Northeast News September 2025

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The Associate Experience

Ctrl+Alt+Delight: The New Digital Workspace is Here!

Workplace is out. Digital Workspace is in!

Viva Engage and the Knowledge Center will supercharge how you connect, collaborate, and communicate here in the Northeast and across the Enterprise.

A few quick tips:

Getting Started

• Read these posts from Josh and Thais.

• Launch the Digital Workspace

• Take a minute to watch the short introductory video

Viva Engage

• Launch Viva Engage or access it through Teams.

• Discover our recommended Communities to stay connected and take care of business (you’re automatically part of One Lockton and the Northeast Series). You may see posts from people or groups you didn’t subscribe to, those are trending posts.

• View the latest posts by scrolling past “Share thoughts, ideas, posts” then clicking Recent Activity > Recent Posts on the right-hand side of the middle section. As an FYI, you will need to do this each visit

• Click New Conversations > switch to All Conversations located on the left-hand side of the middle section to see all conversations in a Community.

Knowledge Center

• Check-out the Knowledge Center, where all our shared resources live.

• Visit the Northeast Knowledge Center and bookmark it for easy access.

• Email NE-MarComm@lockton.com if there’s information you think would be helpful.

Have questions? Keep the Digital Workspace FAQs handy.

Watch the Training

If you missed one of the live training sessions, click here to view the recording!

Start using Viva Engage and the Knowledge Center.

Goal-Setting Deadlines Extended

HR has extended FY26 goal-setting deadlines as follows:

• Managers now have until September 5th to finalize / submit goals in Cornerstone.

• Associates now have until September 12th to acknowledge their goals in Cornerstone.

If you have questions, email McKenzie Soma

Acknowledge your FY26 Goals on Cornerstone by September 12th

Workplace = Read-Only

As of September 1st, Meta’s Workplace and Knowledge Library are now read-only. That means you can no longer post to any Workplace group or add content, tools or resources to the Knowledge Library. However, you are still able to download information that was published previously. Please use our new Digital Workspace, including Viva Engage and the Knowledge Center moving forward.

Copilot: Your Flight Plan to Peak Productivity

Copilot is helping many of our Associates work with ease. Check-out Copilot Tips and Tricks for:

Be specific, ask follow-up questions, and explore multiple ideas.

Get inspired with examples for communication, productivity, and brainstorming.

Learn how to use Copilot responsibly and effectively, especially when working with sensitive data.

USE COPILOT

Know when and how to use Copilot safely within Cirrus. For details and support, read this post

Last month, Lockton hosted its first National

bringing together 130 Associates to collaborate and align on the organization’s DEI vision for the future. Through meaningful engagement, the Summit truly embodied the spirit of Together We Thrive.

ASPIRE / BOLD

Shared Chapters: ASPIRE / BOLD Book Club

Join Northeast ASPIRE and BOLD for their first joint book club on Friday, September 12th! The book, Your House Will Pay by Steph Cha, tells the powerful story of two families, one Korean-American and one AfricanAmerican, and how their lives intertwine because of a decades-old crime.

Read the post for details.

Read the book while there’s still time and join the discussion if you’re able.

Upcoming Events

Lockton Cares

Northeast colleagues are out in the community supporting a variety of organizations. Check-out what’s planned.

Annual Day of Service: Thursday, September 11, 2025

Here are some of the ways you can volunteer your time on September 11th, the Northeast’s Annual Day of Service:

BOSTON CONNECTICUT

Home Base 9/11 Service Project

• WHERE: Mother’s Walk of the Rose Kennedy Greenway (between High Street & India Street, across from Rowes Wharf)

• WHEN: 12-3PM

Email Eva Durkin or Jay Driscoll for details.

NEW YORK

Stars of Hope

• WHERE: 19th Floor Breakroom

• WHEN: 9:30-11:30AM

Ronald McDonald House

• WHERE: 19th Floor Breakroom

• WHEN: 3-5PM

Children’s Village

• WHERE: 266 E 165th St, Bronx, NY 10456

• WHEN: 12:30PM-3:30PM

Email Kendall Zipkin for details.

Soldiers’ Angels

• WHERE: West Hartford Breakroom

• WHEN: Stop by as your schedule allows.

Journey Home

• WHERE: Journey Home Warehouse (595 New Park Avenue, West Hartford)

• WHEN: 10AM–1PM

Click here to RSVP (search for the September 11th Lockton reservation).

PENNSYLVANIA WASHINGTON, DC

Bringing Hope Home

• WHERE: Center City and Conshohocken offices Build care kits for families going through cancer treatments.

Email Natalie Burns (Center City) and Kristen Gibbs (Conshohocken) for details.

Salvation Army

• WHERE: Salvation Army/Angel Tree Warehouse, 5160 Lawrence Place, Hyattsville, MD

• WHEN: 10AM-2PM

Email Sydney Gondola for details.

Use “agency” time for volunteering on September 11th.

Shatterproof Walk Series

The Shatterproof Walk Series is coming this October! Thanks to the incredible generosity of Lockton Cares, we’ve received another $10,000 donation to kickstart our efforts. Last year, we raised an amazing $24,675. This year, let’s aim even higher. Here’s the schedule thus far:

• Boston / Connecticut | October 4th | Co-Captains: Aly Ferguson and Ken Ralff

• Washington, DC | October 18th | Captain: Jen Leibowitz

• New York City | October 25th | Captain: Jonathan Egan

• Philadelphia / Maine | Walk on your own | Captain: Kristen Gibbs

A kick-off call will take place in early / mid-September.

Mark the dates on your calendar and stay tuned for details.

Lockton Northeast Live

Meet in-person with Josh Korzon and Sheila Johnson to hear key updates, celebrate our progress, and understand the direction ahead. These community meetings cover the ways we are building, diversifying and connecting across the business. Keep an eye out for invitations and sign-up forms later this month.

Be on the look-out for an invitation and then sign-up when the form becomes available.

Operations

Human Resources

Your Voice, Our Future

Best Places to Work in Insurance

Best Companies Group has been identifying and recognizing great employers to work for since 2004. In 2024, Lockton was named a Best Places to Work (BPTW) in Insurance for the 16th time.

Well, we did it again! Cheers to 17 years. As celebrations are being planned, read this post for details.

Health and Wellness

Mental Health Champions

Congratulations to Tara Lyons and Monica O'Ravitz for becoming our Northeast Mental Health Peer Champions!

To become champions, Tara and Monica completed a two-day Lyra-led training to understand how to:

• Recognize mental health challenges

• Provide empathetic support

• Foster a culture of well-being in the workplace

The Benefits of Working at Lockton

• Know there are Mental Health Champions if you need help.

• Mark the OE dates on your calendar.

• Complete Personify’s four requirements to receive the medical premium discount in 2026.

Open Enrollment for 2026 is scheduled from Saturday, November 1 - Saturday, November 15, 2025. A Virtual Open Enrollment session will be held on October 23rd and a recording will be available to all Associates. Details will be shared in the coming months.

Personify

As a reminder, only four activities are required to receive the medical premium discount in 2026. Just complete:

1. The online Health Check Survey

2. A biometric screening at a Quest facility, using their Home Test Kit or through your personal physician.

Questions? Email Associate Benefits

3. One preventive care activity (such as a flu shot, an annual checkup, teeth cleaning or vision test).

4. A physical, emotional, financial, or social well-being activity.

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