ABOUT
The Path Forward: Your Money

The coronavirus pandemic is not just a public health crisis, but an economic one, as well. With the country in the midst of a historic recession, every American is feeling the pinch –from job insecurity, to rising healthcare costs, to investment volatility. The Path Forward virtual summit will bring together some of the top experts in personal finance to provide critical advice on spending and saving, and examine the psychology behind decision making, to help you stay financially sound during this time of unprecedented challenges.

WHY SPONSOR

During these ever-changing times, we are delivering answers to audience questions on all-things money and business.

WHY ATTEND

Consumers from across the country will convene virtually for an immersive, virtual experience. You'll have the unique opportunity to learn from the industry's top experts in personal finance, and ask questions directly to them on how to create better money strategies to help you stay financially sound during these turbulent economic times.

WHY IT MATTERS

The coronavirus pandemic is not just a public health crisis, but an economic one, too. As we navigate through this historic recession, CNBC is here to provide you with access to much-needed answers on all things money.

SPEAKERS

More speakers to come

Suze
Orman

The Suze Orman Show

Suze Orman is a personal finance expert and host of “The Suze Orman Show.”

Suze Orman

Suze Orman has been called “a force in the world of personal finance” and a “one-woman financial advice powerhouse” by USA Today. A two-time Emmy Award-winning television host, New York Times mega bestselling author, magazine and online columnist, writer/producer and one of the top motivational speakers in the world today, Orman is undeniably America’s most recognized expert on personal finance.

Orman is the contributing editor to O, The Oprah Magazine, The Costco Connection Magazine and is in her 12th year as host of the award-winning Suze Orman Show, which airs every Saturday night on CNBC. Over her television career, Orman has accomplished that which no other television personality ever has before: Not only is she the single most successful fundraiser in the history of Public Television, but she has also garnered an unprecedented nine Gracie Awards, more than anyone in the 37-year history of the prestigious award. The Gracies recognize the nation’s best radio, television and cable programming for, by and about women.

In January 2013, The Television Academy Foundation’s Archive of American Television honored Orman’s broadcast career accomplishments with her recent inclusion in its historic “Emmy TV Legends” interview collection.

In 2010, Orman was honored with the Touchstone Award from Women in Cable Telecommunications, was named one of “The World’s 100 Most Powerful Women” by Forbes and was presented with an Honorary Doctor of Commercial Science degree from Bentley University. In the same year, Orman received the “Gracie Allen Tribute Award” from the American Women in Radio and Television (AWRT). (The Gracie Allen Tribute Award is bestowed upon an individual who truly plays a key role in laying the foundation for future generations of women in the media.)

In October 2009, Orman was the recipient of a Visionary Award from the Council for Economic Education for being a champion on economic empowerment. In July 2009, Forbes named Orman 18th on their list of “The Most Influential Women In Media.” In May 2009, Orman was presented with an honorary degree Doctor of Humane Letters from the University of Illinois. In May 2009 and May 2008, Time magazine named Orman as one of the “TIME 100, The World’s Most Influential People.” In October 2008, Orman was the recipient of the National Equality Award from the Human Rights Campaign.

In April 2008, Orman was presented with the Amelia Earhart Award for her message of financial empowerment for women. Saturday Night Live has spoofed Suze six times during 2008-2011. In 2007, Businessweek named Orman one of the top 10 motivational speakers in the world—she was the ONLY woman on that list, thereby making her 2007′s top female motivational speaker in the world.

Orman, who grew up on the South Side of Chicago, earned a bachelor’s degree in social work at the University of Illinois, and at the age of 30 was still a waitress making $400 a month.

Brandon
Copeland

New England Patriots; University of Pennsylvania

Brandon Copeland is the Linebacker for the New England Patriots and a Professor at University of Pennsylvania.

Brandon Copeland

Brandon Copeland is an entrepreneur and professional athlete playing in his 8th NFL season as starting linebacker for the New England Patriots. He received his bachelor’s degree in management and entrepreneurship from the University of Pennsylvania (Penn) in 2013. Off-the-field, Copeland is involved in a number of different business endeavors. He and his wife, Taylor, own and operate two real estate companies, as well as a nonprofit organization, “Beyond the Basics,” which helps young children reach their true potential. Copeland also serves as a professor at Penn, teaching undergraduates about financial literacy through a course called “Life 101.” Ultimately, his goal is to reduce the wealth gap by arming young adults with the tools needed to make smart money decisions. He is also exploring the film industry, currently working to bring a few of his creative ideas to life.

