Personal Financial Planning Track
UH Bauer College Financial Symposium 2014

When:
Registration:
Where:
Why:
9 a.m.-12 p.m. Saturday,
April 12, 2014
8:30-9 a.m.
Cemo Hall, University of Houston
To promote Financial Literacy to students and the Houston community
In partnership with the Texas Council of Economic Education. Open to all students and the community.
In Conjunction with
The goal of the Financial Symposium is to provide current UH students and the Houston community with information on basic financial topics and on curriculum options for financial education and careers in financial services, including commercial banking, financial analysis, and personal financial planning.
2014 Bauer College Financial Symposium: Transform Yourself. Transform Your Wealth
With a goal of increasing financial literacy on campus and in the Houston community, the C. T. Bauer College of Business at the University of Houston aimed to simplify the process during its Third Annual Financial Symposium on April 12. The event focused on transforming your behaviors to successfully achieve financial stability.
Session Topics:
Saturday, April 12, 2014, from 9 a.m. - 12 p.m. at Cemo Hall, University of Houston.
Click each session topic for more information.
Preliminary Session 9-9:50 a.m.
Presentation on basic financial resources, including a demo of CashCourse, and overview of the workshops.
Guest Speaker:
Charles M. Neff, Jr.- Charles M. Neff, Jr., President & CEO of Integrity Bank
Cash Course Introduction:
Destinie Ross, Leslie Lopez- Destinie Ross, Student Financial Planning Coordinator, University of Houston C. T. Bauer College of Business
- Leslie Lopez, Financial Coach and Loan Coordinator, Family Services of Greater Houston
Breakout Session 1 - 9:50-10:50 a.m.
Money Management: College Edition
Learn real world strategies for managing your cash flow so that you know where your money is going and you are not caught short when emergencies happen.
Location:
Melcher HallPresenters:
Destinie Ross, Tedric Breed, Nathalie Casares and Susan Kizer- Tedric Breed, Consultant, Ryan LLC
- Destinie Ross, Student Financial Planning Coordinator, University of Houston C. T. Bauer College of Business
- Nathalie Cazares, Student Financial Planning Coordinator, University of Houston C. T. Bauer College of Business
- Susan Kizer, Economic Education Coordinator, Federal Reserve Bank, Houston Branch
Careers in Commercial Banking and Financial Analysis
A panel of representatives will educate students on careers in Commercial Banking and Financial Analysis.
Location:
Melcher HallModerator:
Joanna Arnold- April Bailey, Senior Vice President, Commercial Banking, Amegy Bank
- J. Downey Bridgwater, President-Houston Market, Comerica Bank
- Valerie Gibbs, Houston President, Bank of Texas
- Charles Guez, Ph.D., NASDAQ Clinical Professor of Finance and Director, Commercial Banking Program, University of Houston C. T. Bauer College of Business
- Charles M. Neff, Jr., President & CEO of Integrity Bank
Careers in Personal Financial Planning
When choosing a career, it is not only important to consider your skills and interests, but also what careers you can align them with to support the lifestyle you desire. There will be an opportunity to hear about careers in finance, especially in personal financial planning services.
Location
Melcher HallFacilitator:
John Lopez- Professor John Lopez, Clinical Associate Professor, University of Houston C. T. Bauer College of Business
- Cheryl D. Creuzot, CFP, J.D., LL.M, President & Chief Executive Officer, Wealth Development Strategies, L.P.
- Brandon Henry, AEP®, CIMA®, CTFA®, Director, Mosaic Advisors, LLC
Breakout Session 2 - 11 a.m.-Noon
Knowing your Credit Score and Managing Credit Cards
To better understand your credit score, you need to know what it entails and how to maintain it.
Location:
Melcher HallPresenter:
Tammy Mermelstein- Tammy Mermelstein, Certified Financial Coach
College Funding Solutions
With rising costs, paying for college is one of the primary concerns for students and their families. This session will provide valuable information from a student who has gone through the process, and from the UH Office of Scholarships and Financial Aid.
Location:
Melcher HallPresenters:
Destinie Ross, Tedric Breed, Nathalie Casares, Laura Ewing and Darlene Irrobali- Tedric Breed, Consultant, Ryan LLC
- Destinie Ross, Student Financial Planning Coordinator, University of Houston C. T. Bauer College of Business
- Nathalie Cazares, Student Financial Planning Coordinator, University of Houston C. T. Bauer College of Business
- Laura Ewing, President/CEO, Texas Council on Economic Education
- Darlene Irrobali, Financial Aid Program Coordinator 2, University of Houston
Evaluating and Negotiating a Job Offer
To teach students how to effectively negotiate a salary and to evaluate a benefits package which is offered by an employer.
Location:
Melcher HallPresenter:
John Lopez- Professor John Lopez, Clinical Associate Professor, University of Houston C. T. Bauer College of Business