Maverick Conference on Financial Success

Friday, April 11, 2025
11:00 AM - 5:15 PM
Centennial Student Union (CSU), Minnesota State University, Mankato

Hosted by the Charles Schwab Foundation Center for Financial Wellness, join us for a dynamic event filled with expert-led panels, in-depth discussions, and valuable networking opportunities. Gain insights from top financial professionals, industry researchers, and innovative entrepreneurs as they share their strategies for achieving long-term financial success.

Charles Schwab Foundation Center for Financial Wellness

Event Details:

• Date: Friday, April 11, 2025
• Location: Centennial Student Union (CSU), Minnesota State University, Mankato
  • Registration and Luncheon: CSU 253/4/5
• Time: 11am – 5:15pm

Don’t miss out on this unique opportunity to enhance your financial knowledge and leave with actionable strategies for your personal and professional growth. Whether you're a small business owner, AgriBusiness professional, student, or educator, there's something for everyone at this can't-miss conference!

Register to the event

For questions, please contact Ishuan Li.

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Event Schedule

CSU 253/4/5

10:30 am	Registration
11:00 am	Welcome and Opening Remarks Dr. Ishuan Li Simonson and Dr. Daniel Hiebert, Directors, Maverick Center for Financial Success Dr. Seung Bach, Dean, College of Business, Minnesota State University, Mankato Sherri Trombley, Director, Advisor Services Business Consulting & Education, Schwab Foundation Keynote Speaker: Bob Kaitz, President and CEO, BestPrep
12:00 pm	Lunch

Concurrent Sessions

CSU 202 Cooper Room

1:00 pm – 2:30 pm	Small Business Owners Panel Session Session Organizer: Dr. Daniel Hiebert Topic: Succession planning for small business owners
3:00 pm – 4:30 pm	Agribusiness Panel Session Session Organizer: Dr. Shane Bowyer Topic: The 2025 Minnesota legislative session ongoing discussions and potential further amendments to agribusiness policies

CSU 203

1:00 pm – 2:15 pm	CFP Panel Session Session Lead: Steve Blume, Schwab Topic: The Roles of CFPs in helping households achieve financial success
12:30 pm – 3:45 pm	Personal Finance Curriculum in 9th to 12th Grades and College Session Leads: Gwen Wolters and Dr. Ishuan Li Simonson Topic: Minnesota high school standards for personal finance and MinnState General Education review
4:00 pm – 5:15 pm	Peer to Peer Program Session Leads: Reese Prellwitz and Brooke Nelson Topic: an innovative co-curricular program to train student advisors in financial planning

CSU 204 Nichols Room

1:00 pm – 2:15 pm	Student Loan Debt: Workshop Session Lead: Rachel Sherlock, Business Office, Minnesota State University, Mankato Topic: Understanding student loans from financing, refinancing, and pay-offs
2:30 pm – 3:45 pm	Negotiating Your First Salary: Workshop Session Lead: Danielle Duffey, Career Development Center Topic: Understanding the art and science of salary negotiation for college students
4:00 pm – 5:15 pm	Research on Financial Literacy Session Presenters: Dr. Nguyen Nguyen, Minnesota State University, Mankato Dr. Xinyan Shi, University of North Carolina, Pembroke Dr. Jae Min Lee, Minnesota State University, Mankato