Texas Financial Literacy Summit
The Texas Bankers Foundation, in collaboration with the Texas Jump$tart Coalition, invite you to attend the 2026 Texas Financial Literacy Summit. Celebrating its 20th 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 – 2:30 PM
- Tailoring Personal Finance to Each Generation with Dr. Emily Schwartz, with MidFirst Bank
- Growing Economic Anxiety and Implications for Financial Literacy with Hunter Field, with National Endowment for Financial Education
- Trump Accounts with John Moses, with US Securities and Exchange Commission
- ___ with former Texas Rangers outfielder David Murphy and Jacob Zickafoose
- Financial Empowerment Session: Building Futures Through Financial Literacy with Alyssa Osorio, with Falcon Bank, and Lizeth Olivarez, with Region One ESC
2:30 – 4:30 PM Concurrent Banker and Education Sessions
Banker Sessions:
- From Classroom to Boardroom: Engaging Students in the Future of Banking, with Bowden Jones with FirstBank Southwest
- Homeownership Preparation: The Basics, with Chris Schjetnan with First Financial Bank
- Financial Literacy in Action: How Entrepreneur Week Turned Students into Business Owners, with Jessica Godinez with Vantage Bank
- Bankers Fight Back, with Gene Natali with Troutwood
Education Sessions:
- AI For PFL – Through Inquiry Based Learning Smarter Planning, Stronger Learning: Using AI to Build Inquiry-based PFL lessons, with Jennifer “Mitchy” Mitchell with Pine Tree ISD and Gene Natali with Troutwood
- Why NEC Matters: Teacher Growth and Classroom Impact, with Erica Buffington with Uplift Crescendo, Heidi Cox with Keller High School, and Jennifer “Mitchy” Mitchell with Pine Tree ISD
- Top 5 NGPF Resources, with Yonathan Tadesse with NGPF
4:30 – 5:00 PM
- Exploring the Federal Reserve’s Education Resources and Tools
5:00 – 6:00 PM
Reception
8:00 – 8:30 AM
Breakfast
8:45 – 12:15 PM
- Jump$tart Coalition – Building an Active Network, with Tracy Godat, with Washington Jump$tart Coalition, and Mary Lange with Texas Jump$tart Coalition
- The Future of Financial Services, with Gene Natali with Troutwood
- Adulting Day – Preparing Students for Real-World Success, with Dr. Laura Salinas-Vasquez, Hope Rodrigues, and Lizeth Olivarez with Region One ESC
- Building Bridges-Engaging Communities in Financial Education, with Maebeth Cotton with Austin Bank, Gabriela Ramirez with Falcon Bank, Lisa Rushing with NDBT, and moderator Angela Joiner
- From Classroom to Kitchen Table: Engaging Families in Financial Literacy that Sticks, with Sonia Flores and Brenda Balderas with Region One ESC
- Changing Financial Behaviors, Not Just Educating, with Dr. Emily Schwartz with MidFirst Bank
12:15 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.
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
(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.
