Finance University 2024 Agenda
4:00 PM - 7:00 PM
Finance University Welcome & Registration
Morgantown Marriott - Lobby
(All Training Sessions in Salon ABC)
7:30 AM - 8:30 AM
Breakfast (Morgantown Marriott - Platinum Foyer)
Registration
8:30 AM - 8:45 AM
Welcome
Joshua Hall, Ph.D., Milan Puskar Dean, John Chambers College of Business
and Economics, WVU
8:45 AM - 9:45 AM
Career Technical Education Updates
Sarah Wamsley, Coordinator in the Office of Career Technical Education,
Division of Career Exploration & Student Engagement, West Virginia
Department of Education
9:45 AM - 10:45 AM
Is College Worth It?
Caitlin Wilson, Senior Economic Education Specialist, Federal Reserve Board,
Richmond
10:45 AM - 11:00 AM
Break
11:00 AM - 12:00 PM
Making AI Work for You: More Than a Search Engine
Christopher McClain, Ph.D., Assistant Professor of Mathematics, WVU Tech
Andrew Wheeler, Associate Professor of Forensic Investigation, WVU Tech
12:00 PM - 12:45 PM
Lunch (Morgantown Marriott - Platinum Foyer)
12:45 PM - 1:30 PM
NGPF MOVE Activities: Learn by Doing
Christian Sherrill, Next Gen Personal Finance's Director of Growth and
Advocacy
1:30 PM - 2:15 PM
NGPF Career Resources: Prepare Your Students for Jobs of the Future
Christian Sherrill, Next Gen Personal Finance's Director of Growth and
Advocacy
2:15 PM - 2:30 PM
Break
2:30 PM - 3:15 PM
Mutual Fund, ETFs and the Benefits of Diversification
Peyton Hughes, Portfolio Manager, Summit Community Bank
3:15 PM - 4:00 PM
How Education Has Benefited My Career and The Financial Learnings of Owning
a McDonald’s Franchise
John Ebert, Jr., McDonald’s Owner/Operator
4:00 PM - 4:30 PM
Panel of WV K-12 Educators
Wrap-Up
7:00 PM - 8:30 PM
Networking Dinner (Morgantown Marriott - Salon FGH)
(All Training Sessions in Salon ABC)
7:30 AM - 8:30 AM
Breakfast (Morgantown Marriott - Platinum Foyer)
8:30 AM - 8:45 AM
Special Remarks
Giovanna Genard, Vice President of Global Communications and External
Affairs, PRA Group
8:45 AM - 9:45 AM
An Introduction to Cryptocurrency: Blockchain, Bitcoin and Beyond
Charlie Kiser, Founder, Matewan Digital Holdings, LLC
9:45 AM - 10:45 AM
EVERFI & West Virginia: Exciting Updates & Digital Resources to
Support Financial Education
, EVERFI
10:45 AM - 11:00 AM
Break
11:00 AM - 12:00 PM
Simplifying the FAFSA Simplification Process
Brian Bollinger, Student Financial Coordinator, WVU Hub
12:00 PM - 12:45 PM
Lunch (Morgantown Marriott - Platinum Foyer)
12:45 PM - 1:30 PM
West Virginia, Showing the World the Way Forward
Eugene M. Natali, Jr., CFA, CEO & Co-founder, Troutwood
1:30 PM - 2:15 PM
Structuring Financial Agendas
Michael Hardt, Service Asst. Professor, General Business and Director of
Assessment, Kendrick Center for an Ethical Economy, John Chambers College
of Business and
Economics, WVU
2:15 PM - 2:30 PM
Break
2:30 PM - 3:15 PM
Banking in 2024
Jason Schnopp, AVP Business Development Banking Center Manager, WesBanco
Bank
Sherri Sharp, SVP Financial Advisor, WesBanco Bank
LaTora Keigley-Harker, CRA Compliance Analyst, WesBanco Bank
3:15 PM - 4:00 PM
Active Minds, Active Learning: Tools and Techniques to Increase Student
Engagement When Teaching Personal Finance
Lynette Coles, Training Team, Take Charge Today, University of Arizona
4:00 PM - 4:30 PM
Panel of WV K-12 Educators
Wrap-Up
(All Training Sessions in Salon ABC)
7:30 AM - 8:30 AM
Breakfast (Morgantown Marriott - Platinum Foyer)
8:30 AM - 8:45 AM
Announcements
8:45 AM - 9:45 AM
Make Actionable Education a Reality for Your Students
Michael Sheffer, Director of Education, FoolProof Foundation
9:45 AM - 10:45 AM
Investing in the Stock Market
Jennifer Ross, Financial Advisor, Co-Founder - Huffman & Ross Wealth
Management
10:45 AM - 11:00 AM
Break
11:00 AM - 12:00 PM
The Puzzle of Prosperity
Cathleen Johnson, Ph.D., Director, Kendrick Center for an Ethical Economy,
WVU
12:00 PM - 1:00 PM
Lunch (Morgantown Marriott - Platinum Foyer)
1:00 PM - 2:00 PM
Your Retirement Plan at Work: Understanding Pensions and Beyond
Ryan N. McCallum, Divisional Vice President, Corebridge Financial
2:00 PM - 2:45 PM
Volunteer Income Tax Prep for Students
Robert James, Program Director, West Virginia Alliance for Sustainable
Families
2:45 PM - 3:00 PM
Break
3:00 PM - 4:00 PM
Insurance 101
Harvey J Flowers Jr, MBA, CPRIA, Personal Lines Territory Manager, PA/WV,
ENCOVA INSURANCE
4:00 PM - 4:30 PM
Panel of WV K-12 Educators
Wrap-Up
5:30 PM- 7:00 PM
Team Building Activity: Escape Room - Wharf District, Morgantown
7:15 PM - 9:00 PM
Networking Dinner: Mountain State Brewing Co.- Wharf District, Morgantown
Thursday, July 18
(All Training Sessions in Salon ABC)
7:30 AM- 8:30 AM
Breakfast (Morgantown Marriott - Platinum Foyer)
8:30 AM - 8:45 AM
Announcements
8:45 AM - 9:45 AM
Financial Education and Empowerment
Beth Roberts, Financial Education Specialist, West Virginia State Treasurer’s
Office
9:45 AM- 10:45 AM
Introducing Financial Literacy Education to West Virginians
Lauren Weatherford, Associate Professor, Family & Community Development
Agent, Fayette & Nicholas Counties, WVU Extension
10:45 AM- 11:00 AM
Break
11:00 AM - 12:00 PM
Presentations of Certificates and Announcement of Awards
Ann Marie Hibbert, Ph.D., Professor and Chair, Finance Department;
Director, Center for Financial Literacy and Education, John Chambers
College of Business & Economics, WVU
12:00 PM
Grab-and-Go Lunch