Events 2016 Financial Behaviors Events Financial Capability Events Financial Inclusion Events

Leveraging Tax Time to Build Financial Capability: Research Evidence and Policy Directions

Date: February 22, 2016 from 11am to 5pm
Location: Federal Reserve Bank of New York

Convened by the Cities for Financial Empowerment Fund, the Center for Social Development at Washington University in St. Louis, New America, and the Federal Reserve Bank of New York

Sponsored by JP Morgan Chase Foundation and the Intuit Tax and Financial Center

Registration, networking & appetizers until 11:35 am

Leveraging Tax Time to Build Financial Capability: Research Evidence and Policy Directions will bring together leaders from philanthropy, government, policy, practice, and academia to review the latest research findings and future directions on using tax time as a catalyst for household financial capability.

Panels will focus on saving among low-income populations, brick-and-mortar tax-time saving pilots like the SaveUSA initiative, the groundbreaking Refund to Savings experiment, and how to scale innovations. Participants will learn about cutting edge research and practice, the implications for public policy, and discuss the future of financial capability in America.

The event will feature distinguished panelists and moderators from across the country. Confirmed speakers include:

Dan Ariely, Duke University
Ray Boshara, Federal Reserve Bank of St. Louis
Michal Grinstein-Weiss, Washington University in St. Louis
Gayle Hamilton, MDRC
Gail Hillebrand, Consumer Financial Protection Bureau
Clinton Key, Pew Charitable Trusts
Justin King, New America
Melissa Koide, U.S. Department of the Treasury
Ezra Levin, CFED
Sarah Halpern-Meekin, University of Wisconsin-Madison
Jonathan Mintz, The Cities for Financial Empowerment Fund
Rachel Schneider, Center for Financial Services Innovation
David Williams, Intuit, Inc.