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The Society of American Business Editors and Writers (SABEW) and the National Endowment for Financial Education (NEFE) are pleased to offer this year’s one-day Personal Finance Reporting Workshop in New York on Thursday, October 8, 2015 -- before the start of the SABEW Fall Conference at CUNY.

The SABEW-NEFE Personal Finance Reporting Workshop will offer insight into the most relevant personal finance trends and secrets of the industry. Expect to come away from this collaborative setting with innovative story ideas, an understanding of research initiatives in behavioral finance, an assessment of the future of personal finance, and new industry connections.

The workshop will be held at the TKP New York Conference Center in midtown Manhattan.


Updated Sept. 9, 2015
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Thursday, October 8


Thursday October 8, 2015 8:00am - 9:00am
TKP New York Conference Center 109 West 39th St., 2nd Floor, New York, NY 10018


Continental Breakfast
Thursday October 8, 2015 8:00am - 9:00am
TKP New York Conference Center 109 West 39th St., 2nd Floor, New York, NY 10018


Welcome and Opening Remarks
avatar for Ted Beck

Ted Beck

President and CEO, NEFE
Ted Beck is the President and CEO of the National Endowment for Financial Education (NEFE).  He is a former member of the President's Advisory Council on Financial Literacy, and currently serves on the FDIC Advisory Committee on Economic Inclusion and the board of the national JumpStart Coalition for Personal Financial Literacy. Prior to his appointment at NEFE, Mr. Beck served as Associate Dean of Executive Education and Corporate Relations... Read More →
avatar for Joanna Ossinger

Joanna Ossinger

President, Top Page Editor, SABEW, Bloomberg News/First Word FX
Joanna Ossinger is Team Leader for First Word Americas FX at Bloomberg News, where she has worked since 2010. She is Bloomberg’s first SABEW president. She previously worked as a reporter and editor at The Wall Street Journal, as the manager of day-to-day website operations at Fox Business and as a managing editor at TheStreet.com. Joanna has a master’s degree in public policy from Georgetown University, and a dual BA cum laude in... Read More →

Thursday October 8, 2015 9:00am - 9:15am
TKP New York Conference Center 109 West 39th St., 2nd Floor, New York, NY 10018


Session 1: State of Personal Finance in the Newsroom
The Wall Street Journal laid off much of its personal finance staff, and columnists are disappearing from local newsrooms across the country. Yet other media organizations are investing anew in PerFi. How will consumers get their pocketbook news in the future? Will they increasingly turn to websites like NerdWallet and Credit Karma, or financial planners and companies themselves? Is there still a place for personal finance writers in newsrooms, or will this become even more of a freelancers' world? Hear from veteran journalists representing diverse perspectives on this panel.

avatar for Lisa Gibbs

Lisa Gibbs

Business Editor, Associated Press
Lisa Gibbs serves as AP’s business editor overseeing more than 65 business reporters and editors worldwide. Prior to joining AP, she was a senior writer at Money where she was a three-time finalist for the Gerald Loeb Award for Distinguished Business and Financial Journalism and shared the honor with her colleagues in 2012 for a series on protecting aging parents’ money. Most recently, she was the real estate section chief for the... Read More →

avatar for Jennifer Barrett

Jennifer Barrett

Personal Finance Editor, CNBC Digital
Jennifer is the Personal Finance Editor for CNBC Digital. An award-winning journalist and digital strategist, she was previously Sr. Vice President and Editor-in-Chief at DailyWorth, a financial media company targeting women. The co-author of two personal finance books, Jennifer has written about financial topics for several national publications, including The Wall Street Journal, The New York Times, The Washington Post... Read More →
avatar for Maggie Leung

Maggie Leung

Senior Director of Content, NerdWallet.com
Maggie leads a growing team of 60+ staff writers and editors at NerdWallet, which helps consumers navigate personal finance. | The website also provides content to 100+ partners. They include Money.com, USA Today and U.S. News & World Report, as well as financial institutions and other businesses. | Maggie joined NerdWallet in 2013, building its content team from scratch. | The company continues to expand, with many current job openings... Read More →
avatar for Patrick Regnier

Patrick Regnier

Assistant Managing Editor, Money
Pat Regnier is a writer and assistant managing editor at Money. He writes about investing, Wall Street and economics.
avatar for Lauren Young

Lauren Young

Thomson Reuters, Wealth Editor
Young is the Wealth editor at Thomson Reuters, overseeing personal finance, investment management and wealth management coverage. She joined Reuters in April 2010. Before that, she worked at BusinessWeek as well as SmartMoney magazines. Young also covered mutual funds and corporate bonds for Dow Jones. She tweets at www.twitter.com/LaurenYoung

