Delaware EARNS is here! Learn all about how we’re helping to bridge our state’s retirement savings gap. More Info

Delaware.gov logo

Colleen C. Davis
State Treasurer


Treasury Talks with State Treasurer Colleen Davis



alt=""

 

Treasury Talks is a series of videos in which State Treasurer Colleen Davis talks with people from around the state and around the country about financial related information that relates to everyone.

 

 

 

Latest Episode

 

 

 

 

In this edition of Treasury Talks, we mark August as ABLE to Save Month by speaking with Eric Ochmanek who heads ABLE today, the new effort of the National Association of State Treasurers (NAST) designed to raise awareness of ABLE programs and how they help create financial stability and empowerment for people with disabilities.

 

 

 

 

Previous Episodes

 

 

 

 

In this edition of Treasury Talks, Delaware State Treasurer Colleen Davis talks with Brent Hobby of CampusGuard about the importance of security and compliance regarding credit card payments.

 

 

 

 

 

 

In this edition of Treasury Talks, Delaware State Treasurer Colleen Davis welcomes Shawn Wooden, Treasurer of the State of Connecticut and President of the National Association of State Treasurers. The two talk about the impact of their positions on the local and national levels, as well as how State Treasurers respond to international affairs.

 

 

 

 

 

 

In this edition of Treasury Talks, Delaware State Treasurer Colleen Davis speaks with Dan Scholl about bond markets. They discuss what the bond markets are, how they differ from other markets, and how they’re impacted by current events.

 

 

 

 

 

 

In this edition of Treasury Talks, Delaware State Treasurer Colleen Davis speaks with student loan expert Heather Jarvis. Heather discusses the complexities of student loans, and the opportunity that many people now have, for a limited time, to have those loans forgiven.

 

 

 

 

 

 

In this episode of Treasury Talks, Delaware State Treasurer Colleen Davis speaks with Marcia Scott, Executive Director of the Delaware League of Local Governments. Marcia talks about what the organization does and how it serves its members, plus how the Office of the State Treasurer and the League worked together to distribute ARPA funds.

 

 

 

 

 

 

In this episode of Treasury Talks, Delaware State Treasurer Colleen Davis speaks with Kia McCallister-Young about America Saves Week, the annual campaign encouraging people to do a financial check-in and get a clear understanding of the importance of saving.

 

 

 

 

 

 

In this edition of Treasury Talks, State Treasurer Colleen Davis takes an in-depth look at how Delaware is spending money it received from the American Rescue Plan Act (ARPA). Treasurer Davis is joined by Claire DeMatteis, the person tapped by Governor Carney to guide those decisions.

 

 

 

 

 

 

In this edition of Treasury Talks, Delaware State Treasurer Colleen Davis speaks with Daniel Madrid, the Chief Operating Officer of the office. Daniel is one of the key players in Delaware leading the “Digital Government” movement in its efforts to improve the way residents and visitors interact with the state.

 

 

 

 

 

 

In this edition of Treasury Talks, State Treasurer Colleen Davis speaks with Philadelphia Inquirer journalist Erin Arvedlund about the practice of taking money from retirement funds to pay for college for children or grandchildren. Erin’s reporting shows that people are retiring later than planned as a result, and also incurring student debt right along with the students themselves.

 

 

 

 

 

In this edition of Treasury Talks, Delaware State Treasurer Colleen Davis speaks with State Representative Larry Lambert, the prime sponsor of H.B. 205, the Delaware Expanding Access for Retirement and Necessary Savings (“EARNS”) program. Rep. Lambert talks about how his background showed him the importance of a program like DE EARNS and how it will help thousands of Delawareans.  Click here to learn more about DE EARNS.

 

 

 

 

 

 

In this edition of Treasury Talks, State Treasurer Colleen Davis welcomes Deputy State Treasurer Liza Davis. Liza tells us what brought her
to Delaware, what she does in her role as Deputy Treasurer, and her current project involving the distribution from the American Rescue Plan Act (ARPA) to the state’s non-entitlement municipalities.

 

 

 

 

 

 

May is older Americans Month, so in this edition of Treasury Talks, Delaware State Treasurer Colleen Davis speaks with Delaware Insurance Commissioner Trinidad Navarro and Lakia Turner, Director of the Delaware Medicare Assistance Bureau (DMAB). They discuss the benefits of DMAB for Delaware seniors, and discuss the other roles, and some misconceptions, about the department.

