2021 Jump$tart National Educator Conference

November 6-8, 2021

Omni Shoreham Hotel , Washing ton D.C.

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November 6-8, 2021 • Omni Shoreham Hotel • Washington D.C.

After missing last year due to COVID-19, the Jump$tart National Educator Conference is back for its 12th year and we can’t wait to greet you in November at the historic Omni Shoreham Hotel in Washington, DC. With immense thanks to this year’s conference underwriters – Experian, the National Endowment for Financial Education, and the Wells Fargo Foundation – as well as our many generous sponsors and scholarship providers, we’re looking forward to the opportunity to “Return, Reset, and Recommit to Financial Education.”

If you have attended the conference before, you will notice a few changes to the event – some necessitated by the pandemic and others as part of our dedication to keeping things fresh and trying out new ideas. But what remains the same – and will never change – is our commitment to a robust professional development experience with current information, best in class resources, and plenty of networking, as well as our chance to show appreciation to you, the teachers who bring personal finance to life in your classrooms, every day.

What’s NewIn 2021, #JumpstartNEC will focus on the changing world of consumer finance from cryptocurrency to financial technology to “FOMO” investing and behavioral finance. This is what your students are talking about – and we’re bringing in the experts to help you stay a step ahead. Elementary and Middle School Teachers: this is the world your students will inherit – perhaps sooner than we all expect – but you’ll have your own grade-appropriate discussion groups, too.

Return attendees will notice that instead of concurrent breakout sessions, we’ll have concurrent discussion groups – and then some new ways of introducing you to the latest resources. One of those ways – the Exhibit Hall – isn’t new; but this year, Exhibit Hall hours will be broken up throughout the day on Sunday, instead of condensed into a single session.

And note the new hashtag! Use #JumpstartNEC before, during, and after the conference to stay informed, connect with fellow participants, and share your experience with others.

COVID ConsiderationsBoth Jump$tart and the Omni Shoreham Hotel are committed to complying with health and safety rules and restrictions set by the CDC and the District of Columbia government. To participate, conference attendees – including guests – will need to provide evidence of their vaccination status or negative COVID-19 test results (taken within 72 hours of the event) and will be required to sign a participation waiver. Participants will also be required to wear masks while indoors, social distance, and comply with such other rules and restrictions. Important: Rules and restrictions to prevent the spread of COVID-19 and its variants are outside of Jump$tart’s control and may change at any time at Jump$tart’s sole discretion.

Teacher Scholarships and RegistrationFor teachers, the Jump$tart National Educator Conference is an all-scholarship event. Every teacher attends on a scholarship from Jump$tart – supported by our generous underwriters and sponsors, listed on page 8 – or on an independent scholarship from one of our official scholarship partners.

Important Next Steps:1. First round scholarship recipients are notified by September 10. Your notification will include a link to register for the conference

online. (Scholarships are non-transferrable.) Before you register:• Read through this brochure.• Carefully consider your travel plans and any travel restrictions that might pertain to you.

2. Teacher recipients accept their scholarships by registering for the conference online. The firm deadline to register is September 17.• Make a fully-refundable $100 deposit when you register. (See page 3 for additional details.)• Purchase a guest badge for your spouse or adult guest when you register. (Optional)• Reserve extra hotel nights when you register. (Optional)

3. Scholarships unclaimed by September 17 will revert to the scholarship pool, enabling Jump$tart to offer them to wait-listed applicants.4. Second round scholarship recipients will be notified September 20 – 24 on a rolling basis. Your notification will include a link to register for the conference online and a

registration deadline. (Scholarships are non-transferrable.) See additional information, above.

Guest RegistrationRegistered attendees have the option of purchasing a Guest Badge for their spouse or other adult guest for $125, which will enable the guest to attend all six meal functions. This event is not recommended for children and we’re sorry, but we are not able to offer a meal-by-meal option. Important: No guest badges will be sold onsite this year, so you must register your guest in advance. Guest badges do not include access to plenary sessions and discussion groups. Additionally, all guests will be required to sign a Participation Waiver and will be subject to the same rules and restrictions as other attendees.

About the Conference

Participation Waiver

Due to the lingering pandemic, all attendees – including guests – will be required to sign a Participation Waiver and must be officially registered in advance to attend the event. This year, there will be no onsite registration for participants or guests.