Eesha
Sharma

Dartmouth College

Eesha Sharma is Associate Professor of Business Administration at Dartmouth College’s Tuck School of Business.

Eesha Sharma

Eesha Sharma is Associate Professor of Business Administration at Dartmouth College’s Tuck School of Business. She earned a BSc in Finance and Marketing, an MPhil, and a PhD in Marketing at the NYU Stern School of Business. Prior to academia, she worked as an investment banking analyst in the Financial Institutions Group (FIG) at Goldman Sachs. Professor Sharma’s research revolves around consumer financial wellbeing, and how psychology and marketing can be used to understand and improve it. She is particularly interested in how consumers react to perceived scarcity, financial constraints, and poverty—both in their own lives and in the lives of others. Using a combination of behavioral experiments and field studies, she examines topics such as: how people behave when they feel poor, why people give to charity, and what factors may improve and/or worsen consumer financial decision making. Her work has been published in top journals including Journal of Consumer Research, Journal of Consumer Psychology, Organizational Behavior and Human Decision Processes, and Journal of Experimental Psychology: Applied. She teaches the MBA Consumer Insights elective at the Tuck School of Business.

Tiffany
Aliche

The Budgetnista

Tiffany Aliche is Founder of “The Budgetnista.”

Tiffany Aliche

Tiffany “The Budgetnista” Aliche, is an award-winning teacher of financial education and is quickly becoming America’s favorite, personal financial educator. The Budgetnista is also an Amazon #1 bestselling author of The One Week Budget and the Live Richer Challenge series.

Through her company, The Budgetnista, Tiffany has created a financial movement that has helped over 1 million women worldwide collectively save more than $200 million, and pay off over $100 million in debt, purchase homes and transform the way they think about their finances. These women that participate in this global movement call themselves, Dream Catchers.

Tiffany credits her experience as a preschool teacher for 10 years in Newark, NJ for defining her purpose behind The Budgetnista…education.

In 2019, Tiffany transformed her commitment into legislation when she partnered with Assemblywoman Angela V. McKnight to write a bill that was later signed into Law A1414 (The Budgetnista Law). This law made it mandatory for financial education to be integrated into all middle schools in New Jersey.

To further her mission Tiffany has created and teaches numerous financial classes both online and in person. Her signature course is her annual, Live Richer Challenge with over 900,000 women participating in one or more of her Challenges.

She also blogs about personal finance for The Huffington Post and The Budgetnista Blog, co-hosts an award-winning podcast, Brown Ambition, and has an online school, the Live Richer Academy that teaches women how to create, implement and automate their own financial education path.

The Budgetnista and her financial advice have been featured on Good Morning America, the TODAY show, PBS, TIME, The New York Times, The Wall Street Journal, Reuters, ESSENCE Magazine, FORBES, Fox Business, MSNBC, CNN/HLN. She is also the featured financial expert for the popular daytime talk show, The Real.

Bill
Perkins

"Die With Zero" Author

Bill Perkins is Chief Executive Officer of BrisaMax Holdings and Author of "Die With Zero."

Bill Perkins

"The Last Cowboy" according to the Wall Street Journal, Bill Perkins is one of the world's most successful hedge fund managers and entrepreneurs. After studying electrical engineering at the University of Iowa, Bill trained on Wall Street and later moved to Houston, TX where he made a fortune as an energy trader. Perkins is currently the CEO of BrisaMax Holdings, a consulting services firm based in the U.S. Virgin Islands.

Now at age 51, Bill views his career as an engine for personal growth and spends his time exploring the world, savoring his relationships, and taking in all that life has to offer.

DIE WITH ZERO is a labor of love project. Bill has been developing the principles outlined in the book since his first job making $16,000 a year in the 90's as a screen clerk for the New York Mercantile Exchange.

