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The Society of American Business Editors and Writers (SABEW) and the National Endowment for Financial Education (NEFE) again are offering a one-day personal finance writers workshop in New York on Thursday, October 9 – before the start of the SABEW fall conference at CUNY.

This workshop is geared toward writers and bloggers, producers and editors, and broadcasters who are looking for innovative consumer finance stories they can deliver to their audience in compelling ways. We welcome journalists from all disciplines (lifestyle, features, investigative, general assignment, etc.) to this one-day informative event on personal finance issues.

The workshop will be held at Convene Times Square in midtown Manhattan.  

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Thursday, October 9


Registration and Continental Breakfast
Thursday October 9, 2014 8:00am - 8:30am
Convene Times Square 810 7th Avenue, New York, NY 10019 23rd. Floor


Welcome and Opening Remarks

Ted Beck

President and CEO, The National Endowment for Financial Education
avatar for Marty Wolk

Marty Wolk

Assigning editor, NerdWallet
Marty Wolk, 2014-15 president of SABEW, is an assigning editor at NerdWallet, which focuses on helping people lead better lives through financial education and empowerment. Previously he was managing editor of MSN Money and executive business editor at NBC News Digital (formerly msnbc.com). He is winner of two BIB awards, including one for best real-time column. He also has served as a senior correspondent for Reuters and started his career... Read More →

Thursday October 9, 2014 9:00am - 9:30am
Convene Times Square 810 7th Avenue, New York, NY 10019 23rd. Floor


Session 1: Consumers in Credit Distress

Even as credit card debt continues to decline, the share of Americans facing collectors’ calls hasn’t budged, according to a new study. See a presentation of data and a discussion on consumers’ reaction to tightening credit, despite the growing post-recession economy.


Greg McBride

Senior Vice President and Chief Financial Analyst, Bankrate.com
Greg McBride, CFA, is Senior Vice President, Chief Financial Analyst, for Bankrate.com, providing analysis and advice on personal finance. With 18 years of experience in personal finance, he has the unique ability to provide both in-depth commentary and practical advice to consumers. Through Bankrate.com's Money Makeover series, he has helped consumers plan for retirement, manage debt and develop appropriate investment allocations. McBride has... Read More →

Michele Raneri

Vice President of Analytics, Experian
Michele Raneri is Vice President of Analytics, where she is responsible for creating analytics, providing comprehensive analyses on multiple populations, which are leveraged by clients and journalists for in-depth studies and reports. Raneri regularly serves as a company spokesperson providing unique insight into the trends and analyses that her team produces.  Raneri manages a sizeable team of business experts and statisticians, who consult... Read More →

Michael Schreiber

Editor-in-Chief and Chief Content Officer, Credit.com
Michael Schreiber leads Credit.com's editorial and content team, which includes more than 40 editors, reporters and subject matter experts. Credit.com’s content is syndicated daily across major news and media outlets including Yahoo, MSN, AOL, NBC, CBS, ABC, Fox, Marketwartch and others. Michael is an Emmy and DuPont award winning journalist & producer, with more than 15 years of experience and has worked in print, television and... Read More →
avatar for John Wasik

John Wasik

Author/ Journalist
John F. Wasik is an independent writer, speaker and journalist. He's written 14 books on a variety of subjects ranging from ecology to retirement, including his most recent Keynes's Way to Wealth (McGraw-Hill, 2013). He currently writes a weekly investment column for Reuters, the world's largest news service, and contributes to The New York Times, Forbes and other national publications. He's won 19 awards for his books and... Read More →

Thursday October 9, 2014 9:30am - 10:30am
Convene Times Square 810 7th Avenue, New York, NY 10019 23rd. Floor


Thursday October 9, 2014 10:30am - 10:45am
Convene Times Square 810 7th Avenue, New York, NY 10019 23rd. Floor


Session 2: Covering the Financial Impacts of Disaster

Natural disasters consume increasing amounts of the news cycle and human interest, but reporting through the lens of personal finance is unique considering the impact of business interruption and the financial security of an individual or family. Panelists will also shed light on the charitable impact by looking at the flow of money in and out of a community. Is the aid making a difference or being misspent? A look at a few of the most recent disasters and their recovery period will give perspective to developing preparedness tips.


