Teaching Personal Finance Inaugural Conference

Thursday, September 29, 2022

• 8:30am - 9:00am PDT

  Introduction

  Welcome remarks from Jonathan Levin, Dean of Stanford GSB 
  Introductory remarks from Michael J. Boskin, John Shoven, and Annamaria Lusardi

• 9:00am - 10:00am PDT

  Session 1: New Courses in Personal Finance

  This session will discuss recently started courses, the initial responses these courses received, and plans for the future.

  Panelists:
  John Campbell, Department of Economics, Harvard University
  James Choi, Yale School of Management
  Terrance Odean, Haas School of Business, University of California, Berkeley
  Kathleen McGarry, Department of Economics, University of California, Los Angeles

  Moderator: John Shoven, Stanford University

• 10:30am - 11:30am PDT

  Session 2: Teaching Personal Finance in Medium and Large Classes

  This session will discuss courses taught in medium/large classes, the experience over time from these courses, and how we can extend teaching personal finance to a large number of students and college/university-wide.

  Panelists:
  Michael Staten, College of Agriculture and Life Sciences, The University of Arizona
  Joseph Fitter, Kelley School of Business, Indiana University
  Paul Gregg, College of Business, University of Central Florida

  Moderator: Michael J. Boskin, Stanford University

• 11:45am - 12:45pm PDT

  Session 3: Teaching Personal Finance in Small Classes

  This session will discuss courses taught in small classes and to honor students and how we can extend the experience to many students.

  Panelists:
  Gustavo Barbosa, College of Business, Loyola University New Orleans
  Bento Lobo, Gary W. Rollins College of Business, The University of Tennessee at Chattanooga
  Mahnaz Mahdavi, Smith College

  Moderator: Timothy Taylor, Managing Editor, Journal of Economic Perspectives

• 1:45pm - 2:45pm PDT

  Session 4: Sharing Insights from Teaching Personal Finance

  This roundtable will discuss insights from courses taught to a diverse group of students. We will also hear from authors who wrote textbooks on personal finance.

  Roundtable panelists:
  Nandita Das, Delaware State University
  Vickie Bajtelsmit, College of Business, Colorado State University
  Melissa Hart, North Carolina State University
  Robert Clark, North Carolina State University 

  Roundtable chair: Olivia Mitchell, The Wharton School, University of Pennsylvania

• 3:15pm - 4:15pm PDT

  Session 5: Other Experiences

  This session will share insights from teaching personal finance in high school and the military and from global initiatives on financial literacy.

  Panelists:
  Peter DeMarzo, Stanford GSB
  Patrick Jenkins, Financial Times and FT Financial Literacy and Inclusion Campaign
  Tim Ranzetta, Next Gen Personal Finance
  Margaret Miller, The World Bank
  William Skimmyhorn, College of William and Mary, formerly from U.S. Military Academy at West Point

  Moderator: Annamaria Lusardi, The George Washington University

• 4:45pm - 5:00pm PDT

  Concluding Remarks

  Concluding remarks from Michael J. Boskin, Annamaria Lusardi, and John Shoven