Education + Business Summit 2024: Full Schedule

10:00am EDT

78 Personal Finance Track Test Prep: Money, Money Management, and Personal Finance Planning

Unlock what you need to know about money, money management, and personal finance planning with this session dedicated to exploring its value, the roots of bartering, the treasury’s role, sources of income, taxation, loans, and the significance of entrepreneurship. This session is geared toward those on the Personal Finance Track and will help aid in their test preparation for the W!SE Educator Certification Exam.

Speakers

Chandler Jordan

Program Director, SC Economics

Chandler Jordan is the Program Director for SC Economics, where she facilitates workshops and supports K-12 teachers in economics and personal finance. Chandler spent multiple years in the classroom as a Government, Economics, and AP Macroeconomics teacher before transitioning to... Read More →

Sarah Ostergaard

Teacher Programs Director, SC Council on Economic Education

Monday June 24, 2024 10:00am - 11:00am EDT
Room 202-A

Personal Finance Track Participants

11:15am EDT

77 Personal Finance Track Test Prep: Banks and Banking

Discover the world of financial institutions, from savings to checking accounts, and the crucial role of the FDIC in safeguarding our deposits. Explore essential banking services and learn how to protect yourself from scams. This session is geared toward those on the Personal Finance Track and will help aid in their test preparation for the W!SE Educator Certification Exam.

Speakers

Chandler Jordan

Program Director, SC Economics

Sarah Ostergaard

Teacher Programs Director, SC Council on Economic Education

Monday June 24, 2024 11:15am - 12:15pm EDT
Room 202-A

Personal Finance Track Participants

1:15pm EDT

76 Personal Finance Track Test Prep: Credit

Unravel the complexities of credit and understand how it works, from loans to credit cards, and explore their advantages and disadvantages. Learn about managing credit card bills, maintaining healthy credit scores, and interpreting credit reports. Discover common credit problems and risks and gain practical strategies to resolve them. This session is geared toward those on the Personal Finance Track and will help aid in their test preparation for the W!SE Educator Certification Exam.

Speakers

Chandler Jordan

Program Director, SC Economics

Sarah Ostergaard

Teacher Programs Director, SC Council on Economic Education

Monday June 24, 2024 1:15pm - 2:15pm EDT
Room 202-A

Personal Finance Track Participants

2:30pm EDT

75 Personal Finance Track Test Prep: Insurance and Investing

Dive into the realms of insurance and investing and explore the purpose and various types of insurance coverage, from life to property. Discover the range of investment products and shared strategies, navigating markets and securities. Learn about regulations shaping the landscape and responsibilities of the consumer. This session is geared toward those on the Personal Finance Track and will help aid in their test preparation for the W!SE Educator Certification Exam.

Speakers

Chandler Jordan

Program Director, SC Economics

Sarah Ostergaard

Teacher Programs Director, SC Council on Economic Education

Monday June 24, 2024 2:30pm - 3:30pm EDT
Room 202-A

Personal Finance Track Participants

3:45pm EDT

193 Personal Finance Track Testing

Personal Finance Track Testing

Speakers

Dana J Depew

Education Associate, Office of Career and Technical Education, SCDE

Dana Depew, is the Education Associate for the Business Management and Administration, Finance, and Marketing clusters and programs in the state of South Carolina. Dana also facilitates CTE technical skills assessments as well as all CTE course standards' creations and revisions... Read More →

Monday June 24, 2024 3:45pm - 4:45pm EDT
Room 202-A

Personal Finance Track Participants

10:15am EDT

35 Personal Finance Track: Managing Personal Finance

Explore the new half-credit Personal Finance course standard, Managing Personal Finance. Take a deep dive into key indicators, including the importance of taking responsibility for personal finance decisions, applying decision-making skills to make personal finance choices, using strategies for making informed purchases, the importance of budgeting, analyzing how social media impacts spending, and investigating methods to safeguard financial information. Lesson plans and best practices and lots of no-cost resources will be shared.

Speakers

William Humphrey

Tuesday June 25, 2024 10:15am - 11:15am EDT
Room 202-A

Personal Finance Track Participants

11:30am EDT

123 Personal Finance Track: Understanding Insurance and Risk

Explore the new half-credit Personal Finance course standard, Understanding Insurance and Risk. Take a deep dive into key indicators, including the principles of insurance and fundamental insurance terminology, risk management methods, factors affecting insurance premiums, auto, health, and life insurance, as well as other insurance products, such as renters and long-term disability. Potential lesson plans, best practices, and lots of no-cost resources will be demonstrated. This session is geared to those on the Personal Finance Track.

Speakers

Heather Gregory

Business Education, Union County Career and Technology Center

About to start my 5th year teaching and went through PACE to obtain my teacher’s certificate. Work history in Finance and Insurance.

