The pandemic has ignited a global economic crisis that is devastating individuals and families, and leading to large-scale impacts on business and economic prosperity generally. Deeply rooted inequalities compounded by the pandemic now put societal stability at further risk. That these issues must be addressed is a given; the question is how to find solutions that result in an inclusive recovery, ensuring improvements for all.
To ensure that new policies, regulations, and programs are effectively designed and implemented, decision makers must understand the financial situation of the groups they aim to help; the outcomes of other policies, regulations, and programs; and the research on these topics, including research on financial behaviors. In the Connecting to Reimagine: Money & COVID-19 series, you will have the opportunity to connect with and learn from the experiences of thought leaders from the public, private, and academic sectors. What you learn will support your policy or programmatic work and expand your understanding of how other decision makers are handling problems arising from the pandemic.
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The presenters will be drawn from GFLEC’s global network of thought leaders. Attendees will have the opportunity to exchange ideas and discuss policies and solutions during the Q&A portion of the program. The webinars will occur monthly and each will be 45 minutes in length. This Connecting to Reimagine initiative is born of GFLEC’s leadership in the field of financial literacy and personal finance. We aim to bring together decision makers and thought leaders from various sectors to exchange knowledge and experience, with the ultimate shared vision of improving the financial well-being of people around the world. |
Connecting to Reimagine: Money & COVID-19 will offer:
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The academic research about helping individuals and families become more financially knowledgeable and more financially resilient
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The insights that presenters gained from their programs and policies implemented during a pandemic
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Discussions about policies and programs that organizations might implement to help those who have been economically impacted by the pandemic
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The ways to empower individuals to manage their money during COVID-19 and beyond
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Insights into the myriad financial impacts of this crisis on individuals and families globally, including the disproportionate effects on certain demographic groups
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An assessment of the successes and shortcomings of selected financial interventions
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Following each of the Connecting to Reimagine webinars, participants will be provided with GFLEC’s research relating to the webinar topic, as well as any presenter-provided resources.
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Decision makers in policy and regulatory spheres working to improve financial security and financial well-being
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For-profit and non-profit leaders promoting the financial health of clients, employees, or targeted social impact groups
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Leaders from the private sector who advocate for public policies that impact financial well-being
Selection of Topics for Upcoming Webinars
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Optimizing National Strategies for Financial Education
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Crafting Policies that Address Inequality in Saving, Wealth, and Economic Opportunities
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Investor Knowledge and Behaviors in Times of Crisis
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Increasing Financial Knowledge for Better Rebuilding
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Designing an Inclusive Recovery
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Millennials: Buttressing a Generation at Risk
Professor Annamaria Lusardi
Founder and Academic Director, GFLEC
University Professor of Economics and Accountancy, The George Washington University
Director, Italian Financial Education Committee
Annamaria Lusardi is University Professor of Economics and Accountancy at the George Washington University School of Business (GWSB). Moreover, she is the founder and academic director of GWSB’s Global Financial Literacy Excellence Center (GFLEC). Previously, she was the Joel Z. and Susan Hyatt Professor of Economics at Dartmouth College, where she taught for twenty years. She has also taught at Princeton University, the University of Chicago Harris School of Public Policy, the University of Chicago Booth School of Business, and Columbia Business School. From January to June 2008, she was a visiting scholar at Harvard Business School. She holds a Ph.D. in Economics from Princeton University and a BA from Bocconi University in Italy.
Dr. Lusardi has also won numerous research and other awards. The more recent ones include giving the Kahneman Lecture at the annual meeting of economic psychology and behavioral economics, the 2018 Ketchum Prize from FINRA Investor Education Foundation, the 2018 Oscar and Shoshana Trachtenberg Prize for Faculty Scholarship, the 2017 Skandia Research Award on Long-Term Savings (awarded in Sweden), the 2015 Financial Literacy Award from the International Federation of Finance Museums (awarded in China), the 2014 William A. Forbes Public Awareness Award from the Council for Economic Education, the 2013 William E. Odom Visionary Leadership Award from the Jump$tart Coalition for Personal Financial Literacy, and the National Numeracy Network’s inaugural 2012 Steen Award. Moreover, she is the recipient of the 2007 Fidelity Pyramid Prize, an award to authors of published applied research that best helps address the goal of improving lifelong financial well-being for Americans. She also received an honorary degree of Doctor of Science (Economics and Business Administration) from the University of Vaasa in Finland. In 2019, she was included in the Forbes list of the 100 successful women in Italy.
Dr. Lusardi chaired the Programme for International Student Assessment (PISA)’s Financial Literacy Expert Group. She also chairs the OECD/International Network on Financial Education’s Research Committee. In 2009, she served as a faculty advisor for the Office of Financial Education of the U.S. Treasury. In August 2017, she was appointed Director of the Financial Education Committee in charge of designing the national strategy for financial literacy in Italy.
Professor Annamaria Lusardi
Founder and Academic Director, GFLEC
University Professor of Economics and Accountancy, The George Washington University
Director, Italian Financial Education Committee
Annamaria Lusardi is University Professor of Economics and Accountancy at the George Washington University School of Business (GWSB). Moreover, she is the founder and academic director of GWSB’s Global Financial Literacy Excellence Center (GFLEC). Previously, she was the Joel Z. and Susan Hyatt Professor of Economics at Dartmouth College, where she taught for twenty years. She has also taught at Princeton University, the University of Chicago Harris School of Public Policy, the University of Chicago Booth School of Business, and Columbia Business School. From January to June 2008, she was a visiting scholar at Harvard Business School. She holds a Ph.D. in Economics from Princeton University and a BA from Bocconi University in Italy.
