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Event Registration - Financial Literacy Summit
Tuesday, July 24, 2018
Wednesday, July 25, 2018
The Texas Bankers Foundation and IBAT Education Foundation invite you to attend the 2018 Texas Financial Literacy Summit. This collaborative program, brings attendees the most timely and relevant material surrounding the field of financial education.

Plus, new this year…….we've invited a third collaborative partner, the Texas Jump$tart Coalition, in our quest to expand the number of teachers attending this conference.

This year's summit keynote speaker Peter Bielagus, who will join us for two separate sessions. Learn more about Peter by visiting his website.

Download Summit Brochure

Questions: Email or call Jocelyn Carby at (512) 472-8388.


Tuesday, July 24

8:00 a.m. - Registration & Continental Breakfast

9:00 a.m. - Welcome
Charles Cooper, Commissioner, Texas Banking Department, Austin

9:15 a.m. - Getting Loaded: How to Grow Your Own Money Tree
Peter Bielagus, America's Financial Educator

10:15 a.m. - Refreshment Break/Table Top Visits

10:30 a.m. - Financial Education Requirements in Texas
Susan Kizer, Federal Reserve Bank of Dallas, Houston
Melissa Lopez, Region One Education Service Center, Edinburg

11:00 a.m. - Concurrent Session
For Bankers: Peer to Peer Roundtable Conversations: That "AHA Moment"
(select one discussion)
Katie Boyd, FirstCapital Bank of Texas, Midland (Elementary/Middle School programs)
John Lee, Legend Bank, Bowie (High School programs)
Speaker to be Determined (Adult programs)
For Teachers: Exploring Hidden Habits & Attitudes About Money, Budgeting & Saving
Courtney Moran, Cornerstone Credit Union Foundation, Plano

11:45 a.m. --Networking Lunch and Presentation
Financial Education Trends, Research, Results

Kristin Gossett, Junior Achievement of Central Texas, Austin
Janneke Ratcliffe, Bureau of Consumer Finance Protection, Washington, DC

1:00 p.m. - Money and the Movies
Peter Bielagus

1:45 p.m. - Stretch Break/Table Top Visits

2:00 p.m. - Concurrent Session
For Bankers: First Look at $martPath for K-8th Grade
Susan Doty, Texas Council on Economic Education, Tyler
For Teachers: Exploring Next Gen Personal Finance Tools for Teachers
Charles Kafoglis, Incarnate Word Academy, Houston

2:30 p.m. - Concurrent Session
For Bankers: The Stock Market Game, Classroom Opportunity for Bankers
Susan Doty, Texas Council on Economic Education, Tyler
For Teachers: Exploring Credit and Debit Lessons from MoneySmart
Linda Gabriel, Federal Deposit Insurance Corporation, Dallas

3:00 p.m. - Refreshment Break/Table Top Visits

3:15 p.m. - Concurrent Session
For Bankers: Award Winning Programs
Michael Marshall, Texas Bank, Henderson
Amanda Sequeira, First National Bank Texas, Killeen
Stacie Smith, Happy State Bank, Amarillo
For Teachers: $martPath In The Classroom
Susan Doty, Texas Council on Economic Education, Tyler

3:45 p.m. - Bringing Creativity and Relevance to the Classroom
Susan Kizer, Federal Reserve Bank of Dallas, Houston

4:30 p.m. - Summit Reception at DoubleTree Hotel

Wednesday, July 25

8:00 a.m. - Continental Breakfast

8:30 a.m. - CRA: Change Ahead!
Emily Ryder Perimeter, Federal Reserve Bank of Dallas

9:30 a.m. - Is it the Law? Financial Literacy Legislative Considerations
Celeste Embrey, Texas Bankers Association, Austin
Travis Parker, First Financial Bank, N.A., Grapevine

10:00 a.m. - Roundtable Sessions (choose two/20 minute sessions)
Junior Achievement - Eric Loller, Plano
Boys and Girls Club - Rachel Kozel, Industry State Bank
FDIC Money Smart - Michael Marshall, Texas Bank, Henderson
Building Wealth - Susan Kizer, Federal Reserve Bank, Houston

10:45 a.m. - Creating Buzz: Marketing Your Financial Education Outreach with Optimal Outcome
Katie Boyd, FirstCapital Bank of Texas, Midland

11:30 a.m. - Closing Remarks/Adjourn
The DoubleTree by Hilton
11611 Luna Road
Farmers Branch, TX 75234
(972) 506-0055

Book your hotel online or call 1-972-506-0055 and ask for the Financial Literacy Summit rate of $149. The deadline to make reservations is Friday, July 6.
Summit Host Sponsor:
TIB-The Independent BankersBank, N.A.

Gold Level Sponsor:
Next Gen Personal Finance

Silver Level Sponsor:
PULSE, a Discover Company

Keynote Sponsor:
Texas Jump$tart Coalition

Table Top Exhibitors:
Next Gen Personal Finance
Rogers-Ford Architecture & Interior Design
Texas Jump$tart Coalition

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