Drawing nearly 150 attendees, the event was the result of a collaboration among six Pioneer Valley nonprofit organizations: Bay Path College, Community Foundation of Western Massachusetts, Harold Grinspoon Foundation, Jewish Endowment Foundation, United Way of the Pioneer Valley, and Women’s Fund of Western Massachusetts. This was the second partnership among these organizations, following the first successful Heart of Money seminar held in September 2012.
Keynote speaker Amanda Steinberg, a national leader in promoting women’s financial knowledge and competence and founder of Daily Worth, headlined the seminar and energized the crowd with her talk “The Self-Funded Princess.” Steinberg posed ten critical questions and urged all women to think of themselves as money managers. The seminar included an array of breakout sessions on timely topics including Negotiation, Philanthropy, Saving for College & Retirement, and Caring for Parents Financially. Participants convened for a closing lunchtime panel featuring successful area businesswomen: Trisha Canavan of United Personnel Services, Marjorie Hurst, attorney and founder of the newspaper Point of View, and Nancy Urbschat of the design firm TSM Design.
Susan Goldman of Longmeadow called the Heart of Money “an extraordinary entree into financial literacy for women with a range of money and resources,” adding that “the gem inside the program was the experience of empowerment.”
Heart of Money Silver Sponsors were People’s Bank and U.S. Trust Bank of America. Bronze Sponsors were Barnum Financial Group, Bessemer Trust, BNY Mellon Wealth Management, City of Springfield Department of Health & Human Services, The Davis Financial Group, Easthampton Savings Bank, Florence Savings Bank, Hampden Bank, Log Cabin Banquet Meeting House, Meyers Brothers Kalicka, P.C., Monson Savings Bank and Webster Bank and Media Sponsor The Republican and MassLive.com.