On Friday, October 14, please join the Connecticut Jump$tart Coalition and noted financial author and columnist Beth Kobliner for a Summit focusing on the money experiences of millennials and their implications for the  financial education of Connecticut youth.  The conference will be held at the Sheraton Hartford South Hotel in Rocky Hill from 8 AM to 3:30 PM.

 

When it comes to personal money management, millennials have faced more challenges than most of the generations before them.  They experienced the biggest economic recession since the Great Depression.  They are swimming in student debt, engaging in expensive credit card behaviors and raiding their retirement accounts—if, indeed, they have one.   On top of it all, most have come of age without the benefit of any formal financial education. 

What are we – as educators, parents, policy makers, businesses and communities – learning from their experiences to help us better prepare the young people behind them for an even more complex economy and financial world?

 The 2016 Connecticut Financial Literacy Summit: Empowering the Next Generation will explore this topic with a host of experts who have front-line insights into the research and resources, practices and policies that can turn the tide for the next generation.  It will be a day of practical information, new perspectives and lively discussions that will re-energize attendees’ efforts to create a financially-capable young America.

Who Should Attend

 Educators, school superintendents, assistant superintendents, financial aid and guidance counselors, other school administrators and personnel; policy-makers; businesses; non-profits and for-profits that offer a financial literacy component; parents; community advocates for financial education.

Register Now!    

 

PROGRAM SCHEDULE

NOTE:  SUMMIT DOORS OPEN AT 8AM and PRESENTATIONS BEGIN PROMPTLY AT 8:30 AM!

Registration/Continental Breakfast                8 - 8:30 AM

Welcome & Panel Presentation                     8:30 - 9:45

Session I Workshops                                      10 - 10:50

Session II Workshops                                     11 - 11:50

Buffet Lunch & Keynote Address                    Noon - 1:15 PM

Financial Decision-Making Simulation           1:15 - 2:30

Wrap-Up/Networking                                       2:30 - 3:30

 

SUMMIT KEYNOTE SPEAKER 

BETH KOBLINER

Beth Kobliner is a commentator and journalist, author of the New York Times bestseller Get a Financial Life: Personal Finance in Your Twenties and Thirties, as well as Make Your Kid a Money Genius (Even If You’re Not), a new book for parents coming from Simon & Schuster in February 2017. Kobliner is one of the nation’s leading authorities on personal finance for young people. She has been a columnist for Money, Glamour, and Redbook magazines, and a contributor to the New York Times, the Wall Street Journal, O: The Oprah Magazine, and Reader’s Digest. Her writing appears on The Huffington Post, SheKnows.com, and Money.com. Beth has appeared on TV, including NBC’s Today show, ABC’s Good Morning America, CBS’s Early Show, and on radio shows including National Public Radio’s Morning Edition. She has been a regular contributor to MSNBC as well as NPR’s The Takeaway and Marketplace.

In 2010 Beth was selected by President Barack Obama as a member of the President’s Advisory Council on Financial Capability, where she created MoneyAsYouGrow.org. The site, offering 20 essential, age-appropriate money lessons for kids, attracted more than 1.4 million visitors before being adopted by the Consumer Financial Protection Bureau in 2016. Beth graduated from Brown University and lives with her family in New York City.

 

Workshop Schedule

Session #1 – 10:00 to 10:50 AM

 

Option A:

Debt: The New Driver of Pathways to Young Adulthood…and Its Implications for Financial Education

Presenter: Amy Marty Conrad, National Endowment for Financial Education

Amy Marty Conrad will overview compelling new research sponsored by the National Endowment for Financial Education on the growing impact of debt on the careers, aspirations and life decisions of young adults.   These studies clearly show that young people today have an entirely different set of opportunities and constraints from the youth of past decades, making financial capability an increasingly critical determinant of quality of life.

 

Option B:

An Introduction to EverFi’s Free Digital Financial Literacy Tools  

Presenters: Maddy Murphy and Luke Martin, EverFi

EverFi, a technology education innovator, has partnered with the MassMutual Foundation to offer Connecticut schools free use of its financial literacy programs for the elementary, middle-school and high-school levels.   Workshop attendees will see the EverFi financial literacy platform in action and get access to their own accounts, as well review the efficacy of the program through knowledge gain and student preparedness data from the 2015-2016 school year.   (Note:  Although it is recommended that teacher interested in EverFi’s tools attend this workshop, those who do not may also sign up for an account at the EverFi table.) 

