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

HR.com's HR Research Institute has announced the formation of 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.

The newly formed 2027 State of Financial Wellness Advisory Board features 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 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. HR professionals can also join the HR research influencer panel to participate in surveys, share insights, and earn rewards. For more information, visit hr.com/hrresearchinstitute.

The formation of this advisory board matters because financial wellness is increasingly recognized as a critical component of employee well-being and organizational performance. By bringing together experts from diverse backgrounds, HR.com aims to provide HR leaders with evidence-based strategies to address financial stress, which can affect productivity, engagement, and retention. The research and free virtual event will offer actionable insights that can help Texas businesses and organizations implement effective financial wellness programs, ultimately supporting a healthier and more productive workforce.