Moving beyond participation metrics to deliver real impact
Most financial wellness programs generate initial interest, but few sustain meaningful engagement over time. For HR and benefits leaders, the challenge is not just offering a program. It is delivering one that drives measurable outcomes. Traditional engagement metrics often focus on logins, clicks, or attendance, but these signals rarely reflect true behavior change or long-term impact. In reality, engagement is not a moment. It is a sustained experience shaped by program design, accessibility, and relevance.
In this session, BrightPlan’s team will redefine what engagement means at the enterprise level. Drawing on data from recent initiatives, we will explore what differentiates high-performing programs, why some approaches fall short, and how organizations can better align engagement strategies with business outcomes.
You will gain a clearer framework for evaluating your current programs and practical insight into how to improve them.
Date: Thursday, May 14, 2026
- Time: 1:00 PM Eastern
- SHRM/HRCI: 1.0 PDC (for live attendees only)
- Cost: Free with registration
Key Takeaways for HR and Business Leaders:
- A practical framework for measuring engagement
Move beyond surface-level metrics and understand how to evaluate sustained participation and impact. - Attributes of high-performing programs
Learn how interactivity, self-paced design, and program structure influence adoption and outcomes. - Real-world results and what to do next
See performance data from recent programs and identify opportunities to strengthen your own strategy.
Who Should Attend:
CHROs, CFOs, Total Rewards and Benefits leaders, HR business partners, and executives responsible for employee wellbeing, financial wellness strategy, and workforce performance.
Speakers
Sean Goheen
Director of Alliance Partnerships
Aynsley Hensgen
Programs Manager – Marketing Lifecycle & Engagement
Clecia Thompson
Global Programs Manager
About BrightPlan
BrightPlan is a global leader in Total Financial Wellness. The company provides a comprehensive global solution that addresses all aspects of employees’ financial health at every stage of life and empowers HR teams to enhance the employee experience and better attract, retain, and engage talent. The unique combination of its digital platform and expert financial planners enables employers to deploy financial wellness solutions at scale while delivering personalization for employees. To learn more, visit brightplan.com.
