KPIs you can take to the CFO: proving financial wellness works

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 next webcast, panelists will examine how organizations can move beyond participation and utilization metrics to build a credible measurement story for financial wellness. While many employers have program data, they often lack a coherent framework that connects employee outcomes to workforce value, risk reduction and business priorities. This webcast will explore:

• Why participation and utilization metrics alone do not demonstrate program value
• How to build a CFO-ready measurement framework that connects employee engagement to employee, workforce and enterprise outcomes
• How to create a concise executive scorecard and a narrative that earns leadership confidence

Drawing on EY frameworks and real-world client experience, panelists will introduce a practical approach for organizing financial wellness measures across four levels: reach, employee outcomes, workforce outcomes and enterprise value. The discussion will show how to prioritize meaningful KPIs, translate metrics into business relevance and avoid common measurement mistakes, without relying on a single ROI calculation.

This session is designed for organizations looking to strengthen how they measure and communicate the value of financial wellness programs. If you are a leader in HR, Benefits/Total Rewards, Tax, Wellbeing, Finance, Risk/Internal Audit or Payroll, this session will provide practical insights for building an executive-ready scorecard that connects program activity to outcomes that matter to employees and the business.

Learning objectives

Distinguish activity metrics from measures of employee, workforce and enterprise outcomes; identify the components of a CFO-ready financial wellness measurement framework; evaluate KPIs for business relevance and executive reporting; and recognize leading practices for creating a concise, defensible measurement story.

Panelists

• Ashley Vinson, Managing Director, Employee Financial Services, Ernst & Young LLP
• J David Macor, Senior Manager, Employee Financial Services, Ernst & Young LLP
• Monisha Khadse, Senior Manager, Employee Financial Services, Ernst & Young LLP

EY webcast managed and produced by Ernst & Young LLP’s Tax Technical Knowledge Services Group, Washington, DC: Lynn Fairfax