Important Next Steps

Teachers: See BelowExhibitors: See Page 3Sponsors & Special Guests: See Page 3

Declining YourScholarship

If you do not plan to attend the NEC this year, please contact us immediately so that we might offer your scholarship to a wait-listed applicant.

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November 6-8, 2021 • Omni Shoreham Hotel • Washington D.C.

Teacher Scholarships: What’s Included and What’s NotJump$tart National Educator Conference teacher scholarships include:

• Conference registration and materials. • Private hotel room at the Omni Shoreham for the nights of November 6 and 7.• Six conference meals from dinner on Saturday, November 6 through Lunch on Monday, November 8; as well as breaks on Sunday and Monday.• A certificate for 15 professional development hours, provided you attend the full conference.• A copy of the new National Standards for Personal Financial Education, published in 2021 by Jump$tart and the Council for Economic Education.

Teachers (or their schools/districts) are responsible for their own:• Transportation costs and arrangements – including ground transportation – to and from the conference.• Parking fees at the hotel. Participants should consider using public transportation, shuttle services, and rideshare apps (such as Uber or Lyft).• Guest registrations and any guest expenses.• Extra nights in the hotel. If you reserve your optional extra nights in the hotel when you register for the conference, you will get them at our special conference rate.• Incidental expenses.

If you received a scholarship from one of our independent scholarship provider programs, please check with your provider about what your scholarship covers. Some programs may include or arrange your travel.

Credit or Debit Card DepositAll participants will be asked for a $100 deposit at the time of registration. This deposit is fully refundable provided you attend the full conference. Your deposit will be credited to the same credit or debit card that you provided, shortly after conclusion of the conference.

Travel ConsiderationsJump$tart does not control and cannot predict changes to travel-related rules and regulations. We encourage each conference attendee to make sure you understand your travel carrier’s policies, especially during this continuing pandemic.

Your travel schedule must allow you to attend the full conference, as stipulated in your scholarship, so please plan travel accordingly. Optional pre-conference events begin at 3:00 p.m. on November 6. For raffle prizes drawn at the end of the conference, you must be present to win.

Exhibitor RegistrationThe #JumpstartNEC was designed not only to support classroom teachers, but just as importantly, to offer a platform to Jump$tart Partners and other providers of financial education resources to share those resources and their expertise. As an exhibitor, you’ll get the chance to network with your teacher audience, as well as fellow exhibitors, and leaders of the financial literacy community.

The exhibit fee of $1,250 covers your exhibit space and a full conference registration, with meal events, for one representative. As always, the exhibit fee is discounted for Jump$tart National Partners and Sustaining Partners. Additional exhibitor representatives may be added for $250 each. Important: There will be no onsite exhibitor registration this year. If you need to add or change an exhibitor representative, please contact Jump$tart prior to the start of the conference.

Upon registration, you will be sent an Exhibitor Agreement with additional details. Your participation in #JumpstartNEC is confirmed when you return your signed Exhibitor Agreement. We will invoice you for your Exhibitor fees, which are due no later than October 29, 2021. Use the link and/or phone number found in the Exhibitor Agreement to make your hotel reservations at the Omni Shoreham Hotel at our special group rate.

Speakers, Sponsors, Board Members, and Invited GuestsConference speakers, sponsors, Jump$tart Board Members, and other invited guests will receive a link from the Jump$tart team where you can confirm your participation in the 2021 Jump$tart National Educator Conference. Note that if you are already registered as a Teacher or Exhibitor, you do not need to RSVP again.

Jump$tart Board Members who are not attending the #JumpstartNEC, but are planning to attend the onsite Board Meeting, must sign the Participation Waiver and must notify Jump$tart in advance of any changes to representation at the Board Meeting.

Conference speakers, sponsors, Jump$tart Board Members and other invited guests will also receive a link and phone number to make hotel reservations at the Omni Shoreham at our special group rate.

About the Conference continued

Conference ScheduleBegins on page 4

General informationBegins on page 7

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November 6-8, 2021 • Omni Shoreham Hotel • Washington D.C.

Saturday, November 6

Optional Pre-Conference Sessions• Orientation for First-Time Conference Attendees • 3:00-5:00 p.m.

If you’re joining us for the first time—or haven’t attended in a while—this special pre-conference orientation will help you make the most of your participation in #JumpstartNEC, as well as introduce you to some of what Jump$tart has to offer. Meet fellow first-times, teacher ambassadors, and members of the Jump$tart team – and let us show you some appreciation, Jump$tart style.

