MoneySmart Conference:
Focus Our Financial Future


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April 24, 2012

Time

 

Name Presentation

 

9:00     

Erin Robertson, '00

“Now What? Your Finances and the Rest of Your Life”


9:45

Diana Bell & Missy Rafter  

“College checking accounts… Only for college students-no monthly service charge, free debit card, free online banking, free bill pay, free ATM usage, free touch tone banking, free e-statements, and e-notices”


10:00

Heather Penney

 

“Women Need To Ask! -Men Ask More, Men Get More”


10:30    

Amy Wardlow

 

"Protect Yourself: Stop Scams and Identity Theft"


11:00

Dr. Dennis Bialaszewski

“The Perspective of a Horse Owner/Breeder- Breeding strategies, Costs and Benefits, Success Stories, Ethics, and the Market”


11:30

 Christine Wilkey, SMWC

“A Thin Line – Poverty and Self-Sufficiency in Vigo County”


12:00

Darla Hopper

 

“Student Loans- trends and student strategies”


12:15

ISU Investment Club       


“An Introduction to the ISU Investment Club”


12:30

SMWC PBL        

 

 Awards

 

 

Biographies

Erin Robertson 

 Erin is a life-long Hoosier who is very familiar with many of the economic issues facing the residents of central Indiana.  She currently serves as a Financial Consultant in the Carmel, IN office of TIAA-CREF Individual and Institutional Services, LLC.  In this role, her duties include providing financial education seminars to employees of client institutions and interacting one-on-one with plan participants to answer their questions regarding retirement accounts and other financial products.  Before joining TIAA-CREF, Erin has held various positions in the mortgage, credit counseling and financial services fields.  Erin is also an adjunct faculty member at both Indiana State University and Ivy Tech Community College in the Business Administration area.  Erin received her Bachelor of Science degree in Psychology from Saint Mary-of-the-Woods College in 2000 and her Master of Business Administration degree from Anderson University in 2004.  She is also a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Retirement Planning Counselor™.

Missy Rafter

 I have been with Old National Bank since 2002 and I am the Customer Service Representative at the West Terre Banking Center.  I began my banking career when I was a senior in High School with Merchants National Bank (Now Old National Bank) and was with the bank until I had my daughter in 1994, I was a stay at home Mom until I went back to work at Old National Bank in 2002.   I have completed many banking courses during my employment with the bank.

Heather Penney

 Heather is a business executive with 12 years of experience in business-to-business development and integrated marketing recognition as well as experience in grant management. For the past eight years, she has been working in academic and community oriented environments instructing various business classes, establishing key community relationships and consulting companies. In the business community, it is vital that one possess innovative ideas and creativity along with strong values and integrity. In all her business and community outreach, it is her goal to provide strong ethical and moral foundations to reflect the person she is and the program/university she represents.  Currently, she has expanded the service region of the SBDC from six counties in 2008 to ten counties in 2011. In addition, she have founded three advisory boards in the region, increased center performance to rank third in the state and increased local funding by 43%. The importance of professionalism and knowledge is recognized by the Small Business Spotlight she hosts on Channel 38 and Business Cents she authors in the Tribune Star. 

Dennis Bialaszewski

 Dr. Bialaszewski has served a member of the Board of Directors for the Indiana Thoroughbred Owners and Breeders Association. He served a number of those years in the position of secretary. In 1998 he structured the Sub S Corporation POLSIH ROSE STABLES, INC. Aside from being involved in the thoroughbred industry he is a tenured at Indiana State University and is involved with community activities as he has served as the Past President of the Terre Haute Noon Optimist Club, the current president of the Ryves Community Optimist Club, the Lieutenant governor of Zone 5 for the Optimist Indiana South District, past Grand Knight of the Mother Theodor Knights of Columbus Council as well as being active with other community organizations.

Christine Wilkey

Christine holds a Master of Social Work degree from Indiana University (1993) and has been teaching full time at SMWC since 2005.  She is an Indiana licensed social worker (LSW) and a member of the Academy of Certified Social Workers.  She currently teaches undergraduate courses in human services and sociology and graduate courses in the Master of Leadership Development program.

Darla Hopper

I have been employed by Saint Mary-of-the-Woods College since August 2009 as Director of Financial Aid.  I completed my undergraduate degree with a major in Marketing and minor in Management from Northwood University in October 1998. I am currently enrolled in the MLD program at SMWC and anticipate completing my Master’s degree in August, 2012.

 

Are you a distance student and want to participate?

Plan to log in for each meeting at http://smwc.adobeconnect.com/pbl.  No need for a password.  Enter as a guest, but please list both your first and last name. The sessions will start and stop with the speaker, so it is possible that you will need to revisit the meeting room.  Since we are recording, we hope to record each speaker's session, so please make sure to print out the poster or visit the Money Smart Day site.

If you have never attended a Connect Pro meeting before: