Leveraging Tax Time To Build Financial Capability

Research Evidence and Policy Directions

Join New America as it bring together leaders from philanthropy, government, policy, practice, and academia to review the latest research findings and future directions on using tax time as a catalyst for household financial capability.

Panels will focus on saving among low-income populations, brick-and-mortar tax-time saving pilots like the SaveUSA initiative, the groundbreaking Refund to Savings experiment, and how to scale innovations. Participants will gain insights on cutting edge research and practice, the implications for public policy, and discuss the future of financial capability in America.

Confirmed speakers include:

Dan Ariely, Duke University

Ray Boshara, Federal Reserve Bank of St. Louis

Michal Grinstein-Weiss, Washington University in St. Louis

Gayle Hamilton, MDRC

Gail Hillebrand
, Consumer Financial Protection Bureau

Clinton Key
, Pew Charitable Trusts

Justin King
, New America

Melissa Koide
, U.S. Department of the Treasury

Ezra Levin
, Corporation for Enterprise Development

Sarah Halpern-Meekin
, University of Wisconsin - Madison

Jonathan Mintz
, The Cities for Financial Empowerment Fund

Rachel Schneider
, Center for Financial Services Innovation

David Williams, Intuit, Inc.

Note: You must register in advance and arrive with a photo ID to gain entry to the Federal Reserve.

This event is convened and made possible with support by: