Putting Financial Education to Work
Wednesday, Nov. 1, 2017

Moore Norman Technology Center
South Penn Campus
13301 S. Pennsylvania
Oklahoma City, OK 73170


Financial education builds career ready students, productive employees and empowered citizens. This free conference will connect you to new partners, initiatives and resources to better serve your stakeholders in the classroom, on the job and in the community. For more information, contact Steve Shepelwich.

Organizations interested in exhibiting at the conference should return the FEiO 2017 Exhibit Form no later than October 20.

Register today!


8:30 a.m. – Breakfast


9 a.m. – Opening Welcome

Pam Campbell, President, Oklahoma Jump$tart Coalition
Natalie Shirley, Oklahoma Secretary of Education and Workforce Development and President, Oklahoma State University-Oklahoma City
Joy Hofmeister, State Superintendent of Public Instruction

9:30-10:15 a.m. – Opening Session

Innovative Financial Education Strategies in the Workplace (View presentation)
Liddy Romero, Executive Director, WorkLife Partnership
The WorkLife Partnership has developed a unique model for helping employers of lower-wage, frontline workers improve job through a range of services including financial education. Liddy Romero will draw on this experience to share insights in how financial education can be provided in the workplace and how financial educators can develop productive collaborations with employers.

10:15 a.m. – Break


10:30-11:30 a.m. – Concurrent Sessions #1

Financial Empowerment Tools from the Consumer Financial Protection Bureau
Mary Griffin, Senior Advisor, Office of Financial Empowerment, Consumer Financial Protection Bureau
Jeremy Hegle, Senior Community Development Advisor, Federal Reserce Bank of Kansas City
The CFPB has created a wealth of resources to inform and empower consumers. This session will provide an overview of educational resources and consumer tools, and provide tips and insights on applying them to empower your clients.

Financial Education and the New Workforce Development Mandates
Stuart Andreason, Workforce Development Director, Federal Reserve Bank of Atlanta
Jennifer Staley, Senior Communications Specialist, Federal Reserve Bank of Atlanta
Financial education is now a mandated activity for workforce development programs that serve youth. This session will provide financial educators and workforce development professionals an understanding of each other’s interests, resources and strategies for collaboration, and tools to use with end clients.

Youth + Financial Education + Noncustodial Bank Accounts for Minors = SUCCESS! (View presentation)
Gloria Reynolds, Community Affairs Specialist, Federal Deposit Insurance Corporation
Financial education, combined with account experience at an early age, can shape a young person’s financial identity, attitudes and habits in a way that can last a lifetime. The WIOA recognizes this and requires in §681.460 that youth workforce programs make financial literacy education available. This session will provide links to financial education resources and guidance on opening noncustodial bank accounts for minors in Oklahoma, lessons learned and information gleaned from the FDIC’s Youth Savings Pilot and Youth Employment Initiative.

11:30 a.m.-1 p.m. – Lunch, keynote presentation and annual meeting

The Financial Diaries: How American Families Cope in a World of Uncertainty
Timothy Ogden, Managing Director, Financial Access Initiative, New York University
The Financial Diaries research project followed working households over several years to understand their financial needs, challenges and strategies. The findings provide insights that dispel common myths about financial behaviors and suggest new policy and program approaches.

Oklahoma Jump$tart Coalition Annual Meeting
Pam Campbell, President, Oklahoma Jump$tart Coalition

1 -2 p.m. – Concurrent Sessions #2

ICAP: Student Plans for Career and Academic Success
Shelly Ellis, Executive Director of School Support & Improvement, Oklahoma State Department of Education
All students will soon begin to develop their unique Individual Career and Academic Plan during their high school career. This overview of the ICAP will describe its goals and rollout strategy, as well as address connections it may have with financial education interests.

Integrating Financial Education and Summer Employment Programs (View presentation)
Keith Lawing, Executive Director, Workforce Alliance of South Central Kansas 
Diann Faflick, Teaching Specialist – College & Career Readiness, Career and Technical Education, Wichita Public Schools
Erin Risley-Baird, Executive Director, Oklahoma Office of Workforce Development (moderator)
Wichita’s summer youth employment program serves over 200 students and continues to grow. This session discuss how financial education is integrated into the program and the tools and resources that are used.

Your Money Your Goals (Part 1): A Frontline Toolkit
Inger Giuffrida, Financial Education and Asset Building Consultant
Your Money Your Goals is a financial education toolkit for frontline workers in social services, labor, workforce development and related fields. This session will provide an overview toolkit, an introduction to how it has been used and training in its used by organizations, and training on specific tools and resources.

2 p.m. – Break


2:15-3:15 p.m. – Concurrent Session #3

Your Money Your Goals (Part 2): A Frontline Toolkit
Inger Giuffrida, Financial Education and Asset Building Consultant
Your Money Your Goals is a financial education toolkit for frontline workers in social services, labor, workforce development and related fields. This session will provide an overview toolkit, an introduction to how it has been used and training in its used by organizations, and training on specific tools and resources.

Employability Skills and Financial Education: Finding common ground
Robert Greenlaw, Executive Administrator, Kimray, Inc
Lauren Wein, Global Curriculum and Instruction Manager, Generation

Cecilia Robinson Woods, Superintendent, Millwood Public Schools (moderator)
Employability skills, or soft skills, are in high demand by employers but often in low supply by students and job seekers. This session will discuss several initiatives to strengthen employability skills across the state such as OKcharacter.org. Opportunities for financial education to be integrated into these initiatives, particularly in the classroom, will be explored.

Payday Loan Alternatives: The role of access and education
Tina Pollard, Citizen Potawatomi Nation
Laura Scherler, Director, Financial Stability & Success, United Way Worldwide
Patrick Raglow, Executive Director, Catholic Charities, Archdiocese of Oklahoma City (moderator)
Many hard working individuals find themselves without the financial resources they need from time to time due to emergencies or unexpected expenses. Without good credit, they often turn to costly payday or signature loans. This session will present two programs in Oklahoma that offer an alternative along with financial education services.

3:15-4:15 p.m. – Closing session

Financial Health: Building long-term resiliency and opportunity (View presentation)
Nancy Castillo, Director, Center for Financial Services Innovation
The foundations of financial health are built when people have day-to-day financial systems that build long-term resilience and opportunity. Individuals and families can gain a holistic understanding of their financial health and the impact of the financial products they use and the financial behaviors they exhibit. This capstone session will provide an overview of the financial health perspective and a framework for assessment and evaluation of financial health.

The 2017 FEiO Conference was made possible through partnerships with our valued sponsors. Thank you!





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