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Welcome to the Personal Finance Summit on Friday, October 9. This event is co-sponsored by the Society for Advancing Business Editing and Writing (SABEW) and the National Endowment for Financial Education (NEFE). Hosted by The New York Times.

For more details about the event, visit the event page here.
Type: Panel/Skill Building clear filter
Friday, October 9
 

9:00am EDT

The state of personal finance journalism
Friday October 9, 2026 9:00am - 9:50am EDT
Personal finance may be the only beat of interest to 100% of current and potential news audiences. Everyone wants to understand how to navigate money and life decisions in this volatile and expensive era of frayed social ties, declining trust in institutions, and existential anxiety about the future and meaning of work. So how are newsrooms approaching personal finance coverage at this moment? What are the biggest threats to people’s finances and prosperity in 2026 – and how can journalists best shed light on risks, opportunities and abuses? In our kickoff panel, leaders from top news organizations will share how they are tracking these questions, with service journalism, beat coverage, investigations and experiments.
Moderators
avatar for Jeremy Olshan

Jeremy Olshan

Managing Editor, NBC News Digital
Jeremy Olshan is newsroom leader, editor, and reporter with a two-decade track record of reshaping personal finance coverage. As managing editor at NBC News Digital, he leads efforts to raise the level of writing and storytelling across platforms, experimenting with formats that help... Read More →
Speakers
avatar for Ben Eisen

Ben Eisen

Personal Finance Bureau Chief, The Wall Street Journal
Ben Eisen is the personal finance bureau chief for The Wall Street Journal. He oversees a team of reporters that write about topics such as taxes, student loans, retirement, family finances, consumer debt and homeownership. He is also author of the forthcoming book The American Dream... Read More →
avatar for Matt Schulz

Matt Schulz

Chief Consumer Finance Analyst, LendingTree
Matt Schulz is Chief Consumer Finance Analyst at LendingTree and has nearly 20 years in the personal finance space. He is the author of "Ask Questions, Save Money, Make More," and founder of the "Ask, Save, Earn" newsletter. His research and insights are cited widely by U.S. and international... Read More →
avatar for Nikki Waller

Nikki Waller

Managing Editor, Money, Management and Equality, Bloomberg News
Nikki Waller is Managing Editor at Bloomberg News, overseeing the Money, Management and Equality teams. Previously she was Life & Work coverage chief at The Wall Street Journal, and deputy corporate coverage chief.
Friday October 9, 2026 9:00am - 9:50am EDT

10:00am EDT

Creating engaging personal finance video
Friday October 9, 2026 10:00am - 10:50am EDT
Whether you're collaborating with a newsroom's video team or creating videos yourself, it's important to think about video from the very beginning of the reporting process. Learn how to identify visual storytelling opportunities, report and write with multiple platforms in mind, and create content that works for both traditional video and social media. Plus, we'll cover practical tips for looking and sounding better on camera, along with strategies to overcome the psychological barriers that hold journalists back from stepping in front of the lens.
Moderators
avatar for Gunjan Banerji

Gunjan Banerji

Reporter, The Wall Street Journal
Gunjan Banerji is a reporter at The Wall Street Journal and host of The WSJ Money Interview, where she sits down with some of the world’s most interesting business tycoons to hear about how they made it. Her articles and videos have covered the biggest stories in financial markets... Read More →
Speakers
avatar for Michelle Henery

Michelle Henery

Founder & CEO/Executive Communication Coach, West Park Group
Michelle Henery spent nearly 20 years in journalism — as a reporter and Enterprise Editor in the Business section of The Times of London, a contributor for the BBC and CNN International, a correspondent for Al Jazeera English, and a news anchor for Deutsche Welle in Berlin. She... Read More →
avatar for Nathaniel Lee

Nathaniel Lee

Managing Producer, CNBC
Nathaniel Lee is a managing producer at CNBC, where he helps shape story selection and produces video journalism for digital audiences. With more than nine years of experience in digital media, he has covered topics ranging from financial markets and economic policy to the issues... Read More →
avatar for Jenna Zucker

Jenna Zucker

Deputy Editor, Social Media, Reuters
Jenna Zucker is the deputy editor of social media at Reuters, where she focuses on social-first video and visual storytelling. She has worked with reporters and video teams to build social thinking into the reporting process, from identifying visual opportunities to scripting, shooting... Read More →
Friday October 9, 2026 10:00am - 10:50am EDT

11:00am EDT

Who's watching the watchdogs? Reporting in an era of reduced oversight
Friday October 9, 2026 11:00am - 11:50am EDT
As regulatory agencies shrink and enforcement priorities shift, journalists play an even more critical role in holding powerful institutions accountable. Hear from former regulators, consumer advocates and other experts about the industries and issues they're watching, where accountability gaps may develop, and practical tips for finding stories in a changing regulatory landscape.
Moderators
avatar for Sharon Epperson

Sharon Epperson

Senior Personal Finance Correspondent and MONEY 101 Newsletter Editor, CNBC
As CNBC’s Senior Personal Finance Correspondent and the creator and editor of the “Money 101 Newsletter,” Sharon Epperson is widely respected for her expertise in personal finance and helps people understand how to manage, grow, and protect their financial resources. Her reporting on CNBC’s digital platforms, newsletters, television programs, and events covers essential topics... Read More →
Speakers
avatar for Seth Frotman

Seth Frotman

Senior Fellow, Berkeley Center for Consumer Law and Economic Justice
Seth Frotman is a Senior Fellow at the Berkeley Center for Consumer Law and Economic Justice and Towards Justice. He is a Lecturer in Law at Columbia Law School, teaching a seminar on Consumer Protection, Law and Policy. From 2021 to 2025, he served as General Counsel and Senior Advisor... Read More →
avatar for Eric Halperin

Eric Halperin

Founding Partner, Halperin Petersen & Mikkilineni
Eric Halperin is a founding partner at Halperin Petersen & Mikkilineni, a litigation firm holding the powerful accountable for exploiting workers, consumers, and small businesses.

