October 3, 2023
Morgan Lewis Offices
1111 Pennsylvania Ave, NW
Washington, DC 20004
9:30 a.m. – 10:30 a.m. — Breakfast & Networking
10:30 a.m. – 10:50 a.m. — Welcome & EBRI’s 2023 Financial Wellbeing Employer Survey
10:50 a.m. – 11:40 a.m. — Closing the Employer–Employee Gap on Financial Wellness
This session will feature discussion on the differing perspectives between employers and employees on the awareness, purpose, and efficacy of financial wellbeing programs. Panelists will share their own research and provide actionable insights on how
to close these gaps to improve financial wellbeing for employees.
Lisa Margeson, Bank of America
Jeff Miller, nudge Global
Maria Behrens, Goldman Sachs
Jake Spiegel, EBRI (Moderator)
11:40 a.m.–12:00 p.m. — Fireside Chat With Michelle Singletary
12:00 p.m.–12:50 p.m. — Networking Lunch
12:50 p.m. – 1:40 p.m. — (How) Can SECURE Provisions Contain and Manage Financial Stress?
How do SECURE 2.0 provisions address financial stress related to spending volatility, and what are employers planning for implementation? Panelists will discuss their expectations for adoption and how to extend the intent of provisions to be more inclusive of diverse financial situations.
1:40 p.m. – 2:30 p.m. — Applying an Inclusive Lens to Financial Security
What are employers and providers doing to address the unique circumstances of diverse employee populations?
Cynthia Hutchins, Bank of America
Laura Stamps, Financial Finesse
Yemi Rose, OfColor
Beth Bean, NEFE (Moderator)
2:30 p.m. – 3:00 p.m. — Activating Learnings: Roundtable Discussions
3:00 p.m. — Adjourn