2014 Assets Learning Conference

Driving Toward Impact: Early Results from the Financial Capability Innovation Fund

Wednesday, September 17th, 2014
2-3:15 PM

Room: Salon 15

Nonprofits and financial services providers have increasingly placed emphasis on building consumer financial capability. By combining financial education with tools, support and high-quality products, these innovators have explored new strategies to help consumers adopt positive financial behaviors and actively improve their financial health. In this session, a panel of experts, including grantees of CFSI’s Financial Capability Innovation Funds, will discuss the emergence of the financial capability field and the future of interventions aimed at helping consumers take control of their financial lives. The lessons they have learned reveal best practices for improving financial capability, changing consumer behavior and building sustainable, scalable initiatives.


  • Megan Kiesel, Clarifi
  • Jeremy Jacobs, Mission Asset Fund
  • Joshua Sledge, Center for Financial Services Innovation
  • Daria Sheehan, Citi Foundation (Moderator)


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