Pre-Summit Workshops

Colin Ryan, Comedic Financial Speaker & Author

You can capture the attention of students unaware of your resources.

They’ll ATTEND when you offer something funny, relevant and intriguing. They’ll ENGAGE when you can make them laugh, lean in, and know you care. They’ll SIGN UP when they feel safe and know you can help them.

Attendees will learn:

-The Measurable “ISA” Method to Book More Appointments
-The Simple Framework to Create Captivating Money Stories and Presentations
-The Powerful Mindset That Earns Trust & Generates Follow-ups

*Earn 2 CEUs (approved by the Association for Financial Counseling & Planning Education - valid towards Accredited Financial Counselor certification only).

COST: $40/Member, $50/Non-Member

The Start-Up Institute will help get you up to speed by providing information on financial wellness that is vital to understanding the importance of the field and how you can build effective programming at your institution. You will have the opportunity to view critical research that indicates the need for collegiate financial wellness, learn about some of the top financial wellness programs in the country and the types of programming they offer their students, and interact with those associated with those programs to discuss ideas and form a plan for launching a program at your institution. Highly encouraged for first-time Summit attendees.

COST: $40/Member, $50/Non-Member

Game of Life is a simulation intended to teach students financial wellness concepts in an interactive way. Students are provided with salaries and then they navigate their way through a variety of fixed and variable expenses, opportunities, and challenges. This session explores the program's successful adaptation across several different delivery modalities due to the residual impact of the pandemic. Lessons learned are applicable to all financial wellness programs.

*Earn 2 CEUs (approved by the Association for Financial Counseling & Planning Education - valid towards Accredited Financial Counselor certification only).

COST: $40/Member, $50/Non-Member