Tuesday June 25, 2024 11:30am - 12:30pm EDT
Room 202-A

Personal Finance Track Participants

1:30pm EDT

36 Personal Finance Track: Utilizing Banking Services

Explore the new half-credit Personal Finance course standard, Utilizing Banking Services. Take a deep dive into key indicators, including evaluating services offered at various financial institutions, opening and managing checking and savings accounts, the components of a bank statement, reconciling a checking account, fees and incentives that are associated with various types of banking, electronic monetary transition, and modern payment services. Lesson plans and best practices and lots of no-cost resources will be shared.

Speakers

Melissa C Williams

Tuesday June 25, 2024 1:30pm - 2:30pm EDT
Room 202-A

Personal Finance Track Participants

2:45pm EDT

37 Personal Finance Track: Managing Credit

Explore the new half-credit Personal Finance course standard, Managing Credit. Take a deep dive into key indicators, including types and sources of credit/debt, cost and benefits of using credit, components of a credit score, consumer rights, and responsibilities, identifying high-risk strategies for repayment and avoiding financial pitfalls, loan applications, amortization schedules, and calculating payments. Lesson plans and best practices and lots of no-cost resources will be shared.

Speakers

Brent Bernier

Teacher, D. R. Hill

Careers Teacher at D. R. Hill Middle School

Tuesday June 25, 2024 2:45pm - 3:45pm EDT
Room 202-A

Personal Finance Track Participants

4:00pm EDT

89 Personal Finance Track: Financing Education and Training

Explore the new half-credit Personal Finance course standard, Financing Education and Training. Take a deep dive into key indicators, including comparing the cost associated with post-secondary education or training, financial aid, various educational funding options, FAFSA, types of student loans, and investment options for paying for post-secondary education costs. Potential lesson plans and best practices and lots of no-cost resources will be demonstrated. This session is geared to those on the Personal Finance Track.

Speakers

Gayle Whitlock

Tuesday June 25, 2024 4:00pm - 5:00pm EDT
Room 202-A

Personal Finance Track Participants

8:30am EDT

33 Personal Finance Track: Understanding Taxes

Come explore the new half-credit Personal Finance course standard, Understanding Taxes. Take a deep dive into key indicators, including basic tax terminology, the purpose and types of taxes, computing taxes, analyzing tax forms, evaluating how taxes impact disposable income, computing gross earnings, payroll deductions, net pay, and filling out an individual income tax return form. Lesson plans and best practices and lots of no-cost resources will be shared.

Speakers

Christen Sanders

Wednesday June 26, 2024 8:30am - 9:30am EDT
Room 202-A

Business, Family and Consumer Science

9:45am EDT

122 Personal Finance Track: Building Financial Security

Explore the new half-credit Personal Finance course standard, Building Financial Security. Take a deep dive into key indicators, including defining basic investment concepts, the relationship between risk management and rate of return, funding requirements at different stages of life, Social Security benefits, types of long-term retirement investments, estate planning, developing an investment portfolio, and the role of insurance in long term financial planning. Potential lesson plans, best practices, and lots of no-cost resources will be demonstrated. This session is geared to those on the Personal Finance Track.

Speakers

Nathaniel Gilmore

Wednesday June 26, 2024 9:45am - 10:45am EDT
Room 202-A

Finance, Education & Training

11:00am EDT

219 Success Story: Life after high school--How educators and industry came together to creating a workforce pipeline

This Volvo Accelerator program is an example of one of the creative ways that Volvo plans to engage the workforce pipeline. Our why:
A program to match our needs did not exist. We did not have the resources or time to utilize existing programs and those programs did not meet the specific need.
We focused on establishing strategic relationships with partner HSs in the Lowcountry and create a mutually beneficial program for both schools and industry.

Speakers

Katherine Bergmann

Wednesday June 26, 2024 11:00am - 12:00pm EDT
Room 202-A

Transportation

2:15pm EDT

172 Personal Finance Track: JA Finance Park® Mobile

For those on the Personal Finance Track, JA Finance Park® is an immersive mobile facility where students will develop and stick to a personal budget via an innovative digital simulation that takes them on a journey from their teen years through retirement. This session will walk you through the features and benefits of JA Finance Park®, share data from how this program has benefitted students in other states, and help you get this impactful program into your school.

Speakers

Bette Bronson

VP of Education, Junior Achievement of Greater South Carolina

I look forward to meeting you during the SC Business Summit! Attendees will be introduced to JA's Program that aligns with the state standards that have been put in place for the half unit Personal Finance credit for high school students. The program has fun, fully designed lesson... Read More →

Wednesday June 26, 2024 2:15pm - 4:30pm EDT
Room 202-A

Finance