Florida Prosperity Partnership 

Tenth Annual Statewide Training Conference

“FPP One-O: Ten Years, One Community”

Wednesday, May 30 – Friday, June 1, 2018

Loews Royal Pacific Hotel at Universal Orlando

(with additional NACCC learning events May 29 – 30
and SFCCP learning events June 1 – 2;
see http://fcnonline.org/index.php/events/ for details.)

CEUs now approved!

- 14 CEUs Institute for Financial Literacy (FinCert.org)

- 19.15 CEUs for National Association of Certified Credit Counselors (NACCC)

- 19.15 CEUs for Association for Financial Coaching and Planning Education (AFCPE)

- Approved for United Way Flex Dollars for conference, travel and per diem! 

FPP is thrilled to bring to its hundreds of 2018 conference participants an enthusiastic, knowledgeable and prestigious lineup of Plenary Session Leaders and Concurrent Session Facilitators, all committed to engaging participants in an immersive, interactive learning experience! 

Get to know the experts who will be sharing their insights and model practices with you!   


Raphael Bostic

Federal Reserve Bank of Atlanta

"A Conversation with Raphael Bostic, President, Federal Reserve Bank of Atlanta"

Dr. Raphael W. Bostic took office June 5, 2017, as the 15th president and chief executive officer of the Federal Reserve Bank of Atlanta. He is responsible for all the Bank's activities, including monetary policy, bank supervision and regulation, and payment services. In addition, he serves on the Federal Reserve's chief monetary policy body, the Federal Open Market Committee (FOMC).

From 2012 to 2017, Bostic was the Judith and John Bedrosian Chair in Governance and the Public Enterprise at the Sol Price School of Public Policy at the University of Southern California (USC).

He arrived at USC in 2001 and served as a professor in the School of Policy, Planning, and Development. His research has spanned many fields, including home ownership, housing finance, neighborhood change, and the role of institutions in shaping policy effectiveness. He was director of USC's master of real estate development degree program and was the founding director of the Casden Real Estate Economics Forecast.

Bostic also served USC's Lusk Center for Real Estate as the interim associate director from 2007 to 2009 and as the interim director from 2015 to 2016. From 2016 to 2017, he was the chair of the center's Governance, Management, and Policy Process department.

From 2009 to 2012, Bostic was the assistant secretary for policy development and research at the U.S. Department of Housing and Urban Development (HUD). In that role, he was a principal adviser to the secretary on policy and research, helping the secretary and other principal staff make informed decisions on HUD policies and programs, as well as on budget and legislative proposals.

Bostic worked at the Federal Reserve Board of Governors from 1995 to 2001, first as an economist and then a senior economist in the monetary and financial studies section, where his work on the Community Reinvestment Act earned him a special achievement award. He served as special assistant to HUD's assistant secretary of policy development and research in 1999. He was also a professional lecturer at American University in 1998.

Bostic was born in 1966 and grew up in Delran, New Jersey. He graduated from Harvard University in 1987 with a combined major in economics and psychology. He earned his doctorate in economics from Stanford University in 1995.

He has previously served on many boards and advisory committees, including the California Community Reinvestment Corporation, Abode Communities, NeighborWorks, the National Community Stabilization Trust, the Urban Land Institute, the Consumer Financial Protection Bureau, the American Real Estate and Urban Economics Association, the National Economic Association, and Freddie Mac.

The Federal Reserve Bank of Atlanta serves the Sixth Federal Reserve District, which covers Alabama, Florida, and Georgia, and parts of Louisiana, Mississippi, and Tennessee. The Bank has branches in Birmingham, Jacksonville, Miami, Nashville, and New Orleans.

Bill Daiuto

Department of Children and Families (DCF)

"Inspire to Make an Impact"

William "Bill" D'Aiuto, appointed in 2012 to Central Region Managing Director of the Department of Children and Families (DCF), began his career on the front line as a public assistance specialist for the agency. During his 20-year tenure, Bill has held various positions, bringing a wealth of experience to the Central Region. He served as the region's ACCESS Director and was also the Circuit 5 Administrator.

Bill is a graduate of the 2006 Department of Children and Families Executive Leadership Program, and played a crucial role in the modernization of public assistance. He was also a critical figure in the Haiti Repatriation Operations of 2009, assisting with the emergency re-entry of more than 12,000 Haitian-Americans to the United States.

Bill overseas a region comprised of 12 counties and over 1800 professionals responsible for child welfare, adult protection, child care regulations and public assistance. Bill earned his Master of Public Administration and Bachelor of Arts Degrees from the University of Central Florida.

Sherod Halliburton

President and CEO, Manatee Community Federal Credit Union

“Exploring Alternative Financial Services In Our Communities”

Sherod Halliburton 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 of Strategic Initiatives, where he guided the organization successfully through the process of becoming a Community Development Financial Institution (CDFI). He was promoted to President in July 2013, and prior to that, Halliburton served as the Executive Director of the Bradenton Central Community Redevelopment Agency for over seven years, where he launched three successful 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. CareerEdge is nationally acclaimed and focuses on innovative workforce readiness strategies for unemployed and under-employed individuals, in partnership with employers and educators.

Prior to that Halliburton served as Community Liaison for the Bradenton Front Porch Council, a community revitalization initiative operating out of the office of then Governor Jeb Bush. Halliburton utilizes extensive inside knowledge of credit gained from working in management at Equifax Information Services for five years.

