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Print-Friendly VersionEconomic Education Events

Making $ense of Personal Finance
San Antonio, August 1, 2007

When and Where

  • Wednesday, August 1, 2007
    8:15 a.m. – 3:15 p.m.
  • Radisson Hotel, Market Square
    502 W. Durango Blvd.
    San Antonio, TX 78207
  • Directionsoffsite

More Information

Agenda

8:15 a.m.   Continental Breakfast
8:40 a.m.   Welcome and Conference Overview
Sherry Kiser
Director of Economic Education
Federal Reserve Bank of Dallas
8:45 a.m.   Taking Advantage of Banking Services
Shay Iacoponelli
Senior Vice President
TrustTexas Bank
9:30 a.m.   Understanding the Language of Investing
Don Raschke
Former Deputy Securities Commissioner
Texas State Securities Board
10:15 a.m.   Break
10:30 a.m.   Breakout Session
    Building Wealth
    Rachel B. Peña
Senior Public Affairs Representative
Federal Reserve Bank of Dallas
San Antonio Branch
    Princeton Williams
Senior Economic Education Specialist
Federal Reserve Bank of Dallas
11:45 a.m.   Lunch
    Charitable Giving
Rebecca Brune
Director of Family Self-Sufficiency
United Way of San Antonio and Bexar County
12:45 p.m.   Breakout Session (Reversed)
2:00 p.m..   Break
2:15 p.m.   So You Want to Buy a Home
Bettye J. Banks
Senior Vice President for Education
Consumer Credit Counseling Service of
Greater Dallas
3:15 p.m.   Wrap-up & Adjourn

About the Speakers

Bettye J. Banks
Senior Vice President for Education
Consumer Credit Counseling Service
of Greater Dallas
Banks has nearly 30 years of experience with CCCS of Greater Dallas and has been senior vice president for education since 1998. She is a certified financial counseling executive and a certified consumer credit counselor. Banks has logged more than 25,000 counseling hours and facilitated over 3,000 seminars, presentations and workshops on money management, credit and related topics. She is a published author of several consumer finance-oriented workbooks and regularly writes feature articles for various local and state publications, including Today's Dallas Woman, Dallas Family and Dallas Child. Often quoted by both print and broadcast media, Banks frequently appears as a money management and credit expert. Banks holds a B.A. degree from Dallas Baptist University.

Rebecca Brune
Director of Family Self-Sufficiency
United Way of San Antonio and Bexar County
Brune oversees the implementation of a community-based financial literacy education campaign and development of a local individual development account (IDA) savings match network. She also works in partnership with the San Antonio Coalition for Family Economic Progress to implement the earned income tax credit outreach campaign/volunteer income tax assistance program. Prior to joining United Way, she worked for the City of San Antonio's department of community initiatives. Brune is a trained and certified facilitator and has provided technical assistance to and facilitated workshops for IDA and community stakeholders in South Texas, Chicago and Georgia. She has spent time in Nicaragua, India and Bangladesh researching the design and implementation of sustainable development and microlending programs. Brune is a recent graduate of the Progressive Leadership and Advocacy Network for Women at the National Women's Law Center. She received a bachelor's degree from the University of Incarnate Word and an M.P.A. from the Maxwell School of Citizenship and Public Affairs at Syracuse University.

Shay Iacoponelli
Senior Vice President
TrustTexas Bank
Iacoponelli has been with TrustTexas Bank since 2003. Her responsibilities involve marketing, development and training for the bank. She is also the Community Reinvestment Act compliance officer. Iacoponelli has eight years' experience in information technology. For three years prior to joining TrustTexas Bank, she was president of SBI Solutions, a technology and training consulting business she started in rural South Texas. Having worked for a variety of companies, Iacoponelli has an extensive background in corporate sales, training and education. She holds a B.A. from Texas A&M University and an M.L.A. from Houston Baptist University.

Rachel B. Peña
Senior Public Affairs Representative
Federal Reserve Bank of Dallas
San Antonio Branch

Peña has been with the Federal Reserve Bank of Dallas, San Antonio Branch, since 1980. During her tenure, she has served in various capacities including administration, customer support, cash, payments, research and public affairs. In her current position, she coordinates conferences and special events, assists in the promotion of economic education, and manages the Bank's tour program and economic education library. Peña is involved in the community, serving in such roles as treasurer for the Floresville Independent School District Board of Trustees, mentor at Robert B. Green Elementary, and board member for Consolata Healthcare Foundation. She holds a B.B.A. from Wayland Baptist University.

Don Raschke
Former Deputy Securities Commissioner
TexasState Securities Board
Raschke retired from the Texas State Securities Board (TSSB) in March 2007 after 25 years of state service. This summer, he returned on a temporary basis to work with TSSB's investor education program. Raschke began his career with TSSB as an analyst in the securities registration division. He was assistant director of the dealer registration division and chief financial officer before becoming deputy commissioner in 2003. He served on numerous committees and project groups with the North American Securities Administrators Association and for several years was a committee chair in the investor education section. He was also active in the Texas State Agency Business Administrators' Association (TSABAA) and served as the association's president in 2003. Raschke was chosen Administrator of the Year by TSABAA in 2006. Prior to joining TSSB, he worked for five years as a registered representative for A.G. Edwards and Sons, Inc. He holds a B.B.A. and an M.B.A. from the University of Texas at Austin.

Timothy L. Shaunty
President
Texas Council on Economic Education
Shaunty served as director of the Center for Economic Education at the University of Houston–Clear Lake before becoming president of the Houston-based Texas Council on Economic Education in 2001. During a 30- year career in higher education, he held a variety of positions, including research economist and director of governmental relations. After retirement, he taught government and economics in the public school system. Shaunty has earned multiple degrees in agricultural economics, sociology, business administration and architecture.

Princeton Williams
Senior Economic Education Specialist
Federal Reserve Bank of Dallas

Williams joined the Dallas Fed in 2006. Previously, he taught economics, advanced-placement macroeconomics and AP microeconomics at R. L. Paschal High School in Fort Worth. Williams was selected as the lead teacher for AP economics for the Fort Worth Independent School District. As part of his district academic responsibilities, he mentored new economics teachers, conducted citywide review sessions for AP students, coauthored the district's economics curriculum and facilitated professional development activities. Williams interned in the economic and market analysis division of the Department of Housing and Urban Development during his graduate studies. He received a B.B.A. from Southern Methodist University and an M.A. in economics from the University of Texas at Arlington.

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