Igniting Financial Proficiency

Please join us for a fascinating engagement with acclaimed teacher Michael Roberts, the William H. Lawrence Professor and Professor of Finance at the Wharton School of the University of Pennsylvania, and founder of the Wharton Financial Analytics and Wharton Financial Proficiency initiatives.

The United States does not rank well in global financial proficiency and has a long way to go relative to other nations. A large percentage of adults lack the basic knowledge and skills required to engage in sound financial decision-making which has broad competitive implications. Professor Roberts is on a mission to put everyone on a level playing field. He has innovated an approach that integrates personal and corporate finance concepts for real results. Learn more, discuss, and help solve for scale during this session.

Professor Roberts has received the David W. Hauk Award, five Excellence in Teaching Awards, and multiple nominations for the Helen Kardon Moss Anvil Teaching Award. His research spans corporate finance, banking, and investments and machine learning applications in investment banking.

His award-winning research includes two Brattle Prizes for Distinguished Paper published in the Journal of Finance, a Jensen Prize for best paper on Corporate Finance and Organizations published in the Journal of Financial Economics, and Best Paper awards from the Financial Management Association, Southwestern Finance Association, Rodney L. White Center for Financial Research, Jacobs-Levy Equity Management Center for Quantitative Financial Research, and Institute for Quantitative Research in Finance.