Financial Wellness for All: PepsiCo’s Roadmap to Global Financial Wellness Success
Not a member and interested in attending? Contact Emily Commer!
PepsiCo set out to create long-term financial wellbeing for all 280,000+ employees, across 59 countries, cultures, and levels of digital access. In this session, Willa Chow, Director of Global Retirement COE and Financial Wellness, shares how PepsiCo built and launched a globally consistent financial wellbeing strategy from the ground up.
You’ll hear how they made the business case, aligned their approach and delivered inclusive, accessible experiences, especially for frontline workers. From executive buy-in to global launch, this session offers a blueprint for HR, reward and benefits leaders looking to drive real impact at scale.
Speakers
Jeff Miller, CFEI
At nudge, Jeff leads the US team, drives strategic growth, and builds partnerships, fueled by his passion for workforce financial wellbeing and personal finance. He spent 20 years at MetLife, where he led the PlanSmart Financial Wellbeing Platform and launched programs for major global organizations. Earlier in his career, Jeff worked as a financial planner for individuals, families, and small business owners.
Willa Chow, FCIA, FSA, EA
Willa Chow is an accomplished actuarial leader with over 15 years of experience across the U.S. and Canadian retirement landscapes. At PepsiCo, she leads global retirement strategy and financial wellness programs, including the company’s home-grown financial wellbeing program, Healthy Money.