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
Public Welfare Foundation 1200 U St NW, Washington, DC 20009 Washington, DC
IMPORTANT FOR IN-PERSON ATTENDEES:
America Saves and CFA will be following the Covid Policy mandated by the Public Welfare Foundation.
"Anyone entering the building must be fully vaccinated and proof of vaccination will be verified by our front desk security. Fully vaccinated meaning either 1 J&J or 2 shots of Pfizer or Moderna. Proof of vaccination can be the actual card or a photocopy. NO Exceptions. Mask must be always worn outside of the event areas meaning entering the building, lobby areas, elevator, and restrooms. Mask may only be removed inside the event space."
8:30 am | Coffee & Light Breakfast
9:00 am | Welcome and Introduction
SusanWeinstock, 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
KrystelSpell, 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
1:30 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
Resources from the Speakers
Access services will be provided upon request. Please notify CFA (firstname.lastname@example.org) if these services are needed.
The America Saves Summit is made possible by the generous support of: