From awareness to action: increasing financial wellness, employee engagement

July 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 second webcast, panelists will examine how leading organizations can move from offering financial wellness programs to actively encouraging meaningful employee engagement. Despite growing investment in these programs, many organizations struggle to translate availability into sustained participation and impact. When engagement is effectively activated, organizations can realize measurable return on investment through improved retention, increased productivity, and greater utilization of employer-sponsored benefits. This webcast will explore:
- The key drivers of awareness and why many programs fail to reach employees
- How to embed financial wellness into moments that matter across the employee lifecycle
- Leading practices to sustain engagement through experience, partnerships and ecosystem design
Drawing on external research and real-world client experience, we will introduce a practical framework to help organizations increase engagement across the full employee lifecycle, from initial awareness to sustained usage. Panelists will highlight proven practical approaches that can be used within existing programs, focusing on how to activate engagement, not just enable it.
This session is designed for organizations looking to close the gap between program investment and employee outcomes. If you are a leader in HR, Benefits/Total Rewards, Tax, Wellbeing, Risk/Internal Audit, or Payroll, this session will provide practical insight into how to drive measurable impact from your financial wellness strategy.
Learning objectives
Identify key drivers of awareness and engagement in employee financial wellness programs; recognize how organizations can embed financial guidance into critical decision points and moments that matter across the employee lifecycle; evaluate leading practices and operational levers that improve participation, sustained engagement, and overall program effectiveness.
Panelists
- Cinda Boyd, Senior Manager, EY Personal Finance, Ernst & Young LLP
- Victor Rios, Senior Manager, EY Personal Finance, Ernst & Young LLP
EY webcast managed and produced by Ernst & Young LLP’s Tax Technical Knowledge Services Group, Washington, DC: Lynn Fairfax
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.




