Florida Prosperity Partnership 

Tenth Annual Statewide Training Conference

“FPP One-O: Ten Years, One Community”

Wednesday, May 30 – Friday, June 1, 2018

Loews Royal Pacific Hotel at Universal Orlando

(with additional NACCC learning events May 29 – 30
and SFCCP learning events June 1 – 2;
see http://fcnonline.org/index.php/events/ for details.)



CEUs now approved!

- 14 CEUs Institute for Financial Literacy (FinCert.org)

- 19.15 CEUs for National Association of Certified Credit Counselors (NACCC)

- 19.15 CEUs for Association for Financial Coaching and Planning Education (AFCPE)

- Approved for United Way Flex Dollars for conference, travel and per diem! 

Why “FPP One-O: Ten Years, One Community”?

Florida Prosperity Partnership, a 501(c)3 founded in 2008, celebrates its tenth year of convening professionals annually from many diverse disciplines who share one common purpose: to promote economic stability and financial prosperity for all Floridians.


The 2018 conference will be held for the first time at the Loews Royal Pacific Hotel at Universal Orlando, which naturally led to a hint of Polynesian theming and a nod to the classic and current television show, Hawaii Five-0.


Further, the island culture inspires metaphors of the importance of community when serving others. Many grains of sand coming together to form the beach. Many drops of water coming together to form the ocean. Catching the wave of prosperity. Recognizing that a rising tide serves all.


All these remind us that it takes a community of caring individuals to come together, share ideas, work together, offer unique skills, experiences and insights, and generate collective impact far greater than any of us alone can create. And that is the “island way” the FPP Tenth Annual Statewide Training Conference promises to share.


The FPP Tenth Annual Statewide Training Conference Agenda


Tuesday, May 29, 2018

  • "Financial Inclusion Summit for Insured Financial Institutions and Their Community Partners"
  • "Florida Taxpayer Opportunity Network (FL TON) Summit for VITA/Free Tax Prep Initiative Leaders"
  • National Association of Certified Credit Counselors (NACCC) Effectiveness Study #1
  • National Association of Certified Credit Counselors (NACCC) Effectiveness Study #2
  • National Association of Certified Credit Counselors (NACCC) Effectiveness Study #3
  • Follow this link, http://fcnonline.org/index.php/events/, for more information on the NACCC events!

Wednesday, May 30, 2018

  • Kickstart Sessions
  • Pauline Simmonds-Brown, Florida Prosperity Partnership - "Lokahi Means 'Everyone Comes Together': The Many Facets of Collective Impact"

    J. Scott George, Orlando Hope and Pinecastle UMC, George Cope, Vision Orlando, Dr. Joel C. Hunter, Community Resource Network and Central Florida Commission on Homelessness, Andrae Bailey, Change Everything - Kickstart Session - “Prophecy to Prosperity: Defining ‘Community’ in a Community of Faith”

    National Association of Certified Credit Counselors (NACCC) Effectiveness Study - Proctored Exam
  • Lunch Service
  • Opening Plenary
  • "Money’a and her Island”

    “A Message from the The Storyteller”

    Bill Daiuto, Department of Children and Families (DCF) – “Inspire to Make an Impact”

    Eddy Moratin, LIFT Orlando – TBD

  • Concurrent Sessions
  • Dr. Norin Dollard, Florida KIDS COUNT - "What Would It Take, Florida?: Using Child Well-Being Indicators To Amplify Your Work"

    Rebecca Thompson, Prosperity NOW, and Barry Altland, Florida Prosperity Partnership - "VITA/Free Tax Prep Is More Than Just Free Taxes"

    Santiago Bunce, Catalyst Miami - "Florida Thrives: How Performance-Driven Change™ Creates Positive Impact"

    April Atkins, FDIC, and Joyce Odongo, Bank of the Ozarks – "The ‘Why’ of Banking Relationships"

    Kaylin Wilkey, Kim Torres and Karla Bachmann, Branches - "What Begins Well, Ends Well!: Financial Programs for Children and Youth"

    Amanda Evans, National Center for Families Learning – “Climbing to New Heights with Family Financial Literacy"

    Agenda fix Maribel Martinez, EveryoneOn, and Ana Maria Ceballos - "Integrating Services for Community Prosperity"

    David Rothstein, Cities for Financial Empowerment Fund – "The ‘What’ of Banking Relationships"

