2007 Annual Conference on Financial Education

October 3-5, 2007
Dallas, Texas

 

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.

2007 Annual Conference on Financial Education Mailer

 

2007 EIFLE Award Winners!

The Institute for Financial Literacy is pleased to announce the winners of the 2007 Excellence In Financial Literacy Education (“EIFLE”) Awards, which were presented in Dallas, Texas on October 4 at the 2007 Annual Conference on Financial Education. The EIFLE was created to acknowledge innovation, dedication, and the commitment of those supporting financial literacy education efforts. Awards were given in the following categories:

Institutional Book of the Year for Children in the Money Management Category
“Money Savvy Kids” by Susan Beacham at Money Savvy Generation

Educator of the Year
Daniel James Enga of Auriton Solutions

Organization of the Year (Not for Profit)
Networks Financial Institute at Indiana State University

Organization of the Year (For Profit)
M & I Marshall & Illsley Bank

Trade Book of the Year for Children in the Money Management Category
“A Smart Girl's Guide to Money: How to Make it, Save it and Spend it” by Nancy Holyoke and American Girl Publishing

Institutional Book of the Year for Children in the General Category
“NEFE High School Financial Planning Program (HSFPP)” by the National Endowment for Financial Education

Published Research Paper of the Year
“Assessing Adult Financial Literacy and Why it Matters” by Networks Financial Institute at Indiana State University, ed. John A. Tatom, Ph.D.

Visa Legislator of the Year
Congressman Rubén Hinojosa (D-TX)

 

Conference Schedule

 

Wednesday, October 3

6:00 p.m.-9:00 p.m. Setup and Registration
7:00 p.m.-10:00 p.m. Opening Reception

 

Thursday, October 4

7:00 a.m.-8:00 a.m. Continental Breakfast

7:00 a.m.-9:00 a.m. Setup and Registration

9:00 a.m.-9:30 a.m. Welcome and Opening Remarks

9:30 a.m. -10:15 a.m. Session I:

The Private Sector's Role in Financial Education
Corporate sponsors can offer many different resources to support the work of financial educators. This session will discuss what is available, how to effectively engage potential sponsors and how to encourage broader participation in your programs.

Jason Alderman, Director of Education Programs - VISA USA
Mr. Alderman directs the financial education programs of VISA, USA, including the Practical Money Skills for Life and What's My Score initiatives and sits on the boards of the California Jump$tart Coalition and the Financial Literacy Advisory Board of the American Association of Family and Consumer Sciences.

10:15 a.m.-10:45 a.m. Break

10:45 a.m.-12:00 p.m.

Session II: National Standards in Financial Education: Moving Beyond the Paper They're Printed On
Standards are only effective when put into practice. This session will discuss available standards, how to translate them into practical applications, and how to implement them.
Laura Levine, Executive Director - Jump$tart Coalition

Prior to joining Jump$tart, Ms. Levine served as Director of Education and Information for the NASD Office of Individual Investor Services, Director of NASDAQ Educational Foundation, and on the Industry Advisory Committee for DC Public Schools.

Gwen Reichbach, Ph.D., President - Gwen Reichbach & Associates
A member of the Institute for Financial Literacy's board, Dr. Reichbach is the retired Executive Director of the National Institute for Consumer Education (NICE) and a former Director of Education and Community Relations for Military Installment Loan and Education Services.

12:00 p.m.-1:00 p.m. Lunch & Keynote Address

Robert D. Manning, Ph.D., Author - Credit Card Nation
Dr. Manning is a Research Professor and the Director of the Center for Consumer Financial Services at Rochester Institute of Technology. A widely recognized expert on issues of consumer finance, he regularly appears before Congress and in the media.

1:00 p.m.-2:00 p.m. Session III: Credit Reports and Credit Scores

Credit reports and credit scores impact consumers' ability to obtain credit and how much it will cost. This session will discuss myths surrounding credit reports and credit scores and explore how credit bureaus and financial educators can work together effectively.

Rod Griffin, Senior Manager of Public Education - Experian
Mr. Griffin is responsible for Experian's national consumer education program and for supporting the company's public relations activities. He also produces Experian's consumer education materials and co-writes an online consumer advice column.

2:00 p.m.-3:00 p.m. Session IV: Developing Trends in Investor Education
Investor education is perhaps the most sought after and widely available subject in the financial education field. This session will discuss the current trends, identify the knowledge gaps and evaluate the impact of available investor education materials.
TBA

3:00 p.m.-3:30 p.m. Break

3:30 p.m.-4:30 p.m. Session V: Best Practices in Teaching Risk Management

Risk management and insurance get relatively little coverage from financial educators. This session will discuss the importance of insurance to consumers, clarify commonly held misconceptions and propose key points that should be conveyed to students.

Jason Terrell, Director of Programs - Insurance Education Institute
The mission of the Insurance Education Institute is to improve the understanding of insurance and risk management and their role in society by educating young people, creating curricula and providing teachers with professional development opportunities.

5:30 p.m.-7:00 p.m. Dinner & Presentation of the 1st Annual

Excellence In Financial Literacy Education™ (EIFLE™) Awards

7:00 p.m. MOVIE: In Debt We Trust: America Before The Bubble Bursts

 

Friday, October 5

7:00 a.m.-8:00 a.m. Continental Breakfast

8:00 a.m.-10:00 a.m. Session VI: Effective Grant Writing for Financial Educators
Grant funding is critical to most financial education efforts, yet the grant application process mystifies many educators . This session will discuss identifying grant makers, matching them with specific initiatives and developing effective grant proposals.
John O'Malley, O'Malley International Assoc.
Mr. O'Malley has prepared and written all manner of grant proposals to federal, state and city agencies and private/public foundations, including performing proposal planning and grant writing tasks in support of education and training programs for the LA Unified School District.

10:00 a.m.-10:30 a.m. Break

10:30 a.m.-11:30 a.m. Session VII: The Role of Financial Education in the Subprime Mortgage Market

The media has raised the specter of a crisis in the subprime mortgage market. This session will discuss legislative efforts to educate prospective subprime mortgage clients and what role lenders see for financial education in the subprime mortgage market.
TBA

11:30 a.m.-12:00 p.m. Closing Remarks

1:00 p.m.-2:45 p.m. Review Sessions for CPFC/CEPF (pre-registration required)

3:00 p.m.-5:00 p.m. CPFC & CEPF exams (pre-registration required)