner Women’s Initiatives and ProgramsGrant Thornton LLP