How to prepare your CFO for benefits renewals

Navigate benefits renewals with confidence

Benefits renewals are one of the most high-stakes and time-consuming parts of open enrollment prep. Renewal rates arrive with little context, employee expectations are high, and HR leaders are often expected to walk into a CFO meeting with a clear recommendation and a defensible strategy.

The challenge: benefits conversations can easily become reactive. HR teams end up defending costs instead of leading a strategic discussion about retention, employee needs, and long-term planning.

In this guide, Emily Herron, experienced HR leader, and Tori Black, Partner Success Manager at Rippling, walk through a step-by-step playbook for preparing for benefits renewals, from understanding renewal packages and pulling the right data to structuring a CFO conversation that leads to faster alignment.

You'll learn how to:

• Decode renewal packages and identify key cost drivers

• Use AI to unlock critical insights in minutes

• Build a clear, executive-ready recommendation for your CFO

• Create a proactive renewal timeline before open enrollment begins