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Event Schedule

Foundations and Networking

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Morning Session
Welcome and Introduction
  • Opening Remarks: Introduction to the event, objectives, and agenda.
  • Keynote Speaker: Inspiring talk from an industry leader on the importance of capital formation and education.
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Financial Literacy Workshop
  • Creating a Budget: Step-by-step guide to creating a personal budget.
  • Expense Tracking: Techniques for tracking daily, weekly, and monthly expenses.
  • Interactive Activity: Participants create a sample budget based on a given scenario.
  • Networking Break
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Mid-Morning Session
Understanding Income and Taxes
  • Income Sources: Different types of income (salary, freelance, passive income).
  • Tax Basics: Understanding tax brackets, deductions, and credits.
  • Interactive Activity: Paycheck breakdown exercise.
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Smart Banking
  • Bank Accounts: Types of bank accounts (checking, savings, money market).
  • Choosing a Bank: Factors to consider when selecting a bank or credit union.
  • Online Banking: Benefits and security tips for online banking.
  • Lunch Break
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Afternoon Session
Credit and Debt Management
  • Credit Scores: What they are, how they are calculated, and why they matter.
  • Managing Credit: Tips for building and maintaining a good credit score.
  • Debt Management: Strategies for managing and reducing debt.
  • Interactive Activity: Credit score simulation.
  • Networking Break
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Speed Networking Session
  • Quick Connections: Structured networking to meet multiple people in a short amount of time.
  • Focused Themes: Sessions organized around specific themes or industries.
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Evening Session
Welcome Reception
  • Networking: Informal meet-and-greet with refreshments.
  • Live Demonstrations: Showcase of educational technologies and solutions.

Advanced Topics and Interactive Learning

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Morning Session:
Investment Insights
  • Investment Basics: Introduction to different types of investments (stocks, bonds, mutual funds).
  • Risk and Return: Understanding the concept of risk and return.
  • Interactive Activity: Simulated investment game.
  • Networking Break
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Retirement Planning
  • Retirement Accounts: Overview of retirement savings options (401(k), IRA, Roth IRA).
  • Planning for Retirement: Steps to estimate retirement needs and create a retirement plan.
  • Interactive Activity: Retirement planning exercise.
  • Lunch Break
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Afternoon Session:
Leadership Development Workshop
  • Leadership Styles: Assessing and understanding different leadership styles.
  • Role-Playing Scenarios: Practical exercises to develop leadership skills.
  • Group Discussions: Sharing leadership challenges and solutions.
  • Networking Break
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Pitch Practice Workshop
  • Crafting Your Story: Tips on how to tell a compelling story that resonates with investors.
  • Live Pitch Sessions: Participants practice their pitches and receive feedback from mentors.
  • Pitch Deck Reviews: Detailed reviews and improvements for pitch decks.
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Evening Session
Fireside Chat
  • Intimate Conversations: Informal session with an industry leader sharing their experiences and insights.
  • Audience Interaction: Encourage audience questions and participation.

Strategic Planning and Policy Discussions

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Morning Session
Policy Development Workshop
  • Policy Drafting: Exercises on drafting effective policies for educational institutions or businesses.
  • Stakeholder Analysis: Identifying and analyzing key stakeholders.
  • Impact Assessments: Assessing the potential impact of policies.
  • Networking Break
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Customer Journey Mapping Workshop
  • Mapping Customer Journeys: Understanding and improving the customer experience.
  • Identifying Pain Points: Techniques for identifying and addressing customer pain points.
  • Brainstorming Solutions: Collaborative brainstorming to develop solutions.
  • Lunch Break
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Afternoon Session
Investor Relations Strategies
  • Regular Updates: Importance of consistent and transparent updates to investors.
  • Personalized Communication: Tailoring communication to meet the needs of different investors.
  • Building Trust: Techniques for building and maintaining trust with investors.
  • Interactive Activity: Role-playing scenarios for investor communication.
  • Networking Break
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Roundtable Discussions
  • In-Depth Conversations: Small group discussions on specific topics, allowing for deeper engagement and idea exchange.
  • Facilitated by Experts: Moderated by industry leaders to guide the conversation and ensure valuable insights.
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Evening Session
Closing Ceremony
  • Summary of Key Takeaways: Recap of the event highlights and key learnings.
  • Closing Remarks: Final thoughts and thank you from the organizers.
  • Networking Dinner: Informal dinner to wrap up the event and foster final networking opportunities.
  • This three-day curriculum ensures a comprehensive and engaging experience for all participants, combining educational workshops, interactive activities, and ample networking opportunities.
By Robin Johnson

