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Feature BY Erin Behrens | March 23, 2026

Building a Professional Community to Deliver Smarter, More Strategic Employee Benefits

For most employees, consideration of benefits comes up once a year during open enrollment. But for the people designing them, it’s a year-round effort that involves employee listening, cost and needs analysis, community building, and adaptation to a landscape that’s always changing. Rising healthcare costs, growing employee expectations, and an increasingly complex array of offerings have turned benefits into one of the most strategic areas of the workplace. From Day One spoke with Gui Wu, VP of total rewards and benefits at the consulting firm Accordion, and more recently, the incoming president of the NYC Metro Chapter of the International Society of Certified Employee Benefit Specialists. ISCEBS is a professional organization for benefits and compensation professionals, focused on education, networking, and credentialing. The main credential they recognize is the Certified Employee Benefit Specialist (CEBS) designation. This is widely recognized in the employee-benefits field and demonstrates expertise in areas like retirement plans, health and well-being benefits, compensation, and financial planning. The CEBS designation is earned by completing coursework and passing exams developed by the International Foundation of Employee Benefit Plans in partnership with The Wharton School. It’s now considered the gold standard for benefits professionals. Wu shared insights on how the chapter provides insights and meaning for benefits leaders, the community being built through its membership, and key trends shaping the industry. Excerpts from our conversation:Q: How does membership in ISCEBS support benefits professionals?A: There are different entities tied to the society, but what I can speak to is the designation itself—the credential. It has a long history of credibility, dating back to when it was first founded [in 1976]. The designation is often a requirement, or at least preferred, for many benefits roles you see on LinkedIn, Glassdoor, and other job boards. So it carries a lot of professional credibility. Q: What does it mean to be certified and how does that make a difference for you as a benefits professional? What’s the benefit of getting involved?From Day One spoke with Gui Wu, CEBS (company photo)A: It’s really about the depth of the content itself. Right now, the program has five exams, covering everything from general benefits administration to ERISA, how it has evolved since inception, and a lot of compliance context. It can be challenging, but operating in the benefits world means you deal with HIPAA information, participant assets, and employer data, so compliance is critical. The program provides a strong foundation in compliance, legal issues, and benefits administration.Credibility is another major benefit. It makes you more marketable. Similar to SHRM, when people see the CEBS designation, they know the time and effort required to earn it, studying the health and welfare space, compliance, and retirement programs.Another important aspect is the people. CEBS connects you with other designation holders who work in the same space, so you can share ideas and best practices. For example, through the New York City ISCEBS chapter, I’ve connected with many benefits leaders. We meet regularly to discuss our programs, share stories, and exchange insights about trends, always maintaining confidentiality and HIPAA compliance, but it’s a great way to manage the portfolios more effectively. Q: The community aspect seems very important. It seems to be a sometimes niche space, and it’s also constantly changing. How does being part of the ISCEBS community help benefits professionals stay connected and up to date?A: It’s a small space, and people evolve. Benefits is such a relationship-driven business. I started my career at Cigna as a medical underwriter, and I knew a lot of the sales and account management team there. Over time, some of them moved to the broker space as consultants, while others went to the TPA, or third-party administrator, side. It’s almost like the same group of people rotating through different roles, including myself.Building on trust is crucial because it really is a relationship business. Being able to articulate the ins and outs of the work, given my underwriting background, with former colleagues is a really rewarding experience. There’s something special about working on the same account again after a few years, but from a different side of the business.Q: Can you speak about any trends you’re seeing in benefits, at your company, but also, when you’re speaking with other leaders? What are people most interested in?A: I think you can’t really have this conversation without touching on GLP-1s. Prescription costs are definitely out of control for many organizations and plans, and that’s likely to continue for the foreseeable future. It’s really important for employers to stay on top of the solutions available to help contain costs. Fortunately, we haven’t had to drastically change our prescription programming, but many organizations are facing that challenge.I also think regulatory pressures and broader healthcare reform are adding complexity. Health insurance carriers and pharmacy benefit managers are under a lot of scrutiny, which in turn puts pressure on employers with rising claims costs. Some of this shifts more toward commercial insurance versus Medicare, because if provider networks or health systems aren’t getting adequate funding or reimbursement from Medicare, they have to make up the difference elsewhere. That’s why healthcare systems and providers are experiencing longer negotiations with insurance carriers when renewing contracts, which negatively impacts members. Q: How have you seen employee expectations shift in recent years? A:  Employer responsibility has grown significantly compared to 20 years ago. Now, employees are looking for solutions like student-debt assistance, which is one of the largest types of debt in the U.S. Offering these benefits has become crucial for people evaluating job offers.From a macro perspective, employees are paying much closer attention to benefits. Our job is to communicate and educate them on the full value of what the organization offers. Total compensation includes not just base salary, but medical and dental insurance, subscriptions paid for by the company. For benefits professionals, this means doing a better job of cost containment, ensuring programs operate efficiently and premiums don’t rise faster than salaries. That’s critical to providing meaningful value to employees while maintaining sustainable benefits programs. Q: Is there anything else you wanted to share?  A: Our first quarterly event is coming up on March 26. This will provide educational content eligible for three CEBS credits. The topics will cover PBMs and retirement programs, two very hot topics right now. Following the session, we’ll host a happy hour networking opportunity for our members. If you’re interested in joining the event, or learning more about the ISCEBS, you can contact us here: cebs@ifebp.org.Erin Behrens is an associate editor at From Day One.(Illustration by gvardgraph/iStock)

