Balancing Cost, Care, & Risk: CFO & HR Executive Roundtable
July 22, 2026 | 8:30 - 10:30 am
8:30 - 9:00 am Breakfast & Networking 9:00 - 10:30 am Roundtable Discussion
Gregory & Appel Insurance 433 N. Capitol Ave, Ste. 400, Indianapolis, IN 46204
Rising healthcare costs, pharmacy spend, fiduciary scrutiny, employee affordability, and workforce absenteeism are creating a tangle of issues that require shared ownership from finance and HR leadership.
This private, executive-level roundtable will bring together CFOs and HR executives for a strategic discussion focused on the evaluation of these interconnected business risks.
CPA & SHRM continuing education credit will be provided.
Join us for breakfast and a 90-minute peer-driven conversation, as we explore how organizations are evaluating cost containment with employee experience, emerging pharmacy and GLP-1 strategies, and how workforce mental health is increasingly influencing overall business performance.
Healthcare Cost Pressure and Employee Affordability
Healthcare costs continue to rise, creating pressure for employers to make difficult decisions about plan design, contribution strategy, and long-term affordability. Yet shifting more cost to employees can create unintended consequences, including reduced access to care, lower employee satisfaction, and potential retention challenges. We’ll explore how organizations can look beyond isolated cost drivers to evaluate total plan performance, employee affordability, and the return on investment of their benefits strategy.
Pharmacy, GLP-1s, PBM Transparency, and Fiduciary Governance
Pharmacy spend has become one of the most scrutinized areas of the health plan, driven by rising specialty drug costs, increased attention on PBM transparency, and growing demand for GLP-1 medications. For employers, pharmacy strategy is a financial, clinical, fiduciary, and workforce issue. A proper GLP-1 strategy isn't just "yes, we cover it." You need a comprehensive obesity management strategy that balances clinical outcomes, employee access, cost predictability, and long-term plan sustainability.
Absenteeism, Productivity, and Business Risk
Workforce mental health has become a measurable business issue. Burnout, behavioral health needs, financial stress, absenteeism, and lost productivity are affecting organizational performance in ways that extend beyond traditional benefits utilization. As these pressures become more visible across the workforce, employers are being challenged to determine whether traditional support models are enough or whether a more intentional strategy is needed to protect both employees and organizational performance.