  • Afternoon Plenary
  • Carlene Ulacia, Consultant, CMC Associates, Community Asset Building and Economic Development – “How to Build and Leverage Partnerships to Expand Your Program Resources”
  • • Photo Opportunity with “Money’a” and “The Storyteller”

Thursday, May 31, 2018

  • Breakfast Service
  • Sunrise Session
  • Sarah Ellis and Johanna Ramirez, University of Florida/IFAS - "Breaking Down Barriers: Using Financial Technology for Financial Management Education"
  • Morning Plenary
  • Andrea Levere, Prosperity NOW - “Creating a Shared Prosperity: Connecting Data, Products, Policy and Community”

    FPP Financial Focus FilmFest (F5) Sneak Preview
  • Concurrent Sessions
  • Jennifer Grant, Early Learning Coalition of Seminole, and Tricia Teal and Milagros "Millie" Otero DeMary, Above and Beyond: Children & Community Services - "Champion Families: Wrapped in Financial Stability"

    Janet Hamer, TD Bank, and Nancy Montoya, Federal Reserve Bank of Atlanta - “It Wasn’t Raining When Noah Built the Ark: How Can We Build Financial Arks for Vulnerable Florida Families?”

    Janet de Guehery, Florida Community Loan Fund, and Lisa Junkerman, Chief Marketing Associates, Inc. - "Assess and Jumpstart Your Brand in Five Easy Steps"

    April Atkins, FDIC, Linlin Liang, United Way Suncoast, Shelia Jackson, United Way of Volusia/Flagler Counties and Scarlet Montenegro, United Way of Miami-Dade County – "The 'How' of Banking Relationships"
  • Lunch Service
  • Mid-Day Plenary
  • Raphael Bostic, Federal Reserve Bank of Atlanta - “A Conversation with Raphael Bostic, President, Federal Reserve Bank of Atlanta”
  • Concurrent Sessions
  • Mary "Jeanette" Schultz, National Endowment for Financial Education (NEFE) - "Family Money Skills: Basic Tools for Financial Success"

    Cheryl Molyneaux, DBSA Central Florida, Inc./Centre for Well-Being - "Ride the Financial Waves With WRAP©"

    James Haugli, Florida Farmworker Career Development Program, Florida Department of Education – "The Florida Department of Education Farmworker Career Development Program (FCDP)"

    David Rothstein, Cities for Financial Empowerment Fund – "The 'Who' of Banking Relationships"

    Stephanie Love, Step Up For Students - "Breaking Cycles of Poverty Through Educational Opportunities for Children"

    Lesley Mace and Jennifer Staley, Federal Reserve Bank of Atlanta - “Exploring the ‘Personal’ in Personal Finance: What Drives Money Behaviors?”

    David Rothstein, Cities for Financial Empowerment Fund, Holly Bullard, United Way Suncoast and Linlin Liang, United Way Suncoast – "The 'When' of Banking Relationships"
  • Afternoon Plenary
  • FPP Founding Board of Directors: Kaye Schmitz, Janet Hamer, George Owen, Dr. Michael Gutter, Ellen Stoffer, Valerie Jenkins, Karen Landry, Rob Sansome, FPP, Moderator - “Kaiaulu: What is Community?”

  • FPP Financial Focus FilmFest (F5)

Friday, June 1, 2018

  • Breakfast Service
  • Sunrise Session
  • Lori Auxier, Educational Credit Management Corporation (ECMC) - "How to Assist Students in Evaluating Financial Aid Award Letters"

  • Plenary Sessions
  • Morning “Disruption Day” Plenary Welcome, Broward County One-Stop Initiative, Consumer PR One-Stop Initiative

    Representative Robert “Bobby O” Olszewski, FL District 44 (R), Sherod Halliburton, Manatee Community Federal Credit Union, TBD - “Exploring Alternative Financial Services In Our Communities”

    TBD - “People, Politics, Prosperity: Who Is Winning This Game, Anyway?”

  • Closing Plenary Message/Prize Drawings
  • Society of Financial and Career Consulting Professionals (SFCCP) Annual Meeting and National Conference
  • Follow this link, http://fcnonline.org/index.php/events/, for more information on the SFCCP events!

Saturday, June 1, 2018

The most current FPP Tenth Annual Statewide Training Conference agenda is available in PDF version should you require to download it to submit for participation approval.  Click below to access the PDF agenda. 


What Questions Do You Have About the FPP Tenth Annual Statewide Training Conference?

Contact the conference planning team at FPP@FloridaProsperityPartnership.org to learn more!





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