Halliburton is a graduate of Leadership Florida Class XXXV and holds numerous state appointments including: the Florida Community Development Finance Agency (CDFA) Advisory board, Florida Policy Institute, Florida Advisory Council on Small and Minority Business Development, and the Florida Prosperity Partnership. Halliburton serves on the Innovations Committee of the League of Southeastern Credit Unions, and he holds leadership positions on numerous local boards including the Treasurer of Manatee Community Action Agency, President of the Board of Directors for Manatee Educational TV, and Chairman of the Manatee Chamber of Commerce Small Business Council.

Halliburton has received numerous awards and recognition throughout the years, most recently the Unity Award for Championing Diversity 2017 from 941CEO magazine and People to Watch 2014 by Biz941 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, the 2017 Management Institute and the 9th Annual Florida Prosperity Partnership Conference.

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 at the University of Pennsylvania, the CUES CEO Institute II Program at the Johnson School of Business at Cornell University, and the CUES Institute Program III at Darden School of Business at the University of Virginia.

Andrea Levere

President, Prosperity NOW

"Creating a Shared Prosperity: Connecting Data, Products, Policy and Community"

Andrea Levere has led Prosperity NOW (formerly CFED) as its president since 2004. Prosperity NOW is a private non-profit organization with the mission of ensuring that everyone has the opportunity to gain financial stability, build wealth and achieve prosperity.

Prosperity NOW designs and operates major national initiatives that aim to integrate financial capability services into systems serving low-income people, build assets and savings, and advance research and policies that expands economy mobility for all. It operates the Prosperity Now Community, comprised of nearly 24,000 members who advocate for asset-development and protection policies, as well as the Taxpayer Opportunity Network, which represents over 1000 providers of community tax preparation services.

In 2013 President Obama appointed Ms. Levere to the National Cooperative Bank’s (NCB) Board of Directors to represent the interests of low-income consumers. In 2017, Ms. Levere was appointed to the Community Advisory Council of the Federal Reserve System and was recently nominated to serve as Vice Chair in 2018 and Chair in 2019. She has been the Chair of ROC USA (Resident Owned Communities USA), a national social venture that converts manufactured home parks into resident owned cooperatives since its founding in 2008. She is also member of the FDIC’s Committee on Economic Inclusion, and Morgan Stanley’s Community Development Advisory Board. Ms. Levere served as chair of the board of the Ms. Foundation for Women from 2002-2005, after being on its board since 1998. Ms. Levere holds a bachelor’s degree from Brown University and an MBA from Yale University.

Twitter: @ProsperityNow

Eddy Moratin

Executive Director, LIFT Orlando


Eddy Moratin Moratin is the Executive Director of LIFT Orlando, a non-profit organization founded by business leaders to partner with neighborhood residents and accelerate community transformation. Its mission is to break the cycle of poverty through holistic neighborhood revitalization, mixed-income housing, cradle-to-career education, wellness and economic opportunity.

Prior to joining LIFT Orlando, Eddy spent seven years as the Executive Director of Lifework Leadership Orlando, a premier leadership development organization. During this time he also served as Senior Fellow at PathNorth in Washington D.C., helping senior leaders around the country broaden their definition of success. As a social-entrepreneur, he believes in the power of creating jobs to transform lives and entire communities. He was the co-founder of BAM, LLC, a holding company for shared officing and remote receptionist franchises in Central Florida, and he helped launch a minority-certified call center enterprise employing hundreds domestically and abroad.

Eddy has a passion for encouraging others to realize their full potential and to use their individual gifts and influence for the betterment of the whole community. Eddy lives in Orlando, Florida with his wife, Giselle and their two children, Isabella and Kristopher.

Representative Robert "Bobby O" Olszewski

Florida House of Representatives, District 44 (R)

"Exploring Alternative Financial Services In Our Communities"

Dr. Robert “Bobby O” Olszewski is a member of the Florida House of Representatives serving District 44 in Orange County. Olszewski is a former Commissioner for the City of Winter Garden. He has almost 20-years of leadership and organizational management experience specializing in strategic partnerships, business planning, and economic development. He has held influential leadership positions within numerous organizations and agencies as these opportunities have offered him the opportunity to work and partner with a wealth of outstanding leaders, brands, and companies in a variety of diverse industries throughout the United States. Olszewski additionally serves as an Adjunct Professor, teaching management, business, communication, and marketing courses for many colleges and universities.

Representative Olszewski has current/past affiliations as: Orange County Community Action Board Chair, MetroPlan Orlando Municipal Advisory Committee Vice-Chair, MetroPlan Orlando Regional Leadership Council, Roper YMCA Family Center Board Chair, Roper YMCA Scholarship Campaign Chair, FL League of Cities (FLC), Vice Chair-Finance, Tax, and Personnel FLC Policy Committee, Growth Management and Economic Affairs FLC Policy Committee, Advanced Institute for Elected Municipal Officials (FLC) Graduate, West Orange Chamber of Commerce Board, Full Sail University Sports Marketing & Media Board, UCF Alumni Government Relations Committee Knights Advocate, Leadership West Orange Graduate, Orange County Public Schools (OCPS) Leadership Orange Graduate, Winter Garden Citizen's Police Academy Graduate, Tri-County League of Cities Advocacy Committee, Business Force Central FL Political Leadership Institute Graduate, West Orange/South Lake Transportation and Economic Development Task Force Board, FCSL Winter Garden Squeeze Advisory Board, James Madison Institute Central FL Board of Advisors, Tiger Bay Club of Central FL, OCPS Montessori of Winter Garden Charter School Board, Rotaract Club of Metro Orlando, Winter Garden Fire and Police Pension Board, Winter Garden Heritage Foundation Board, Florida Citrus Sports, Winter Garden Rotary, and the Downtown Athletic Club of Orlando Board.

