Day 1
8:00am – 9:00am
Breakfast
9:00am – 9:15am
Opening Remarks
9:15am – 10:15am
Personal Financial Resilience
Join us as we explore the topic of Financial Resilience: what it is, how to build it and why it is so important. This session will help you prepare for unexpected economic events and maintain stable personal finances.
José A. Medina & Arelis Rivera
10:15am – 10:30am
Coffee Break
10:30am – 11:30am
Putting the “Personal” in Personal Finance
During this session, we will look at why behavioral finance is so important to our financial capability. We will look at how our money messages develop and why our attitudes and behaviors towards money matter.
Cara Macksoud
Building a College Financial Literacy Program
Does building and maintaining a student financial wellness program at your college or university sound scary? Find your badge of courage in this session. We’ll discuss where to begin, leveraging relationships with colleagues and community partners, programming ideas, and promoting student engagement and attendance on campus and virtually.
Sydney Meimann
Digital Tech Tool Trends in Youth Financial Education
This session will cover current trends in financial literacy education, proven strategies for delivering financial education effectively, interactive tools and techniques for engaging audiences, the effectiveness of gamified learning, integrating these tools into various settings and curriculums, and leveraging technology to enhance user engagement and knowledge retention.
Karsten Walker
11:30am – 12:50pm
Networking Lunch
1:00pm – 2:00pm
The World Around Me:
Exploring Life with a Personal Finance and Economics Lens
Whether you buy a cup of coffee or celebrate a holiday, personal finance and economics are parts of the decisions you make. Through the personal finance and economics lens, explore the role of consumers, decisions, spending trends, and more. This hands-on session will share free resources and current data. Leave this session with the tools needed to help your students explore their economic world.
Claire Loup & Jackie Morgan
2:00pm – 2:15pm
Coffee Break
2:15pm – 3:15pm
Develop Smart Money Habits Early at Home with Dr Smart Money
Dr Smart Money is a comprehensive habit forming system that aims to address the curse of adult financial illiteracy early, at home, by ensuring proper conversations and habit forming systems for children early on, empowering and encouraging parents and children to develop life long smart money skills by using a unique toolkit system.
Harry Hakuei Kosato
3:15pm – 3:30pm
Snack Break
3:30pm – 4:30pm
Financial Cybersecurity: How and Why Criminal Target You,
and Methods to Increase Your Resilience
This session will introduce you to common methods for how and why cybercriminals target individuals. It follows with high value cybersecurity skills you can use to become a harder target without needing to become a security expert. Learn how basic cybersecurity hygiene can reduce the odds of a successful attack on your finances, and lower the impact when it happens.
Phil Susmann
6:00pm – 8:00pm
EIFLE Awards Dinner
Day 2
8:00am – 9:00am
Breakfast
9:00am – 9:15am
Morning Remarks
9:15am – 10:15am
The Road Least Travelled:
Empowering Underserved Communities through Financial Education
Financial education is a powerful catalyst for change, offering individuals the opportunity to break free from the cycle of limited opportunities and dependency. In our workshop, we emphasize the importance of building strategies in supportive and collaborative environments, reframing success from the perspective of individuals, corporations, and communities alike.
Join us on this transformative journey as we embark on “The Road Least Traveled.” Together, we can take one step at a time and build stronger, empowered communities that thrive on financial education. You have the power to create positive change.
Caroline Dennis
10:15am – 10:30am
Coffee Break
10:30am – 11:30am
Empowering Financial Freedom: The Impact of Career, Money,
and Life Coaching on Individuals and Future Generations
In today’s complex financial landscape, achieving financial freedom requires more than just financial literacy. It requires a holistic approach that combines career, money, and life coaching to empower individuals to take control of their financial well-being. In this session, Seedling Coach will share insights and strategies on how career, money, and life coaching can have a transformative impact on individuals, helping them find their path to financial freedom. From uncovering limiting beliefs and mindset shifts to setting financial goals and implementing effective savings and investment strategies, attendees will learn how coaching can unlock their potential and create a solid foundation for financial success. Join us to explore how career, money, and life coaching not only benefit individuals but also enable the education of future generations, shaping a financially empowered society.
Shawna Martin
Partnering with State-based Nonprofits to Provide
Financial Literacy Programs for College-Going Individuals
Postsecondary education is among the first and largest credit purchases a person makes in life. Unfortunately, too many college-going individuals do not receive the financial literacy education needed to make informed choices that would set them up for success. Speakers will share how partnerships between state-based nonprofits, K-12 schools, and other community organizations offer effective financial literacy programs and training to help college-going individuals make smarter choices that set them up for lifelong success.
