Financial Education Summit

The 10th annual Financial Education Summit was held on April 28 & 29 2026. Over 130 people attended to learn, share and network. The theme this year was: “The Next Ten: Building Smarter Financial Communities”.  Recordings of this event are now available below. CASH looks forward to the next 10 years of supporting the growth of financial educators. Thanks to all who attended!
Recording Available: April 28
  • History of the Summit (10th Anniversary)
  • Keynote: Pam & Dyalekt @ Get Shameless
  • 411 Panel
    • CASH Campaign of Maryland’s Policy Team will provide critical information on the 2026 Maryland Legislative Session
    • Gary Mottola, Research Director from the FINRA Foundation will present on the newest research in the field of Financial Capability
  • Presenter: Lynn McHann, Accredited Financial Counselor, will present on Vetting Finfluencers. A dedicated Financial Counselor and Founder of Mommanomics, with over 25 years of experience helping individuals and families navigate their financial journeys with confidence and clarity.
Recording Available: April 29
  • Financial Education and Capability Award Winners Recognized
  • Presenter: Sydni Fomas Do, Neurodivergence and Finances
    • Sydni Fomas Do is a fourth-year doctoral student in Marketing at the Eller College of Management, University of Arizona. Her research expertise lies in consumer welfare, financial decision-making, and brand activism, with a particular focus on the intersections of gender identity, culture, and race. Sydni’s research has been published in leading marketing journals, including the Journal of the Association for Consumer Research and Current Opinion in Psychology. 
  • Brainstorming Session with Breakout Rooms
  • Keynote: Yanely Espinal of Miss Be Helpful and Next Generation Personal Finance

 

Past Conference Summaries

April 2025 Conference

On April 29,2025 The Financial Education Summit was held to bring together educators, researchers, and community leaders that offer financial education in Maryland to come together to navigate up-to-date research, practices, and insights in the financial education field. While Maryland is one of the richest states in the nation, practitioners in the field understand that the importance of equitable and accessible financial education is more important than ever. With changes every year in policy and tools, it can be hard to catch up with everything so that’s why you need to attend this event. Speakers include NEFE discussing their Personal Finance Ecosystem, the Aspen Institute on Earned Wage Access Products, and the University of Minnesota on Culturally Responsive Financial Education.

April 23, 2024 Conference

The 2024 summit was held virtually on Tuesday, April 23rd, 2024.

The Financial Education Summit was a free one-day event for all financial educators, researchers, and community leaders who offered financial education in Maryland to come together. Attendees navigated through up-to-date research, practices, and insights in the financial education field. While Maryland was one of the richest states in the nation, practitioners in the field understood that equitable and accessible financial education was more important than ever. Yet, with changes every year in policy and tools, it was often difficult to stay updated.

The summit provided an opportunity to learn together about these new changes, which, in turn, resulted in better outcomes for building financial stability for low-to-moderate income and majority-minority households in Maryland.

April 4 & 5, 2023 Conference

The 2023 Summit was held virtually on April 4 & 5 from 1:00 pm-5:00 pm. The Summit brings financial education practitioners, researchers, and stakeholders together to share up-to-date research, practices, insights, and expertise. Come and learn with us through interactive presentations, plenary sessions, and workshops. In 2023, we discussed topics such as mitigating disparities in access to financial education, investor education, consumer impacting legislation, and so forth. Check out our website to find out more about our last event!

April 27 & 28, 2022 Conference

CASH held the 6th annual Financial Education Summit Virtually. This two day online summit featured a variety of workshops and speakers.

On April 24, 2019 Conference

CASH held the 5th annual Financial Education Summit! Over 96% of attendees reported that the key objectives laid out for the Summit were achieved! Read more about that year’s Summit below.

  • Key Note Speaker: Nationally Renowned Brunch & Budget
  • Fin Ed 411 Plenary
  • Small Business Workshop
  • Updates in Higher Education Workshop
  • ABCs of Financial Education

Many thanks to our 2023 Maryland Financial Education Summit Planning Team: FDIC, Federal Reserve Bank of Richmond – Baltimore Branch, CAFE Montgomery MD, CASH Campaign of Maryland, MD Department of Housing and Community Development, Garrett County Community Action Committee, Housing Authority of Frederick, MCEE, Prosperity Now, REACH of Washington County, UMD Extension, Wells Fargo and individual financial educators.

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