Session Descriptions  

pre-conferences   |   check times below

Note: To register for pre-conference sessions, select the appropriate sessions on the registration form when you register for the Summit.  If you have already registered for the Summit and would like to add a pre-conference, please contact us at


Pre-Summit Keynote and Breakouts: Addressing Student Financial Crises | Pavillion

Sunday, July 15, 11:45-4:30pm

In the afternoon, we will be offering our first Pre-Summit Keynote speaker, Monica Pohlmann, which will include lunch and breakout sessions to follow. This keynote session will address working with students who are in crisis, are affected by emergency situations, and/or are in need of emergency resources. All “Pre-Note” attendees will rotate through each of the 4 subsequent breakout sessions.

The Keynote speaker will broadly address institutional responses to difficult circumstances over lunch, and we will continue more focused discussions in smaller rotational breakout sessions. Registration for the “Pre-Note” event will include lunch and participation in 4 short rotational sessions. These breakouts will serve as continued discussions on the pre-note event, focusing on the following topics:

  • International students and DACA | Broadway I

  • Unforeseen and natural disasters | Broadway II

  • Food and housing insecurity | Broadway III

  • Emergency Aid Toolkit Workshop | Broadway IV

Cost: $60 (includes lunch)

The Start-Up Institute

Sunday, July 15, 8:30-11:30am | Broadway I

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.

Cost: $40

Program Enhancement Series: Financial Wellness in the Classroom

Sunday, July 15, 8:30-11:30am | Broadway II

Have you considered creating a financial wellness course to add you to your institution’s academic curriculum? This session will explore how to gain administrative buy-in through the successes and struggles of your peer institutions. The presenters will delve into creating an interactive curriculum, which will help make finances fun so that your students will leave the classroom confident and excited about their financial future. Finally but importantly, presenters will explore best practices for gaining buy-in throughout your entire campus community.

This session is designed in a workshop format to help those interested in jump-starting curricular programs and gather ideas to take back to your institutions.

Cost: $40

Training Peer Educators Through a Wellness Lens

Sunday, July 15, 8:30-11:30am | Broadway III

Whether building a new program or strengthening an existing one, this session offers a holistic perspective to peer training for financial wellness education. The more peer educators understand the factors that influence client decision-making, the more they can assist clients in positive behavior change. Presenters—including both program leaders and peer educators—will suggest competency areas to incorporate into a peer program, including examples for training activities. Peer educators will offer examples of how they incorporate training into their work.

This session will review financial areas of competency to consider but will more directly address areas related to wellness, interpersonal skills, external factors, and multicultural competency. Topics will include power and privilege, identity, values/beliefs, mental/physical health, rapport building, and meaning-making. Participants will have an opportunity to share ideas and consider how to apply session material. This session is for those who currently have or are working to build and strengthen a peer program.

Cost: $40


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