The America Saves Summit: Building Financial Stability in Unstable Times

The America Saves Summit: Building Financial Stability in Unstable Times will address head-on the pervasive financial instability for so many Americans. Join us for discussions with representatives from the government, private industry, financial services, the military, and the nonprofit sector. We will explore the varied financial landscape and concrete actions taken to address racial inequity and the Coronavirus pandemic. Additionally, America Saves will translate to its partners the insights and barriers explored during our direct-to-consumer Town Hall series. On the second day of the Summit, virtual attendees will hear from more experts in the field as we build a roadmap to targeting specific populations and how to promote saving in unstable times.


Agenda

December 2nd and 3rd | 12noon - 1:30 pm Eastern

Check back with us regularly as we update our agenda

Wednesday, December 2nd

  • 12:00 pm Welcome and opening remarks 
    • Jack Gillis, Director CFA; 
    • George Barany, Director, America Saves
  • 12:07 pm Roundtable: What are the barriers to promoting savings in unstable times?
    • Findings from AS Town Halls | Kia Young, AS Director of Communications
    • The Financial Landscape | Sarah Godlewski, Wisconsin State Treasurer
    • Perspectives from Financial coaches & Counselors | Rebecca Wiggins, Director AFCPE
    • Military Community | Shannon Razsadin, Director of Military Family Advisory Network (MFAN)
    • Consumer Debt & Savings | Bruce McClary, Vice President of Communications NFCC
  • 12:47 pm COVID-19, Racial Inequities, and Financial Stability: Confronting disproportionate impact
    • JPMorgan Chase | Nicole Sanchez, Head of Unbanked/Underbanked and Mass Segments
    • Bank of America | Christian Bohmfalk, Senior Vice President, Savings Executive
    • Veterans Affairs Administration | Joe Gurney, Senior Advisor, Fiscal Stewardship to the Under Secretary for Benefits
    • National Disability Institute | Michael Roush, Director, Center for Disability-Inclusive Community Development (CDICD)
  • 1:17 pm Call to Action from the Youth Perspective
    • Amelia O’Rourke-Owens, America Saves, Director, Youth Financial Capability, 
    • Imani Joseph, One Summer Chicago Youth Intern 
  • 1:25 pm Setting the Stage for Action, Closing Remarks

Thursday, December 3rd

  • 12:00 pm   Welcome and Opening remarks 
    • George Barany, Director, America Saves
  • 12:02 pm Building Financial Stability: Saving Automatically
    • Hiring our Heroes | Brian Alvarado, Deputy Director
    • Prudential | Harry Dalessio, Head of Institutional Retirement Plan Services
    • Navy Federal Credit Union | Jaspreet Chawla, Senior Vice President of Savings Products
    • FDIC | Emerson Hall, Associate Director of the FDIC’s Division of Depositor and Consumer Protection   
    • Bank of America| Bill Van Veen, Savings Product Executive
  • 12:32 pm Roadmap to Financial Stability
    • Carolyn Pemberton, Senior Program Manager, America Saves
    • Employee Loan Solutions | Doug Farry, Executive Vice President, Employee Loan Solutions
    • DailyPay | Matthew Kopko, Vice President of Public Policy
    • Durham Children’s Initiative | Julie Wells, Vice President of Strategy
  • 1:01 pm Building Financial Stability Together: Actions for 2021
    • America Saves Week
    • Military Saves Month
    • Highlights: Opportunities to partner for resources, events, etc.
  • 1:26 pm Closing remarks
    • George Barany, Director, America Saves

 

Tip of the Day

  • Written by Katie Bryan | December 23, 2013

    Tip to Save During the Holidays: Decide how much you can spend. http://ow.ly/pX9nu via @Bankrate

Saver Tips and Stories View all »

Taking Steps Toward Financial Fitness

Written by Tammy G. Bruzon | November 7, 2014

Nicky Vasquez learned about Virginia Saves when she attended her first class with Bank On Virginia Beach. The instructor shared how important it was to have a written savings goal, and the entire class joined Virginia Saves as the first step toward financial fitness.

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Meet Esmeralda: 2019 SaveYourRefund Grand Prize Winner

Written by Lindsay Ferguson | June 4, 2019

“I have a goal, and I am going to achieve that goal.” 2019 SaveYourRefund Grand Prize Winner Esmeralda says that savings has always been about achieving self-sufficiency amidst tremendous adversity. “It’s hard to pay myself first,” says Esmeralda, particularly when you have to anticipate emergency expenses like a broken down car.

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Jump-Starting a Financial Makeover

Written by Katie Bryan | October 28, 2013

Nichelle Johnson, a single mom with two teenage children, knows what it’s like to stretch a dollar. When she moved back to Virginia Beach in 2008, she provided for her family with just a part-time library position.

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