Representative Olszewski earned a Ph.D. in Business Administration from Northcentral University and two master’s degrees in Management (M.S.) from Embry-Riddle Aeronautical University, and Corporate Communication & Technology (M.A.) from Rollins College. He is an undergraduate double major from the University of Central Florida in Radio/Television (B.A.) and Organizational Communication (B.A.) where he is a Knight for Life UCF Alumni Association member. Olszewski is a product of Orange County Public Schools (OCPS) graduating from Dr. Phillips High School. He is married to Allison, an OCPS teacher and writing/reading coach at Independence Elementary in Horizon West, and are the proud parents of 16-month old, Reagan Lynne.

Carlene Ulacia

Consultant, CMC Associates, Community Asset Building and Economic Development

"How to Build and Leverage Partnerships to Expand Your Program Resources"

Carlene Ulacia, PMP, is a Certified Project Management Professional and Asset & Wealth-Building Consultant. She is a graduate of the University of Illinois, holds a Certificate in Organizational Leadership from St. Catherine College, is a Certified Mortgage Foreclosure Prevention Counselor, has completed the prestigious Leadership Twin Cities, Local Initiatives Support Corporation Community Development Training, and has been an award-winning Toastmaster since 2004.

Carlene has worked on numerous partnerships in community and economic development over 15 years in Minneapolis, MN, and Tampa, FL; including Director of the Faith In The City Collaborative Personal Finance Center and the Phillips Saves Individual Development Account (IDA) program, Mortgage Foreclosure Prevention Manager for Twin Cities Habitat for Humanity, Consultant to the Rondo Community Foundation and Prepare+Prosper, Committee Member of the Suncoast United Way Investment Review Committee, and Board Director for Nexus Community Partners Foundation. Prior to this, Carlene worked in real estate design and development in the Chicago, IL, and Minneapolis/St. Paul, MN, markets.


April Atkins

Federal Deposit Insurance Corporation (FDIC)

"The 'Why' of Banking Relationships"
"The 'How' of Banking Relationships"

April Atkins is a Community Affairs Specialist for the Federal Deposit Insurance Corporation (FDIC), covering the North and Central Florida markets for the Atlanta FDIC Region (West Virginia, Virginia, North Carolina, South Carolina, Georgia, Alabama and Florida). In her role, she is responsible for educating insured financial institution representatives, municipal entities and community-based organizations on community reinvestment opportunities as well as facilitating partnerships between financial institutions and community-based organizations to promote community and economic development in communities of low wealth. During her time at the FDIC, April has had the pleasure of working on temporary assignments in workforce development and fair lending.

Prior to her tenure with the FDIC, April was a part-time lecturer at Georgia Institute of Technology in the building construction program, where she developed and taught courses in residential development policy and finance. She has also served in various urban planning, community and government affairs roles with the Office of the CEO of DeKalb County, Georgia; DeKalb County Board of Commissioners; the Urban Land Institute's Terwilliger Center for Workforce Housing; the Greater Atlanta Home Builders Association; and the City of Marietta, Georgia.

A native of the Florida panhandle, April received her bachelor's from the University of Florida in History and her master's in City and Regional Planning from the Georgia Institute of Technology. She is a member of the American Institute of Certified Planners (AICP), and holds a professional certificate in community economic development from NeighborWorks America and in community development finance from Opportunity Finance Network and the University of New Hampshire's Carsey School of Public Policy. She is a graduate of the National Forum for Black Public Administrators Mentor Program, Leadership DeKalb Class of 2012, and LEAD Atlanta Class of 2011. She previously served as a co-chair and member of the FDIC's Chairman's Diversity Advisory Council (Atlanta Region) and served as co-chair for the LEAD Atlanta Class of 2015. In 2017, she was honored to receive the Shirley Taylor-Prakelt Award from the Florida Community Development Association, in recognition of her professional excellence and support of community and economic development.

Separate from and unaffiliated with her role at the FDIC, April is an appointed planning commissioner representing her district in DeKalb County, Georgia.

Lori Auxier

Educational Credit Management Corporation (ECMC)

"How to Assist Students in Evaluating Financial Aid Award Letters"

Lori Auxier is the Director of Student Success for ECMC in Minneapolis, MN, and has more than 23 years of progressive higher education-related financial aid experience. Lori is also an adjunct faculty member for Warner University, specializing in undergraduate Marketing courses. Lori graduated from St. Leo University with an MBA – Marketing, and is considering returning to get a second MBA in Management.

Lori currently resides in Boynton Beach, Florida with her husband Stan, where they are both actively involved with Good Karma Pet Rescue. Lori can be reached at lauxier@ecmc.org.

