About this Event
is a student-centered conference focusing on helping students build confidence, resilience, and practical skills in managing money and making informed financial decisions. Through honest conversations about financial stress and interactive sessions featuring tools, strategies, and real-life stories, the conference supports students in strengthening their financial well-being for the long term.
Friday, April 24: Tools, Choices, and Habits for Real Life
- 1:00 β 5:00 PM
- UC Berkeley Faculty Club, Seaborg Room
Friday, April 24: Where Finances Meet Well Being
- 1:00 β 5:00 PM
- UC Berkeley, Faculty Club, Heyns Room
Day 1 Agenda
π: 01:00 PM - 01:20 PM
Keynote Address
Host: Steve Sutton, EdD | Vice Chancellor for Student Affairs
π: 01:25 PM - 02:15 PM
Session 1: Framework No One Taught You
Host: Michelle Florendo | Powered By Decisions, LLC
Info: Whether it's deciding how much to put toward student loans, whether to take on more hours at work, or how to think about a major purchase, college students face financial decisions that can feel overwhelming. Not because they're bad at math, but because no one has taught them how to decide.
In this interactive session, attendees will learn how to apply principles from the field of decision engineering to the financial choices they face in real life. Attendees will leave with practical language and a repeatable process for navigating financial choices with greater confidence, clarity, and far less dread.
π: 02:20 PM - 03:10 PM
Session 2: You Work Hard. Your Money Should Too. (Does it?)
Host: Serene Lau | Foreword Financial
Info: For many adults, money sits in a checking account waiting to be spent β not because they're irresponsible, but because nobody ever showed them a better option. This workshop changes that.
In this session, we'll cut through the noise and get practical. No jargon, no judgment, and no assumption that you need a lot of money to get started. Because here's the truth: the single most powerful financial advantage you have right now isn't your GPA, it's your age. We're going to show you exactly what that means in real numbers. By the end of this session, you'll leave with clarity, a concrete next step, and the quiet confidence that comes from finally understanding something you thought was out of reach.
π: 03:15 PM - 04:30 PM
Panel Discussion: From Stress to Strength, Real Stories, Real Strategies
Host: Michael Firestone | Fire Capital Management
Info: Join Berkeley alumni and financial wellness experts as they share honest stories and actionable strategies for navigating financial stress, building resilience, and making smarter money decisions. Learn practical tips you can start using right away!
π: 04:30 PM - 05:00 PM
Reception and Networking
Day 2 Agenda
π: 01:00 PM - 01:20 PM
Keynote Address
Host: Cory Vu, OD | Assc Vice Chancellor of Health & Wellbeing
π: 01:25 PM - 02:15 PM
Session 2: Exploring Your Money Mindset
Host: 5 Buckets Foundation
Info: Financial stress is rarely just about dollars and cents. It often reflects deeper beliefs, family narratives, cultural expectations, and emotional responses to uncertainty. This interactive session invites students to explore the connection between financial decision-making and overall well-being through the 5 Buckets Cycle, a practical framework that illustrates how money flows through our livesβearn, save, spend, borrow, and share. Through guided reflection, engaging activities, and real-life scenarios relevant to college students, participants will practice tools to regulate financial stress, clarify values, and make aligned decisions. The session integrates trauma-informed and student-centered approaches to foster honest conversation and reduce shame around money.
This session supports students in moving from financial stress to strength by integrating emotional awareness with practical financial tools.
π: 02:20 PM - 03:10 PM
Session 2: Uncovering the Millionaire Pyramid
Host: Erick O. Bell, D.Min, CPA | Haas School of Business
Info: Anyone can become a millionaire! It takes guidance, discipline, and patience. In the workshop, Uncovering the Millionaire Pyramid, Professor Erick O. Bell (author of How to Close the Wealth Gap in 66 Days without the Government) unfolds his approach to achieving millionaire status through Investing, Managing Debt, Savings, Budgeting, and Goal Setting.
π: 03:15 PM - 04:05 PM
Session 3: From Financial Stress to Intentional Decisions
Host: Ockemia Bean | O.So.Inspirational, Inc
Info: Financial stress is often discussed in terms of budgeting, income, or financial literacy. Yet many financial decisions are not made solely through logicβthey are also shaped by social pressure, expectations, identity, and the desire for approval. For students navigating independence, relationships, academic demands, and future uncertainty, these dynamics can quietly influence financial choices in powerful ways. By the end of the session, students will gain insight into the social and psychological dynamics that influence financial behavior and leave with practical strategies for making financial decisions that support both their well-being and long-term goals.
π: 04:10 PM - 04:30 PM
Closing Remarks
π: 04:30 PM - 05:00 AM
Reception & Networking
Event Venue & Nearby Stays
The Faculty Club, Minor Lane, Berkeley, United States
USD 0.00





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