Financial Literacy Roundtable

Financial Literacy Roundtable

California educators, nonprofits, parents, community volunteers, state and local elected officials, financial literacy advocates and stakeholders and financial professionals will gather together with a common goal—to improve financial literacy.

This year, CalCPA Institute will host the California Financial Literacy Roundtable, a series of regional events throughout the state. The aim of this half day program is to build connections within the California financial literacy community, to promote financial education and will focus on the how we can empower all Californians to better manage their finances through education.

Our final roundtable for this year will be held on Thursday, Sept. 29 on the campus of California State University, Los Angeles.

Major subjects addressed:

  • The Student Loan Debt Crisis: A 360-Degree View
  • Getting Californians Retirement Ready
  • Successes, Progress and Challenges in Financial Literacy Education in Public Schools

View the flier.

Admission is complimentary and includes 3 hours of CPE, all meals and parking.

Register for the 2016 California Financial Literacy Roundtable—Los Angeles.

PARKING UPDATE: Guests are to pick up a parking permit at the Welcome Center booth located at the intersection of Paseo Rancho Castilla and Campus Rd. Proceed to park in either lots 5 or 7. If parking in Lot 5, elevators are available to reach the campus level in Structure C. Please refer to the campus map for directions. 


8:00-9:00 a.m.


Registration and Continental Breakfast

9:00-9:10 a.m.


Welcome and Introductions
Katie Vanderveen, CPA
CalCPA State Financial Literacy Chair

Rob Seltzer, CPA
CalCPA Los Angeles Chapter Financial Literacy Chair 

9:10-9:20 a.m.


Keynote Address
The role of Community Colleges and the College Promise
Mike Eng
Former Assemblyman & Current Trustee,
Los Angeles Community College District

9:25-10:15 a.m.


Panel: The Student Loan Debt Crisis: A 360 Degree View

Americans currently owe over $1.2 trillion in student loans. New graduates coming out of college owe an average of nearly $30,000. Expert panelists will explore the issues surrounding the ever increasing amount of collective student loan debt, its ramifications for society and how the financial literacy community can make a difference.
Jonathan Choy
California State University, Los Angeles

Andrew Chou, CFP
Nextgen Wealth Management

David Hicok, ChFC
Hicok Financial 
10:20-11:10 a.m.    

Panel: Getting Californians Retirement Ready

Hear from financial planners and CPAs on how financial literacy stakeholders can educate Californians on the importance of preparing for retirement.
Michael Eisenberg, CPA
Miller Ward

Andrew Chou, CFP
Nextgen Wealth Management

David Hicok, ChFC
Hicok Financial

11:10-11:20 a.m.   Break
11:20 a.m.­­-12:10 p.m.   Presentation: Successes, Challenges and Progress in Financial Literacy in Public Education

Learn about the state of financial literacy in public education. Hear about the successes, challenges and progress and how financial literacy advocates can help.
Connie Moore-Kelly
Director, Business and Interactive Technology Academy
Hamilton High School
12:10-1 p.m.   Networking Luncheon