July 11-12, 2024 · Dallas · Conferences

Financial Literacy Summit

The Texas Bankers Foundation, in collaboration with the Texas Jump$tart Coalition, invite you to attend the 2024 Texas Financial Literacy Summit. Celebrating its 18th 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.

Financial Literacy icon of piggy bank
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Federal Reserve Bank of Dallas
2200 North Pearl St.
Dallas, Texas 75201

Event Schedule

9:00 AM


10:00 AM


10:15 AM

Leaders, Teachers, and Bankers…Oh My! (Seeking Opportunities in the Land of Financial Education) with Sheon Corley and Patricia Hord

10:45 AM

NGPF’s Top 3: Favorite Resources for the Personal Finance Classroom with Albert Perez

11:15 AM

Wealth Within: Nurturing Financial Well-Being for Mental Health with Melissa Lopez and Sonia Flores

11:45 AM

The Three C’s of Community Engagement with Lisa Rushing

12:15 PM

Networking Lunch

1:00 PM

Mic Check, Mind Check, Money Check with Andrea Ferrero-Haggerty, Dyalekt and Breadwinna CJ

1:45 PM

Financial Learning from High School to College with Jerry Lozier & Ronnie Liggett

2:30 PM

Refreshment Break

2:45 PM

The Texas Jump$tart Coalition: Who we are, what we do, and how you can partner with us! With Aimee Martin and Brittany McDowell

3:15 PM

Financial Literacy in the Community with Ashleigh Barrera, Bianca Cuevas and Andres Farias

3:45 PM

The Jump$tart National Educators Conference (NEC) with Brittany McDowell, Jennifer Michell and Sabrina Taylor

4:15 PM

Cultura + Dinero= Exito (Financial Literacy Fiesta, Day of the Debt, Día del Niño Financial Literacy Event) with Melissa Lopez, Lizeth Olivarez, and Esperanza Rodriguez

5:00 PM

Free Evening

8:00 AM


8:15 AM

Remarks from TBA Chairman Jan Mills

8:45 AM

Bringing Personal Financial Literacy to Life in Texas Schools with Rene Meza and Mike Galanis

9:15 AM

The Power of Community Partnerships with Morgan Ackley and Melissa Lopez

9:45 AM

Bankable Skills with BankWork$ with Alisa Jones & Dr. Kristina Every

10:15 AM

Refreshment Break

10:30 AM

Credit Reports, Scores and Their Impact on Your Life with Emilio S. Navarro

11:00 AM

The First Annual “Protect Yourself” Conference for Older Adults with Brittany McDowell

11:30 AM

What Happens in the Dark with Faith Teope

12:00 PM

Closing & Adjournment

Graduation cap on top of the stack of books.

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 and Friday breakfast.

Registration Fees

Bankers (including non-TBA members) and For-Profit Company Employees: $325

Regulators and Non-Profit Organization Employees: $100

Educators: Free

Hotel Information

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

Continuing Education

Educators will earn a certificate of participation and up to 9.25 hours of CPE credit for attending this two-day summit.

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