For Education Partners

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Presenters

Dr. Jesse Arman
Vice President of Academic Affairs
College for Financial Planning
Presentation: Keynote Session

Dr. Jesse Arman is Vice President of Academic Affairs at the College for Financial Planning, where he is responsible for overseeing master's, certification, and designation programs in financial planning, financial analysis, asset management, and retirement planning. Previously, he spent 20 years managing campuses for Columbia College (Columbia, MO) and he concurrently taught accounting, investments, and finance. He continues to teach in graduate programs both online and on ground. Dr. Arman is a peer reviewer for the Higher Learning Commission (HLC) and also serves on the Commission's finance committee. He previously practiced as a financial advisor and has published and provided interviews throughout financial services media. Dr. Arman's involvement with the financial planning profession includes currently serving on CFP Board's Council on Education.

Dr. Sam Basu
Former Dean of Cotsakos College of Business
William Paterson University
Presentation: Formal and Informal Student Assessment Methods in the Financial Planning Classroom

Dr. Sam Basu has been a professor of finance and the Dean at the Cotsakos College of Business at William Paterson University since 2006. He came to William Paterson University after holding a variety of positions at California State University, including: Interim Dean of the College of Business & Economics, Associate Dean, Co-Director of the Smith Center for Private Enterprise Studies and Tenured Professor of Finance and Banking. Other prior academic experiences include teaching at the University of Southern California as an assistant professor and at the Graduate School of Business at University of California, Berkeley as an adjunct faculty. In addition to his academic experience, Dr. Basu was a Fulbright scholar in India in 2000-2001, working on Economic Deregulation. He was a senior Vice President of MeraBank in Phoenix, overseeing departments such as Corporate Planning and Development. Dr. Basu was Vice President and Manager of Strategic Planning for Wells Fargo Bank in San Francisco. He also worked with Booz Allen & Hamilton as a senior consultant in the area of Financial Services.

Dr. James Benton, CFP®
Associate Professor of Accounting and Finance, Personal Financial Planning Program Director
Shippensburg University
Presentation: Capstone Course: Now that I've taught it, what have I learned?

Dr. James Benton, CFP® is currently an Associate Professor of Accounting and Finance as well as the Personal Financial Planning Program Director at Shippensburg University. His academic credentials include a Ph.D. in Finance and Masters of Art in Economics from Old Dominion University, a Juris Doctor, Masters of Taxation and Masters of Science in Personal Financial Planning from Georgia State University as well as a Bachelor of Science in Accounting and Finance from Northern Illinois University. His Professional credentials include active bar member in the state of Georgia, CPA/PFS, and CFP® certification. Dr. Benton has worked in various law and accounting practices as well as operating his own financial planning/tax planning practices. He has taught various personal financial planning courses at a number of certified financial planning programs to include: Georgia State University, Western Carolina University, Duke University, Old Dominion University, and now Shippensburg University. Dr. Benton is also the founder of The Financial Literacy Academy, LLC, a corporate training company specializing in financial literacy training for employees. Dr. Benton retired from the US Army/Army Reserves as a LTC in the Judge Advocate General Corp.

Michael Cates, CFP®
Senior Director of Certification Programs
College for Financial Planning
Presentation: Keynote Session

Mike Cates, CFP® is the Senior Director of Certification Programs at the College for Financial Planning. In this capacity, he is the Program Director of the CFP® Certification Professional Education Program, responsible for overseeing development of the educational materials and examinations. He joined the College in 1986, and is the professor for the Income Tax Planning course of the CFP® Certification Professional Education Program. He received his CFP® certification in 1995, and completed the College's Master of Science degree program in 1997. In addition to his responsibilities at the College, he also maintains a tax planning and preparation firm in Aurora, Colorado.

Dr. Charles Chaffin
Manager, Academic Programs
CFP Board
Presentations: General Session, Keynote Session

Dr. Charles Chaffin arrived at CFP Board in March, 2010, where he provides guidance and oversight to the 340 CFP Board Registered Programs. He holds a Doctor of Education degree from the University of Illinois at Urbana-Champaign with an additional graduate degree from the University of Michigan. His educational background has focused upon teaching pedagogy, curriculum and instruction, educational and cognitive psychology, learner assessment, and higher education administration. He has taught all levels of learners, from elementary school through graduate and doctoral study, as well as classroom-based, online, and blended instructional platforms. Dr. Chaffin has worked with a variety of colleges and universities in developing and revising curricula to enhance student achievement in both degree and non-degree programs of study. He has published several papers that have focused upon the cognitive workload of learners in different task settings, reflective practice, and best practices in higher education curriculum and instruction. Dr. Chaffin is the editor of the Financial Planning Competency Handbook from CFP Board published by John Wiley & Sons and available in 2013.

