Financial and tax guidance in the age of AI: what works, what’s risky and what’s next

Rewards that work webcast series

“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 Fairfax