Dedrick Asante-Muhammed Director, Racial Wealth Divide Initiative
Dedrick Asante-Muhammed is Director of the Racial Wealth Divide Project at CFED. As
Director, Dedrick’s responsibilities include strengthening CFED’s outreach and partnership
with communities of color, as well as strengthening CFED’s racial wealth divide analysis in
its work. CFED's Racial Wealth Divide Project will also lead wealth-building projects that will
establish best practices and policy recommendations to address racial economic inequality.
Before CFED, Dedrick worked for the NAACP, where he was the Sr. Director of the
Economic Department and Executive Director of the Financial Freedom Center.
April Atkins is the Community Affairs Specialist for North and Central Florida for the FDIC. She is responsible for educating banks, municipal entities and community-based organizations on community reinvestment opportunities as well as facilitating partnerships between banks and community-based organizations to promote community and economic development in communities of low wealth.
Barry Altland is a writer, speaker, thought leader and published author of the book, “Engaging the Head, Heart and Hands of a Volunteer,” a simple guide for feeding the passion of those who serve.
Barry blends world-class leadership principles from the for-profit and non-profit ministry worlds, with his own numerous experiences as a volunteer and leader of volunteers, to offer a fresh perspective on volunteer engagement.
The result of these experiences is content-rich guidance for leaders of volunteers to help them lead with Otherliness. As leaders embrace Barry’s unique perspective, they develop into leaders better prepared to touch the hearts of volunteers by engaging them . . . one person at a time.
Born: Lake Wales, FL
Graduate Winter Haven HS ’86
Graduate BA ,Vanderbilt Univ ’90
Graduate Our Lady of the Lake Univ, San Antonio 2000 Master Social Work
Husband to Amy, Dad to Ben (16) and Hannah(14)
US Navy 1990-93 ,Lt (jg) Gulf War Veteran, Operation Desert Shield/Storm
Licensed Clinical Social Worker and NonProfit ED for Heart for Winter Haven: building a connected community of churches, nonprofit organizations and businesses that can collaboratively impact marginalized and vulnerable in our city.
"If you want to change the world, it starts right where you are. Engage people of faith with people of good will for the good of your city."
JahKiya S. Bell, Ed.D.
JahKiya S. Bell is the senior director of community investment for the Heart of Florida United Way
and an adjunct instructor for the School of Public Administration at the University of Central
At United Way, JahKiya works to provide leadership and assistance for achieving goals related
to HFUW’s Investing in Results initiative. This includes assisting with the planning and
development of strategic, operational and tactical accountability, overseeing the development of
all grant processes including systems development, training and technical assistance for
applicants, and contract management for awarded grants.
JahKiya celebrated 18 years of service with HFUW and 6 years of service with UCF in August,
JahKiya holds a Doctor of Education with concentration in human services administration from
Nova Southeastern University and a Master of Nonprofit Management from the University of
Dr. Evelyn Bethune
Dr. Evelyn Bethune selected as A Phenomenal Woman 2015, and one of the Most Influential Women in Business for 2012 and 2014 by the Daytona Beach Business Journal. She is the CEO of the Bethune Group, Inc. and Bethune Publishing House, Inc. A published author, sought after lecturer and motivational speaker, her day to day work includes grant writing, management of transitional housing for the homeless and life skills trainer. Dr. Bethune trains the trainer in how to provide positive images to diverse groups. Her workshops include Healing Racism and How to become a Published Author.
Pastor Scott Billue has been in full time ministry for over 16 years after leaving a very
successful Sales & Marketing Career of nearly 20 years once being wreaked by James 1:22.
Scott is the Founder, CEO and President of Matthew’s Hope Ministries, Inc., an outreach
birthed on March 30, 2010 to help meet basic needs and lend a hand up to the Homeless
Men, Women, and Children of our community however Matthew’s Hope is now successfully
moving people from homelessness into a life of independence and self-sustainability.
In addition to providing Showers, Haircuts, and Laundry Services, Matthew’s Hope lends a
hand up to those in need of a Florida ID, Birth Certificate, Social Security Card, VA and Social
Security Benefits, has a Montessori Preschool, 15 Transitional Homes, and assists with Legal
issues, Medical, Dental, Optical and Mental Health Care to name a few.
It is Scott’s belief that the Structurally Challenged are a concern best addressed when the
entire community comes together to meet the issue head on. When we partner together, and
each one of us does something, no matter how small, God uses us to accomplished great
things. The Homeless have been among us since biblical times, Scott asks why anyone would
think we could eradicate the fastest growing populations in our Society. We can no longer
turn the other away, refuse to make eye contact, and pretend it’s just not our problem but
we also cannot continue to throw money into a black hole. Matthew’s Hope is a facilitator of
opportunity. Scott offers this invitation: Help Us, Help them, Help Themselves.
