Ninth Annual Financial Literacy Leadership Conference 2016

Financial Literacy: What's Trending?

October 17-18, 2016

Atlanta, Georgia

Video Highlights of the Conference 

 

Conference Presentations

Workshop I: Analytics

Moderator:
Jay Liebowitz, Ph.D. Distinguished Chair of Applied Business and Finance
Harrisburg University of Science and Technology - Financial Literacy Education & Analytics: Some Thoughts

Panelists:
Sheryl Brissett Chapman, Ph.D., Executive Director
National Center for Children and Families - The Power of Data and Stories
Gary Mottola, Research Director, Office of Investor Education
FINRA Foundation
Irene Skricki, Senior Financial Education Program Analyst
Consumer Financial Protection Bureau - Measuring Financial Well-Being

Luncheon: Dr. Tahira K. Hira, Professor Emerita, Iowa State University - Importance of Financial Education

Workshop III: Technology and Financial Literacy

Moderator:
Hugh Norton, Director, Public Affairs, Financial Literacy
VISA

Panelists:
Susan Bistransin, NBCT Teacher Advisor
Society for Financial Education and Professional Development, Inc. - Technology in Financial Education
Rod Griffin, Director, Public Education
Experian - The Future of Financial Literacy

Workshop IV: Financial Literacy in the Workplace

Moderator:
Judy Chapa, Vice President of Corporate Social Responsbility
Financial Services Roundtable

Panelists:
Kristen Bryant
Commonwealth - Creating a Path to Financial Security for Employees
Andrea Johnson, Vice President, Retail Sales & Strategic Programs
TD Bank
Lee Ann Petty, Manager, Financial Education Institute
Regions Bank

Workshop V: Financial Literacy in Seminaries and Faith-Based Organizations

Moderator:
Terri Y. Montague, Consultant

Panelists:
Gay Byron, Ph.D.
Howard University School of Divinity
Jo Ann Deasy, Dreictor, Institutional Initiatives & Student Research
The Association of Theological Schools - The Economic Challenges Facing Future Ministers Initiative
Tamika Stembridge, Esq., Executive Director
dfree Global Foundation

Workshop VI: Youth and Financial Literacy Workshop

Moderator:
Melanie Mortimer, President
SIFMA Foundation - Youth and Financial Literacy

Panelists:
Tasha Bishop, President Elect
Tennessee Jump$tart/Apprisen
Maddy Halbach, Ph.D., NBCT, Instructor, Academy of Finance
Howard County Public School System - Motivating Students Through Competition
Leslie Jones, Youth Financial Education Analyst
Consumer Financial Protection Bureau

 

Workshop VII: Strategies for Students: Loan Repayment/Liquidation and Freshman Orientation

Moderator:
Joel V. Harrell, Ph.D., Senior Advisor, Chief Operating Officer
U.S. Department of Education - Loan Repayment/Liquidation and Freshman Orientation

Panelists:
Michelle Jones, Executive Vice President, Chief business and Development Officer
Clearpoint Credit Counseling Solutions
Cheryl Weiss, Student Debt Specialist
Wisconsin Department of Financial Institutions - Student Loan Debt
Todd Woodlee, Associate Vice President
iGrad/Enrich Financial Wellness

Workshop VIII: Financial Education for Small Business

 

Moderator: 
Mary White, Ph.D., Chairperson & Associate Professor
Department of Entrepreneurship and Small Business Management
Jackson State University
Guohua Ma, Ph.D., Associate Professor of Finance
Department of Business Administration, South Carolina State University
Thaddeus McEwen, Ph.D., Professor, Department of Management
College of Business and Economics, North Carolina A&T State University
Terri Denison, District Director
U.S. Small Business Administration, Georgia District Office - Small Business Financial Literacy Education Tools

Workshop IX: Financial Literacy and Life Transitions for Women

Moderator:
Deborah Owen
America's Welath Coach

Panelists:
Sharnikya Howard
Purpose Coach at Life Abundantly Coaching - Let's Talk Purpose: Bouncing Back Financial Adversity
Tacy Paul Roby, CFP, Financial Advisor
Potomac Financial Private Client Group, LLC - The Changing Conversation Around Money for Women
Elizabeth White, Author of "55, Unemployed, and Faking Normal"

Workshop X: Non-Traditional Financial and Credit Building

Moderator:
Nancy Schwartzmiller
Georgia Consortium for Personal Financial Literacy

Panelists:
Daniel Lee, Senior Corporation Finance Counsel
Office of Investor Education and Advocacy, Securities and Exchange Commission - Securities Crowdfunding
Equifax
Joanne M. Gaskin, AMP, Senior Director, Scores & Analytics
Alyssa Passarelli, Partner Success Manager
Mission Asset Fund​ - Lending Circles

Workshop XI: Role of Cohorts, Sororities and Fraternities in Financial Literacy

Moderator:
Sherrii Webb, Associate Manager, Corporate Citizenship
Ally Financial

Panelists:
Virda K. Lester, Ph.D., University Professor, Tuskegee University
and Tuskegee Chapter of the Links, Inc. - The Links, Incorporated, Tuskegee Chapter
Ernestine Sapp, Esq. (ret) of Counsel
Tuskegee Chapter of the Links, Inc.
Reginald Smith, Mortgage Banker
Bank of Kansas City
Kappa Alpha Psi Fraternity, Inc. - The Kappa Financial Literacy Foundation

 

Workshop XII: Social Work and Financial Literacy

Moderator:
Barbara Howard, Ph.D., Board of Directors
Society for Financial Education and Professional Development, Inc.
Panelists:
Gena McClendon, Ph.D., Project Director, Brown School of Social Work
Washington University at St. Louis - Financial Capability and Asset Building (FCAB)
Lissa Johnson, Director of Administration
Washington University at St. Louis
Jenny Jones, Ph.D., Dean, Whitney Young School of Social Work
Clark Atlanta University

Workshop XIII: Financial Literacy Beyond the Underserved Population

Moderator:
Amy Hennessy, Director, Economic Education
Federal Reserve Bank of Atlanta

Panelists:
Matushka Briggs, Relationship Manager, myRA Outreach
Federal Reserve Bank of Atlanta - myRA (my Retirement Account): A new Way to Start Saving for Retirement
Mark DiGiovanni, CFP
Marathon Financial Strategies - Ten Truths about Middle Class America
Peggy Muldoon, Project Manager, Consumer Education
National Endowment for Financial Education - Financial Literacy: Beyond the Underserved to the Middle Class
Brent Neiser, Senior Director
National Endowment for Financial Education - Engaging Your Community with Financial Education

Workshop XIV: Protecting our Veterans - Identity Theft and IRS Telephone Scams

Moderator:
Lee Banker, CFP, President
Apex Financial Services

Panelists:
Melissa Chedotal, Special Agent In Charge, Atlanta Field Division
Treasury Inspector General for Tax Administration - IRS Impersonation Scams: What You Should Know
Al Parker, Financial Educator
Society for Financial Education and Professional Development, Inc. - Fighting Back Against Scams and Identity Theft
Chad Riefli, Director of Programs a& Grants
Consumer Credit Counseling of Rochester - Helping Veterans to Protect Their Identity and Online Privacy
Society for Financial Education and Professional Development, Inc.
500 Montgomery St., Suite 400, Arlington, Virginia 22204
703.920.3807(p) 703.920.3809(f)
http://www.sfepd.org