Agenda 2024

TEACHING PERSONAL FINANCE: LOOKING AHEAD

September 26, 2024

6:00 to 8:30 PM | Reception and dinner
Speaker: Isabelle Hau (Stanford Accelerator for Learning) | Presentation

September 27, 2024

8:30 to 9:00 AM PT | Registration and breakfast

9:00 to 9:15 AM PT | Introductory Remarks
Peter DeMarzo, Interim Dean, Stanford Graduate School of Business

9:15 to 10:15 AM PT | Keynote Address: How Technology is Changing Personal Finance
Speaker: Tim Chen, Founder and CEO, NerdWallet
Moderators: Peter DeMarzo and John Shoven, Stanford University Department of Economics and Stanford Institute for Economic Policy Research (SIEPR)

10:15 to 10:45 AM PT | Break

10:45 to 11:30 AM PT | Updates about New Courses and Experiences from Teaching Personal Finance
Speakers: Representatives from Ivy Leagues to community colleges
Moderator: Michael Boskin, Stanford University Department of Economics and Hoover Institution

11:30 AM to 12:30 PM PT | Mortgages and the Housing Market
Speaker: Greg Buchak, Stanford Graduate School of Business (GSB) | Presentation
Moderator: Andrew Jack, Financial Times, Global Education Editor

12:30 to 1:30 PM PT | Lunch

1:30 to 2:30 PM PT | Personal Finance for the Military and ROTC students
Speakers: Jill Harris, U.S. Air Force Academy | Presentation
Nicholas Sougiannis, U.S. Naval Academy
Jim Walker, U.S. Military Academy
Moderator: David Evetts, President, The USAA Educational Foundation

2:30 to 2:50 PM PT | Break

2.50 to 3.50 PM PT | Tools to Teach Personal Finance
Speakers:  Diane Chen, The Institute for Consumer Money Management | Presentation
Cindy Mazow, Stanford GSB | Presentation
Diego Mendez-Carbajo, Federal Reserve Bank of St. Louis | Presentation
Moderator: Terrance Odean, Berkeley Haas | Presentation

3:50 to 4:00 PM PT | Concluding Remarks
Michael Boskin, Annamaria Lusardi, and John Shoven