To learn more about Scott, the good, the bad and the ugly as well as his own addiction and
homelessness, please feel free to google him.
Scott is available for Speaking Engagements 7 days a week to include Church messages,
Conferences, Small Group and Club Meetings, as well as consultation on serving the homeless
anywhere in the world.
Kelvin Boston is an award winning financial journalist, best-selling author, and popular public speaker. He is the host and executive producer of the Moneywise with Kelvin Boston Public Television Series. Moneywise with Kelvin Boston is a multicultural financial wellness series that airs nationally on public television stations. He is the best-selling author of “Smart Money Moves for African Americans” and President of the Moneywise Foundation. www.Moneywise.TV
Rusty Bozman For over twenty-two years, Mr. Bozman held various senior leadership roles in all aspects of Human Resources for large publicly traded and private organizations. For ten years combined, he served as the top human resources executive for multiple organizations, including as Senior Vice President of Human Resources and Corporate Development for The St. Joe Company, Chief People Officer for Utilipath and as the Vice President of Human Resources for One Call Care Management.
Mr. Bozman built his career establishing human resources strategy in the information technology, healthcare, and real estate sectors, with organizations including Computer Associates International, The St. Joe Company, Blue Cross Blue Shield of Maryland, and with a contractor supporting the Department of Defense. During this time, he developed expertise in the areas of strategy development, executive team alignment, organizational and leadership development, performance effectiveness, survey development and total rewards.
Mr. Bozman is in strategic partnerships with the University of North Florida’s Division of Continuing Education, Dr. Elliott Rosenbaum and uThink, Inc., and Assessment Technologies Group, and is a Certified Compensation Professional. He holds a B.S. in Psychology from the University of Florida, and a M.S. in Industrial / Organizational Psychology from the University of Baltimore, MD. He served on the 2010 Board of Trustees and as a 2009 Board Member for the Jacksonville Regional Chamber of Commerce, and held board seats on various charitable and county organizational boards, including the 2005 Super Bowl Host Committee, 2004-2005 Duval County voting precinct volunteers, and as a volunteer with Habijax 2003-2004 (Habitat for Humanity). He is currently an active member of San Juan Del Rio Catholic Church.
Pauline Simmonds-Brown is a consultant Program Facilitator for Florida Prosperity Partnership -College
is 4 Everyone network.
Her work currently allows her to collaborate with various government and non-government community
leaders, parents, students and educators on improving post secondary attainment in Polk, Highlands and
Hardee counties including navigating college, scholarship and FAFSA applications
Pauline holds a Bachelor of Science degree from the University of South Florida and a Master of Science
from the University of Central Michigan. During her career, in healthcare, she has been a Team Leader,
Director of Technical Services, Director of Quality Assurance, District Executive Director and Area
Director in various healthcare systems.
She serves on various boards and committees including United Way of Central Florida, The Catholic
Charities of Central Florida Western Region Advisory Board, Toastmasters International and Free Life
An only child with one father, three mothers, three sisters and three brothers. Life motto: Faith, Family,
Finances and Football (an unapologetic Tampa Bay Buccaneers fan)
Kristopher Budí Joined Catalyst Miami in December 2016. Prior to joining Catalyst, he was the Manager of Lending at Accion East and Online for the Florida Region. He has extensive experience in guiding entrepreneurs as they realize their financial dreams through financial education and by connecting these individuals with the financial resources needed to grow their small business. He graduated from Northwestern University with a Bachelor of Arts in Economics and is currently pursuing a Master of Business Administration at the University of Florida Hough Graduate School of Business.
Holly Bullard serves as Director of Financial Stability Initiatives at United Way Suncoast, where she oversees the planning and implementation of financial stability programs, strategies, and collaboratives. Prior to joining United Way Suncoast, Holly worked as Legislative Aide to U.S. Congressman Rubén Hinojosa, a senior member on the House Financial Services Committee and Chair of the Financial and Economic Literacy Caucus. She served as his lead advisor on financial services and housing issues, with a focus on financial empowerment for low-income Americans. Previous to her work on Capitol Hill, Holly worked on data quality at the U.S. Department of Education and on financial stability strategies at United Way of Tucson and Southern Arizona. Holly has a Masters in Public Policy from Georgetown University and a Bachelors degree in Political Science from Emory University.
Heidi Copeland , a Family and Consumer Sciences Extension Agent in Leon County Florida plans, implements and evaluates educational programs for Families including empowering individuals and families for economic success.
