2021 Idaho Conference Agenda

Connect & Grow Virtually - Friday, February 19th, 2021

Friday, February 19, 2021

Virtual Conference Idaho
8:00am – 5:00pm MST

This is a FREE Event – Schedule Subject to Change

7:45 am – 8:00 am

Virtual Lobby Opens

8:00 am – 8:30 am

Conference Opening
Carolyn Holly, Emcee
State Treasurer Julie Ellsworth, Conference Host
Derek Kreifels, President, SFOF
Melanie Kreifels, Managing Editor, SWSM Magazine

8:30 am – 9:00 am

General Session
Up Close and Personal Part 1

Interview with:

FROM THE COVER OF SWSM MAGAZINE: Sylvie Legere, Co-Founder, The Policy Circle

Dee Dee Bass Wilbon, SWSM/SFOF Board Member

9:00 am – 9:30 am

General Session
Up Close and Personal Part 2

Interview: Real Women Real Stories


  • Shauna Coit, Owner, Redeemed Decor
  • Michelle Murray, Owner, Murray’s Chevron
  • Amber Taggard, Owner, Organizer Chicks

9:30 am – 10:30 am

General Session
Panel of Experts, moderated by Carolyn Holly:

  • Alex Kincaid, Alex Kincaid Law
  • Lori Gull, Idaho Central Credit Union
  • Phil Harris, Harris Financial Advisors
  • Claudine DiTorrice, Pioneer Federal Credit Union

10:30am – 11:00 am

Visit Sponsor Virtual Exhibitor Booths

11:00 am – 11:50 am

Breakout Session 1
1A. Budgeting 101 – Creating a Spending Plan
1B. Investing 101 – Getting Started is Half the Battle
1C. Taking Care of Your Future Self: The Cost of Health & Long-Term Care
1D. Becoming a proactive planner: What is an estate plan, a living will, and why should I have one?

11:50 am – 12:20 pm

At Home Lunch Break

12:20 pm – 12:30 pm

Ron G. Crane, Excellence in Financial Education Award Presentation

12:30 pm – 12:45 pm

SWSM Hall of Fame Award 

Presented by Wells Fargo

12:45 pm – 1:30 pm

Visit Sponsor Virtual Exhibitor Booths

1:30 pm – 2:20 pm

Breakout Session 2
2A. Know your credit score? Tips to improve your FICO score before a big purchase
2B. Weathering the Storm: Navigating Your Long Term Financial Plan No Matter the Forecast
2C. What to Do When Mom or Dad Dies
2D. Planning Ahead: What Types of Insurance Make Sense for You?

2:20 pm – 2:35 pm


2:35 pm – 3:25 pm

Breakout Session 3
3A. Defeating Debt: Freedom to live within your means
3B. Saving for the Future — It’s Never Too Early, It’s Never Too Late!
3C. From Idea to Action – How to Start a Business
3D. Finally Home! Homebuyer Education

3:25 pm – 3:55 pm

General Session
Keynote Speaker Tammie Jo Shults, Author & Pilot

Presented by Citi & iTEDIUM

3:55 pm – 4:10 pm

General Session
Door Prizes

4:10 pm – 4:40 pm

Visit Sponsor Virtual Exhibitor Booths

4:40 pm – 5:00 pm

General Session
Door Prizes and Closing