HR.com's HR Research Institute has announced the formation of its State of Financial Wellness Advisory Board for 2027, a panel of experienced HR, benefits, and financial professionals tasked with shaping upcoming research and industry insights on employee financial literacy and well-being. The board will guide research into employees' financial challenges, the effectiveness of workplace financial wellness programs, 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 announcement signals a growing recognition that financial stress is not just a personal issue but a workplace productivity and retention concern, making the board's findings potentially influential for organizations designing benefits packages and wellness programs.
The newly formed 2027 State of Financial Wellness Advisory Board features these distinguished experts: Heather Coleman, Financial Wellness Queen at Enriched Academy; Dan Comisar, Strategy and Growth Officer at BrightDime; Shatrina Cosby, VP of Account Management & Development at Purchasing Power; Kim Duffy-Wylam, Managing Partner at Baker Tilly; Damond Fauconier, CHRO at Transportation Federal Credit Union; Marite Marlow, Chief Financial Officer at Center for Employment Training; Lilah Raynor, CEO of Logica Research; Cassandra Rose, SPHR, Fractional CPO at Fringe; and Rahkim Sabree, AFC®, Financial Wellness Consultant, Keynote Speaker, and Author of Overcoming Financial Trauma.
The research findings and insights will be explored at a follow-up virtual event in the new year, offered free to the HR community. The State of Financial Wellness 2027 Virtual Event March 10, 2027 aims to equip HR professionals with actionable insights to strengthen financial wellness initiatives and better support employees' financial health. 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. For HR professionals, the board's work could translate into more evidence-based approaches to financial wellness, helping them justify investments in financial literacy tools and programs. As financial stress continues to affect employee well-being, the advisory board's guidance may shape how organizations address this issue in the coming years.
