Stanford
Institute for Economic Policy Research (SIEPR)

2024 Teaching Personal Finance Conference

Event Details:

Thursday, September 26, 2024 - Friday, September 27, 2024

Location

John A. and Cynthia Fry Gunn Building
366 Galvez Street
Stanford, CA 94305
United States

Contact

SIEPR Events Team

This event is open to:

By Invitation Only

The 3rd annual Teaching Personal Finance Conference will be held on Friday, September 27, 2024 at the Stanford Institute for Economic Policy Research. This program is organized by Professors Michael Boskin, John Shoven, and Annamaria Lusardi. There will be talks on important topics, including how technology is changing personal finance, mortgages and the housing market, tools to teach personal finance, and more. There will also be time for group discussions and to share ideas. The preliminary program and any updates are available on the event webpage. 

Watch Thursday's Recording

Watch Friday's Recording

Schedule

Thursday, September 26, 2024

  • 6:00pm - 8:30pm PDT

    Reception and Dinner

    • 6:00 PM - 6:30 PM Reception
    • 6:30 PM - 8:30 PM Dinner 
      • Dinner Keynote Isabelle Hau, Stanford Accelerator for Learning

Friday, September 27, 2024

  • 8:30am - 9:00am PDT

    Registration and Breakfast

  • 9:00am - 9:15am PDT

    Introductory Remarks

    • Peter DeMarzo, Interim Dean, Stanford Graduate School of Business
  • 9:15am - 10:15am PDT

    Keynote Address: How Technology is Changing Personal Finance

    • Tim Chen, Founder and CEO, NerdWallet
      • Moderated By: Peter DeMarzo Stanford University Department of Economics and Stanford Institute for Economic Policy Research (SIEPR)
      • Moderated By: John Shoven, Stanford University Department of Economics and Stanford Institute for Economic Policy Research (SIEPR)
  • 10:15am - 10:45am PDT

    Break

  • 10:45am - 11:30am PDT

    Updates about New Courses and Experiences from Teaching Personal Finance

    • Representatives from Ivy Leagues to community colleges 
      • Moderated By:  Michael Boskin, Stanford University Department of Economics and Hoover Institution
  • 11:30am - 12:30pm PDT

    Mortgages and the Housing Market

    • Greg Buchak, Stanford Graduate School of Business (GSB)
      • Moderated By: Annamaria Lusardi, Stanford University, Initiative for Financial Decision-Making
  • 12:30pm - 1:30pm PDT

    Lunch

  • 1:30pm - 2:30pm PDT

    Personal Finance for the Military and ROTC Students

    • Jill Harris (U.S. Air Force Academy), Nicholas Sougiannis (U.S. Naval Academy), and Jim Walker (U.S. Military Academy)
      • Moderated By:  David Evetts, President, The USAA Educational Foundation
  • 2:30pm - 2:50pm PDT

    Break

  • 2:50pm - 3:50pm PDT

    Tools to Teach Personal Finance

    • Diane Chen, The Institute for Consumer Money Management
    • Cynthia Mazow, Stanford Graduate School of Business (GSB)
    • Diego Mendez-Carbajo, Federal Reserve Bank of St. Louis
      • Moderated By: Terrance Odean, Haas School of Business, University of California Berkeley
  • 3:50pm - 4:00pm PDT

    Concluding Remarks

    • Michael Boskin, Stanford University Department of Economics and Hoover Institution
    • Annamaria Lusardi, Stanford University, Initiative for Financial Decision-Making
    • John Shoven, Stanford University Department of Economics and Stanford Institute for Economic Policy Research (SIEPR)

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