2021 Sessions

Putting the Fun into Financial Literacy | 6/28 9:30am EST

Learning should always be educational, but it can also be fun! Come to this interactive session to learn how to bring financial literacy to life for your students. Through learning about different activities and thinking with a different lens, you will be prepared to teach and facilitate a group of students on the vitally important topic of financial literacy. By the end of this session, you will be ready to bring the whole concept of learning through fun to your place of learning. While we can all share our knowledge and experience, only the chosen few can entertain and teach! This is the session for you!

Embedding & Applying Financial Literacy Training in Workforce Development | 6/28 11:00am EST

Workforce development prepares and trains jobseekers for gainful, full-time employment. At Grant Associates, we take that preparation one step further. We have found that jobseekers with employment goals are also jobseekers with financial goals and vice versa. Providing and embedding financial coaching and financial literacy training along with our career services helps remove financial anxiety and helps jobseekers find additional financial stability as they move through our workforce development program and into their careers. Helping jobseekers get a handle on their finances by setting up a bank account, understanding their credit report, and saving for the future make a big difference in self-sufficiency outcomes and the overall happiness of the workforce. Join Grant Associates as we share strategies and best practices for integrating financial literacy and financial coaching directly into workforce service delivery and training.

WT* is a Non-Fungible Token (NFT)? | 6/28 12:30pm EST

This session will be light on jargon and heavy on the KISS (Keep it Sweet and Simple) method. The facilitator is not a technical expert on cryptocurrancies, blockchain, or anything else for that matter. Technology and time permitting the session will include a real time screen share of a NFT trading website. Part of the session will be presented using the student engagement platform Nearpod. No sign up is necessary to use Nearpod, a code will be provided to participants to access this resource. For optimal benefit participants are encouraged to use two devices or screens.

The Importance of Financial Education for Individuals with Disabilities | 6/28 2:00pm EST

Financial education is important for everyone, including people with disabilities. More than 20% of the population in the U.S. are individuals with disabilities. However, people with disabilities face unique financial challenges that are often missed in financial education curricula, such as understanding asset limitations and safe ways to save, Social Security Work Incentives, etc. In this session, speakers will discuss the special components of financial education that are relevant to the disability community. They will also present several financial education resources that will be useful to everyone, with particular interest for those who work with people with disabilities.

Pennsylvania Assistive Technology Foundation (PATF), a state and federal Community Development Financial Institution (CDFI), developed the first comprehensive financial education curriculum for people with disabilities, Cents and Sensibility: A Guide to Money Management. This guide is available in English and Spanish, in print and online. It covers such topics as the difference between needs and wants, money mapping (budgeting), how to maximize earned and unearned income, the importance of being banked, building credit, safe ways to save, identity protection, funding assistive technology, buying a home, adult decision-making, and a financial independence checklist for transition-age youth.

Attendees will also learn about the Educator Companion Manual that contains supplemental resources, quizzes, slides, and evaluation to help instructors teach Cents and Sensibility in a classroom environment. Speakers will share information on relevant educational standards, lessons, and activities that help students progress through the program and apply financial education concepts learned.

Speakers will also show attendees how to use StudyMoney.us, a newly redesigned website that is a companion to Cents and Sensibility. Utilizing the latest Web Accessibility Guidelines (WAG 2.0), online gamification, and best practices in financial education, StudyMoney.us is a one-of-a-kind financial learning website designed to engage and motivate individuals with disabilities. Users earn a badge for each topic area completed and a certificate after completing the entire curriculum. The website is completely free to use, and visitors can complete all topics or only subjects relevant to them.

Dr. Robert Arnhold will present a case study about how he is using the Cents and Sensibility curriculum with students with an intellectual disability or autism in the Growing Together Aquaponics employment program at Slippery Rock University.

Weaving Into the Tapestry of Campus Culture | 6/28 3:30pm EST

How do you deepen relationships with college and university partners in ways that may help you become part of the campus culture? Join Commonwealth Credit Union while we highlight aspects of our financial empowerment partnerships with the University of Louisville and the Metropolitan College work-force program where we have become active elements in student journeys. Online education… food pantry… branch presence… social media… specialized programming… There’s a lot to unpack and explore!

Teaching Students How to File Income Taxes | 6/28 5:00pm EST

“They never taught us anything useful, like how to do your taxes.” Your students won’t be among those with this complaint after you guide them through the process of filing federal and state taxes. This session walks through a two-day activity that also includes a discussion of the purpose of taxes and why they’re so unpopular. Participants will have access to materials they can use in their own classrooms.

The “When” of Financial Education | 6/28 6:30pm EST

What if there was a perfect time for students to absorb vital information? A time when they were most ready to not only learn new skills but also apply them to their lives? Wouldn’t you want to know? What we teach students in terms of financial education is important, but when we teach what is arguably even more important. Together we’ll explore the research, examine our current practices, and imagine what financial education might look like with a heavier emphasis placed on timing.

What’s your Why? | 6/28 8:00pm EST

This lesson will take you on a journey to uncovering your financial “why” – or purpose – which will elevate your ability to achieve your goals. Letting your why be your North Star to accomplishing these goals is key. Whether it is to pay off debt, buy a house, graduate college debt-free, or retire early; knowing your why will help make these dreams a reality.

As educators, we have an amazing opportunity to uncover the hidden potential in those we coach, mentor, and teach. Through asking questions, listening, and uncovering a person’s passion or their reason for getting up in the morning, we have a chance to strengthen their relationship with money. This lesson resonates with all audiences, whether they’re 15, 25, 45 or 85.

Strategic Storytelling for Financial Experts | 6/29 9:30am EST

A recent study found only 5% of attendees recalled a statistic after a presentation, while over 63% recalled a story. Given the sheer amount of information students get each day, it’s challenging for financial educators to get students’ attendance, attention, and engagement.