Eric Nordman

Director of the Regulatory Services Division and Director of the Center for Insurance Policy and Research (CIPR), National Association of Insurance Commissioners
Eric C. Nordman, CPCU, CIE is currently serving the needs of the state insurance regulatory community in his capacity as Director of the Regulatory Services Division and Director of the Center for Insurance Policy and Research (CIPR) with the National Association of Insurance Commissioners. The Division includes two departments—the Research Actuarial Department and the Market Regulation Department. Collectively they are engaged in a wide... Read More →

Bob Ottenhoff

President and CEO, Center for Disaster Philanthropy
Robert G. Ottenhoff, a veteran in philanthropy, nonprofit leadership, and entrepreneurship, is the inaugural president and CEO of the Center for Disaster Philanthropy.  CDP seeks to transform how donors think about, respond and give to natural disasters, moving it from reactive response, to one focused on increasing the effectiveness of the private donor’s dollar for the good of affected communities worldwide.  It offers... Read More →

Joe Ryan

Business Writer, Newsday
Joe Ryan is a business and investigative writer for Newsday, with 16 years of experience covering political corruption, federal law enforcement, real estate finance and other beats. He discovered journalism in the South Bronx, where in 1998 he launched a non-profit neighborhood newspaper as an Americorps volunteer. Arriving from the Midwest without a shred of newspapering experience, he set up shop in a tiny storefront office near Yankee... Read More →
avatar for Marty Steffens

Marty Steffens

SABEW Chair in Business Journalism, MU School of Journalism
As the Society of American Business Editors and Writers endowed chair, Martha Steffens teaches business and financial journalism, as well as organizing seminars for business journalism professionals. Steffens has taught more than 450 professional in business workshops sponsored the Southern Newspaper Publishers Assn. and SABEW. She assumed the chair in 2002, after a 30-year career in newspapers, including executive editor of the San... Read More →

Thursday October 9, 2014 10:45am - 11:45am
Convene Times Square 810 7th Avenue, New York, NY 10019 23rd. Floor


Pick up lunches (provided)
Thursday October 9, 2014 11:45am - 12:00pm
Convene Times Square 810 7th Avenue, New York, NY 10019 23rd. Floor


Keynote Lunch

Bob Sullivan

Consumer and Technology Writer
BOB SULLIVAN is the author of four books, including the 2008 New York Times Best-Seller, Gotcha Capitalism, and the 2010 New York Times Best Seller, Stop Getting Ripped Off! His latest, The Plateau Effect, was published in 2013, and as a paperback, called Getting Unstuck. He is now an independent journalist covering consumer and technology issues. His latest area of focus is “The Restless Project,” where he is covering the... Read More →

Thursday October 9, 2014 12:00pm - 1:00pm
Convene Times Square 810 7th Avenue, New York, NY 10019 23rd. Floor


Session 3: Aging and Finances

Alzheimer’s and dementia are common references in the conversation of aging and finances, but the natural process of aging still experiences financial impacts from cognitive decline. Hear new data out of the University of Alabama that corroborates this phenomenon.Discussion will then focus on what that means for retirement planning.


Amanda Gengler

Staff Writer, Money Magazine
Amanda Gengler, a writer at MONEY, covers health care and real estate. She joined the magazine in 2005. Gengler has discussed finances on ABC, NBC, CBS, CNN, and MSNBC, as well as many local news stations and radio shows. Gengler’s Future of Your Healthcare series was a 2013 SABEW Best in Business Finalist in both the Personal Finance and Magazines-Explanatory categories. A native of Northern California, she earned degrees from... Read More →


Daniel Marson

Director, University of Alabama, Division of Neuropsychology and the Alzheimer's Disease Center
Daniel Marson, JD, PhD is a clinical neuropsychologist, licensed attorney, and tenured Professor in the Department of Neurology at the University of Alabama at Birmingham (UAB).  He has directed the Department’s Division of Neuropsychology since 1995 and the UAB Alzheimer’s Disease Center since 2005.   | | Dr. Marson graduated magna cum laude and Phi Beta Kappa from Carleton College in Northfield, Minnesota (1976), and... Read More →

Walter Updegrave

Walter Updegrave is the editor of RealDealRetirement.com, a site that offers easy-to-understand advice on all aspects of retirement planning. Walter previously was a long-time editor at MONEY Magazine and wrote the widely followed Ask the Expert column for CNNMoney.com. | In 2011, SABEW named Ask the Expert the best online personal finance column of the year. Walter has appeared on NBC’s Today, ABC’s Nightline, CBS This Morning, CNN... Read More →

Lauren Young

Money Editor, Reuters
Lauren Young is the Money editor at Reuters.com, where she is developing personal finance, wealth management and investing coverage for professional and consumer audiences. She previously worked at BusinessWeek from 2003 to 2009, covering all aspects of personal finance. Before joining BusinessWeek in 2003, Lauren had a similar beat as a senior writer at SmartMoney. She also covered mutual funds and capital markets for Dow Jones News for three... Read More →

Thursday October 9, 2014 1:00pm - 2:00pm
Convene Times Square 810 7th Avenue, New York, NY 10019 23rd. Floor


Thursday October 9, 2014 2:00pm - 2:15pm
Convene Times Square 810 7th Avenue, New York, NY 10019 23rd. Floor


Session 4: New Data on American Investing

Hear the latest challenges and tactics in saving for retirement, lead by Kevin Hall. Investment Company Institute (ICI) Senior Economist Peter Brady will explain how recent studies and analyses contradict the conventional wisdom that Americans aren’t preparing for retirement. He will also present tools and techniques that personal finance reporters can use to judge the competing claims, write knowledgably on retirement preparedness, and find valuable retirement data sources.


