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CFPB Financial Well-being Research Conference

This one-day conference brought together researchers, practitioners, and policymakers to discuss the latest research on financial well-being using the Bureau’s Financial Well-being Scale.


Washington, DC

CFPB Headquarters 1700 G Street NW Auditorium Washington, DC 20552



Time Agenda Location Speakers
Registration/Security Basement Auditorium
Welcoming Remarks Basement Auditorium Andrew Duke, CFPB
Overview of CFPB’s Financial Well-Being Work (CFPB) Basement Auditorium Janneke Ratcliffe, Hector Ortiz, Irene Skricki, CFPB; Carly Urban, Montana State University; (Presentation slides)
Session 1: How Do Other Measures Relate to Financial Well-Being? Basement Auditorium Eva Nagypal, Jeremy Tobacman, CFPB; (Paper) ; (Presentation slides) ; Michael Gutter, University of Florida; (Paper) ; (Presentation slides) ; Rob Levy, Financial Health Network (Moderator)
Session 2: How Do Employer Benefits Relate to Financial Well-Being? Basement Auditorium Rebecca Loya, Brandeis University; (Paper) ; (Presentation slides) ; Brian Denten, Theron Guzoto, Pew Charitable Trusts; Warren Cormier, DCIIA Retirement Research Center (Moderator)
Session 3: How Do Specific Financial Education Initiatives Relate to Financial Well-Being? Basement Auditorium Tim Marlowe, NORC at the University of Chicago; (Paper) ; (Presentation slides) ; Michael Dedmon, Financial Clinic; (Paper) ; (Presentation slides) ; Katherine Sauer, NEFE (Moderator)
Lunch/Keynote: Kathleen Kraninger, Director of the Consumer Financial Protection Bureau Basement Auditorium Kathleen Kraninger, Director, CFPB
Session 4: How Does Housing Debt Relate to the Financial Well-Being of Older Americans? Basement Auditorium Alexander Hermann, Joint Center for Housing Studies at Harvard University; (Paper) ; (Presentation slides) ; Cäezilia Loibl, Ohio State University; (Paper) ; (Presentation slides) ; Lauren Popham, National Council on Aging (Moderator)
Session 5: What is the Financial Well-Being of Specific Subpopulations? Basement Auditorium Hallie Davis, Global Financial Literacy Excellence Center at George Washington University; (Paper) ; (Presentation slides) ; Christiana Stoddard, Montana State University; (Paper) ; (Presentation slides) ; Dee Warmath, University of Georgia (Moderator)
Session 6: How Does Financial Well-Being Change Over Time? Basement Auditorium Jeremy Burke, University of Southern California; (Paper) ; (Presentation slides) ; Michal Grinstein-Weiss, Washington University in St. Louis; (Paper) ; (Presentation slides) ; Genevieve Melford, Aspen Institute (Moderator)
Closing Remarks Basement Auditorium Janneke Ratcliffe, CFPB
Networking Session Basement Auditorium