Kevin Harris (CEO, Bedrock Assets) & Sonya Caesar (Dir., Money Matter$) discuss personal finance, October 2013

Mon, 30 Sep 2013 13:50:39 -0400
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All are invited to attend a free lunch seminar at UMBC on personal money management, developing budgets, and reducing debt on Wednesday, October 2, 2013, 1:00 PM, in Room 329 of the Commons. Our guests will be Kevin Harris, MBA, CEO of Bedrock Assets in Chicago, and Sonya Caesar, Director of Money Matter$.

Kevin Harris is a businessman and leader who has traveled to 22 countries on 5 continents; he has observed and applied leadership principles across uniquely different cultures and demographics. Kevin is the CEO of Bedrock Assets, and is also the general manager for BP’s 1.2 million sq. ft. property portfolio in the Chicago Area. He leads a team of 250 people to deliver safe, reliable and cost efficient operations across a diverse portfolio of pilot plant, commercial office and trading floor operations. His organization also provides design, construction, safety, medical and other business services to nearly 3000 employees in Chicago and the western suburbs. Kevin has domestic and international business leadership and operations experience in the U.S., Japan, China, Africa, S. America and various parts of Europe. His previous leadership experience includes serving as Vice President of strategy, planning and performance for a $15 billion BP fuels business, General Manager for a $100 million international BP chemical business in addition to other sales, engineering and operational roles. Harris will discuss: Budgeting, saving, debt, spending patterns & “Future Financial Decisions – How Budgeting Now Can Lead to Financial Savings Later.”

Sonya Caesar, Director of the “Money Matter$” program at CCBC, interviewee on PBS’ Nightly News regarding financial management, and UMBC Alum, will work with participants on their personal budgets. She coordinates Developmental Education on the Essex Campus of CCBC, and is one of the leaders for the community-based Financial Literacy initiative in the Baltimore region. Caesar will discuss student debt, managing both a personal budget and student loans.

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AGENDA

12:45 – Participants arrive, get lunch

1:00 - Welcome & Overview of Financial Literacy Series

1:05 – Overview of the importance of budgeting - Sonya Caesar, Director of Money Matter$

1:10 – “Keynote” Budgeting, Saving, Debt, Spending Patterns” & “Future Financial Decisions – How Budgeting Now Can Lead to Financial Savings Later” - Kevin Harris, MBA, CEO of Bedrock Assets

1:35 – “Creating a Budget Worksheet” & Report out - Sonya Caesar.

1:50 – Q & A

2:00 – End formal session

2:00 – 2:30 – Informal Q& A and Individual consultations with the speakers.

This seminar is co-sponsored by The Council of Graduate Schools (CGS) TIAA CREF Financial Literacy grant and The Graduate School at UMBC. Kevin Harris appears courtesy of co-sponsorship by Bedrock Assets. For more about Bedrock Assets, visit their website: http://www.bedrockassets.com.

ABOUT THE FINANCIAL LITERACY SERIES:

The University of Maryland, Baltimore County (UMBC) has been selected to participate in an “Enhancing Student Financial Education” project for 2013-2015. Chosen as one of 15 awardees in a national competition, UMBC received a grant from the Council of Graduate Schools (CGS), a non-profit organization (www.cgsnet.org) dedicated to advancing graduate education and research. Funded by a grant from TIAA-CREF, a leading financial services organization, CGS will develop models for providing financial education resources that help undergraduate and graduate students manage their money and hone their financial and debt management skills.
Go LIVE! Seminars: UMBC will develop “Go Live” seminars that will showcase financial literacy resources on a new, interactive website. The online topics and segments will be coupled with “live” seminars that will be held throughout the year. Seminar topics include: Graduate Funding, Improving Credit Ratings, Financial Transitions, Life-long, Financial Planning, Budgets, and more.