MONDAY – MAY 22

11:30AM                  Registration

Laura Lee Blanton Building Lobby

Registration table opens.

12:00-1:30PM        Welcome Lunch | Keynote Address

Financial Planning: Engaging Millennials

Kimberly Vesely, CFP®, FullCircle Wealth





In the past few years, there has been a shift in the financial planning industry regarding the standards of the “target client”. There is a disconnect between conventional planning firms and what millennial-age clients need and want from an advisor. The discussion will focus on what the industry is doing to not only attract younger clients, but add value through new service models.

1:30-1:40PM           Group Picture

A tradition of the symposium has been a group photo of attendees displaying their institutional or organizational pride. This year’s photo will be taken on the Laura Lee Blanton Building exterior stairwell (interior stairwell inclement weather).

1:40-2:40PM           Session 1 Breakouts

Better Money Management Education: 6 Ways To Improve Your Program
George Covino, Student Connections

Whether you're concerned with student loan cohort default rates, student retention or both of these important factors, an effective money management education strategy can help you reach your goals.  This session will identify six strategies you can use to improve your current program or consider as you implement a new program.

One Size Does Not Fit All: Creating A Comprehensive Outreach Program To Serve All Students
Rachel Grimes & Vernisha Martin, University of North Texas

One size does not fit all when it comes to financial literacy programming and services. This session will provide insights into the dynamic and innovative outreach programming and services being offered by the UNT Student Money Management outreach team serving campus-based and online students, undergraduates and graduate students, traditional and non-traditional students alike.

2:45-3:45PM           Session 2 Breakouts

Keep Them Coming Back: Making Your Financial Education Sessions More Memorable
Alan Ishida, SALT

As financial education advocates, you want to offer students engaging, meaningful and impactful in-person financial literacy sessions.  This, of course, can be easier said than done.  Join us for this interactive, train the trainer session where we will review best practices for program design.  Using these best practices, we will then put you in the shoes of students, and deliver a financial literacy session from start to finish.  Attendees will walk away with a comprehensive, ready to implement session. 

Wild Cards in Texas Hold 'Em!
Patsy Collins, Sam Houston State University

In our efforts to retain students, collegiate financial educational professionals need to identify niche areas to increase the financial cards in their deck.  Excellent client interview skills could reveal information necessary to develop additional income streams.  Learn how to identify niche areas to increase the financial cards in your student's deck!

3:50-4:50PM           Session 3 Breakouts

Peer To Peer: A Student Centered Approach to Financial Assistance
Michael Saenz, The University of Texas at Dallas

Peer mentors act as a valuable source to other students by sharing information and personal experiences on the financial realities of college. This presentation will explore a peer-centered model approach for financial literacy. We will examine the UT Dallas Comet Cents Money Management Center and how to center financial assistance around a peer-to-peer model.

First Year Experience
Nick Kilmer, Texas A&M University

Texas A&M University opened its financial literacy center, the Money Education (ME) Center, in August 2016. In its first year, the ME Center has had to expand much more quickly than anticipated and as a result has already had its share of successes and mistakes in regards to marketing, partnerships, data tracking, curriculum, online resources, and more. In this session, representatives will share successes and mistakes to help attendees learn from their experiences in creating and expanding financial literacy programming on their campuses.

4:50PM                     Sweet & Salty Snack

Laura Lee Blanton Building Lobby

Take a quick break with an afternoon sweet and salty pick-me-up.

5:00-6:00PM           General Session


Building the Financial Literacy of Texans

Dr. Charles Puls, Texas Higher Education Coordinating Board

Dr. Kristy Vienne will interview Dr. Charles Puls, Deputy Assistant Commissioner for Student Financial Aid Programs at the Texas Higher Education Coordinating Board. He will share information on the efforts the Financial Literacy Advisory Committee is making to help build the financial literacy of Texans to promote a better understanding of how and why to pay for higher education. The interview will reflect on the overarching goals of 60x30TX, the core objectives the advisory board is developing to help agencies achieve the 60x30TX goals, where the committee is now, and the next steps for moving the financial literacy objective forward. Additionally participants will be able to submit questions for the interview and will be asked to provide feedback to help inform The Coordinating Board on the efforts of the Financial Literacy Advisory Committee.

6:30PM                     Group Dinner

Ozona Grill & Bar (4615 Greenville Avenue | Dallas, TX 75206) - 214-265-9105)


Named after the unincorporated small West Texas town, Ozona Grill & Bar has an award-winning patio that has become a home away from home in Dallas. Year after year Ozona continues to offer a comfortable atmosphere along with a diverse menu of homemade food, and a large selection of drinks. Ozona fulfills everyone’s burning desire for a good ol’ time. Buffet dinner provided. CASH BAR.


TUESDAY – MAY 23

8:30AM                     Registration

Laura Lee Blanton Building Lobby

Registration table open.

9:00-9:30AM          Annual Meeting

TACFEP Annual Membership Meeting

Rachel Grimes, TACFEP Chair

As cited in the Association’s by-laws, there shall be an annual meeting of the membership during the symposium. The purpose of the meeting shall include: annual president’s report, committee reports, treasurer’s report, transaction of business, introduction of new board members, and recognition of outgoing board members and others.

9:40-10:40AM        Session 4 Breakouts

Setting Assessment Standards: One Coaching Session At A Time

Danielle Champagne, The University of North Texas

Assessment has become an integral part of student services. Today's college students need to acquire basic financial wellness skills that will allow them to face a world that is continually changing. Students must be able to think critically, to analyze, and to make informed decisions. This session will explore a standardized coaching services assessment initiative being implemented by two universities in Texas to begin setting assessment standards for personal coaching services.

The Game of Life: Teaching Students to Live Within Their Means
Haley Riley, Sam Houston State University

The SHSU Student Money Management Center created a signature workshop to combat the notion of living from paycheck to paycheck. The experiential workshop – The Game of Life Challenge – is teaching students how to evaluate income and expenses, with the goal of understanding how crucial it is to manage money according to one’s priorities and income. This presentation will provide you with tips and materials to create The Game of Life Challenge at your school.

10:45-11:45AM     Session 5 Breakouts

Professional Transformation from Follower to Leader

Dr. Kristy Vienne, Sam Houston State University

Paul Goebel, The University of North Texas

Transitioning from seeing your role in terms of just technical skills to seeing your contribution in terms of being able to inspire others towards action is a process. Leadership development can maximize productivity, shape a positive culture and promote greater engagement. This immensely practical and hands-on workshop is designed to inspire, engage, and help attendees identify the skills needed to meet the challenges that lay ahead as they lead their campus's financial education programming.

Service Leadership As Peer Mentors
Maegan Shafer, Stephen Lewis, Vernisha Martin, Cyle Zimmerman, The University of North Texas

Four peer mentors from the UNT Student Money Management Center share their unique perspectives and experiences as both students and paraprofessionals. As peer mentors these students are fostering creative solutions to the financial obstacles students face every day. The session will include a brief presentation on each mentor’s experience and primary duties, followed by an open forum with the audience.

11:45AM                  Grab-N-Go Lunch

The symposium program will officially close with a grab-n-go lunch for attendees to pick up as they prepare to leave campus. A selected choice of box lunches provided by Jason’s Deli will be available.

POST SYMPOSIUM EVENT

George W. Bush Presidential Library Tour

Sponsored by the TACFEP Board of Directors


For those attendees who selected to visit the George W. Bush Presidential Library, they will be provided with an entrance ticket at registration. The ticket provides free admission to the library, which is located a short walk from the symposium.


Texas Association of Collegiate Financial Education Professionals 


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