Video recordings of each of the Conference’s sessions are available below. Each recording has a description beneath it of what is covered in the session, a link to download the session slides (where available), as well as a link to download a Word document with the full transcript for that session.
Session 1: Morning Keynote and Welcome
Welcome: Derek Baker, Past Board President, Pennsylvania Assistive Technology Foundation; and Susan Tachau, CEO, Pennsylvania Assistive Technology Foundation
Video Welcome: Governor Tom Ridge
Keynote: Steve Suroviec, President & CEO, ACHIEVA
The keynote addresses the importance of integrating financial education in school and community settings for successful employment and independent living.
Download the Session 1 Transcript as a Word document.
Session 2: Financial Education 101
There is a common misconception that financial education is just knowing ‘how to budget.’ This session discusses what financial education is and what it isn’t, reviews the key money concepts we all need to know, and provides 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
Download the Session 2 Transcript as a Word document.
Download the Session 2 Slides as a PDF document.
Session 3: Financial Education 102
This session examines the unique challenges that individuals with disabilities have about money. Included is 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: Karen Carr, PA ABLE Field Representative, PA Treasury; Shari Mamas, Esq., Disability Rights Pennsylvania; and Susan Tachau, CEO, Pennsylvania Assistive Technology Foundation
Download the Session 3 Transcript as a Word document.
Download the Session 3 Slides as a PDF document.
Session 4: Where Financial Education Fits – The Ultimate Inclusion in Special 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 discusses 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
Download the Session 4 Transcript as a Word document.
Session 5: Luncheon Presentation and Keynote
Elysia, a Money Club participant, and KayLynn, her instructor, speak about their experience with Money Club, a financial education course based on Pennsylvania Assistive Technology Foundation’s book Cents and Sensibility: A Guide to Money Management.
PA State Treasurer Joseph M. Torsella discusses the importance of financial education and how Pennsylvania’s ABLE program can support the financial empowerment goals of people with disabilities.
Speakers: Money Club Participants and Mentor (ACHIEVA)
Keynote: State Treasurer Joseph M. Torsella
Download the Session 5 Transcript as a Word document.
Session 6: Financial Education Tools
This session explores 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, Housing Director, 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
Download the Session 6 Transcript as a Word document.
Download the Session 6 Slides as a PDF document:
Session 7: What Have We Learned and Where Do We Go From Here?
Panelists 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
Download the Session 7 Transcript as a Word document.
Session 8: Closing Session
Speakers: State Representative Bryan Cutler and Liana Walters, Esq. representing State Senator Art Haywood
Download the Session 8 Transcript as a Word document.