Dr. Michael Dalton, CFP®
Adjunct Professor of Financial Planning
Georgetown University
Presentation: Capstone Course: Now that I've taught it, what have I learned?

Michael Dalton, CFP® , JD, Ph.D., CPA is an adjunct professor of Financial Planning at Georgetown University. He is an author and co-author of 23 separate books on financial planning constituting over 100 editions including Fundamentals of Financial Planning, Income Tax, Retirement Planning and Estate Planning, all published by Money Education. Dr. Dalton is a former member of CFP Board's Board of Governors and a former member and Chair of CFP Board's Board of Examiners. In addition, he has taught at Loyola University as a professor of Accounting and Taxation.

Dr. Lukas Dean
Financial Planning Program Director
William Paterson University
Presentation: Hands on Financial Planning: Educating Beyond the Classroom

Dr. Lukas Dean has been the Financial Planning program director in the Cotsakos College of Business at William Paterson University in New Jersey since August 2008. He received his Ph.D. in Personal Financial Planning from Texas Tech. His research interests are Registered Investment Advisers in the U.S. based on type of compensation, type of clients, agency costs, and potential conflicts of interest and how financial matters impact family relationships. He has a bachelors and masters degree from Brigham Young University in Provo, Utah. He was the advisor for the team of students that won 1st place overall in the 2010 National Financial Planning Challenge and the team that tied for 2nd place in the 2011 National Financial Planning Challenge, sponsored by the CFP Board, FPA, Ameriprise and AFS.

Alan Goldfarb, CFP®
2012 Chair, CFP Board's Board of Directors
Presentation: General Session with CFP Board's Leadership

Alan Goldfarb, CFP® is Chief Wealth Strategist for Weaver Wealth Management, the financial advisory arm of Weaver, L.L.P. in Dallas, Texas. He was the Director of the Financial Services MBA Program at the University Of Dallas Graduate School Of Management, developing the curriculum and structure of the first MBA program to be registered with CFP Board. Additionally he has served as the Executive Director for the University of Dallas' Southwest Institute for Personal Financial Education. A past chair of CFP Board's Board of Professional Review (now Disciplinary and Ethics Commission), he also served on the Ethics Task Force that developed CFP Board's updated Standards of Professional Conduct, which became effective July 1, 2008. He currently serves as 2012 Chair of CFP Board's Board of Directors. He has been named five times to Worth Magazine's top financial advisor and has been named a top financial planner by D Magazine each year since the list has been published. Alan has also served as a securities arbitrator and mediator with the American Arbitration Association and New York Stock Exchange. He earned his undergraduate degree in Engineering and Management from Fairleigh Dickinson University, his MBA in Economics and Management from the University of North Texas, and his Accredited Investment Fiduciary designation from the University of Pittsburgh.

Dr. John Grable, CFP®
Professor
University of Georgia
Presentation: Case Development Workshop

Dr. John Grable, CFP® teaches and conducts research in the CFP Board-registered undergraduate and graduate program at the University of Georgia, where he holds an Athletic Association Endowed Professorship. Dr. Grable served as the founding editor for the Journal of Personal Finance, a rigorous peer-reviewed research journal, and he is currently the co-editor of the Journal of Financial Therapy. He has been the recipient of several research and publication awards and grants, and is active in promoting the link between research and financial planning practice where he has published numerous refereed papers, co-authored two financial planning textbooks, and co-edited a financial planning and counseling scales book.

Dr. Michael S. Gutter
Assistant Professor and Financial Management State Specialist
University of Florida
Presentation: Keynote Session

Dr. Michael Gutter is an Assistant Professor and Financial Management State Specialist for the Department of Family, Youth, and Community Sciences, in the Institute for Food and Agricultural at the University of Florida. His BS is in Family Financial Management and his Ph.D. is in Family Resource Management from The Ohio State University with a specialization in Finance. Dr. Gutter's research currently explores how financial education and financial socialization are related to financial capability. Gutter created the Florida Master Money Mentor program, which has trained hundreds of volunteer Mentors in almost 30 counties helping Floridians with their budgeting and credit. He has also created several youth financial education programs and is one of the Academic Directors for the National Institute of Financial and Economic Literacy, which is an award winning Teacher Training program, which began in Wisconsin. Dr. Gutter's research and efforts have funding from Bank of America, National Council on Economic Education, HUD, and the National Endowment for Financial Education. He is the current President of the Florida Jump$tart Coalition and also serves on the Board of Directors for the Association for Financial Counseling and Planning Education. He has won several awards for his efforts including the 2008 American Council on Consumer Interests mid-career award and Dean Don Felker National Award for Financial Literacy.

