Spring Coordinators Meeting 2015 Agenda

For travel reimbursement details, click here.

Tuesday, April 14 Dinner
6 p.m. to 8 p.m.
Ping Pong Dim Sum
1 Dupont Circle, NW

Wednesday, April 15 Meeting  
9:30 a.m. to 3:30 p.m.
Investment Company Institute
1401 H Street NW, Washington DC, David Silver Conference Room, 12th Floor

ICI’s security rules require that you be escorted by elevator to our meeting room. Please plan to arrive a bit earlier on Wednesday morning to allow for this. ICI will allow guests to enter the meeting room after 9:00 a.m.

9:15 a.m. – 9:30 a.m. Breakfast
9:30 a.m. – 10:00 a.m.

Opening and Introductions

Nancy Register, Director, America Saves, and Associate Director, Consumer Federation of America

10:00 a.m. – 10:45 a.m.

America Saves Week 2015

Stephen Brobeck, Executive Director, Consumer Federation of America

Katie Bryan, Communications Director, America Saves/Consumer Federation of America

James Lander, Director, Military Saves

10:45 a.m.  – 11:30 a.m. Financial Education Resources

Irene Skricki, Senior Financial Education Program Analyst, Office of Financial Education, Division of Consumer Education and Engagement, Consumer Financial Protection Bureau

11:30 a.m. – 11:45 a.m. Break
11:45 a.m.– 12:30 p.m.

Saver Pledge Strategies and Website Tips

Nancy Register

James Lander

Tammy Greynolds, Communications Coordinator, America Saves

12:30 p.m. – 1:00 p.m. Lunch
1:00 p.m. – 1:45 p.m. MyRA

Andrea Ambriz, Director of Policy and Strategic Engagement, myRA Program, US Department of the Treasury

1:45 p.m. – 2:00 p.m.

Break
2:00 p.m. – 2:45 p.m. Americans’ Financial Security: Results of Two Recent Studies

Clinton Key, Research Manager, The Pew Charitable Trusts

2:45 p.m. – 3:15 p.m. First-time Worker Focus Group Findings

George Barany, Director of Financial Education, Consumer Federation of America/America Saves

3:15 p.m. – 3:30 p.m. Wrap Up 

Tip of the Day

  • Written by Administrator2 | January 15, 2014

    Are you looking for an effective way to establish a budget? Beginning on the first day of a new month, get a receipt for everything you purchase. Stack and review receipts at the end of the month, and you will clearly be able to see where your money is going. http://ow.ly/sj972

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