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We also encourage you to use the conference hashtag #SFEPDCONF19 and #LitFinancialLit on your social media outlets (Twitter, Facebook, Instagram, LinkedIn) during the conference.

WORKSHOP I:

MULTIMEDIA FINANCIAL APPLICATIONS

LINDA KEHN

Linda Kehn heads up strategic alliances for the Singleton Foundation and is an integral part of the executive team working on the launch of the Foundation’s media channel, Million Stories, launching early 2020.   The Singleton Foundation’s mission is to make financial competence fun and engaging for everyone by using the power of entertainment to capture attention, create change, promote entrepreneurship and to inspire individual achievement.

Linda previously was Founder of The Marketing Link in Los Angeles, which specialized in providing marketing, partnerships and new business development services to nonprofit, entertainment, and corporate clients that included; Scholastic, Sony Pictures, The Television Academy and Maria Shriver’s A Woman’s Nation.  She developed social-impact, educational initiatives for Facebook and Levi’s Corporation as part of her work with Scholastic.  

Prior to launching The Marketing Link, Linda led the DreamWorks Animation National Promotions team and oversaw the studio’s global corporate alliance partnerships over her nine year tenure at the studio.  As Vice President of National Promotions, Linda was responsible for the strategic development and implementation of promotions and partnerships for DreamWorks Animation’s Theatrical and Home Entertainment releases and Live Productions.  While at DreamWorks Linda oversaw major Superbowl, Olympics and Motor sports marketing campaigns tied to DreamWorks blockbuster films.

Linda holds an MBA and BA degree in business with an emphasis in marketing from California State Universities and has been awarded multiple Reggie and Telly Awards for her successful integrated marketing/promotional campaigns.  Linda guest lecturers at Pepperdine University in Malibu, speaking to their marketing classes on Entertainment Marketing.

WORKSHOP II:

FINANCIAL MISSTEPS AND SOLUTIONS

DR. MELISSA WEATHERSBY

Dr. Melissa Weathersby is a native of San Antonio, Texas. She is a published author and experienced professional speaker. Her professional career has encompassed management, entrepreneurship, and adult education. She is a recipient of the Who’s Who in San Antonio Top 100 Women honor, as well as the National Institute of Staff and Organizational Development Excellence Award for higher education. Her published doctoral dissertation provided assessment analysis and recommendations for establishing financial literacy in higher education. She is currently the program director for real estate in the Business and Entrepreneurship department at San Antonio College in San Antonio, Texas. She enjoys coaching and mentoring people in various areas such as leadership, personal finance, career guidance, writing books, and real estate. She currently owns and operates The Dynasty Group, Inc., a real estate and financial services company, as well as 5 Star Empowerment, a coaching and consulting firm for executives, leaders, and faith-based organizations globally. Her passion is teaching, motivating, and inspiring people to become the person God intended them.

TACY PAUL ROBY

Tacy Paul Roby, CFP® is a Client Advisor with Truist Private Wealth Management. She offers clients more than 22 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, lending, estate and charitable giving strategies. Tacy has earned the professional designation of Certified Financial Planner®. She grew up in five states and has lived outside of the U.S. twice. She is a graduate of the University of Michigan and received her masters from Johns Hopkins University. Tacy serves on the board of Montgomery Women. She is active with Bethesda Friends Meeting and Montgomery College. She is a member of the Certified Financial Planning Board of Standards and the Financial Planning Association. She and her family, including their dog and bird, live in Potomac, Maryland.

Tacy Paul Roby holds herself accountable to recommend strategies with your needs and goals in mind. Her practice focuses on women in financial transitions to help them regain their confidence after divorce or the death of a spouse. The strategies she recommends are supported not only by deep expertise from a team of specialists, but also highly attentive service and coordination of resources. Tacy takes the time to talk with you, get to know you and gain an understanding of the critical aspects of your financial life. Together with the team, she develops a holistic financial plan to meet your short- and long-term goals.

Karren Pope-Onwukwe

Karren Pope-Onwukwe is a prominent elder law and disability rights attorney, bar leader and community activist; her practice is centered around helping clients plan for aging, disability, and wealth transfer. Attorney Pope-Onwukwe also serves as General Counsel to small and non-profit business entities and towns.

Attorney Pope-Onwukwe earned a Bachelor of Arts degree from Eastern Kentucky University; a Bachelor of Science degree from the University of Maryland University College and a Juris Doctorate degree from the Georgetown University Law Center. Karren has been blessed with one adult son, Charles, Jr.

Karren received the 2012 Good Citizenship Award from the North Atlantic Region of Alpha Kappa Alpha Sorority, Inc. and the Maryland Governor’s Leadership in Aging 2012 Trailblazer Award.

In 2013, Karen was appointed Vice-chair of the National Bar association’s Elder Law Task Force. Ms. Pope-Onwukwe is past president of the Elder Law and Disability Rights Section council of the Maryland State Bar Association, and co-founder and past co-chair of the Elder Law Section of the Prince’s George’s County Bar Association.

WORKSHOP III:

MINIMIZING AND LIQUIDATION OF STUDENT LOAN DEBT

ATIA LINDLEY

Atia Lindley is an energetic, goal-oriented professional with over 18 years of management and leadership experience in financial aid administration. She has a reputation for delivery high quality student centric results. She began her career in Higher Education at her Alma mater, University of Central Florida, as a work study in the Financial Aid office. Since then, Atia has worked in a variety of capacities in the Higher Education industry. In a previous role at Sallie Mae Education Lending, Atia was charged with consulting schools from Orlando to The Florida Keys with best practices for their student financial services functions.

Atia Lindley is currently the Director of the Student Financial Management Centers at Georgia State University where she continues to drive innovation and student centric initiatives to further improve graduation rates and positive student outcomes.

Michelle Grajales

Michelle Grajales is a staff attorney in the Federal Trade Commission’s Division of Financial Practices. She handles enforcement matters and has also served as policy staff in the debt relief program area since 2008. Michelle coordinated a federal-state sweep in 2017 involving student loan debt relief operations and has served as lead attorney on two student loan-related lawsuits. Michelle started her career at the Kings County District Attorney’s Office, prosecuting misdemeanor and felony crimes in Brooklyn, New York.

