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Financial and tax guidance in the age of AI: what works, what’s risky and what’s next
April 29 @ 1:00 pm – 2:00 pm EDT
“Rewards that work” is an EY Tax webcast series exploring emerging trends shaping employee rewards, wellbeing and workforce strategy.
In the first webcast, panelists will examine how artificial intelligence is changing the way organizations support employee financial wellbeing—and where human expertise remains critical. In today’s rapidly evolving landscape of financial complexities, business leaders face new opportunities and risks in supporting employee financial wellbeing. This webcast will explore:
- The strengths and limitations of AI-driven tools
- The enduring value of human expertise
- Emerging leading practices for hybrid models
Drawing on recent external research and real-world scenarios, we will examine how financial wellness programs affect workforce outcomes, what pitfalls to avoid, and how to build a roadmap for effective, trusted financial and tax guidance.
The session is designed to spark dialogue, share actionable insights and position your organization for success in the ongoing battle for talent retention. If you are a leader in HR, Benefits/Total Rewards, Tax, Wellbeing, Risk/Internal Audit, or Payroll, this session is for you.
Panelists
- Marc Mancuso, Senior Manager, EY Personal Finance, Ernst & Young LLP
- J David Macor, Senior Manager, EY Personal Finance, Ernst & Young LLP
Moderator
- Juliette Meunier, Partner, EY Personal Finance Leader, Ernst & Young LLP
EY webcast managed and produced by Ernst & Young LLP’s Tax Technical Knowledge Services Group, Washington, DC: Lynn Fairfaxfax
CPE Information (for live events only)
Delivery Method: Group Internet Based
Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Refunds & Cancellations: This course is offered free of charge, therefore there are no refunds given. In the event that a course must be cancelled, participants will be contacted via the email addressed submitted during registration.
Complaint Policy: For complaints or concerns, please submit an inquiry here.
Note: CPE credit is awarded for live webinars only. For more information, visit: https://www.ey.com/en_us/media/webcasts/cpe.
Ernst & Young LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