SPEAKERS

  • SUZE ORMAN

    The Suze Orman Show

    Read Bio ⟶

    SUZE ORMAN

    Suze Orman has been called “a force in the world of personal finance” and a “one-woman financial advice powerhouse” by USA Today. A two-time Emmy Award-winning television host, New York Times mega bestselling author, magazine and online columnist, writer/producer and one of the top motivational speakers in the world today, Orman is undeniably America’s most recognized expert on personal finance.

    Orman is the contributing editor to O, The Oprah Magazine, The Costco Connection Magazine and is in her 12th year as host of the award-winning Suze Orman Show, which airs every Saturday night on CNBC. Over her television career, Orman has accomplished that which no other television personality ever has before: Not only is she the single most successful fundraiser in the history of Public Television, but she has also garnered an unprecedented nine Gracie Awards, more than anyone in the 37-year history of the prestigious award. The Gracies recognize the nation’s best radio, television and cable programming for, by and about women.

    In January 2013, The Television Academy Foundation’s Archive of American Television honored Orman’s broadcast career accomplishments with her recent inclusion in its historic “Emmy TV Legends” interview collection.

    In 2010, Orman was honored with the Touchstone Award from Women in Cable Telecommunications, was named one of “The World’s 100 Most Powerful Women” by Forbes and was presented with an Honorary Doctor of Commercial Science degree from Bentley University. In the same year, Orman received the “Gracie Allen Tribute Award” from the American Women in Radio and Television (AWRT). (The Gracie Allen Tribute Award is bestowed upon an individual who truly plays a key role in laying the foundation for future generations of women in the media.)

    In October 2009, Orman was the recipient of a Visionary Award from the Council for Economic Education for being a champion on economic empowerment. In July 2009, Forbes named Orman 18th on their list of “The Most Influential Women In Media.” In May 2009, Orman was presented with an honorary degree Doctor of Humane Letters from the University of Illinois. In May 2009 and May 2008, Time magazine named Orman as one of the “TIME 100, The World’s Most Influential People.” In October 2008, Orman was the recipient of the National Equality Award from the Human Rights Campaign.

    In April 2008, Orman was presented with the Amelia Earhart Award for her message of financial empowerment for women. Saturday Night Live has spoofed Suze six times during 2008-2011. In 2007, Businessweek named Orman one of the top 10 motivational speakers in the world—she was the ONLY woman on that list, thereby making her 2007′s top female motivational speaker in the world.

    Orman, who grew up on the South Side of Chicago, earned a bachelor’s degree in social work at the University of Illinois, and at the age of 30 was still a waitress making $400 a month.

  • BRANDON COPELAND

    New England Patriots; University of Pennsylvania

    Read Bio ⟶

    BRANDON COPELAND

    Brandon Copeland is an entrepreneur and professional athlete playing in his 8th NFL season as starting linebacker for the New England Patriots. He received his bachelor’s degree in management and entrepreneurship from the University of Pennsylvania (Penn) in 2013. Off-the-field, Copeland is involved in a number of different business endeavors. He and his wife, Taylor, own and operate two real estate companies, as well as a nonprofit organization, “Beyond the Basics,” which helps young children reach their true potential. Copeland also serves as a professor at Penn, teaching undergraduates about financial literacy through a course called “Life 101.” Ultimately, his goal is to reduce the wealth gap by arming young adults with the tools needed to make smart money decisions. He is also exploring the film industry, currently working to bring a few of his creative ideas to life.

  • EESHA SHARMA

    Dartmouth College

    Read Bio ⟶

    EESHA SHARMA

    Eesha Sharma is Associate Professor of Business Administration at Dartmouth College’s Tuck School of Business. She earned a BSc in Finance and Marketing, an MPhil, and a PhD in Marketing at the NYU Stern School of Business. Prior to academia, she worked as an investment banking analyst in the Financial Institutions Group (FIG) at Goldman Sachs. Professor Sharma’s research revolves around consumer financial wellbeing, and how psychology and marketing can be used to understand and improve it. She is particularly interested in how consumers react to perceived scarcity, financial constraints, and poverty—both in their own lives and in the lives of others. Using a combination of behavioral experiments and field studies, she examines topics such as: how people behave when they feel poor, why people give to charity, and what factors may improve and/or worsen consumer financial decision making. Her work has been published in top journals including Journal of Consumer Research, Journal of Consumer Psychology, Organizational Behavior and Human Decision Processes, and Journal of Experimental Psychology: Applied. She teaches the MBA Consumer Insights elective at the Tuck School of Business.

