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U.S. employer healthcare costs are projected to rise 9.5% in 2027, the fourth straight year of near double-digit increases. With budgets under that kind of pressure, every benefits decision is being looked at closely, and new programs have to earn their place.
Financial health support is no exception. It rarely has its own budget line, so your leadership needs to see exactly why it’s worth funding.
In this 30-minute session, nudge co-founder and Director, Jeremy Beament, shares how to build a business case for financial health that gets approved. Drawing on real examples from organizations that have done it successfully, he’ll show how to anchor your case to the costs you already track and the returns your leadership measures.
What we'll cover
You’ll leave with a clear plan for your business case, and answers to the questions your budget holders will ask before they sign off.
- Start where your leadership already looks. Connect financial health to costs and measures you track today, including healthcare, absence, retention, and benefit utilization.
- Answer objections before they’re raised. See what finance and HR leadership need before they approve, and the questions that most often stall a decision.
- Show value on both sides. Set out what changes for employees, what changes for the business, and the return, so your case is clear at sign-off and measurable after launch.
- Test your own case live. Stay for an extra 15 minutes and ask Jeremy questions on your specific business case
The session is built for the people building the case for financial health in their organization, and the senior leaders and budget holders they need to bring with them.
Register now
Your speaker
Jeremy Beament, Director and co-founder, nudge
Jeremy Beament co-founded nudge in 2013, after more than a decade supporting employers with their reward and benefits programs at Thomsons Online Benefits, now part of Mercer. Today he works with large, complex organizations, including Accenture and Siemens, to bring financial health to their global workforce.
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