Lee Davenport is Principal at Davenport Consulting. In this role, he works with non-profit organizations, corporations and government agencies to create and deliver financial empowerment strategies. He has designed, implemented, managed, and evaluated financial inclusion projects reaching millions of underserved Americans. He served as a member of the IRS’ Electronic Tax Administration Advisory Committee (IRS-ETAAC). He was the architect of MyFreeTaxes.com, a premier nationally distributed tax preparation program teaching organizations how individuals could file their own taxes. Prior to that, he managed the nation’s largest free low-income tax preparation network at the Food Bank for New York City. Lee has degrees from the University of Texas at Austin and New School for Public Engagement in New York City.
Heather Davidson is the Director of Public Policy and Advocacy at United Way of Broward County.
Heather has led diverse community development projects in Central America and the Caribbean. Most
recently, she has spearheaded the efforts at United Way to provide comprehensive policy solutions
locally and statewide regarding the key impact areas of education, healthcare access, financial stability
and behavioral health.
Danielle Doss is the Director of Financial Stability and Community Partnerships with the
United Way of Broward County.
Over the past ten years, Danielle has utilized her passion and expertise in research,
evaluation and data analysis to develop vital cross-sector partnerships that spur increased
collaboration around issues impacting families in situational and generational poverty.
Danielle has published and presented independent research that has been influential in
fostering meaningful conversation and catalytic in helping community stakeholders make
real-time, strategic decisions.
Danielle holds a Master of Nonprofit Management from the University of Central Florida
and a Bachelor of Science in Environmental Science and Studies from Spelman College.
Lynn Drysdale, Attorney representing consumers, including senior citizens in Florida for 29 years with Jacksonville Area Legal Aid, Inc., an adjunct consumer law professor at the University of Florida Law School and member of the Consumer Advisory Board of the Consumer Financial Protection Bureau.
Sarah Margaret Ellis
Sarah Margaret Ellis AFC, is the Family and Consumer Sciences Agent for Citrus County Florida. She provides a variety of programs promoting financial well-being and economic development to the community at large. Ms. Ellis manages 8 Florida Master Money Mentor volunteers who provide one on one financial management education. Prior to joining UF Sarah worked for Elder Options, the Area Agency on Aging in Mid Florida.
Scott George has been a compassionate visionary in the church and nonprofit world for over thirty years. His ability to communicate leadership principles and insights have motivated and inspired groups of all sizes. He currently serves as Senior Pastor of Pine Castle UMC in Orlando, FL. For the last 15 years, he served as the co-founder of United Against Poverty in downtown Orlando, and currently is helping to launch a new community center, Orlando Hope. Scott is the author of 5 books: “Living Beyond Ordinary, ”“Doing Good, Great, ” “GPS: Guiding Principles for Success,” “Do Good, Be Great,” “Doing Good Works”
Kate Griffin is CFED's Vice President for Programs, providing strategic oversight for the organization’s asset building and financial capability programmatic agendas, including savings, homeownership and entrepreneurship. In her tenure at CFED, she has designed and led programs to scale asset-building strategies to reach more low-income children and families, consulting with community-based organizations and government agencies to improve practices and strengthen outcomes. Ms. Griffin holds a B.A. in international studies from Kenyon College and an M.A. from American University’s School of International Service.
Janet de Guehery
Janet de Guehery As Communications and Marketing Manager, Janet de Guehery develops and implements branding and marketing strategies and programs for Florida Community Loan Fund, a statewide CDFI. She is responsible for communications with investors, supporters, borrowers, and policy makers, ensuring consistent messaging across all channels and platforms, including materials for print and web. She works closely with all departments, actively promoting the success and positive impact of FCLF borrowers in Florida communities. Janet has experience with for-profit and nonprofit, across the fields of marketing, administration, and accounting; enabling her to see the complete picture in FCLF’s lending transactions from beginning to end.
Sherod Halliburtony is a Community Development Finance expert currently serving as President/CEO of
Manatee Community Federal Credit Union (MCFCU). Halliburton was hired by MCFCU in February 2012
as Executive Vice President and guided the organization successfully through the process of becoming a
Community Development Financial Institution (CDFI) before being promoted to President in July 2013.