 

 

 

 

 

 

In this edition of Treasury Talks, Delaware State Treasurer Colleen Davis speaks with Heather Lavallee, the Chief Executive Officer of Wealth Solutions for Voya Financial. Heather discusses the importance of planning for the future and the impact on retirement planning caused by the coronavirus pandemic.

 

 

 

 

 

As Financial Literacy Month comes to a close, Delaware State Treasurer Colleen Davis devotes this edition of Treasury Talks to financial education in Delaware schools. Treasurer Davis welcomes Dusty Shockley of the Delaware Department of Education and Scott Bacon of the University of Delaware’s Center for Economic Education to talk about financial education requirements for Delaware schools, and how  teachers are learning to teach financial literacy.

 

 

 

 

 

In this edition of Treasury Talks, Delaware State Treasurer Colleen Davis speaks with her colleague from the City of Wilmington, Treasurer DaWayne Sims. Treasurer Sims talks about how his upbringing led him to a life of service and how his background is shaping his vision for his office and the city.

 

 

 

 

 

In this edition of Treasury Talks, Delaware State Treasurer Colleen Davis speaks with Delaware Lieutenant Governor Bethany Hall-Long. The Lt. Gov. discusses how her career as a nurse and professor led her to politics and how she rose to become Lieutenant Governor. Treasurer Davis also discusses the important role Lt. Gov. Hall-Long is playing as Delaware moves through the coronavirus pandemic.

 

 

 

 

 

In this edition of Treasury Talks, Delaware State Treasurer Colleen Davis speaks with Deborah Goldberg, State Treasurer of Massachusetts and immediate past president of the National Association of State Treasurers (NAST). Treasurer Goldberg talks about how the takeover of a family business led her into public service, and how she employs family philosophy in serving her constituents and working with employees.

 

 

 

 

 

In this edition of Treasury Talks, Delaware State Treasurer Colleen Davis speaks with former Delaware Governor Jack Markell. Governor Markell talks about the 10 years he spent as State Treasurer and talks about taking the oath as Governor just as Delaware and the rest of the country began emerging from the great recession.

 

 

 

 

 

In this edition of Treasury Talks, Delaware State Treasurer Colleen Davis speaks with Delaware Governor John Carney. The Governor talks about how his background working on budget issues for New Castle County helped position him to become Secretary of Finance under then Governor Carper. Governor Carney also talks about the economic impact of the coronavirus and how Delaware’s strong fiscal controls are helping the state hold steady.

 

 

 

 

 

In this edition of Treasury Talks, Delaware State Treasurer Colleen Davis goes in-depth into the banking services provided by the office as she speaks with Lisa Embert, the Director of the office’s Division of Reconciliation and Transaction Management. Lisa, who has been in the office since 1998 talks about changes over the years, challenges brought on by the coronavirus pandemic, and lets us in on a few secrets about the people in the office.

 

 

 

 

 

In this edition of Treasury Talks, Delaware State Treasurer Colleen Davis speaks with Kelly Mitchell, State Treasurer of Indiana, and current President of the National Association of State Treasurers (NAST). Treasurer Mitchell talks about how her duties differ from those of her colleagues in other states, as well as how she’s working with her counterparts across the country as the head of NAST.

 

 

 

 

In this edition of Treasury Talks, Delaware State Treasurer Colleen Davis speaks with Stacey Hunter Withers, Tax Campaign Director for the Nehemiah Gateway Community Development Corporation. As Nehemiah prepares for its Earned Income Tax Credit (EITC) Awareness Day on Jan. 29th, Stacey talks about Nehemiah’s legacy of providing free tax preparation services to those who need help, and how the program has changed due to the coronavirus pandemic.

 

 

 

 

 

 

In this edition of Treasury Talks, Delaware State Treasurer Colleen Davis speaks with Shaun Snyder, Executive Director of the National Association of State Treasurers (NAST). Shaun explains how the association works to assist State Treasurers, outlines priority issues for the coming year, and talks about how NAST shifted how it operates as a result of the coronavirus pandemic.

