1. A. Welcome and Opening Remarks
    Laura Levine
    , President and CEO.
    Corey Carlisle, Jump$tart National Board Chairman.
  2. B. Current Issues in Investor Education: Crypto-Assets, ESG, and Social and Digital Communication
    Presentation by Owen Donley, Chief Counsel, Office of Investor Education and Advocacy, United States Securities and Exchange Commission.
  3. C. Break
  4. D. Panel: The Road to Financial Inclusion
    • Thomas Foley, Executive Director, National Disability Institute;
    • Monica Mitchell, Vice President, Social Impact, Wells Fargo Foundation;
    • Stefanie Steward-Young, Senior Vice President, Chief Corporate Social Responsibility Officer, Fifth Third Bank;
    • Jinhee Kim, Ph.D., Professor and Assistant Director, Family & Consumer Sciences Program Leader, University of Maryland at College Park (Moderator).
  5. E. Group Discussions: Sharing Jump$tart Partner Initiatives
    John Doyle
    , Partner, Doyle McDonald, LLC, will facilitate discussion groups with Partners and State Coalition Leaders to share current financial literacy efforts and collaborate on ways to increase financial inclusion.
  6. F. Announcements and Conclusion 
2022 Jump$tart Annual Awards Luncheon will begin at 12:30 p.m. in Regency Room A.

Presenter Bios

Share your thoughts and images from the September 1 events on social media.  Tag @NatlJumpStart (Twitter and Facebook) with hashtags: #FinancialSmartsForStudents and #FinancialLiteracy.

There is still room for more  exhibitors at the Jump$tart National Educator Conference, November 4 – 6, 2022 in Atlanta — but register soon, the exhibit hall is almost full! Details at

“One of the most valuable things about Jump$tart is its ability to bring together a wide range of constituents interested in financial literacy. Whether you’re big or small, government or for-profit, or academic … Jump$tart represents all of us.”

- Ted Beck - Former CEO & President National Endowment for Financial Education