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Live Conference Recap BY Ade Akin | March 19, 2026

Smart Tools, Smarter Hiring: Using AI to Elevate Hiring Decisions

Employees at BNY are not just learning to work with AI, they’re building with it. Johanna Bazos, the company’s head of executive recruitment, corporate and talent research engine, recently became “Eliza certified,” meaning she can now create autonomous agents on the firm’s proprietary AI platform.Since then, Bazos has built agents that assist with interview briefings, competency development, and feedback collection, all without writing a single line of code. “I am not, by any extent of the imagination, a techie or a coder at all,” Bazos said during an executive panel discussion at From Day One's NYC half-day talent acquisition conference. “But the tools that the company has provided all employees—and 98% of all employees have taken advantage of this—are really showing how leadership has democratized AI.”This grassroots adoption of generative AI was a recurring theme among the talent acquisition leaders gathered for the panel discussion titled “Smart Tools, Smarter Hiring: Using AI to Elevate Hiring Decisions,” moderated by Corinne Lestch, journalist and founder of the Off-Site Writing Workshop.Redefining the Recruitment Process as a Human-Centric JourneyFor many organizations, the shift to AI-powered recruiting has prompted a fundamental rethinking of how talent acquisition teams operate. At BNY, this has meant moving away from viewing recruiting as a series of transactional steps and toward seeing it as a continuous candidate journey that prioritizes human connection.“The most important transformation at BNY has been around mindset,” Bazos said. “It’s thinking about talent acquisition as a journey, rather than specifically as a process where you’re filling roles.”Using a journey-based approach allows recruiters at BNY to identify the “moments that matter” in the candidate experience, such as the first conversation, the offer presentation, and the onboarding process, and deliberately inject human emotion into these touchpoints.“Many of us have the same available tools through AI like Copilot, ChatGPT,” Bazos added. “It’s going to be about that differentiating factor of how human-centric you can be.”Panelists shared insights on the topic "Smart Tools, Smarter Hiring: Using AI to Elevate Hiring Decisions" at the NYC talent-acquisition conference At Macquarie Group, that human-centric focus means using technology to free recruiters to focus on what matters most: conversations with potential candidates. “The most important thing that they can be doing is talking to candidates and having an advisory conversation with hiring managers,” Marjie Howie, the head of talent acquisition for the Americas at the financial services firm, elaborated. “The more time that they can spend on the phones with candidates, the better.”To help achieve that goal, Macquarie has developed internal chatbots that answer basic recruiting questions for hiring managers, such as how to open a job or obtain headcount approval, so recruiters don’t have to. The company also created a prompt library with dozens of detailed prompts that help to reduce the administrative load on recruiters, such as drafting call notes or synthesizing market intelligence.AI Adoption Starts With Leadership AlignmentLeigh Miller, senior customer talent advisor at Gem, says a sense of ownership is vital for the successful adoption of AI. She has seen what happens when such ownership is missing in her work as she helps companies implement new technology. It turns change management into an uphill battle.“When implementing Gem with customers, we’ve actually slowed down the implementation because recruiters weren’t bought in,” Miller said. “If they’re not excited, they don’t know why they’re getting it, they don’t see a problem in the first place; they are absolutely not going to adopt it.”At Macquarie, Howie’s team has avoided pitfalls by creating working groups that give recruiters a stake in the hiring process, ensuring leadership alignment extends beyond members of senior management to the people doing the work required daily. “The team feels like they own the process. It’s not happening to them. They’re part of it,” she said. “And I feel like that’s exciting for them. It’s not scary.”Navigating Compliance and Regulatory Risks in a Global TA FunctionOrganizations