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MOXIE Business Owner Roundtable

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Name: MOXIE Business Owner Roundtable
Date: June 4, 2025
Time: 8:00 AM - 10:00 AM CDT
Event Description:
MOXIE (Member Owners eXchange Information & Experience) is a group of member business Owners/Presidents who meet monthly with Christy Jones, Clarity Business Coaching, to discuss issues impacting their businesses. All member Business Owners/Presidents are invited to participate.  Everyone must sign a confidentiality clause.

This month we are featuring a panel to discuss unique employee benefits.  Featured companies include:
Rainy Day Pal, Employee and Family Resources, Hy-Vee Health Exemplar Care

About our Speakers and Featured Companies:
 
Allison Peet  Allison brings over 10 years of experience in B2B and B2C sales, with a strong focus on mental health and well-being. She has a proven track record in helping companies enhance employee wellness and is a certified Mindfulness-Based Stress Reduction instructor. Having presented and facilitated workshops for groups of all sizes, Allison understands the value of building strong, collaborative partnerships. EFR  With 88% of employees reporting burnout and 1 in 5 considering quitting daily*, employee well-being isn’t just an HR concern—it’s a business imperative. Since pioneering Iowa’s first Employee Assistance Program (EAP) 50 years ago, Employee & Family Resources (EFR) has helped companies nationwide reduce absenteeism, lower healthcare costs, improve retention, and boost productivity by prioritizing what matters most: their people.
Join us to discover why investing in employee well-being gives businesses a competitive edge and how EFR’s comprehensive EAP goes beyond traditional benefits to build a resilient, engaged, and high-performing workforce. Because when employees thrive, so does your business. *From MyPerfectResume’s 2025 State of the Workforce Report

 
Nana Coleman  Nana Coleman currently leads product development for RainyDayPal. Prior to RainyDayPal, he led product development for Fleri, a healthtech start-up that made it possible for individuals in the African diaspora to find and pay for healthcare services for their family members in their country of origin.  At Fleri, he expanded the company's operations from one country and one insurer to a marketplace that included 6 countries and over 25 providers, insurers, and vendors of healthcare services.  A 2013 graduate of Drake University, he started his career at Principal Financial Group, working as an actuary in the life insurance business, but has long had an interest in building financial products that meet people where they are, which is what has led him to his current path in product development at start-ups.  
 
RainyDay Pal  RainyDayPal is a financial services company that helps organizations bolster their employees financial resilience and reduce financial stress by providing a solution that provides access to cash when unexpected events happen.  By using an insurance-like model and pooling risks, it circumvents the limitations of saving and the potential precarities of debt in responding to unexpected events, and allows people to focus their savings and borrowing on building the futures they want for themselves.
 
Melissa Merrifield Melissa Merrifield embodies servant leadership, with a strong commitment to serving our community. As a valued member of the Hy-Vee Health Exemplar Care team, she focuses on sales and marketing. Her approach is rooted in care and dedication, always striving to make a positive impact on those she serves.
In 2023, Exemplar Care expanded its impact by acquiring Aplos Health Plans, aiming to provide cost-effective, personalized healthcare options to employers and employees in Iowa.  Melissa has worked in both the private and public healthcare sector. Helping identify healthcare solutions that offer cost saving benefits and healthcare benefits that fit any organization. Melissa is committed to bridging the gap between businesses and healthcare, ensuring organizations and individuals have access to comprehensive and convenient healthcare solutions. She excels at identifying new opportunities, fostering meaningful collaborations, and implementing strategies that align with Hy-Vee Health Exemplar Care’s mission of providing accessible, affordable, and high-quality care.

 
Exemplar Care At Hy-Vee Health Exemplar Care we are focused on DOING THINGS DIFFERENTLY
We are solving healthcare challenges for our members. This means that we don’t always take the easiest road forward. We continually seek to improve the quality of care for members by providing innovative solutions.
We’re building a member-first healthcare experience by providing the highest quality care that delivers better health outcomes and drives cost savings for employers, individuals, and families.

 
 
MOXIE is sponsored by:

HR Excellence Consulting

Location:
Urbandale Chamber of Commerce
Aisha R. Syed Board Room
Realtor | Iowa Realty
2830 100th St., Suite 110, Urbandale, IA 50322
Date/Time Information:
First Wednesday of every month from 8-10 am.
Contact Information:
Fees/Admission:
Included benefit of membership