pricing
Early bird rate extended to April 30th!
Member
Early Bird (March 4 - April 30)
$350
Regular (May 1 - May 31)
$450
Late (June 1 - July 14)
$550
Non-Member
Early Bird (March 4 - April 30)
$450
Regular (May 1 - May 31)
$550
Late (June 1 - July 14)
$650
Student
March 4 - July 14
$200
Pre-Summit Workshops
Member
$50
Non-Member
$75
Please note that the 2024 HEFWA Summit will only offer in-person programming.
Please note, you must login to our new membership portal to qualify for member rate.
Contact info@hefwa.org if you have questions.
pre-summit workshops
Note: These workshops are not included in Summit registration rate.
Each workshop is $50/member and $75/non-member.
How to Know if the Work is Working: Data and Dashboards
Sunday, July 14th
9am - 12pm ET
Traditional data collection in education often focuses on the quantity of reach rather than impact, leaving out key parts of the story. Knowing how many workshops an institution hosts is insufficient; the crucial question is whether or not is our work, actually working. Evaluating the true impact of educational programs is challenging, especially in areas like Financial Literacy and Diversity, Equity, and Inclusion, where data can be qualitative. Comprehensive data collection with textual analysis and visualization is vital to address this. Tools like Power BI and Tableau transform raw data into compelling narratives, allowing educators to assess program success by examining demographics, financial capabilities, and students' understanding of financial concepts. This approach not only tailors resources to specific identities but also explores intersectionality. The resulting dashboards serve internal purposes, enabling trend identification that lends to engagement opportunities and improvements, and externally, aiding in department reviews and securing funding. Overall, robust data practices empower educators to share impactful stories, support informed decision-making, advocate for continued support, and ultimately reinforce our "Why."
Presenter: Ashley O’Bruba, University of North Carolina, Charlotte
From First Year to Graduate: Aligning with the Financial Lifecycle of a Student
Sunday, July 14th
1 - 4pm ET
How are you reaching students at each stage of their financial journey? From prospective students through graduation, this workshop will provide financial wellness strategies to address the needs of your students at each stage of their college career. Participants will work together to document the key elements of their student lifecycle and come away with an action plan to align programming tailored to engage at each stage.
Presenters:
Sara Wilson, Student Connections
Sara Lorenzen, Oklahoma College Assistance Program
The Start-Up Institute
Sunday, July 14th
1 - 4pm ET
Is your institution in the process of developing a financial wellness program for your students?
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.
Presenters:
Dr. Brad Yeckley, University of North Carolina, Charlotte
Nicole Benford, University of North Carolina, Charlotte
Summit Sponsors
HEFWA extends our deepest gratitude to our esteemed sponsors whose unwavering support has made this event possible. With your partnership, we are empowered to foster meaningful dialogues, share invaluable insights, and drive positive change within the higher education financial wellness community. Together, we are shaping a brighter future for students and institutions alike. Thank you for your dedication and partnership in advancing financial wellness initiatives. Your commitment is truly appreciated.
Panther Sponsor
PNC is one of the largest diversified financial services institutions in the U.S., delivering Main Street Bank experiences through strong local relationships and delivery of financial wellness and banking solutions.
Financial literacy and wellness begin with education. From bilingual financial education workshops to educational resources for campus communities, PNC is committed to delivering the most relevant insights and learning opportunities for helping their clients better understand their finances and make sound financial decisions that promote financial wellness. Specifically, PNC’s My Finance Academy and Student Banking Center provide tips, resources, and tools that can help build healthy financial habits from a young age through retirement.
breaks
The National Endowment for Financial Education (NEFE) champions effective financial education. We are the independent, centralizing voice providing leadership, research and collaboration to advance financial well-being. As one of the first organizations to wholly dedicate its efforts on improving the effectiveness of financial education, we continue our legacy of strengthening action-oriented research agendas, mobilizing intermediaries, and creating better solutions for researchers, educators, practitioners and policymakers.
Wednesday Lunch Sponsor
At the Association for Financial Counseling & Planning Education® (AFCPE®) our mission is to positively impact the financial well-being of ALL people by ensuring the highest standards for financial counseling, coaching, and education.
Interested in becoming a sponsor, click here to learn more about available opportunities.
lodging
The oaklander
5130 Bigelow Blvd
Pittsburg, PA 15213
phone: (412) 578-8500
rate: $239/night (includes wifi)
parking: $40/night
The official hotel of the 2024 Higher Education Financial Wellness Summit.
The Oaklander Hotel (part of the Marriott Hotel Collection) is located just a few minutes walk away from the Summit sessions on the University of Pittsburgh Campus. The Cathedral of Learning is just across the street or enjoy a visit to the Carnegie Museum of Art of Museum of Natural History.
5 minute walk from Summit events
Must book by June 11th.
