HR.com Forms 2027 Financial Wellness Advisory Board to Guide Research on Employee Financial Health

By Trinzik•
HR.com's HR Research Institute has assembled a new advisory board of HR, benefits, and financial experts to shape research on employee financial wellness, with findings to be shared at a free virtual event in March 2027.
HR.com Forms 2027 Financial Wellness Advisory Board to Guide Research on Employee Financial Health

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 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. Those interested can register for the State of Financial Wellness 2027 Virtual Event March 10, 2027.

The newly formed 2027 State of Financial Wellness Advisory Board features these distinguished experts: Heather Coleman, Financial Wellness Queen, Enriched Academy; Dan Comisar, Strategy and Growth Officer, BrightDime; Shatrina Cosby, VP of Account Management & Development, Purchasing Power; Kim Duffy-Wylam, Managing Partner, Baker Tilly; Damond Fauconier, CHRO, Transportation Federal Credit Union; Marite Marlow, Chief Financial Officer, Center for Employment Training; Lilah Raynor, CEO, Logica Research; Cassandra Rose, SPHR, Fractional CPO, Fringe; and 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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Trinzik AI is an Austin, Texas-based agency dedicated to equipping businesses with the intelligence, infrastructure, and expertise needed for the "AI-First Web." The company offers a suite of services designed to drive revenue and operational efficiency, including private and secure LLM hosting, custom AI model fine-tuning, and bespoke automation workflows that eliminate repetitive tasks. Beyond infrastructure, Trinzik specializes in Generative Engine Optimization (GEO) to ensure brands are discoverable and cited by major AI systems like ChatGPT and Gemini, while also deploying intelligent chatbots to engage customers 24/7.