Karla Bachmann


"What Begins Well, Ends Well!: Financial Programs for Children and Youth"

Karla Bachmann is the Director of Financial Services at Branches, Inc. in Miami, and leads programs that promote financial opportunity and asset building. Mrs. Bachmann is a firm believer in a family-centric and holistic approach of service delivery that promotes building social capital and integrates financial, education, and health services for clients to achieve true stability and financial success.

Andrae Bailey

Change Everything

"Kickstart Session - "Prophecy to Prosperity: Defining 'Community' in a Community of Faith"

Andrae Bailey is founder and president of Change Everything, an organization committed to creating social change. As the former president and chief executive officer of the Central Florida Commission on Homelessness, he was the Orlando Sentinel's Central Floridian of the Year in 2015. Change Everything recently launched The Collective, a local leadership collaborative for Orlando's nonprofit change agents, and a national initiative called Lead Homelessness, modeled after the work Bailey did on this issue in Central Florida.

Working exclusively in the field of social change for the past 20 years, Andrae has led and partnered with some of the most successful organizations that are working to solve the pressing social dilemmas that plague their communities. Throughout his career, Andrae's goal has been to help leaders find collaborative and strategic approaches to solving social problems within their spheres of influence. And to this end, he works with elected officials, business executives, and faith leaders to find real solutions to the critical issues they are trying to affect.

Andrae graduated from Heritage University and Seminary, where he received a master's degree in Divinity. He also completed the Crummer Graduate School of Business mini-MBA program at Rollins College, and is recognized by Certified Fund Raising Executive International as a certified fundraising executive. (CFRE).

In 2013, Andrae was named one of the "Top 40 Under 40" business executives in Central Florida by The Orlando Business Journal. In 2016, The Orlando Sentinel selected Andrae as the recipient of their prestigious "Central Floridian of the Year" award, making Andrae the youngest person to have ever received that distinguished honor. And later that same year, Andrae was named in Orlando magazine's "50 Most Powerful People" edition as Central Florida's number-one person of influence in the area of philanthropy.

Holly Bullard

United Way Suncoast

"Integrating Services for Community Prosperity"

Santiago Bunce

Catalyst Miami

"Florida Thrives: How Performance-Driven Change™ Creates Positive Impact"

Santiago Bunce is Vice President of Catalyst Consulting at Catalyst Miami, where he serves as the lead on the professional coaching, meeting facilitation, and strategy consulting services Catalyst Miami provides to nonprofits, foundations and social enterprises.

Santiago is passionate about social impact, corporate responsibility, and connecting people and ideas to develop effective solutions.

He received his MPIA from the University of California, San Diego, where he focused on International Economics, Development and Nonprofit Management, and he received his BA in Theology from Boston College. He has worked in both the private and nonprofit sectors within the US and Latin America.

Anamaria Ceballos

Hispanic Unity of Florida

"Integrating Services for Community Prosperity"

Anamaria Ceballos is currently the Program Coordinator for the Volunteer Income Tax Assistance (VITA) program and Small Business services. In 2006, Anamaria trained and became certified as a VITA volunteer. She grew in the VITA program and soon became a Quality Reviewer, serving at the main site at Hispanic Unity of Florida (HUF). In 2010, she became the VITA Team leader assisting to supervise and grow the program in Broward County.

Anamaria has recently taken over the reigns in leading the Broward VITA Coalition. She is also a regional and national speaker on behalf of the Earned Income Tax Credit (EITC), the VITA program in both English and Spanish, as well as in sharing best practices in engaging volunteers for the program. Through her work with staff and volunteers, Anamaria has helped to bring back $35 million to the communities across Broward County.

Anamaria is a member of Association of Latino Professionals for America (ALPFA), Delta Epsilon Iota Academic Honor Society, and Florida Prosperity Partnership, and she holds a MBA from Nova Southeastern University.

Dr. George Cope

Vision Orlando

"Kickstart Session - "Prophecy to Prosperity: Defining 'Community' in a Community of Faith"

Anamaria Ceballos is currently the Program Coordinator for the Volunteer Income Tax Assistance (VITA) program and Small Business services. In 2006, Anamaria trained and became certified as a VITA volunteer. She grew in the VITA program and soon became a Quality Reviewer, serving at the main site at Hispanic Unity of Florida (HUF). In 2010, she became the VITA Team leader assisting to supervise and grow the program in Broward County.

Anamaria has recently taken over the reigns in leading the Broward VITA Coalition. She is also a regional and national speaker on behalf of the Earned Income Tax Credit (EITC), the VITA program in both English and Spanish, as well as in sharing best practices in engaging volunteers for the program. Through her work with staff and volunteers, Anamaria has helped to bring back $35 million to the communities across Broward County.

Anamaria is a member of Association of Latino Professionals for America (ALPFA), Delta Epsilon Iota Academic Honor Society, and Florida Prosperity Partnership, and she holds a MBA from Nova Southeastern University.

Dr. Norin Dollard


"What Would It Take, Florida?: Using Child Well-Being Indicators To Amplify Your Work"

Norín Dollard, PhD, is a Research Assistant Professor in the Department of Child and Family Studies in the Louis de la Parte Florida Mental Health Institute, in the College of Behavioral and Community Sciences at the University of South Florida.

Dr. Dollard has more than twenty years of behavioral health services research and evaluation experience in the area of behavioral health needs of children and families across child serving systems. Currently, she is Director of Florida KIDS COUNT, sponsored by the Annie E. Casey Foundation, and leverages her experience with large administrative data sets.

