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Get expert insights and real-world perspectives from leading voices in the industry to help you make more informed decisions.
The Broker Innovation Lab celebrates brokers and other benefits stakeholders who have embraced the changing marketplace to position themselves and their business for future success
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This session moves beyond theory to give you a proven 10-step framework for building a business case that speaks the CFO's language. You will learn to navigate the complexities of financial buy-in and position your proposal for success. We will also put the framework into action. You'll watch a live pitch of a new benefit plan to October Three's CFO—this unique exercise provides a rare glimpse into how CFOs think, the questions they ask, and what it takes to turn a "no" or "maybe" into a "yes."

