Stanford University

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- 2022

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Conference Organizers

Michael J. Boskin

Stanford University

Michael J. Boskin

Michael J. Boskin is the Tully M. Friedman Professor of Economics and Wohlford Family Hoover Institution Senior Fellow at Stanford University. He served as Chairman of the President's Council of Economic Advisers from 1989 to 1993 and chaired the Commission on the CPI a few years later. He started a new course for Stanford, with John Shoven, Introduction to Making Financial Decisions, three years ago.

Annamaria Lusardi

Stanford University

Annamaria Lusardi

Annamaria Lusardi is University Professor of Economics and Accountancy at the George Washington University (GW). Moreover, she is the founder and academic director of the Global Financial Literacy Excellence Center (GFLEC) and the co-chair of the G53 Financial Literacy and Personal Finance Research Network (G53 Network). She has been teaching personal finance to both undergraduate and graduate students at GW since 2013.

John B. Shoven

Stanford University

John B. Shoven

John B. Shoven is the Charles Schwab Professor of Economics Emeritus at Stanford University. He directed SIEPR for 20 years and also served as the Chairman of the Stanford Economics Department and the Dean of the School of Humanities and Sciences. He taught a finance course to undergraduates for many years and is currently teaching a personal finance course jointly with Michael Boskin.

Dean of Stanford GSB

Jonathan Levin

Stanford GSB

Jonathan Levin

Jonathan Levin is the Philip H. Knight Professor and Dean of the Stanford Graduate School of Business. He is an economist with interests in industrial organization, market design and the economics of technology. He has been a professor at Stanford for more than twenty years, and previously served as Chair of Stanford’s Department of Economics. He has received many recognitions for teaching and research, including the American Economic Association’s John Bates Clark Medal.

Panelists and Moderators

Vickie Bajtelsmit

Colorado State University

Vickie Bajtelsmit

Vickie Bajtelsmit is Professor Emerita at Colorado State University where she was on the faculty from 1991-2021. She developed and taught the personal finance course for many years and was successful in getting the course approved as a component of the All University Core Curriculum. She is the author of Personal Finance 2d ed. (2020, John Wiley and Sons), and chaired the Writing Committee for the National Standards for Personal Finance Education co-sponsored by the Jumpstart Coalition and the Council for Economic Education.

Gustavo Barboza

Loyola University New Orleans

Gustavo Barboza

Dr. Gustavo A. Barboza-Rodriguez is a Full Professor and the Jack and Vada Reynolds Endowed Chair of International Business at the College of Business, Loyola University New Orleans. He has conducted research in topics related to financial literacy, personal finance, and micro credit for over 20 years. Recently, he started a Personal Finance course for the honors program at Loyola University in the Spring 2022.

James Choi

Yale School of Management

James Choi

James Choi is Professor of Finance at the Yale School of Management. He is a two-time recipient of the TIAA Paul A. Samuelson Award for outstanding scholarly writing on lifelong financial security. He teaches an MBA personal finance course that is open to undergraduate students.

John Y. Campbell

Harvard University

John Y. Campbell

John Y. Campbell is the Morton L. and Carole S. Olshan Professor of Economics at Harvard University. He has served on the board of the Harvard endowment and as chair of the Harvard economics department. He has a research agenda in household finance and has recently developed a personal finance course for Harvard undergraduates with no previous exposure to economics.

Robert Clark

Poole College of Management,
North Carolina State University

Robert Clark

Robert Clark is Professor of Economics and Professor of Management, Innovation, and Entrepreneurship, Poole College of Management, North Carolina State University. His research has included studies of the effectiveness of financial education and retirement planning programs at major corporations.

Nandita Das

Delaware State University

Nandita Das

Nandita Das is the Professor of Finance and Director of the Financial Literacy Institute (FLi) at Delaware State University. She is also the founder/owner of Das Financial Health. She has been teaching Personal Finance and Investments since 2004.

Peter DeMarzo

Stanford GSB

Peter DeMarzo

Prof. Peter DeMarzo is the John G. McDonald Professor of Finance and Faculty Director for LEAD, Stanford's flagship online business program. He is former president of the American Finance Association and coauthor of the textbooks, Corporate Finance and Fundamentals of Corporate Finance.