• Seeking Federal Dollars for your Classroom • 3:00-4:30 p.m. As part of the federal Coronavirus Aid, Relief, and Economic Security (CARES) Act, Congress established a $13.2 billion fund for Elementary and Secondary School Emergency Relief (ESSER). ESSER funds are intended to support COVID-19 response efforts and may be spent on a wide range of allowable activities. Joel Chrisler, high school teacher and Jump$tart consultant, will lead this session on ways your school’s administration can request curriculum support and materials for your classroom.

Conference Registration • 3:00 – 5:30 p.m. Look for the Jump$tart National Educator Conference registration desk on the West Promenade level of the Omni Shoreham Hotel. You must provide your COVID-19 vaccination card or a negative COVID-19 test taken within the past 72 hours to obtain your conference name badge.

Welcome Reception and Dinner • 6:00 – 8:30 p.m. Put your glad rags on and foxtrot back in time with us—we’ve called up the Jazz Age for an encore. In the Palladium Ballroom, we’ll harken back to the opening days of the Omni Shoreham Hotel for the official start of #JumpstartNEC. Our “giggle water” reception (no prohibition here!) will start at 6 p.m., followed immediately by dinner with our hosts Experian, NEFE, and the Wells Fargo Foundation – and our guests of honor… you! Of course, we’ll all be puttin’ on the Ritz in business, dinner, or period attire.

Fall BackAfter turning back the clock figuratively – don’t forget to turn back your clock for real! Daylight Savings Time comes to an end, reverting to Standard Time on Sunday morning.

Conference Program & Schedule

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November 6-8, 2021 • Omni Shoreham Hotel • Washington D.C.

Sunday, November 7

Conference Registration • 7:00 – 8:30 a.m.Look for the Jump$tart National Educator Conference registration desk on West Promenade level of the Omni Shoreham Hotel. You must provide your COVID-19 vaccination card or a negative COVID-19 test taken within the past 72 hours to obtain your conference name badge.

Breakfast • 7:00 – 8:15 a.m. Start the day with our informal, open-seating breakfast in the Ambassador Ballroom. Note: Due to pandemic-related restrictions, we anticipate possible changes in our breakfast plans. At the conference, watch for messages from “Flip,” our conference chat bot.

Opening Session • 8:30 – 9:00 a.m.Jump$tart Chairman Mike Staten and President/CEO Laura Levine will kick off the 2021 Jump$tart National Educator Conference program and set the stage for a full day of activities.

Blockchain, Cryptocurrency, and the Future of Digital Money • 9:00 – 10:00 a.m. In July 2017, Joel Comm went down the rabbit hole of blockchain technology with Martech leader Travis Wright. They took their excitement and channeled it into the creation of The Bad Crypto Podcast. Heard in 180 countries around in the globe, with over 400,000 downloads each month, the podcast provides an informative and entertaining take on the “blockchain revolution” that is changing the world. In this session, we’ll tap into the mind of Joel Comm, a functional futurist who doesn’t just predict the future, he gets there first.

Blockchain, Cryptocurrency, and the Future of Digital Money – Part 2 • 10:20 – 11:20 a.m. After Joel Comm leaves our heads spinning, we’ll want some time to deconstruct what we just heard, so teachers will move to breakout rooms for moderated discussion, contemplation, and guided introspection. (Check the conference app for your room assignments.) Discussion groups for middle and elementary school teachers will focus on grade-level appropriate resources and techniques.

Exhibit Hall • 11:20 a.m. – 12:20 p.m.Dedicated Exhibit Hall hours give you time to peruse the exhibits and network with fellow participants without having to “sneak out” of other sessions. Our exhibits are dedicated to financial education (no time-share promoters here!) and if you gather a few too many samples, the UPS Store will have a table inside to offer you options for sending resources home.

Luncheon • 12:30 – 2:00 p.m.Join us for lunch hosted by the Federal Reserve Board of Governors. Relax, network, and enjoy a midday meal. All registered participants are invited. After lunch, we’ll meet Spencer Chapman and learn about his personal journey with cryptocurrency. A mortgage broker now; Spencer was just 19 when he bought his first Bitcoin and will join us to share his insights.

Exhibit Hall • 2:15 – 3:15 p.m.Need more time in the Exhibit Hall? We’ve got you covered! Join us for the second of three Exhibit Hall sessions and don’t forget to enter the raffles at our Exhibitors’ booths.

