National Financial Literacy Month is recognized annually in April. The month is used as an opportunity to pause and consider the great challenge of financial illiteracy in the U.S., especially during these uncertain times, as well as an opportunity to provide financial education and explore investment opportunities.
Despite being the world’s largest economy, a recent Standard & Poor’s global survey ranked the U.S. number 14 (tied with Switzerland) when measuring the proportion of adults in the country who are financially literate.
During the conversation led by Robyn Polansky Morrison, we will hear from a panel of experts each providing unique solutions to financial literacy. We will attempt to answer a few tough questions. What is the most impactful way to tackle the systemic challenge of financial illiteracy? How do we invest in financial literacy solutions to create impact in our portfolios? How can we be part of the solution?
Panelelists:
Moderator: Robyn Polansky Morrison. Robyn is lead principal of MORR Strategy, an independent cross-disciplinary, advisory and consultancy firm, providing bespoke financial advice combined with hands-on solutions. Areas of specialization include financial literacy and strategy, impact and values-based investing, capital introduction, and intentional philanthropy. Morrison has over 20 years of experience with high net worth individuals, families, small businesses, and foundations at iconic institutions including Align Impact, Bank of America Private Bank, Bessemer Trust and Thomson Reuters.
Angela Lee is an educator and entrepreneur. She serves as Professor of Practice and Chief Innovation Officer at Columbia Business school where she teaches top-rated courses in venture capital and leadership. Angela started her career in product management and then was a strategy consultant at McKinsey. She has started 4 startups and is also the founder of 37 Angels, an investing network that has evaluated 15000+ startups, invested in 65, and activates new investors through a startup investment bootcamp.
Stephan Leeds founded Springboard Communities in August 2018 after a lifetime of exposure to education reform. Through positions in the OECD, NPESF, and Edtech, Stephan visited the world’s top solutions for national school systems that featured innovative school models, successful career-technical systems, and stakeholder alignment. Stephan founded Springboard to serve educators and community leaders with the necessary tools to acquire and develop the real estate surrounding their neighborhoods. With this approach, Springboard invests in local stability and ownership while emphasizing the education of core life skills. Prior to Springboard, Stephan ran sales development in a high-growth tech company. He brings a specialty in startups, network & movement-building, and sales organization. Personally, Stephan's navigated a variety of public and private mission-oriented investment vehicles as he continues on his journey towards financial literacy and independence.
ICF Members can pre-register at no cost. Non-Members may participate for a $15 registration. Membership is available at levels for $25, $50 and $95, learn more. Login instructions for this Zoom videoconference will be emailed after your registration is completed.