The Future of Innovation in Financial Literacy

April 20, 2016 // Federal Reserve Bank of Chicago

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Visa Celebrates 10th Annual Financial Literacy Summit

Visa Inc. and the Federal Reserve Bank of Chicago celebrate their 10-year partnership co-hosting the Financial Literacy Summit. The 2016 program marks a decade of Summit dialogue and an opportunity for a retrospective to discuss which financial literacy programs from around the world have made an impact and where innovation and technology is leading the industry. The event brings together global financial literacy thought leaders for the forum attended by senior international experts to address important matters in personal finance management. Register today to reserve your space at the 2016 Financial Literacy Summit. The tenth annual Financial Literacy Summit, co-hosted by the Federal Reserve Bank of Chicago and Visa Inc., brought together ...

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Visa Celebrates 10th Annual Summit

Visa Celebrates 10th Annual Summit
The 10th annual event addressed the future of innovation in financial literacy. View Video

PROGRAM

Welcome and Introduction

9:00 a.m. – 9:10 a.m.

Alejo Torres

Senior Outreach Program Manager
Federal Reserve Bank of Chicago
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Nathaniel Sillin

Head of Global Financial Education
Visa Inc.
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Keynote Speaker: The Honourable William Francis Morneau

9:10 a.m. – 9:30 a.m.
On the heels of delivering the new Liberal government's first budget, Minister Morneau will deliver keynote remarks about the importance of financial literacy to Canadians and the action the Canadian government is taking to help its citizens thrive.

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The Honourable William Francis Morneau

Minister of Finance
Government of Canada
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From Policy to Practice: Innovative Changes in Financial Education

Panel One Discussion // 9:30 a.m. – 10:40 a.m.
Innovation in technology is changing personal finance habits. The panel will discuss how these advancements are affecting financial education across the globe including government policies and educational practices.

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Moderator: Dan Kadlec

Journalist and Author
TIME and MONEY magazines
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Gail Hillebrand

Associate Director for Consumer Education and Engagement
Consumer Financial Protection Bureau
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John W. Rogers, Jr.

Ariel Investments
Chairman, CEO & Chief Investment Officer
Chair of the President's Advisory Council on Financial Capability for Young Americans
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Gil S. Beltran

Undersecretary and Chief Economist
Philippines Department of Finance
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Shu-pui Li

Designate Executive Director (Financial Infrastructure)
Hong Kong Monetary Authority (HKMA)
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Naoyuki Yoshino

Dean of the Asian Development Bank Institute (ADBI) and Professor Emeritus at Keio University View Bio

Program Showcase: Federal Reserve Bank of Chicago's Money Smart Week

10:40 a.m. – 11:00 a.m.
The centerpiece of the Federal Reserve Bank's financial education public awareness campaign is its Money Smart Week program, created in 2002. This discussion features an in depth look at a highly successful national program. Each year, Money Smart Week hosts a competition and honors a student for their personal finance essay. This portion of the program will include the announcement of the 2016 Money Smart Week winner.

Alejo Torres

Senior Outreach Program Manager
Federal Reserve Bank of Chicago
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Mario Gage

Investor Services Associate
Ariel Investments
First Money Smart Week Winner in 2004
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The Future of Financial Education

Panel Two Discussion // 11:00 a.m. – 12:15 p.m.
The way personal finances are handled is changing across the globe. Given this fundamental shift, from methods to tools, how are innovative companies and organizations building the critical foundation of personal finance knowledge citizens need to be financially healthy and make informed decisions?

Moderator: Liz Weston

Author and Personal Finance Columnist
NerdWallet
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Amias Gerety

Acting Assistant Secretary for Financial Institutions
U.S. Department of the Treasury
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Ana Pantelic

Director of Business and Partnership Development
Fundación Capital
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Jeff Cruttenden

Co-Founder
Acorns
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Ted Gonder

Co-Founder and CEO
Moneythink
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Verónica Porte Petit Anduaga

Financial Education Director Organizational Culture and Financial Education
Banamex
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Visa
© 2016 Visa All Rights Reserved Visa
Contact|Disclaimer|Privacy Policy|Terms of Use