Thursday October 8, 2015 9:15am - 10:30am
TKP New York Conference Center 109 West 39th St., 2nd Floor, New York, NY 10018


Thursday October 8, 2015 10:30am - 10:45am
TKP New York Conference Center 109 West 39th St., 2nd Floor, New York, NY 10018


Session 2: Millennials and Money
As outstanding student loan debt surpasses the $1 trillion mark, credit card debt is not far behind. Despite their hunger for success, millennials' debt inhibits long-term goals and exacerbates their anxiety about future financial hardships. Consequently, millennials are delaying the traditional life milestones such as home buying and marriage, as they come of age in a time of limited growth. Listen as experts discuss millennials' struggles and uncertain futures, and suggest savings tactics for this intriguing age group. 

avatar for Shartia Brantley

Shartia Brantley

Shartia Brantley is a business journalist and serves as a co-host and correspondent for Women of Power TV, a new show by Black Enterprise that launched in October 2014. In this role she conducts interviews on pertinent money issues for women in the “Power of the Purse” segments. Women of Power TV airs on Sundays at 10:30amET on TV One and on several local stations across the country. Ms. Brantley works as a freelance business... Read More →

avatar for Erin Lowry

Erin Lowry

Founder and CEO, BrokeMillennial.com
Erin Lowry is the founder of BrokeMillennial.com, where she uses sarcasm and humor to explain basic financial concepts to her fellow millennials. She lives and works in New York City.
avatar for Sean McDermott

Sean McDermott

Analyst for Consulting Services, Corporate Insight
Sean McDermott leads Corporate Insight’s research on financial technology (fintech) companies, monitoring over 200 investment- and personal finance-related startups. His analysis has been cited by Barron’s, Bloomberg, InvestmentNews and several other financial services industry publications. In addition to his fintech research, Sean co-authored The Millennial Shift: Financial Services and the Digital... Read More →
avatar for Farnoosh Torabi

Farnoosh Torabi

Personal Finance Expert, Author, TV Personality and Speaker
Farnoosh Torabi is an award winning personal finance expert, bestselling author, TV personality, and sought-after speaker. She currently hosts the daily podcast, So Money, voted the #1 financial podcast of 2015 and selected by Forbes as a top podcast for Millennials. Her latest book is entitled When She Makes More: 10 Rules for Breadwinning Women.

Thursday October 8, 2015 10:45am - 11:45am
TKP New York Conference Center 109 West 39th St., 2nd Floor, New York, NY 10018


Break and get lunches (provided)
Thursday October 8, 2015 11:45am - 12:00pm
TKP New York Conference Center 109 West 39th St., 2nd Floor, New York, NY 10018


Keynote: Fixing the US Retirement System: Q&A with Teresa Ghilarducci, Schwartz Center for Economic Policy Analysis, The New School, and Sharon Epperson, Senior Personal Finance Correspondent, CBNC
Independent experts agree that this is the first time in U.S. history in which the majority of working Americans will do worse in retirement than their parents and grandparents. More elderly people will work or look for work and pay off more debt than ever before, as more retirement assets are skewed toward the highest-income retirees. The top 20% of baby boomers own 72% of retirement assets. And nearly half of workers have no retirement plan at work because the system is voluntary for employers. Ghilarducci believes that a national rescue plan for our broken retirement system includes strengthening Social Security and increasing retirement savings, with better tax policy and a requirement for every worker to save at least 5% into a state- or federally-administered retirement account, and that mandates and guarantees are key.

avatar for Sharon Epperson

Sharon Epperson

Senior Personal Finance Correspondent, CNBC
As CNBC's senior personal finance correspondent, Sharon Epperson covers the many facets of how people manage, grow and protect their money. Her expertise includes saving and investing for retirement, paying for college, managing mortgage, student loan, credit card and other debt, and building a financial legacy through estate planning.  Epperson was named one of the "Best Personal Finance Experts of 2014." In addition to reporting for... Read More →

avatar for Teresa Ghilarducci

Teresa Ghilarducci

Commentator and Professor of Economic Policy Analysis, New School for Social Research
Teresa Ghilarducci is a labor economist and nationally-recognized expert in retirement security. Teresa holds the Bernard L. and Irene Schwartz Chair in economic policy analysis and directs the Schwartz Center for Economic Policy Analysis (SCEPA) that focuses on economic policy research and outreach.  Ghilarducci joined The New School in 2008 after 25 years as a professor of economics at the University of Notre Dame. Her most recent... Read More →

Thursday October 8, 2015 12:00pm - 1:00pm
TKP New York Conference Center 109 West 39th St., 2nd Floor, New York, NY 10018