Lori Trawinski

Rod Griffin is Director of Consumer Education and Advocacy for Experian. He is responsible for Experian’s national consumer education programs and outreach. Rod serves as an expert spokesperson on consumer issues, particularly credit reporting, credit scoring and identity theft, and is frequently quoted by national television, print, radio and online media including the New York Times, Washington Post, CBNBC.com, MSNBC.com, Time Magazine, and other national media outlets.

For more than two decades he and his team have published Ask Experian, the industry’s first online consumer credit advice column. He represents Experian on the JumpStart Coalition for Financial Education Board of Directors.

Rod holds a B.S. in journalism from the University of Kansas and has a Fair Credit Reporting Act certification from the Consumer Data Industry Association. You can find Rod on LinkedIn, on Twitter at @Rod_Griffin, on Periscope and as a frequent co-host of Experian’s #CreditChat.

Rod Griffin

Rod Griffin is Director of Consumer Education and Advocacy for Experian. He is responsible for Experian’s national consumer education programs and outreach. Rod serves as an expert spokesperson on consumer issues, particularly credit reporting, credit scoring and identity theft, and is frequently quoted by national television, print, radio and online media including the New York Times, Washington Post, CBNBC.com, MSNBC.com, Time Magazine, and other national media outlets.

For more than two decades he and his team have published Ask Experian, the industry’s first online consumer credit advice column. He represents Experian on the JumpStart Coalition for Financial Education Board of Directors.

Rod holds a B.S. in journalism from the University of Kansas and has a Fair Credit Reporting Act certification from the Consumer Data Industry Association. You can find Rod on LinkedIn, on Twitter at @Rod_Griffin, on Periscope and as a frequent co-host of Experian’s #CreditChat.

WORKSHOP IV:

COMMUNITY BANKS AND FINANCIAL LITERACY

Jeffrey A. Banks

For the past 30 years, Jeffrey A. Banks has been providing smart banking solutions for his clients in the National Capital Region. His focus has been on local and national firms, municipalities, professional service providers and non-profits including the faith-based community. Jeff is the Vice President for Community Services for United Bank, a locally based $20 Billion Community Bank with offices in seven states and the District of Columbia.

Jeff hails from Cincinnati, Ohio and was recruited to relocate to Washington, DC in 1988 to work at a local bank.

Jeffrey was appointed by Mayor Muriel Bowser to the DC Financial Literacy Council where he currently serves as Board Chair. He is the Co-Chair of the Office of State Superintendent of School’s DC Career Academy Network to provide pathways for DC High School Students to enter the financial services industries. He is the Finance Committee Chair for the Association for the Study of African American Life and History, a 104-year old national organization founded by Dr. Carter G. Woodson, The Father of Black History Month. He is a member of the Board of Trustees for Mosaic Theatre in Washington DC. Jeffrey sits on many other boards including the DC Children’s Trust to prevent child abuse and the Metropolitan Washington Bankers Group’s Executive Council. He has previously served on the Board of Trustees for the Potomac School in McLean, Virginia, WPFW Community Radio Station and the Woolly Mammoth Theatre. Jeffrey Banks has taught financial literacy classes in many public schools and to over 700 returning citizens or ex-offenders at Goodwill of Greater Washington. He has received many awards for community service from diverse groups like The Urban League, The Collective Empowerment Group and Cease Fire.

Jeffrey Banks has a Bachelor of Science Degree in Business from the University of Cincinnati. He is a member of Leadership Greater Washington’s Class of 2014. He is married to Stacie Lee Banks and they reside in Washington DC. He has two adult daughters, Jasmine Banks-Westbrook and Samarah Banks and four grandchildren.

Rod Griffin

​Jim Montes is a senior officer of Carver Federal Savings Bank and hold the title of First Vice President, Senior Counsel and Corporate Secretary. In addition, Jim also serves as President of Carver Community Development Corporation, one of the Bank’s subsidiaries. Prior to joining Carver Federal Savings Bank Mr. Montes was an attorney with the national law firm of Nixon Peabody LLP where he practiced corporate law concentrating his practice in public and project finance. Prior to becoming an attorney Mr. Montes spent approximately 20-years as a banker.

His tenure in banking included several years in retail branches and the bulk of his career as a commercial lender. Mr. Montes holds a BS from New York University and a law degree from Fordham University School of Law.

Sean Chrysostom

Sean earned his Bachelor of Business Administration Degree in Finance from Howard University in 1987. He has spent the over 30 years in commercial banking, with an emphasis in consumer and small business lending. Sean has been an advocate for greater financial education within social and faith-based organizations in the metro DC area. Sean is the Financial Access Educator in the Mid-Atlantic region of Capital One. Over the course of his career, Sean has seen the powerful impact that financial literacy has in elevating individuals and families from poverty to prosperity. He is a passionate advocate for helping individuals learn how to effectively handle money, credit, debt and risk. He has worked diligently to help create empowered communities while building financial dignity within individuals. Real financial dignity allows everyone the opportunity to be self-sufficient with the fundamentals to build their own businesses, buy homes, increase credit, and make better investment decisions. To better serve the needs of a broad array of clients, Sean has attained the following designations and certifications: Investment Adviser Representative (Series 65), AFCPE® Accredited Financial Counselor, and Credit Union National Association (CCUFC). The primary focus of his experience and training is contained in these core beliefs: Educate clients in sound financial principles Assist clients in the process of overcoming their financial indebtedness Help clients identify and modify ineffective money management behaviors Guide clients in developing successful strategies for achieving their financial goals Support clients as they work through their financial challenges and opportunities Sean and his wife Lori have been married for 32 years and have two children. Camille Chrysostom and Jordan Chrysostom. He is an avid tennis fan and is a board member of the Prince George’s Tennis & Education Foundation (PGTEF) and Emmanuel Temple Church.

