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Employee Financial Well-Being Conference

Using Data and Analytics; Integrating Programs and Practices; Alleviating Financial Fragility
DECEMBER 05 - 06, 2019 | DALLAS MARRIOTT CITY CENTER | DALLAS, TX

December 05 - 06, 2019

About the Conference

Employee “financial precarity” – the persistent feeling of worry about money - is on the rise across a broad spectrum of the U.S. workforce and other developed countries with significant economic costs. This growing anxiety among your workforce about debt and financial stability is reducing the productivity, engagement, performance, and health of employees, ultimately hurting your company’s bottom-line and future growth.
Employees are shouldering increasing levels of financial stress due to many factors. Rising healthcare and education costs, market volatility, retirement savings practices, fear of job loss, debt, and lack of financial education and planning, are just a few of the elements contributing to this emerging crisis.

The Employee Financial Well-Being Conference will examine the social and economic impact of employee financial precarity at all levels and what progressive employers are doing to address this critical problem with integrated well-being solutions.  The Conference will explore a range of issues including:

  • research behind the trends including financial and economic costs and ROI
  • evidenced-based insights and solutions from behavioral economics
  • employee lifecycle planning and generational needs
  • employee needs  assessment and how to enhance employee experience
  • program measurement, development, and analytics tools
  • gender and diversity dimensions
  •  role of technology and Artificial Intelligence
  •  integration with broader employee wellness, talent management and total rewards programs.


Attendees will leave with an understanding of the costs of non-action and the potential benefits and economic upside of adopting new employee solutions. They will learn next practices from thought leaders and top practitioners in a cross section of industries with a heavy load of case studies. They will leave with practical insights on how to build effective employee financial well-being strategies and programs and how to avoid common pitfalls.

Register before September 21st and SAVE $400!


Who Should Attend 

This conference is designed especially for Vice Presidents, Directors, and Managers of: 

  • Human Resources
  • Total Rewards - Compensation and Benefits
  • Health and Wellness
  • Benefits
  • Retirement
  • Employee Engagement 

Get Involved

If you would like to get involved in this year’s conference, please contact us.

LOCATION

Dallas Marriott City Center
650 North Pearl Street
Dallas, TX 75201

Please Note: Registration fees do not include hotel accommodations. To book a discounted room, click here.

OUR MISSION

All proceeds support The Conference Board's educational, scientific, and not-for-profit mission.

LEAD SPONSOR
WTW - Employee Financial Well-Being - Lead Sponsor
SUPPORTING SPONSORS
CommonBond - Employee Financial Well-Being 2019 - Supporting Sponsor
SoFi- Employee Financial Well-Being 2019 - Supporting Sponsor
Equifax - Employee Financial Well-Being Conference
MetLife - Employee Financial Well-Being 2019 - Supporting Sponsor
ASSOCIATE SPONSORS
Brightside - Associate - 2019 FWB V2
Morgan Stanley - Employee Financial Wellness 2019 - Associate Sponsor
Ayco/Goldman Sachs - Financial Well-Being 2019 - Associate Sponsor
AGENDA
DECEMBER 05 - 06, 2019
DALLAS MARRIOTT CITY CENTER,DALLAS, TX
December 05 - 06, 2019

About the Conference

Employee “financial precarity” – the persistent feeling of worry about money - is on the rise across a broad spectrum of the U.S. workforce and other developed countries with significant economic costs. This growing anxiety among your workforce about debt and financial stability is reducing the productivity, engagement, performance, and health of employees, ultimately hurting your company’s bottom-line and future growth.
Employees are shouldering increasing levels of financial stress due to many factors. Rising healthcare and education costs, market volatility, retirement savings practices, fear of job loss, debt, and lack of financial education and planning, are just a few of the elements contributing to this emerging crisis.

The Employee Financial Well-Being Conference will examine the social and economic impact of employee financial precarity at all levels and what progressive employers are doing to address this critical problem with integrated well-being solutions.  The Conference will explore a range of issues including:

  • research behind the trends including financial and economic costs and ROI
  • evidenced-based insights and solutions from behavioral economics
  • employee lifecycle planning and generational needs
  • employee needs  assessment and how to enhance employee experience
  • program measurement, development, and analytics tools
  • gender and diversity dimensions
  •  role of technology and Artificial Intelligence
  •  integration with broader employee wellness, talent management and total rewards programs.


Attendees will leave with an understanding of the costs of non-action and the potential benefits and economic upside of adopting new employee solutions. They will learn next practices from thought leaders and top practitioners in a cross section of industries with a heavy load of case studies. They will leave with practical insights on how to build effective employee financial well-being strategies and programs and how to avoid common pitfalls.

Register before September 21st and SAVE $400!


Who Should Attend 

This conference is designed especially for Vice Presidents, Directors, and Managers of: 

  • Human Resources
  • Total Rewards - Compensation and Benefits
  • Health and Wellness
  • Benefits
  • Retirement
  • Employee Engagement 

Get Involved

If you would like to get involved in this year’s conference, please contact us.

Garo Aghjayan, Director of Retirement, Duke Energy

Kate Antonini, Director of Business Development, SoFi

Luscinda Boyd, Senior Manager, EY Personal Finance

Beth Brockland, Senior Director, Financial Health Network

Nate Campen, Director of Compensation, Retirement & Financial Well-being, KinderCare Education

Kate Edison, Vice President, Benefits Design, U.S. Bank

Mario Ellis, Senior Director, Total Rewards, WellSpan Health

Ellen Frank-Miller, Senior Research Fellow & Adjunct Professor, Social Policy Institute at Washington University in St. Louis

Tara Fung, Vice President of CommonBond for Business, CommonBond

Alan Glickstein, National Wellbeing Leader and Managing Director, Retirement, Willis Towers Watson

Gwen Gollmer, Executive Director, Benefits, Ally Financial

Jason Herman, Executive Director, Morgan Stanley at Work

Lauren Hoeck, Senior Consulting Actuary, Willis Towers Watson

Regina Ihrke, National Wellbeing Leader and Senior Director, Health and Group Benefits, Willis Towers Watson

Carrie Leana, George H. Love Professor of Organizations and Management and Academic Director, Katz Executive MBA in Healthcare Program, University of Pittsburgh, Author

Michelle Merringer, International Total Rewards Manager, Capital One

May Nell Billings, Senior Director, Global Retirement Programs, Hilton

Tom Spann, CEO, Brightside

Victor Stango, Professor of Economics, University of California, Davis, Graduate School of Management, Author

Jason Steed, VP, Sales & Partner Development, Equifax Employee Benefits Services

Lori Trawinski, Ph.D., Age Diversity Thought Leader, AARP Public Policy Institute

Jeffrey Tulloch, Vice President, Group Benefits, MetLife, Inc.

Pam Ventura, Senior Director, Benefits, Capital One

Rainier Villatuya, Director of Retirement, United Airlines

Lead Sponsor
WTW - Employee Financial Well-Being - Lead Sponsor
Supporting Sponsors
CommonBond - Employee Financial Well-Being 2019 - Supporting Sponsor
SoFi- Employee Financial Well-Being 2019 - Supporting Sponsor
Equifax - Employee Financial Well-Being Conference
MetLife - Employee Financial Well-Being 2019 - Supporting Sponsor
Associate Sponsors
Brightside - Associate - 2019 FWB V2
Morgan Stanley - Employee Financial Wellness 2019 - Associate Sponsor
Ayco/Goldman Sachs - Financial Well-Being 2019 - Associate Sponsor