Highlights:
• Participate in beginner or advanced sessions from NEFE’s award-winning High School Financial Planning Program
• Hear from personal finance expert and best-selling author, Farnoosh Torabi; president of Southern Vermont College, Karen Gross; and the new executive director of NEFE HSFPP, Susan Sharkey
• Explore the latest financial education resources
• Network with educators & resource providers
Who Should Attend
This conference will benefit teachers (e.g., business, social studies, economics, family/consumer sciences and math), guidance counselors, home-school educators, credit union employees and volunteers, cooperative extension educators, financial counselors and youth practitioners from community-based organizations, religious groups and state agencies.
| Registration Fee: $25 |
| Registration Deadline: July 20 |
| Discounted Lodging Deadline: July 13 |
2011 Financial Education Summer Training Brochure
Schedule
8:30 a.m. Registration & Continental Breakfast
9:00-10:00 a.m.
National Endowment for Financial Education® (NEFE®) High School Financial Planning Program® (HSFPP)—Choose one track:
HSFPP I: Introduction and Overview
Presenter: Barbara Henza, Cornell University Cooperative Extension
Recommended for those who are new to HSFPP or need a refresher
HSFPP II: In a 21st Century Learning Context
Presenter: Susan Gubing, Educational Consultant
Recommended for those using the 2006 version of the HSFPP
10:00 – 10:45 a.m.
What’s Next for the HSFPP
Presenter: Susan Sharkey, new NEFE HSFPP executive director
10:45 a.m.-11:00a.m. Break
11:00a.m.-Noon
Mid-Morning Sessions – Choose one track:
Track 1: Panel Discussion
Brief overview of current, available financial education resources (presenting organizations and topics are subject to change)
• FoolProof “Burning Money” Curriculum
• Junior Achievement Programs
• Teaching Financial Education with Visual Tools
• w!se Financial Literacy Certification Program
Track 2: Teaching 101
• Preparing you (the non-teacher) to go into the classroom
Noon-1:00 p.m.
Lunch
1:00-2:15 p.m.
Keynote Presentation
Farnoosh Torabi, Personal Finance Expert and Author
Pass It On: Achieve Real Wealth on Your Own Terms
Farnoosh Torabi, a personal finance expert and best-selling author of Psych Yourself Rich, will share strategies for defining wealth, developing a stronger relationship with money and making smarter financial choices. Attendees will be empowered to incorporate these winning strategies in their own lives and to “pass them on” to the youth they educate.
2:15-2:30 p.m. Break
2:30-3:45 p.m.
Keynote Presentation
Dr. Karen Gross, President of Southern Vermont College
Making Higher Education Possible: Financing Tips and Strategies for
Students and Their Families
During this interactive presentation, Dr. Gross will prepare you to help students and their families finance college education. While incorporating group exercises, activities and handouts, she will discuss:
- the various financing options available to students and parents;
- how many low-income families overestimate the cost of higher education and underestimate the availability of aid;
- some of the very real impediments families confront in accessing financing for higher education;
- concrete strategies and tips that families can employ to maximize opportunities for quality grants/borrowing;
- risks of certain financing options and debt levels; and
- the importance of providing financial aid packages that ensure college students do not over-borrow and can complete their education with debt loads that they can manage upon graduation.
Speakers
Barbara Henza
Barbara Henza joined Cornell Cooperative Extension Cortland County as a Financial and Consumer Educator in 1991. Her areas of focus include: family resource management, consumer issues and housing. An Accredited Financial Counselor, she has assisted numerous families and individuals in overcoming financial difficulties and building sound foundations for their future economic security. During her tenure, Cornell Cooperative Extension Cortland County has been recognized on the state, regional and national levels for the quality of its financial education programs.
Henza is a member of the Association for Financial Counseling and Planning Education, the Cornell Cooperative Extension Statewide Family Economics, the Cornell Cooperative Extension management team for the EmPower New York program and the Resource Management Program Work Team. She serves as the New York State Extension Representative for the NEFE High School Financial Planning Program.
Susan Gubing
As principal of her consulting firm, CareerSmarts, Susan Gubing has been instrumental in helping educators create dynamic career and workforce development programs. Named a “Professional Who Makes an Impact on Long Island’s Economy” by Newsday, she is a committed leader in industry and education consulting.