WORKSHOP V:

INFUSION OF FINANCIAL EDUCATION IN FAITH-BASED TRAINING

Douglas LYNAM

A partner at LongView Asset Management, LLC, in Santa Fe, NM, Doug is an industry thought leader in ethical and sustainable investing. He founded the ESG Fiduciary™ Institute and has built pioneering environmentally and socially responsible institutional retirement plans.

Profiled in numerous media outlets such as the New York Times, Kiplinger’s, CNBC, Entrepreneur, and The Street, Doug brings a unique perspective to the world of finance. His new and ground-breaking book, From Monk To Money Manager: A Former Monk’s Financial Guide To Becoming A Little Bit Wealthy – And Why That’s Okay, receives enthusiastic reviews for its wisdom and thought provoking insights told with humility and humor.

Doug is a self-proclaimed “Suffering Prevention Specialist,” as well as a cartoonist, writer, and lecturer. He was vice president of a search and rescue team, attended Marine Corps Office Candidate School, was ordained as a Benedictine monk by Fr. Richard Rohr, and taught math and science for 18 years while in the monastery. He continues to provide pro bono advice to low-income families and has won awards for his volunteer efforts for the homeless.

“A monk, a Marine, and a money manager walk into a bar . . . actually, they wrote a book and they are all the same person! Doug Lynam is one of the most interesting people I know.”- Scott Dauenhauer.

Cheryl DeMarco

Cheryl DeMarco is the project manager for Lancaster Theological Seminary’s “Managing Student Debt for Vitality In Ministry and Life.” Prior to her work at Lancaster Seminary, she was the Education Coordinator at Tabor Community Services in Lancaster PA teaching and facilitating money management classes for clients and the public.

Cheryl has a BS in Education, and taught kindergarten to post-graduate courses during her long teaching career. She also has a JD, and worked for eleven years as a litigation attorney in a New Jersey Prosecutor’s Office.

Gay L. Byron

The Rev. Dr. Gay L. Byron is Professor of New Testament and Early Christianity and former Associate Dean of Academic Affairs at the Howard University School of Divinity in Washington, DC. She served as the PI for the Lilly-sponsored grant dealing with Economic Challenges Facing Future Ministers from 2015-2018.

Dr. Byron’s scholarship focuses on the origins of Christianity in ancient Ethiopia, and she is the recipient of several fellowships for her research, which identifies and examines ancient Ethiopic (Ge`ez) sources for the study of the New Testament and other early Christian writings. She is the author of Symbolic Blackness and Ethnic Difference in Early Christian Literature (Routledge Press) and co-editor of Womanist Interpretations of the Bible: Expanding the Discourse (Society of Biblical Literature Press).

She is also an ordained minister of the Word and Sacrament (Teaching Elder) in the Presbyterian Church (U.S.A.). She preaches and leads workshops throughout the country for a variety of denominational bodies, and lectures at theological schools and universities on topics dealing with race, ethnicity, and the Bible; African American and womanist biblical interpretation; Ethiopic manuscripts; and early Ethiopian Christianity. She holds degrees from Florida State University (B.S.), Clark Atlanta University (M.B.A.), and Union Theological Seminary in New York City (M.Div. and Ph.D.).

WORKSHOP VI:

IMPROVING FINANCIAL CAPABILITY FOR PEOPLE WITH DISABILITIES

Michael Morris

Michael Morris, JD is the founder and Executive Director of the National Disability Institute. He is a former legal counsel to the US Senate Subcommittee on Disability Policy and is a key architect of the ABLE Act. He serves as a subject matter expert on financial inclusion and poverty reduction concerning youth and young adults with disabilities to the FDIC, IRS, National Council on Disability, US Departments of Education and Health and Human Services and multiple state ABLE programs. He was the first Kennedy Foundation Public Policy Fellow and worked in the office of Senator Lowell Weicker (CT).

Mr. Morris is the co-founder of the Real Economic Impact Tour and Network which, since 2005,
has assisted more than 2 million low-income individuals with disabilities access the Earned Income Tax Credit and receive more than $1.8 billion dollars in tax refunds. He received his undergraduate degree in political science with honors from Case Western Reserve University in Cleveland, Ohio, and his law degree from Emory University School of Law in Atlanta, Georgia.
Mr. Morris co-authored two publications for the National Council on Disability: The State of
21st Century Long Term Services and Supports: Financing and Systems Reform for American with Disabilities (2005), and The State of 21 st Century Financial Incentives for Americans with Disabilities (2008). In 2014 and 2017, he co-authored the National Report on the Financial Capability of Adults with Disabilities, based on data analyzed from the FINRA Financial Investment Education Foundation. In 2015 and 2017, he co-authored reports on Banking Status and Financial Behaviors of Adults with Disabilities, based on data analyzed from the FDIC’s National Survey of Unbanked and Underbanked Households.

In 2015, Mr. Morris helped establish the ABLE National Resource Center, a collaborative of 25 of the leading national nonprofit disability organizations. The Center’s website is the leading independent source of information about state ABLE programs and since 2017 has had over one million page per views (www.ablenrc.org).

WORKSHOP VII:

PEER-TO-PEER FINANCIAL EDUCATION

Andrea Ferrero

Andrea Ferrero is working to change the way finance is taught across all ages. Too often finance education focuses on formulas and figures. Andrea believes it’s time for us to get beyond the budgeting worksheet to fostering financial habits and skills that resonate with a learners personal identity. She brings over a decade of experience in teaching and learning, curriculum and program development, and community capacity building together to design award winning educational programs and digital products. Andrea currently leads Pockets Change. Working with schools, organizations, and businesses to make finance fun through innovative educational approaches and meaningful edtech tools. She has served as a delegate to the World Innovation Summit in Qatar, the ASCD Supervision and Curriculum Development Delegation in China, the Multi-Age Learning Institute in New Zealand, and the Mozilla Open Leaders in England. Andrea is a board member of the California Jump$tart Coalition and a member of the Association for Financial Counseling & Planning Education. She received a B.S. in Elementary Education from Northern Arizona University, and two Master’s in Educational Leadership and Curriculum & Instruction with Multicultural Contexts from Azusa Pacific University. She also holds a teaching credential in PreK-12th grade multiple subjects. Andrea knows that when we inspire and empower learners we really make finance personal.

