ACT Diversity and Inclusion Calendar: Financial Wellbeing | The Association of Corporate Treasurers

ACT Diversity and Inclusion Calendar: Financial Wellbeing

10 July 2019

Following on from a successful event focusing on financial wellbeing in London as part of the ACT Diversity and Inclusion Calendar, we will be running this event in Birmingham to provide even more treasury professionals with advice to help them make better-informed decisions, before going into a wider discussion about the importance of a wellbeing strategy and the impact on the treasury function.

Despite the consequences and challenges when lacking, financial wellbeing is still often overlooked in organisations. This coupled with a shortage of financial education people receive before entering the world of work means that attaining financial wellbeing is more challenging.

Large corporates need to be mindful of this knowledge gap, with it being addressed as part of a wider wellbeing strategy aimed at looking after the workforce because not doing so lends itself to a lack of productivity and a less successful team.



Day 1
18:00 Registration and networking


Chair’s opening remarks

Caroline Stockmann, Chief Executive, ACT

18:35 Keynote address

Our keynote address will open with a talk providing advice for treasury professionals to make good financial decisions while highlighting the importance of financial wellbeing.

Gavin Marshall, Lead Wellbeing Consultant, HSBC

Panel discussion and Q&A

  • The importance of a wellbeing strategy for large corporates
  • All-in-one: the importance of including physical, mental and financial wellbeing in your wider strategy
  • The impact of a lack of wellbeing on the treasury function
  • The changing world: as wellbeing gains more exposure, why are people becoming less well

Steve Reay, Head of Financial Wellbeing & Employee Banking Solutions, HSBC

Darren Laverty, Financial Wellbeing Strategist, Author, Speaker and Employee Benefits Consultant, Secondsight

Dr Paul Litchfield, Chair, What Works Centre for Wellbeing

Moderator: Caroline Stockmann, Chief Executive, ACT

20:00 Closing remarks

Caroline Stockmann, Chief Executive, ACT


Networking and drinks reception
21:30 Close




1 Centenary Square, Birmingham B1 1HQ


This event has passed

The ACT Diversity and Inclusion Calendar: Financial Wellbeing event took place on 10 July in Birmingham, UK. To view upcoming ACT events, click on the link below.

This event is free to attend


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