Sarah Ellis

University of Florida/IFAS

"Breaking Down Barriers: Using Technology for Financial Management Education"

Sarah M. Ellis, AFC, is the Family and Consumer Sciences Extension Agent with the University of Florida IFAS Extension 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.

Amanda Evans

National Center for Families Learning

"Climbing to New Heights with Family Financial Literacy"

Amanda Evans is a Family Learning Specialist at the National Center for Families Learning (NCFL). She holds Bachelor's degrees in Economics and History, and in 2010 she earned her Master's degree in Modern World History. Over her educational career, she has taught and worked with learners of all ages both domestically and internationally.

Most recently, Amanda has served as the Technology and Family Coordinator for Milwaukee Environmental Sciences Academy (MESA) Charter School in Milwaukee, Wisconsin. As the Family Coordinator, she worked on and saw first-hand the measurable benefits of 2-Gen learning. At NCFL, Amanda primarily works with the Family and Child Education (FACE) program as a technical assistant and professional development trainer.

J. Scott George

Orlando Hope and Pinecastle United Methodist Church

Kickstart Session - "Prophecy to Prosperity: Defining 'Community' in a Community of Faith"

Non-profit pioneer, speaker, and author, Scott George, has been a passionate and compassionate visionary and innovator in the church and non-profit world for over thirty-five years. His unique ability to communicate leadership principles and insights have motivated and inspired groups of all sizes. He has traveled the world, bringing hope and help through philanthropic and humanitarian campaigns and outreaches.

He currently serves as Senior Pastor of Pine Castle United Methodist Church in Orlando, FL, and is the co-founder of United Against Poverty (formerly known as the Community Food & Outreach Center) in downtown Orlando, an innovative, cutting edge non-profit facility that serves thousands of families each month with food, medical care, crisis intervention and education.

He is in the process of helping to launch a new community center located in northwest Orlando, Orlando Hope, which will also offer food, medical care, crisis intervention, education, counseling and prayer, and much more. Scott is happily married to Tammi, his wife, and has four children - Austen, Aaren, Amanda and Allison.

Scott is the author of 7 books:

"Living Beyond Ordinary: Discovering Authentic Significance and Purpose"
"Doing Good, Great: 11 Secrets to Living Beyond Ordinary"
"GPS: Guiding Principles for Success: Timeless Truths for Everyday Life"
"Do Good, Be Great: Discovering the Keys to Unlocking the Greatness in You"
"Doing Good Works: How to Celebrate Purpose-Directed Living"
"Abundant Living 365: Breaking through every day to a blessed life"
"Abundant Living Manifesto: Declaring to the World the Impact of Blessed Living"

Jennifer Grant

Early Learning Coalition of Seminole

"Champion Families: Wrapped in Financial Stability"

Jennifer Grant joined the Early Learning Coalition of Seminole in 2008 as the Executive Director. In partnership with over 200 early learning providers, the Early Learning Coalition has served more than 6,000 children annually through School Readiness and Voluntary Prekindergarten programs, which assist families in accessing high quality early learning opportunities, ensuring that children are prepared to enter school.

Jennifer earned an MBA from Rollins College Crummer School of Business, and a B.S. in Psychology from the University of Wisconsin. She is a Board Member of the Seminole County Healthy Start Coalition, and participates in the Seminole Children's Cabinet.

Janet de Guehery

Florida Community Loan Fund

"Assess and Jumpstart Your Brand in Five Easy Steps"

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.

Janet Hamer

TD Bank

"It Wasn't Raining When Noah Built the Ark: How Can We Build Financial Arks for Vulnerable Florida Families?"

Janet Hamer is Vice President, Community Development Manager for TD Bank in north and central Florida, managing community relationships and supporting regional market retail and commercial staff in developing and implementing responsive community development lending, service, and investment.

Before joining TD Bank, she served as the Senior Regional Community Development Manager at the Jacksonville Branch of the Federal Reserve Bank of Atlanta, helping to promote effective community development lending and investment programs and fair lending throughout the district. She led small business and microfinance lending and access to banking and financial stability.

Hamer is active in numerous community development and professional groups both nationally and in Florida, including serving as Vice Chair on the board of the National Disability Institute, past board chair and co-founder of the Florida Prosperity Partnership, Florida Supportive Housing Coalition Board, and board member of the Florida Alliance of CDCs. She also volunteers at the Bethune Cookman University VITA site.

James Haugli

Florida Farmworker Career Development Program, Florida Department of Education

"The Florida Department of Education Farmworker Career Development Program (FCDP)"

Jim Haugli is the State Director of the Florida Department of Education Farmworker Career Development Program (FCDP). The FCDP is funded by the US Department of Labor through the Workforce Innovation and Opportunity Act. The FCDP is one of the top performing National Farmworker Jobs Programs in the United States.

The purpose of the FCDP is to provide career services and appropriate training leading to year-round, unsubsidized employment to eligible migrant and seasonal farmworkers, and to provide emergency stabilization services such as food, rent, etc. to those who choose to stay in farm work.

The intent and vision of the FCDP is to provide educational and supportive services to chronically unemployed and underemployed farmworkers to obtain the career-related education needed to prepare to enter or advance in the workforce, prepare their children for success in school, and have the economic stability to exercise their rights as citizens in their communities.

