Forma

Circle up! Our March newsletter for benefits and total rewards pros is here, and we're covering a bunch this month: ✔️ The importance of candid conversations, via Jason Fan ✔️ The top 5 lifestyle benefits benchmark trends of 2026 ✔️ How a global company saved 2 months of benefits admin time ✔️ Plus... where to find the Forma team in April! Take a look and let us know what you think of this issue of Formative Insights 🤩

What happens at Transform shouldn't stay at Transform 🎰 This is one conference that our team genuinely looks forward to every year, and #Transform2026 felt bigger and more energetic than ever. We met so many amazing people in HR, benefits, and total rewards, and we got to spend quality time with some of our cherished customers. There are a lot of challenges and pressures in benefits today, but these are the people who are leading the way to solve them for their organizations and the people they support. A round of applause for our own Jason Fan and his fellow panelists Laura Mills, Conor Sweeney, MBA, and Paul E. Wolfe for an insightful and very timely session on personalization and innovation in benefits. Jason covered some emerging use cases in the personalized benefits space, including weight management HRAs that ease cost pressures on employers while supporting employees who are seeking access to GLP-1s and other healthy weight supports. The audience was leaned all the way in for this one! Big thanks to our team on the ground, too: Margot van den Broek, Michael Laracuente, and Blake Wasli all made Forma shine at this event. (And we can't forget about Freddy the Forma teddy 🧸 ) None of this is possible without our team making it happen. The momentum is undeniable, and we are excited about the newest era of how we're helping HR and benefits teams solve challenging problems and achieve incredible outcomes. Thanks for having us, Transform!

🏃 Is it just us, or are things moving faster than ever in benefits...? Take a speedwalk with Margot through the Transform expo floor to find Forma at Booth #340! Don't forget to bring your #AIPassport ( 👋 CandorIQ Gem Kinfolk) to get stamped and enter to win some amazing prizes. And be sure to say hello to our team on the ground, including Blake, Michael, and Jason. Get those steps in, and we'll see you soon at #Transform2026!

We're headed to Las Vegas for Transform, one of our favorite annual events in the HR space. Here's what we have going on: 🎤 On the Stage Forma CEO & Co-founder Jason Fan will be speaking March 25 on a panel with Paul E. Wolfe, Laura Mills, and Conor Sweeney, MBA to tackle one of the biggest questions in benefits today: "Personalized Benefits: The Promise Everyone Wants or the Reality No One Can Deliver?" It's going to be a lively, debate-style session. Make sure this one is on your Transform agenda! 👋 At the Booth Don't be a stranger! Formies Blake Wasli, Michael Laracuente, and Margot van den Broek will be on hand to chat about global lifestyle benefits, top LSA use cases, and the latest trends in personalized programs. Come find our team at Booth #340! 🌐 In the #AIPassport If you're anything like us, the expo floor can feel like a lot of ground to cover without a lot of direction. So we teamed up with CandorIQ, Gem, and Kinfolk to build something more intentional: the AI Passport. It's a curated route of 4 booths to help you discover new solutions across the People function: Benefits → Forma, #340 Workforce Planning → CandorIQ, #245 Recruiting → Gem, #548 People Ops → Kinfolk, #547 To complete your AI Passport, just visit each booth and collect your stamps: ☕ Collect 3 stamps → $10 Starbucks gift card ✈️ Collect all 4 → entry to win a $1,000 airline gift card ➕ Post about it on LinkedIn and tag all 4 sponsors for a bonus entry! The coffee and the flights are a nice bonus — but the real value is walking away with a clear picture of what's actually possible across a set of trailblazing technology leaders in the space. Can't wait to see everyone at the Wynn for #Transform2026!

Conference season is officially in full swing, and Team Forma is off and running! Reflecting on this week and our experience at The Conference Board's Employee Health Care Conference in New York, we are struck by how this event matches the energy we've been feeling from the market. People are leaned all the way in. Asking big, bold questions. Driven by intentional, strategic priorities. The conversations we had this week reflect how perspectives around lifestyle benefits are evolving. It's exciting, and our team is truly at the forefront in our space. Between the insights shared from our amazing customer speakers Tracey Larios of Instacart, Toni Fritz of Chobani, and Amanda Giglio of SeatGeek; the discussions and connections made with our team members Kathleen Harris, MPH, Morgen Paul, Matthew Blood, Darcy Lattof, and Michael Laracuente; and the energy from all the attendees, this was an event to remember. Thank you to everyone who made this week a smash! Where to catch our team next? 📅 3/23-25: Transform in Las Vegas 📅 4/16-17: Employee Health Care Conference in San Diego 📅 4/19-22: WorldatWork Total Rewards '26 in San Antonio

