Presenters - 2011 Conference

For Education Partners



Dr. Vickie L. Bajtelsmit
Colorado State University
Presentation: Keynote Sessions

Dr. Vickie Bajtelsmit is a Professor in the Department of Finance and Real Estate at Colorado State University where serves as the Director of the departmental graduate program and teaches financial planning, insurance, and investments courses. She holds a Ph.D. in Insurance and Risk Management from the University of Pennsylvania’s Wharton School of Business, a J.D. from Rutgers University School of Law, and a B.A. from the University of Virginia. Dr. Bajtelsmit is a past president of the Academy of Financial Services, the American Risk and Insurance Association, and the Risk Theory Society. She is the author of two personal finance textbooks, Personal Finance: Skills for Life (John Wiley & Sons, 2006, 2012 forthcoming) and Personal Finance: Managing Your Money and Building Wealth (John Wiley & Sons, 2008), which are used at many universities around the country. She has also published more than 30 refereed academic articles primarily focusing on issues related to personal financial decision making, including retirement, insurance, and investing. She is an Associate Editor for the Financial Services Review; Assistant Editor for the Journal of Financial Services Professionals, Editorial Advisory Board member for Benefits Quarterly, an Employee Benefit Research Institute Research Fellow, and regularly serves as an ad hoc reviewer for more than a dozen academic journals.

Dr. Sam N. Basu
William Paterson University
Presentation: Implementing Professional Sales Training into the Financial Planning Curriculum

Dr. Sam N. Basu assumed the position of Dean, Costsakos College of Business at William Paterson University from August 1, 2006. Dr. Basu came to William Paterson from California State University, East Bay (formerly Hayward) where he held a variety of positions over time, including Interim Dean of the College of Business & Economics, Associate Dean, Co-Director of the Smith Center for Private Enterprise Studies and Professor of Finance and Banking. His prior academic experience includes 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 has spent many years in the business sector in various capacities. He was senior vice president of MeraBank in Phoenix, Arizona in charge of Corporate Planning and Development, VP and Manager of Strategic Planning as well as AVP, Corporate Finance, 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. Basu maintained an independent consulting practice in executive development, finance and strategy with clients ranging from Fortune 100 to start ups; and state and federal government agencies. He as a member of the founding group of entrepreneurs which started a fiber optics company in India. Dr. Basu has a B. Tech (Honors) degree in Mechanical Engineering from Indian Institute of Technology (Kharagpur), MBA from University of Saskatcherian and Ph.D. from University of Houston. He is the author of approximately thirty research papers in a variety of publications and this book "Strategic (Credit Management" published by John Wiley & Sons. Dr. Basu is multilingual and has worked, consulted or lectured in North America, Asia, Europe and Latin America.

Dr. Somnath Basu
California Lutheran University
Presentation: Keynote Sessions

Dr. Somnath Basu is a Professor of Finance at California Lutheran University and the Director of its California Institute of Finance. Dr. Basu is also a Professor of the Helsinki School of Economics (now Aalto University) Executive MBA Program and at aSSIST institute of Science and technology in Seoul, South Korea. Previously, he was an Associate Professor of Finance at the Daniels College of Business at the University of Denver. He earned his B.A. in Economics, University of Delhi, MBA (Finance), Marquette University, Ph.D. (Finance), University of Arizona. Dr. Basu is extensively published in the field of investments and financial planning and is an award winning teacher. He has significant consulting experience with US Fortune 100 companies, advising institutional money managers and in developing proprietary personal investment software. He is a columnist for two US financial journals, on several financial planning Boards and is the coauthor of a financial planning/investments textbook published by McGraw Hill, May 2006.

Dr. James E. Benton, CFP®
Shippensburg University
Presentation: Personal Finance 101: The Dream Course for Recruiting Personal Financial Planning Majors on a College Campus

Dr. James E. 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 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.

Dr. Sharon Burns
Purdue University
Presentations: Keynote Sessions

Sharon Burns serves as a Clinical Associate Professor in the Department of Consumer Sciences and Retailing at Purdue University. Dr. Burns is also the Executive Director of the American Council on Consumer Interests. She is an expert in the financial issues of eldercare and retirement planning. Since 2007, Dr. Burns has consulted on the development of several professional and consumer financial education programs. As Executive Director of the Association for Financial Counseling and Planning (1998 – 2007), she served as the principal on three financial education projects, funded for a total of over $1.5 million dollars. In addition, she has authored several published manuscripts and is co-author of a trade book, How to Care for Your Parents' Money While Caring for Your Parents. The book was selected by Michelle Singletary as the Color of Money Club Book of the Month, and as recommended reading by the Wall Street Journal. Burns has been quoted in the Washington Post, Business Week, Wall Street Journal, Chicago Tribune, Parents, Smart Money, Better Homes and Garden and numerous other publications and newsletters. Dr. Burns has served on numerous national boards and committees focusing on improving the financial literacy and decision making of Americans. She has served on meeting facilitation teams for the U.S. Government Accounting Office, National Endowment for Financial Education and Credit Union National Association. In addition she participated in panel discussions concerning financial literacy initiatives hosted by the U.S. Treasury and U.S. General Accounting Office. Burns received her Ph.D. in Consumer and Family Economics from Purdue University, a Master of Science degree in Consumer Science from the University of Wisconsin-Madison and her Bachelor of Science degree in Family Financial Management from Purdue. She became a licensed CPA in 1993.

