Overcoming Barriers to Universal Financial Education

April 12, 2017 // Federal Reserve Bank of Chicago

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Visa Inc. and the Federal Reserve Bank of Chicago celebrate their 11-year partnership co-hosting the Financial Literacy Summit. The 2017 program focuses on bridging gaps and overcoming barriers to universal financial education. The Summit will explore global challenges, including the gender gap and harnessing innovation in technology to improve financial education. The event convenes senior international financial education experts from governments, the financial services industry, NGOs, the news media and academia.

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Welcome Remarks

8:00 a.m. – 8:05 a.m.

Doug Tillett

Vice President of Public Affairs
Federal Reserve Bank of Chicago
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Opening Remarks

8:05 a.m. – 8:07 a.m.

Nathaniel Sillin

Head of Global Financial Education
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Featured Speaker

8:07 a.m. – 8:15 a.m.

Doug Leighton

Head of Community Accounts
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Unique Global Challenges in Providing Equal Access to Financial Education

Session One // 8:15 a.m. – 9:00 a.m.
Access to financial education resources vary greatly globally. Governments and NGOs experience unique challenges in providing equal access as well as quality tools and programming to all ages, genders and income levels. The discussion will offer panelists the opportunity to analyze best practices and forward-looking policy regarding the issue of expanding equal access globally.

Moderator: Maya Fisher-French

Personal Finance Journalist
Maya on Money
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Vanessa Rubio-Márquez

Deputy Minister of Finance and Public Credit
Ministry of Finance and Public Credit of Mexico
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Emre Önyurt

Executive Vice Chairman
Capital Markets Board of Turkey
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Tymofiy Mylovanov

Deputy Chairman
Council of the National Bank of Ukraine
Honorary President
Kyiv School of Economics
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Federal Reserve Bank of Chicago's Money Smart Week

Session Two // Program Showcase // 9:00 a.m. – 9:20 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 2017 Money Smart Week winner.

Doug Tillett

Vice President, Public Affairs
Federal Reserve Bank of Chicago
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Bridging the Gender Gap

Session Three // 9:20 a.m. – 10:05 a.m.
Though some countries are successfully reaching women in efforts to close the gender gap, many women continue to fall behind in financial literacy. The discussion will offer panelists the opportunity to analyze why women display lower levels of financial education than men, and what can be done to empower their financial futures.

Moderator: Carmen Rita Wong

Personal Finance Author and Speaker
Co-creator and former host of CNBC's "On the Money"
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Gigi Hyland

Executive Director
National Credit Union Foundation
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Dr. Tracey Wilen

Visiting Scholar
Stanford University Media X Program
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Dr. Denise Raquel Dunning

Founder and Executive Director
Rise Up
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Susan A. Schreter

Chief Executive Officer and Entrepreneurship Educator
Start on Purpose
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Dr. Anna Zelentsova

Strategic Coordinator
Nationwide Financial Literacy Project run by the World Bank and the Ministry of Finance of Russia
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Professor Q: Discover Your Financial Power

Session Four // Program Showcase // 10:05 a.m. – 10:30 a.m.
Professor Q is a theater performance that Visa developed and launched in 2010. The program takes a popular form of entertainment and turns it into a chance to teach young people financial education concepts. The theater offers an innovative, creative method for introducing personal finance tools to children. Professor Q has been performed more than 100 times to audiences in Latin America, engaging both public and private sectors.

Harnessing Innovation to Reshape Financial Education

Session Five // 10:30 a.m. – 11:30 a.m.
Technology is poised to disrupt education as we know it. Cloud computing, wireless broadband, mobile devices and applications, and new teaching methods hold the promise to create educational experiences that are flexible, customizable and more relevant to the realities of students within and outside of the formal classroom. Learning will become more immersive and accessible. In this session, we join a diverse panel of experts at the forefront of education as they explore how new innovations and partnerships can move financial literacy into mainstream education.

Moderator: Dr. Tracey Wilen

Visiting Scholar
Stanford University Media X Program
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Ted Gonder

Co-founder and Chief Executive Officer
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Jessica Rosenworcel

Former Commissioner
Federal Communications Commission
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Jake Fuentes

Head of New Products
Capital One Consumer Bank
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Robert Pratten

Founder and Chief Executive Officer
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Karan Goel

Chief Executive Officer and Founder
GetSet Learning
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Expanding Equal Access to Financial Education Programs

Session Six // 11:30 a.m. – 12:15 p.m.
Innovative resources and tools are changing the landscape of how individuals of all ages are receiving personal finance education. Panelists will discuss the need for delivering engaging teaching resources that are accessible and will help improve the financial health of the global citizenship.

Moderator: Tim Ranzetta

Next Gen Personal Finance
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Susan Keating

President and Chief Executive Officer
National Foundation for Credit Counseling
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Dave Mooney

Chief Executive Officer
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Congressman Bill Foster

11th Congressional District of Illinois
United States House of Representatives
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Vikram Parekh

Vice President of Savings Assurance
USAA Federal Savings Bank
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Carlos Orta

Vice President of Regulatory Policy
National Banking and Securities Commission of Mexico
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Closing Remarks

12:15 p.m. – 12:30 p.m.

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