When and Where:

Thursday, October 3, 2019
Crowne Plaza Harrisburg-Hershey
23 South 2nd Street
Harrisburg, PA 17101



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8:30 – 9:00 a.m. — Registration and Continental Breakfast


9:00 – 9:30 a.m. — Welcome and Keynote

Welcome: Derek Baker, Past Board President, Pennsylvania Assistive Technology Foundation; and Susan Tachau, CEO, Pennsylvania Assistive Technology Foundation

Video Welcome: Governor Tom Ridge

Keynote Speaker: Steve Suroviec, President & CEO, ACHIEVA
The keynote will address the importance of integrating financial education in school and community settings for successful employment and independent living.


9:30 – 10:15 a.m. — Financial Education – 101

There is a common misconception that financial education is just knowing ‘how to budget.’ This session will discuss what financial education is and what it isn’t, review the key money concepts we all need to know, and provide updates on the current landscape of state and national government efforts in this arena.

Presenters: Hilary Hunt, Director, The Making Cents Project, and Holly Zugay, CFP®, Sr. Financial Education Officer, Pennsylvania Housing Finance Agency


10:15 – 10:30 a.m. — Break


10:30 – 11:15 a.m. — Financial Education – 102

This session will examine the unique challenges that individuals with disabilities have about money. Included will be information about the Social Security Work Incentives, benefits counseling, ways individuals with disabilities and their families can save (e.g. PA’s ABLE program), and a general overview of other adult decision-making options.

Presenters: Diana Fishlock, PA ABLE Field Representative, PA Treasury; Shari Mamas, Esq., Staff Attorney, Disability Rights Pennsylvania; and Susan Tachau, CEO, Pennsylvania Assistive Technology Foundation


11:15 – 12:15 p.m. — Where Financial Education Fits – The Ultimate Inclusion in Specific Programming

Relevance and timeliness are important factors affecting the successful delivery of financial education. The agencies and organizations serving individuals with disabilities have an advantage of reaching their clients and consumers at very teachable money moments in the course of delivering services. This session will discuss how financial education can fit into services including Workforce Innovation and Opportunity Act (WIOA) and Employment First initiatives as well as Home and Community-Based Services waiver programs (including Community HealthChoices).

Moderator: Nancy Murray, Board President, Pennsylvania Assistive Technology Foundation

Speakers: Kristin Ahrens, Deputy Secretary, Office of Developmental Programs; Shannon Austin, Executive Director, PA Office of Vocational Rehabilitation; and Kevin Hancock, Deputy Secretary, PA Dept. of Human Services, Office of Long Term Living


12:15 – 1:00 p.m. — Lunch


1:00 – 1:30 p.m. — Luncheon Presentation & Keynote

Speakers: Money Club Participants and Mentor (ACHIEVA)

Keynote: State Treasurer Joseph M. Torsella


1:30 – 2:45 p.m. — Financial Education Tools

This session will explore existing financial education resources that are available here in Pennsylvania, including PATF’s Cents and Sensibility: A Guide to Money Management, FDIC’s Money Smart, PHFA’s Building Your Financial House, CFPB’s Your Money, Your Goals as well as resources from the PA Departments of Banking & Securities and Education.

Moderator: Ben Laudermilch, Special Assistant to the Secretary, PA Dept. of Corrections

Speakers: Lee Ann Antol, Community Affairs Specialist, Federal Deposit Insurance Corporation; Hilary Hunt, Director, The Making Cents Project; Becky MacDicken, Outreach Specialist, PA Dept. of Banking and Securities; Susan Tachau, CEO, Pennsylvania Assistive Technology Foundation; Jill Wheeler, Special Populations Advisor, Office of Community Affairs, Consumer Financial Protection Bureau; and Holly Zugay, CFP®, Sr. Financial Education Officer, Pennsylvania Housing Finance Agency


2:45 p.m. – 3:15 p.m. — Visit Vendor Tables

Resource materials will be available at the vendor tables. Staff from federal, state, and other PA agencies will be available to answer questions and provide information.


3:15 p.m. – 4:00 p.m. — What Have We Learned and Where Do We Go from Here?

Panelists will discuss their own experiences with financial education, share key takeaways from the information presented during the conference, and discuss ways to support, implement, or expand financial education efforts.

Moderator: Richard S. Edley, Ph.D., President & CEO, Rehabilitation and Community Providers Association

Speakers: Dr. Josie Badger, President, J Badger Consulting Inc.; Charles Horton, Sr. Director of Advocacy & Inclusion, Inglis; Tabitha Hummer, Legislative Director for PA Senator Daniel Laughlin; Jerry Oleksiak, Secretary, PA Dept. of Labor & Industry; and Tara Williams, Special Assistant to the Secretary of the Department of Human Services


4:00 – 4:30 p.m. — Closing Session

Speakers: State Representative Bryan Cutler and State Senator Art Haywood


4:30  p.m. — Adjourn