Texas Association of Collegiate Financial Education Professionals

2024 Symposium Agenda

Details on Sessions and Speakers

Dress for the Symposium is Business Casual (Yes you can wear jeans!) Wear your school colors on Day 1 for the group photo.  

June 4th

Trellis Company

301 Sundance Parkway, Round Rock TX 78681

10:00 am - 4:15 pm




10:00 - 11:00 am

 Day 1 - Check In



 Networking Event (light snacks)


11:00 - 11:30 am


Meghan Williams - TACFEP Board President 

Richard Sapp - Trellis Strategies

11:30 am - 12:25 pm

 Lunch and Keynote

The State of Personal Finance in Texas: A Case to Do More for Our Young People

Brittany McDowell - Chairman of Texas Jump$tart Board, Citizens State Bank

12:30 - 12:45 pm

 Break - Group Photo


12:45 - 1:30 pm

 #1: Concurrent Break Out Session



 1A: Guiding Growth: Strategies For Building Impactful Advisory Committees

Chalese Connors - Texas Woman's University

Paul Goebel - University of North Texas


 1B: Gen Z: It's a Vibe

Sergio Gonzalez - Sallie Mae

1:40 - 2:25 pm

 General Session (includes a snack break)



Building Bridges: Exploring the Needs and Experiences of Texas College Students

Allyson Cornett and Carla Fletcher - Trellis Strategies

2:30 - 3:15 pm

 #2: Concurrent Break Out Session


 2A: Developing a Relief Fund Counseling Framework in Student Financial Wellness Programs

Catherine Komen and Prince Bosompim - Texas Tech University


 2B: EmpowerED Alliances: Student Mentor Conference for Financial Excellence

Gabby Pringle-Onwunaka - Texas Woman's University

Juan E. Gallardo, Ph.D - Tarleton State University

3:20 - 4:15 pm

 Round Table Thought Day 1

Report Out

 TACFEP Board of Directors
4:15 pm   Day 1 Concludes  

 Dinner On Your Own

6:30 pm 

 Dessert with the Directors - Downtown Round Rock

 TACFEP Board of Directors

June 5th

Trellis Company

301 Sundance Parkway, Round Rock TX 78681

9:00 am - 1:30 pm




9:00 - 9:30 am

 Day 2 - Check In

   Networking Event  TACFEP Board of Directors

9:30 - 10:00 am


(Round Rock Donuts and Coffee)

 Meghan Williams - TACFEP Board President

Traci Armes - University of Texas at Austin

10:05 - 10:50 am

 #3: Concurrent Break Out Session


 3A:  Year One Chronicles: Reflections on Our Rookie Year

Kamrin Penny and Joy Sabola - Universtiy of North Texas


 3B:   Exploring the Role of Social Media in Financial Wellness

Nilda Mason and Gilbert Rios - University of Texas at Austin

10:50 - 11:10 am

 Snack Break


11:15 am - 12 pm

 General Session 

Beyond The Ordinary: Our Journey To Creating A Signature Event

Paul Goebel and Staff - University of North Texas Student Money Management Center

12:05 - 1:05 pm

 Lunch Buffet

TACFEP Annual Meeting

Round Table Toughts Day 2

 Special Recognitions

 How to Get Involved with TACFEP

 2025 Symposium

 TACFEP Board of Directors

 1:30 pm

 Symposium Concludes

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