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Financial Education

Conway Center Financial Education
 

Smith College launched its comprehensive financial education program in 2001 to ensure that Smith students acquire the skills to understand and manage finances in their personal, professional, family and community lives. Smith believes that financial acumen is vital to achieving leadership in today’s complex world. The center offers a curricular course about global financial markets, co-curricular workshops, weekly learn and lunch courses on investing and a personal finance bootcamp for graduating seniors.


Please note: the center’s faculty, staff and student interns are not financial advisers, planners or consultants. We provide financial education, not personal finance advice.

Learn & Lunch

Registration is not required to participate in any of the center’s non-credit learn and lunch courses, which run for seven weeks each semester. Scheduled for noontime with lunch provided for all attendees, we make it easy for students to fit our activities into their schedules.

Financing Life

Tuesdays, noon—12:50 p.m., CC103/104

It's never too soon or too late to start thinking about your financial future. Professor Randy Bartlett will introduce you to the essentials of personal finance and what you need to know to take charge of your money. Topics include credit cards and debt management, taxes, home ownership, insurance, and saving for retirement.


September 19:  Introduction and Basics*
 

September 26: Credit and Debt
 

October 3: Understanding Taxes
 

October 17: The Financial Aspects of Homeownership
 

October 24: Financing Retirement
 

October 31: Insurance
 

November 7: Basics of Investing | Wrap Up
 

*This session will be held in the Campus Center Carroll Room.
 

Principles of Investing

Thursday, noon—12:50 p.m.

More accurately called “stocks and bonds,” Professor Roger Kaufman introduces students, faculty and staff to the fundamental concepts of investing, including differentiation between stocks and bonds; mutual funds, ETFs and index funds; the importance of portfolio diversification; and approaches to asset allocation. (Seven sessions beginning February 9.)

 

Special Events

September 8: Open House and Ice Cream Social

2—4 p.m., Conway Center (146 Elm Street)

Meet the faculty and staff of the center, learn about student involvement opportunities, and pick up workshop and course schedules while enjoying a scoop of Herrell’s ice cream.

September 27: How to Do Well at the Investment Banking Interview

4:30—5:30 p.m., Campus Center Carroll Room

This interactive presentation with Olga Naumovich ‘98, Managing Director, Investment Banking at Goldman Sachs, will provide helpful tips and useful strategies for acing the IB interview.

Register Here

October 4: Business School Admissions Panel

4:30—6:30 p.m., Campus Center Carroll Room

Admissions officers from MIT, Yale, Harvard and Columbia University will speak with students about their admissions process, curriculum and opportunities. Co-sponsored by Smithies in Business. Dinner provided. 

Register Here


October 18: Conway Center Dedication

Elizabeth Miller '81 Lecture: Diane Hessan
Diane Hessan, former CEO of Boston's Startup Institute is a successful entrepreneur, marketer, and author. She is currently working on a variety of projects in the Boston tech ecosystem and in the political realm, and is also an active angel investor.

May: Backpack to Briefcase

11:30 a.m.—1:30 p.m., Stoddard Auditorium 

Professor Randy Bartlett offers graduating seniors a final opportunity to get unbias financial education for FREE. Topic include: managing your money, student loan debt and credit card debt; navigating your taxes; and maximizing your retirement saving from your first day on the job. Lunch provided.

 

Workshops

September 30: 1st Year Experience - Dollars & $ense

11 a.m.—1:00 p.m., Carroll Room

New college students face a few financial challenges: opening new bank accounts, dealing with credit card advertisements, budgeting for necessities and for fun, and much more. CIEC is here to help! This workshop will address the myriad personal finance issues facing new students, helping to get you and your wallet off to a good start at Smith. Space is limited, registration required. Pancake breakfast provided.

REGISTER HERE

October 28: Learn to Excel with Excel (Intro/Intermediate)

9 a.m.—2 p.m., Bass 103

Students hoping to secure an internship at a financial institution for Summer 2018 or who just want to improve data management skills are strongly encouraged to take advantage of this opportunity. This is the first of a two-part workshop series for Excel beginners. Space is limited with priority given to students currently enrolled in GFX100. $20 cash deposit required to reserve a spot. Breakfast snacks and lunch provided.

REGISTER HERE

November 4:  Learn to Excel with Excel (Advanced)

9 a.m.—2 p.m., Bass 103

Students hoping to secure an internship at a financial institution for Summer 2018 or who just want to improve data management skills are strongly encouraged to take advantage of this opportunity. This is the second of a two-part workshop series for Excel beginners. Space is limited with priority given to students currently enrolled in GFX100. $20 cash deposit required to reserve a spot. Breakfast snacks and lunch provided.

REGISTER HERE

In progress, please check back soon.