Throughout her career, Gubing has served as: a School/Industry Coordinator with Smithtown Schools for 38 years, an educational consultant for the New York State Education Department, an online instructor for Buffalo State, a trustee for LI Works Coalition and a co-author of Games2Careers. She is also the founder of the Smithtown School District's Industry Advisory Board and the co-founder of the Smithtown Business and Professional Women's Network.
Today, Gubing serves as a director for the Hauppauge Industrial Association and as the New York State Workforce Readiness Director for the Society for Human Resource Management.
Susan Sharkey
Susan Sharkey serves as the director of the High School Financial Planning Program® (HSFPP), an initiative of the National Endowment for Financial Education® (NEFE®). Before joining NEFE, she spent eight years at Worldwide Instructional Design System as an instructional designer and manager of consulting projects.
In 2005, Sharkey contributed to the redesign of the HSFPP curriculum and the development of a teacher training program—both of which are in use today. For 14 years, she taught business, computer and career classes in the Ripon School District (Wisconsin), twice winning the high school’s Outstanding Educator Award.
Farnoosh Torabi
Farnoosh Torabi is an internationally known personal finance journalist, author and TV personality. Author of the new book Psych Yourself Rich: Get The Mindset & Discipline You Need to Build Your Financial Life, she also wrote You’re So Money: Live Rich Even When You’re Not, a nationally acclaimed tell-all for young adults searching for financial independence.
Torabi’s career covers the whole spectrum of media. She recently completed SoapNet’s new TV series, Bank of Mom and Dad, which coaches young women through their struggles with overwhelming debt. Her work and advice have been featured in national magazines and newspapers, from Cosmopolitan and People to The New York Times and The Wall Street Journal. She has appeared nationally on NBC’s Today Show, CNN, MSNBC, Larry King Live, The View and many other programs.
Most recently, Torabi was a senior financial correspondent and host of Wall Street Confidential with Jim Cramer for TheStreet.com TV. In 2010, she also filled in as a syndicated financial correspondent and anchor for CBS Newspath.
Dr. Karen Gross
In 2006, Dr. Karen Gross was appointed the eighth president of Southern Vermont College (SVC) in Bennington, Vt. She also holds a position as a Distinguished Visiting Professor of Law at New York Law School, where she was a tenured law professor for more than two decades prior to becoming president of SVC.
Gross’ academic areas of expertise include consumer finance, over-indebtedness and community economic development. Her work has been published in leading magazines, newspapers and journals, and her prize-winning book, Failure and Forgiveness, was published by Yale University Press. She is currently co-authoring a new book on how consumers handle (or mishandle) money in American society.
Gross is the past president and CEO of an educational non-profit organization in New York City that designs, implements and studies programs to provide financial empowerment skills to consumers. A member of several financial and educational advisory boards, she has also served as a consultant to non-profit organizations, including United Way NYC, the Council on Legal Educational Opportunity and the Campaign for Working Families.
Education Investment
$25 per person: includes breakfast, lunch and all course materials
Registration & Payment
Registrations and payment must be received by Wednesday, July 20, 2011. For more information, call the Credit Union Association of New York’s member services team at (800) 342-9835, ext. 8546.
To register, please mail the completed registration form, along with a check/share draft made payable to the Credit Union Association of New York, to: Credit Union Association of New York, Attn: Education & Training, P.O. Box 15118, Albany, NY 12212-5118.
Location & Lodging
FEST 2011 will be held at Holiday Inn, 205 Wolf Road, Albany, NY 12205. To make lodging reservations, call the hotel directly at (518) 458-7250 or (800) 465-4329 and reference the New York Credit Union Foundation to receive the preferred rate of $121 per night. All reservations will require a credit card number or deposit equal to one night’s room rate and tax to guarantee the room. The hotel reservation deadline is July 13, 2011.
Cancellation Policy
A refund of the amount paid will be given for all cancellations received 10 or more business days prior to the start of the program via fax to (518) 782-4266. No refunds will be granted if the cancellation is received fewer than 10 business days before the program begins. Substitutes will be accepted anytime prior to the start of the program at no additional cost. Simply fax an updated registration form, listing the new participant and who they will be replacing.
