Inaugural Conference of the Maverick Center for Financial Success

The Annual Conference on Financial Success and Financial Education

Minnesota State University, Mankato

April 11, 2025

 

Tentative Program                                                                                      

 

9:30 am           Ribbon Cutting, Maverick Innovation Center

10:30 am         Registration

Location: CSU 253/4/5                                                                      

11 am              Welcome and Opening Remarks       

Location: CSU 253/4/5                                                                      

                        Co-Directors Li Simonson and Hiebert      

                        College of Business: Dean Seung Bach 

Schwab Foundation: Sherri Trombley                                                                      

                        Conference Keynote Speaker: TBC                                                              

12:00 pm         Lunch 

Location: CSU 253/4/5                                                                      

 

Concurrent Sessions

CSU 202 Cooper Room

 

1 pm – 2:30 pm           Small Business Owners Panel Session

                                    Session Organizer: Dr. Daniel Hiebert

                                    Topic: Succession planning for small business owners.

 

3 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 pm – 2:15 pm           CFP Panel Session

Session Lead: Steve Blume, Schwab

Topic: The Roles of CFPs in helping households achieve financial success.

 

2:30 pm – 3:45 pm      Personal Finance Curriculum in 9^th to 12^th 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 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 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 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