HR.com’s HR Research Institute has announced its State of Financial Wellness Advisory Board for 2027, bringing together experienced HR, benefits, and financial professionals to help shape upcoming research and industry insights on employee financial literacy and well-being.
The advisory board will guide research into employees’ financial challenges, workplace financial wellness programs and their effectiveness, best practices, and the benefits of financial literacy initiatives, including the role of tools, metrics, and emerging technologies such as AI in improving employee financial well-being.
“Financial stress can have a significant impact on employees’ overall well-being and their ability to thrive at work,” said Debbie McGrath, CEO of HR.com. “This research will help HR leaders better understand employees’ needs and identify practical, effective ways to build financial wellness strategies that make a meaningful difference.”
The findings and insights will be explored at a follow-up virtual event in the new year, offered free to the HR community. The research and event aim to equip HR professionals with actionable insights to strengthen financial wellness initiatives and better support employees’ financial health.
State of Financial Wellness 2027 Virtual Event
March 10, 2027
The newly formed 2027 State of Financial Wellness Advisory Board features these distinguished experts:
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Heather Coleman, Financial Wellness Queen, Enriched Academy
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Dan Comisar, Strategy and Growth Officer, BrightDime
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Shatrina Cosby, VP of Account Management & Development, Purchasing Power
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Kim Duffy-Wylam, Managing Partner, Baker Tilly
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Damond Fauconier, CHRO, Transportation Federal Credit Union
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Marite Marlow, Chief Financial Officer, Center for Employment Training
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Lilah Raynor, CEO, Logica Research
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Cassandra Rose, SPHR, Fractional CPO, Fringe
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Rahkim Sabree, AFC®, Financial Wellness Consultant, Keynote Speaker, and Author of Overcoming Financial Trauma
The HR Research Institute releases annual “State of the Industry” reports across a variety of HR topic areas, including the most recent report on this topic, HR.com’s State of Employee Financial Wellness 2026.
This and other free research reports and infographics can be downloaded at hr.com/researchinstitute.
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