Agenda and Bios

Workshop Location:  The Pyle Center Auditorium (702 Langdon Street Madison, WI)

June 5, 2012

8:30 -9:45am – Roundtable 1: What did we Learn from the Financial Literacy Research Consortium?

10:00-11:30am – New Frontiers in Retirement Research

11:45am-1:00pm:  Invited Lecture: Financial Decision Making Research Across Disciplines

1:30-2:45pm – New Frontiers Assets, Debt and Well-Being Research

3:00-4:45pm – Roundtable 2: Who is Vulnerable? Targeting Financial Capability

5:00 -7:00pm – Sponsored Reception and Graduate Student Poster Session

Generous Sponsor of the Workshop Reception


June 6, 2012

8:30-9:45am – Roundtable 3: Where is the Data on Financial Capability?

10:00-11:30 – New Frontiers in Behaviorally-Informed Financial Products& Services

11:45:   Invited Lecture:  The Wisconsin Department of Justice – Consumer Protection 

1:00-2:15pm – New Frontiers in Financial Advice and Counseling

2:15-3:30pm –   Roundtable 4:  What Important Policy Issues for Financial Capability Lay Ahead?

Agenda Details 

Roundtable 1: Lessons from the Financial Literacy Research Consortium

Anna Maria Lusardi, George Washington University

J. Michael Collins, UW-Madison

Steve Sass, Boston College

Chair: Ted Beck, NEFE

New Frontiers in Retirement Research

John Karl Scholz, UW-Madison

Norma Coe, Boston College

Robert Clark, North Carolina State University

Discussant: Mike Francis, Francis Investment Counsel

Chair: Tom Deliere , UW-Madison

Invited Lecture: Financial Decision Making Research Across Disciplines –
John Lynch, Colorado University Leeds School of Business

New Frontiers Assets, Debt and Well-Being Research

Rachel Dwyer, Ohio State University

Min Zhan, University of Illinois

Thomas Shapiro, Brandeis University

Discussant:  Rebecca Rouse, IPA

Chair:  Lonnie Berger, UW-Madison

Roundtable 2: Who is Vulnerable? Targeting Financial Capability

Jodi Jacobson, University of Maryland

Walton Schalick, UW-Madison

Diana Elliott, Pew Economic Mobility Project

Mary Dupont, State of Delaware

Chair: Tim Smeeding, UW Madison

Roundtable 3: Financial Capability Data

Angela Hung, RAND

Karen Holden, UW-Madison

Rachel Schneider, CFSI, Financial Diaries Project 

Gary Mottola, FINRA

Chair: John Stevenson, UW Survey Center

New Frontiers in Behaviorally-Informed Financial Products & Services

Justin Sydnor, UW-Madison

Eric Johnson, Columbia School of Business

Michal Grinstein-Weiss, UNC/Washington University CFAD

Discussant: Josh Wright, IDEAS42

Chair: Anya Savikhin, UW-Madison

New Frontiers in Financial Advice and Counseling

Stephanie Moulton, The Ohio State University

Angela Hung, RAND

Michael Staten, University of Arizona

Discussant: Max Schmieser, Federal Reserve Board

Chair: Jeffrey Russell, Dean of UW Continuing Studies

Invited Lecture: The Wisconsin Department of Justice – Consumer Protection Assistant Attorney General John Greene

Roundtable 4: New Frontiers in Financial Capability Policy

Genevieve Melford, CFPB

Louisa Quittman, U.S. Department of the Treasury

Ida Rademacher, CFED

Chair: J. Michael Collins, UW-Madison

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