Asset Building Events Financial Capability Events Events 2018 Financial Inclusion Events

Third Convening on Financial Capability & Asset Building

Date: January 10, 2018 – January 11, 2018
Location: CASE, 1307 New York Avenue, NW, Washington, DC 


Wednesday Agenda

11:00    Registration

11:30-12:15   Lunch

12:15-12:30 Welcome from Rick Barth; Jodi Jacobson Frey; Margaret Sherraden introduces Ray Boshara

12:30-1:30 Speaker:  Ray Boshara, senior advisor and director of the Center for Household Financial Stability at the Federal Reserve Bank of St. Louis

1:30-4:30   Panel Presentations

Building FCAB Evidence through Existing and New Data Sources

1:30 – 2:15 Panel 1: A Snapshot of FCAB Research: Cross-Sectional Data Sets
•   Moderator: Julie Birkenmaier
•   SCF : Jeff Larrimore
•   FINRA: Gary Mottola and Christine Callahan

2:15 – 3:30 Panel 2: FCAB Over Time: Longitudinal Data Sets
•   Moderator: Jodi Jacobson Frey
•   SIPP: Haksoon Ahn 
•   PSID: Jin Huang (with Terri Friedline and David Rothwell) 
•   HRS: Karen Zurlo

3:30 – 4:00 Break

4:00 – 5:00 Panel 3: FCAB Across the Globe: International and Mixed Data Sets
•   Moderator: Margaret Sherraden
   FINDEX: David Rothwell 
•   Services Mapping Project: Terri Friedline and Mat Despard 

5:00 – 5:30 Panel 4: A Sneak Peek into the Future of FCAB Research: Emerging Data Sets
•   Moderator: Jin Huang
   CFPB: Gen Melford / PowerPoint
•   Community Advantage Program Database: Mat Despard

5:30   Wrap-up for the day and Dinner announcement

Thursday Agenda

8:309:10 Breakfast

9:109:15 Welcome from Jin Huang and Introduction of keynote speaker

9:159:45  Keynote speaker: Charles Lewis, PhD, Director, Congressional Research Institute for Social Work and Policy (CRISP)

9:4511:00 Working groups

11:0011:30 Reporting back and Q&A

11:30Noon adjournment