 

 

 

 

 

 

In this edition of Treasury Talks, Delaware State Treasurer Colleen Davis talks with Rashmi Rangan, the long-time executive director of the Delaware Community Reinvestment Action Council (DCRAC). Rashmi talks about the important role DCRAC plays in communities that are underserved when it comes to banking and other financial services.

 

 

 

 

 

 

In this edition of Treasury Talks, Delaware State Treasurer Colleen Davis speaks with Jim Myran, Executive Director of Government Efficiency Accountability Review (GEAR) for the State of Delaware. Topics include how Delaware continues to thrive in its work during the coronavirus pandemic, and the future of digital government.

 

 

 

 

 

 

In this edition of Treasury Talks, Delaware State Treasurer Colleen Davis speaks with financial advisor Vonetta Young about how racial inequities are affecting financial opportunities for people of color and how she’s working to change it.

 

 

 

 

 

 

In this edition of Treasury Talks, Delaware State Treasurer Colleen Davis speaks with John Flynn, Chair of Delaware’s Cash Management Policy Board. John talks about the role of the board in investing the state’s money and how a near-catastrophic situation led to its creation.

 

 

 

 

 

 

In this edition of Treasury Talks, Delaware State Treasurer Colleen Davis speaks with Maria Luna-Medina, a financial coach and Social Security Administration benefit counselor with ServiceSource Delaware. Treasurer Davis and Maria discuss how ServiceSource helps people with disabilities, and how her clients are facing the challenges of the coronavirus pandemic.

 

 

 

 

 

 

In this edition of Treasury Talks, Delaware State Treasurer Colleen Davis talks to Lucretia Young, AARP Delaware State Director about retirement preparation and planning, and how AARP members are dealing with the coronavirus pandemic.

 

 

 

 

 

 

In this edition of Treasury Talks, Delaware State Treasurer Colleen Davis discusses retirement strategies for women with Catherine Collinson, CEO and President of Transamerica Institute and Transamerica Center for Retirement Studies.

 

 

 

 

 

 

In this edition of Treasury Talks, Delaware State Treasurer Colleen Davis talks about cryptocurrency…what it is, and what it means to you. Joining Colleen is John Collins, a founding partner at FS Vector, an advisory firm serving some of the world’s largest and most innovative financial technology companies.

 

 

 

 

 

 

In this edition of Treasury Talks, Delaware State Treasurer Colleen Davis speaks with State Senator Trey Paradee. Sen. Paradee was instrumental in helping Delaware establish ABLE Accounts, and now as a member of the legislature’s Joint Finance Committee is charged with helping write a budget bill that provides essential services as state revenues decline.

 

 

 

 

 

 

In this edition of Treasury Talks, State Treasurer Colleen Davis talks with John Krimmel and Jenn Appel of NEPC. NEPC is the investment consulting firm that advises the State of Delaware’s Cash Management Policy Board about how the State invests its money. John and Jenn discuss how they interact with board members and why they believe Delaware is in a good position despite the current economy.

 

 

 

 

 

 

In the edition of “Treasury Talks,” Delaware State Treasurer Colleen Davis talks with Emmanuel Jenkins of the Delaware Developmental Disabilities Council about the importance of financial independence for people with disabilities.

 

 

 

 

 

 

In this edition of Treasury Talks, Delaware State Treasurer Colleen Davis speaks with State Representative Krista Griffith. Rep. Griffith talks about how she began advocating for Delaware’s most vulnerable and underrepresented citizens, and how she’s carried that passion into her role as a state lawmaker.

 

 

 

 

 

 

In this edition of “Treasury Talks,” Delaware State Treasurer Colleen Davis talks with Lisa Massena about saving for retirement. While working in the Office of the Oregon State Treasurer, Lisa helped develop the OregonSaves Retirement Program and served as its Executive Director.

 

 

 

 

 

 

On this edition of Treasury Talks, Delaware State Treasurer Colleen Davis talks with University of Delaware Economics professor James Butkiewicz about how the coronavirus pandemic is affecting Delaware’s economy and what needs to happen for Delaware to recover.

 

 

 

 

 

 

In this edition of Treasury Talks, State Treasurer Colleen Davis speaks with Rick Geisenberger, Secretary of the Delaware Department of Finance about the state of the State’s investments and how Delaware is weathering the current economic storm.

 



+