529s and Child Savings Accounts: New Strategies To Promote Savings and Development for America's Children
October 7-8, 2015
This event provided insights and lessons on how organizations can begin, improve or expand a 529 or CSA program. Leading experts from around the U.S. discussed the latest research, program, funding and account-structure ideas in this rapidly growing field.
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October 7
Welcoming Remarks
- Ray Boshara, Director, Center for Household Financial Stability, Federal Reserve Bank of St. Louis
- Michael Sherraden, Director, Center for Social Development, Washington University in St. Louis
- Clint Zweifel, Treasurer, State of Missouri
- Tishaura Jones, Treasurer, City of St. Louis
October 8
Welcome
- James Bullard, President and CEO, Federal Reserve Bank of St. Louis
Video
Invited Perspectives on Child Accounts
- Rev. Starsky Wilson, Co-Chair, Ferguson Commission
Video
- Louisa M. Quittman, Director, Financial Education, Office of Consumer Policy, U.S. Department of the Treasury
Video
- Olivia Calderon, Senior Strategist, Special Populations, Office of Financial Empowerment, Consumer Financial Protection Bureau
Video
Lessons from Research: What's the Impact of Child Accounts?
- Trina R. Shanks, Associate Professor of Social Work, School of Social Work, University of Michigan
Video
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Presentation Slides (pdf)
- Jin Huang, Assistant Professor, School of Social Work, Saint Louis University
Video
- William Elliott, Director, Center on Assets, Education, and Inclusion, School of Social Welfare, The University of Kansas
Video
- Panel Discussion Moderator: Ray Boshara, Director, Center for Household Financial Stability, Federal Reserve Bank of St. Louis
Video
- Q&A Session
Video
Child Savings Accounts / Financial Institutions
- Ernestine Bilbrew, Mississippi Community Financial Access Coalition
Video
- Jose Cisneros, Treasurer, City and County of San Francisco / Kindergarten to College
Video
- Shira Markoff, Associate Director, Savings & Financial Capability, CFED
Video
- Lisa Locke, Senior Community Development Specialist, Federal Reserve Bank of St. Louis–Louisville Branch
Video
- Panel Discussion Moderator: Anthony Poore, Deputy Director, Community Development and Financial Institution Outreach, Federal Reserve Bank of Boston
Video:
Part One
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Part Two
Presentation Slides (pdf)
- Q&A Session
Video
Discussion: The Future of Child Accounts
- Kilolo Kijakazi, Director, Integrated Financial Coaching Project, Urban Institute
Video
- Justin King, Policy Director, Asset Building Program, New America
Video
- Moderator/Panelist: Michael Sherraden, Director, Center for Social Development, Washington University in St. Louis
Video
- Q&A Session
Video
Child Development Accounts / 529 College Savings Plans
- Gloria Brainsby, Financial Advising Manager, Beyond Housing
Video
- Clint Kugler, Chief Executive Officer, Wabash County YMCA / Promise Indiana
Video
- Linda English, Nevada Deputy State Treasurer for College Savings / Nevada College Kick Start Program
Video
- Lynne Ward, Executive Director, Utah Educational Savings Plan
Video
- Panel Discussion Moderator: Margaret Clancy, Policy Director and College Savings Initiative Director, Center for Social Development, Washington University in St. Louis
Video
- Q&A Session
Video
Growing Your Child Account Program: Funding and Policy Opportunities
- Benita Melton, Program Officer, Pathways to Opportunity, Charles Stewart Mott Foundation
Video
- Colleen Quint, President & CEO, Alfond Scholarship Foundation / Harold Alfond College Challenge
Video
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Presentation Slides (pdf)
- Carl Rist, Director of Children’s Savings and Senior Advisor–Asset-Building, CFED
Video
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Presentation Slides (pdf)
- Joe Antolin, Director, Asset Funders Network
Video
- Moderator: Teresa Cheeks Wilson, Senior Community Development Specialist, Federal Reserve Bank of St. Louis–Memphis Branch
Video
- Q&A Session
Video
