15th Annual FPP Financial Capability Training Conference

An Enchanted Tale

May 30th - June 2nd, 2023 - B Resort at Disney Springs

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ABOUT

This one-of-its-kind annual professional development event will convene hundreds of Financial Capability practitioners from across the state and the country to Learn, Influence, Connect, and Partner!

Where

B Resort at Disney Springs
1905 Hotel Plaza Blvd, Lake Buena Vista, FL 32830

When

Tuesday to Friday
May 30th - June 2nd, 2023

Speakers

Coming soon! Apply to speak by emailing FPP@FPPCoalition.org

Caleb Silver

Caleb Silver

Editor-in-Chief, Investopedia

Keynote Speaker Just Announced!

Caleb Silver is the Editor-in-Chief of Investopedia, an educational finance website that helps millions of readers to understand complex financial concepts, improve their investing skills, and learn how to manage their money.

Caleb began his career as a senior TV producer at Bloomberg. He then worked at CNN as a Senior Producer on The Situation Room with Wolf Blitzer, the Executive Producer of CNNMoney.com, and the Director of US business news at CNN.

Caleb provides markets commentary in his daily newsletters for Investopedia and hosts two podcasts: The Express, a weekly investing and business news show covering the stories that move markets, and The Green Investor, featuring interviews with the most influential executives, academics, investors, and policy makers in ESG, SRI, and Impact investing. He is frequently featured as a markets, economic and consumer trends expert on NBC, MSNBC, CNBC, Fox Business and ABC Radio.

Alana Sanders

Commissioner Alana Sanders

Professor of Business and Marketing

Andrea Andzenge

Dr. Andrea Andzenge

Manager, Center for Financial Stability

Andrea Ferrero-Haggerty

Andrea Ferrero-Haggerty

Co-Founder/Executive Director, Pockets Change

Anusha Gibson

Anusha Gibson

Details Coming Soon

Beth Kerr

Beth Kerr

4-H and Family and Consumer Sciences Agent, UF IFAS

Candice Treen

Candice Treen

Founder & CEO, The Community Health Network Inc.

Cara Macksoud

Cara Macksoud

Managing Director, Money Habitudes

Carlene Ulacia

Carlene Ulacia

Details Coming Soon

Catherine Blanco

Catherine Blanco

Manager of Strategic Initiatives, Center for Financial Stability

Chance Cessna

Chance Cessna

Author

Chike Uzoka

Chike Uzoka

Financial Advisor

Dyalekt

Dyalekt

Director of Pedagogy, Pocket Change

Eric Reed

Eric Reed

Certified Practitioner of Financial Capability

Gale B. Pinkston Esq.

Gale B. Pinkston Esq.

Managing Attorney, Bay Area Legal Services

Hassan R. Thomas

Hassan R. Thomas

Podcaster, CEO of FYI FLI

Helene Raynaud

Helene Raynaud

Details Coming Soon!

Janet Hamer

Janet Hamer

Principal, Hamer Consulting

Jasmine Johnson

Jasmine Johnson

Accredited Financial Counselor

Judy MacKenzie

Judy MacKenzie

Details Coming Soon!

Karla Bachmann

Karla Bachmann

Vice President, Financial Wellness Services at Branches

Kim Griffin

Kim Griffin

Family & Consumer Sciences Agent, UF IFAS

Lori Auxier

Lori Auxier

Director of Outreach, Educational Credit Management Corporation

Lesley Mace

Lesley Mace

Secretary, FPP Board of Directors

Lisa Mifflin

Lisa Mifflin

Community Reinvestment Act

Mallory Center

Mallory Center

Owner, Morphing Minds Adolescence Health

Margie Genter

Margie Genter

Details Coming Soon!

Micheal Roush

Micheal Roush

Director, Center for Disability-Inclusive Community Development at the National Disability Institute

Dr. Nicole King-Smith

Dr. Nicole King-Smith

Founder, NK Enterprise Consulting, LLC.

Pamala Capalad

Pamala Capalad

Certified Financial Planner, Brunch and Budget

Patrick Crissy

Patrick Crissy

Details Coming Soon!

Patrick Eichholtz

Patrick Eichholtz

Director, BankOn Florida

Phillip Dituri

Phillip Dituri

Director of Education, Financial Life Cycle Education

Rich Rollason

Rich Rollason

Development Officer, Florida Community Loan Fund

Dr. Robert McLaughlin

Dr. Robert McLaughlin

National Collaborative for Digital Equity

Ronda Little

Ronda Little

Details Coming Soon!

Sarah M. Ellis

Sarah M. Ellis

AFC Community Engagement Impact Analyst, SouthState Bank

Sharon D. Bundrage Esq.

Sharon D. Bundrage Esq.

Staff Attorney, Bay Area Legal Services

Stephanie McMinds

Stephanie McMinds

Family & Consumer Sciences Extension Agent, UF IFAS

Suleyma Hernandez

Suleyma Hernandez

Outreach Coordinator, Bay Area Legal Services Low Income Taxpayer Clinic

Venue

B Resort & Spa, Orlando, Florida

Discover the best things to do in the Disney Springs® Resort Area. Arrive at B Resort & Spa and find yourself in the middle of the magic in Orlando. The Lake Buena Vista and Disney Springs® area provide visitors with an entirely unique experience featuring all the excitement of Walt Disney World® Resort as well as inventive dining and unmatched shopping.

