Getting leadership excited about a new employee benefit is one thing—getting your CFO to approve the budget is the final hurdle. How do finance leaders evaluate new proposals? What data do they need to see, and how can you frame your pitch to highlight strategic value over cost?

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."

Key takeaways include:

• A proven 10-step framework for building a business case that demonstrates ROI and aligns with financial goals.
• Insight into how CFOs evaluate new benefit proposals, what metrics they prioritize, and how they measure business value.
• Techniques for building a financial model, addressing risk, and anticipating the tough questions and objections from finance leaders.
• Strategies to position any new benefit as a strategic investment in talent and growth, rather than just another expense.

Whether you are proposing a retirement plan enhancement, a new wellness program, or another critical employee benefit, you will leave with a clear roadmap for earning financial approval.

Speakers:

Trevor Bell | Chief Financial Officer | October Three Consulting
Trevor came to October Three with twenty years of diversified experience directing the accounting function across multiple industries, including several years of audit experience with one of the Big 4 accounting firms. Trevor is accomplished in implementing accounting operations and controls and enjoys training and developing staff to create new processes and streamline operations. Trevor is a CPA and graduated with a B.S. degree in Accounting from Valparaiso University.

Gregory Miller | Director of Benefits Marketing | October Three Consulting
Greg Miller leads marketing strategy at October Three, where he spearheads initiatives that help organizations better understand complex retirement and benefits solutions. His work focuses on translating technical concepts into compelling business cases that resonate with executive decision-makers.

Before joining October Three, Greg spent more than 15 years in advertising agencies, professional services firms, and corporate marketing roles, most recently leading marketing automation, digital personalization, and demand generation initiatives at Fortune 500 company Randstad.

Greg joined October Three because he believes better retirement solutions can make a meaningful difference in people's financial futures. He is passionate about helping organizations bridge the gap between complex retirement strategies and confident business decisions.Outside of work, Greg enjoys coaching his daughter's and son's soccer teams and spending time with his family.

Acacia Callaway-Johnson | Retirement Strategist | October Three Consulting
Acacia Callaway-Johnson brings a background rooted in relationship-building, customer success, and consultative communication, helping organizations think more clearly about how their benefits programs support the people behind them. Throughout her career, Acacia has worked closely with internal teams and external partners to translate complex topics into practical, approachable conversations that build trust and alignment.

Today, Acacia works within the retirement and benefits space, collaborating with HR, finance, and benefits leaders around plan design considerations and long-term strategy. Her experience includes developing outreach plans, piloting new tools, and creating communication resources that help teams connect more effectively with their audiences. She takes a people-first approach to every conversation, grounded in curiosity, clarity, and respect for the realities organizations face.

At heart, Acacia believes strong professional relationships are built through listening, honest communication, and follow-through. She brings that mindset—and a little Texas warmth—to every connection.

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