This one-day conference brought together researchers, practitioners, and policymakers to discuss the latest research on financial well-being using the Bureau’s Financial Well-being Scale.
| Time | Agenda | Location | Speakers |
|---|---|---|---|
| – | Registration/Security | Basement Auditorium | |
| – | Welcoming Remarks | Basement Auditorium | Andrew Duke, CFPB |
| – | Overview of CFPB’s Financial Well-Being Work (CFPB) | Basement Auditorium | Janneke Ratcliffe, Hector Ortiz, Irene Skricki, CFPB; Carly Urban, Montana State University; (Presentation slides) |
| – | Session 1: How Do Other Measures Relate to Financial Well-Being? | Basement Auditorium | Eva Nagypal, Jeremy Tobacman, CFPB; (Paper) ; (Presentation slides) ; Michael Gutter, University of Florida; (Paper) ; (Presentation slides) ; Rob Levy, Financial Health Network (Moderator) |
| – | Break | ||
| – | Session 2: How Do Employer Benefits Relate to Financial Well-Being? | Basement Auditorium | Rebecca Loya, Brandeis University; (Paper) ; (Presentation slides) ; Brian Denten, Theron Guzoto, Pew Charitable Trusts; Warren Cormier, DCIIA Retirement Research Center (Moderator) |
| – | Session 3: How Do Specific Financial Education Initiatives Relate to Financial Well-Being? | Basement Auditorium | Tim Marlowe, NORC at the University of Chicago; (Paper) ; (Presentation slides) ; Michael Dedmon, Financial Clinic; (Paper) ; (Presentation slides) ; Katherine Sauer, NEFE (Moderator) |
| – | Lunch/Keynote: Kathleen Kraninger, Director of the Consumer Financial Protection Bureau | Basement Auditorium | Kathleen Kraninger, Director, CFPB |
| – | Session 4: How Does Housing Debt Relate to the Financial Well-Being of Older Americans? | Basement Auditorium | Alexander Hermann, Joint Center for Housing Studies at Harvard University; (Paper) ; (Presentation slides) ; Cäezilia Loibl, Ohio State University; (Paper) ; (Presentation slides) ; Lauren Popham, National Council on Aging (Moderator) |
| – | Session 5: What is the Financial Well-Being of Specific Subpopulations? | Basement Auditorium | Hallie Davis, Global Financial Literacy Excellence Center at George Washington University; (Paper) ; (Presentation slides) ; Christiana Stoddard, Montana State University; (Paper) ; (Presentation slides) ; Dee Warmath, University of Georgia (Moderator) |
| – | Break | ||
| – | Session 6: How Does Financial Well-Being Change Over Time? | Basement Auditorium | Jeremy Burke, University of Southern California; (Paper) ; (Presentation slides) ; Michal Grinstein-Weiss, Washington University in St. Louis; (Paper) ; (Presentation slides) ; Genevieve Melford, Aspen Institute (Moderator) |
| – | Closing Remarks | Basement Auditorium | Janneke Ratcliffe, CFPB |
| – | Networking Session | Basement Auditorium |