Joseph Fitter

Kelley School of Business
Indiana University

Joseph Fitter

Joe Fitter is a Senior lecturer in Finance at the Kelley School of Business at Indiana University, teaching a wide range of corporate finance, investments, and personal finance courses. Prof. Fitter is a second-career educator, having spent the first 3 decades prior as an executive and CFO in the semiconductor industry in a wide range of financial leadership roles in USA, Japan, Taiwan, Philippines and China. Teaching immersive experiential content at the Kelley is Fitter's passion - this includes teaching personal finance at both the undergrad and graduate level. He co-developed a personal finance course for graduate students in 2015 that continues to draw high enrollment.

Paul P. Gregg

University of Central Florida

Paul P. Gregg

Paul Gregg is an Executive in Residence and Sr. Instructor at the University of Central Florida. Since joining UCF in 2002, over 16,000 students from all majors have taken his Personal Finance & Investments class. He also teaches undergraduate and graduate level corporate finance classes. Between 2015 and 2017, he served as the interim chair of the Department of Finance and the Dr. Phillips School of Real Estate.

Mr. Gregg started his career with Price Waterhouse. He was a senior audit manager prior to joining Consolidated Natural Gas Co., where he was a Sr. Vice President and CFO of their oil and gas exploration subsidiary. After CNG was acquired by Dominion Energy, Mr. Gregg joined Road Runner High Speed Online, where he was a Senior Vice President until its dissolution related to the AOL/Time Warner and AT&T/Media One mergers.

Mr. Gregg has a B.S.B.A. degree (summa cum laude) and an M.S.A. from UCF and is a Florida CPA. Mr. Gregg is a 2004 inductee into the UCF College of Business Hall of Fame and was the FMA Finance Professor of the Year in 2007 and in 2013. He also serves on the UCF Foundation and the Dr. Phillips Charities Investment Advisory Committees.

Melissa Hart

Poole College of Management
North Carolina State University

Melissa Hart

Melissa Hart teaches undergraduate corporate and personal finance courses at the Poole College of Management at N.C. State University. She is a co-author of two best-selling textbooks, Personal Finance, 14th edition and Focus on Personal Finance, 7th edition. She was also appointed by the North Carolina Governor to serve on the Financial Literacy Council for North Carolina.

Patrick Jenkins

Financial Times

Patrick Jenkins

Patrick Jenkins is Deputy Editor of the Financial Times and Chair of the FT's Financial Literacy and Inclusion Campaign. Before his appointment, Patrick served as financial editor for over five years, shaping FT’s overall financial coverage and managing several teams, including banking, markets and Lex. Patrick joined the FT in 1998 and reported for FT Money and UK companies. He has been Frankfurt correspondent, Companies editor and Banking editor.

Bento J. Lobo

The University of Tennessee-Chattanooga

Bento J. Lobo

Bento J. Lobo is the UC Foundation and First Tennessee Bank Distinguished Professor of Finance in the Gary W. Rollins College of Business at the University of Tennessee-Chattanooga. He teaches Finance courses at the senior undergraduate, MBA and Executive MBA levels. As the Department Head of Finance and Economics, he was instrumental in introducing Personal Finance in the General Education curriculum and as a minor for non-finance students.

Mahnaz Mahdavi

Smith College

Mahnaz Mahdavi

Mahnaz Mahdavi is Professor of Economics and currently serves as chair of the Economics Department, Faculty Director of the Global Finance Concentration, 2012-22, and Financial Literacy Faculty Advisor, at Smith College. She is the Founding Director of the Center for Women and Financial Independence, 2001-2017. She designed financial literacy courses and workshops for undergraduate women.

Kathleen McGarry

University of California,
Los Angeles

Kathleen McGarry

Kathleen McGarry Professor and Vice Chair in the Department of Economics at the University of California, Los Angeles and serves as Chair of the University of California, system-wide Committee on Planning and Budget. From 2013-2017 she was Chair of the Department of Economics and also served previously as a Senior Economist at the President’s Council of Economic Advisers. She has taught Public Finance to undergraduates and recently developed a new course in financial literacy jointly with Professor Bill Simon, piloting the course with small groups of students in preparation for a large lecture course.

Margaret Miller

World Bank

Margaret Miller

Margaret Miller is a financial sector development expert whose work has focused on how information affects outcomes in financial markets around the world. During her career of more than 25 years at the World Bank, Margaret led work on credit reporting, responsible financial inclusion and financial capability. Margaret was recognized at the World Bank for her innovative work to use entertainment education to reach development goals including to strengthen financial literacy and capability.

