Financial Literacy Day
Education, Insights, and Innovation
Join us for Financial Literacy Day (FinLit Day) on November 1, 2024, hosted by the Risk Management and Insurance Center. This full-day event for professionals and academics offers a unique opportunity to explore the role of global macroeconomic trends, discuss the technological and ethical implications of AI in finance, and delve into financial literacy education, including our new initiative to provide financial literacy education for all undergraduate students at Loyola's Quinlan School of Business.
Highlights include keynote addresses from Christopher Vincent, CEO of the CFA Chapter Chicago, and Illinois State Treasurer Michael Frerichs, alongside expert-led panels covering diverse financial literacy perspectives and career opportunities.
Don't miss this chance to engage with leading professionals and academics shaping the future of financial literacy.
Event details and registration
Date: November 1, 2024
Time: 8:30 - 5:00 p.m.
Location: Schreiber Center, 16 E. Pearson Street, Wintrust Hall, Chicago
Thanks to our sponsor
Agenda
Our agenda features keynotes, expert panels, and discussions that will explore the latest trends and challenges in financial literacy. We’ve designed the schedule to provide you with diverse perspectives and actionable insights to take back to your work and community.
View the agenda
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8:00 a.m. |
Breakfast & Registration |
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9:00 a.m. |
Welcome Michael Behnam, Dean, Quinlan School of Business |
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9:15 a.m. |
Opening Keynote: Professional Financial Education Offerings from CFA Institute: The CFA Charter and Other Certificates Christopher Vincent, CEO, CFA Society Chicago Introduced by Michael Behnam, Dean, Quinlan School of Business |
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10:00 a.m. |
Morning Break |
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10:15 a.m. |
Panel: Perspectives on Financial Literacy Education and Recent Programs at Loyola University Chicago
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11:15 a.m. |
Panel: Global Macroeconomic and Social Policy Directions in Financial Literacy Education
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12:15 p.m. |
Lunch Keynote: Public Policy and the Role of Sustainable Investments in Building Growth and Innovation in Illinois Michael Frerichs, Illinois State Treasurer Introduced by Douglas W. Woods, Provost and Chief Academic Officer, Loyola University Chicago |
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1:30 p.m. |
Panel: Diversity, Financial Literacy, and Career Opportunities
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2:30 p.m. |
Afternoon Break |
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2:45 p.m. |
Panel: Technological and Ethical Role of AI on Financial Literacy
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3:45 p.m. |
Q/A |
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5:00 p.m. |
Concluding Remarks |
Speakers
We're excited to introduce a lineup of esteemed speakers, each bringing valuable insights and expertise to our discussions on financial literacy and its future.
Michael Behnam
Dean
Quinlan School of Business
Alex Castrounis
Founder and CEO
Why of AI
Hae mi Choi
Associate Professor of Finance
Loyola University Chicago
Tim Classen
Sr. Associate Dean
Quinlan School of Business
Steven Dickerson
Senior Advisor
BLDS LLC
Doug Evanoff
Director
Kaufman Center for Financial Policy Studies
Shari Franklin
CFO
North Lawndale Employment Network
Michael Frerichs
Treasurer
State of Illinois
Anuj Gangopadhyaya
Assistant Professor of Economics
Loyola University Chicago
Abol Jalilvand
Professor of Finance
Loyola University Chicago
Diana Ochoa
Private Equity Trust Investments
The Boeing Company
KC Rakow
Associate Professor of Accounting
Loyola University Chicago
Abhishek Sharma
Lecturer, ISSCM
Quinlan School of Business
Gaurav Sharma
Former Head of Card Acquisition Marketing, SVP
Discover Financial Services
Brian Shoup
Adjunct Instructor
Quinlan School of Business
Maria Tabrizi
EVP, COO
First Women’s Bank
Chris Vincent
President and CEO
CFA Society Chicago
Joseph Wemhoff
Lecturer
Quinlan School of Business
Douglas W. Woods
Provost and Chief Academic Officer
Loyola University Chicago
Katharine Wyatt
Chief Investment Officer
Loyola University Chicago
Education, Insights, and Innovation
Join us for Financial Literacy Day (FinLit Day) on November 1, 2024, hosted by the Risk Management and Insurance Center. This full-day event for professionals and academics offers a unique opportunity to explore the role of global macroeconomic trends, discuss the technological and ethical implications of AI in finance, and delve into financial literacy education, including our new initiative to provide financial literacy education for all undergraduate students at Loyola's Quinlan School of Business.
Highlights include keynote addresses from Christopher Vincent, CEO of the CFA Chapter Chicago, and Illinois State Treasurer Michael Frerichs, alongside expert-led panels covering diverse financial literacy perspectives and career opportunities.
Don't miss this chance to engage with leading professionals and academics shaping the future of financial literacy.
Event details and registration
Date: November 1, 2024
Time: 8:30 - 5:00 p.m.
Location: Schreiber Center, 16 E. Pearson Street, Wintrust Hall, Chicago