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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
  • Yolanda Davila, Senior Vice President, Community Development Banking, PNC Bank
  • Mathieu Despard, Vice President, Research and Policy, SaverLife
  • Thea Garon, Associate Director, Financial Well-Being Data Hub, Urban Institute
  • Signe-Mary McKernan, Vice President, Labor, Human Services, and Population, Urban Institute
  • Nick Mitchell-Bennett, CEO, cdcb | come dream. come build.
  • Alena Stern, Chief Data Scientist, Office of Race and Equity Research, Urban Institute
  • Sarah Rosen Wartell, President, Urban Institute
  • Chris Wheat, President, JPMorgan Chase Institute



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, JPMorgan Chase, PNC Bank, BMO Bank, and Wells Fargo. For more on Urban’s funding policies, go to

Date & Time Thursday, March 28, 2024
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
  • Vice President, Labor, Human Services, and Population
  • Chief Data Scientist
  • President