Financial Literacy Leadership Conference

National Harbor (Washington, DC area), Maryland
Wednesday, October 08, 2008
Financial Literacy Leadership Conference
Wednesday, October 08, 2008 12:00 PM - 5:00 PM (Eastern Time)

Gaylord National Resort & Convention Center
201 Waterfront Street
National Harbor (Washington, DC area), Maryland 20745
United States

Map and Directions

This exciting event will bring together leaders and important officials of the financial education community to discuss pertinent issues related to increasing the financial literacy of Americans.

The listening session and workshop panelists will include the following:

U. S. President’s Advisory Council on Financial Literacy Listening Session
Moderator: Dan Iannicola, Jr., Executive Director and Deputy Assistant Secretary for the Office of Financial Education, U. S. Department of Treasury

Members of the President’s Advisory Council on Financial Literacy:
Laura Levine, Youth Committee
Dr. Tahira Hira, Research Committee
Janet Parker, Workplace Committee
Ignacio Salazar, Underserved Committee 

Initiatives and Strategies to Re-Energize Homeownership through Financial Education
Moderator: Deborah Holston, U. S. Department of Housing and Urban Development,
Office of Single Family Housing

Marcia Griffin, Executive Director

Susan Keating, President
National Foundation for Credit Counseling

Shonna Jacobs, Training Manager
Citigroup’s Office of Financial Education

Innovative Financial Education Initiatives to Reach Minority Populations
Moderator: Dubis Correal, U. S. Department of Treasury
Office of Financial Education

Don Ferguson, Director, Diversity and Relationship Marketing
GMAC Financial Services, Inc.

Enrique Carrillo, Director of Hispanic Banking
Chevy Chase Bank

Sidney Askew, Assistant Professor
Borough of Manhattan Community College

Alma Morales Rojas, Executive Director

Initiatives to Increase Savings and Retirement Plan Participation
Moderator: Stephen Brobeck, Executive Director
Consumer Federation of America

Dallas Salisbury, President/CEO
Employee Benefits Research Institute
Michael Herndon, Manager
Financial Security AARP

Christian Dorsey, Outreach Coordinator
Economic Policy Institute

Karen Schaeffer
Former President of the Certified Financial Planners Board of Standards
Board of Directors

Initiatives of Federal, State, Local Governments and Community-Based Organizations to Enhance the Financial Literacy of Americans
Moderator: Karen Murrell, President
Higher Heights Consulting and Training, Inc. 

Dustin Joyce, Manager
United States Conference of Mayors

John Bienko, Deputy Director, Office of Entrepreneurship Education
U. S. Small Business Administration

Jane Schuhardt, National Program Leader
U. S. Department of Agriculture

Lynn Bennett, NetWorth Program Manager
Office of the West Virginia State Treasurer

Who Should Attend

- Financial Education Policy Makers
- Federal, State and Local Officials
- Consumer Credit Counseling Agencies
- Housing Counseling Agencies
- Training and Benefit Officers
- Financial Professionals
- Financial Literacy Coalitions
- Financial Institution Officials
- Research and Policy Institution Officials

- Community-Based Organizations
- Faith-Based Organizations


Contact Information

Payment Instructions

  • Registration Fee: $75 per registrant

    If payment by check please remit to
    Society for Financial Education & Professional Development, Inc.
    2120 Washington Blvd, Suite 400
    Arlington, VA 22204
Conference Sponsors


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