Dr. Lusardi has also won numerous research and other awards. The more recent ones include giving the Kahneman Lecture at the annual meeting of economic psychology and behavioral economics, the 2018 Ketchum Prize from FINRA Investor Education Foundation, the 2018 Oscar and Shoshana Trachtenberg Prize for Faculty Scholarship, the 2017 Skandia Research Award on Long-Term Savings (awarded in Sweden), the 2015 Financial Literacy Award from the International Federation of Finance Museums (awarded in China), the 2014 William A. Forbes Public Awareness Award from the Council for Economic Education, the 2013 William E. Odom Visionary Leadership Award from the Jump$tart Coalition for Personal Financial Literacy, and the National Numeracy Network’s inaugural 2012 Steen Award. Moreover, she is the recipient of the 2007 Fidelity Pyramid Prize, an award to authors of published applied research that best helps address the goal of improving lifelong financial well-being for Americans. She also received an honorary degree of Doctor of Science (Economics and Business Administration) from the University of Vaasa in Finland. In 2019, she was included in the Forbes list of the 100 successful women in Italy.
Dr. Lusardi chaired the Programme for International Student Assessment (PISA)’s Financial Literacy Expert Group. She also chairs the OECD/International Network on Financial Education’s Research Committee. In 2009, she served as a faculty advisor for the Office of Financial Education of the U.S. Treasury. In August 2017, she was appointed Director of the Financial Education Committee in charge of designing the national strategy for financial literacy in Italy.
Nicoletta Zappatini
Managing Director, StormHarbour Securities
Member, GFLEC Advisory Council
Nicoletta Zappatini is Partner and Managing Director at StormHarbour Securities in London. She joined the American boutique investment bank in 2013 and is responsible for Origination of Growth Capital and Special Situations transactions for European clients in Real Estate, Infrastructure/Renewable Energy and Structured Finance. She is also the interface with global institutional investors involved in the energy transition via ESG/Impact funds.
She held several senior roles in Corporate Finance and Securitisation/Debt Capital Markets at Credit Agricole-Corporate and Investment Bank and Citigroup in London between 2009 and 2012. She started as a Credit Analyst in 1987 at Citibank in Milan and did run the Italian Project and Export Finance unit of the American financial institution in the nineties.
During her career she arranged more than Euro 15 billion of financings for projects in Europe and in Emerging Markets and received several awards for the ground-breaking completion of transactions in new asset classes or countries.
She is a founding member of the Advisory Council of GFLEC, the Global Financial Literacy Excellence Centre at George Washington University School of Business in Washington and a member of the EDHEC Infrastructure Hub in Singapore.
She is an honours graduate at L.Bocconi University in Milan and did attend the post-graduate International Finance course at Citicorp/NYU in 1988.
Professor Annamaria Lusardi
Founder and Academic Director, GFLEC
University Professor of Economics and Accountancy, The George Washington University
Director, Italian Financial Education Committee
Annamaria Lusardi is University Professor of Economics and Accountancy at the George Washington University School of Business (GWSB). Moreover, she is the founder and academic director of GWSB’s Global Financial Literacy Excellence Center (GFLEC). Previously, she was the Joel Z. and Susan Hyatt Professor of Economics at Dartmouth College, where she taught for twenty years. She has also taught at Princeton University, the University of Chicago Harris School of Public Policy, the University of Chicago Booth School of Business, and Columbia Business School. From January to June 2008, she was a visiting scholar at Harvard Business School. She holds a Ph.D. in Economics from Princeton University and a BA from Bocconi University in Italy.
Dr. Lusardi has also won numerous research and other awards. The more recent ones include giving the Kahneman Lecture at the annual meeting of economic psychology and behavioral economics, the 2018 Ketchum Prize from FINRA Investor Education Foundation, the 2018 Oscar and Shoshana Trachtenberg Prize for Faculty Scholarship, the 2017 Skandia Research Award on Long-Term Savings (awarded in Sweden), the 2015 Financial Literacy Award from the International Federation of Finance Museums (awarded in China), the 2014 William A. Forbes Public Awareness Award from the Council for Economic Education, the 2013 William E. Odom Visionary Leadership Award from the Jump$tart Coalition for Personal Financial Literacy, and the National Numeracy Network’s inaugural 2012 Steen Award. Moreover, she is the recipient of the 2007 Fidelity Pyramid Prize, an award to authors of published applied research that best helps address the goal of improving lifelong financial well-being for Americans. She also received an honorary degree of Doctor of Science (Economics and Business Administration) from the University of Vaasa in Finland. In 2019, she was included in the Forbes list of the 100 successful women in Italy.
Dr. Lusardi chaired the Programme for International Student Assessment (PISA)’s Financial Literacy Expert Group. She also chairs the OECD/International Network on Financial Education’s Research Committee. In 2009, she served as a faculty advisor for the Office of Financial Education of the U.S. Treasury. In August 2017, she was appointed Director of the Financial Education Committee in charge of designing the national strategy for financial literacy in Italy.
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We thank Steve Kamp for his philanthropic support of
Connecting to Reimagine: Money & COVID-19.X
Sponsorship Opportunity
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