Prior to that Halliburton served as the Executive Director of the Bradenton Central Community
Redevelopment Agency for over seven years. In that capacity he launched three economic development
organizations (CareerEdge Workforce Funders Collaborative, Central Economic Development Center
(CEDC), and Suncoast Community Capital (SCC). CEDC and SCC support entrepreneur development
while SCC also focuses on asset attainment for low income individuals. Halliburton utilizes has extensive
inside knowledge of credit gained from working in management at Equifax Information Services for five
years. He is a participant in the current Leadership Florida Class XXXV. Halliburton holds numerous
state appointments including: the Florida Community Development Finance Agencies (CDFA) Advisory
board, Florida Policy Institute, Florida Advisory Council on Small and Minority Business Development,
and Florida Prosperity Network. Halliburton also sits on numerous local boards including the Manatee
Community Action Agency, and the Manatee Chamber of Commerce. He is President of the Board of
Directors for Manatee Educational TV and also serves as Chairman of the Manatee Chamber of
Commerce Small Business Council. In addition, he hosts the long-running Community Matters TV show
on Manatee Educational TV. Halliburton has received numerous awards and recognition throughout the
years most recently People to Watch 2014 by Biz941 Magazine and the Unity Award for Championing
Diversity 2017 from 941CEO magazine. Halliburton has been a presenter and speaker at numerous
local, regional and national events including the 2014 National Federation for Community Development
Credit Unions annual conference, the CDFA 2014 Florida Annual Conference, and the 2017 Management
Institute in Orlando Florida. Halliburton attended Morehouse College for two years and graduated from
Georgia State University where he earned a BS degree in Marketing with a minor in Corporate
Communications. Halliburton has completed the CUES CEO Institute I Program at Wharton School of
Business, the CUES CEO Institute II Program at the Johnson School of Business at Cornell University, and
the CUES Institute Program III at the University of Virginia.
Shelia D. Jackson
Shelia D. Jackson, is the Program Coordinator for the Campaign for Working Families an Initiative of the United Way
of Volusia-Flagler Counties, in Daytona Beach, Florida. Sheila is a native of Montgomery, Alabama, but
has been a resident of Volusia County for 32 years. She earned a Bachelor of Science Degree in Physical
Education and Recreation, from Alabama State University with a focus on Secondary Education. After a
career in higher education as a Financial Aid Counselor for 22 years, she joined the United Way of
Volusia-Flagler as an AmeriCorps VISTA Financial Literacy Outreach Liaison, where she developed a
working knowledge of financial education materials and served as a liaison between the university and
colleges as well as of United Way Partners and Campaign Donors. As Program Coordinator Shelia is
responsible for organizing, coordinating and the recruitment of volunteers for the IRS VITA (Volunteer
Income Tax Assistance) Program, managing the operation of 13 tax sites throughout Volusia and Flagler
Counties and she engages United Way partner agencies and other community organizations
opportunities to offer Financial Literacy classes to the low and moderate income individuals and families
in both counties. This experience allows Shelia to offer to the Volusia-Flagler communities the tools and
resources needed to become financially secure.
In her spare time she continues her service to her community by working on projects with her sorority,
Alpha Kappa Alpha Sorority, Incorporated, Jack and Jill of America, Incorporated, Associates Group and
her church, Stewart Memorial United Methodist. She is the proud mother of two adult children a
daughter, Dedra and a son Christopher. She loves to shop and enjoys going to movies.
Heather Janey is a 4-H/Family and Consumer Science Extension Agent with UF/IFAS. She provides programming in her community in the areas of nutrition, health, and financial wellness for both youth and adults.
Iris Clark Jones
Iris Clark Jones is employed as Vice President and Community Reinvestment
Officer for Seacoast Bank. Iris has enjoyed an extensive career in Community
Reinvestment, community economic development and financial services management
spanning over 30 years. Iris earned a reputation for partnering with local governments,
non-profit organizations and faith based groups in advancing housing initiatives and
business development opportunities; creating financial solutions and achieving financial
stability for low to moderate income families and communities. Iris is actively engaged
in the Florida community and has served in board leadership positions with several
statewide organizations. Iris served on the boards of Florida Prosperity Partnership,
Riviera Beach CDC, Broward County Wealth Building Coalition, Tallahassee Lenders
Consortium and several other non-profits within her career.
Iris previously worked as Vice President in Community Development with BB&T
and with SunTrust Bank as Vice President and Community Development Manager. Iris
also worked as Retail Banking Branch Manager and worked with Consumer Credit
Counseling- Family Foundations as Housing Manager and Financial Counselor. Iris
credits her success to being highly committed to making a positive impact in the lives of
others due to her Christian faith and her mother’s teaching that; "charity begins at home
and spreads abroad."
Iris is a graduate of University of Wisconsin with a degree in Economics and
Industrial Relations and earned her MBA from University of Phoenix. Iris is a native of
Mississippi and has called Florida home for more than twenty years after relocating from
Milwaukee and Upstate New York to Jacksonville. Iris and her husband, James share a
blended family of three adult children and are also proud grandparents.
