In this session, hear from senior HR leaders on: - What’s top of mind in the current market environment and the role of data in uncovering workforce needs - How to embrace this data to draw meaningful insights in support of improving the health and well-being of your workforce, and the company’s bottom line - The role of data in creating an empathetic people strategy and enhancing the employee experience

Key takeaways: How financial wellness contributes to overall employee wellness Examples of financial wellness ROI and impact metrics Proof points demonstrating improved culture and engagement

In this session, you will learn about: - The impact of economic uncertainty on employees’ health and well-being -- and the high cost of financial stress for employees and employers - The staggering disconnect between how leaders think their employees are faring and the reality—and what you can do to close the gap - Best practices well-being experts recommend to address evolving employee needs in the current climate - How leading organizations are balancing supporting employee well-being with managing cost efficiencies

Key takeaways from this session include: * Strategies to Build a Robust Business Case for Wellness: Learn the art and science of crafting a compelling business case with the metrics needed to secure buy-in from your CFO, CHRO and leadership team. * Real-World Results: Explore a real-life case study of Bread Financial and how they secured crucial executive support for their financial wellness program and realized a 75% ROI and recouped their initial investment in a little over two years*. * C-Suite Perspective: Hear first-hand perspectives from C-Suite leaders on what it takes to secure executive support for wellness programs, and gain insights into what success metrics matter most to them.

- Understanding the Hidden Costs: Discover how nearly $183 billion annually is lost in productivity due to the impact of financial stress on employees.* - Closing the Support Gap: Explore the critical role of employers in supporting employee financial wellness. 78% of executives say their employees’ financial stress led to increased turnover last year.** While most leaders believe their companies provide adequate support, less than half of employees feel the same way. - Empowering Financial Literacy: Address the alarming gap in financial literacy and preparedness among employees. Despite high aspirations, only 18% of respondents demonstrate basic financial literacy.**

Key Learnings: Understanding the Hidden Costs: Discover how nearly $183 billion annually is lost in productivity due to the impact of financial stress on employees.* Closing the Support Gap: Explore the critical role of employers in supporting employee financial wellness. 78% of executives say their employees’ financial stress led to increased turnover last year.** While most leaders believe their companies provide adequate support, less than half of employees feel the same way. Empowering Financial Literacy: Address the alarming gap in financial literacy and preparedness among employees. Despite high aspirations, only 18% of respondents demonstrate basic financial literacy.**

What You’ll Learn: - Reducing tax stress boosts employee well-being and productivity. Supporting financial wellness leads to more engaged, focused, and loyal employees. - A simple and strategic tax plan creates meaningful financial outcomes. When employees understand tax-advantaged benefits like HSAs, FSAs, and retirement accounts, they maximize their total compensation and build long-term financial security. - Employers can provide compliant tax education and guidance that enhances benefits ROI. Learn how to structure education that empowers employees while maintaining appropriate boundaries.