WORKSHOP VIII:

INNOVATIVE NATIVE AMERICAN FINANCIAL EDUCATION PROGRAMS

Karen Richman

Karen Richman, a cultural anthropologist, received her Ph.D. in Anthropology at University of Virginia in 1992. Richman is the author of Migration and Vodou (2005, 2018 second edition), of numerous articles and book chapters on Haitian and Latino migration, religion, family, economy and expressive culture. Richman has also collaborated with civil engineers and political
scientists in an applied project on climate change, notions of causality and housing security in Haiti, which is funded by the National Science Foundation. In 2004, Richman expanded her research focus to Mexican transnational migration and strategies for retirement in transnational Latinx families. She has been principal investigator of an interdisciplinary project funded by the National Endowment for Financial Education exploring Latino family, gender and retirement savings.

Richman is the Director of Undergraduate Studies at the Institute for Latino Studies at University of Notre Dame, a concurrent faculty in the Romance Languages and Literatures Department and Anthropology Department, affiliated faculty in Africana Studies and Gender Studies, and a fellow of the Kellogg Institute for International Studies and the Eck Institute for Global Health at the University of Notre Dame. She won the Rev. Edmund Joyce Award for
Undergraduate Teaching in 2105.

Tawny Wilson

An enrolled member of the Sicangu Lakota Oyate (Rosebud Sioux Tribe) born and raised on the Rosebud Indian Reservation in Rosebud, South Dakota, Tawny began her non-profit career with First Nations Development Institute in June of 2014. As a member of First Nations’ Native Agriculture and Food Systems Initiative (NAFSI) team, she worked with other staff members on projects that aimed to strengthen local food-system control; increased access to local, healthy and traditional foods; decreased food insecurity and food deserts; expanded knowledge of the linkages between foods and Native cultures; and/or contribute to tribal economic growth and development of entrepreneurially-related food ventures.

In October of 2018, she joined the First Nations Oweesta team to continue in supporting and building economic growth and development, providing culturally-appropriate training programs to help Native organizations establish and sustain financial education and capacity-building in Indigenous communities. Prior to joining First Nations Development Institute and First Nations Oweesta Corporation, Tawny spent over a decade in various roles in the finance industry as a licensed mortgage broker, banker and sales manager. She received her Master’s Degree in Public Policy from the University of Massachusetts Dartmouth in May of 2013, with a concentration in Environmental Policy, and a Bachelor of Science degree from the University of South Dakota in 2002, with a major in Business Administration and a minor in American Indian Studies.

She resides with her husband and six children in Denver, Colorado, and in her spare time enjoys traveling back to the homelands, co-leading Girl Scout Troop #66796 (also known as the Believers) and short walks along the creek.

Dara Duguay

Dara Duguay, is the CEO of Credit Builders Alliance (CBA). Prior to joining CBA, she ran her own consulting practice and advised clients such as TD Bank, the World Bank Group, Experian, Visa, and SunTrust Bank on their financial education efforts. Ms. Duguay was also the Director of Citi’s Office of Financial Education and oversaw a $200 million global commitment. Preceding her work at Citi, she served as the Executive Director of the Jump$tart Coalition for Personal Financial Literacy, which advocates for increased financial education for youth. She started work in the field as the Director of Education for the Consumer Credit Counseling Service of Los Angeles.

Ms. Duguay is considered a national expert on personal finance. Her media experience includes interviews in major U.S. print publications and she has regularly appeared as a guest on many national television and radio networks. She is the author of three critically acclaimed personal finance books: The Citi Commonsense Money Guide for Real People; Please Send Money: A Financial Survival Guide for Young Adults on Their Own; and Don’t Spend Your Raise: And 59 Other Money Rules You Can’t Afford to Break.

An accomplished public speaker, Ms. Duguay has spoken at hundreds of major conferences, including: the G8 summit in Moscow on financial literacy; the European Commission’s summit on financial capacity; the OECD annual meeting; the National Association of State Treasurers; the Society of American Business Editors and Writers; and the American Bankers Association.

Among her many accomplishments, Ms. Duguay has received the Medal of Merit from the U.S. Treasury’s Savings Bond Volunteer Committee and was appointed to the National Assessment of Educational Progress (NAEP) Economics Steering Committee. She is currently a finalist to serve on the CFPB’s Consumer Advisory Board.

Ms. Duguay received her B.A. in Communications from the University of Michigan and received her M.A. in International Relations from Schiller University in Paris, France. She currently resides in Washington, DC.

WORKSHOP IX:

STRATEGIES FOR MANAGING FINANCIAL MATTERS DURING A NATIONAL DISASTER (TOOLS AND RESOURCES)

William J. Congdon

William J. Congdon, a principal research associate in the Center on Labor, Human Services, and Population at the Urban Institute, is a labor economist with more than a decade of experience conducting and applying research to inform economic and social policy. His work focuses on labor market policy, social insurance, and the safety net. Congdon was previously a senior economist at the Council of Economic Advisers. He also was a fellow and founding member of the White House Social and Behavioral Sciences Team, an Obama administration initiative that translated insights from behavioral economics research to a wide range of policy issues. Congdon was also chief economist at the nonprofit organization ideas42 and a research director at the Brookings Institution. He holds a PhD in economics from Princeton University.

Nisah Abdul-Sabur

Nisah Abdul-Sabur is an Emergency Management Specialist at the Federal Emergency Management Agency (FEMA), Individual and Community Preparedness Division (ICPD). She joined ICPD in January 2018 after serving as a Presidential Management Fellow (PMF) from 2016 to 2018. 

Nisah currently leads ICPD’s national financial preparedness initiative, which aims to provide individuals and communities with information and tools that will help them prepare financially for an emergency or disaster. In addition to her experience at FEMA, she has served as a program manager and AmeriCorps volunteer for City Year Philadelphia and a Peace Corps Volunteer (PCV) in South Africa. Nisah received a B.S. from Florida Agricultural and Mechanical University (FAMU) and a M.S.W. from the University of Maryland, Baltimore. She is a native of Lansdowne, Pennsylvania.