Dr. Vicki Hampton, CFP®
Department Chair, Professor of Personal Financial Planning
Texas Tech University
Presentation: Facilitating Student Engagement: High/Low Cost Curriculum Ideas

Dr. Vicki Hampton, CFP® is the Department Chair and a Professor of Personal Financial Planning at Texas Tech University in Lubbock, Texas. She teaches financial planning for future financial planning practitioners. She has written articles on career development in the financial planning profession, determinants of success on the CFP® Certification Examination, and financial planning benchmarks for measuring financial well being of families. Dr. Hampton has served on CFP Board's Board of Governors and Board of Examiners, and on the Academy of Financial Services Board. She received her Ph.D. in Family and Consumption Economics at the University of Illinois - Urbana.

Edward Hutton
Director, Assistant Professor of Finance
Niagara University
Presentation: Capstone Course: Now that I've taught it, what have I learned?

Edward Hutton, CFA, is an Assistant Professor of Finance and Director of the Center for Financial Education at Niagara University, where he was responsible for planning the recently approved CFP Board-Registered Program. Prior to his position at Niagara, he has spent over 25 years in the financial services and investment management industry. He has an MBA from Canisius College and an MS in Financial Economics from the State University of New York at Buffalo.

Adam Kashuba
Director of Professional Development and Post-baccalaureate Programs
Northwestern University
Presentation: Keynote Session

Adam Kashuba is the Director of Professional Development and Post-baccalaureate Programs at Northwestern University School of Continuing Studies. He manages 10 non-credit programs and dozens of academic certificate programs. These programs include humanities, social sciences, business, and Certified Financial Planning. He has over 10 years of academic administrative experience in leading graduate, undergraduate and international education. He has also led successful institution accreditation processes and even managed branch campuses in the Middle East and Europe. He earned a master's in history from DePaul University in Chicago and has a BA from Grinnell College in Grinnell, Iowa.

Dr. Peter Kaye
Assistant Dean, Undergraduate and Professional Programs
Northwestern University
Presentation: Keynote Session

Dr. Peter Kaye has been an educator for virtually all of his adult life, though his career has included different paths. For the last ten years, he has been an administrator and teacher at the School of Continuing Studies (SCS) at Northwestern University, which has been providing education for working adults since 1933. Dr. Kaye has recently taken on responsibility for noncredit professional development programs, including Certified Financial Planning. Before becoming an administrator, he was an adjunct instructor of literature at SCS for 15 years, while also working in educational publishing as an editor. He earned a Ph.D. from Stanford University, with a specialization in English and Humanities, which makes him, of course, an expert in financial education. As he says, "Shakespeare and Dickens made a lot of money, but they weren't able to pass much on to the next generation, which is why we need more CFP® professionals."

Kevin Keller
Chief Executive Officer
CFP Board
Presentation: General Session with CFP Board's Leadership

Kevin R. Keller is Chief Executive Officer of Certified Financial Planner Board of Standards, Inc. (CFP Board), the certifying and standards setting organization for personal financial planning. Mr. Keller joined CFP Board in May 2007 after serving 16 years with the Association for Financial Professionals (AFP), a membership organization for the finance profession that provides products, education and training for treasury and corporate finance. At AFP, he held the position of senior vice president and chief operating officer for the prior seven years and had management responsibility for programs and services for the 16,000-member organization. He led the organization's strategic planning process and enhanced and grew the Certified Treasury Professional credential. Mr. Keller has held senior staff positions at several associations and earned the Certified Association Executive (CAE) credential in 2000. He holds a B.S. in agriculture and an M.S., both from The Ohio State University.

