This is a working agenda. Sessions will be added as we confirm speakers. Please check back for new information!

MFEC 2020 Statewide Financial Education Conference

February 25, Delta Hotels Helena Colonial, Helena MT

7:30 AM Registration and Continental Breakfast
8:15 AM Welcome – Chris Romano, MFEC President
8:30 AM Plenary Session
Jon Bennion, Chief Deputy Attorney General, Montana Department of Justice
9:00 AM Keynote Presentation
Sarah Newcomb Ph.D., Behavioral Economist for Morningstar and Author of Loaded: Money, Psychology and How to Get Ahead without Leaving Your Values Behind 
10:00 AM Break
10:15 AM Panel Discussion: “The Arc of a Financially Healthy Life”
11:15 AM Plenary Session
Casey Lozar, Assistant Vice President of Federal Reserve Bank of Minneapolis, Helena Branch
11:45 AM Lunch
1:00–1:45 PM Three Concurrent Sessions

  1. $pending Frenzy – Shawn Spruce
  2. Creating Campus-Wide Financial Literacy – Julie Heaton and Andrea Janssen
  3. Preparing for Life’s Disruptions – Betsy Ross

2:00-2:45 PM   Three Concurrent Sessions

  1. Investing for the Future – Shawn Spruce
  2. Creating a CFP Board Registered Program and Undergraduate Peer-to-Peer Mentoring – Julie Mull
  3. Mastery of Money for Students – Kaitlyn Lyders

3:00-3:45 PM     Three Concurrent Sessions

  1. The Grocery Game: A Fun Financial Activity for All Ages – Summer Red
  2. EVERFI Financial Literacy – Sean Thomas and Jeannette Barreto
  3. It’s Your Money—You Should Keep It! – Michael Hagenlock

3:45 PM Break
4:00 PM MFEC Mini Grant: Program Overview
4:15 PM Concluding Remarks – Chris Romano, MFEC President
4:30 PM Adjourn