Danielle Lee

Financial stress continues to impact employee productivity, engagement and retention, prompting employers to rethink their approach to financial wellness. This session will explore how organizations are moving beyond traditional retirement and budgeting programs to deliver more holistic financial support, including debt management, emergency savings, and personalized financial guidance. Speakers will discuss emerging trends, engagement strategies, and what benefit leaders should prioritize as they look ahead to 2027.

Most employers have already introduced some level of benefits choice or flexibility—but how do we measure their success? This session takes a look at how today’s customized benefits strategies are actually performing, and whether they’re delivering measurable value.

Experts will examine the most common personalization models in use today, and discuss which approaches are driving engagement, retention, and cost efficiency versus those adding complexity without clear return. Panelists will also explore how organizations are using data to assess effectiveness, identify gaps, and refine benefits design over time.

Attendees will leave with practical frameworks for evaluating ROI, benchmarking their current approach, and evolving benefits personalization in ways that are equitable, scalable, and outcomes-driven.

Legacy benefits systems often create inefficiencies, data silos, and poor user experiences for both HR teams and employees. This session explores how integrated benefits administration platforms are streamlining enrollment, eligibility management, compliance, and vendor coordination across increasingly complex benefits ecosystems.

Experts will discuss how to evaluate platforms, navigate system integrations, and reduce administrative burden while improving accuracy and scalability.

Attendees will gain insight into how modern benefits tech can free HR teams from manual processes, reduce risk, and create a more seamless experience across the entire benefits lifecycle.