Your Financial Flight Plan: Lessons from the Sky
Shannon Okinaka, Executive Vice President and former Chief Financial Officer of Hawaiian Airlines, will describe how the many challenges faced by airlines can help guide your personal financial planning. It will be a lively and informative conversation with Hawaii Business Editor and Executive Publisher Steve Petranik. Topics include creating the best flight plan for you and your family; making the right investments at the right time; creating alignment among your family and your advisors; adjusting to unexpected turbulence and much more.
Shannon Okinaka has more than two decades of financial and accounting leadership experience. From 2015 to September 2024, she served as Hawaiian Airlines’ Executive Vice President, Chief Financial Officer and Treasurer. She previously served as Vice President and Controller of Hawaiian Airlines from 2011 to 2015. Prior to joining Hawaiian Airlines, Okinaka worked for Hawaiian Electric Co. and Coopers & Lybrand/PricewaterhouseCoopers.
Colin Ryan
Speaker, Author, Educator
Colin Ryan is a nationally in-demand financial speaker, author, and award-winning storyteller. Colin helps people define and achieve their vision of financial success, through a positive message centered around one core idea: your ability to manage your money directly impacts your ability to have the life you want.
Financial success involves both knowing financial concepts—earning, borrowing, investing and saving—and knowing yourself—what you care about, how you grow, and what legacy you want to offer to others. This talk has plenty of inspiring stories, uplifting humor, and practical advice that will leave you feeling more confident in your financial skills and focused on your future.
Colin has been featured on CBS, NBC, PBS, NPR, and his work was included in Reader’s Digest’s “The Best Stories in America.” Colin has given more than 1,000 speeches to nearly 1 million people, and his mission is to spark "lightbulb moments" around our finances by focusing on the human side of money.
Attendees choose from five engaging breakout sessions tailored to various financial needs:
Retirement Planning: Strategies to help you achieve your retirement goals.
Getting Started: Essential tips for younger consumers on buying a home, setting up retirement accounts, and mastering budgeting.
Getting Back on Track: Guidance on recovering from financial setbacks and restoring financial security.
Kūpuna: Workshops focused on preserving wealth and avoiding fraud, especially for those who grew up before the digital age.
Financial Planning for Small Business: Tailored strategies for small business owners on effective financial management and scaling.
8:30 - 8:45 a.m.
Registration, Networking, Expo
8:45 - 10:00 a.m.
Opening Remarks
Keynote Speaker: Shannon Okinaka, Hawaiian Airlines
10:15 - 11:15 a.m.
Breakout Session I
Annuities and Self Directed IRAs as Part of a Retirement Strategy
The Possible Dream: Buying Your First Home in Hawaii
Budgeting to Get Back On Track
Leveraging Your Assets for Loan Power
11:30 a.m. - 12:30 p.m.
Breakout Session II
Best Strategies for the 401k/IRA Novice
Protect Yourself from Sneaky Schemes, Scams, and Fraud
Strategies for Financing & Scaling Your Small Business
12:30 - 1:30 p.m.
Lunch, Networking, Expo
1:45 - 2:45 p.m.
Breakout Session III
Balancing Act: Strategies for Generating Income from Retirement Savings
How You End Up Depends on How You Start
Building Your Credit from Scratch
YOU matter, do you have a care-receiving plan?
Financial Management 101 for Small Businesses
3:00 - 3:55 p.m.
3:55 - 4:00 p.m.
Closing Remarks
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See you at Money Matters Financial Conference
🗓️ Saturday, November 9, 2024
🕚 8:30 AM - 4:00 PM
📍 Mid-Pacific Institute