Derek Klock
Assistant Professor of Practice
Virginia Tech
Presentation: The Case-based Classroom: Bringing Harvard Approach into Your Capstone CourseCase Development Workshop

Derek Klock is an award-winning faculty member at Virginia Tech. During his six-year tenure with the Department of Finance, he has won both departmental and university awards for his teaching and his career-advising efforts, including the Herakovich Undergraduate Teaching Excellence Award and the Virginia Tech Award for Excellence in Career Advising. Mr. Klock serves as the Coordinator of the Pamplin Finance CFP Board-Registered Program and also serves as the career advisor for the more than 500 undergraduate Finance majors. He is also the co-advisor to the student-led, fixed-income, investment group BASIS that manages approximately $5.5 million for the Virginia Tech Foundation. He has developed print and Internet financial education tools, including the co-development of personal financial planning educational software packages for top-ranking collegiate-level textbooks and is the co-author for two financial planning books.

Dr. Ruth Lytton
Director, Financial Planning Program
Virginia Tech
Presentation: The Case-based Classroom: Bringing Harvard Approach into Your Capstone CourseCase Development Workshop

Dr. Ruth Lytton is the Director of the Financial Planning Program at Virginia Tech. She also provides student services (e.g., academic/career advising, internship supervision, and job placement coaching) and teaches several courses. Dr. Lytton has received various student association, university, and national professional association awards for her contributions as a teacher, researcher, and career/academic advisor. Over 5,000 students have taken her introductory personal finance course. She is an academic member of NAPFA and FPA, and serves on the FPA Academic Council. In 2009 she was awarded the John H. Cecil Lifetime Service Award from the Central Virginia Chapter of FPA.

Dr. Jerry Mason
Professor of Financial Planning
Utah Valley University
Presentation: Hands on Financial Planning: Educating Beyond the Classroom

Dr. Jerry Mason has been teaching financial planning (most of the time since 1979). He taught at Brigham Young University, Texas Tech University, the College of St. Rose and now Utah Valley University. When he was not teaching, he served at the Director of Education for the IAFP (now FPA) and worked for Ric Edelman's financial planning firm.

Charles Moran, CFP®
Director of the Financial Planning Program, Professor of Business Administration
State University of New York at Cobleskill
Presentation: Formal and Informal Student Assessment Methods in the Financial Planning Classroom

Chuck Moran, CFP® is a professor at the State University of New York at Cobleskill where he has been the Director of the Financial Planning Program since 2003. He teaches all of the courses except Tax and has engaged in student assessment for the past 15 years. He was 2011 Chair of the Certified Financial Planner Board of Standards, Inc. He has also previously held Board of Directors or leadership positions which include the Financial Planning Association, The American Bankers Association and numerous other financial industry organizations. He has been a leader in the Financial Services Industry as a Senior Vice President of a predecessor of JP Morgan Chase, Chairman, President and CEO of Lionel D. Edie & Co. Inc. (then the 15th largest investment management company in the United States), and founding President and COO of Government Securities Clearing Corporation, an SRO settling global professional trading of US Government Securities.

Ron Rhoades, CFP®
Program Director, Financial Planning Program
Alfred State University
Presentation: Ooze Your Confidence: Teaching Practical Client Communication Skills for the 21st Century CFP® Professional

Ron Rhoades, JD, CFP® is Chair-Elect of the National Association for Personal Financial Advisors (NAFPA). A prolific writer and frequent speaker at national financial planner conferences, he is the recipient of The Tamar Frankel Fiduciary of the Year Award for 2011, from The Committee for the Fiduciary Standard, as he "altered the course of the fiduciary discussion in Washington." He was also named as one of the Top 25 Most Influential persons associated with the investment advisory profession in 2011 by Investment Advisor magazine. An estate planning and tax lawyer, financial planner, and author of several books and numerous articles, Rhoades currently serves as Program Director for the Financial Planning Program at Alfred State College, Alfred, New York.

Tom Ricks, CFP®
President
ETEXfinancial, INC.
Presentation: Capstone Course: Now that I've taught it, what have I learned?

Tom Ricks, CFP® is the President of ETEXfinancial, Inc., a Texas Registered Investment Adviser. Ricks has more than thirty five years of experience providing clients with comprehensive wealth management strategies. His practice involves every facet of comprehensive financial planning and has been recognized as one of the "Best Financial Planners" in Dallas by D Magazine and as a "2010 Five Star Wealth Manager" by Texas Monthly. Ricks is the Program Director of the SMU Certificate Program in Financial Planning. In addition to his duties as Program Director, he regularly teaches the Capstone Course.

