From September 19 to September 21, 2012, CFED hosted the Assets Learning Conference in Washington D.C. Lisa Mensah, Executive Director of the Aspen Institute’s Initiative on Financial Security (Aspen IFS) spoke at the Opening Plenary: Learn, Earn, Save, Invest, and Protect – A Financial Security Framework. 

On September 19, 2012, Lisa Mensah, Executive Director of the Aspen Institute’s Initiative on Financial Security (Aspen IFS) moderated a discussion entitled “Raising a Nation of Savers: Kindergarten to College, and Lifelong Savings” at the Aspen Institute’s Washington D.C. headquarters.  She was joined by José Cisneros, Treasurer of the City and County of San Francisco; David Soo, Senior Advisor for Financial Literacy at the U.S. Department of Education; and Philip English, Co-Chairman and Senior Government relations advisor at Arent Fox LLP and former congressman from Pennsylvania.  The discussion focused on San Francisco’s Kindergarten to College program, the first city-wide child savings account program.

From July 10th to July 13th, 2012, the Aspen Institute Initiative on Financial Security (Aspen IFS) held its first Financial Security Summit at the Aspen Institute’s campus in Aspen, Colorado. The Financial Security Summit was an invitation-only gathering of top business leaders, experts, advocates, and media. The Summit advanced the dialogue on the public and private solutions that create more savings and wealth in American households, strengthen middle-class opportunity, and improve the economic future of the country.

On June 20, 2012, the National Academy of Social Insurance hosted a policy seminar, “Medicare and Social Security for the Baby Boomers and Boom-lets: Unpacking Assumptions about our Shared Future,” in conjunction with NASI’s 2012 Robert M. Ball Award Reception. The seminar featured two panel discussions that examined broadly the future of the social insurance system and innovative ways to strengthen Social Security for next generations.

On Tuesday, May 1, 2012, and Wednesday, May 2, 2012, Aspen Institute’s Initiative on Financial Security (Aspen IFS) Executive Director, Lisa Mensah, spoke at the New America Foundation’s Assets@21: Lessons from the Past, Directions for the Future event. The symposium brought together practitioners, researchers, policy analysts, and funders on the 21st anniversary of Michael Sherraden’s book that initiated the call for policies that encourage asset-building, Assets and the Poor. This event served as an opportunity for attendees to reflect and discuss the future of the asset building field.

On April 25, 2012, Lisa Mensah, Executive Director of the Aspen Institute Initiative on Financial Security (Aspen IFS), participated in Latinos for a Secure Retirement's 2012 Latino Retirement Security Summit. The day-long summit featured four sessions focused on increasing defined benefit (DB) saving, increasing defined contribution (DC) saving, using technology to improve retirement security outcomes, and the challenges of making savings last in retirement.

On April 19, 2012, the Aspen Institute Initiative on Financial Security (Aspen IFS) held a Congressional briefing on “Regaining Momentum: America’s Retirement Savings Policy” in the Capitol Visitors’ Center.  In conjunction with National Retirement Planning Week ®, the briefing brought together the architects of last major retirement savings policies, Senator Ben Cardin (D-MD) and Senator Rob Portman (R-OH), to reflect on successes and unfinished agendas in past policies and offer broad thoughts about future retirement savings policy.

On April 12, 2012, the Aspen Institute Initiative on Financial Security (Aspen IFS) hosted a conversation that focused on what is needed to make small businesses a robust engine of development for jobs that offer financial security for workers. 

As part of the Aspen Institute event series, “Building the Economy We Want: Aspen Asks What Will it Take?” this discussion featured Karen Mills, administrator of the Small Business Administration, and moderator Jared Sandberg, editor of Bloomberg.com, with opening remarks from Robert Steel, NYC Deputy Mayor for Economic Development and the Aspen Institute’s Board Chairman.

On Wednesday, February 29, 2012, Georgetown University’s Center for Public and Nonprofit Leadership, Georgetown University’s Public Policy Institute, and the Walsh School of Foreign Service’s Institute for the Study of Diplomacy hosted a forum on global philanthropy, Public Problems, Private Money: Can Global Philanthropy Make the Right Kind of Difference in Today’s World? The issue forum brought together recognized leaders in global philanthropy, development, and human rights to discuss opportunities and obstacles that philanthropy brings to public policy.

On February 22, 2012, the Pension Rights Center, Urban Institute, and Covington and Burling LLP hosted a day-long conference, “Re-Imagining Pensions: Using Innovative Pension Plan Design to Reduce Risk and Increase Retirement Income,” in the Senate Health, Education, Labor, and Pensions Committee Hearing Room in the Dirksen Senate Office Building.  The conference featured three panel discussions that paired top policy experts with government officials to examine new retirement options for private-sector workers.