2020 Conference Agenda

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, 2020 Radisson Colonial Hotel, Helena MT)

February 25, 2020

7:30 a.m.     Registration and Continental Breakfast

8:15 a.m.     Welcome –  Ballroom

Chris Romano, MFEC President

Dignitary Welcome

8:30                Keynote Presentation

Sarah Newcomb, Ph.D., is a behavioral economist for Morningstar and author of Loaded: Money, Psychology, and How to Get Ahead without Leaving Your Values Behind.

9:30                Plenary Session

Tim Fox or Jon Binion, from the Montana Attorney Generals Office

10:15             Break 

10:45             Panel Discussion: “The Arc of a Financially Healthy Life”

11:45             Lunch – Mini Grant Successes

1:00-1:40      Three Concurrent Sessions

  1. $pending Frenzy – Shawn Spruce
  2. The University of Montana Financial Education Program – Joel Heaton
  3. Preparing for Life’s Disruptions – Betsy Ross

1:50-2:30     Three Concurrent Sessions

  1. Investing for the Future – Shawn Spruce
  2. Creating a CFP Board Registered Program and Undergraduate Peer-to-Peer Mentoring – Michael Hagenlock
  3. It’s Your Money—You Should Keep It! – Julie Mull

2:40-3:20      Three Concurrent Sessions

  1. The Grocery Game: A Fun Financial Activity for All Ages – Summer Red
  2. PowerPay: A Useful Tool for Debt Repayment – Joel Schumacher
  3. EVERFI Financial Literacy – Sean Thomas and Jeannette Barreto

3:20-3:40      Break

3:40                Concluding Remarks – Chris Romano, MFEC President

4:00                Adjourn