in heavily regulated industries require a more measured approach for AI adoption. Cassandre Joseph, the global head of TA and R&D at Novartis, oversees a team of over 200 people across multiple countries, each with its own compliance requirements. “There are just so many different regulatory risks in every one of the countries,” Joseph said. “Data privacy, particularly in Europe, is huge.”This reality has forced Novartis to take what Joseph calls a more thoughtful approach to AI adoption, slowing things down as others speed up, asking thorough questions about what each tool achieves, and bringing leaders from legal, compliance, and global data privacy into every decision."We want to understand: What are the algorithms that went into it? How were the algorithms built?" Joseph added. "We're really [focused] on layering and ensuring that we can peel back the layers to truly understand: Will this tool, yes, it might make us move a little bit faster, but will it create further regulatory risks for the organization from a legal standpoint?"The cautious approach to AI integration at Novartis hasn't prevented innovation. The company has deployed an AI coach that is available to the entire HR team, helping members to become better advisors by practicing different scenarios and asking better questions. The AI coach allows recruiters to work through challenging situations, without inputting identifying candidate information, to refine their approach.Bridging the Candidate Experience Gap Through Technology IntegrationOne of the most pressing challenges facing talent acquisition teams today is the perception gap between what employees think they’re providing and what candidates actually experience. Social media is filled with candidate complaints about being “ghosted” by employers or sending applications into what feels like a black hole. These are clear indicators of poor candidate engagement.Contrary to popular belief, AI isn’t automatically screening out most candidates. “We screen every application,” Joseph said. “There are a lot of legal reasons why we don’t adopt that technology just yet.” For now, every resume is reviewed by a human at Novartis.The real challenge is the volume of applications coming in. “Last year, we saw a 20% increase in applications, and I know it’s probably going to continue to rise,” Joseph said. “So what do you actually do?” She says her team is now exploring how AI tools can help create more human-centric messages and deploy them at the right time in hopes of avoiding situations where candidates receive rejection letters a few hours after applying.At Macquarie, the applicant tracking system (ATS) doesn’t auto-disqualify any candidates. “There is a human in the loop for the entire process,” Howie said. The organization works closely with its employer brand team to craft thoughtful rejection messages and invites candidates to join its customer relationship management (CRM) system, where they receive content about upcoming events and other company news. “We’re hoping that we’re using AI to bridge this communication gap, not strengthen it,” she added, demonstrating intentional technology integration that's aimed at enhancing the candidate experience.Workflow Optimization Through a Human-Centric LensAll four panelists agreed that the fundamentals of talent acquisition remain intact despite the rapid technological changes unfolding. Joseph warns against simply layering tech stacks upon each other without closely examining whether the underlying processes are sound.“We really need to get back to the basics,” she said. “At the end of the day, as folks within talent acquisition, it is: How do we help leaders make the right decisions to bring the right people into the organization? How do we help candidates find the right opportunities that work for them?”Miller framed it as the interplay of people, processes, and technology. “AI in recruiting is having a moment, rightly so,” she said. Miller says effective workflow optimization requires balancing all three elements.For Bazos, it comes down to remembering that behind every application is a person. “These are individuals with careers, families, trying to pay for mortgages and schools,” she said. “Carry that [idea] through the entire talent acquisition journey, keeping it human-centric at every step.”Ade Akin covers artificial intelligence, workplace wellness, HR trends, and digital health solutions.

