10 a.m.

Welcome and Introductions

Teresa Mason, CPA
CalCPA Chair

Jim Greenwood, Chair
California Jump$tart Coalition Chair

10:10 a.m.

Creating Success Together

Alone, no individual or group will be able to improve Californians’ financial literacy. However, through the power of coalition building, partnerships and community involvement, success is possible.

Don Blandin, President & CEO
Investor Protection Plus, Washington, D.C.

11 a.m.

Empowering California’s Students

• How personal finance education fits in California schools
• Success without curriculum mandate
• Best practices

Jack O'Connell
California State Superintendent of Public Instruction, Sacramento

11:20 a.m.

Spreading the Word: Public Service Announcements

• Ad Council: Feed the Pig
• U.S. Treasury: Mymoney.gov

11:30 a.m.

Keynote Address

Jean Chatzky
Personal Finance Expert, The Today Show and The Oprah Winfrey Show

12:15 p.m.

Lunch Break/Exhibits

• California Jump$tart Coalition Awards
• Financial Literacy Summit Award

1:15 p.m.

Exhibit Break

1:30 p.m.

C O N C U R R E N T   S E S S I O N S

Climbing Out of California’s Housing Sinkhole

Increasing foreclosures, bankruptcies and credit debt have tarnished the Golden State. What do you and your constituents need to know to climb out of this sinkhole with your personal finances—and dignity—in tact. Session will also focus on evaluation service providers.
Facilitators: Pam Krueger and Jack Gallagher
Co-Hosts PBS Money Track

Adult Empowerment Roundtables

One size does not fit all when it comes to educating adults on their personal finances. Roundtable discussions focused on various areas of need for Californians offer an opportunity for volunteers, program providers and community representatives to share resources and best practices.
Program Representatives/Discussion Leaders:
• AICPA 360 Degrees of Financial Literacy
• Women's Resources
• Senior Citizens
• Resources for Non-English Speakers

Personal Finance Education in the Classroom: 9–12

Double Session >> Educators, administrators, program providers and volunteers connect via speed-dating style session that offers exposure to several top personal finance education programs. This high-speed, jam-packed session will leave you feeling informed and motivated about the financial literacy possibilities in elementary and middle schools.

2:45 p.m.

C O N C U R R E N T   S E S S I O N S

Making an Impact on Your College Campus

California’s colleges and universities are a breeding ground for financial illiteracy. That needs to change. Be part of the solution as we convene students, educators and volunteers to design a model of financial literacy for our best and brightest.

Facilitator: Pam Krueger
Co-Host PBS Money Track

Community Empowerment Programs

Asset building, economic education and financial counseling are among the valuable services nonprofits deliver throughout the state to low-income Californians. Learn how these model programs are making a difference one Californian at a time.
Facilitator: Jack Gallagher
Co-Host PBS Money Track

3:45 p.m.

Enrichment Works

4:10 p.m.

Closing Keynotes

Pam Krueger and Jack Gallagher
PBS Money Track

5 p.m.

Adjourn to Networking Cocktail Reception