| Wednesday, February 24, 2010 |
| 2:00 p.m. |
Registration |
| 5:30 p.m. |
Opening Reception |
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| Thursday, February 25, 2010 |
| 8:00 a.m. |
Continental Breakfast |
| 8:30 a.m. |
Welcome to the 5th Annual CSF Conference |
| 8:50 a.m. |
Looking Ahead |
| Keynote Speaker to give a broad overview of the future of higher education and changing workforce; How does the 529 industry make a difference in helping families achieve their higher education goals? Learn about the 529 study results from the Department of Treasury and Department of Education. |
| 9:50 a.m. |
Break |
| 10:00 a.m. |
What’s New in Consumer Behavior? |
| What drives consumer decision-making regarding investing, spending and savings? Are consumers buying big ticket items? Increasing their retirement? Are they saving for college? Or just saving in general? How do you market to people in the current economic environment? |
| 11:00 a.m. |
Taking the Initiative: How Do 529 Experts Work with Families? |
| How do states and advisors best serve clients in these challenging times? What additional information can states and advisors provide to be useful to and supportive of families saving for college? How do advisors position their clients for a continued upturn in the market and encourage them to stay the course? What valuable insight has been gained in the recent past? |
| 12:00 p.m. |
Lunch |
| 1:45 p.m. |
Social Marketing |
| How can financial services utilize social networks? How can the 529 industry take advantage of technology to disseminate information not only about college savings, but become part of the discussion of “college-knowledge?” What are the challenges and benefits of using new forms of communication? What are the legal considerations and limitations? How are states, program managers and distributors adapting to this type of technology and are they successfully reaching a broader audience? |
| 3:00 p.m. |
Results of CSF Facebook Survey of Young Adults |
| CSF conducted a survey of young adults and is sharing the results and insights that this age group has about saving and financing college. |
| 3:30 p.m. |
Adjournment |
| 6:00 p.m. |
Evening Event |
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| Friday, February 26, 2010 |
| 8:00 a.m. |
Continental Breakfast |
| 8:30 a.m. |
Legislative and Regulatory Update |
| An overview of the current regulatory federal and state tax issues facing the 529 industry. The panel members will have a brief discussion about the national political landscape as it relates to 529s and investments. |
| 9:30 a.m. |
Perspectives on the Future of Education Financing |
| This panel aims to give the audience an alternative perspective of college savings and the future uses of 529 savings vehicles. How can we position 529s to employers and others for continuing adult education and lifelong learning opportunities? How can we use 529s to help low and moderate income families save for college? |
| 10:30 a.m. |
Break |
| 10:45 a.m. |
The Next Decade of College Savings –Wrap Up Session |
| 11:45 a.m. |
Closing Comments |
| 12:00 p.m. |
Lunch |
