2021 Kentucky Conference Agenda

Connect and Grow Virtually, Friday, June 4, 2021

Friday, June 4, 2021
8:30am – 5:00pm

This is a FREE Event

(Subject to Change Without Notice)

8:00 am – 8:30 am

Virtual Lobby Opens

8:30 am – 8:45 am

Conference Opening
Carolyn Holly, Emcee

Carrie Sheffield, Co-emcee
Derek Kreifels, President, SFOF

State Treasurer Allison Ball, Conference Host
Melanie Kreifels, Managing Editor, SWSM Magazine

8:45 am – 9:30 am

General Session
Up Close and Personal Part 1: Panel Discussion with Kentucky Entrepreneurs

  • Crissy Hogston, Hoggy’s Ice Cream
  • Heather McCormick, McCormick Insurance Agency
  • Deanna Nichols, Living Well Healthcare

9:30 am – 10:00 am

General Session
Up Close and Personal Part 2: Pursuing Your Passion and Making Extra Income – Side Hustles

  • Holly Anastasio & Heidi Willis, Weightloss/Wellness
  • Ana Almeida, Fitness
  • Jennie Paiva, Photography

10:00 am – 11:00 am

General Session
Panel of Experts: This is a one-hour session for attendees to ask any question to our Kentucky experts. Representatives from Commonwealth Credit Union, Fidelity, Kentucky Realtors, and Dinsmore will all be available to answer a wide variety of financial education topics.

11:00 am – 11:55 am

Breakout Session 1
1A. Budgeting 101: Creating a Spending Plan
1B. Investing Basics: Getting Started is Half the Battle
1C. Saving for Education: The In’s and Out’s of a 529 Plan
1D. Becoming a Proactive Planner: What is an estate plan, a living will, and why should I have one?

12:00 pm – 12:15 pm

Chloe’s Money Tips for Kids: Interview with Kentucky Treasurer Allison Ball

12:15 pm – 12:25 pm

Kentucky State Treasurer Excellence in Financial Education Award Presentation

Presented by Treasurer Allison Ball

Sponsored by Chase

12:25 pm – 1:00 pm

Visit Sponsor’s Virtual Booths

1:00 pm – 1:55 pm

Breakout Session 2
2A. Know your credit score? Tips to improve your FICO score before making a major purchase
2B. Weathering the Storm: Navigating your long term financial plan no matter the forecast
2C. Planning Ahead: What Types of Insurance are Right for You?
2D. My Money and Me: What’s Personality Got to Do with It?

2:00 pm – 2:15 pm


2:15 pm – 3:10 pm

Breakout Session 3
3A. Defeating Debt: Freedom to live within your means
3B. How to Teach Financial Education Principles
3C. From Idea to Action – How to Start a Business
3D. Finally home! Homebuyer Education

3:15 pm – 4:00 pm

General Session
Keynote Speaker: Mary Katharine Ham, CNN Commentator and Author

4:00 pm – 4:30 pm

Visit Sponsor’s Virtual Booths

4:30 pm – 4:45 pm

General Session
Sponsors Recognition and Door Prizes

Join us next year!