By chance I sat next Lisa Massena at a recent forum on the future of retirement savings. Lisa launched OregonSaves, the original state Auto IRA that has become the template for twelve other states and more to come. Lisa is now the COO of Defined Contribution Institutional Investment Association (DCIIA), which has been conducting great […]
Conferences
5 Takeaways from EMERGE Financial Health 2022
I will confess – I was a lurker in the Financial Health Network community, voraciously reading its Pulse reports and research articles (even back in its day as CFSI). I knew that the EMERGE conference was the place to be to take in and share what I’ve come across the last decade. Needless to say […]
Check out “Saving for Now, Later, and a Lifetime: A Summit on the Foundational Role of Liquid Savings”
Aspen Institute’s Financial Security Program hosted an insightful summit on June 16, 2021. Alongside Fiona Greig of JPMorgan Chase Institute, Jo Phillips of Nest Insight, and Katherine Lucas McKay of Aspen FSP, I participated as a panelist in the summit highlighting how policy, partners like employers, and product can unlock tremendous value for all. Below […]
Fintech Generations: Serving the Underbanked
What does it mean to be “underbanked” and who are they? Beyond banking, how should we think about those that are financially underserved? CEO Sid Pailla speaks in this session Understanding the Underbanked at Fintech Generations 2021. Check out the preview and the video below: This panel will explore our country’s underbanked population and the […]
