2023 Financial Wellbeing Symposium
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Agenda:
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
- Barbara Marder, EBRI
- Craig Copeland, EBRI
10:50 a.m. – 11:40 a.m. — Closing the Employer–Employee Gap on Financial Wellness
This session featured discussion on the differing perspectives between employers and employees on the awareness, purpose, and efficacy of financial wellbeing programs. Panelists shared 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
Afternoon Session: Partners-Only Sessions
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 discussed their expectations for adoption and how to extend the intent of provisions to be more inclusive of diverse financial situations.
- Kathy Floyd, Church Pension Group
- Anne Thibeault, Empower
- David John, AARP
- Lisa Rankin, Prudential
- Alexandra Nobile, J.P.
Morgan (Moderator)
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