  • TIFFANY ALICHE

    The Budgetnista

    Read Bio ⟶

    TIFFANY ALICHE

    Tiffany “The Budgetnista” Aliche, is an award-winning teacher of financial education and is quickly becoming America’s favorite, personal financial educator. The Budgetnista is also an Amazon #1 bestselling author of The One Week Budget and the Live Richer Challenge series.

    Through her company, The Budgetnista, Tiffany has created a financial movement that has helped over 1 million women worldwide collectively save more than $200 million, and pay off over $100 million in debt, purchase homes and transform the way they think about their finances. These women that participate in this global movement call themselves, Dream Catchers.

    Tiffany credits her experience as a preschool teacher for 10 years in Newark, NJ for defining her purpose behind The Budgetnista…education.

    In 2019, Tiffany transformed her commitment into legislation when she partnered with Assemblywoman Angela V. McKnight to write a bill that was later signed into Law A1414 (The Budgetnista Law). This law made it mandatory for financial education to be integrated into all middle schools in New Jersey.

    To further her mission Tiffany has created and teaches numerous financial classes both online and in person. Her signature course is her annual, Live Richer Challenge with over 900,000 women participating in one or more of her Challenges.

    She also blogs about personal finance for The Huffington Post and The Budgetnista Blog, co-hosts an award-winning podcast, Brown Ambition, and has an online school, the Live Richer Academy that teaches women how to create, implement and automate their own financial education path.

    The Budgetnista and her financial advice have been featured on Good Morning America, the TODAY show, PBS, TIME, The New York Times, The Wall Street Journal, Reuters, ESSENCE Magazine, FORBES, Fox Business, MSNBC, CNN/HLN. She is also the featured financial expert for the popular daytime talk show, The Real.

  • BILL PERKINS

    "Die With Zero" Author

    Read Bio ⟶

    BILL PERKINS

    "The Last Cowboy" according to the Wall Street Journal, Bill Perkins is one of the world's most successful hedge fund managers and entrepreneurs. After studying electrical engineering at the University of Iowa, Bill trained on Wall Street and later moved to Houston, TX where he made a fortune as an energy trader. Perkins is currently the CEO of BrisaMax Holdings, a consulting services firm based in the U.S. Virgin Islands.

    Now at age 51, Bill views his career as an engine for personal growth and spends his time exploring the world, savoring his relationships, and taking in all that life has to offer.

    DIE WITH ZERO is a labor of love project. Bill has been developing the principles outlined in the book since his first job making $16,000 a year in the 90's as a screen clerk for the New York Mercantile Exchange.

AGENDA

1:45pm EDT

(Virtual) Doors Open

2:00pm EDT

Program Begins

Money Survival Strategies
A crippled economy, coupled with historic unemployment rates, has turned many Americans’ personal finances upside down. Suze Orman will share the steps everyone should be taking RIGHT NOW to stay financially afloat.
Suze Orman, Author, Financial Advisor

 

Game Plan for Financial Fitness
Sports can often be a metaphor for life. One NFL star, who moonlights as a professor at the University of Pennsylvania, will talk about the lessons he’s learned on the gridiron, and how they apply to achieving financial fitness.
Brandon Copeland, Linebacker, NFL’s New England Patriots; Professor, University of Pennsylvania

 

Live a “Richer” Life
Bill Perkins believes many people are living their life wrong when it comes to money. We’ll dive into his argument that it’s not dollars, but experiences that drive happiness and fulfillment.
Bill Perkins, CEO, Skylar Energy; Author, “Die with Zero”

 

The Psychology of Saving and Spending
Why do some of us spend more than we can afford, while others save every penny? It all boils down to behavioral psychology. How we perceive ourselves, and our wealth, can influence our actions, particularly when it comes to money.
Eesha Sharma, Ph.D., Associate Professor of Business, Tuck School Of Business, Dartmouth College

 

Money Hacks: Roundtable Q&A
Making money decisions during turbulent economic times can be challenging and overwhelming. Our panel of experts is armed with knowledge, and ready to answer your questions on how to achieve your financial goals at any age, in any situation.
Tiffany Aliche, Founder, The Budgetnista

4:00pm EDT

Program Concludes

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