Peter Brady

Senior Economist, Investment Company Institute
Peter J. Brady, PhD, is a senior economist in the Retirement and Investor Research Division at the Investment Company Institute (ICI). At the Institute, Mr. Brady focuses on pensions, retirement savings, and the taxation of capital income. Peter’s current research is focused on measuring changes in income in retirement and the tax treatment of retirement savings. His prior research includes work on retirement adequacy, replacement rates... Read More →

Kevin G. Hall

Chief Economics Correspondent, McClatchy Newspapers
Kevin G. Hall is chief economics correspondent for McClatchy Newspapers, a post he’s held since 2005. He returned to Washington after a long stint as the Brazil-based South America bureau chief for Knight Ridder Newspapers. During much of the 1990s, Hall worked in Mexico for the Journal of Commerce, covering the run-up to and implementation of NAFTA. He is the president of SABEW (2013-2014).

Thursday October 9, 2014 2:15pm - 3:15pm
Convene Times Square 810 7th Avenue, New York, NY 10019 23rd. Floor


Six Ideas in 60 Minutes

Six journalists will discuss the hows, whys and whens of their award-winning pieces.

Blake Ellis- The Financial Obstacles of Same-Sex Couples.

Kelli B. Grant- Million Dollars Enough for Retirement?

Mandi Woodruff- Common Financial Mistakes Millenials Make

Charlie Wells- Emergence of Tap to Pay Technology

Tim Mullaney, Writer, CNBC - Outliers of Healthcare

Jean Young, Senior Research Analyst, Vanguard - Data Visualization


Farnoosh Torabi

Contributing Editor, Money Magazine
Farnoosh Torabi is a personal finance expert, bestselling author, TV personality, and sought-after speaker. Her mission is to help people take control of their finances so they can live their richest, happiest lives. She has personally coached a wide range of audiences, from college students, to couples, to executives at Fortune 500 firms. Farnoosh is a contributing editor at Money Magazine and frequent... Read More →


Blake Ellis

Personal Finance Writer, CNNMoney
Blake Ellis is a senior personal finance writer at CNNMoney.com in New York, where she covers everything from banking and taxes to debt and homelessness. Her writing about the financial complications of same-sex marriage earned her the Excellence in Personal Finance Reporting Award from the Radio Television Digital News Association and the National Endowment for Financial Education, as well as the first place Excellence in Online Journalism Award... Read More →

Kelli B. Grant

Consumer Reporter, CNBC.com
As the consumer reporter for CNBC.com, Kelli B. Grant writes articles that help people make the most of their money. Catch her on CNBC’s Power Lunch and Closing Bell discussing her stories and the news of the day. Her video series $ave Me—with actionable advice regarding saving money and spending it wisely—airs on CNBC.com and local NBC news affiliates. Before joining CNBC.com in 2013, Kelli was the senior consumer reporter... Read More →

Tim Mullaney

Writer, CNBC

Mandi Woodruff

Personal Finance Reporter, Yahoo! Finance
Mandi Woodruff is the personal finance correspondent for Yahoo Finance. She's been a reporter for more than seven years, with the majority of her career spent covering the ins and outs of personal finance for a national audience. She got her start in personal finance as an editor at Business Insider, where her work was regularly syndicated by Slate.com, the Fiscal Times, Christian Science Monitor, AOL.com and, of course, Yahoo Finance. These... Read More →

Jean Young

Senior Research Analyst, Vanguard Center for Retirement Research
Jean Young is a Senior Research Analyst at the Vanguard Center for Retirement Research.  The Center conducts and sponsors research on retirement savings and retirement benefits in the US.  Its work is designed to assist employers, consultants, policymakers and the media in understanding developments in the U.S. retirement system.  The Center conducts its own research on individual savings and investment behavior, and collaborates... Read More →

Thursday October 9, 2014 3:15pm - 4:15pm
Convene Times Square 810 7th Avenue, New York, NY 10019 23rd. Floor


Closing Remarks and Wrap Up
Thursday October 9, 2014 4:15pm - 4:30pm
Convene Times Square 810 7th Avenue, New York, NY 10019 23rd. Floor