Strategic Planning and Policy Discussions

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Morning Session
Policy Development Workshop
  • Policy Drafting: Exercises on drafting effective policies for educational institutions or businesses.
  • Stakeholder Analysis: Identifying and analyzing key stakeholders.
  • Impact Assessments: Assessing the potential impact of policies.
  • Networking Break
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Customer Journey Mapping Workshop
  • Mapping Customer Journeys: Understanding and improving the customer experience.
  • Identifying Pain Points: Techniques for identifying and addressing customer pain points.
  • Brainstorming Solutions: Collaborative brainstorming to develop solutions.
  • Lunch Break
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Afternoon Session
Investor Relations Strategies
  • Regular Updates: Importance of consistent and transparent updates to investors.
  • Personalized Communication: Tailoring communication to meet the needs of different investors.
  • Building Trust: Techniques for building and maintaining trust with investors.
  • Interactive Activity: Role-playing scenarios for investor communication.
  • Networking Break
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Roundtable Discussions
  • In-Depth Conversations: Small group discussions on specific topics, allowing for deeper engagement and idea exchange.
  • Facilitated by Experts: Moderated by industry leaders to guide the conversation and ensure valuable insights.
image
Evening Session
Closing Ceremony
  • Summary of Key Takeaways: Recap of the event highlights and key learnings.
  • Closing Remarks: Final thoughts and thank you from the organizers.
  • Networking Dinner: Informal dinner to wrap up the event and foster final networking opportunities.
  • This three-day curriculum ensures a comprehensive and engaging experience for all participants, combining educational workshops, interactive activities, and ample networking opportunities.
By Robin Johnson

Strategic Planning and Policy Discussions

image
Morning Session
Policy Development Workshop
  • Policy Drafting: Exercises on drafting effective policies for educational institutions or businesses.
  • Stakeholder Analysis: Identifying and analyzing key stakeholders.
  • Impact Assessments: Assessing the potential impact of policies.
  • Networking Break
image
Customer Journey Mapping Workshop
  • Mapping Customer Journeys: Understanding and improving the customer experience.
  • Identifying Pain Points: Techniques for identifying and addressing customer pain points.
  • Brainstorming Solutions: Collaborative brainstorming to develop solutions.
  • Lunch Break
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Afternoon Session
Investor Relations Strategies
  • Regular Updates: Importance of consistent and transparent updates to investors.
  • Personalized Communication: Tailoring communication to meet the needs of different investors.
  • Building Trust: Techniques for building and maintaining trust with investors.
  • Interactive Activity: Role-playing scenarios for investor communication.
  • Networking Break
image
Roundtable Discussions
  • In-Depth Conversations: Small group discussions on specific topics, allowing for deeper engagement and idea exchange.
  • Facilitated by Experts: Moderated by industry leaders to guide the conversation and ensure valuable insights.
image
Evening Session
Closing Ceremony
  • Summary of Key Takeaways: Recap of the event highlights and key learnings.
  • Closing Remarks: Final thoughts and thank you from the organizers.
  • Networking Dinner: Informal dinner to wrap up the event and foster final networking opportunities.
  • This three-day curriculum ensures a comprehensive and engaging experience for all participants, combining educational workshops, interactive activities, and ample networking opportunities.
By Robin Johnson