Session #2 – 11:00 to 11:50 AM

 Option A:

Millennials & Money: Financial Decision-Making in a New Generation

Presenter:  Rebecca Liebman, LearnLux  

 Financial technology – “fintech” for short – is creating a fundamental shift in how personal finance is approached across the globe.  Rebecca Liebman, Co-founder and CEO of LearnLux, will zero in on millennials -- her company's major market -- and discuss how the digital revolution and this age group’s unique characteristics are influencing the way they think about their finances.  Join her for an insider's look at the demographic and technological changes sure to impact the financial decision-making of today's students as they enter young adulthood. 

 Option B:

Guerilla Tactics in the Personal Finance Classroom

Presenters: Maryanne Taft and Holly Ruiz, West Hartford School District

 Two veteran financial literacy teachers in the West Hartford public school system will share their best tips and ideas on getting the resources, support and training needed to create a relevant, engaging and highly-valued financial education program for high school students.

Conference Panelists and Presenters

   

Amy Marty Conrad, National Endowment for Financial Education 

Amy is a program manager at the National Endowment for Financial Education (NEFE), where she runs CashCourse, one of the largest financial literacy programs for college students in the country.  Amy has been with NEFE since early 2012, working in both communications and in program administration. She holds a master’s degree in integrated marketing communication from the University of Denver and a bachelor’s degree in journalism from the University of Florida.

 

 Colleen Kipfstuhl,  PricewaterhouseCoopers

 

Colleen Kipfstuhl, Director, Corporate Responsibility, is responsible for leading and driving initiatives in support of PwC’s commitment to financial literacy and youth education.  In this role, she is responsible for identifying and implementing employee-engagement strategies, nonprofit partnerships and volunteer opportunitiesaligned with PwC’s Earn Your Future™ program, a $190-million commitment to improve the financial competency of American youth.

 

Rebecca Liebman, LearnLux 

 

Rebecca is the Co-founder and CEO of LearnLux, a financial education company for Millennials. She has a passion for startups, education and working with dedicated, excited people to make great things happen.  She founded two startups by the age of 20, had t he opportunity to live in Kenya, completed environmental research in Western Europe, and worked for several Boston-based startups that went through the MassChallenge and Techstars programs.   Rebecca was also on the 2016 Forbes 30 Under 30 list for education.

 Luke Martin, EverFi

 

Luke is Connecticut Schools Manager for EverFi, an education technology innovator that provides critical financial skills to K-12, higher education and adult learners. Luke brings his background as an educator into his work at EverFi, helping teachers, schools, and school districts make the most of EverFi’s resources in Connecticut and Rhode Island.

Maddy Murphy, EverFi

Maddy is Director of K12 Programs for EverFi.   Maddy has worked at EverFi for five years and helps maintain partnerships that bring EverFi’s services into schools across New England at no cost. 

 Holly Ruiz, West Hartford School District

Holly teaches a variety of business courses in the Business & Finance Department at Conard High School for West Hartford Public Schools, although Financial Literacy is her passion. She is a member of the Jump$tart Coalition and has been a presenter for the Connecticut Business Educators Association and the Annual State Personal Finance Conference over the past seven years.  Holly has taught online for Virtual High School and piloted an Online Personal Finance course for Brookfield High School. She is also an adjunct professor for the University of Bridgeport.  Prior to teaching, she worked in the accounting field.

 Maryanne Taft, West Hartford School District

Maryanne teaches Financial Literacy in the Business & Finance Department at Hall High School in the West Hartford School District.  She is a member of the Connecticut Jump$tart Coalition and has conducted workshops at the Annual State Personal Finance Conference for the past five years.   Prior to moving to Connecticut, she taught high school business courses in Ohio and was an adjunct professor with the University of Cincinnati. 

 

 

              MANY THANKS TO OUR 2016 SPONSORS:

         

       

 

 

                    

 

 

    

 

ABOUT THE JUMP$TART COALITION 

The Jump$tart Coalition for Personal Financial Literacy (www.jumpstart.org) is a national, non-profit advocate for financial education based in Washington, DC.  With a network of 51 affiliated state coalitions and their partners, the organization has become a well-respected national voice and resource for the financial literacy effort— remaining steadfastly committed to its primary mission of developing “financial smarts for students." The Connecticut chapter (www.ctjumpstart.org) is proud to have received the organization's State Coalition of the Year Award for 2015.