Financial Literacy Summit For High School Girls

Financial Literacy Summit For High School Girls

Friday November 2, 2018; 9:00 am - 3:00 pm

Financial Literacy Summit For High School Girls

[November 2nd 2018]

Check back soon for updates!

The Financial Literacy Summit for High School Girls is a free day long event that introduces students to the basics of financial literacy. Our target audience are young women who attend high school in the Oakland Unified School District (OUSD) and the greater Bay Area. Topics include, opening a bank account, money management, budgeting and savings!

For more information please email the program director at finLiteracy@ywca-berkeley.org.

Summit Includes

  • Fantastic Speakers
  • Interactive Workshops
  • Lunch
  • Raffle prizes
  • Financial Resources and Giveaways!
  • and more!
  • Chances to win great prizes including tickets to six flags!

Summit Agenda April 2018

Friday, April 20, 2018

YWCA Berkeley/Oakland @ 2600 Bancroft Way

9 AM – 3 PM

8:30 am Registration + Breakfast Bites

9:00 am – 9:15 am Welcome and Opening

9:15 am -10:45 Interactive Reality Store

11:00 am-12:00 pm Morning Workshops (budget/savings)

12:15 pm- 1:15 pm Lunch and Resources

1:30 pm – 2:30 pm Afternoon Workshops (credit/loans)

2:45 pm Closing and Final Raffle Winners!

Raffle Prizes:

  • Six Flags Tickets
  • Target Gift Card
  • Body Shop Products
  • New Parkway Tickets
  • Landmark Theatre Tickets
  • Barnes & Noble Items
  • Personal Finance for Teens by Carol H. Cox.

Workshops and Presenters

Tamarra Brown – Take Control of Your Dollars. Money Management!

Tamarra L. Brown, CPA, MBA, is a Financial Specialist with Alameda County. Prior to that, she was an experienced auditor at PwC, where her portfolio included banking and financial services clients. Her professional affiliations include CalCPA (2011-2018). As a CalCPA member, Tamarra wrote an article and was featured on the September 2014 cover of California CPA, CalCPA’s statewide magazine. She was also a panelist at the CalCPA 2015 Women’s Leadership Forum. Tamarra is also a member of FWSF (Financial Women of San Francisco). She is a Team Lead for the 2018 FWSF Scholarship Committee, which provides scholarships to graduate and undergraduate Bay Area women seeking financial services careers. A native Midwesterner, Tamarra moved to California to obtain her MBA from USC’s Marshall School of Business as a Consortium for Graduate Studies in Management Fellow. She is a lifelong learner and teacher who is passionate about education and financial literacy as a means to empower women. In her spare time she enjoys faith, family, fitness and cooking.

Gretchen Caldwell – Build Your Budget

As an Advisor at EP Wealth, Gretchen focuses on helping people navigate financial transitions in their life including retirement, career changes, divorce and the death of a partner or spouse. She has her series 65 license, a certificate in Financial Planning from Santa Clara University and has passed the Certified Financial Planner® exam. Prior to joining EP Wealth Advisors, Gretchen ran her own RIA, Pure Planning LLC, that provided financial planning services to Bay Area families. Gretchen received a BA in Economics from the University of Nebraska, where
she was a 4 year starter on the women’s golf team. After college Gretchen spent 15 years in
software sales and sales recruiting. She worked at several Bay Area start-ups including Ramp
Networks, Interwoven and Savvius.

Veronica Dangerfield  For Future Millionaires Only! 

Veronica Dangerfield has enthusiasm that is riveting. It will grab your mind, ignite your soul, and fatten your wallet. She is a Financial Educator for Patelco Credit Union, an award-winning speaker, a published poet, and a professional comedienne. She has won numerous awards for her work as a financial educator including. In 2017, she was awarded the Credit Union Rock Star Award and a national award called Desjardins for her contributions to adult financial literacy. She has taught financial literacy for 15 years at UC Berkeley, Cal State University East Bay, San Francisco State University, Diablo Valley College, and Sierra Junior College as well as dozens of high schools and nonprofit organizations throughout the state. She received her Bachelor of Arts degree in Communication from Sacramento State University. Veronica is an avid traveler, the mother of three, and a committed to life-long learning. She believes that in order to achieve financial prosperity people need to understand the psychology along with fundamentals of money management.

 

Pratiba Shahah –Ernst and Young Senior Manager  & Rashi Kapur – Ernst and Young Manager – Loans and Life Skills

Closing Speaker

Tammy B. Haygood is the Vice President of Wealth Management for UBS Financial Services, Inc., providing investment counsel that is reflective of her clients’ political and social life missions. Guiding individuals, foundations, for and not-for-profit businesses through the process of developing their investment policy statement, she develops and implements investment strategies to meet those policies without sacrificing the performance as measured by common and widely-held benchmarks. Tammy helps clients invest to create a positive impact in the world both during their lives and through their legacy planning. Personally, she is an impact investor striving to invest 100% of her family’s wealth in companies having a positive footprint in the world. In doing so Tammy is an active angel investor and a member of Toniic and the 100% Impact Network communities. Her passion for investor education and the opportunity to broaden impact investment opportunities led her during her four years of a Keiretsu Forum sponsorship to co-create “Pitch Me Green”, an angel community program supporting early stage sustainable business models.

Participating Schools:

Open to high school girls in participating schools. Sign up with the career counselor! 

  • College Track – Oakland
  • LPS High School – Richmond
  • Oakland Tech – Oakland
  • Lighthouse Community Charter School – Oakland
  • Arise High School – Oakland
  • Castlemont High School – Oakland

Sponsors & Contributors