Eric previously served as the Enforcement Director at the CFPB, where he led a team that secured $9.5 billion in relief for consumers and penalties against companies for violating federal consumer protection laws. Prior to that, he served in leadership roles at the Civil Rights Division... Read More →
avatar for Lisa Gomez

Lisa Gomez

President and Founder, LMG Collaborative Consulting Solutions
The Honorable Lisa M. Gomez, Esq., served as Assistant Secretary of Labor for the Employee Benefits Security Administration under President Biden and is a nationally respected expert in employee benefits. Prior to her Senate-confirmed service, Lisa spent nearly 30 years representing... Read More →
Friday October 9, 2026 11:00am - 11:50am EDT

1:55pm EDT

How to make a name for yourself
Friday October 9, 2026 1:55pm - 2:45pm EDT
Should you start a newsletter? A podcast? Write a book? Or stick to social media? Our panelists discuss how to make the most of various media as a personal finance journalist.
Moderators
avatar for Lindsey Stanberry

Lindsey Stanberry

Founder, The Purse
Lindsey Stanberry is a CFP® and founder of The Purse, a media platform focused on women and money. She spent the last decade working for some of the biggest brands in digital media including Refinery29, CNBC, and Fortune with a focus on growing diverse audiences. At Refinery29, she... Read More →
Speakers
avatar for Tim Herrera

Tim Herrera

Founder, Freelancing With Tim
Tim Herrera is an editorial consultant and the founder of Freelancing With Tim, a suite of educational resources designed to help journalists navigate the industry. He previously worked at The New York Times for six years, where he helped launch and then edited for the service journalism... Read More →
avatar for Kara Perez

Kara Perez

Author, Founder Kara Explores Money
Kara Perez is the founder of Kara Explores Money, where she studies money, policy, and sustainability. She is the author of the book, Money For Change. Kara has been featured in the New York Times, Good Morning America Forbes, NPR, Glamour, ABC Nightline News, and US News and World... Read More →
avatar for Mandi Woodruff-Santos

Mandi Woodruff-Santos

Podcast Host, Brown Ambition Podcast
Mandi Woodruff-Santos is an award-winning podcast host, author, entrepreneur, and money and career expert. She is the host of Brown Ambition, where she helps women build wealth, pursue meaningful careers, and navigate ambition on their own terms. A former financial journalist and... Read More →
Friday October 9, 2026 1:55pm - 2:45pm EDT

2:55pm EDT

How AI can and can't help inform financial reporting
Friday October 9, 2026 2:55pm - 3:45pm EDT
Artificial intelligence is changing the way journalists report personal finance. Learn where AI can add value, from data mining to document analysis to research -- and where human judgment, verification and sourcing remain essential. You'll leave with practical tips for using AI responsibly without sacrificing accuracy or trust.
Speakers
avatar for Andrea Fuller

Andrea Fuller

Reporter, The New York Times
Andrea Fuller is a New York Times reporter who uses data analysis to make sense of complex topics. She has worked as a data journalist for more than 15 years and joined The Times in 2025. Previously, she was a data reporter on the investigations team at the Journal for more than... Read More →
avatar for Caitlin Ostroff

Caitlin Ostroff

Data Reporter, The Wall Street Journal
Caitlin Ostroff is a reporter for The Wall Street Journal who combines shoe-leather reporting with computer programming and data analysis to tell in-depth and investigative stories. She often writes about crypto companies and previously covered European financial markets out of The... Read More →
avatar for Ben	Welsh

Ben Welsh

News Applications Editor, Reuters
Ben Welsh is a reporter, editor and computer programmer with more than 20 years of experience as a data journalist. At Reuters, he leads a team charged with the development of dashboards, databases and automated systems that benefit clients, inform readers, empower reporters and serve... Read More →
Friday October 9, 2026 2:55pm - 3:45pm EDT

3:55pm EDT

Story pitching clinic
Friday October 9, 2026 3:55pm - 4:45pm EDT
Hone your skills as we look at a personal finance study as a group and do a round-robin to come up with unique story angles on the fly and talk about how to source stories so they don't all sound the same. Then we will workshop story ideas for intrepid volunteers.
Speakers
avatar for Beth Pinsker

Beth Pinsker

Financial Planning Columnist, MarketWatch
Beth Pinsker is a financial-planning columnist at MarketWatch. She has been a certified financial planner (CFP®) since 2018. Previously, she worked at Reuters, Fidelity and Walletpop.com. She is the author of "My Mother's Money: A Guide to Financial Caregiving" and the upcoming "Retire... Read More →
Friday October 9, 2026 3:55pm - 4:45pm EDT
 
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