 

LaShaun Warren

LaShaun Warren currently serves as the Deputy Assistant Director, Consumer Engagement at the Consumer Financial Protection Bureau (CFPB), where she provides Americans with the information they need to make more informed financial decisions. She engages with the public to understand the challenges they are facing in the financial market place and develops resources to leave people one step better off. LaShaun is passionate about helping others and holds a certificate in financial planning from Georgetown University and an MBA with a concentration in Finance from George Washington University.

WORKSHOP X:

TECHNOLOGY AND FINANCIAL LITERACY APPLICATIONS

William J. Congdon

William J. Congdon, a principal research associate in the Center on Labor, Human Services, and Population at the Urban Institute, is a labor economist with more than a decade of experience conducting and applying research to inform economic and social policy. His work focuses on labor market policy, social insurance, and the safety net. Congdon was previously a senior economist at the Council of Economic Advisers. He also was a fellow and founding member of the White House Social and Behavioral Sciences Team, an Obama administration initiative that translated insights from behavioral economics research to a wide range of policy issues. Congdon was also chief economist at the nonprofit organization ideas42 and a research director at the Brookings Institution. He holds a PhD in economics from Princeton University.

Flo Falatko

Flo Falatko is a Magnet Resource Teacher at Cromwell Valley Elementary Magnet School in Baltimore County, Maryland. Flo is passionate about teaching math and infusing financial literacy concepts in her lesson plans, from teaching her students about the stock market to creating a classroom economy where students earn class currency for jobs and can spend their earnings at the class store Flo graduated from the University of New Hampshire with a B.A. degree in Economics, earned her Masters in the Art of Teaching from Towson University, and was a 2016 recipient of the Presidential Award for Excellence in Mathematics and Science Teaching.

Jeannette N. Bennett

Jeannette Bennett, Senior Economic Education Specialist for the Federal Reserve Bank of St. Louis- Memphis Branch, is a national award winner for the teaching of economics. She has worked for the Federal Reserve for fifteen years following several years as a public school administrator. Jeannette has earned degrees in education, curriculum and administration. She also has experience in teaching at grade levels ranging from elementary to college level. Jeannette has received national recognition as author of numerous articles, publications, lesson plans and curriculum guides.

Susan D. Baudoin-Bistransin

Susan D. Baudoin-Bistransin, is a Family and Consumer Sciences teacher from Prince George’s County, MD who holds a Master’s Degree in Curriculum and Instruction. A veteran of 33 years of teaching, she has taught Financial Literacy for 23 years and considers it one of the most important courses taken by students. She has been a Teacher Ambassador for the EverFi Financial Scholars program, a National Master Educator for the Take Charge Today Curriculum and utilizes the expertise of Maryland Council on Economic Education in many of her classroom activities. She was awarded the “Financial Literacy High School Teacher of the Year” honor by the Md. State Department of Education in 2015. She is also the teacher coordinator for the student-run Capital One Bank branch at Parkdale High School.

Susan co-wrote the first Financial Literacy for Teens curriculum for Prince George’s County Family and Consumer Sciences and it is fully aligned with the MSDE Financial Literacy standards. She is also a member of the writing team for the online Financial Literacy course which is available to all students in the state of Maryland as a one-credit high school course. Susan served as a teacher advisor for the new FDIC Money Smart curriculum, published in 2015. She currently works with the Society for Financial Education and Professional Development to promote financial education throughout the country.

WORKSHOP XI:

STRESS AND FINANCIAL DECISION-MAKING

Gary R. Mottola

Gary R. Mottola is the Research Director for the FINRA Investor Education Foundation and a social psychologist with over 20 years of research experience, much of which was spent in the financial services industry. In his role at the FINRA Foundation, he oversees and conducts research projects aimed at better understanding financial capability in America, protecting investors from financial fraud, and improving financial disclosure statements.

Dr. Mottola received his B.A. from the University at Albany, his M.A. from Brooklyn College and his Ph.D. from the University of Delaware. He was a visiting scholar at Wharton in 2006 and is an adjunct professor of statistics in Villanova University’s Economics Department.

Jeannette N. Bennett

Jeannette Bennett, Senior Economic Education Specialist for the Federal Reserve Bank of St. Louis- Memphis Branch, is a national award winner for the teaching of economics. She has worked for the Federal Reserve for fifteen years following several years as a public school administrator. Jeannette has earned degrees in education, curriculum and administration. She also has experience in teaching at grade levels ranging from elementary to college level. Jeannette has received national recognition as author of numerous articles, publications, lesson plans and curriculum guides.

Dana Hammonds Shuler

Dana Hammonds Shuler, Senior Director of Player Affairs and Development with the NFL Players Association, is responsible for the strategic design and development of programs and resources help players transition into and throughout their playing careers. These programs include financial literacy and security, professional development, career counseling and wellness initiatives.

A thirty year veteran of the NFLPA, Dana has served in numerous roles including
Director of Financial Programs where she had direct oversight of the Financial Advisor Registration Program and legal manager where she was responsible for the administration of a $110 million settlement fund for over 2000 recipients. It was during her tenure as a legal manager that she developed a passion for helping players preserve the wealth they achieved during their playing careers.

Under Dana’s leadership, the NFLPA has been the recipient of many awards for its financial education initiatives including the Pension and Investment’s Eddy Award, Benefits Leadership in Retirement Award and the PSCA Signature Award for financial wellness. In addition, Dana assisted in the development of the NFLPA Registered Player Financial Advisors Program, which is the first of its kind in professional sports. Her passion is serving players and ensuring they maximize the opportunities and wealth they achieve during their playing careers to sustain a life of financial independence. Dana holds a bachelor’s degree in legal studies from the University of Maryland, University College; a master’s degree in personal financial planning, from the College For Financial Planning and a graduate certificate in Strategic Leadership and Management from Michigan State University.

