2012 Agenda

Wednesday, May 16

8:00-5:00

Registration

8:00-9:00

Continental Breakfast

9:00-10:30

Susan Garland, Editor, Kiplinger’s Retirement Report

“Stretching a Retirement Nest Egg”

The workshop will explore several strategies—such as Social Security, reverse mortgages and annuities--to help retirees and those approaching retirement make their money last a lifetime.

10:30-10:45

Break

10:45-12:00

Brent Neiser, Senior Director of Strategic Programs and Alliances, NEFE

“Engaging Your Community with Financial Workshop Kits"

This workshop provides participants practical resources and strategies that can be used immediately to help nonprofits and financial educators to launch, revise, maintain, or evaluate financial education programming that meets the specific needs of their audience. Financial Workshop Kits (www.financialworkshopkits.org) is a website of the National Endowment for Financial Education (NEFE) and is used as a portal to NEFE tools, resources, and content that financial educators, community volunteers, and social services case workers can use to help community members become better financial decisions makers. Learn how you can use Financial Workshop Kits to create or strengthen unique, effective, and sustainable financial education programs.

12:00-1:15

Luncheon

1:15-2:30

Mark Eichorn, Assistant Director, FTC Bureau of Consumer Protection

“An Update from the FTC on Credit Reporting, Identity Theft, and Privacy"

2:30-3:45

James Martin, Professor of Social Work and Social Research, Bryn Mawr College

“To War Then Home: Understanding the Behavioral Health Challenges Confronting our Returning Veterans & Their Families”

This presentation focuses on post 9/11 era Veterans and their Families and the behavioral health challenges associated with “homecoming” and reintegration into family and community life. The presentation is intended to increase participant awareness, enhance participant knowledge, encourage the development of formal and informal support services, and promote individual and collective engagement with our returning Veterans and their families.

3:45-4:00

Break

4:00-5:00

Bonnie Braun, Professor & Extension Specialist, University of Maryland College Park

“Health and Financial Literacy: Health Insurance Literacy Matters”

Health reforms focus on health insurance to improve health. Consumers dread making health insurance decisions. In 2014, more consumers than ever will face those decisions. This session is a call for consumer education.

5:00

Dinner on Your Own

5:00-6:30

Fred Davis

"Navy PFM Training"

Thursday, May 17

8:00-5:00

Exhibits & Registration

8:00-9:00

Continental Breakfast

9:00-10:30

Sonya Smith-Valentine, Personal Finance Expert, Sonya Smith Valentine Enterprises

“Debt Problems Happen … Here's How You Respond”

When debt problems occur, your clients don't always know which way to turn. Dealing with creditors, debt collectors and collection lawsuits can be a source of frustration for your clients. If handled incorrectly, debt problems can have a negative domino effect on your clients' financial standing. It takes in-depth knowledge to ensure proper handling of your clients' debt problems. Sonya's presentation will empower you with knowledge of your clients' financial rights and appropriate resolution tips.

10:30-10:45

Break

10:45-12:15

Syble Solomon, President, LifeWise

“Money Habitudes Trump Good Intentions”

If good intentions and a well-developed plan were enough for success, money management would be easy, but it isn’t. Knowing what to do and doing it are two very different things. Discover how old habits and attitudes (habitudes) subconsciously influence financial decisions. Learn to use a simple tool to quickly identify those underlying habitudes to predict and prepare for obstacles that could sabotage the best-laid plans.

12:15-1:30

Luncheon

1:30-2:00

Cassandra E. McConnell, Deputy Assistant Director, Office of Financial Education, Consumer Protection Bureau

"Updates from CFPB"

This presentation will focus on priorities on consumer financial products and services, such as mortgages, student loans, and credit cards from the Consumer Financial Protection Bureau, the newest federal consumer protection agency. Speaker will also answer any questions that the audience has regarding the new agency.

2:00-3:15

Michael Staten, Endowed Chair and Director, Take Charge America Institute

"The Changing Credit and Payment Card Landscape for Consumers"

This presentation will highlight new regulations and market trends affecting the credit and the payment industries. As we emerge from the Great Recession, learn about implications for consumers in housing and mortgage markets, credit card and payment options, and debt relief alternatives. We'll also focus on the recent findings from research on financial education.

3:15-3:30

Break

3:30-5:00

Nicole Wanago, Assistant Director of Outreach, Take Charge America Institute

“Take Charge America Institute Financial Education Programs for Young Adults”

The Take Charge America Institute (TCAI) for Consumer Financial Education and Research at The University of Arizona has worked to create research-based educational outreach programs that improve the money-management skills and financial confidence of young adults. TCAI’s unique collaboration model works with teachers and financial education leaders at the local, state, and national levels through a variety of programs including the Family Economics & Financial Education Project (FEFE), Credit-Wise Cats program (CWC), and Consumer Jungle. Learn about TCAI’s free curriculum, teacher training programs, competitions, online games and other tools to develop money management skills in young adults.

5:00

Dinner on Your Own

5:00-6:30

Fred Davis

"Navy PFM Training"

Friday, May 18

8:00-3:00

Registration

8:00-9:00

Continental Breakfast

9:00-10:30

Eleanor Blayney, Consumer Advocate, Certified Planner Board of Standards

“Investing Like a Girl: Do Women Have What It Takes to be Savvy Investors?”

This session will look at the differences between men and women when it comes to investing, in terms of risk tolerance, goals, and decision-making. Strategies for educating women about investing, and engaging them in the management of their portfolios will be discussed, with particular emphasis on the ways investment concepts are communicated and presented.

10:30-10:45

Break

10:45-12:15

Sarah Davies, SVP Product Management & Analytics, VantageScore Solution, LLC

“Credit Score Impacts from Consumer Behaviors and Rehabilitation Strategies”

Using the VantageScore credit score algorithm, we will discuss how and why the score changes from various consumer actions. Additionally, we will present a variety of score rehabilitation strategies that can be used to improve a consumer’s credit score.

12:15-1:30

Luncheon

1:30-3:00

Flora Williams, Professor Emerita, Purdue University

“Financial Counseling and Planning from a Faith-Based Perspective”

This session explores processes, questions, forms, budget analysis, summary of situation, and checklists; theories, techniques, questions, and case studies for changing financial attitudes and practices; and the similarity and uniqueness of financial counseling and planning with faith-based perspective based on Scriptural references and research compared to traditional attitudes and practices.

3:00-3:15

Evaluation

3:15

Adjourn

Share This ShareThis

For more information, contact Jinhee Kim

Last updated: 04/30/2012