Uptick Wellness

1. Uptick Wellness “From Healthcare to Self care” Wellness; a Strategic Imperative

2. Agenda • Welcome - Introductions • Why are we here? • Need for Wellness Programs • Risk Factors • Benefits of Wellness Programs • Uptick Wellness Mission and Values • MBA Strategic Performance Factors • Building a Wellness Culture • Service Offering • Communications • About Us and Shared Value • Creating a vision, Collaboration and Next Steps “HRA” Q&A

3. Welcome and Thank You! Julian Tait, Principal and Founder Jake Westhoff, Director and Program Manager Rebecca Mohning, Director and Registered Dietician

4. Introductions Why do you think we are here?

5. Possible Fitness Questions How many of you haven’t visited your physician in over a year How many of you have never exercised and want to know how to start? How many of you are struggling with chronic physical ailments that discourage you from working out consistently? How many of you want ideas on how you can improve your diet? How many of you have children and want to set good examples for them? How many of you have been impacted by the illness or terminal medical condition of someone you love? How many of you are struggling with rigors of a demanding work life? How many of you have wanted to work out with a trainer but were not able to? How many of you simply find it inconvenient to get to a club? How many of you have been working out and want to elevate the standard of your workouts? How many of you struggle with consistency due to a demanding travel schedule? How many of you are aware of the benefits of exercise but struggle with motivation? How many of you are preparing for a competition and require a comprehensive program regimen? How many of you are in the armed services reserve and need to maintain a high fitness level?

6. The Need for Wellness Programs • According to the American Institute for Preventative Medicine, expenditures for health care in the United States continue to rise and reached $2.2 trillion or 16% of GDP in 2009. This figure is up from $1.3 trillion in 2003. Further, health care spending is growing faster than the gross domestic product (GDP) and accounted for 17.7 percent of GDP in 2012, up from 14.1 percent in 2001. • A small number of chronic disorders such as diabetes and cardiovascular disease account for the majority of deaths each year, and the medical care costs of people with chronic diseases account for more than 75 percent of the nation’s medical care costs. The impact on business is substantial. The costs to U.S. businesses of obesity related problems in 1994 added up to almost $13 billion, with approximately $8 billion of this paying for health insurance expenditures, $2.4 billion for sick leave, $1.8 billion for life insurance, and close to 1 billion for disability insurance.

7. MBA Factor Projections The Uptick Wellness imperative is to design, implement and manage a wellness program that results in a significant reduction of these Risk Factors.  Health RiskNumber of Employees with RiskAfter Goals are Met Smoking 23 12 Overweight 76 27 No Exercise 46 23 Excessive Alcohol Use 23 15 High Blood Pressure 36 15 High Cholesterol 20 4 Asthma 9 3 Diabetes 9 3   87.5% of health care claims costs are due to anindividual’s lifestyle.Source: Indiana University-Purdue University, Fort Wayne (IPFW) Study

8. Supply vs. Demand Management How Companies are Responding to Increased Health Care Costs Supply Management Increased copays Higher deductibles Switching providers Demand management. This prevention approach focuses on the employee and helps them live a healthier lifestyle and be wiser health care consumers. Wellness programs are the key component of this strategy. Source: Society for Human Resources Management

9. Benefits of Wellness Programs 56% Increased Employee Morale 41% Improved Employee Health 27% Reduced Health Care Costs 9% Reduced Accidents on the Job 8% Reduced Absenteeism 8% Increased Productivity Source: National Business Group on Health

10. The Making of the CorporateAthlete “In a corporate environment that is changing at warp speed, performing consistently at high levels is more difficult and more necessary than ever. Narrow interventions simply aren’t sufficient anymore. Companies can’t afford to address their employees’ cognitive capacities while ignoring their physical, emotional, and spiritual well being.” Jim Loehr and Tony Schwartz

11. Uptick Wellness Mission • Uptick – is the positive movement in the price of a stock. Based upon the Uptick Rule • The Uptick mission is to provide an uncompromising level of value and awareness that maximizes individual fitness and fosters corporate wellness. • This effort pledges to enhance the corporate return on investment through the increased productivity, improved morale and physical bearing of its employees. • Our vow is to prepare the client physically and technically for the training. • A further aim is to develop the client mentally and ethically through the training • Incorporate wellness as a part of your strategic imperative

12. Our Values Guided by American Council on Exercise Code of Ethics Provide safe and effective instruction. Provide equal and fair treatment to all clients. Stay up-to-date on the latest health and fitness research and understand its practical application. Maintain current CPR and AED certificates and knowledge of first-aid services. Comply with all applicable business, employment and intellectual property laws. Uphold and enhance public appreciation and trust for the health and fitness industry. Maintain the confidentiality of all client information. Refer clients to more qualified health or medical professionals when appropriate. Establish and maintain clear professional boundaries.