WORKSHOP XII:

WINNING TAX STRATEGIES: THE TAX AND JOBS ACT OF 2017

William J. Congdon

William J. Congdon, a principal research associate in the Center on Labor, Human Services, and Population at the Urban Institute, is a labor economist with more than a decade of experience conducting and applying research to inform economic and social policy. His work focuses on labor market policy, social insurance, and the safety net. Congdon was previously a senior economist at the Council of Economic Advisers. He also was a fellow and founding member of the White House Social and Behavioral Sciences Team, an Obama administration initiative that translated insights from behavioral economics research to a wide range of policy issues. Congdon was also chief economist at the nonprofit organization ideas42 and a research director at the Brookings Institution. He holds a PhD in economics from Princeton University.

Daphne Wright

Daphne is a certified life coach working in the area of personal finances. She is a CERTIFIED FINANCIAL PLANNER™ professional and a CPA. She share that her 20+ years of experience in client consulting helped develop her acumen for coaching. It became clear to her that traditional financial advising methods were insufficient to address the broad spectrum of issues that contribute to economic challenges.

She is a strong adherent of behavioral economics and views its insights as valuable in dealing with the root causes of persistent financial problems. She founded Strides Life Enrichment Concepts, LLC (STRIDES) to help people enact changes in their economic lives using more holistic approaches. STRIDES provides financial coaching and nontraditional financial education to help with developing proper mindsets and skillsets for improved economic decision-making.

Along with other financial education projects she has served as a seminar presenter for SFE&PD since 2005. She has partnered recently with SFE&PD to develop coaching programs for faith-based institutions of higher learning and to provide individual financial coaching to seminary students.

Daphne completed her formal coach training, focused in field of applied positive psychology, and obtained certification in personal development and executive coaching from the Coaching and Positive Psychology (CaPP) Institute. She earned a Bachelor of Science Degree in Finance from the University of Maryland and a Masters in Financial Services from the Institute of Business and Finance. She is actively and separately engaged in providing financial advice as an independent advisor and tax professional.

WORKSHOP XIII:

FINANCIAL KNOWLEDGE FOR THE ELDERLY

Genevieve Waterman

Genevieve Waterman is a senior manager who leads the Economic Security Initiative which offers innovative programs to help older adults create a plan to build their own economic security. In addition, she provides technical assistance to the Center for Benefits Access’ Benefits Enrollment Centers, which use person-centered strategies in a coordinated, community-wide approach to help low-income seniors access benefits. Ms. Waterman is a researcher for the Latino and Economic Security Research Project, where she examines wage disparities among Latinos and future implications for the aging population. Prior to joining NCOA, Waterman was a senior research analyst at Optimal Solutions Group where she served as a task lead that provided support to the Medicare Beneficiary Ombudsman’s initiatives.

She received her Master of Aging Services Management from the University of Southern California Davis School of Gerontology and a Master of Applied Gerontology from Towson University’s Center for Productive Aging.

Luke W. Reynolds

Luke W. Reynolds is Chief of Outreach & Program Development at the FDIC. Luke’s team develops, enhances, and promotes FDIC’s financial education resources. He and his team also conceptualized and implemented the Youth Savings Pilot and Adopt-a-School Pilot. Luke has authored or contributed to publications for diverse audiences, including co-authoring the longitudinal evaluation of Money Smart. He has also helped senior foreign leaders develop a national financial education program. During details as an Acting Associate Director, he led the Community Affairs Branch in refocusing to foster bank-community collaborations that promote community development and economic inclusion, while establishing processes to manage operational risk.

Luke is a Deputy Ethics Counselor, Commissioned Bank Compliance Examiner, Certified Regulatory Compliance Manager, and licensed attorney. His awards include the FDIC Chairman’s Individual Excellence and Chairman’s Team Excellence Awards and Divisional Manager of the Year Award. Mr. Reynolds, a native Oregonian, holds a baccalaureate degree with High Distinction from Indiana University where he studied public financial management and economics and a Juris Doctor (J.D.) degree from Loyola Marymount University Law School in Los Angeles.

Julius Mack Willis Sr.

A NATIVE OF FORSYTH, GA., JULIUS MACK WILLIS, SR WAS BORN TO THE PARENTAGE OF CAPT. (U.S. ARMY) AND MRS. GEORGE WILLIS, BOTH FORSYTH NATIVES. A GRADUATE OF HUBBARD SCHOOL SYSTEM IN FORYTH, GA. AND A GRADUATE OF FT. VALLEY STATE UNIVERSITY WITH BS IN POLITICAL SCI.; MINOR ECONOMICS WHERE HE SERVED AS VICE PRESIDENT OF JR. & SR. CLASSES. HE EARNED A MBA FROM GA. STATE UNIVERSITY IN FINANCE AND MARKETING AS WELL AS POST GRADUATE STUDIES IN “PROJECT MANAGEMENT” AT GEORGE WASHINGTON U., WASHINGTON, D.C.

WILLIS, WAS A COMMISSIONED CAPTAIN IN THE US ARMY RESERVE AFTER SERVING ACTIVE DUTY AS 1ST LT. IN THE SIGNAL CORPS AT TAEGUE, KOREA. GRADUATED IN TOP 5% OF CLASS AT “INFANTRY OFFICER CANDIDATE SCHOOL” AT FT. BENNING, GA. SERVICE LOCATIONS ALSO INCLUDE: FT. DIX, N.J, FT. LEONARDWOOD, MO., FORT GORDON, GA. HE RETIRED IN JUNE OF 2002 FROM IBM AFTER SUCCESSFUL CAREER IN VARIOUS MARKETING, DIVISION HQ, CORPRATE HQ MARKETING AND FINANCIAL ADMINISTRATION POSITIONS: ATLANTA, TENNESSEE, NEW JERSEY AND NEW YORK.

