MU Personal Finance Symposium

"Family Financial Success in a Challenging Environment"
Host:
Type:
Network:
Global
Date:
Wednesday, April 22, 2009
Time:
9:00am - 5:30pm
Location:
Reynolds Alumni Center - MU campus
City/Town:
Columbia, MO

Description

Hear from leaders in the finance industry on topics including the economy, consumer spending and debt, the role of financial institutions, credit counseling agencies and the government, financial literacy and student debt.

Speakers include: Clint Zweifel, Missouri State Treasurer; Susan Keating, chief executive of the National Foundation for Credit Counseling; and Catherine Allen, chairman and CEO of the Santa Fe Group.

9:00 a.m. Keynote Address
Susan Keating, National Foundation Credit Counseling (Chief Executive Officer)

10:00 a.m. “The Economy, the Government and our Financial Future”
Moderator: Susan Keating, CEO, National Foundation for Credit Counseling

Mike Cherry, Springfield Consumer Credit Counseling (President)

Matt Stanek, CUNA Mutual Group (Vice President Member Services)

Stuart Weiner, Kansas City Federal Reserve Bank (Vice President/Senior Policy Analyst)

11:00 a.m. Lunch ($10/person)

12:00 p.m. Break for T. Boone Pickens Lecture - MO Energy Summit, Jesse Hall (sponsored by the University of Missouri System)

1:15 p.m. “Money and Behavior: Making Money Work for You”
Moderator: Robert Weagley, Chair, MU Personal Financial Planning Department

Jim Gallagher, St. Louis Post Dispatch (Columnist)

Reeta Wolfsohn, Center for Financial Social Work (Owner)

Jim Warren, Warren Financial Group (Chief Executive Officer)

2:15 p.m. “Consumer Rights and Responsibilities”
Moderator: Catherine A. Allen, Chairman and CEO, The Santa Fe Group

Rick Kam, ID Experts (President)

Janey Place, DigitalThinking (Chief Executive Officer)

Matt Kitzi, State of Missouri (Securities Commissioner)

3:15 p.m. Keynote Address
Clint Zweifel, Missouri State Treasurer

4:30 p.m. Reception and Student Recognition

This event is free and open to the public.
Lunch is $10 per person.

All participants are asked to RSVP by contacting Amy Sanders, HES director of external relations, at (573) 884-5958 or SandersAL@missouri.edu.

WHEN: 9 a.m. – 5 p.m., Wednesday, April 22

WHERE: Reynolds Alumni Center, MU Campus

Other Information

  • Guests are allowed to bring friends to this event.

Event Type

This is an open event. Anyone can join and invite others to join.