Lisa Junkerman Both a strategist and practitioner, Lisa Junkerman delivers 25 years of applied, integrated marketing expertise on local, national, and global levels. She has worked for Fortune 250 companies, including Motorola, Inc. and Progress Energy (now Duke Energy), and in the higher education industry where she was Assistant VP and CMO for Strategic Marketing for Rollins College. Lisa has had an opportunity to provide marketing consulting services for clients including Florida Community Loan Fund, Special Olympics Florida, Digitic Interactive, ITEC Entertainment Corporation, Sno Spot/Snow Magic, Ascend IT Solutions, and Wittenburg University. Lisa has an MBA degree from the Crummer Graduate School of Business at Rollins College and a BA in Business Administration with a marketing major from the University of South Florida. She has also been an adjunct marketing instructor at Crummer Graduate School.
Penny King is a seasoned Community Affairs Specialist for the Division Consumer Protection
(DCP) located in the Atlanta Regional Office. She began her career at the FDIC in Dallas, Texas
on February 25, 1991, in the Division of Liquidations, liquidating assets and assisting with failed
In 1997, she joined the Community Affairs Program, to promote the Community Reinvestment
Act (“CRA”), economic and community development and motivates partnerships between
financial institutions and community based organizations to revitalize communities. Ms. King
ensures equal access to credit, work with lenders and the public to revitalize communities and
serve as an intermediary to further fair lending objectives.
Darren Liddell serves as the Community Financial Director of Catalyst Miami's Prosperity Campaign, working directly with clients and directing the organization's wealth-building programs. He previously managed Miami-Dade County's VITA Tax program and worked as a Managing Financial Coach at the United Way Center for Financial Stability serving over 250 clients each year. He has over 6 years of financial education, tax preparation, partnership, and program management experience. Darren graduated from The University of Georgia (Go Dawgs!) with a degree in Family Financial Planning and a certificate in New Media. His favorite financial topics include credit building; tax planning, budgeting, long-term savings, financial apps and technology.
Rob Lindsey is a banking professional of 11 years and has focused on financial education in the community for the past 4 years. Rob has a passion for educating groups and individuals on key financial concepts that were not taught in school with the goal of changing lives one at a time. Education: Bachelors of Science, Franklin University Masters of Business Administration, University of Tampa
Lesley Mace is a Senior Economic and Financial Education Specialist at the Federal Reserve Bank of Atlanta’s Jacksonville Branch. Prior to joining the Fed, she was an Instructor of Economics and Director of the Center for Economic Education at Auburn University Montgomery and a high school economics teacher.
Fiona Markovich has been in banking for over 30 years, starting in England and then continuing in the US. After 20 years working in retail branches to help clients achieve their individual financial goals, Fiona transitioned to providing Advice, Guidance, and Education to community groups including companies, churches, and non-profit organizations. Fiona believes that everyone deserves access to the information they need to make sound financial decisions; regardless of their current financial situation. Education: Degree in Banking through the Chartered Institute of Bankers.
Lisa Mifflin is the Community Affairs Officers for the OCC. She is responsible for providing Community Reinvestment Act (CRA) training, technical assistance and community development resources to banks, OCC examiners and other stakeholders. She also leads and participates in CRA examinations for community and large banks in the Southern region.
Scarlett Montenegro is a Program Officer at the United Way of Miami-Dade. She is responsible for the development and execution of United Way’s work in the area of Financial Stability. In addition, she serves as a key liaison for Bank On Miami. Previously, Scarlett worked as a Lead Student and Family Advocate at Miami Children’s Initiative, a nonprofit organization focused on ending the cycle of poverty in Liberty City. She began her public service career as an intern at Catalyst Miami, formerly known as Human Services Coalition. Scarlett, a Posse Foundation scholar, received her Bachelor of Arts in Politics from Mount Holyoke College and is an alumni of the Congressional Hispanic Caucus Institute and the University of Miami’s Community Scholars in Affordable Housing Program.
Carree Musgrove is the County Extension Director and Family & Consumer Sciences Extension Agent in Columbia County. She is responsible for programming that empowers individuals and families to build healthy lives and achieve social and economic success.
Joyce OdongoThe senior community development officer for central Florida. She represents the company in community and economic development activities. In her role, she establishes and maintains relationships with community organizations, such as activist groups, community agencies, nonprofits and minority organizations.
She has over 10 years’ experience both in the corporate and not for profit industries. She has been instrumental in developing key relationships within the community, managing philanthropic efforts, addressing the needs of the low- and moderate- income families, and providing financial education seminars.
Prior to her career at Wells Fargo, she spent several years at Fifth Third Bank as vice president for Community Affairs. She also worked in the not for profit industry as a community advocate for affordable housing, seniors, small business, and neighborhood revitalization efforts. She has a bachelor’s degree in corporate finance from Wayne State University, and a master’s degree in public and international affairs from the University of Pittsburgh.
