Increasing Financial Confidence

The 2022 America Saves Summit is a convening of dynamic minds brought together to discuss and collaborate on ideas, barriers, and motivations that will bring about actual change, transformation, and impact as it pertains to financial stability for the everyday American, especially the most vulnerable among us.  

Join us for Increasing Financial Confidence: How Emotions Affect Change, where America Saves will host and facilitate conversations with dynamic experts and thought leaders. Each panel will include a diverse representation that can speak to various perspectives and experiences, including government, employers, youth, the military, and individual Savers.   

The exchanges and dialogue will spark new ideas and inspire attendees to reconcile and re-evaluate how your organizations talk to and reach the people we serve and what role diversity training and your messaging play in eliciting positive emotions, moving people toward action, behavior change, and financial confidence.  

Date & Location

November 1st

Public Welfare Foundation
1200 U St NW, Washington, DC 20009
Washington, DC

Agenda

8:30 am | Coffee & Light Breakfast

9:00 am | Welcome and Introduction

• • Susan Weinstock, CEO + President, Consumer Federation of America

9:15 am | Opening Keynote: The Future of Now: Empowering Ourselves in an Era of Accelerating Change.

• Elatia Abate, World Renowned Futurist, Founder of "The Future of Now"

9:45 am | Panel I: Can Emotions Spark Behavior Change?  
We’ll discuss what emotions are often present for savers around the topic of finances, what actions are often a result of those emotions, and what role the personal finance industry can take to build financial confidence. 

• Kia McCallister-Young, Director, America Saves (Moderator)
• Billy Hensley, President and CEO, National Endowment for Financial Education
• Shannon Razsadin, President and Executive Director, Military Family Advisory Network 
  
• Carrie R. Leana, George H. Love Professor of Organizations and Management, University of Pittsburgh

15-minute Break 
 
10:45 am | Meet The Savers: A Real Conversation About Your Relationship With Money 

11:15 am | Panel II: A Look into the Savings Lifecycle 
In this panel, we’ll discuss strategies for helping savers understand the savings lifecycle and share ways to answer the often-asked question, “How do you save for competing priorities?” 

• Diedra Porché, Head of Community and Business Development, Chase Bank
• Bjorn Larson, Director of Financial Wellbeing, BCU
• Beadsie Woo, Director of Family and Youth Financial Stability, Annie E. Casey Foundation
• Krystel Spell, Manager of Military Programs, Military Saves

12:00 pm | Lunch is Served 
During lunch, we’ll highlight and have photo opportunities with the recipients of the 2022 America Saves and Military Saves Designation of Savings Excellence and the 2022 America Saves and Military Saves Savings Champions 

1: 00 pm | Midday Keynote: Increasing Financial Confidence

• Kia McCallister-Young, Director, America Saves

1:30 pm | Panel III: Rethinking How Americans Save for Emergencies 
During this panel, we’ll focus strictly on saving for emergencies despite existing barriers like inflation and the housing crisis. We’ll explore the best way to reach savers that inspire action, and the connection between saving for emergencies and saving for retirement. 

• Andree' Taylor, Senior Vice President, ESG Program Manager-Financial Stability, Bank of America Charitable Foundation (Moderator)
• Shay Cook, Financial Readiness Manager, FINRA Investor Education Foundation
• Andy Cohen, Director of the Office of Financial Readiness, Office of the Deputy Assistant Secretary of Defense
• David John, Senior Strategic Policy Advisor, AARP Public Policy Institute
• Sid Pailla, CEO + Founder, Sunny Day Fund™

2:15 pm | Meet The Savers: A New Perspective And Mindset Moving Forward 

15 Minute Break 
 
3:00 pm | Panel IV: The Real Barriers to Saving  
In this panel, we’ll discuss what internal and external barriers exist for individual savers, along with the barriers that exist for those who have a mission of helping people to save — such as employers, financial institutions, and financial professionals. 

• Carolyn Pemberton, Senior Program Manager, America Saves (Moderator)

• Sudipto Banerjee, Ph.D., VP, Retirement Thought Leadership, T. Rowe Price

• Bill Sullivan, Senior Director & Group Manager of Government & Industry Relations, Nacha
• Michelle Hammonds, Director of the Office of Financial Empowerment and Education, Department of Insurance, Securities and Banking, District of Columbia
• Matt Bahl, Vice President of Workplace Market Lead, Financial Health Network 

4:00 pm | Panel V: Instilling Inclusive Financial Confidence  
During this panel, we’ll focus on how to move from teaching financial literacy and education to helping individuals become financially confident and build a lifelong habit of savings.

• Amanda Woods, Strategic Partnership Coordinator, America Saves (Moderator)
• Michele Godfrey, AFC, AFCPE Board President
• Andia Dinesen, Executive Vice President of Communications and Operations, Association of Military Banks of America
• Additional panelist will be announced
• Annie Harper, Ph.D., Program for Recovery and Community Health, Department of Psychiatry, Yale School of Medicine

4:45 pm | Closing and Call to Action 
Our call-to-action will include specific ways your organization can collaborate and partner with America Saves toward building financial confidence, particularly for the most vulnerable populations and communities. Learn more here. 

• Kia McCallister-Young, Director, America Saves