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What Our Attendees are Saying

Jordan Baker(Attendee) profile picture

“The panels were phenomenal. The breakout sessions were incredibly insightful. I got the opportunity to speak with countless HR leaders who are dedicated to improving people’s lives. I walked away feeling excited about my own future in the business world, knowing that many of today’s people leaders are striving for a more diverse, engaged, and inclusive workforce.”

– Jordan Baker, Emplify
Desiree Booker(Attendee) profile picture

“Thank you, From Day One, for such an important conversation on diversity and inclusion, employee engagement and social impact.”

– Desiree Booker, ColorVizion Lab
Kim Vu(Attendee) profile picture

“Timely and much needed convo about the importance of removing the stigma and providing accessible mental health resources for all employees.”

– Kim Vu, Remitly
Florangela Davila(Attendee) profile picture

“Great discussion about leadership, accountability, transparency and equity. Thanks for having me, From Day One.”

– Florangela Davila, KNKX 88.5 FM
Cory Hewett(Attendee) profile picture

“De-stigmatizing mental health illnesses, engaging stakeholders, arriving at mutually defined definitions for equity, and preventing burnout—these are important topics that I’m delighted are being discussed at the From Day One conference.”

– Cory Hewett, Gimme Vending Inc.
Trisha Stezzi(Attendee) profile picture

“Thank you for bringing speakers and influencers into one space so we can all continue our work scaling up the impact we make in our organizations and in the world!”

– Trisha Stezzi, Significance LLC
Vivian Greentree(Attendee) profile picture

“From Day One provided a full day of phenomenal learning opportunities and best practices in creating & nurturing corporate values while building purposeful relationships with employees, clients, & communities.”

– Vivian Greentree, Fiserv
Chip Maxwell(Attendee) profile picture

“We always enjoy and are impressed by your events, and this was no exception.”

– Chip Maxwell, Emplify
Katy Romero(Attendee) profile picture

“We really enjoyed the event yesterday— such an engaged group of attendees and the content was excellent. I'm feeling great about our decision to partner with FD1 this year.”

– Katy Romero, One Medical
Kayleen Perkins(Attendee) profile picture

“The From Day One Conference in Seattle was filled with people who want to make a positive impact in their company, and build an inclusive culture around diversity and inclusion. Thank you to all the panelists and speakers for sharing their expertise and insights. I'm looking forward to next year's event!”

– Kayleen Perkins, Seattle Children's
Michaela Ayers(Attendee) profile picture

“I had the pleasure of attending From Day One. My favorite session, Getting Bias Out of Our Systems, was such a powerful conversation between local thought leaders.”

– Michaela Ayers, Nourish Events
Sarah J. Rodehorst(Attendee) profile picture

“Inspiring speakers and powerful conversations. Loved meeting so many talented people driving change in their organizations. Thank you From Day One! I look forward to next year’s event!”

– Sarah J. Rodehorst, ePerkz
Angela Prater(Attendee) profile picture

“I had the distinct pleasure of attending From Day One Seattle. The Getting Bias Out of Our Systems discussion was inspirational and eye-opening.”

– Angela Prater, Confluence Health
Joel Stupka(Attendee) profile picture

“From Day One did an amazing job of providing an exceptional experience for both the attendees and vendors. I mean, we had whale sharks and giant manta rays gracefully swimming by on the other side of the hall from our booth!”

– Joel Stupka, SkillCycle
Alexis Hauk(Attendee) profile picture

“Last week I had the honor of moderating a panel on healthy work environments at the From Day One conference in Atlanta. I was so inspired by what these experts had to say about the timely and important topics of mental health in the workplace and the value of nurturing a culture of psychological safety.”

– Alexis Hauk, Emory University
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