Close-up people using smartphone apps pay bills via online payment at home.
Private Data, Public Impact: Unlocking Insights to Advance Financial Well-Being

Private data from financial service providers can shed light on how households manage their daily finances, build resilience, and plan for the future. These insights can fill critical gaps in public data and inform evidence-based solutions to advance equity and improve financial well-being. Join the Urban Institute for a hybrid event to discuss how private data can be used to gain a holistic understanding of people's financial lives while ensuring that consumers are protected from potential harm. Learn how the Urban Institute and our partners are advancing efforts to use private data for public good through the Financial Well-Being Data Hub



  • Raj Date, Managing Partner, Fenway Summer
  • Mathieu Despard, Vice President, Research and Policy, SaverLife
  • Thea Garon, Associate Director, Financial Well-Being Data Hub, Urban Institute
  • Rita Ko, Chief Data Officer and Director, Racial Equity Analytics Lab, Urban Institute
  • Signe-Mary McKernan, Vice President, Labor, Human Services, and Population, Urban Institute 
  • Nick Mitchell-Bennett, CEO, cdcb | come dream. come build.
  • Sarah Rosen Wartell, President, Urban Institute
  • Chris Wheat, President, JPMorgan Chase Institute


Additional speakers to be announced. 



This event is available for in-person or virtual participation. Please be sure to register correctly. In-person check-in will begin at 1:30 p.m. and a reception will follow from 4:30 p.m. to 6:00 p.m. We strive to host inclusive, accessible events that enable all individuals to engage fully. Please email [email protected] if you require any accommodations or have any questions about this event.

The Financial Well-Being Data Hub is funded by Intuit, Capital One Foundation, PNC Bank, BMO Bank, and Wells Fargo. For more on Urban’s funding policies, go to

Register for this Hybrid event Date & Time Thursday, March 28, 2024
2:00 p.m. - 4:30 p.m. EDT
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Urban Institute 500 L'Enfant Plaza SW
Washington , DC , 20024
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Check-in will begin at 1:30 p.m. and a reception will follow from 4:30 p.m. to 6:00 p.m.

Urban Institute Speakers
  • Associate Director
    Director, Financial Well-Being Data Hub
  • Chief Data Officer
    Director, Racial Equity Analytics Lab
  • Vice President, Labor, Human Services, and Population
  • President