WILLIS IS CURRENTLY THE OWNER, PRESIDENT AND CEO OF SUMMERSET ASSISTED LIVING COMMUNITY: AN UPSCALE ASSISTED LIVING COMMUNITY LOCATED IN THE SW AREA OF ATLANTA. THIS BUSINESS IS 18 YRS OLD AND HAS 107 GUEST SUITES, A 4000 SF THEATER / MULTI PURPOSE ROOM & 85 EMPLOYEES. HE IS ALSO THE OWNER OF WILLIS PROPERTIES, INC.: INCLUDES MULTIPLE RENTAL PROPERTIES IN AND AROUND THE METRO ATLANTA AREA.
IN 2011, WILLIS WAS SELECTED AS BUSINESS PERSON OF THE YEAR BY THE METRO ATLANTA AREA CHAMBER OF COMMERCE FROM MORE THAN 200 CANDIDATES. HE IS ALSO A FOUNDING MEMBER OF “THE CEO ROUND TABLE”: A GROUP OF LOCAL CEO’S WHICH MEETS MONTHLY TO DISCUSS/DEBATE BUSINESS CHALLENGES / ISSUES AND ENTREPRUNUERAL OPPORTUNITIES.

WORKSHOP XIV:

DO YOU NEED A FINANCIAL COACH?

Linda Stroman

Linda Stroman brings years of service in the areas of personal financial management, human resource management, training and development, employability and life skills services and personal and group coaching. Ms. Stroman’s career started in human resources management as a generalist and specialist in the areas of benefits administration, recruitment employee relations and training and development. She is the founder and owner of Lasting Change Life Coaching, LLC and provides services on a national level including the Washington, DC metropolitan area. She believes in empowering individuals from all walks of life and has a deep passion for working with returning citizens or justice exposed and domestic violence survivors. Ms. Stroman enjoys over 11 years in the areas of financial and life coaching. She also mentors several individuals and couples in the DMV area. Job readiness training and coaching are also areas of expertise and she is providing career planning training for Prince Georges County’s 2019 summer youth program. Ms. Stroman holds a Bachelor of Science degree in Business Administration with a concentration in Management. She completed minors in Sociology and Black Studies. Ms. Stroman currently resides in Maryland.

Daphne Wright

Daphne is a certified life coach working in the area of personal finances. She is a CERTIFIED FINANCIAL PLANNER™ professional and a CPA. She share that her 20+ years of experience in client consulting helped develop her acumen for coaching. It became clear to her that traditional financial advising methods were insufficient to address the broad spectrum of issues that contribute to economic challenges.

She is a strong adherent of behavioral economics and views its insights as valuable in dealing with the root causes of persistent financial problems. She founded Strides Life Enrichment Concepts, LLC (STRIDES) to help people enact changes in their economic lives using more holistic approaches. STRIDES provides financial coaching and nontraditional financial education to help with developing proper mindsets and skillsets for improved economic decision-making.

Along with other financial education projects she has served as a seminar presenter for SFE&PD since 2005. She has partnered recently with SFE&PD to develop coaching programs for faith-based institutions of higher learning and to provide individual financial coaching to seminary students.

Daphne completed her formal coach training, focused in field of applied positive psychology, and obtained certification in personal development and executive coaching from the Coaching and Positive Psychology (CaPP) Institute. She earned a Bachelor of Science Degree in Finance from the University of Maryland and a Masters in Financial Services from the Institute of Business and Finance. She is actively and separately engaged in providing financial advice as an independent advisor and tax professional.

Heather Brown

Dr. Brown is a Financial Education Impact Specialist for the Consumer Financial Protection Bureau working in their Office of Financial Education. She manages the Financial Education Exchange (FinEx) program (visit https://www.consumerfinance.gov/practitioner-resources/adult-financial-education/).

The CFPB FinEx program provides training, conferences, bulk educational materials, research and other resources to financial education practitioners. All CFPB financial literacy resources are free. Dr. Brown has over 18 years of experience in adult education, marketing, human resources and project/program management. Prior to working at CFPB she worked as a contractor at the Office of the Comptroller of the Currency and she also owned her own training business which she sold in 2011.

Dr. Brown earned her Doctoral degree in Adult and Continuing Education from Virginia Tech. She has an MBA from George Mason, a Juris Doctor from Concord Law School and a B.S. in Marketing from Old Dominion University. She is also a certified Project Management Professional (PMP) and a certified Senior Professional of Human Resources (SPHR).

WORKSHOP XV:

WHAT EVERY MILLENNIAL AND EVERY GEN Z SHOULD KNOW

Laura Matrazzo

An active advocate of financial literacy and a 2018 graduate of Clemson University, Laura Matrazzo served as Miss North Carolina 2018. Laura has been presented the Wells Fargo Community Impact Award and the Miss America Community Service Award for her work with the necessary life skill of financial management and the implementation of her “Money Talks: Student-Focused Principles of Financial Management” in communities across the state. Laura has spoken about financial literacy to a vast array of audiences throughout North Carolina, from business owners and members of the Resident Lenders Association of North Carolina to assemblies of kindergarteners. During her year as Miss NC Laura made over 300 appearances and traveled over 35,000 miles. Thanks to the Miss America Organization, Laura eliminated her own student debt when she was awarded nearly $31,000 in scholarships. With experience in social media marketing, fundraising, and public speaking, Laura looks forward to a successful professional career post pageant life.

Natasha Sara Abellard

Natasha Sara Abellard is a Haitian-American reporter, host, video producer, and content creator originally from Brooklyn, New York. A storyteller by nature, some of Natasha’s most best work has been featured on The Grio, USA Today, Black Enterprise, AOL, TIME Inc, and other notable outlets.

As a member of Delta Sigma Theta Sorority, Inc., Natasha is very passionate about community service, especially mentorship for the youth. In her spare time, you can catch Natasha on a travel and food adventure as those are two of her favorite things, especially when combined.

Natasha graduated from Spelman College with a B.A. in English as a Bill & Melinda Gates Millennium Scholar. She went on to receive her M.A. in Multimedia Journalism from New York University.

Brandy Baxter

Brandy is the Owner of Living Abundantly where she coaches families to shift their mindset and bring future goals into present reality. Brandy is a dynamic and engaging speaker who leaves audiences energized and motivated. As a Facilitator, she leads groups through various courses that challenge them to take ownership of their money, their mind, and their mission in life. When she is training a group, she knows how to take the technical and make it understandable.

Brandy is an Accredited Financial Counselor®, a Financial Fitness Coach®, has a B.A. in Communication, a M.S. in Management, is a Certified Executive Coach, and is currently pursuing a Doctorate degree in Strategic Leadership.