She currently serves on the following boards: Bethune Cookman University Board of Trustees, the City of Orlando Affordable Housing Advisory Commission, the African American Chamber of Commerce, UNCF Local Advisory Board, BBIF, Community Development Committee Chair and the Florida Prosperity Partnership Board of Directors.
Her passion is working with not for profit organizations and providing financial education to empower others to obtain financial stability.
John E. Olsen
John Olsenis currently a Community Affairs Specialist with the FDIC in Montgomery,
Alabama. He began his FDIC career in Jackson, Mississippi during August 1985
and achieved commissioned bank examiner status in January 1989. John began
a supervisory compliance examiner career with the FDIC in Montgomery,
Alabama during July 1993 and served in this capacity until October 2002. He
joined the FDIC Community Affairs staff during 2002, and has been significantly
involved with promoting the FDIC’s Money Smart Program, economic inclusion,
and community development. Mr. Olsen has been responsible for organizing and
instructing over 85 FDIC Money Smart train-the- trainer workshops in Alabama
and Florida. John has various responsibilities with the FDIC and his job-related
activities have included serving as a technical advisor to: the Alabama Asset
Building Coalition, the Alabama Micro-Enterprise Network (AMEN), Bank On
Alabama, and the Alabama JumpStart Coalition (the JumpStart Coalition
promotes personal financial education for students in kindergarten through
college). He is also a member of the Florida Prosperity Partnership (an asset
building coalition). Mr. Olsen currently resides in Montgomery, Alabama, and
may be reached via e-mail at: email@example.com
Dr. David W. Rasmussen
Dr. David W. Rasmussen is the James H. Gapinski Professor of Economics at Florida State University. He joined the FSU faculty in 1968 as an assistant professor and was promoted to professor in 1979. He served as director of the Policy Sciences Program from 1991 to 1998 and directed the DeVoe L. Moore Center for the Study of Critical Issues of Government and Policy from 1998 to 2003. Dr. Rasmussen served as dean of the College of Social Science and Public Policy from 2003 to 2016. He received his Ph.D. from Washington University, St. Louis in 1969 and his B.A. from Earlham College in 1964.He is an award-winning teacher and has served as a consultant to domestic and international government agencies and nonprofit organizations. Dr. Rasmussen’s scholarly research and policy evaluation studies have addressed important public policy questions, including economics of inequality, urban and regional economic development, crime and substance abuse policy, and housing. He has written (or co-authored) five books and published more than 75 articles in leading professional journals. He is a member of the Board of Directors of the LeRoy Collins Institute, the Florida State University Panama Foundation, and the FSU International Programs Association.
As a member of JPMorgan Chase’s Corporate Responsibility
department, Ann partners with community stakeholders to develop
programs that make Global Philanthropy’s economic opportunity
agenda a reality. She is currently managing the grants portfolio for
West Coast, Central and Northeast Florida as well as Georgia, and
the Carolinas. Ann works closely with community leaders, elected
officials, and business leaders to identify best in class programs that
support workforce readiness, affordable housing, small business
development and financial capability strategies.
Prior to joining JPMorgan Chase, Ann served as the Senior Director of
Programs at Nonprofits First, a capacity building and management
support agency for nonprofit organizations in Palm Beach County,
Florida. At Nonprofits First, she oversaw the education and
leadership programs, consulting services, and a Certification program
for sound nonprofit management.
Ann has a Bachelor’s degree in Psychology from Clemson University
and a Master’s degree in Public Administration with a specialization in
nonprofit management from the College of Charleston. In 2015, Ann
joined the Board of the Central Florida Commission on
She lives in Orlando with her husband Wesley, and two children,
Finley and Scout.
Todd Romer is the founder of Young Money Media, Young Money University and author of the new book “YOUNG MONEY - A Powerful 5 Step Plan to Financial Success Now". From 2000 – 2009 nearly 7 million copies of Young Money magazine were distributed on 250+ college campuses across the U.S. Since 2010, Todd has spoken to thousands of millennials on 300+ campuses in 35 states as part of the Young Money LIVE! Financial Success Speaking Tour. As a result of saving, managing and investing money since high school and college Todd has created a simple yet highly effective 5 step money management and wealth creation plan for millennials of all economic and cultural backgrounds to begin living a life that fits their dreams. Todd graduated from the University of Dayton and lives in Cincinnati with his wife Jackie and their four children Jack, Luke, Alec and Mia.