Lucky us... 🍀 Day 1 of The Conference Board 26th Annual Employee Health Care Conference in NYC is a wrap, and we are over the moon (rainbow?). There's something about the energy at this conference that is super special; the conversations and connections all seem to have a sort of zing to them that makes our whole team feel excited about our role in advancing the lifestyle benefits category. And we can't talk about advancing things and evolving the space without highlighting our fantastic panel of benefits and total rewards leaders who brought insight and expertise to a packed, standing-room-only session. Thank you to Toni Fritz of Chobani, Tracey Larios of Instacart, Amanda Giglio of SeatGeek, and our very own Kathleen Harris, MPH for taking the stage and sharing so much with the audience. 🤔 If you were there, did you catch the secret code we shared at the end? The event will be back up and running tomorrow, and our team will be on site at booth 619 to talk about anything and everything LSAs and personalized benefits. Look out for Darcy Lattof Michael Laracuente Matthew Blood Morgen Paul who are happy to help (and love a good chat about benefits). Let's keep it going... See you tomorrow!

No luck required when you have a panel this good. 🍀 This week we're kicking off events season with The Conference Board's 26th Annual Employee Health Care Conference in New York, and we couldn't be more excited. We'll be hitting the stage with an all-star panel of benefits leaders, with our session: 𝗙𝗿𝗼𝗺 𝗻𝗶𝗰𝗲-𝘁𝗼-𝗵𝗮𝘃𝗲 𝘁𝗼 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗰𝗿𝗶𝘁𝗶𝗰𝗮𝗹: 𝗧𝗵𝗲 𝗿𝗶𝘀𝗲 𝗼𝗳 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗹𝗶𝘇𝗲𝗱 𝘀𝗽𝗲𝗻𝗱𝗶𝗻𝗴 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝘀. Don't miss the chance to see our very own Kathleen Harris, MPH moderate an expert discussion featuring: ✨ Toni Fritz, VP of Total Rewards, Technology & People Services at Chobani ✨ Tracey Larios, Director of Benefits at Instacart ✨ Amanda Giglio, Benefits Analyst at SeatGeek And if you're feeling lucky, during our session we'll be sharing a 🤫 secret code for you to say at our booth to be entered for a chance to win some great prizes. While you're at the conference, make a point to visit us at Booth 619. Members of the Forma team, including Matthew Blood Morgen Paul Darcy Lattof and Michael Laracuente will be on hand to talk about what's now and what's next in customizable spending accounts and global lifestyle benefits. See you there!

Today's the day! 🗓️ Join hundreds of your peers who've already registered for our live webinar with From Day One, happening at 2pm ET / 11am PT. In today's live session 𝟮𝟬𝟮𝟲 𝗴𝗹𝗼𝗯𝗮𝗹 𝗹𝗶𝗳𝗲𝘀𝘁𝘆𝗹𝗲 𝗯𝗲𝗻𝗲𝗳𝗶𝘁𝘀 𝗯𝗲𝗻𝗰𝗵𝗺𝗮𝗿𝗸𝘀: 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝘁𝗼 𝗱𝗲𝘀𝗶𝗴𝗻 𝗵𝗶𝗴𝗵-𝗶𝗺𝗽𝗮𝗰𝘁 𝗯𝗲𝗻𝗲𝗳𝗶𝘁𝘀, you'll get an up-close look at Forma's new benchmark insights, plus Zillow's firsthand perspective on how to use the data to your advantage and ways the 2026 trends come to life in real organization. Don't miss the chance to hear from today's dynamic speakers Zachariah Mann, Danielle Ross, and Kate Deeny about the industry's most trusted benchmark data and strategic approaches that can ease the pressure benefits leaders are feeling today. 🔗 If you haven't registered yet, here's the link: https://lnkd.in/diKt-JwQ

Last week, we brought together 12 benefits and total rewards leaders in San Francisco for an unforgettable evening with a simple premise: No presentations and no pitches — just honest conversations about what's working (and not) in benefits today. From the moment people arrived to the final goodbyes, the conversation never stopped. What's actually working in global benefits design. Where the flexible benefits space is heading and how it's changing. How benefits leaders are making the case for investment internally when leadership wants more than good intentions. This is the kind of conversation that doesn't happen enough in our industry — and we think it should. Three hours went by fast. So fast, in fact, that we're considering hosting more dinners sometime soon. (If you want to suggest a city, leave a comment or drop us a line!) Thanks to Matthew Blood Matt Emery and Jason Fan for welcoming everyone in the room and setting the stage for such great conversations. And thank you to all the thoughtful, candid, and ambitious people who made this exclusive event so special. It's leaders like you who are shaping the future of benefits, and we're honored to have had you at our table.