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A Non-profit Organization
Established in 1998, The Society was organized and operates exclusively for charitable and educational purposes and does not engage in any activity, which is not permitted by an organization exempt from taxation under Section 501(a) and described in Section 501(c) (3) of the Internal Revenue Code.

 


 

Downloadable brochure (PDF files, requiring Adobe Acrobat)

 

  Our Expertise
 

Our expertise is the development and presentation of customized financial education and professional development seminars and workshops.

The Society has developed and presented a series of seminars under the title of "Mind Over Money Skills," which includes "Credit Management” and “Personal Money Management” seminars for college students. Investor Education and Homeownership seminars are also presented.

The seminars, developed and presented by the organization, are designed to expose individuals to the fundamentals, strategies and the intricacies of personal financial management that they may not get elsewhere (or learn too late). Through these seminars individuals are gaining a better understanding of personal financial management and other economic topics as well as practical uses of financial management strategies and economic skills in everyday life. With this knowledge individuals are able to make informed decisions regarding credit, spending, saving, investing, retirement planning, estate planning, and other personal financial matters. Since inception, the organization has presented personal financial management seminars on the campuses of over 70 colleges and universities.

The U. S. Department of Treasury’s Office of Financial Education has recognized our seminars as having met the criteria for effective financial education programs as identified by that office.


 
SFE&PD Staff
Theodore R. Daniels
Founder and President
Una Daniels-Edwards
Vice President, Program Management
Ginie Lynch
Director of Communications
Candice Austin
Conference Consultant

SFE&PD Board Members
Dr. Donald Andrews
Dean, College of Business, Southern University and A&M College at Baton Rouge
Patrick Bell
Deputy Commissioner, Louisiana Department of Insurance
Scott Binder (Treasurer of the Board)
CEO, Small Favors Foundation, Inc.
Len Foxwell
Chief of Staff, Comptroller of the State of Maryland
Jacqueline Howard (Secretary of the Board)
Director, Corporate Citizenship, Ally Financial
Dr. Barbara C. Howard
(Retired) Vice President of Academic Affairs, Lake-Sumter Community College
Dr. Barbara Jones
Professor of Economics, Alabama A&M University
Michael Pugh (Chair of the SFEPD Board)
President and Chief Operating Officer, Carver Federal Savings Bank
Janice Rattley
Retired Federal Government Employee
Dr. Mary White
Department of Entrepreneurship and Professional Development, Jackson State University

SFE&PD Financial Educators
Kevin Butts
Marcus Creighton
Dywane Hall
Jamahl Johnson
Robert Kinzer
Alphonso Parker
Clivia Perla
Kim Stone
Keva Sturdevant
Frances Walker
Daphne Wright

SFE&PD Teacher Advisory Board
Susan Baudoin Bistransin
Betty Christian
Maddy Halbach
Charlotte McApline
Deirdre Ward


 
Copyright © 2014 Society for Financial Education and Professional Development. All rights reserved