13. MBA Performance Factors Outstanding: Quality of employee’s performance is consistently exceptional. The employee: Provides work product that meets the highest standards of excellence, reflecting: (i) broad and deep subject matter expertise; (ii) the optimum match of time and other applicable resources to objectives; and (iii) careful presentation; Is highly organized - frequently completes tasks ahead of schedule; Is highly innovative/creative, continuously looking for ways to do a better job and encouraging creativity in others; Is highly collaborative and able to work successfully with all types of people to get a job done; consistently exhibits a high level of emotional intelligence; Demonstrates high levels of initiative; is consistently willing to take on added responsibilities and to take a leadership role on projects; Routinely anticipates manager’s needs and is effective in meeting them--typically, little managerial oversight of employee required; Exercises sound judgment when given discretion, or when circumstances otherwise require independent action and knows when to confirm a course of action with his/her manager; Keeps MBA’s goals in the forefront - is very budget conscious, independently prioritizes activities in sync with agreed upon objectives; Commands respect throughout the organization; Exhibits a strong customer service ethic; Is unusually reliable for all purposes.

14. Building a Corporate Wellness Culture Phase 1 Awareness – Culture Shift and Organization Development Model Introduction • Communications Campaign • Senior Management and Wellness as a Strategic Imperative Seminar • Health Risk Assessment and Biometric Screening Phase 2 Participation – Sport Psychology Model • Employee Wellness Seminars –Internal and Cognitive Restructuring, Goal Setting, Visualization, Motivation • Nutritional Seminars Phase 3 Engagement • Cardio Respiratory Conditioning • Bio Mechanic and Musculoskeletal Conditioning • Nutrition Consultation Phase 4 Accountability • Quarterly Evaluations • Demonstrate ROI

15. Service Offering MBA Sponsored Program Offerings: • Association Wide: • Four (4) quarterly one-hour wellness group seminars; and • Four (4) quarterly one-hour nutritional group seminars; and • Individual Health Risk Assessments (HRAs) to identify any limitations on exercise due to an existing health condition or injury; and • Confidential individual Biometric Screenings to include, but not limited to, comprehensive cholesterol, glucose and blood pressure screens. • Individually Based: • Two (2) 30-minute individual nutritional counseling sessions; and • Select either eight (8) individual personal training sessions; or • Eight (8) group fitness training sessions.

16. Communication Content, Method, Timing - is at the root of success or failure of most wellness initiatives. • Content – HRA, Macro HRA report, Permafolds, Healthier at Home, Health Trackers, Risk Factors, Cost, Participation, Fitness Training Metrics. • Method – Website, Scheduling, E-Newsletter, Seminars, Consultations, FitSync • Timing – Monthly e-newsletters, quarterly seminars, Twitter #fitchats bimonthly

17. Sport Psychologyand Cognitive Restructuring Sport Psychology- The study of how psychology influences sports, athletic performance, exercise and physical activity. The new toughness training for sport Toughness – the ability to consistently perform toward the upper range of your talent and skill regardless of competitive circumstance. Markers of Toughness Emotional Flexibility – ability to absorb unexpected emotional turns and remain supple non defensive and balanced. Ability to summon a wide range of positive emotions (joy, fighting spirit, humor) Emotional Responsiveness – ability to remain emotionally alive engaged and connected under pressure. Emotional Strength – ability to exert and resist great force emotionally under pressure; to sustain a fighting spirit. Emotional Resiliency – ability to recover quickly from disappointment, to take a punch emotionally and bounce back quickly.  Toughness is learned Toughness is the skill that enables you to bring all your talent and ability to life on demand. Toughness is ideal performance state of control