She is the author of the book, The Three Little Divas™ Reach Your Money Goals in 3 Steps Before You Huff and Puff and Blow Your Next Paycheck Away, the first book in a series about three women and their money habits. The book has made an impact on women of all ages, from school aged to retirement.

Brandy is also the co-founder of Black Girl Financial Magic, an organization that supports and promotes women of color who work or have businesses in personal finance and related fields.
In addition to serving her community by providing financial education, Brandy is very involved in her local veteran and military community. She is a veteran of the United States Air Force, a spouse of an Air Force veteran, and strives to be a servant leader in her community.

WORKSHOP XIV:

SUPERCHARGE YOUR BOARD AND ENGAGE BLACK PHILANTHROPISTS

Tony Beall

Tony is a trusted and award winning social enterprise leader celebrating 20 years of diverse nonprofit experience; serving organizations all across the United States. His guidance and leadership has catapulted organizations to greater levels of sustainability, community engagement and mission relevance.

In 2010, Tony realized a vision and launched Mister Nonprofit Consultancy, Inc., a consulting firm focused on social change through the regional and global development of social enterprise. It is through his work as “Mister Nonprofit” that he connected locally with the Sanford Institute of Philanthropy (SIP) at National Leadership Institute as a regional trainer and then joined SIP’s national training cadre in the summer of 2018.

Tony’s stellar reputation is the result of an undeniable passion for social change, proven creative strategies and uncompromising commitment to excellence. He resides in Fort Lauderdale, FL.

Flo Falatko

Flo Falatko is a Magnet Resource Teacher at Cromwell Valley Elementary Magnet
School in Baltimore County, Maryland. Flo is passionate about teaching math and
infusing financial literacy concepts in her lesson plans, from teaching her students about the stock market to creating a classroom economy where students earn class currency for jobs and can spend their earnings at the class store

Flo graduated from the University of New Hampshire with a B.A. degree in Economics, earned her Masters in the Art of Teaching from Towson University, and was a 2016 recipient of the Presidential Award for Excellence in Mathematics and Science Teaching.

Robert A. Marchman

In May 2018, Mr. Marchman assumed the role of Special Advisor to the Head of the Department of Enforcement. His responsibilities include providing advice and guidance to the Department Head on a variety of programmatic, operational and policy issues related to the FINRA’s recently merged enforcement programs including matters pertaining to FINRA’s Regulatory Service Agreement clients. Mr. Marchman also continues to play a major role in providing guidance to FINRA senior management with regard to its diversity and inclusion efforts including serving as the Executive Sponsor for the newly formed Generations Employee Resource Group and the Executive Diversity Leadership Council. In addition, Mr. Marchman is a regular speaker on financial services regulation as well as diversity and inclusion issues. In June 2010, Mr. Marchman joined the Financial Industry Regulatory Authority (FINRA) as Executive Vice President and Head of the Market Regulation Department’s Legal Group (the Group prosecutes violations of market rules and federal securities laws such as the recent significant disciplinary actions involving manipulative high-frequency trading activity) in the continuation of a career devoted exclusively to protecting the interests of the investing public. Prior to joining FINRA, Mr. Marchman headed the New York Stock Exchange Regulation’s Enforcement Division and Regulatory Risk Group as well as its Market Surveillance Department. During his tenure at the NYSE Mr. Marchman directed several high profile and significant securities regulation disciplinary actions including the research analysts conflict of interest and specialist trading ahead cases, developed and implemented a new regulatory risk assessment program and lead the surveillance department in the implementation of new and robust surveillances through a period of challenge and disruption at the NYSE. Mr. Marchman also served as Chairman of NYSE Diversity Council from its inception in 1999 until his departure from the NYSE. In his role as Chairman he played a critical role in leading important Exchange initiatives such as recruitment and retention efforts, mentoring, financial literacy programs and outreach to communities of color. Prior to joining the NYSE in 1989, Mr. Marchman was a Branch Chief in the U.S. Securities and Exchange Commission’s Division of Enforcement in Washington, D.C., where he started his stellar legal career in 1983. Mr. Marchman is a magna cum laude graduate of Allegheny College, where he was inducted into Phi Beta Kappa and received his J.D. from the University of Pennsylvania Law School. In addition, Mr. Marchman attended Harvard Business School’s Program for Management Development. Mr. Marchman’s involvement in civic affairs includes board membership service for organizations such: as Allegheny College (Board of Trustees); Operation HOPE (financial literacy for children and adults); PFLAG (social justice); the NSHSS Foundation (educational opportunities for underrepresented high school students in the sciences); CEE (financial literacy for children and adults); University of Pennsylvania Law School Board of Managers; Maplewood Township Zoning Board; and the Community Coalition on Race of South Orange – Maplewood (Chairman). Marchman has also served on a number of the South Orange – Maplewood School District committees and is a Lector at Our Lady of Sorrows Church in South Orange, NJ. Mr. Marchman, the first African-American Executive Vice President at the NYSE, has been the recipient of awards for professional accomplishments as well as community and civic service including: National Bar Association Corporate Law Section’s 2019 Corporate Lawyer of The Year; Savoy Magazine’s “Top 100 African – Americans in Corporate America”; Rainbow PUSH/Wall Street Project Distinguished Career and Diversity Champion Award; Upstanding’s International Top 100 Ethnic Minority Executive Power List; University of Pennsylvania Law School Alumni Award of Merit; National Multicultural Institute’s Leading Light Diversity Award; NV Magazine “Wall Street” Achievement Award; Allegheny College Alumni Award (professional accomplishments); Harlem YMCA “African – American Achiever” Award; Junior Achievement Volunteerism Award; The Urban League of Essex County “Dare to Dream” Award; The South Orange Civic Association “Beloved Community Contributor” Award; CCR’s Visionary Community Leader Award; Wall Street in Black “Industry Pioneer” Award; Operation HOPE Chairman’s Award and the Youth About Business “Commitment to Excellence” Award. Mr. Marchman, a native of Brooklyn, NY, resides in Maplewood, NJ.

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