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Hotel

Hotel 1

B Resort & Spa, Orlando, Florida

$129 Per Night Until May 7th

$0 Resort Fee

$15 Self Parking

BOOK NOW

Tickets

Non FPP Member
$349

  • Custom Networking Name Tag
  • Free bus service to edutainment event thursday evening
  • Film festival access for entire family
  • FPP Member Exclusive Pricing
  • FPP Member Welcome Gift
  • Early Bird Pricing

FPP Member
$299

  • Custom Networking Name Tag
  • Free bus service to edutainment event thursday evening
  • Film festival for entire family
  • FPP Member Exclusive Pricing
  • FPP Member Welcome Gift
  • Early Bird Pricing

Exhibitor Table
$500

  • One (1) Exhibitor Table
  • Electrical Outlet Available Upon Request
  • Early Bird Pricing

Schedule

Please join your peers at 11:30 am, Wednesday May 31 through Noon, Friday June 2 for the 15th Annual FPP Financial Capability Training Conference at the B Resort at Disney Springs! You may also wish to plan to arrive early for the Tuesday afternoon VITA Conference or Bank On Florida Conference! As well, FPP has a preconference faith based session scheduled for 9:30 am on Wednesday morning that is also a popular event!

Times may be subject to change as necessary.

Faith Based Preconference Chike Uzoka

A faith-based preconference event led by Entrepreneur Chike Uzoka.

Caleb Silver

Keynote Caleb Silver

How to Network Patrick Crissy

A beginner's guide to networking, by author and buisness consultant Patrick Crissy.

Building Relationships - Sharing Magic Rich Rollason

Partnering with Banks to Provide Financial Counseling and Education Sarah Ellis & Stephanie Clamer McMinds

Participants in this session will learn how partnering with financial institutions can elevate their financial education programs. In this interactive session we will explore the Community Reinvestment Act, Community Development Service and ways to develop beneficial partnerships to best serve low to moderate income clients.

The Story of the Community Reinvestment Act: Engagement, Investment & Impact Lisa Mifflin

The U.S. Office of the Comptroller of the Currency (OCC) will discuss the Community Reinvestment Act (CRA), which encourages banks to lend, invest and assist in low-and moderate-income communities to meet needs for affordable housing, community services, economic development and revitalization. Financial capability programs are one chapter in the story of CRA that banks are encouraged to support. We will highlight examples of programs that are supported by banks and discuss best practices to engage with bankers for meaningful outcomes. Participants will learn how banks can partner with stakeholders to bring economic opportunity to all citizens in the realm!

Writing Your Own Enchanted Tale: Girl Boss Edition Pamela Capalad, Commissioner Alana Sanders (GA-3), Chance Cessna-Ms. Georgia, Andrea Ferrero-Haggerty, & Candice Treen

For young Millennial and Gen Z women, they were raised on the classic fairytales where the princess needed to be saved by their prince charming in order to live their "happily ever after." In today's society, these young women are controlling the narrative that they once were raised on and making their own enchanted tale by converting their side hustle to wealth, collaborative partnerships, financial empathy, and taking advantage of the overlap between nonprofit and financial social media. In this extraordinary panel discussion, some of the most influential girl bosses will facilitate and reveal how they rewrote the idea society presented them and created their unique fairytale that is still be written in real time.

Your Network is Your Net Worth - The Tool to Building Generational Relationships Nicole King-Smith, Ph.D.

Did you know for the first time we are learning how to build relationships across five generations? That can be a 60-70-year gap, so how do you know how to calculate your net worth in your network? When you recognize your network and how it benefits you, then you are on your way to success.-When you leave this interactive presentation, you will be able to apply the following:-Strategies to communicate across multiple generations.-Calculate the strength of your network and identify any gaps.-Recognize the need to build a generationally diverse network that can support and engage community engagement.-Apply a networking tool exercise to support your goals.

Finding the Right Products for the Underserved can have a Fairy Tale Ending Anusha Gibson - PNC, Patrick Eichholtz, & Carlene Ulacia

Financial Capability for the Princes and Princesses in Your Life Chike Uzoka, Philip Dituri, & Hassan Thomas

For a generation that consumes all their content through their phones, reliable financial education is hard to find. In an eye-opening discussion, financial educators and practioners will come together to discuss the importance of financial inclusion and the tools available today that can help students become financially literate and capable. As a result of their engagement, participants will learn about financial empathy and teaching techniques for financial educators such as Ficycle and Thrivent Financial that will help the young royals in your life become financially capable and set them up for financial success.