Meghan Lustig, William Lindsey, Tanya Dreon, Keith Ritchie & Steven Held
Empowering The Next Generation Of Money-Wise
In a world where financial literacy is often overlooked, many individuals find themselves grappling with the complexities of money management. With the pressing need to equip students with essential money skills, it’s crucial for schools and administrators to take proactive steps in fostering financial literacy. In her talk, Aleta Sue Rhodes unveils transformative strategies to empower students with the knowledge and mindset to handle money responsibly and cultivate a positive relationship with their finances. With the introduction of new legislative requirements, it is crucial for schools and administrators to take a proactive approach to developing engaging and impactful financial literacy courses that align with budgetary considerations. Attendees will walk away feeling empowered around the topic of money and leave with a clearer path to create the dream and live it!
Aleta Sue Rhodes
11:30am – 12:50pm
Networking Lunch
1:00pm – 2:00pm
Your Money. Your Mission.
Changing the Dynamic of our Relationship with Money
Money is emotional. It can wreak havoc on life if you aren’t willing to take control of the relationship and conversation(s) within your financial household. Whether you are an educator, a business owner, or simply an individual looking to change the narrative of how we associate with money, this session will cover applicable ways to create a positive relationship with money for you, your students, and/or your employees. Through real conversation, we have identified ways to help individuals own their financial journey and build out a financial literacy curriculum that is real, raw and rewarding. Join me is discussing what that journey looks like as well as the opportunity to help this generation and the next develop healthy money habits.
Melissa Olson
The Road to Zero Student Loan Debt: BIG Savings with
the New SAVE Plan and Other Strategic Repayment Options
Federal student loan repayment is back! Looking to sort out repayment options? Join this session to unpack the essential details of all the federal student loan repayment options, with a special emphasis on the newest income-driven repayment plan, SAVE. Forgiveness, consolidation, and refinancing will also be unpacked! You CAN chart your own path and help others on their path to a debt-free student loan future by utilizing common repayment strategies based on income level and career trajectory. Come and learn how! Attendees will receive a comprehensive guide to repayment options and other takeaway resources.
Theresa Popp Braun
Shopping: The Dollars and Decisions
Want to engage students? Explore the supermarket to create inquiry and wise decision making! The products beg for purchasing—but is there more to consider besides an appealing package, name brand, and price? Challenge students to investigate advertising and marketing techniques that grab the dollars.
Jeannette Bennett
2:00pm – 2:15pm
Coffee Break
2:15pm – 3:15pm
The Drip, Drip, Drip of Leakage
This session will identify each and every form of liquidity possible from a tax-qualified retirement savings plan – confirming and highlighting which forms of liquidity are good (which don’t result in leakage), which are bad (leakage) and which are just plain evil (leakage plus penalty taxes). In identifying each form of liquidity, the session will also confirm how to open the spigot to liquidity without leakage, while plugging the gaping holes where liquidity results in leakage and otherwise avoidable taxes. Takeaways include a brochure attendees can take to their own employers, and that they can share with their students – what to ask for, what to avoid, and why.
Jack Towarnicky
3:15pm – 3:30pm
Snack Break
3:30pm – 4:30pm
Bringing Financial Literacy to New York
This seminar will focus on efforts to reach New York’s nearly 20 million residents about financial literacy meaning learn how to earn save, spend, manage and invest their money.
Maria T. Smith
Day 3
8:00am – 9:00am
Breakfast
9:00am – 9:15am
Morning Remarks
9:15am – 10:15am
Unlocking Financial Resilience: Benjamin Franklin’s 13 Virtues
Join us for a captivating exploration of Benjamin Franklin’s “13 Virtues” and their profound role as a timeless blueprint for achieving financial resilience. In this enlightening session, we will delve into these virtues to uncover their significance in financial success. Discover how you can embrace these virtues as guiding principles to fortify your financial stability in today’s dynamic world.
Bill Mills
10:15am – 10:30am
Coffee Break
10:30am – 11:30am
Teaching them to Fish:
The Power of Including Asynchronous Online Learning
What do fish and financial education have in common? They both come in all shapes and sizes. They both can be prepared in a variety of ways. They’re both “scale”able and can be part of a “school.” AND, they both align with the ancient proverb: “If you give a man a fish, he’ll eat for a day. If you teach a man to fish, he’ll eat for a lifetime.” Join us as we cast a reel into the waters of using asynchronous online learning as one of the tools in our tackle box. There’s nothing fishy going on here as we delve into concepts and practice on how to work with online financial education to strengthen our impact on those we serve.
Mary Handiboe & Michelle Robinson
11:30am – 11:45am
Closing Remarks
