Agenda
- A. Welcome and Opening Remarks
Laura Levine, President and CEO.
Corey Carlisle, Jump$tart National Board Chairman. - B. Current Issues in Investor Education: Crypto-Assets, ESG, and Social and Digital Communication
Presentation by Owen Donley, Chief Counsel, Office of Investor Education and Advocacy, United States Securities and Exchange Commission. - C. Break
- D. Panel: The Road to Financial Inclusion
- Thomas Foley, Executive Director, National Disability Institute;
- Creating an Inclusive Environment for Your Financial
Education Program
- Creating an Inclusive Environment for Your Financial
- Monica Mitchell, Vice President, Social Impact, Wells Fargo Foundation;
- Stefanie Steward-Young, Senior Vice President, Chief Corporate Social Responsibility Officer, Fifth Third Bank;
- Jinhee Kim, Ph.D., Professor and Assistant Director, Family & Consumer Sciences Program Leader, University of Maryland at College Park (Moderator).
- Thomas Foley, Executive Director, National Disability Institute;
- E. Group Discussions: Sharing Jump$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. - F. Announcements and Conclusion