Our Sponsors

Enjoy a complimentary hot breakfast. 

NBEA President Dr. Lori Hauf and special keynote speaker, Tennessee State Treasurer, The Honorable David H. Lillard, Jr. 

Franklin Ball Room

Students love to be the authority. Put them in the role by using case studies of fictional families to offer real-world solutions to financial challenges. In this session, test out these classroom-ready lessons that incorporate the FRB of Atlanta’s personal finance infographic posters. Student presentations on solutions and recommendations to the family offer a chance for authentic assessment of classroom learning. Princeton Williams and Jackie Morgan, Atlanta Federal Reserve Bank  Franklin Ball

Join Sean Crevier for integrating storytelling and practical application. This session introduces a philosophical and field-tested approach to teaching accounting. By leveraging free resources, educators can enrich their instruction with useful examples for immediate implementation. Participants will gain valuable insights into making accounting relatable and accessible through narrative and perspective-driven methods, ensuring students apply accounting concepts. Leipers A 

Join Dr. Chad Springer to review new certification requirements from Microsoft for Excel 365.  Excel is ubiquitous in personal finance and accounting applications. This is your opportunity to stay up to date with the latest credentialing requirements for you and your students.  Leipers B

Enjoy sponsored refreshments.

The "Pitch Competition" provides teachers with a fun fast way to learn who is doing what in the accounting and personal finance education space. Hear from innovative companies and non-profits that have stake in your success in teaching personal finance and accounting.

Franklin Ballroom

Enjoy a delicious complimentary lunch catered by Granite City Grill.

Franklin Ballroom

George Kamel speaks to millions of listeners as co-host of Dave Ramsey's long-running Financial Help radio show. They have helped millions with financial literacy and George is making an impact in his own right to a new generation of people that need financial literacy.  George will bring amazing insight into financial literacy strategies in an age of TikTok. Franklin Ballroom

Discussion facilitator(s):  Joey Running

Get collective wisdom from your high-performing peers on how you can excel at teaching personal finance and accounting, along with tips and tricks that can only be generated in the dynamic discussion.

Leipers A&B

Discussion facilitator:  Dr. Lori Hauf

Lotz Room, 11th Floor

Enjoy complimentary refreshments.

Explore how the C3 Framework's inquiry-based approach can transform personal finance and economic education. Using real-life questions.  This session demonstrates how you can teach multiple standards in one lesson through practical, life-relevant financial decisions using the Inquiry Design (IDM) model. This interactive demonstration will engage participants actively in proven teaching. Presenter: James Redelsheimer,  Lotz Room, 11th Floor

Join Dr. Richard Bliss and see how basic accounting can be taught using an interactive, visual, jargon-free approach that is suited for learners of all levels and especially useful for adult learners or non-CPA students. The Balance Sheet Equation (BSE) template is a simple tool that turns a series of basic business transactions into the three main financial statements – Income Statement, Balance Sheet, and Statement of Cash Flows – all without ever mentioning debits or credits. Leipers A

This topic would focus on practical applications of accounting principles, helping teachers bridge the gap between theory and real-life scenarios for their students. It could include discussions on sourcing relevant case studies, developing classroom activities based on real-world scenarios, and strategies for engaging students in critical thinking and problem-solving. Alyse Pflanz, Leipers B

Enjoy cocktails and networking with leadership and sponsors. Will will also have the "Hurricane Cash Booth," sponsored by the Foundation for Economic Education,  Franklin Ballroom

A relaxing and flexible evening on your own or with friends. NBEA will coordinate some group options for those traveling alone.

Enjoy a complimentary hot breakfast. 

There are 216 national standards for high school personal financial education. Of course, when everything is important, nothing is important. So what must our students learn, and how do we teach them? Award-winning teacher, author, and Director of Education for Budget Challenge Tim Lambrecht will share seven vital lessons and provide ready-to-use materials to help you implement them in your classroom.  Franklin Ballroom

 Join Dr. Richard Bliss from Babson College to learn about this interactive, fun, and competitive exercise, students are given a set of common-size financial statements for several companies, along with a brief description of the company/industry. Using their knowledge of financial statement line items and the connections within and across statements, they work in groups to match each company with its ‘financial footprint’. Leipers A

Jessica Britton and Shauna Williams, from Ramsey Education will explore dynamic discussion and engagement strategies for teaching personal finance. Learn how to foster meaningful conversations, encourage active participation, and make complex financial concepts accessible and relevant to diverse learners. Discover practical tools and techniques to create an interactive learning environment that empowers individuals to take control of their financial futures.

Leipers B

Financial literacy courses often excel in teaching "what" to do but fall short in addressing "why" and "how." Sean Crevier emphasizes the importance of Simon Sinek’s Golden Circle™ model to guide students' behavior effectively. To ensure comprehensive financial literacy, educators should focus on the "why" (delayed gratification, future planning) and "how" (accounting literacy). Incorporating resources that can bridge critical gaps and empower students. Franklin Ballroom

Have some fun with veteran accounting teacher Joey Running and  your accounting classes with Grab 'n Go lessons that not only promote problem-solving, teamwork, and collaboration but provide students with information pertaining to the career pathway of accounting. Help increase your students' comprehension of investing in businesses in fun and engaging ways! Leipers A

Come learn about Pathway to Financial Success in Schools — a comprehensive, award-winning financial literacy resource for grades 3-12. This ever-expanding, free program from Discover and Discovery Education features numerous interactive modules, videos, classroom activities, family connections, and more. Find out how you can put them to use in your classroom with speaker Hilary Hunt! 

Leipers B

Enjoy complimentary refreshments

RATIONALIZING FRAUD: HOW ORDINARY PEOPLE COMMIT EXTRAORDINARY CRIMES -WHAT TEACHERS NEED TO KNOW

From embezzlement and pyramid schemes to false insurance claims, expense reports, tax reports, and overbilling, fraud is committed by millions of people at all levels of organizations. Each year, businesses, governments, and non-profits lose over $3.7 trillion to fraud. 

Speaker: Kelly Richmond Pope Franklin Ballroom

See the Accounting and Personal Finance Educators of the Year awarded, along with other award educator of the year and more offered by NBEA's Southern Region.  Franklin Ballroom

This topic will address AI in personal money management from budgeting to investment management, AI-powered financial tools, analyzing financial data to provide insights and predictions to help individuals make informed decisions, personalized financial recommendations, ethical considerations and challenges, and integration into the curriculum. Alyse Pflanz,   Franklin Ballroom 

The future of personal finance and accounting education. Join an esteemed panel of experts as they contemplate what is next.

Panelists include Hilary Hunt, Sean Crevier, and more. Franklin Ballroom

Are you a personal finance instructor but need to demonstrate or reinforce your knowledge with a credential? W!se can help!  Sign up for W!SE Educator's Certification testing free at the summit. Signup is available at registration. Leipers B