CAAB

Investing in People, Strengthening Communities

Information on the America Saves 2015 National Savings Forum

The National Savings Forum is presented by the Consumer Federation of America, Aspen Institute, Initiative on Financial Security, Bank of America, Cities for Financial Empowerment Fund, Credit Union National Association, Doorways to Dreams, CFED, Investment Company Institute, National Credit Union Foundation, New America, and the Pew Charitable Trusts

Information on the America Saves 2015 National Savings Forum


Registration

To register, please visit http://www.americasaves.org/washington-dc

 

Current Program

 

Breakfast & Networking

8:30am - 9:00am 

 

Welcome & Opening Remarks

9:00am - 9:30am

 

Workplace Savings  

9:30am -10:45am

 

Workplace savings has been a focus of America Saves since the launch of the campaign over ten years ago.  There are compelling reasons for this.  Research from a variety of sources as well as information from individual savers shows that employers who offer direct deposit and facilitate automatic savings substantially improve the financial health and well being of their employees.  This panel will explore how employers are supporting successful saving with products and services that assist workplace saving for non-retirement goals, and promising innovations that provide the opportunity for young workers to create a life-long habit of saving in the workplace.

 

Moderator:

George Barany, Director of Financial Education

Consumer Federation of America

 

Panelists:

Tim Flacke, Executive Director

Doorways to Dreams (D2D) Fund

 

Leigh Brady, EVP, Organizational Development

State Employees’ Credit Union (NC)

 

Laura Scherler, Director of Income Capacity Building

United Way

 

Jacob Dumez, Manager, Policy and Partnerships

San Francisco Office of Financial Empowerment

 

Sarah Newcomb, Behavioral Researcher

HelloWallet

 

Break

10:45am - 11:00am

 

Homeownership Savings & Affordable Housing

11:00am - 12:15pm 

 

For more than 70 years, homeownership was considered the cornerstone of the American Dream. Not only did it provide a sense of accomplishment, self-esteem, and pride, it was the most substantial and reliable source of savings for the typical American family. Since the Great Recession and collapse of housing market, however, the value of owning a home has come into question, particularly within the public policy area. Yet, in spite of increased skepticism about the value of owning, the overwhelming majority of adults continue to view homeownership as a worthwhile goal.  This panel will discuss several aspects of the role that savings plays in owning a home and more specifically the Millenials’ view of homeownership. 

 

Moderator:

James H. Carr, Senior Fellow

Center for American Progress

 

Panelists:

Patricia A. McCoy, Liberty Mutual Insurance Professor

Boston College Law School

 

Marietta Rodriguez, Vice President, National Homeownership Programs

NeighborWorks

 

Andrew Downin, Innovation Director

Filene Research Institute
 

Gary Acosta, Co-Founder & CEO

The National Association of Hispanic Real Estate Professionals

 

Don Graves, Executive Director of the President's Council on Jobs and Competitiveness

White House

 

Luncheon & Keynote

12:15pm - 1:30pm 

 

Speaker:

Honorable Thomas Curry, Comptroller

Comptroller of the Currency

 

Retirement Savings 

1:30pm - 2:45pm 

 

More and more Americans are challenged to effectively and efficiently save for retirement and have to navigate an increasingly complex financial services field.  The panel will discuss products, programs, policies, and services to meet these challenges, ones that are particularly difficult for low to moderate income households.  Panelists from government and the private sector will share their solutions for dealing with these complex issues.  The discussion will also focus on how to specifically encourage retirement savings by Millennials. 

 

Moderator:

Dallas Salisbury, President and CEO

Employee Benefit Research Institute

 

Panelists:

Melissa Koide, Deputy Assistant Secretary for Consumer Policy

U.S. Department of Treasury

 

Ida Rademacher, Executive Director, Initiative on Financial Security 

Aspen Institute

 

Courtney Eccles, Policy Director

Woodstock Institute

 

Bennett Kleinberg, Vice President

Prudential Retirement

 

Wrap-Up & Call to Action 

2:45pm - 3:00pm

 

How to give

Now, more than ever, non-profits like Capital Area Asset Builders (CAAB) need your help. Please support CAAB as we continue to help DC residents manage and/or improve their financial situation during these difficult times. If you can't afford to give a monetary gift, please visit our Amazon Wish List where you can choose from a variety of items that CAAB needs in order to better serve our community.

or send a check or money order to
Capital Area Asset Builders (CAAB)
c/o Joseph Leitmann-Santa Cruz, CEO & Executive Director
1100 H Street NW, Suite 200
Washington, DC 20005