Olivia S. Mitchell

Wharton School of the
University of Pennsylvania

Olivia S. Mitchell

Dr. Olivia S. Mitchell is the International Foundation of Employee Benefit Plans Professor; Professor of Insurance/Risk Management and Business Economics/Policy; Executive Director of the Pension Research Council; and Director of the Boettner Center on Pensions and Retirement Research; all at the Wharton School of the University of Pennsylvania. Dr. Mitchell is also Research Associate at the NBER; Independent Director on the Allspring Mutual Fund Boards; Co-Investigator for the HRS at the University of Michigan; and Executive Board member for the Michigan Retirement Research Center. She also serves on the Advisory Committee of the Retirement and Saving Institute at the HEC Montreal and recently was Vice President of the American Economic Association. Professor Mitchell’s research focuses on pensions, risk management, financial literacy, household finance, and public finance. For additional information, please see: https://bepp.wharton.upenn.edu/profile/719/

Terrance Odean

Haas School of Business,
University of California, Berkeley

Terrance Odean

Terrance Odean is the Rudd Family Foundation of Finance at the Haas School of Business, University of California, Berkeley. His research focuses on the behavior of individual investors. He currently teaches personal finance to undergraduate and graduate students.

Tim Ranzetta

Next Gen Personal Finance
(NGPF)

Tim Ranzetta

Tim is co-founder of the non-profit Next Gen Personal Finance (NGPF), the leading provider of financial education curriculum and professional development. NGPF's mission is to guarantee that all high school students by the year 2030 take a personal finance course prior to crossing that graduation stage (#Mission2030). He earned a B.S, degree in Commerce from the University of Virginia and an M.B.A. from Stanford Graduate School of Business.

William Skimmyhorn

Raymond A. Mason School of Business
William and Mary

William Skimmyhorn

William Skimmyhorn is an Associate Professor of Economics and Finance at the Raymond A. Mason School of Business at William and Mary. He previously served as the Deputy Director and Long-Term Research Coordinator for the U.S. Army Office of Economic and Manpower Analysis as part of a military career. He has taught personal finance to students at West Point and William and Mary and researched the efficacy of financial education in a variety of settings, with a primary goal of helping people avoid the many financial mistakes he has made.

Michael Staten

College of Agriculture and Life Sciences
University of Arizona

Michael Staten

Dr. Michael E. Staten is the Bart Cardon Associate Dean for Academic Programs and Professor of Agricultural and Resource Economics in the University of Arizona’s College of Agriculture and Life Sciences. From 2007 to 2017 he also served as director of the UA’s Take Charge America Institute for Consumer Financial Education and Research (TCAI). He was co-author of the Council for Economic Education’s national standards for Personal Finance (2012) and has taught courses on Retail Financial Services as well as Consumer Financial Behavior since 2008.

Timothy Taylor

Journal of Economic Perspectives

Timothy Taylor

Timothy Taylor has been Managing Editor of the Journal of Economic Perspectives for 36 years. He is senior contributing author of the freely available Principles of Economics textbook published by OpenStax, and has won student-voted awards for teaching introductory economics at Stanford University and the University of Minnesota. He blogs at conversableeconomist.com.

Participants

Angela Amarillas Stanford University

Daniel Brent The Pennsylvania State University

Marina Catallozzi Barnard College

Casey Cortese Charles Schwab Foundation

Elisabeth Curtis Dartmouth

Kristine Dixon Charles Schwab

Brendan Duebner Wharton School of the University of Pennsylvania

Exequiel Ganding Stanford University

Gopi Shah Goda Stanford University

Michelle Heeseman Stanford University

Danial Khan Stanford University

Jacob Light Stanford University

Victoria Ligon The University of Arizona

Cindy Mazow Stanford University

Sanjay Mehta Sam Houston State University

Gary Mottola FINRA Investor Education Foundation

John Nauss TIAA

Joshua Rauh Stanford University

Gregory Rosston Stanford University

Carrie Schwab-Pomerantz Charles Schwab Foundation

Jason Scott JS Consulting

Joyce Serido University of Minnesota

Christyna Serrano Stanford University

Micky Sharif Stanford University

Kathy Sharp Stanford alumna

Hersh Shefrin Santa Clara University

Meir Statman Santa Clara University

Denise Streeter Howard University

Kelly Takahashi Stanford University

Garrett Te Kolste Stanford University

Curtis Telemaque Howard University

Daniel Walton Uber

John Watson Stanford University

Justin Willow Stanford University

Tansel Yilmazer The Ohio State University

Administration

Stacey Mason Stanford University

People

Click on each photo to get more information. Conference Organizers

Dean of Stanford GSB

Panelists and Moderators

Participants

Administration

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Conference Organizers