Fintech, FOMO and New Financial Behaviors • 3:15 – 4:15 p.m.While financial principles remain pretty constant, financial products, services, and practices continue to evolve. There is little question that the recent explosion of “fin tech” resources has changed the financial landscape… but is it also changing financial behavior? And, what is the affect of FOMO (fear of missing out)? This afternoon plenary session will explore ways for you to help your students navigate this new reality.

Exhibit Hall • 4:15 – 5:30 p.m.Last chance to visit the Exhibit Hall, capped off by the Exhibitors Raffle at 5:15 p.m. You must be present to win.

The Anti-Virtual Party • 6:00 – 8:30 p.m.Ready to give virtual gatherings the boot? Yeah, us too! So we’ve planned an IRL (in real life) celebration with hugs, handshakes, and great food. (We’ll still do elbow bumps, if you prefer.) But, after a year-and-a-half of too little socializing… not sure what to wear to a party? No problem, because we’re going to give “Zoom attire” one last outing. Wear business on top; casual on the bottom! (Must wear bottoms; let’s keep this PG.)

Conference Program & Schedule continued

Did you remember to turn back your clock for an extra hour of sleep?

You’re welcome.

Many exhibitors will raffle great prizes. Enter at each booth. Then

return to the Exhibit Hall at 5:15 p.m. for the drawings.

You must be present to win.

Exhibitor Raffle

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November 6-8, 2021 • Omni Shoreham Hotel • Washington D.C.

Monday, November 8If you’re leaving the hotel right after the conference, consider checking out of your hotel room before breakfast and leaving your suitcase at the Bell desk for a quick getaway after lunch.

Breakfast • 7:00 – 8:00 a.m. Start the day with our informal, open-seating breakfast in the Ambassador Ballroom. Note: Due to pandemic-related restrictions, we anticipate possible changes in our breakfast plans. At the conference, watch for messages from “Flip,” our conference chat bot.

Opening Session • 8:00 – 8:30 a.m.As #JumpstartNEC enters its final day, the organization’s leadership will offer insights on what’s new and what’s on the horizon, including Jump$tart’s and the Council for Economic Education’s shared vision, which resulted in the 2021 National Standards for Personal Finance Education.

Now What? • 8:30 – 9:30 a.m.After hearing the discussions and gathering the resources, after taking notes until our fingers were sore, we might find ourselves asking, “now what?” Gene Natali, Jump$tart Partner and author of The Missing Semester and The Missing Second Semester, will help us make sense of it all, so we return to school armed with information, ideas, and a plan to make it all work.

Now What? – Part 2 • 9:45 – 10:30 a.m. The discussion continues in grade-level breakout groups, where more classroom resources are introduced into the mix.

Your Attitude – Your Choice • 10:45 – 11:45 a.m. It’s been a tough couple of years, no doubt about that. But, how we come out of them is up to each one of us. Aaron Davis is a thought leader and expert on attitude and how it impacts every area of our professional and personal lives. He’ll share personal stories, facts based on research, and numerous examples on the power of a positive attitude on success, productivity and the creation of a Championship Culture at your school!

Closing Session • 11:45 a.m. – Noon Do you like prizes? Of course you do! Then don’t miss the closing session of #JumpstartNEC where members of the Jump$tart management team will be on hand to wrap up the conference, make some exciting announcements, and kick off our annual raffle of really great prizes. You must be present to win!

Then, on your way out, pick up your professional development certificate and a box lunch sponsored generously by the Federal Deposit Insurance Corporation. Travel home safely!

Conference Program & Schedule continued

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November 6-8, 2021 • Omni Shoreham Hotel • Washington D.C.

Meet Flip!Just before #JumpstartNEC, participants will receive a text message introducing them to Flip, our conference chatbot. Want to know where the bathrooms are? Ask Flip. What time is breakfast? Ask Flip. You can even ask him to tell you a joke! Along with our conference app, Flip will keep you informed throughout the event. And speaking of the conference app, registered attendees will be notified when the app is available to be downloaded around mid-October.

The Omni Shoreham Hotel 2500 Calvert Street NW, Washington, D.C. 20008 • Phone: (202) 234-0700Located in one of the area’s premier residential neighborhoods, this elegant urban retreat boasts a resort atmosphere and a personal taste of politics, culture, art and music. Since 1930, the luxurious Omni Shoreham Hotel in Washington, DC has hosted presidents, world leaders and inaugural balls, making it a true landmark in our nation’s capital. Today, the hotel fuses modern comforts with distinguished service, creating a monumental experience for you. Check out the hotel’s website for policies and FAQs.

