With the financial world becoming increasingly more complex for individuals and families to navigate, financial literacy is becoming even more critical. From understanding budgeting and debt management to saving and investing for the future, consumers have an overwhelming number of choices. Employer-offered financial wellness programs, venture-backed fintech startups, and incumbent institutions all offer various forms of financial literacy. In this session, we will explore the key elements of financial literacy, the socioeconomic impacts on financial literacy, and explore some of the key players offering solutions in the market.
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Moderator:Dax HillChief Operating Officer, Vanguard Fintech VenturesSenior Manager, Fintech Strategies Group, VanguardOver the course of 20 years, Dax has held a variety of roles, including co-founding two startups, managing global programs , people leadership, investment banking and consulting. Dax is currently the Chief Operating Officer of Vanguard Fintech Ventures and a Senior Manager at Vanguard's Fintech Strategies Group.Prior to joining the Fintech Group, she served as the co-lead of the Investment Management Development Program, where she supervised key program initiatives and oversaw the development of the organization’s future leaders and experts. She was also a founding member of Vanguard Innovation Studio where she performed significant research in areas including the gig and freelance economies and investigated a wide range of FinTech topics utilizing Design Thinking, Lean Startup, and Agile methodology.In her free time, Dax likes to visit her hometown of Brooklyn, New York, produce music with her teenage son, and collaborate with her sister and co-founder on an Edtech startup to bring VR technology to underserved areas of New York City. Dax has a post-baccalaureate degree from Columbia University, as well as a B.S. in computer science and an M.S. in management from LIU. She is also an AWS Certified Cloud Practitioner, as well as a LUMA Certified Design Thinking Instructor and Facilitator.Speakers:Tina HayCEONapkin FinanceTina Hay is the Founder and CEO of Napkin Finance (www.napkinfinance.com), a visual guide to money. A strong believer in financial literacy, Tina created Napkin Finance to be a platform for users of all ages to learn about finance in a simple and engaging way. She is also the author of the bestselling book, Napkin Finance: Build Your Wealth in 30 Seconds or Less, which The New York Times hailed as “the best financial primer in years.”
Tina has become a trusted resource, speaker, and advisor to numerous companies and platforms that are seeking to empower their readers. She has been featured on The Today Show, CNBC, Forbes, The New York Times, and The Washington Post, for her financial insights and unique perspectives on the power of visual learning.
In addition to producing its own publications, tools, and content, Napkin Finance partners with select brands throughout the financial services industry to develop unique educational resources for customers, including with JP Morgan Chase, UBS, AARP and
U.S. Bank, among others. The company’s content reaches over 80 million people in the US and abroad through its multifaceted distribution channels.
As a philanthropic venture with a focus on financial empowerment, the company also provides pro bono content to non-profits, schools, and universities, working with Michelle Obama’s Better Make Room initiative and the U.S. Olympic Committee, among others.Tina holds a BA from UCLA and an MBA from Harvard University.
Joe SaariFounder & ChairmanFinancial Fitness Group
Joe Saari is the Founder and Chairman of the Financial Fitness Group (FFG). Joe has dedicated his career to helping individuals improve their financial well-being. A well-known thought leader, who has been featured on CNBC, CNN, and Bloomberg TV, Joe brings over 20 years of experience as an academic, innovator, and leader in the field of financial wellness. He has served on the Governor’s Task Force on Financial Literacy and won numerous awards for his leadership in over 10 years of research and innovation in financial well-being. Before starting Financial Fitness Group, Saari was a faculty member at the University of Wisconsin.Tanya Van CourtFounder & CEOGoalsetter
Tanya Van Court is the founder and CEO of Goalsetter, an award-winning innovative mobile banking and investment platform dedicated to closing the wealth gap in America through financial literacy tools that empower K-12 students and their families.Created in 2016, Goalsetter’s vision and mission is to provide every kid in America with a path to financial freedom and an opportunity to build generational wealth.
In 2021, Goalsetter exploded onto the fintech space with the launch of its Drafted campaign, a Black History Month initiative focused on getting one million Black and Brown kids saving and investing. Drafted garnered support and investment from some of the country’s most prominent financial institutions, business leaders, organizations, brands, athletes, and celebrities, bringing to the forefront the conversation of the economic inequities that are hindering progress for American families and making it one of the fastest growing fintech apps in America. As a result. Tanya and Goalsetter’s mission have been featured in prominent outlets across the country, including New York Times, Today Show, CNBC, TechCrunch, NBC News, FOX Business, AfroTech, Yahoo Finance, and many others.Additionally, her work with Goalsetter has earned her a place on the 2021 Ebony Power 100 list and the 2021 Forbes Next 1000, as well as a feature guest spot on the OWN Network’s Speak Sis Series. In March 2022, Goalsetter was awarded the 2022 Fintech Breakthrough Award for Best Personal Finance App of the year.As the creator and owner of one of the only Black- and woman-led fintech platforms in the country, Tanya is often sought to speak on the challenges, joys, and epiphanies she’s had as a female business entrepreneur in technology as well as issues surrounding racial and economic justice and diversity, equity and inclusion, among other topics.After attaining two Stanford degrees in engineering and losing millions in the dot com bubble, Tanya climbed her way up the corporate ladder as a digital content executive for some of the world’s most influential cable television networks, including serving as senior vice president of partner marketing at Discovery Education, where she launched digital textbooks to schools across the country. Prior to her time at Discovery, Ms. Van Court led digital preschool and parenting businesses for Nickelodeon, including NickJr.com and Noggin.com, and served as vice president of new media products for ESPN, where she led the launch of ESPN3.
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