Jim is an experienced educator originally from New York. Over the course of his career Jim has been a classroom teacher, building principal and director of Adult Education. Jim has a Bachelor of Arts in English, a Masters Degree in Education and a Certificate of Advanced Study in Educational Leadership. He is very excited to work in Florida with such a great team and program!

Rev. Dr. Joel C. Hunter

Chair, Community Resource Network and Central Florida Commission on Homelessness

Kickstart Session - "Prophecy to Prosperity: Defining 'Community' in a Community of Faith"

Dr. Hunter served as Senior Pastor of Northland Church in Longwood, FL, for 32 years. In 2017, he transitioned from that role on a mission to "go from my best interpretation of what the Bible says, to my best imitation of how Jesus lived." Now, Dr. Hunter, a full-time volunteer, serves as the chair of the Community Resource Network, a non-profit he founded that focused on helping the marginalized – specifically, homeless families. Additionally, Dr. Hunter serves as the chair of the Central Florida Commission on Homelessness, a Florida-Based non-profit organization comprised of government officials, corporations, faith communities, and other non-profit organizations working together to end homelessness.

He also leads a "Community Conversation," a weekly gathering that helps set the framework for understanding social issues that impact all of us and providing connections to opportunities to help. Each week, social issue experts help to set the tone for delivering solutions through practical action steps.

Shelia Jackson

United Way of Volusia and Flagler Counties

"The 'How' of Banking Relationships"

Shelia Davis Jackson is the Program Coordinator for United Way of Volusia-Flagler Counties since 2009. She is a native of Montgomery, Alabama, and a graduate of Alabama State University, Montgomery, Alabama with a B.S. in Education. Shelia lives in Daytona Beach, Florida, is the mother of 2 adult children, daughter, Dedra Jackson, and son, Christopher Jackson.

As coordinator for the Campaign for Working Families, Ms. Jackson plans, coordinates, and implements financial literacy classes, sets-up and manages the 14 Free Income Tax Preparation (VITA) sites for the low- to moderate-income families in Volusia and Flagler counties. Shelia served as a presenter in the 2017 Florida Prosperity Partnership conference on the topic: "Nudges and Nets: How a Comprehensive Financial Strategy can Empower formerly homeless Families."

The Campaign for Working Families is a coalition that was started in 2004. It brings together community leaders, nonprofits and businesses. By doing so, the Campaign for Working Families is creating lasting change and prosperity to hundreds of families each year.

Lisa Junkerman

Chief Marketing Associates, Inc.

"Assess and Jumpstart Your Brand in Five Easy Steps"

Both a strategist and practitioner, Lisa Junkerman delivers 25 years of applied, integrated marketing expertise on local, national, and global levels. She is currently Chief Marketing Officer for ITEC Entertainment, and has worked for Fortune 250 companies, including Motorola, Inc., Progress Energy (now Duke Energy), and in the higher education industry, where she was AVP and CMO for Strategic Marketing for Rollins College.

Lisa has provided marketing consulting services for clients including Florida Community Loan Fund, Special Olympics Florida, Digitic Interactive, ITEC Entertainment, 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.

Linlin Liang

United Way Suncoast

"The 'How' of Banking Relationships"
"The 'When' of Banking Relationships"

Linlin Liang serves as Bank On Suncoast Fellow at United Way Suncoast, where she works with the Bank On Suncoast coalition to connect the un- and underbanked to safe and affordable financial services and products.

Prior to joining United Way Suncoast, Linlin worked as Development Associate at Grameen America, a domestic microfinance institution that provides microloans to women entrepreneurs living in poverty across 13 U.S. cities. She led the grant reporting process and was a key member of the Institutional Fundraising Team.

Previous to her work at Grameen America, Linlin worked on business development and partnership at Kiva Microfunds, a global P2P microlending nonprofit organization.

Linlin has a Master's in Media and Information with a focus on International Development from Michigan State University.

Stephanie Love

Step Up For Students

"Breaking Cycles of Poverty Through Educational Opportunities for Children"

Stephanie Love serves as Manager, Community Outreach, for Step Up For Students, a non-profit that helps administer the Florida Tax Credit Scholarship for lower-income families and the Gardiner Scholarship for children with certain special needs.

Prior, Stephanie worked in governmental/non-profit financial management, first with the City of Detroit, and then the Youth Development Commission (YDC) teaching financial literacy and accounting courses. During this time, Stephanie developed her passion for collaborative community efforts that help transform families' lives.

Now at Step Up, Stephanie enjoys providing opportunities for families to find the most appropriate learning environment for their children.

Lesley Mace

Federal Reserve Bank of Atlanta

"Exploring the 'Personal' in Personal Finance: What Drives Money Behaviors?"

Lesley Mace is a Senior Education Program Manager 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.

Maribel Martinez


"Integrating Services for Community Prosperity"

Maribel Martinez is a graduate of Florida International University, Miami, where she earned a B.S. in Special Education and an M.S. in Reading Education. After earning National Board Certification in 2006, Maribel began her Doctor of Education and earned an Ed.S. degree in Education Leadership in 2012 from the Richard W. Riley College of Education and Leadership.

Maribel began her career as an educator in South Florida in 1997 and has since served as a literacy coach, college professor, program implementation manager, and education consultant in New York, and most recently, as Director of Education at a non-profit management support organization in Palm Beach County, Florida.

