Stanford
Institute for Economic Policy Research (SIEPR)

Teaching Personal Finance

Event Details:

Thursday, September 29, 2022

The Teaching Personal Finance conference was held at SIEPR on September 29th, 2022.  This conference is part of the Financial Freedom Initiative, which is a joint effort of GSB, Economics and SIEPR.  The Financial Freedom Initiative was funded by the Charles Schwab Foundation.  The conference was co-organized by Michael Boskin, Annamaria Lusardi and John Shoven.  People from a diverse set of colleges and universities participated including Smith College, William and Mary, Harvard, Yale, University of Central Florida, Loyola of New Orleans, Stanford, Berkeley, Arizona, Indiana, UCLA, Delaware State, and North Carolina State.  The goal of the conference was to form a community of scholars interested in teaching personal finance and financial literacy.  We also hope to increase the number of students nationwide who have access to such a course.

Schedule

Thursday, September 29, 2022

  • -

    Breakfast

  • -

    Introduction

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

  • -

    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, UC Berkeley
    Kathleen McGarry, Department of Economics, UCLA

    Moderator:
    John Shoven, Stanford University

  • -

    Coffee break

  • -

    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 at more colleges and universities.

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

    Moderator:
    Michael Boskin, Stanford University

  • -

    Session 3: Teaching Personal Finance in Small Classes

    This session will discuss courses taught in small classes, to honors students, and to female students.

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

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

  • -

    Lunch break

  • -

    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
    Robert Clark, North Carolina State University
    Melissa Hart, North Carolina State University

    Roundtable chair:
    Olivia Mitchell, The Wharton School, U Penn

  • -

    Coffee break

  • -

    Session 5: Other Experiences

    This session addresses a variety of topics including teaching personal finance in high school and the military, global initiatives on financial literacy, and learning from online teaching.

    Panelists:
    Patrick Jenkins, Financial Times, 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 at the U.S. Military
    Academy at West Point
    Peter DeMarzo, Stanford GSB

    Moderator:
    Annamaria Lusardi, The George Washington University

  • -

    Concluding Remarks

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

  • -

    Cocktail Reception

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