July 24-25, 2014

FinancialLiteracySummit

SP116 EMAIL1

Please register the following:

Name q Mr. q Ms. Title

Bank/School

Street Address City, State, Zip

Mailing Address (If different from above) City, State, Zip

Phone Fax Email

Please complete and mail with check to:Texas Bankers Association

P.O. Box 2569, Austin, Texas 78768-2569800-462-7295 / 512-472-8388 phone

512-473-2560 fax

Register online with a credit card at www.texasbankers.com

Registration Fee:

$___________ TOTAL ENCLOSED

For IRS reporting purposes, the food cost portion of your registration is approximately $175.

q $395 First Attendeeq $350 Additional Attendee from same bank*q $195 Teacher

*Due to special handling requirements, additional registra-tions must be mailed or faxed together to receive discount.

Sponsored byTexas Bankers Foundation and IBAT Education Foundation

Who should attendWe encourage bankers committed to or interested in providingconsumer education and improving financial literacy in theircommunities to attend the Summit. Teachers from your commu-nities are also invited to participate at a special reduced rate.

Summit location & accommodationsThe Summit will be held at the Federal Reserve Bank, 2200N. Pearl Street, Dallas. A room block has been established atthe Hotel ZaZa across the street from the Federal Reserve.Please contact the hotel directly and ask for the TBA/IBATFinancial Literacy Summit rate of $175.Hotel ZaZa2332 Leonard Street, Dallas, TX 75201214-468-8399

Check-in time is 4:00 p.m. Guests may be checked in earlierdepending on occupancy levels and availability of “ready” rooms

on the day of arrival. Early check-ins cannot be confirmed untilthe day of arrival. Checkout time is 12:00 p.m.; requests to retainrooms beyond that hour should be directed to the Front OfficeManager the morning of departure. Should it be possible toextend a late checkout, a late departure charge may be applied.

Cancellation PolicyA full refund of registration fees will be made if written noticeof cancellation is received in the TBA office by July 7.Cancellations received between July 8 and 17 will be charged acancellation fee of $100 per attendee. No refunds are availableafter July 17; however, substitutions are accepted by e-mail orfax. Contact Jocelyn Carby at jocelyn@texasbankers.com or(512) 472-8388.

Consent to Use Photographic ImagesRegistration and attendance at, or participation in, this meet-ing constitutes an agreement by the registrant to sponsors’ useand distribution (both now and in the future) of the registrant’sor attendee’s image or voice in photographs, videotapes, elec-tronic reproductions and audiotapes of such event.

Federal Reserve Bank of Dallas • July 24-25, 2014

Financial Literacy Summit

Thursday, July 24, 20149:00 a.m.

WelcomeAlfred Norman, Vice President and Community AffairsOfficer, Federal Reserve Bank of DallasCharles G. Cooper, CommissionerTexas Department of Banking

9:15 a.m.Keynote Speaker: Lorrie HessMaking A Difference

In this positive and fast-moving keynote presentation,Lorrie Hess shows how our efforts and actions influenceothers far more than we realize. It isn’t always easy tomeasure how well a lesson is learned, or a message istaken to heart, yet by the end of Lorrie’s presentation youwill be reinvigorated in the work you do to educate bothchildren and adults in your community.

10:15 a.m.Refreshment Break

10:30 a.m.Best Practices Panel

Financial education is needed at all ages and life stages.Hear and learn from bankers and a teacher who are pro-viding programs for elementary and middle schoolstudents and for senior citizens in their communities. Getinspired and take home ideas for programs that will workin your community.

10:30 a.m.An Introduction to the Community Loan Center: A Texas-Based Payday Loan Alternative

Matt Hull, Texas Association of Community DevelopmentCorporations

In this session you will learn about the Community LoanCenter program design, pilot program results to date,efforts to expand the program statewide and how yourinstitution can support the effort.

12:00 p.m.Luncheon

12:30 p.m.CEO Roundtable

A successful consumer education program starts with acommitment from the bank’s CEO and board. Our panelof CEOs will share why they made the commitment andhow their programs benefit the community.

1:15 p.m.Academy of FinanceAngelo Ochoa and Dede Moore, University High School

The Academy of Finance introduces students to the broadcareer opportunities in the financial services industryand, in the process, equips them to make sound choices.

2:00 p.m.Building and Sustaining Customer Loyalty ThroughEducationKurt Swiger, EverFi

In this session, we will explore the connection betweencustomer-facing education programs and brand loyalty.Listen to recent findings and learn about what fosterstrust among your customers.

2:30 p.m.Refreshment Break

2:45 p.m.Best Practices – Programs that Support Small andFamily-Owned Businesses

Did you know that more than 50 percent of the U.S.workers are employed by a small business or that since1995, 65 percent of new jobs were generated by a smallbusiness? Hear about two programs providing education,tools and resources to help these businesses thrive.

3:30 p.m.A Look at the New TEA Personal Financial LiteracyStandardsLaura Ewing, Texas Council on Economic Education

Learn more about the new standards for the 2014-2015school year. Learn ways you can help the teachers in yourdistrict meet the new standards.

4:00 p.m.What Can Bankers Do? Get Creative! Be Active!Leilani Lim-Villegas, Texas Department of Banking

In this session, Leilani will help you brainstorm to createnew ideas and out-of-the-box thinking that you can takeback to your bank and put a plan into action.

4:30 p.m.Adjourn

Friday, July 25, 20148:00 a.m.

Continental Breakfast

8:30 a.m.Impression Management: The Unspoken Rules ofEffective LeadershipLinda Talley, Ph.D., Linda Talley & Associates, Inc.

As a leader, you think people follow you because of whatyou say. However, what people really follow is your bodylanguage. Learn key actions that leaders do to miscom-municate and the “fixes” they can make in order to be acongruent leader.

9:30 a.m.Financial Education Workshop: Updates on ProvenFinancial Education Programs

11:30 a.m.Program Adjourn

Program

Special thanks toour gold sponsor

Special thanks to our bronze sponsor The Genesis Group

Special thanks to our Annual Education Sponsors

FINANCIAL LITERACY SUMMIT

July 24-25, 2014

Dallas, Texas

Register today!

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