Wednesday, November 3


11:00 AM – 11:05 AM CT
Welcome and Opening Remarks

Rob Levy, Vice President, Financial Health Network

11:05 AM – 11:25 AM CT
How Data Can Drive FinHealth Action

A timely conversation about what government and industry does – and does not – measure when assessing financial health outcomes. Join us as we discuss the importance of developing equitable measures that encompass all areas of household resilience and prosperity, and how this data could better the economic landscape.

Fiona Greig, Managing Director and Co-President, JPMorgan Chase Institute
Jennifer Tescher, President and Chief Executive Officer, Financial Health Network

11:25 AM – 12:00 PM CT
Achieving Greater Equity Through Community-Based Research

Inclusive and equitable research practices must give voice to the communities and people they study. Increasing efforts to involve and learn from communities directly has led to changes in language, methods, and outcomes. This panel will discuss power dynamics of traditional research methods and explore the evolving nature of the field.

Jessica Shakesprere, Research Analyst, Urban Institute
Sarah Treuhaft, Vice President of Research, PolicyLink
Moderator: Shaheen Hasan, Senior Manager, Target Foundation

12:00 PM – 12:20 PM CT
Taking the FinHealth Pulse of 2021

The Financial Health Pulse® provides regular updates and actionable insights about financial health in America. Using ongoing surveys and transactional data, we explore consumer trends to understand how the financial health of U.S. households is changing over time. Hear from the two lead authors of the 2021 Financial Health Pulse report (released mid-October) as they present this year’s key findings and trends on the financial health of Americans during an eventful year.

Andrew Dunn, Manager, Financial Health Network
Thea Garon, Senior Director, Financial Health Network

12:20 PM – 12:50 PM CT
From One Unprecedented Year to the Next: Insights From the Experts

Travel restrictions, stimulus checks, food bank lines, child tax credits… 2021 was full of unprecedented economic events that impacted financial health for different people and communities in vastly different ways. What does it all mean, and where is it all going? Join our panel of leading experts from across sectors as they debate 2021’s long-term impact on financial health across race, gender, geography, and more.

Tom Akana, Advisor and Research Fellow, Federal Reserve Bank of Philadelphia
Jessica Fulton, Vice President of Policy, Joint Center for Political and Economic Studies
Nicol Turner Lee, Director of the Center for Technology Innovation, Brookings Institution
Moderator: Tia Hodges, Head of Corporate Giving and Employee Volunteerism, President and Chief Executive Officer, MetLife Foundation

12:50 PM – 1:00 PM CT
Closing Remarks

Rob Levy, Vice President, Financial Health Network
Tanya Ladha, Senior Director, Financial Health Network