Financial Symposium 2017

UH Bauer College Financial Symposium 2017

When:


Registration:

Where:
 

Why:

9 a.m.-1 p.m. Saturday,
April 8, 2017

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 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.

Session Topics

Saturday, April 8, 2017, from 9 a.m. – 1 p.m.
Cemo Hall, University of Houston

Check-in from 8:30-9 a.m. | Click each session topic for more information.

Plenary Session 9-9:50 a.m.

Keynote Speaker:

  1. Joe Kinahan, Chief Market Strategist, TD Ameritrade

    2. Joe Kinahan

    Joe (JJ) Kinahan, Managing Director of Client Advocacy and Market Structure, began his career as a Chicago Board Options Exchange (CBOE) market maker in 1985, trading primarily in the S&P 100 (OEX) and S&P 500 (SPX) pits. While spending his time there primarily as an independent market maker, he also worked for ING Bank, Blue Capital and was Managing Director of Option Trading for Van Der Moolen, USA. In 2006, Kinahan joined the thinkorswim Group, which was eventually acquired by TD Ameritrade.

    Kinahan, a 30-year trading veteran, is a CNBC regular, a Forbes Contributor and is frequently quoted in the Wall Street Journal, Financial Times and Reuters News, along with many other respected media outlets. He is also a member of the Advisory Board at CBOE and the OIC Rountable. His licenses include the 3, 4, 7, 24 and 66.

 

Breakout Session 1 - 10-10:50 a.m.

 

Breakout Session 2 - 11 a.m. - 11:50 a.m.

  • 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.

    Presenter:

    1. Professor John Lopez, Clinical Associate Professor, University of Houston C. T. Bauer College of Business

  • Students incur unnecessary debt due to dropping classes or adding a second major or minor that may not add value to their degree. This workshop will cover way to avoid unnecessary debt and tips for financial success in college.

    Presenters:

    1. Frank Kelley, Associate Dean, Undergraduate Studies
    2. Jacqueline Walker, Financial Literacy Counselor, University of Houston

  • 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. Also to better understand you credit score, you need to know what it entails and how to maintain it.

    Presenters:

    1. Susan Kizer, Economic Education Coordinator, Federal Reserve Bank, Houston Branch
    2. Sherrie Young, Credit Coalition

 

Breakout Session 3 - Noon - 12:50 p.m.

  • To teach students how to effectively negotiate a salary and to evaluate a benefits package which is offered by an employer.

    Presenters:

    1. John Lopez, Clinical Associate Professor, University of Houston C. T. Bauer College of Business