Financial Wellness Benefits Your Employees Want and Need
For many HR professionals, determining which financial wellness benefits will best meet the needs of your entire workforce is a guessing game. Employees are reluctant to discuss financial stress and ask for benefits that lighten the load … even when they need them. Consequently, culling through the hundreds of financial wellness options in the market to determine which solutions will deliver the most impact for employees can often feel like a guessing game. In this session, Salary Finance Inc. CEO Daniel Macklin and industry thought-leaders from PwC, Salesforce, and Accenture will discuss the biggest financial challenges facing today’s employees and the ways in which employers can help.
Learning Objectives:
- How data can help understand the different financial fitness scores across your workforce and how these should impact your HR and benefits strategies.
- How financial fitness affects the bottom line to help you reframe your strategy so that resonates with your CFO and Board.
- Enable you to make a business case for prioritizing impactful financial fitness benefits.
Daniel Macklin
Daniel Macklin is the co-founder of SoFi and CEO of Salary Finance Inc., an award-winning organization that partners with employers to offer financial wellness solutions that help employees improve their lives by improving their finances. His goal is to help 10 million Americans out of debt and start them on a path to saving for their future. In 2017, Inc. included him on its list of "25 Inspiring Entrepreneurs to Watch in 2017." Macklin's insights have been featured on in the media, including Bloomberg, CNBC, Forbes, Reuters and the Wall Street Journal. He is also a guest lecturer at Stanford University.
Kent Allison
Kent is the National Leader of PwC’s Employee Financial Wellness Practice, which specializes in providing un-biased financial education and wellness services.
Recognized as one of the world’s leading advocates of employee financial wellbeing, Kent has spent his entire career focused on helping others improve their financial lives. He also consults with financial institutions to help develop their financial wellness strategies; has worked with various government entities focused on improving national financial literacy and wellness; consulted with the US Military to address the financial needs of its personnel; and is involved with various initiatives in the not-for-profit and charitable arena.
Kent is the author of PwC’s Annual Employee Financial Wellness Survey; a regular guest speaker at conferences across the globe; is frequently quoted in the press; and has been a key contributor to four books on financial planning.
Felicia Cheng
Felicia Cheng is a Wellbeing Benefits Program Manager at Salesforce where she is constantly exploring and seeking to understand what employees need to live healthier and happier lives. Outside of work, Felicia continues to find ways to enable people to be their best selves. Felicia is also a Co-Active Coach as well as a Lagree Fitness Instructor.
Felicia lives in San Francisco with her husband Doug.
Wendy Myers Cambor
Wendy leads Human Resources for Accenture’s Northeast Region, supporting 10,000 people in their personal and professional lives, partnering with Strategy, Consulting, Technology, Operations and Digital businesses to drive a talent strategy that supports employee experience, business growth and client innovation. Accenture, with 477,000 people globally, serves over three-quarters of the Fortune Global 500. Wendy was previously the CEO of Dolphin Lane, a hedge fund advisory firm, and held leadership positions at Morgan Stanley and Fidelity Investments. Wendy holds a BS in Engineering from Cornell University and is a Member of the Women’s Boards of Barnard College and Harvard University.
Peter Barnes
Peter Barnes has been a business and economics reporter and anchor for multiple news organizations for more than three decades, including Bloomberg Radio, Fox Business Network, CNBC and the Wall Street Journal. As an entrepreneur, he helped launch the first dot-com streaming financial news service and founded a niche book publishing company with two New York Times bestsellers to its credit. Along with his wife, Cheryl, Peter is the author of more than a dozen children's books. He is currently working as a communications consultant in Boston.
