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Financial Literacy Symposium

3rd Annual Financial Literacy Symposium February 18-19 2025 Popp Martin Student Union and a link to register at bit.ly/financialsymposium25

We are proud to host the Third Annual UNC System Financial Literacy Symposium at UNC Charlotte from February 18-19th, 2025.  Registration details have been sent via email, however, if you need a link to register for this event, contact Nicole Benford at nicole.benford@charlotte.edu.  Registration will be open until February 11, 2025.  Below are other valuable details as you plan your trip to Charlotte. 

Location

The Symposium will be hosted at the Popp Martin Student Union located at: 8845 Craver Rd, Charlotte, NC 28223

Popp Martin Student Union

 

Hotels

There is no host hotel for this year's symposium.  However, following are some options for your stay that are within 10 minutes of campus: 

UNC Charlotte Marriott Hotel & Conference Center 5 min drive and on campus bus available.  An on campus shuttle can provide free transportation from the hotel to the Student Union from this hotel. Niner Transit bus service is fare-free for students, faculty, staff and visitors; no UNC Charlotte ID required to ride. 

Hilton Charlotte University Place 7 min drive 

Hampton Inn Charlotte-University Place 7 min

SpringHill Suites Charlotte University Research Park 10 min drive 

Holiday Inn Express & Suites Charlotte NE - University Area 10 min 

Parking

Parking will be available at the Union Deck : 8755 Student Union Ln, Charlotte, NC 28223

Parking map image

The full campus map is located here.

A parking specific map is located here.

Preliminary Agenda

3rd Annual Charlotte / UNC System Symposium on Financial Literacy 

February 18-19, 2025

Program Description:

The 3rd annual Charlotte Financial Literacy and Wellness Symposium is structured to build upon the success achieved in 2022 and 2023.  During the last event, attendees learned more about program leadership, impactful content strategies and peer program training / development after shaping their vision and proposing programs on their home campuses in our first year.  

We are proud that we now have at least 5 programs statewide (an increase from 2 when we started) as well as education occurring on other campuses in partnership with community leaders.  We are excited to use this year to offer attendees insights into building partnerships, finding champions, and engaging students meaningfully while developing crucial skills like coaching, presentation, and social media management. Through a blend of program rollouts, success stories, and practical training, this event provides actionable steps to enhance campus engagement and to continue advocating for financial literacy and wellbeing programs on all UNC System campuses. 

Learning Outcomes:

  • Awareness of the resources available to campuses in the form of the Resource Guide (developed by the working group)
  • Understanding what both the general student population and student workers need to be successful. 
  • Insight into leveraging Champions to push forward with programming across the System. 
  • How to tell an impactful story about your program / departments impact 
  • Impactful student engagement

Following is a preliminary agenda for our February event: 

Charlotte / UNC System Symposium on Financial Literacy 

Agenda: Day 1, Tuesday Feb 18, 2025 Foundations for Success

11:00 am - 11:45 am Brunch /Ice Breaker (please plan to attend to be ready for start)

12:00 pm - 12:15 pm Welcome

12:15 pm – 1:30 pm Session 1

1:30 pm – 1:45 pm  Break / Transition

1:45 pm - 2:15 pm Session 2

2:15 pm - 3:15 pm Session 3

3:15 pm - 4:15 pm Session 4 (Separate faculty / staff and student track)

4:15 pm - 5:30 pm Recap/Networking

5:30 pm - until    Dinner on own

Agenda: Day 2,  Wednesday, Feb 19, 2024  Equipping Students for Success

8:30 am - 9:00 am Breakfast

9:00 am - 9:30 am Housekeeping / Day 1 Recap

9:30 am - 10:30 am Session 5 (Separate faculty / staff and student track)

10:30 am – 10:45 am  Break / Transition (Snack break)

10:45 am - 11:45 am  Keynote

11:45 am - 1:15 pm  Lunch

1:15 pm - 2:15 pm Session 6

2:15 pm – 2:30 pm  Break / Transition (Snack break)

2:30 pm - 3:30 pm Session 7

3:30 pm -  4:00 pm   Wrap Up