Maribel Martinez joined EveryoneOn in 2015 as the Regional Manager for Florida based in Miami, and as of 2017, became the Regional Director for the Southeast and Puerto Rico, overseeing FL, GA, AL, MS, LA, AR, and Puerto Rico. A Florida native, She brings to the role over 20 years of professional experience in the areas of education, technology, management, professional development, coaching, and leadership.

Cheryl Molyneaux

DBSA Central Florida, Inc./Centre for Well-Being

"Ride the Financial Waves With WRAP©"

Cheryl Molyneaux is President of DBSA Central Florida/Centre for Well-Being. She has financial management experience as a CPA.

As an educator, Cheryl has served in various capacities, from Associate Campus Dean to Professor of Accounting and Business. Cheryl earned her Bachelor's degree from University of the Virgin Islands, MBA from University of Baltimore and Doctorate in Organizational Leadership from Nova Southeastern University. Cheryl is trained as a NLP (Neuro Linguistic Programming) Life Coach; Florida Certified Recovery Peer Specialist and Facilitator for WRAP® (Wellness Recovery Action Plan).

As a WRAP Facilitator, Cheryl facilitates workshops helping participants create plans to manage various life issues.

Scarlett Montenegro

United Way of Miami-Dade County

"The 'How' of Banking Relationships"

Scarlett 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 non-profit organization focused on ending the cycle of poverty in Liberty City.

Scarlett, a Miami native, was a Posse Foundation scholar at Mount Holyoke College, where she received her Bachelor of Arts in Politics, and is an alumni of the Congressional Hispanic Caucus Institute and the University of Miami's Community Scholars in Affordable Housing Program

Nancy Montoya

Federal Reserve Bank of Atlanta

"It Wasn't Raining When Noah Built the Ark: How Can We Build Financial Arks for Vulnerable Florida Families?"

Nancy Montoya is a Policy Advisor in the Office of Consumer Policy. Her primary focus is to help manage and coordinate the Financial Literacy and Education Commission (FLEC), a 20+ Federal interagency Commission that coordinates its members' diverse financial education activities for Americans, including families, children, youth, students, service members and their families, and financially vulnerable populations. She also works on other consumer policy and education issues, including personal financial preparedness and recovery.

Prior to joining the Treasury, she was the principal of TTA, a consulting firm focused on building vibrant and self-sustaining communities through community and economic development investments. She served as the Senior Regional Community and Economic Development Manager for the Gulf Coast region at the Federal Reserve Bank of Atlanta, and as a Community Reinvestment Director for Hibernia National Bank.

Joyce Odongo

Bank of the Ozarks

"The 'Why' of Banking Relationships"

Joyce Odongo is Regional Community Development Officer of FL, and AL, with oversight in GA at the Bank of the Ozarks. In her responsibility, she represents the bank on region-wide initiatives, which include community development, not-for-profit collaboratives, and serving the needs of low- and moderate-income communities.

She has over 15 years of experience in the community development industry, managing the Community Reinvestment Act for financial institutions. Her passion is working with non-profit organizations, and providing financial education to empower others to obtain financial stability.

She enjoys traveling with her family, reading books and listening to music.

Milagros "Millie" Otero DeMary

Above and Beyond: Children & Community Services

"Champion Families: Wrapped in Financial Stability"

Milagros "Millie" Otero DeMary has a degree in Early Childhood Education. She has been working with children and families for over (35) years. She has operated her own Child Care Center in the State of New York, has been a pre-school teacher, and worked as an Education Specialist, a Site Supervisor and a Program Manager for (4C) Community Coordinated Care for Children, Inc. Head Start Program for fourteen years.

Milagros presently works with Above and Beyond: Children & Community Services as a Certified Recovery Peer Specialist, Family Advocate, and Program Developer.

Johanna Ramirez

University of Florida/IFAS

"Breaking Down Barriers: Using Financial Technology for Financial Management Education"

Johanna Ramírez is a Family and Consumer Sciences Faculty Extension Agent for the University of Florida/IFAS Osceola County in Florida. She has a BBA from the University of Puerto Rico, and is currently pursuing her master’s degree in Public Administration and Non-Profit Management at the University of Central Florida. With over ten years of experience working with individuals and families in the community, Ms. Ramírez manages and provides a variety of programs promoting financial education, well-being and housing classes for potential homebuyers, homeowners, and assist families in preventing foreclosure.

Some of the topics covered in her programs include, but are not limited to: budgeting, credit, getting out of debt, savings in combination with other subjects for first-time homebuyers and post-purchase education. She also provides one-on-one financial mentoring and foreclosure prevention to clients.

Johanna is dedicated to assisting clients to become stable and self-sufficient, and connecting people to develop innovative programs that make a difference to create an impact in the community.

Kathleen Redfern

Kathleen Redfern

"Ride the Financial Waves With WRAP©"

Kathleen 'Kitty' Redfern is Treasurer of DBSA Central Florida/Centre for Well-Being. Kathleen received her Bachelor's Degree from the University of Florida in the field of Child Development & Early Childhood Education, and her Master's Degree in Elementary Education from Nova Southeastern University. She is also Florida State-Certified in the areas of ESOL (English for Speakers of Other Languages) and Media & Library Science.