Through 10+ years as a comedic financial speaker & storyteller, Colin Ryan has developed a simple storytelling formula that strengthens your financial workshops, counseling, videos & marketing. Stories make our financial education more clear, memorable and effective. Stories aren’t boring or preachy. Instead, stories humanize us and create the psychological safety students need to reach out when they’re feeling vulnerable, ashamed, or hopeless, and to ask for that help proactively rather than reactively.

Skills covered: a simple formula to tell stories that build trust and motivate action; how to create respectful humor, engagement, and confident vulnerability when presenting & counseling; how to increase turnout for your current programming.

Mind your Money – Psychology of Saving | 6/29 11:00am EST

Have you ever wanted to save your money but found it too stressful to keep yourself from spending? When it comes to setting money aside, it’s important to know what your roadblocks and motivations are. Participants will learn about various savings strategies and how to maintain their Financial Well Being (FWB) in the process of saving.

Join us to learn some valuable information about strategies to help you meet your saving goals. In the session, you will learn:
• How to assess your Financial Well-Being (FWB) levels;
• How having savings can increase your Financial Well-Being;
• How to create savings goals that you can achieve;
• What your money values and savings roadblocks are; and
• List at least 5 different strategies to keep you committed to your savings goal!

A newfound sense of awareness into the psychology of saving can allow participants to become informed savers who are less likely to spend their hard earned cash and make the act of saving become an unconscious habit.

Mind Your Money: Psychology of Spending | 6/29 12:30pm EST

Have you ever wondered why you decided to buy a particular item or why you chose one brand over the other? When it comes to getting consumers to make purchases, marketers have spent countless dollars and hours towards understanding human behaviour. Participants will learn about various marketing techniques and strategies to resist temptation.

Join us to learn some valuable information about marketing techniques and strategies to resist temptation. In the session, you will learn:
• How marketers influence our emotions to encourage buying;
• How technology leads us to overspend;
• Different sales methods retailers use with in person and virtual stores;
• How pricing impacts our likelihood to purchase an item;
• Ways our friends and family can influence our spending; and
• Strategies to become self-aware protect ourselves from marketing tactics!

A newfound sense of awareness into the psychology of money can allow participants to become informed consumers who are less likely to buy impulsively or to spend more money without realizing it.

Social Learning Principles Applied to Generate 21st Century Results | 6/29 2:00pm EST

2020 threw traditional Financial Capability learning practices a curve ball, no doubt. Many of those who lead Financial Capability learning (you may call it “financial literacy training”) initiatives were suddenly faced with shifting to new methods and platforms to reach those they serve.

In the midst of this shift, how many among us simply pivoted to applying the same live learning methodologies used for decades to a digital, virtual platform?

And, how many among us have leveraged this time in our evolution to deeply examine and rethink every standard and practice upon which we have long relied to ensure that we are firmly rooted for optimal impact deeper into the 21st century?

Join Barry from the FPP Coalition, a nationwide leader in immersive learning events and initiatives, as he shares insights and easy-to-apply practices from his 20+ years of experience as a Learning and Performance leader. His guidance and models will help any practitioner who desires to optimize their investment in others’ learning to ensure they stretch beyond the “smile sheet” metrics to deeper learning, behavior change and lasting outcomes.

Teaching & Practicing Basic Principles of Economics: The Arts of Money Management | 6/29 3:30pm EST

Basic principles of economics are essentially everyday decision-making tools, especially with money management. The earlier youth learn and master these principles, the better the knowledge gain and behavior confidence in making appropriate financial decisions towards a better economic future. Join us to learn how elementary school children are using economics and finance interactive activities to learn and understand money management.

This program demonstrates practical hands-on activities based on Scarcity of income to spend and save; Choice and Preference; Budgeting for goods and services; Market of consumer goods and services (demand and supply); and Prices of goods and services.

The program motivates participants or teachers to enable elementary school children to acquire decision-making skills from learning and practicing basic principles of economics to master the economic importance of Earning, Spending, Saving, and Sharing. It is expected that overall, the program would increase knowledge of basic economics and money management.

Financial Focus: Prepare for the Unexpected | 6/29 5:00pm EST

Gain insights into and understanding of the key personal finance behaviors and actions necessary to prepare for unexpected events that can lead to financial emergencies.

The presentation will highlight strategies for preparing for the unexpected. We will explore tried-and-true approaches to financial stability as well as strategies that emerged in response to pandemic and its economic impact.

Additionally, free classroom-ready materials, including activities and lessons from the new infographics booklet, infographic posters, and additional resources, will be shared. Participants will receive the infographic posters and the new booklet of lessons and activities to support the infographic posters.

The Dynamics of Financial Literacy | 6/29 6:30pm EST

Why do financial literacy topics change? The effects of historical actions, technology and economic conditions often create new directions and challenges and this dynamic topic requires continuous review. This session will identify changes that had their roots in the New Deal of the Great Depression and the effects in today’s world of financial literacy. The Social Security number, payroll taxes and unemployment insurance not only brought desired change but also the unintended consequence of identity theft. Informational text articles with lessons provided!

How to Shake Financial Numbness | 6/29 8:00pm EST

2020 changed how we do things, slowed us down, halted us from moving forward. It became a “Year of Stop Planning.” Many people are stuck and don’t know how to get back in control. In this workshop, we talk about the dangers of getting “stuck” in your financial stress and what you need to do to start moving forward again. We cover what stress and anxiety does to our wellness (physically, mentally AND financially) and what we can do now including reframing strategies like changing perspective and practicing gratitude, joyfulness and the 10 facets of resilience. You will leave with tools that will refresh your spirit (and your pocketbook) and set you on a positive path back to normal.