Karina Ron career spans over a decade in non-profit management experience. Prior to joining Branches, Mrs. Ron honed her skills of empowering people to build assets as a senior financial coach at the New York City Mayor’s Office of Financial Empowerment and The Financial Clinic, two of the nation’s first financial development organizations of their kind. She also worked at Orphan’s Heart as director of international operations, where she cultivated US and international partnerships, promoting new collaborations and engaging a diverse volunteer base. Mrs. Ron holds a bachelor’s degree from Wellesley College, and a master’s in public policy and administration from Columbia University
As Chief Revenue Officer, Peter leads the Business Development team at SfP. In this
capacity, he develops SfP's business development strategy for all of SfP's services
and directs the sales, training and account management teams that implement this
strategy. Peter also plays an integral role in identifying and vetting product and
service innovations at SfP.
Peter's proudest professional achievement is the creation and ongoing success of
the MyBudgetCoach (MyBC) online financial coaching platform. MyBC was created
while Peter served as Director of Special Projects at Co-Opportunity Inc. in Hartford,
CT. Prior to joining Co-Opportunity, Peter worked in a diverse range of fields, from
building an online startup inside a regional media corporation to managing sales
and technology for a manufacturing company to analyzing public safety agency
operations for the Office of the Mayor of the City of New York.
Peter has a B.A. in Political Science and Public Policy from Syracuse University and a
Master of Public Administration from New York University’s Wagner School of Public
Mary "Jeannette" Schultz
Mary "Jeannette" Schultz is Project Manager for the National Endowment for Financial Education (NEFE) in Denver, Colorado. She showcases her work through Financial Workshop Kits. You can visit this website at www.financialworskhopkits.org. Her hobbies include writing travel pieces from the Philippines, reading books written by Asian-American authors and cooking Filipino cuisine. She resides in Aurora, Colorado, with her husband and three children.
Donna Sines is regarded as an expert in organizational management and developing outcome-focused collaborations. She has over 25 years of extensive experience in the non-profit sector and is best known nationally for the creation and impact of Community Vision (established in 1995). She shares her knowledge related to civic engagement with numerous communities nationally as a consultant and conference speaker.
Taylor Spangler coordinates several family resource management programs through the University of Florida/IFAS Extension. She is the State Coordinator of the Florida Master Money Mentor program and the Campaign Coordinator for the Florida Saves Campaign. Taylor has led projects to bring Affordable Care Act outreach, VITA, and youth financial literacy to Floridians. Taylor earned her bachelors and masters degrees in the Family, Youth, and Community Sciences department at the University of Florida. Go Gators!
Daniel Spikes, Ph.D.
Daniel Spikes is an Assistant Professor of Educational Leadership, Organizations and Policy at Iowa State University (ISU). His research interests focus on racial disparities in educational outcomes and the policies and practices of school districts, schools, and school leaders that serve to perpetuate and/or ameliorate these disparities. He also focuses on the professional development of adult learners on cultural proficiency and/or anti-racism and how this development contributes to the improvement of racial outcomes. He has delivered professional development sessions and talks throughout the country to various groups and organizations, including educational, religious, professional, and civic and service organizations. Prior to working at ISU, he served as a middle school English/Language Arts teacher and high school administrator in Lufkin, TX. In addition, he worked as an adjunct faculty member at Angelina Community College, as the Assistant Director for Pre-College Academic Readiness Programs, and as the District Site Coordinator for the federally funded Principalship Program at UT-Austin. He is the proud husband of Garisa Spikes and the proud father of three beautiful daughters: Madeline, Hannah, and Gabriella.
Jennifer Staley is a communications and operations specialist in the community and economic development department at the Federal Reserve Bank of Atlanta. Prior to her current role, Staley developed financial education content and conducted outreach for the University of Colorado. Previously, she worked as director of the Regional Economic Information Network (REIN) and senior economic and financial education specialist in the Federal Reserve Bank of Atlanta.
Leigh Tivol has spent her entire career in the asset-building field, and has more than twenty years of policy and program experience in financial capability, affordable housing an d community development. She has worked in a range of settings, including direct service delivery, statewide policy advocacy, association services and technical assistance to community organizations, state government and, since 2006, at CFED.Currently, Leigh is CFED's Vice President for Strategy & Engagement, providing design, oversight, and functional direction for CFED’s progress against its strategic plan and its engagement with key partners and the field at large to accomplish its mission-related goals. She also oversees CFED’s efforts in network building and development, communications, and major events. Previously, Leigh served as CFED's Director of Savings & Financial Security, managing CFED's work in financial capability and matched savings for adults and children. Prior to joining CFED, Ms. Tivol was an advocate for community development and affordable housing policy in Indiana. She worked in the public and nonprofit sectors, focusing primarily on Individual Development Accounts (IDAs), homeownership education and counseling, housing trust funds and predatory mortgage lending. Ms. Tivol holds Bachelor's degrees in Sociology and French from Brown University, and a Master's in Public Affairs from Indiana University.
