Meeting Details

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PSCA Webcast - The State of Financial Wellness in America Through the Lens of Black and Brown Employees (On-Demand)
1.00 NAPAR
June 6, 2023 To June 6, 2024
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Recorded Webcast
1.00 NAPA Relevant Topic
1.00 NTSA
1.00 PSCA Relevant Topic
0.75 SHRM

The data is clear. Across the country, racial wealth and financial wellness gaps are significant. While there is much work to do to close these gaps, the good news is that solutions proven to be effective are available to committed employers.

Join Liz Davidson, founder and CEO of Financial Finesse, the leading independent provider of holistic financial wellness coaching as an employee benefit, and experts from OfColor, a Black-owned financial wellness provider centered on employees of color, for a conversation on financial stress in America focused on the experience of Black and brown employees.

Davidson will share insights from her firm’s recently released Workplace Financial Wellness in America report, including the findings of one large-scale study tracking the impact of tailored programming and coaching for Black and Hispanic Employee Resource Groups, which resulted in a 25% decrease in participants reporting high levels of financial stress and a 23% increase in employees who are considered financially resilient. OfColor will highlight how culturally relevant coaching tailored to the minority money experience supercharges results for both employees and employers.

About the Speaker
Liz Davidson is a financial education expert and the founder and CEO of Financial Finesse, the nation’s leading provider of unbiased financial wellness coaching as an employee benefit. Financial Finesse helps millions of people build stronger financial futures for themselves and their families. She is the author of Money Strong: Your Guide to a Life Free of Financial Worries and What Your Financial Advisor Isn’t Telling You: The 10 Essential Truths You Need to Know About Your Money, and the host of the podcast Financial Wellness at Work. She lives in California with her husband, son, two cats, and four dogs.

Yemi Rose is the founder and CEO of OfColor. Through its digital financial wellness platform, OfColor supports workers of color with fintech saving and budgeting tools, in-person financial coaching and therapy, and expert financial literacy content produced by a team that understands their lived experience. Yemi has spent almost two decades at the intersection of financial services and communications focused on financial wellness, most recently as Vice President of Financial Wellness Enterprise Initiatives in Prudential Financials’ Global Communications group. In that role, he led the development of Prudential’s “Financial Wellness Census” research project, as well as “The Cut,” which focused on underserved consumers. He writes and speaks extensively on the racial wealth gap, and his writings on the subject have been published in Fast Company, Business Insider, Time Magazine, Black Enterprise, TechCrunch, BenefitsPro, The Root, Blavity, Employee Benefits News, and After beginning his career as a Capital Markets Intelligence Associate for Thomson Financial, Yemi served as an Investor Relations Director for several top-tier financial communications agencies before moving to in-house roles. He has served as a senior executive at KPMG and BlackRock Inc., where he helped them maximize the value of their acquisitions and fintech ventures. Yemi holds a bachelor's and master’s degree from Cornell University. He was born and raised in Jamaica, and now lives with his wife and two daughters in Maplewood, New Jersey.

Participant Information
Each attendee/viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.

Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date.

Recordings are available one week after the live webcast takes place.

  • List Price: Free


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