Grand Hyatt Hotel San Antonio, TX Apri l 1-3, 2015

Transcription

1 Frm the Executive Directr It is my great pleasure t invite yu t attend the 10th Annual Cnference n Financial Educatin n April 1-3, 2015 at the Grand Hyatt Htel in San Antni, Texas. Over the last decade, the Annual Cnference has becme the premier gathering fr financial educatin prfessinals t shwcase their success stries, netwrk with peers, develp rganizatinal partnerships and hear frm speakers willing t share their tips, techniques, and experiences fr the benefit f ur prfessin. As we enter ur tenth year, we are making a number f imprvements t the Annual Cnference t adapt t the changing needs f ur industry. This year s cnference will prvide real-wrld applicatins giving financial educatrs the tls necessary t address the challenges f the financial educatin field and shape the future f the financial educatin In additin t ur general sessins, the Annual Cnference will again ffer three cncurrent sessin tracks that will allw attendees t custmize their prfessinal develpment experience. This year s cncurrent sessin tracks will fcus n behaviral ecnmics, prgram design and develpment, and utcme assessment. There will be mre sessins, with mre presentatin time, and mre netwrking pprtunities than ever befre. I am especially pleased t annunce ur Keynte Speaker, Ms. Jane Rney, appinted in April 2014 as Canada s first Financial Literacy Leader. Her experience with natinal financial literacy educatin prgrams gives her valuable insights int the pprtunities and challenges f financial educatin, and her participatin in internatinal financial educatin effrts prvides a glbal cntext t natinal, reginal and lcal effrts t imprve financial literacy. Furthermre, as ur first internatinal Keynte Speaker, her presence validates the grwing internatinal reach f the Annual Cnference and ur integratin with the internatinal financial educatin cmmunity. I lk frward t seeing yu in San Antni. Shuld yu have any questins, please dn t hesitate t cntact my ffice at (207) r via at cnference@financiallit.rg. Sincere Regards, Jhn C. Linfield Executive Directr

2 The Institute fr Financial Literacy invites yu t submit a prpsal t speak at the 10th Annual Cnference n Financial Educatin. The Cnference will take place April 1-3, 2015 at the Grand Hyatt Htel in San Antni, Texas. Speaker presentatins will begin at 9am n Wednesday, April 1 and will cntinue thrugh nn n Friday, April 3. Backgrund The Annual Cnference n Financial Educatin prmtes the effective delivery f cnsumer financial educatin and cunseling by hsting a natinal event fr prfessinals and vlunteers prviding these services. The Annual Cnference ffers financial educatin and cunseling prfessinals frm a variety f industries the pprtunity t share infrmatin, best practices, recent develpments, and prven strategies, tips and techniques t achieve intended utcmes. Each year the cnference is attended by 200 prfessinals representing credit unins, banks, K-12 educatin, higher educatin, scial services, debt management, gvernment, military and ther industries. While the majrity f attendees are frm the United States, the Annual Cnference has a grwing internatinal presence. Internatinal attendees in years past have represented Canada, Mexic, the United Kingdm, Turkey, and the Philippines. The Annual Cnference is structured t prvide bth general sessins and cncurrent sessin tracks s that attendees may custmize their learning experience. General sessins are tpics f interest t mst attendees and supprt the main cnference theme, while cncurrent sessins are f interest t a narrwer grup f attendees and supprt bth the main cnference theme as well as the cncurrent track theme. The Institute fr Financial Literacy will be accepting speaker prpsals in each f the fllwing fcus areas as well as fr the general sessin. Prpsals are due n later than Friday, Octber24, Incmplete r late prpsals will nt be cnsidered. Speakers will be ntified f the status f their prpsal(s) in early Nvember.