Traveling to WashingtonWashington D.C. is served by three airports: Ronald Reagan Washington National Airport (DCA), Washington Dulles International Airport (IAD), and Baltimore Washington International Thurgood Marshall Airport (BWI). DCA is the closest to the conference hotel. IAD and BWI are thought to have less expensive airfare options—but be sure to factor in additional ground transportation costs.

Washington’s Union Station services Amtrak and local railways.

The Omni Shoreham Hotel is one block from the Woodley Park-Zoo/Adams Morgan Metro Station on the Red Line. Visit WMATA for more information about using the Metro (subway) system.

The Omni Shoreham offers valet parking for $55 per day. Please note that the parking fee is not included in your conference registration.

Dress for SuccessThroughout the conference, business casual attire is recommended, with a couple of exceptions:

• Put your glad rags on for Saturday night’s Welcome Reception and Dinner. Business attire or Jazz Age dinner attire for our kick off in the Palladium Ballroom.• Give your “Zoom attire” the send-off it deserves at our “Anti-Virtual” Sunday night event. Come casual on the bottom; business on top!

Weather in WashingtonIn most years, fall colors are still quite vibrant here during the first week of November. Temperatures will likely be in the 40s or 50s, but D.C. weather can be unpredictable, so you might want to check a weather service such as www.weather.com before you pack.

QuestionsIf you have any questions or need further assistance, please contact Daniel.Hebert@jumpstart.org. Please note that if you were not selected for a first-round scholarship, we will not be able to provide a status update.

General Information

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November 6-8, 2021 • Omni Shoreham Hotel • Washington D.C.

The Jump$tart Coalition for Personal Financial Literacy is a nonprofit organization founded in 1995 to advance financial literacy, especially among our nation’s preschool through college-age students, through communication, collaboration, and a commitment to effectiveness in financial education. Jump$tart is a coalition of more than 100 national partner organizations and a network of independent state affiliates that work collectively and cooperatively toward shared goals. Jump$tart is the original promotor of April as Financial Literacy Month and its #CheckYourSchool campaign is working to get effective financial education into all of our nation’s schools.

Conference UnderwritersExperian is the world’s leading global information services company. During life’s big moments — from buying a home or a car to sending a child to college to growing a business by connecting with new customers — they empower consumers and their clients to manage their data with confi-dence. Experian was the first in its industry to launch a dedicated consumer education program. They help individuals to take financial control and access financial services, businesses to make smarter decisions and thrive, lenders to lend more responsibly, and organizations to prevent identity fraud and crime. Learn more at www.experian.com.

The National Endowment for Financial Education (NEFE) champions effective financial education. NEFE is the independent, centralizing voice providing leadership, research and collaboration to advance financial well-being. As one of the first organizations to embark on the mission of wholly dedicating its efforts on improving the effectiveness of financial education, NEFE continues its legacy of strengthening action-oriented research agendas, mobilizing intermediaries, and creating better solutions for researchers, educators, practitioners and policymakers. For more information, visit www.nefe.org.

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets, proudly serves one in three U.S. households and more than 10% of small businesses in the U.S., and is the leading middle market banking provider in the U.S. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four report-able operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 37 on Fortune’s 2021 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories.

Premiere Scholarship Provider Jackson Charitable Foundation’s vision is for all Americans to have the strong personal finance skills that allow people to live fuller, more self-directed lives. The 501(c)(3) private operating Foundation is the charitable-giving arm of Jackson National Life Insurance Company. The Foundation works with Jackson associates and world-class partners to provide financial education and economic opportunities that build strong communities. Follow Jackson Charitable Foundation at jacksoncharitablefoundation.org, on Facebook at @JacksonCharitableFoundation and on Twitter at @JacksonFdn.

Sponsors and Scholarship Providers:• Advantage Publications• AFCPE• AFDICA• Ally• Bank of America• BayPort Credit Union

• Charles Schwab Foundation• CIT• Discover• FDIC• Federal Reserve Board of Governors• Fidelity Investments

• Intuit• LifeClear• OneDigital Health and Benefits• TransUnion• WenMoon

On behalf of our teachers and the students they teach, Jump$tart thanks all our underwriters, scholarship providers, and other sponsors for their generosity and commitment!

General Information continued