How to write a good context document Rhonda Little & Lisa Mifflin

A Feasible Fairy Tale: A Measuring and Monitoring Approach to Financial Programs Dr. Andrea Andzenge & Catherine Blanco

A common theme among all fairy tales is that the journey towards a goal is never smooth, with beasts lurking in the shadows, enemies guised as friends, and heroes trapped in castles. However, at the end, the hero shines through! In our session, juxtaposing our monitoring, evaluation, accountability, and learning(MEAL)processes against well-known fairy tales, we show the power of a MEAL approach in ensuring the success of financial programs. Because of their engagement, participants will learn different strategies for measuring the effectiveness of their programs; they will also receive tools for creating strong effective programs.

Financial Education Works Through the Magic of Partnerships Kim Griffin & Beth Kerr

Financial education can serve as a preventative and prescriptive measure for low-income households. Preventative measures, such as the acquisition of financial knowledge early in life, can help youth responsibly handle their finances as adults. A research-based financial literacy program was implemented in two counties with elevated poverty rates. The program provided financial literacy education to economically disadvantaged youth through collaborative partnerships. As a result of attending this session participants will learn techniques for creating, sustaining, and expanding strategic partnerships. Financial education can serve as a preventative and prescriptive measure for low-income households. Preventative measures, such as the acquisition of financial knowledge early in life, can help youth responsibly handle their finances as adults.

Knocking Down Barriers to Promote Financial Well-Being for All Eric Reed & Michael Roush

Often times individuals with disabilities, seniors and their families experience barriers to achieving financial wellness due to public benefit rules, access to services and programmatic guidelines. This session will provide resources and tools to assist financial capability practitioners, financial service providers and other professionals to knock down these barriers. Attendees will leave with actionable steps and tools that they can implement.

Using interactive technology to increase participation and absorption in Financial Education Cara Macksoud

This session will demonstrate the uses of a fun educational interactive tool (Nearpod). The presentation is designed to be interactive and facilitate dialogue as you would when teaching. In the end our goal is to give financial educators to a toll that they can incorporate when developing a financial education program. I want to highlight that the best benefit of Nearpod is that it allows all the group membersto participate in the program material anonymously, taking the shame out of being right or wrong.

FinTech For Good or Evil Carlene Ulacia, Rhonda Little, Margie Genter, & Robert McLaughlin

Persistence and Retention Strategies for Under-served Populations Lori Auxier

During this session, we will review tools and strategies that are available to help increase the success rates of those students who are most at risk for dropping out—first-generation college-going students; those from low-income families; commuter students; and nontraditional-age students. Topics include: choosing the right college, how to navigate the college campus, academic success tips, financial aid info and adjusting to college life.

Creating New Partnerships with Financial Institutions to Build Financial Health Michael Roush & Janet Hamer

Join us for an interactive session on building partnerships with financial institutions to increase access to financial education, financial coaching and workforce and small business development, including entrepreneurship, and affordable and accessible housing. This session will provide information on inclusive community development and how to discuss partnership opportunities with financial institutions to support low-to moderate-income (LMI) individuals. Attendees will leave with a tool to assist in creating their story to build and enhance relationships with financial institutions and hear best practices of collaborations

Demystifying Financial Entitlements and Public Benefits: Additional Ways by Which To Access Income Gale B. Pinkston, Esq., Sharon D. Bundrage, Esq., & Suleyma Hernandez

Legal Services programs in Florida receive requests from residents to assist with obtaining financial benefits. This session will provide methods of accessing income for eligible persons. Two Attorneys and an Outreach Coordinator will provide overviews of select financial entitlements, public benefits and case scenarios through which consumers avail themselves of benefits they maybe entitled to receive. The session will highlight federal income tax credits, collection alternatives, and controversy resolution as well as present avenues to contest and appeal Social Security related benefit decisions. Suggestions for effective outreach to target populations regarding this topic will be provided.

Bibbidi Bobbidi Boo - The Power of the Glass Shoe Cara Macksoud, FBS

During this session we will take a deep dive into the Status Habitude. The word Status is often associated with negative, manipulative, or superficial behaviors which are often connected to a hidden agenda. But our clients are still trying to achieve things that make them believe they have status. Understanding the more nuanced and broader definition that is related to acceptance by family, friends, colleagues, or other influential groups can help us work more effectively with clients who seem stuck on status-related financial behaviors that sabotage their financial intentions.

Using Technology to Increase Racial Equity and Financial Wellness Karla Bachmann

Overview of the current and upcoming research on the effectiveness of Individual Counseling (Credit and Housing) vs. Financial Education Helene Raynaud & Judy MacKenzie

Protecting the Emotional Wealth in the Kingdom Mallory from Morphing Minds & Jasmine Johnson, Entertainment Accountant, Financial Coach and Mental Health Advocate

With a staggering wage gap, student debt crisis, and racial wealth inequalities, young adults are struggling more than ever before to reduce their financial stress and prioritize their emotional wealth: the delicate balance between the mind and money. This panel will bring awareness to the mental health and financial stress crisis in the United States that has been impacting the millennial generation significantly compared to the generations before them. As a result of their engagement, participants will learn about collaborative partnerships, financial empathy, and techniques for financial educators to protect the emotional wealth in their classrooms (kingdoms).

Contact Us

Email us at FPP@FPPCoalition.org or send a message below.

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