2006 Annual Conference on Financial Education

October 4-6, 2006
Portland, Maine

Schedule of Events

The Institute for Financial Literacy® hosts the Annual Conference on Financial Education™. The Conference provides professional development opportunities for individuals who work with financial literacy education. In addition to being a critical networking event for financial educators, the Conference offers attendees the opportunity to learn about current trends, develop funding strategies and advance the cause of financial education.

 

Wednesday, October 4

6:00 p.m.-9:00 p.m.
Registration, Exhibitors open

 

7:00 p.m.-9:00 p.m.
Opening Reception

Mix & mingle with conference attendees, speakers, sponsors & exhibitors. Light hors d'oeuvres, drink tickets.

 

Thursday, October 5

7:30 a.m.-9:00 a.m.
Registration, Breakfast, Exhibitors


9:00 a.m.-9:15 a.m.
Opening Remarks
Leslie E. Linfield, Esq., Executive Director, Institute for Financial Literacy®

 

9:15 a.m.-9:30 a.m.
Welcome: Hon. David Lemoine, Maine State Treasurer

 

9:30 a.m.-10:30 a.m.
Session I: Methodology--New Initiatives for Teaching Financial Literacy

Presenter(s): Dr. Gwen Reichbach, Reichbach & Assoc.; Carolyn May, Workforce Development Coordinator, Women, Work and Community
Overview: Teaching financial topics requires special modalities. What skills and tools work best for different age groups and for adults? How can we effectively bridge the right brain/left brain divide? What are common mistakes that counselors & educators make?

 

10:30 a.m.-11:00 a.m.
Networking Coffee Break

Overview: All breaks are designed to provide ample opportunity to meet other attendees and visit the exhibitors in a friendly, central location.

 

11:00 a.m.-12:00 p.m.
Session II: Government's Role as Financial Educator

Presenter(s): Cynthia Gibbons, Director of Financial Education, Massachusetts State Treasurer's Office; Hillary Hunt, Director of Financial Education, Pennsylvania Office of Financial Education; Chris Van Dyck, Investor Education Manager, Maine Office of Securities
Overview: The federal, state and local governments are becoming increasingly involved in financial education in schools, communities and workplaces. Hear from experts about various government agendas and learn where private organizations can play a role in their expanding responsibilities.

 

12:15 p.m.-1:30 p.m.
Luncheon & Keynote: Henry E. (Hank) Hildebrand, III, Chapter 13 Trustee, TN

Overview: A nationally renowned speaker and advocate for financial education, Mr. Hildebrand will address the vital role that financial educators play in helping people avoid, manage and recover from financial distress.

 

1:30 p.m.-2:00 p.m.
Session III: Financial Services and Financial Literacy—Where Mission Meets Margin

Presenter(s): Raymond P. Bell, Jr., Vice President, Creditors Interchange Receivables Management LLC; Leslie E. Linfield, Esq. Executive Director, Institute for Financial Literacy®
Overview: This panel will cover the role and obligations of banks, credit unions, and finance companies to support and provide financial education. Panelists will discuss ethical obligations and opportunities presented to businesses whose primary model is selling financial products to consumers.

 

2:00 p.m.-2:30 p.m.
Session IV: Professional Development for Financial Educators

Presenter(s): Lori Pollack, Director, Center for Financial Certifications
Overview: As the financial literacy movement grows, financial educators must seek out professional development opportunities to expand their knowledge base and keep current in this dynamic and fast-paced field. Ms. Pollack will address the challenges faced by financial educators as they evaluate certification programs.

 

2:30 p.m.-3:00 p.m.
Networking Coffee Break

3:00 p.m.-4:00 p.m.
Session V: Financial Education in Bankruptcy

Presenter(s): John P. Fitzgerald, III, Assistant United States Trustee
Overview: Last year, Congress enacted sweeping reform of the federal bankruptcy laws. This session will analyze the effects of the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005 (BAPCPA) on financial education. Mr. Fitzgerald will also provide an overview of the process to become an approved provider as well as the re-approval process.

 

5:00 p.m.-6:15 p.m.
Dinner

 

6:30 p.m.-9:00 p.m.
L.L. Bean (Freeport) shopping excursion

 

Friday, October 6

7:30 a.m.-9:00 a.m.
Breakfast, Exhibitors open

 

9:00 a.m.-10:30 a.m.
Session VI: Funding Financial Literacy

Presenter(s): John M. Gannon, Vice President for Investor Education, NASD
Overview: A “tough love” session presented by the folks who write the checks. More than just a course on grant writing, this session will cover the decision-making process and what grantors look for when funding financial education.

 

10:30 a.m.-11:00 a.m.
Networking Coffee Break

 

11:00 a.m.-12:00 p.m.
Session VII: Break-out Groups

Overview: Attendees will break into facilitator-led small groups to create action plans based on conference experience.

 

12:00 p.m.-12:30 p.m.
Closing Remarks: Leslie E. Linfield, Esq., Executive Director, Institute for Financial Literacy®

 

2:00 p.m.-4:00 p.m.
CPFC & CEPF exams—Optional