Wyndham Pittsburgh University Center
100 Lytton Ave, Pittsburgh, PA 15213
phone: (412) 682-6200
rate: $179/night
parking: $29/night
Located across the street from The Oaklander. This property is scheduled to become a Courtyard by Marriott by summer 2024.
5 minute walk from Summit events.
Must book by June 28th.
convince your leadership
Need to convince your leadership to send you to Summit?
Here are a few ways to make your case.
upskilling
Enhancing your expertise in financial wellness is a journey that goes beyond personal and professional growth – it's vital for the progress of your institution. Being attuned to the latest trends, compliance standards, and cutting-edge technologies in this field isn't just about staying current; it's about personally driving positive change in your role and actively shaping the transformative landscape of institution.
content
Explore a conference rich in peer-generated content, guaranteeing a plethora of firsthand insights and practical strategies from industry experts. Acquire valuable knowledge to lead your team more effectively, navigate emerging challenges, and contribute to the advancement of your institution's financial wellness initiatives.
networking
Embark on a journey to unlock networking opportunities, creating an ideal platform to connect with industry leaders, experts, and like-minded peers dedicated to advancing financial wellness in higher education. Foster valuable connections that transcend the conference, leading to collaborative solutions and partnerships that make a lasting impact on your team's professional development and your institution's overall success. Join us to cultivate relationships, share insights, and become an integral part of a vibrant community committed to shaping the future of financial wellness.
applied learning
Articulate the significance of your attendance at Summit through a compelling letter tailored to your leadership. Customize this template to align with your specific goals, emphasizing the return on investment in terms of both time and resources. Demonstrate your commitment by offering to conduct a post-conference briefing for staff, senior management, or your team, showcasing the invaluable insights gained. Establish a clear connection between your learning experience at the Summit and our institution's long and short-term goals, underscoring the tangible impact on our educational strategies.
HEFWA Summit 2024 Sponsorship
Why Sponsor
For our sponsors and exhibitors, the Summit provides the best opportunity to show how your product(s)/service(s) can best support these institutions in their financial wellness efforts. Many of our attendees are looking for support in deploying financial wellness to their students as they are often one of, at most, a few at their institution running such a program.
Our Attendees
Last year, the Summit brought together almost 250 attendees from across the financial wellness field. We are expecting even more attendees this year and are hoping to have 300-350. All sponsors/exhibitors will have access to both the in-person/virtual options.
University of Pittsburgh Cathedral of Learning
Event, Food and Beverage
Sponsorship Opportunities
-
• The mobile app provides live updates, conference agenda, session and speaker information as well as exhibitor information, and is available to all attendees
• Detailed post-event analytics showing app usage, ratings and engagement
• Logo inclusion on signage and emails promoting the app
-
• Sponsor logo displayed, along with HEFWA logo, on custom notebooks distributed to all Summit attendees
• Opportunity to place a business card and literature inside portfolio
-
• Bags contain items of all attendees to be placed in their hotel rooms prior to arrival
• Logo of sponsor will be featured on bag
• Sponsor can place any promo items of their choosing in bag
-
2 available
• Sponsorship of Monday or Tuesday morning 30-minute coffee and snack breaks
• Sponsor logo displayed to acknowledge sponsorshipItem description
Other Sponsorship Opportunities
-
• Sponsor logo placed on name badges give to all in-person attendees
• Badges will include Summit information that will make it likely attendees will look at it often
-
• Sponsor logo placed on lanyards produced to hold the Summit name badges
-
• One exhibit booth space in our sponsor/exhibitor area
• Acknowledgment in our conference app
• Two (2) full-Summit passes for exhibitor employees/ persons of their choosing
• Two (2) complete sets of conference registration materials
-
Looking to get feedback on something your organization is doing? This sponsorship opportunity would allow you space at the Summit to hold a private session to communicate with Summit attendees
• Price varies depending on size of room, time needed, and food provided
contact info@hefwa.org for pricing
Included with all sponsorship opportunities
Additional brand exposure
• Marketing materials placed in every conference attendee’s welcome packet
• Social media messaging acknowledging sponsorship prior to/during Summit
• Sponsorship acknowledgment in the conference app
• Organization logo placed in various areas around in-person Summit and also in between virtual sessions
Relationship-Building
• Two (2) full-Summit passes for sponsor employees/persons of their choosing
• Two (2) complete sets of conference registration materials
• Attendee list two weeks prior and two weeks post-conference with name, title, institution, and e-mail address
Exhibit Booth
• As a sponsor, you will receive one exhibit booth space
Discounts will be offered to organizations who sponsor more than one option.
Contact us through the form below for pricing.
summit history
The summit has existed, albeit under a lot of different names, since 2014. Since the first summit, we’ve been focused on making the Summit the premiere venue for conversations related to student financial wellness in higher education.
Below is a little more information about the Summit’s history.
