Texas Financial Literacy Summit
The Texas Bankers Foundation, in collaboration with the Texas Jump$tart Coalition, invite you to attend the 2025 Texas Financial Literacy Summit. Celebrating its 19th year, the Summit will feature top-notch speakers to discuss practical financial education initiatives, business literacy programs and successful community bank partnerships that are making a difference in our Texas communities.
The program is designed to help bankers and teachers exchange ideas, share award-winning financial education success stories and bring home new resources and tools to enrich the bank’s financial education outreach to local schools and small businesses.
When
Where
Federal Reserve Bank of Dallas
2200 North Pearl St.
Dallas, Texas 75201
Schedule
9:00 – 10:00 AM
Registration
10:00 AM – 12:00 PM
- Re-Imagining Financial Literacy Education with Shamim Okolloh, Liam Sprinkle and Ella Sprinkle
- Getting Connected: What Your Local Banker and Your Local Teacher Wish You Knew with Brittany McDowell
12:00 – 1:00 PM
Networking Lunch
1:00 – 5:00 PM
- Financial Football: A Fun and Interactive Experience with Melissa Lopez, Lizeth Olivarez, Sonia Flores, Esperanza Rodriguez and special guest, former Dallas Cowboy Nate Newton
- Fraud 2025 – No Age Requirements with Billy Sides
- More Than a Moment: Creating a Meaningful Financial Literacy Month Tradition with Kamrin Penny
- Credit 101 with Scott Anderson
- HB27 & Educating Tomorrow’s Leaders: Leveling Up Your Strategic Approach with Jamie L. Brown-Rosas
5:00 – 6:00 PM
Reception
8:00 – 8:30 AM
Breakfast
8:30 – 9:00 AM
Introducing the Texas Jumpstart Coalition: How Bankers and Educators Can Engage with Brittany McDowell, Mary Lange, Bill Marley and Stacy Elledge
9:00 – 11:15 AM
Banker Track
- Stirring Success: Lemonade Day’s Recipe for Financially Literate Youth with Ally Torres-Olszynski
- Beyond Banking: Empowering Communities Through Financial Literacy with Arturo Limones and Yanelly Jimenez
- Empower & Prosper: Champions of Community Financial Freedom with Angela Joiner, Zuri Powell and Barbra Boeta
- From Literacy to Legacy: Building Financial Futures in South Dallas with Lubbock Smith
Teacher Track
- Money Math with Mitchy with Jennifer “Mitchy” Mitchell
- Budget Like a Boss: Smart Tools for Savvy Spending with Esperanza Rodriguez, Sonia Flores, Lizeth Olivarez
- The Conference Teachers Can’t Stop Attending: Inside Jump$tart NEC with Desiree Mondy, Tamara Setter and Jennifer Mitchell
- Using Game-Based Learning to Teach Financial Literacy with Rick Curtiss and Jake Finlinson
11:15 – 11:45 AM
Protecting Your Credit Profile with Stephanie Tisch Davey and Wanda Downs
11:45 AM – 12:00 PM
Closing / Adjournment
Calling All Texas Educators
Thanks to the generosity of our sponsors, educators are invited to attend the Summit at no charge. Includes program, Thursday lunch, refreshments, a reception and breakfast on Friday.
Bankers (including non-TBA members) and For-Profit Company Employees: $325
Regulators and Non-Profit Organization Employees: $100
Educators: Free
Nearby Hotels:
Hotel Crescent Court***
400 Crescent Court
Dallas, TX 75201
Dallas Marriott Downtown
650 North Pearl Street
Dallas, TX 75201
Hotel ZaZa Dallas***
2332 Leonard
Dallas, TX 75201
Magnolia Hotel
1401 Commerce Street
Dallas, TX 75201
Fairmont Hotel Dallas***
1717 N. Akard Street
Dallas, TX 75201
The Adolphus
1321 Commerce Street
Dallas, TX 75202
Transportation Available ***
(Ask for the Federal Reserve Bank Preferred Rate when making reservations)
May be subject to Blackout dates
Educators will earn a certificate of participation; credit is pending approval.