Session 3: What's Next in the Student Loan Conundrum?
Student loan debt in the U.S. has passed $1 trillion, outpacing credit card and auto debt. While recent news suggests borrowers may be getting some relief on interest on government-backed subsidized student loans, there remains a disconnect in understanding the variety of choices related to college planning and the consequences of future debt. This session will look at the lack of transparency about the true costs of college, and how families can establish a comprehensive plan that can limit dependency on student loans.

avatar for Natalia Abrams

Natalia Abrams

Executive Director, Student Debt Crisis
Natalia is an education advocate working toward solutions that provide affordable, accessible and quality education for all students. In 2012, she formed StudentDebtCrisis.org in response to the economic injustices facing students including high tuition increases and lack of financial aid. | | Student Debt Crisis (SDC) is a non-profit organization (501c4) dedicated to fundamentally reforming the way in which higher education is paid for in... Read More →
avatar for John Wasik

John Wasik

Writer, Speaker and Author
John Wasik is the author of The Debt-Free Degree and 14 other books. He's also a contributor to The New York Times, Forbes, Financial Planning and Wealthmanagement.com.
avatar for Logan Whiteside

Logan Whiteside

Producer, CNN
Logan Whiteside is the producer for CNN's Chief Business Correspondent, Christine Romans. She works for CNNMoney.com as well as "Early Start" and "New Day" on topics ranging from jobs to housing to stocks. Logan graduated from NYU with degrees in broadcast journalism and economics. She's an avid Tennessee Volunteers football fan and triathlete.

Thursday October 8, 2015 1:00pm - 2:15pm
TKP New York Conference Center 109 West 39th St., 2nd Floor, New York, NY 10018


Thursday October 8, 2015 2:15pm - 2:25pm
TKP New York Conference Center 109 West 39th St., 2nd Floor, New York, NY 10018


Session 4: Establishing Influence Through Blogging

Bloggers and business journalists are increasingly working together to cultivate content and share ideas, but how can they benefit from each other on a deeper level? Hear bloggers’ strategies on how they are monetizing their sites and increasing followers; such tools could be effective in the burgeoning world of digital journalism from more traditional outlets. Regardless of outlet or site, personal finance writers must harness online news gathering tools while maintaining legitimacy in the field.

Big questions covered:

• What are some ways in which journalists and the personal finance blogger community are benefiting from each other? 

• What does the future hold for these communities and how can we continue to support each other?

avatar for Philip Taylor

Philip Taylor

Founder/Personal Finance Blogger, PTMoney.com, FinCon Conferences
Philip Taylor is the creator and writer behind PTmoney.com and the founder of FinCon – the annual conference for financial bloggers. He earned his Masters in Professional Accountancy from Lousiana Tech University and worked as a Certified Public Accountant. He has written for U.S. News and World Report, TurboTax, ING Direct, PerkStreet, and been featured on Fox Business, MSNBC, and CNBC.  

avatar for Luke Landes

Luke Landes

Founder & Editor-in-Chief, Consumerism Commentary
Luke Landes is the founder of premiere personal finance blog Consumerism Commentary and is a renowned writer covering personal finance and money management. His articles regularly appear in BusinessInsider, Forbes, The Street, and other publications. | | After graduating college in debt and experiencing a financial breakdown, Luke turned his attention to money and his own financial situation. With his experience building online communities since... Read More →
avatar for Paula Pant

Paula Pant

Founder & Blogger, Afford Anything
Paula Pant is the founder of award-winning website AffordAnything.com and a writer and speaker specializing in money, business, real estate and lifestyle. She has been featured in more than three dozen publications, including Forbes, DailyFinance, Marketplace Money, Business Insider, Inc. Magazine, and many more. | | She is a contributing writer on dozens of major websites, including U.S. News, DailyFinance, AARP Bulletin, MSN Money, Bankrate... Read More →
avatar for David Weliver

David Weliver

Founder & Blogger, Money Under 30
David Weliver is a nationally cited authority on Millennials and money. | Since 2006, his website, Money Under 30, has provided free, approachable and nonjudgmental financial advice, currently reaching over 500,000 young professionals every month. | Money Under 30 is one of “10 money and finance blogs you should read,” according to Kiplinger’s Personal Finance, and ranks among Wisebread’s top 25 financial blogs. | It is... Read More →

Thursday October 8, 2015 2:25pm - 3:25pm
TKP New York Conference Center 109 West 39th St., 2nd Floor, New York, NY 10018


Closing Remarks
Thursday October 8, 2015 3:25pm - 3:30pm
TKP New York Conference Center 109 West 39th St., 2nd Floor, New York, NY 10018