Each year, AMBA hosts a workshop and luncheon in Washington, DC, in conjunction with our Spring board of directors meeting, to bring together and to share ideas among our members and partners. On 5 May, we held these events at the Pentagon City Ritz-Carlton Hotel.
This year’s Luncheon speaker was Mr. Paul Kantwill, who was recently appointed to lead the Consumer Financial Protection Bureau’s (CFPB) Office of Servicemember Affairs. Mr. Kantwill most recently served as director of the Office of Legal Policy in the Office of the Under Secretary of Defense for Personnel & Readiness at the Pentagon. He joins the CFPB following a distinguished 25-year military career with the U.S. Army Judge Advocate General’s Corps, during which he served in Afghanistan and the Persian Gulf.
Instead of the usual Workshop format, we held this financial roundtable discussion with our partners and collaborators who work with service members, veterans, and their families in the financial readiness space. We discussed how we can all work together more effectively to bring the resources and their intended audiences together.
Below is a list of resources shared by our many partners who attended the Roundtable discussion.
Bud Schneeweis – FINRA Investor Education Foundation
Cristin Orr Shiffer – Blue Star Families – Presentation given at Roundtable
Ann Estes – National Foundation for Credit Counseling (NFCC)
Carol Newell – DoD Office of People Analytics – Presentation
Louisa Quitman – Department of the Treasury
Bobbie Gray – Federal Deposit and Insurance Corporation (FDIC)
— Money Smart
— FDIC Financial Education and Literacy
Carol Kando-Pineda – Federal Trade Commission (FTC)
Wale Oriola – Securities and Exchange Commission (SEC)
— Investor.gov and Resource Guide
— Saving & Investing Basics for Military
Non-federal Entities (Intermediaries):
Genie Barton – Institute for Marketplace Trust & BBB Military Line
BBBI Scam Tracker Website
BBB Scam Tracker Annual Risk Report
BBB Institute for Marketplace Trust: Cracking the Invulnerability Illusion: Stereotypes, Optimism Bias, and the Way Forward for Marketplace Scam Education
Allie Vered – America Saves/Military Saves
Joyce Wessel-Raezer – National Military Family Association
Brooke Goldberg – Military Officers Association of America (MOAA)
Shannon Razsadin – Military Family Advisory Network (MFAM)
Jen Harlow – Tragedy Assistance Program for Survivors (TAPS) – Presentation from Roundtable