Lauren Schadle
Associate Executive Director and COO
Financial Planning Association®
Presentation: Financial Planning Association®: Student Chapters

Lauren Schadle, CAE, serves as the associate executive director and chief operating officer for the 23,000-member Financial Planning Association® (FPA®). She has worked in the association and not-for-profit sector since 1989. Prior to FPA, she held the position of director of membership and marketing for the Institute of Certified Financial Planners (ICFP), one of FPA's predecessor organizations. Before joining ICFP, she worked for the National Professional Management Corporation, an association management company focused on serving the medical profession. She also worked at the California Medical Association, first for its for-profit subsidiary Physicians' Advantage, and then subsequently led the overall marketing communication initiatives for the organization. In addition, Schadle served as public relations/media associate for Catalyst, a research and advisory firm, headquartered in New York, NY. She currently serves as 2011-12 president for the Colorado Society of Association Executives (CSAE), and is a member of the American Society of Association Executives (ASAE). Schadle received her Certified Association Executive (CAE) designation in 2005.

Joyce Schnur
Vice President
Kaplan University School of Professional and Continuing Education
Presentation: Improving Student Retention Rates

Joyce Schnur, CFP® joined Kaplan University School of Professional and Continuing Education in October 2006 as Vice President responsible for the CFP® certification program faculty. In May 2010, she was chosen to lead Kaplan's CFP® certification business unit. Her responsibilities have increased to include oversight of the CAIA and FRM business units as well. Currently, Schnur is an adjunct Professor for Duquesne University in the School of Leadership and Development in the CFP® certification program and teaches many of the Kaplan CFP® certification education and review courses. Throughout her career, she has been a frequent lecturer on many financial planning topics including Investments, Stock Options and Estate Planning at many corporate training events. She has also been a featured speaker at several regional and national training conferences and has been quoted in various publications, including the Journal of Financial Planning, Registered Rep magazine, Pittsburgh T.E.Q, and Executive Tax and Management Report, for which she served as an editor for several years. In July 2011, she appeared on The Sunday Business Page on KDKA-TV Pittsburgh. Prior to joining Kaplan, she had over 20 years of financial counseling experience, during which time she advised many executives, directors of Fortune 500 Companies as well as small business owners. Schnur served as the practice leader for Deloitte Tax LLP's Private Client Advisors Group in Pittsburgh, Buffalo, and Rochester. She directed the comprehensive financial planning services offered by the firm, including investment, insurance, retirement, estate, and income tax planning.

Dr. Hyrum Smith, CFP®
Assistant Professor of the Personal Financial Planning
Virginia Tech
Presentation: Delivering Personal Financial Planning Education Using a PC TabletHands on Financial Planning: Educating Beyond the Classroom

Dr. Hyrum Smith, CFP® is Assistant Professor within the Personal Financial Planning program at Virginia Tech since December 2009. He received his Ph.D. in Personal Financial Planning from Texas Tech University. His dissertation entitled "Three Essays on Financial Sophistication and Effective Decision Making," received the Robert O. Herrmann American Council of Consumer Interests (ACCI) Dissertation award in 2010. He also holds a B.S. in Accounting from Utah State University and a MBA from the University of Utah. His research interests include the influence of qualitative factors, such as access to financial sophistication or behavioral biases, on financial planning decisions in addition to improving effectiveness of student learning. He was the advisor for the team of students that won 1st place overall in the 2011-2012 national iOMe Savings Challenge. Prior to entering the academic profession he worked in the public accounting sector for KPMG, LLP, and as a treasury analyst for SuperValu, a Fortune 500 grocery retailer.

Harry Starn, Jr., CFP®
Associate Director, Professor
California Lutheran University
Presentation: Capstone Course: Now that I've taught it, what have I learned?

Harry Starn, Jr., MS, CFA, CFP® is an executive faculty member of California Lutheran University's MBA in Financial Planning program and Associate Director of its California Institute of Finance. He has been teaching, creating and refining online courses for CLU's MBA-FP program since 2005. In May of this year, the United States Distance Learning Association (USDLA) presented him with the 2010 bronze award for Excellence in Distance Teaching. Mr. Starn earned a Bachelor of Science Degree from the United States Military Academy at West Point and a Master of Science Degree in Finance from the University of Colorado in Boulder. He also holds industry certifications as a Chartered Financial Analyst from the CFA Institute and the CFP® certification from CFP Board. Mr. Starn has over 20 years of experience in the field of financial planning and investment advisory. Prior to starting his own practice, Action Financial Planning, in 1996, he worked as a registered representative with Financial Network Investment Corporation and later served as the Manager of Special Directors' Services with Lipper Analytical Services, Inc., a consulting department to the mutual fund industry.

