Financial services firms face a challenge: healthcare costs are projected to rise 9 percent in 2025—while their workforce has growing expectations for their benefit packages. How can they meet their employees' needs and stay in budget?
Leading financial institutions are taking this challenge as an opportunity to reimagine their benefits strategy and create a competitive advantage. By implementing comprehensive reproductive health support, they are seeing remarkable results: up to 30 percent lower healthcare costs, improved clinical outcomes, reduction in healthcare spend and stronger employee retention—all while reducing administrative complexity.
During this strategic session, you'll discover:
- The hidden ROI opportunity in your current benefits portfolio—and how to capture up to $5,000 in savings per member while expanding support
- Benefits implementation strategies that minimize administrative burden and offer the best possible care for employees
- Why comprehensive support across all life stages creates stronger attraction and retention outcomes than traditional point solutions
Meet the Presenters
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Katie Rooney
Katie Rooney serves as CFO at Maven Clinic, where she combines her expertise in finance, business strategy, corporate development, and investment banking with operational experience, managing multibillion-dollar P&Ls. She brings an extensive record of overseeing value-creating transactions, including transformative acquisitions, divestitures, spin-offs, IPOs, and sales to private equity. Previously, Rooney was Global Chief Financial Officer and Chief Operating Officer at Alight (NYSE: ALIT) and served as a leader at Aon. During her tenure with Aon, she rapidly progressed through roles in Treasury / Capital Markets, Financial Planning and Analysis, Corporate Development, and ultimately as CFO of the $3 billion Aon Hewitt business.
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Jackie McNeil
Jackie McNeil leads employee benefits strategy at Deutsche Bank, where she directs the design and implementation of the bank’s benefits programs. She plays a key role in enhancing employee engagement, fostering a culture of inclusivity, and leading people strategies that support business objectives. Previously, McNeil held roles at Willis Towers Watson as Associate Director and Senior Client Manager, serving as a strategic advisor to clients on their Health and Benefits programs. She brings over 20 years of benefits management expertise, with proven success in strategic benefits design, vendor management, and cross-functional collaboration.
SHRM certification has approved this webinar for 1 PDC toward SHRM-CP or SHRM-SCP recertification. A program code will be provided at the end of the webinar.