Financial Capability: An international perspective

Wednesday 5 December 2018, 12:15 – 2pm AEDT

Nancy Castillo and Steve Trites will discuss the international Financial Capability landscape at this Community of Practice.

Nancy Castillo will present research that she has led regarding the Consumer Financial Experience, specifically for low and moderate income households.

Steve Trites will present on ageing trends in Canada and financial capability, as well as the role of research collaboration in building financial capabilities.

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Presenters

Nancy Castillo

Nancy Castillo

As the General Manager of the Program Team, Nancy orchestrates excellence in delivery by ensuring high quality program operations and performance. The Program Team is a cross-functional team that drives CFSI’s thought leadership, research, policy, consulting services, innovation, and network to achieve the organization’s mission.

Nancy leads the formulation and implementation of department policies, directs operational activities, and ensures alignment across departments to achieve operational and impact goals. Nancy also leverages her consumer insights and industry expertise to advise financial services providers on consumer financial health strategies. During her tenure at CFSI, she served as the product manager for FinX and led the development and implementation of the U.S. Financial Diaries study.

Nancy brings to CFSI a rich perspective on migrant transnational economic activities across the United States and various countries in Latin America and the Caribbean, Asia, Africa, and Europe. She was an Associate for the Remittances and Development program at the Inter-American Dialogue in Washington, DC; a Coro Fellow in Public Affairs in Pittsburgh, PA; and a Fulbright Scholar in Ecuador.

Nancy believes in mindfulness and practices meditation. When not at CFSI, she is either creating wall designs out of washi tape, paddleboarding on Lake Michigan, or watching a wide range of films. She received her B.A. in political studies and Latin American studies from Pitzer College, a member of The Claremont Colleges.

Steve Trites

Steve Trites

Steve Trites is the Manager of Research and Policy at the Financial Consumer Agency of Canada. His work directly supports the implementation of the National Strategy for Financial Literacy. He has considerable experience in conducting, leading and enabling research and policy analysis in the private, academic and public sectors.

Over his career, his work has focused on identifying emerging trends and applied policy solutions related to topics such as financial literacy, financial consumer protection, mobile payments, social capital and chronic disease prevention. He holds a Master of Arts degree in Psychology from Carleton University.

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