Dr. Jacob Sybrowsky
Department of Finance and Economics
Utah Valley University
Presentation: Hands on Financial Planning: Educating Beyond the Classroom

Dr. Jacob Sybrowsky currently serves as the Personal Financial Planning Program Director for the Woodbury School of Business at Utah Valley University. He holds a Ph.D. in Personal Financial Planning from Texas Tech University. Dr. Sybrowsky also attended Brigham Young University where he earned a Master's degree in Marriage, Family, and Human Development and a Bachelor's degree in Linguistics with a minor in Korean. Prior to joining the Woodbury School of Business, Dr. Sybrowsky taught in the Personal Financial Planning program at Texas Tech University. His research focuses on inheritance and wealth transfers with a focus on personal and behavioral characteristics that can predict changes in wealth accumulation. He also works as an Associate Planner for Evensky and Katz Wealth Management in Coral Gables, Florida.

Marvin Tuttle
Executive Director and CEO
Financial Planning Association®
Presentation: Financial Planning Association®: Student Chapters

Marvin Tuttle, CAE, serves as executive director/CEO of the 24,000-member Financial Planning Association® (FPA®). Prior to his appointment as executive director/CEO in January 2004, Tuttle served as FPA's associate executive director and publisher/editor of FPA's flagship publication, Journal of Financial Planning. He served in various leadership roles with one of FPA's predecessor organization, the Institute of Certified Financial Planners (ICFP), beginning in 1983. In 1996, he received the Certified Association Executive (CAE) designation from the American Society of Association Executives (ASAE), denoting a level of skill and expertise in the field of association management. That same year, the Journal of Financial Planning, under his guidance, was recognized as the Most Improved Magazine/Journal by ASAE for large associations in the United States. Tuttle currently serves on the board of directors for the Academy of Financial Services, the Advisory Panel on Medicare Education and is a past president of the Colorado Society of Association Executives. He is a graduate of Drake University with a bachelor's degree in journalism.

Dr. Tom Warschauer, CFP®
Professor of Finance Emeritus
San Diego State University
Presentation: Capstone Course: Now that I've taught it, what have I learned?

Dr. Tom Warschauer, CFP® is Professor of Finance Emeritus at San Diego State University's College of Business Administration. He is Director of SDSU's personal financial planning master's program. He is also Director of its Center for the Study of Personal Financial Planning. He was a member of CFP Board's Board of Examiners and was a founder and first President of the national Academy of Financial Services. The Academy is the nation's pre-eminent academic organization dealing with individual finance issues. Early in his career Warschauer practiced financial planning for fifteen years and was NASD Principal for a regional securities firm in Colorado, Maine, and California. Warschauer earned his CFP® certification in the second year it was available. He has been the Academic Editor of the Journal of the Institute of Certified Financial Planners and is an Associate Editor of the Financial Services Review. He is a member of the Financial Planning Association's Academic Council. His areas of research include a variety of topics related to personal financial planning and portfolio management. Dr. Warschauer has published articles in both academic and practitioner journals, such as the Financial Services Review, the Financial Review and the Journal of the ICFP. He earned CFP Board's 2003 Academic Article Award. Warschauer holds a Ph.D. in Finance from the University of Colorado at Boulder.

Dr. Erroline Williams
Director of Professional Development and Corporate Outreach
Duquesne University
Presentation: Relationships matter: The Power of Student and Alumni Engagement – an Essential Component to Maintaining a Dynamic Program

Dr. Erroline Williams is the Director, Professional Development and Corporate Outreach at Duquesne University's School of Leadership and Professional Advancement where she designs, develops, and implements various professional training programs, workshops, and seminars through the Center for Leadership Development for corporations and nonprofit organizations throughout the region. She manages the Executive Certificate in Financial Planning Program and the Power of Leadership Program for Duquesne University administrative professional staff. She has over 10 years of higher education administrative experience and was recently named one of the 2011 Women of Integrity awarded by Pittsburgh Professional Women. Dr. Williams earned her doctorate from the University of Pittsburgh, master's degree from Duquesne University, and bachelor's degree from the University of Pittsburgh.

Council On Education
CFP Board’s Council on Education advises CFP Board on the development and clarification of all educational policies related to the CFP® certification process.