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26 Insights from the 2018 Employee Financial Well-Being Conference
“Employees who believe that management is concerned about them as a whole person—not just an employee—are more productive, more satisfied, more fulfilled. Satisfied employees mean satisfied customers, which leads to profitability."

Anne M. Mulcahy, former CEO of Xerox

Differentiating Approaches Across Generations, Income Levels, and Business Models

Financial stress is widespread and of growing concern. It affects every part of an employee’s life, including work. Financial stress has a negative impact on both employees and employers. The cost and impact are both direct and indirect. Even employers with highly compensated workforces identify financial well-being as an important driver of business success. Employers who want to increase engagement and performance must understand financial stress and install well-communicated, holistic programs to mitigate it. Targeting specific sources of stress such as low credit scores and student loan debt can be part of an effective overall plan.


Financial well-being is when you:

  • Have control over day-to-day, month-to-month finances
  • Have the capacity to absorb a financial shock
  • Are on track to meet your financial goals
  • Have the financial freedom to make the choices that allow you to enjoy life

—US Consumer Financial Protection Bureau


When more than 150 practitioners and experts met to discuss employee financial well-being, we took notes. Here are highlights.

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Employee Financial Well-Being Conference

Employee Financial Well-Being Conference

December 08 - 09, 2020 | (New York, NY)

Maternity Through Elder Care

Maternity Through Elder Care

November 09 - 10, 2020 | (New York, New York)