18. About Us Julian Tait is the Principal and founder of Uptick Wellness. He leverages from a professional background in the investment securities, hospitality management, fitness, sports marketing and commercial real estate industries. Julian has worked as a Sales Manager/ Fitness Consultant at Fitness First Health Clubs, Program Director for Fitness and Image Results at the Wardman Park Marriott and as a Personal Trainer at Gold’s Gym Van Ness Washington DC. He has been in private practice as a fitness trainer part time over the past 8 years. He was a football scholarship candidate at Purdue and North Carolina State Universities respectively before sustaining an injury. Julian previously worked as a Commercial Lending Associate with Commercial Funding Group in Great Falls, VA and as an Associate in the Private Client Group at Salomon Smith Barney in Bethesda Maryland. As an Account Manager with Clear Channel’s WTEM Sports Talk 980, Julian helped companies to brand their services through the effective purchase of on air and internet sports content. Julian incorporates the use of sport metaphor in the business setting. Utilizing Sport Psychology and Organization Development methods, Julian plans to integrate this interdisciplinary approach to affect change at the corporate level. Julian attended the University of Maryland and studied Legal Studies with an Economics focus. He recently launched Monymusk Capital Group, a commercial lending brokerage and consultancy. He serves on the Board of Samaritan Ministry of Greater Washington, volunteers with the Washington Tennis and Education Foundation and is a member of the O.D. Systems Organization Development Consortium. Julian is a candidate for the Corporate Wellness Specialist designation with the Corporate Health and Wellness Association.

19. About Us Jake Westhoff is a Director of Uptick Wellness and will serve as the Program Manager. He has served as the Program Director for Fitness and Image Results at the Gold’s Gym Van Ness Washington DC location. In that setting he was responsible for all the strategic planning and administration of the site including supervision of all personal trainers, boot camp, aerobics programs, developing sales strategies and maintaining payroll. He is the owner of Fitness University a private fitness and Boot Camp consultancy. Jake was a member of the 1997-2000 Marymount University Lacrosse team and has a BS in Kinesiology from that institution. He is certified with the National College of Sports Medicine and was selected to train the Qatar national soccer team in 2003 as they prepared for the 2004 Olympics.

20. About Us Rebecca Mohning MS, RD, LD is a Director of Uptick Wellness, Registered Dietitian and a Certified Personal Trainer. She received her Bachelor's degree in dietetics and her graduate degree in exercise and sports science from Iowa State University. She also has a personal training certification from the American College of Sports Medicine. She previously worked as the dietitian for Iowa State University's Wellness Center. Her work there provided her with the opportunity to work with college athletes, as well as counsel students on weight management and eating disorders. Currently, Rebecca works at the George Washington University's Weight Management Center and Women's Heart Program. She has office hours for nutrition appointments at her DC location in addition to her office in Virginia off of Braddock Road. Rebecca specializes in the following areas of nutrition for children, adolescents, and adults: Sports Nutrition, weight management, vegetarianism, prenatal care, general wellness and disease prevention Rebecca can also effectively improve the following conditions, using medical nutrition therapy: Diabetes, Mellitus, Hypertension, Cardiovascular Disease, Gastrointestinal Disorders

21. Advisory Board Steve Buyers – American Institute for Preventive Medicine Dr John F Murray, PHD – Sport Psychologist George Stephenson – Sr Accountant, Controller Federal Management Systems Tony Mensah – Attorney Dr Noel Tait – Oral Surgeon Martin Kormanik – President OD Systems Dr Siobhan Statuta – Sports Medicine, University of Virginia Ex Officio Rebecca Mohning, Jake Westhoff, Julian Tait

22. Creating Shared ValueThe central premise behind creating shared value is that the competitiveness of our company and the health of the communities around it are mutually dependent. Recognizing and capitalizing on these connections between societal and economic progress has the power to enhance the next wave of global growth and to redefine capitalism.

23. Q&A and Collaboration Exercise Perceived benefits Perceived challenges Directives Health Risk Assessment, waiver and enrollment forms Schedule seminar, training, nutrition consultation. Website and contact Sign Up sheet

24. Contact Us Julian A. Tait Principal 5110 1/2 MacArthur Blvd Washington DC 20007 jtait@uptickwellness.com 202 276 7963 www.uptickwellness.com