3 \ Prpsal Requirements Individuals wishing t present at the Annual Cnference n Financial Educatin shuld be aware f the fllwing: General sessin cntent must supprt the Cnference Theme f Financial Literacy 2.0: Ensuring Effective Outcmes. Financial literacy has reached a transfrmatinal mment. Only recently has meaningful research been cnducted int the effectiveness f financial literacy educatin, with mixed results. At the same time, cnversatin has recently turned t what effective actually means and hw t ensure that financial literacy prduces psitive, practical utcmes fr cnsumers at each stage f life. Cncurrent sessin cntent must supprt BOTH the Cnference Theme f Financial Literacy 2.0: Ensuring Effective Outcmes AND ne f the Cncurrent Sessin Themes. This year s cncurrent sessin themes are as fllws: Cncurrent Track 1: Behaviral Ecnmics: frm Educatin t Actin. This track will explre the cncepts f behaviral ecnmics and hw they might be integrated int financial educatin in rder t help cnsumers mve frm learning t ding. Cncurrent Track 2: Prgram Design & Develpment: Putting the Pieces Tgether. This track will explre the prgram design and develpment prcess, whether fr a single class, a multi-part series r an immersive educatinal experience. Cnsumer interactin in all ther fields is mving t a mre persnalized apprach, s a ne size fits all apprach t financial educatin is nt sustainable and may nt be effective. Cncurrent Track 3: Outcme Assessment: Chsing, Cllecting & Analyzing Metrics. This track will explre ne f the single mst challenging aspects f financial educatin: determining if a prgram has been effective. Funders, prviders and recipients f financial educatin all value effectiveness, but few financial educatin prgrams generate the types f data that can demnstrate effectiveness (r lack theref).

4 All prpsals are welcme. Prpsals will be evaluated based n the fllwing factrs: The cmpleteness and accuracy f the speaking prpsal and supprting dcumentatin Hw clsely the prpsed sessin cntent aligns with the theme(s) f the cnference The subject s relevance, imprtance and depth fr prfessinal financial educatrs and cunselrs Whether the prpsed sessin has clear, fcused learning bjectives Whether the prpsed sessin has r ptentially has a practical cmpnent suitable fr a rund table wrkshp Whether the prpsed sessin cntains riginal (never presented) cntent The innvatin and timeliness f the tpic The prpsed speaker s presentatin experience and expertise in the subject matter Presentatins are expected t utilize PwerPint, Prezi r a similar cmpnent Presentatins may nt be used t market a specific prduct, service r rganizatin. If yu wuld like t market yur prduct r service, please see ur Spnsr Packet fr mre infrmatin. Prpsed sessin(s) shuld be either 75 minutes r 35 minutes in length. The fllwing is a sample f details yu will be asked t prvide during the nline speaker applicatin, we suggest yu prepare them prir t beginning the prcess. Presenter Shrt Bi (100 wrds/750 characters max.) Resume/C.V. Prpsed Sessin Title (10 wrds/100 characters max.) Prpsed Sessin Shrt Descriptin (75 wrds/500 characters max.) Prpsed Presentatin Outline Link t sample presentatin r intrductin vide (ptinal but helpful)

5 All Speakers MUST: Adhere t scheduled deadlines Wrk cperatively t refine the presentatin and integrate it with ther presentatins Cllabrate with the Institute fr Financial Literacy n the written descriptin f yur sessin t be included in prmtinal materials, as well as the frmat, length and level f the presentatin Prvide a quality master cpy f all handuts in electrnic such as PDF, PwerPint r Micrsft Wrd dcuments by the deadline date requested by the Institute fr Financial Literacy Prvide a master cpy f a PwerPint presentatin t the Institute fr Financial Literacy, if applicable Prvide a detailed utline r full script f yur remarks by the deadline dates requested by the Institute fr Financial Literacy Prvide a phtgraph electrnically in.jpg,.pdf r.tif frmat fr use in marketing materials. Preferred reslutin is 300 dpi Refrain frm using the platfrm, audi-visual materials r handut materials t shwcase r prmte business, prduct r practice. The Institute fr Financial Literacy has the authrity t reject r eliminate imprper materials as deemed necessary The Institute fr Financial Literacy urges all applicants t review the Natinal Standards in K-12 Persnal Finance Educatin, published by the Jump$tart Calitin; the Natinal Standards fr Adult Financial Literacy Educatin, published by the Institute fr Financial Literacy; and the Vluntary Natinal Cntent Standards in Ecnmics, published by the Natinal Cuncil n Ecnmic Educatin prir t drafting a prpsal. T submit a speaker prpsal, please cmplete ur speaker applicatin at Questins may be directed t Cnference@FinancialLit.rg. Fr mre infrmatin, please visit us nline at Speakers selected t present at the Annual Cnference n Financial Educatin will be ffered a specially discunted registratin fee f $275.