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.

View event photos »

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 | 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 | 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 | Presentation Slides (pdf)

  • Carl Rist, Director of Children’s Savings and Senior Advisor–Asset-Building, CFED
    Video | 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

Contact Us:
Media Contact:
Laura Taylor
314-444-8783
laura.taylor@stls.frb.org

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