Afternoon Thursday, May 1, 2014

2:00 pm – 6:00 pm / Exhibit Materials Set-Up
4:00 pm – 6:00 pm / Registration

Morning – Friday, May 2, 2014

Friday
6:00 am – 8:15 am / Breakfast Hosted by Hotel: Market Street Bistro
8:00 am – 4:00 pm / Registration
8:30 am – 9:30 am / Welcome Remarks
Andrea Seidt, NASAA President
Andrew Hartnett, MO Secretary of State’s Office
Lynne Egan, NASAA Investor Education Section Chair
9:30 am – 10:30 am / Professional Development:
The Changing Face of Investment Products & Opportunities
Joseph Brady, NASAA Corporate Office
Andrea Seidt, NASAA President
10:30 am – 11:00 am / Crowdfunding
Jake van Der Laan, NB Financial & Consumer Services Commission
11:00 am – 11:15 am / Coffee Break
11:15 am – 11:45 am / Professional Development:
How to Explain Complex Investments
Cindy Palmer, MT State Auditor's Office

Afternoon – Friday, May 2, 2014

11:45 am – 1:45 pm / What's Next? Smart, Practical Advice on The Best Money (and Work) Moves For Everyone 20 and Beyond
Kerry Hannon, Author and AARP Jobs Expert
Lynne Egan, MT State Auditor’s Office
Don Blandin, Investor Protection Trust
2:00 pm – 3:00 pm / Bringing Investor Education to the Classroom: the Jump$tart Coalition Training Alliance Model
Dan Hebert, Jump$tart Coalition for Personal Financial Literacy
3:00 pm – 3:20 pm / Effective IE Presentations: Children/Teachers
Kelly May, KY Securities Division
3:20 pm – 3:35 pm / Coffee Break
3:35 pm – 4:15 pm / Open Microphone:
Learn From Other IE Coordinators
5:00 pm – 6:00 pm / Reception Hosted by Hotel
6:15 pm – / Networking Skyline Dinner Cruise, Hosted by NASAA

Morning – Saturday, May 3, 2014

Saturday
6:00 am – 8:45 am / Breakfast Hosted by Hotel: Market Street Bistro
8:00 am – 4:00 pm / Registration
9:00 am – 10:00 am / People in Their Working Years
Mary Putnam, Hallmark
Lori Schock, U.S. Securities & Exchange Commission
Victor Ricciardi, Finance Professor, Goucher College
10:00 am – 11:00 am / Breakout Discussions
11:00 am – 11:30 am / Coffee Break
11:30 am – 12:00 pm / Effective IE Presentations: Military
Dan Lord, AL Securities Commission
12:00 pm – 1:30 pm / Lunch

Afternoon – Saturday, May 3, 2014

1:30 pm – 2:30 pm / Retirement (Fraud & Ethics, POAs)
Joe Borg, AL Securities Commission
Andrew Hartnett, MO Secretary of State’s Office (T)
Mary Hosmer, MO Securities Division (T)
Robert Perry
2:30 pm – 2:50 pm / Effective IE Presentations: Elderly
Theresa Kong, HI Dept. of Commerce & Consumer Affairs
2:50 pm – 3:05 pm / Coffee Break
3:05 pm – 4:00 pm / Measurement & Evaluation:
The Effectiveness of an Investor Education Program or Campaign
Michael Herndon, CFTC
4:00 pm – 4:30 pm / Open Microphone:
Take Aways, New Initiatives, Evaluations and Wrap-up
5:00 pm – 6:00 pm / Exhibit Materials Teardown & Shipping

(T) = Tentative