Teaching Financial Literacy from People Who Live It

Date: Wednesday, April 19, 2023

Location: Midwestern Intermediate Unit 4, Grove City, PA

Time: 8:45—11:30

Hosted by Midwestern Intermediate Unit 4

NO REGISTRATION FEE/ Certificate of attendance if requested.

This event is supported by First Choice Federal Credit Union and PennWest University

This event is designed to meet the needs of Curriculum Directors, Counselors, Administrators, Teachers, Students, College Professors, and everyone who is interested in students being successful.

Participants are encouraged to attend In-Person if possible. Just as with our schools there is so much to be gained by being together and exchanging information. If this does not meet your needs, then you may attend virtually.


Michael Vatter is the CEO of First Choice Federal Credit Union of Lawrence County.  Having spent most of his career in personal finance he has helped many people to align their goals with their resources to live their best lives.  Over the years he has been recognized with many awards and distinctions, but they all pale in comparison to his greatest honor of raising his two boys, Matthew (12) and Caden (8).  He currently holds several Board seats including one at his former alma mater at Neshannock School District.

Things you wished YOU knew at 18:  Helping you prepare them for Adulting.


Christian Ola is a full-time finance professor at PennWest University and also the founding partner of Centsability, LLC, a financial literacy and software company. With 30 years of practical application in banking, lending, and financial literacy, along with 15 years of teaching full time, he understands the challenges that educators face to create engaging curriculum while also meeting mandated outcomes. By coupling technology with hands on, learner-based programs, students take ownership of their success and educators embrace the role of facilitator, not just ‘teacher.’ He lives in Mars with his wife and two great kids, Alex and Mia.

Shaun Pfeiffer, Ph.D., CFP(R) is an associate professor of finance and personal financial planning in the Department of Finance, Accounting, and Economics at PennWest Edinboro. He has a Ph.D. in Personal Financial Planning and an M.S. in Finance from Texas Tech University. His research on investing and personal financial planning topics has been published in various journals, including the Journal of Investing and the Journal of Financial Planning.

The All-Star Focus Group

Dr. Melanie O. Anderson is Professor of Accounting at Slippery Rock University. Dr.  Anderson earned a Ph.D. from the University of Nebraska, an MBA from Pennsylvania State University, and a B.S. in Business Administration from Clarion University. She currently teaches audit, forensic accounting, intermediate accounting, managerial and financial accounting. Dr.  Anderson’s business career includes 13 years at Quaker State Corporation as the general ledger systems manager, information systems auditor, and senior internal auditor; and two years at Werner Company as a business analyst in information systems.  She has been teaching accounting, information systems and business courses for over 30 years.

Dave Hollenbaugh believes that Education is a key to overcoming the challenges facing our world today.  Dave spent the first 12 years of his career in industry with roles in sales, marketing, and management.  For the past 18 year, Dave has served in Advancement and Development Leadership in college and university settings as well as consulted nationally with non-profit institutions to help each organization succeed in pursuit of their mission.    He considers it a privilege to serve the Slippery Rock University Foundation as a steward of its resources and impact for Slippery Rock University and its Students.

Mark Walzer, is a full-time real estate agent with Keller Williams Realty in New Castle PA.  Specializing in residential and commercial real estate, working with buyers, sellers and investors in Western PA, and referral agent helping people across the United States.

Dr. John Sarandrea recently retired Superintendent of the New Castle Area School District. He spent 37 years as an educator and coach, the last 11 of which he was the Superintendent ( CEO ) of the New Castle and Sharon schools., He has been exploring entrepreneurial options for his family. He believes in the entrepreneurial spirit and would like his children to be self-employed business owners. After a long process of due diligence, he decided on opening a Rita’s Italian Ice & Custard Shop.

Some examples of topics to be discussed by the Presenters and Focus Group:

  • Why knowledge and awareness of non-profit Foundations is important in financial literacy.
  • Financial Wellness is important to success – and the tools needed to achieve wellness include an understanding of budgeting, borrowing, the responsible use of credit and being prepared for the future.
  • The demand for accountants and accounting careers.
  • Career opportunities in real estate, and what is required to obtain a real estate license?
  • The importance of credit ratings and what should and should not be done to make it positive.
  • What will the financial landscape look like in 2035?
  • We are now being told it is not necessary to get a college degree—your thoughts.

Participants are encouraged to submit questions in advance. Questions must be submitted no later than April 10. Email them to hhevents@zoominternet.net  By submitting questions you will help design the agenda. We want to meet your needs.

When you register, please tell me if you are attending in-person or virtually. Simply write it on the registration form under Special Needs or Requests. Please give serious consideration to attending In-Person; there is great benefit gained from the in-person networking opportunities of the event.

If you have difficulty registering on line simply answer the questions and email them to hhevents@zoominternet.net or call Herb Hunt at 724.494.0968 Register early the number of participants may be limited. You will be notified that your registration has been received.

This is a timely topic and is designed to be participant friendly. One of the goals of all events is to “Build Partnerships for Student Success.”

Bookmark the permalink.

Comments are closed.