Financial Literacy Summit

Who should attend:

We encourage bankers committed to or interested in providing
consumer education and improving financial literacy in their communities to
attend the Summit. Teachers from your communities are also invited to
participate at a special reduced rate.

Sessions Include:

Best Practices Panel: Banker to Banker
Hear from bankers who are providing various financial
education programs in their communities. Get inspired and take home ideas for
programs that will work in your community.

Starting Out and Starting Over - the Importance of
Financial Building Blocks
Teen's transitioning out of the Foster Care system and women
starting over after leaving an abusive relationship benefit from receiving
basic financial lessons and tools. Find out how you can help provide the
building blocks of a strong financial future.

How Do You Spell "Mortgage Relief"?
You can spell "Mortgage
Relief" as HAMP, HARP, RESPA, TILA, QM, QRM, HBs and/or SBs, Regulations and
Court Decisions. Distressed mortgage borrowers are receiving assistance from
the administration, the United States Congress, the state legislatures, the
federal and state regulatory agencies and the federal and state courts. Hear
about programs that may be helpful to those looking for ways to stay in their
homes.

Tools and Resources
In this panel discussion we will look at ways to share your
efforts with the public, review mobile apps that promote financial fitness and
get an overview of the Texas Society of CPAs Workplace Financial Education
program.

Did You Know?
The Texas Department of Banking, the IBAT Education
Foundation and the Texas Bankers Foundation work together on both the Annual
Financial Literacy Benchmark Survey and Financial Literacy Summit. In this
presentation, we will review the results of the latest Benchmark Survey and
learn more about our programs and resources which support and honor bankers'
financial education efforts.

Financial Education Workshop: Updates on Proven Financial
Education Programs
Whether you are a veteran of the financial education effort
or just getting started, this workshop will give you an overview of the
existing programs - Building Wealth, Money Smart, Junior Achievement, Teach
Children to Save and Get Smart About Credit - and the perspective of bankers
who use them. Get ideas for programs that will work in your communities.

Registration Fee:
$395 - First Attendee
$350 - Additional Attendee from same bank (Due to special
handling requirements, additional registrations must be mailed or faxed
together to receive discount.)
$195 - Teacher

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

Hotel Accommodations:
A room block has been
established at the Hotel ZaZa across the street from the Federal Reserve.
Please contact the hotel directly and ask for the TBA/IBAT Financial Literacy
Summit rate of $159.

Hotel ZaZa

2332 Leonard Street

Dallas, TX 75201

214/468-8399