Kathleen spent her 34 year career teaching grades K through 5 – Regular Ed and ESOL - , retiring in 2014. She currently facilitates DBSA meetings, classes and events, volunteers as a high school mentor, assists with iDignity events, seeks Florida State Certification as a CRPS (Certified Recovery Peer Specialist), and co-facilitates WRAP® (Wellness Recovery Action Plan) classes for various groups, including the Osceola County Jail.

As a WRAP© facilitator, Kathleen guides participants in building a workable plan for use when confronting issues arising in their lives.

David Rothstein

Cities for Financial Empowerment Fund

"The 'What' of Banking Relationships"
"The 'Who' of Banking Relationships"
"The 'When' of Banking Relationships"

David is a Principal at the CFE Fund, where he leads the national Bank On initiative. Previously, he served as Deputy Director of Resource Development and Public Affairs for Neighborhood Housing Services of Greater Cleveland, providing fund development and policy leadership. He also served as a research fellow for the New America Foundation in asset building, and the Program Director for the Ohio CASH Coalition with Policy Matters Ohio.

He has a BA in Political Science from John Carroll University and an MA from Kent State University. David also founded and Chairs the Coalition for Safe Loan Alternatives.

Mary "Jeanette" Schultz

National Endowment for Financial Education (NEFE)

"Family Money Skills: Basic Tools for Financial Success"

Mary "Jeannette" Schultz is the Director of Financial Workshop Initiatives for the National Endowment for Financial Education (NEFE) in Denver, Colorado. She manages the website, www.FinancialWorkshopKits.org. This website is designed to help leaders, community volunteers and educators teach financial education to under-served audiences. The tools and resources include PowerPoint presentations, talking scripts, activities and informational handouts.

She has received the Bronze Quill Award in the Denver chapter of the International Association of Business Communicators for the American Foundation for Suicide Prevention. In the regional chapter, she has received the Award of Merit for the same project.

Pauline Simmonds-Brown

Florida Prosperity Partnership

Kickstart Session - "Lokahi Means 'Everyone Comes Together': The Many Facets of Collective Impact"

Pauline Simmonds-Brown is a consultant and Program Facilitator for Florida Prosperity Partnership
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.

With a Bachelor of Science degree from the University of South Florida and a Master of Science from the University of Central Michigan, her career path in healthcare has afforded her roles as a Team Leader, Director of Technical Services, Director of Quality Assurance, District Executive Director and Area Director in various health systems.

Pauline is engaged through various boards and committees including United Way of Central Florida, The Catholic Charities of Central Florida Western Region Advisory Board, Polk Vision, Paul A Diggs-Save Our Children Campaign, Toastmasters International and Free Life Chapel.

Jennifer Staley

Federal Reserve Bank of Atlanta

"Exploring the 'Personal' in Personal Finance: What Drives Money Behaviors?"

Jennifer Staley is a senior communications specialist in the community and economic development department at the Federal Reserve Bank of Atlanta.

Prior to her current role, Jen developed financial education content and programming for the University of Colorado. In this capacity, she created and delivered presentations on the importance of growing self-awareness to inform financial behaviors and enhance financial well-being. Jen presented her work at regional, national, and international conferences.

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.

Tricia Teal

Above and Beyond: Children & Community Services

"Champion Families: Wrapped in Financial Stability"

Tricia Teal, MS in Clinical Psychology, has over 35 years of experience in Mental Health and Education. Tricia has served her communities as a Therapist, Consultant, Educational Diagnostician, Community Trainer, Psychology Professor, and as a Director of two 501(c)(3) agencies serving the needs of children and their families.

Tricia is the President and founder of Above and Beyond: Children & Community Services, Inc., an agency that provides Wraparound Facilitation and Behavioral Health Services.

Tricia was elected as Chair of the Children's Cabinet of Seminole County three consecutive years and currently serves as an advisor on their Executive Committee.

Rebecca Thompson

Prosperity NOW

"VITA/Free Tax Prep Is More Than Just Free Taxes"

Rebecca Thompson is the Project Director of the national Taxpayer Opportunity Network (TON). The network is housed within and managed by Prosperity Now (formerly 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 Prosperity Now, 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.

Kim King Torres


"What Begins Well, Ends Well!: Financial Programs for Children and Youth"

Kim Torres, Director of Student Services, Branches, Inc. in Miami, has dedicated her life to serving at-risk children and families in South Florida through the founding and leading of the Branches' Grow & Climb programs, which serve children and youth. Kim is a commissioned missionary of the General Board of Global Ministries of the United Methodist Church. Kim has a passion for helping to provide opportunities to the children, youth, and their families in Florida City.

Kaylin Wilkey


"What Begins Well, Ends Well!: Financial Programs for Children and Youth"

Since 2012, Kaylin Wilkey, Associate Director of Financial Services, Branches, Inc. in Miami, has worked and volunteered her time to support high-risk youth, victims of domestic violence, and families living in poverty. Ms. Wilkey believes that to change the fabric of the community in which we live, we need to start with our children and youth, especially those who are more vulnerable. In her current role, Ms. Wilkey focuses on developing financial opportunities that can level the playing field for this population.

What Questions Do You Have About the FPP Tenth Annual Statewide Training Conference?

Contact the conference planning team at FPP@FloridaProsperityPartnership.org to learn more!

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