AGENDA

9:00

Opening Welcome

Leigh Singleton, MidFirst Bank - Oklahoma JumpStart President

Pam Campbell, Director of Public Affairs , Federal Reserve Bank of Kansas City, Oklahoma City Branch

9:10

Hope is a Verb Amy Downs, CEO, Allegiance Credit Union

Learning to thrive in a post-pandemic world takes resiliency. Amy Downs is the reigning queen of this precious trait. Amy survived the Murrah Federal Building bombing, and used her experience as the catalyst for major life transformation. Today she is the CEO of Allegiance Credit Union and is making the most of this second chance at life!

9:55

Prize Wheel Giveaway

10:00

Financial Health Network Quiz

The Financial Health Network was founded because they imagine a future where all people can thrive financially. Part of their work has been to remove the taboo from money conversations by developing a series of questions that can be used as a diagnostic tool. By asking a few questions, financial professionals can determine a financial health score from 0-100 that will, not only help identify areas of weakness, but highlight strengths as well.

10:45

Break

10:50

Announcements

Leigh Singleton, Oklahoma JumpStart President

   • 2022 Board of Directors
   • Member of the Year Award

   • Ambassador of the Year Award 

10:55

Taking the Wheel: JumpStart and the Road Ahead

Tina Herndon Oklahoma JumpStart Coalition goals, activities and plans will be presented in this annual report.

11:05

Prize Wheel: Giveaway

11:10

Post-COVID Financial Toolkit Panel Conversation

Fill your toolbox with resources from financial experts to help your community with financial repairs.

• Moderator

Tina Herndon, Financial Education and Training Manager, BALANCE

• Oklahoma Jumpstart:

Dig into how Jumpstart supports financial literacy and how to maximize JS members’ expertise as a tool to add to your toolkit! - Tina Herndon, Financial Education and Training Manager

Oklahoma JumpStart Website Resource Page - Giovanni Monterroso, Financial Educator, Tinker Federal Credit Union

Housing Challenges including evictions, and mortgage and rental support

Cassidy L. Thompson, Staff Attorney, Oklahoma City Law Office, Legal Aid Services of Oklahoma, Inc.

OCAP: Successful Student Loan Repayment:

Sara M. Lorenzen, M.Ed., Outreach Specialist – Oklahoma Money Matters, Oklahoma College Assistance Program

• Questions

11:50

Prize Wheel: Giveaway

11:55

Closing Remarks 

Tina Herndon, Oklahoma JumpStart President 

Noon

Adjourn

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