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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. 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. (4 sessions: October 23, October 30, November 6, November 13)


 

Principles of Investing

Tuesdays, noon—12:50 p.m.; Campus Center 103/104

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. Lunch is provided for the first 30 attendees. (5 sessions: January 29, February 5, February 12, February 19, February 26)

 

Special Events

September 7: Open House and Ice Cream Social

2:30—4 p.m., Conway Center (146 Elm Street)

Meet the faculty and staff of the Center who support our innovation, entrepreneurial and financial education programming. Learn about student involvement opportunities at the Center and with the four clubs we support: Consulting Club, Smith College Investment Club, Smithies in Business and Startup Smith. Pick up workshop and course schedules while enjoying a scoop of Herrell’s ice cream. Be sure to have your CORQ pass for easy check-in.


September 13: CIEC Information Session

12—1 p.m., CC 103/104

Can't make it to our open house? The Conway Innovation & Entrepreneurship Center staff and student leaders will be on hand during lunch to answer your questions and provide you with information about all the upcoming innovation, entrepreneurship and financial education activities. Lunch provided.


Date TBD: Business School Admissions Panel

Campus Center Carroll Room

Admissions officers (schools TBD) will speak with students about their admissions process, curriculum and opportunities. Co-sponsored by Smithies in Business. Dinner provided. 

May 2019: Backpack to Briefcase

TBD, 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 18: Dollars & $ense

Noon—1 p.m., Campus Center 103/104

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 students, helping to get you and your wallet off to a good start at Smith. Lunch provided.


October 27: Learn to Excel with Excel (Intro/Intermediate)

10 a.m.—3 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.

November 3:  Learn to Excel with Excel (Advanced)

10 a.m.—3 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.

Date TBD: Learn to Excel with Excel (Beginner/Intermediate)

10 a.m.-3 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.

Date TBD: Learn to Excel with Excel (Advanced) 

10 a.m.-3 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.