Rebecca Thompson is the Project Director of the national Taxpayer Opportunity
Network (TON). The network is housed within and managed by CFED, a
national non-profit intermediary whose work makes it possible for millions of
people to achieve financial security and contribute to an opportunity economy.
Prior to joining CFED, Rebecca served as the Interim Director of RealSense, at
United Way of Northeast Florida, where she had oversight for a suite of financial
stability work and asset building strategies, which included managing a coalition
of tax sites that prepares over 20,000 tax returns in Northeast Florida annually.
She was named as one of the inaugural members of the Taxpayer Opportunity
Network Steering Committee in 2015 and served on the statewide advisory board
for free tax preparation programs in Florida.
TON connects, strengthens and inspires community tax programs so that they
can more effectively and efficiently deliver critical tax assistance to low- and
moderate-income (LMI) taxpayers, couple that assistance with complementary
financial capability services and advocate for fairer tax policy in the United
States. TON includes more than 1,200 practitioners from over 500 VITA
programs, making it the fastest-growing learning and advocacy network for
taxpayer assistance practitioners.
Valmarie H. Turner
Valmarie H. Turner was appointed the Director of the Community Services Department December 2011. She is a seasoned manager of housing and community development and social services programs and brings a wealth of knowledge to the County through several local governments in Georgia and Florida.
Ms. Turner is a graduate of Florida A&M University with a Bachelor of Science Degree in Business Economics as well as Walden University with a Master of Public Administration Degree.
Valmarie is a Licensed Real Estate Salesperson in the State of Florida and Georgia, Certified Housing Counselor, Certified HOME Program Specialist – Regulations and Administration, and Certified Housing Development Finance Professional. She also serves as an online Faculty Member with the University of Phoenix.
She is very active in the community and currently serves on the Board of Directors, for the Florida Community Development Association – President, the Homeless Services Network, Inc. – Secretary, Florida Association of County Human Services Administrators, Inc., as well as the Seminole County Healthy Start Coalition.
Valmarie resides in the area with her daughter, Kendra.
Nat Ware is a highly acclaimed entrepreneur, Oxford economist, and international development specialist. He is the Founder and CEO of 180 Degrees Consulting, the world's largest consultancy for non-profits and social enterprises, with offices in 33 countries and over 5000 consultants worldwide. Each year 180 Degrees works with over 800 hundreds of socially-conscious organizations to help them to operate more effectively and have a greater social impact (www.180dc.org). Nat is a Rhodes Scholar, Visiting Fellow at Princeton in Entrepreneurship and Economics, Goldman Sachs Global Leader, St Gallen Leader of Tomorrow, and World Economic Forum Global Shaper. He was the Top MBA Student at Oxford, received the Convocation Medal for Best All-Rounder at Sydney University (1/50,000 students), received the University Medal for Best Academic at Sydney University, and at the age of just 21 lectured the postgraduate course 'Innovation, Strategy and Global Business'. He thrives on adventure, having swum the English Channel and completed full Ironman Triathlons. He was also awarded Best Speech at the World Debating Championships (1/7200 speeches), and is an internationally renowned keynote speaker, and has given three groundbreaking TED talks related to happiness, hypocrisy, social impact, and entrepreneurship.
Jennifer West is the Executive Director of Consumer Institute. Ms. West previously served as owner of the
California-based J. West Group, an independent marketing, public relations and political campaign consulting firm.
She advocated on behalf of numerous organizations including educational institutions, civic groups, non-profit entities
and business clients. Ms. West served as a spokesperson before numerous local planning commissions, city
councils, school boards, county board of supervisors, the media and the public. She led award-winning campaigns
that led to improved schools, roads and infrastructure. She is also a past chairwoman of the Board of Directors of her
local chamber of commerce. Ms. West is currently on the Board of Directors for the Coalition Against Insurance
Fraud. A recipient of numerous awards, Ms. West was appointed to her local Government Review Council, where
she helped analyze legislation and its effects on businesses and the community. In addition to her business pursuits,
Ms. West served on the board of directors of several local organizations including the Merced County Arts Council,
the Merced County Economic Development Corporation, and the University Friends Circle (as founding president). In
Tallahassee Ms. West is a volunteer Guardian ad Litem, advocating on behalf of abused, neglected or abandoned
children in the court system. She also sits on the Board of Directors for Child Advocates II which supports the Second
Judicial Circuit Guardian ad Litem Program.