Dr. Charles Chaffin
CFP Board
Presentations: Registration Criteria, Capstone Course Development, and Avenues for Improving both Program Effectiveness and Overall Sustainability; Keynote Sessions

Dr. Charles Chaffin arrived at CFP Board in March 2010. 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. His varied teaching experience encompasses all levels of learner development, from elementary school to higher education, as well as classroom-based, online, and blended instructional platforms. Dr. Chaffin 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. Leon Chen
Minnesota State University
Presentation: Black-Litterman Model Exercise Using Excel: A Classroom Experiment

Dr. Leon Chen is currently the assistant professor of Finance, and the director of Financial Planning Certificate Program at Minnesota State University Mankato. Leon recently earned his Ph.D. of Risk Management and Insurance from the University of Georgia, with Finance as the support area. Prior to that, he also obtained his MBA degree in Finance from the University of Notre Dame, and had over three years of banking and financial service industry experience. In his leisure time, Leon enjoys reading and table tennis.

Dr. Christopher Coyne, CFP®
Saint Joseph's University
Presentation: A Course Management System Template for Teaching Financial Planning

Dr. Christopher Coyne, CFP® is an Associate Professor of Finance at Saint Joseph's University in Philadelphia, PA. Saint Joseph's has had a CFP Board registered program since 2001, and Dr. Coyne has been the primary faculty member associated with this program. Dr. Coyne received his CFP® certification in 2002. He participated in CFP Board's exam review process from 2003 through 2006, and was a member of the model curriculum group. He has been a member of the Tri-State Area FPA (Philadelphia) for the past five years. His research interests focus primarily on the behavioral aspects of what is considered "rational decision making." Dr. Coyne has also been heavily involved in online education. He has been using the course management system since the last millennium and is constantly looking for ways to improve the learning outcomes using these venues.



Dr. Lukas R. Dean
William Paterson University
Presentation: Implementing Professional Sales Training into the Financial Planning Curriculum

Dr. Luke Dean is the program director for the Personal Financial Planning program at William Paterson University in New Jersey since August 2008. He recently received his Ph.D. in Personal Financial Planning from Texas Tech. His dissertation examines Registered Investment Advisers in the U.S. based on type of compensation, type of clients, agency costs, and potential conflicts of interest. 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, sponsored by CFP Board, FPA, Ameriprise, and AFS.



Caroline S. Fulmer, CFP®
University of Alabama
Presentation: Best Practices for Teaching in an Asynchronous Online Learning Environment

Caroline Fulmer currently serves as an Assistant Professor in the Consumer Sciences Department of the College of Human Environmental Sciences at the University of Alabama. Prior to her full-time faculty position, she worked in the financial services industry for over 30 years and most recently served as Senior Vice President and Retail Banking Manager for Cadence Bank, N.A. She served as an adjunct professor at the University of Alabama for 17 years and also currently owns Coaching and Training Solutions, LLC, a consulting firm that provides training and coaching in leadership, management, sales and customer service.

Dr. Jerry Gale
University of Georgia
Presentation: The Development of a Campus-Based Clinical Practicum in Financial Planning

Jerry Gale, Ph.D. is an associate professor in the Department of Child and Family Development and Clinical Director of the Doctoral Marriage and Family Therapy Program. He has presented at numerous national and international conferences, was an invited speaker in Korea, and has written over 50 publications and three books. He is the recipient of the American Family Therapy Academy 2006 outstanding research award. He has created with Dr. Joseph W. Goetz a model of relational financial therapy incorporating systems theory and financial counseling. He is co-chairing the second annual financial therapy conference to be held in Athens, Georgia this coming September.

Dr. Joseph W. Goetz
University of Georgia
Presentation: The Development of a Campus-Based Clinical Practicum in Financial Planning

Joseph W. Goetz, Ph.D. is an assistant professor in the Family Financial Planning Program at the University of Georgia. He currently teaches undergraduate and graduate courses in financial counseling, financial plan development, and a practicum course in financial planning. His research areas of focus include experiential education in financial planning, financial risk tolerance, and financial therapy. He received his bachelor's degree from the University of Missouri-Columbia, and completed graduate degrees in the areas of psychology and financial planning at Texas Tech University. He was recently selected as a University of Georgia Lilly Teaching Fellow and Service-Learning Fellow. He currently serves on the editorial boards of the Journal of Financial Counseling and Planning, Journal of Personal Finance, and the Journal of Financial Therapy.

Alan Goldfarb, CFP®
2011 Chair-Elect, CFP Board's Board of Directors
Presentation: General Session with CFP Board's Leadership

Alan 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 2011 Chair-Elect of CFP Board's Board of Directors and will become Chairman in 2012. 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 E. Grable, CFP®
Kansas State University
Presentation: Keynote Sessions; Real Time or Not: Do Case Details Matter?

Dr. John E. Grable, CFP® received his undergraduate degree in economics and business from the University of Nevada, a MBA from Clarkson University, and a Ph.D. from Virginia Tech. He is the program director for the CFP Board-registered undergraduate and graduate program director at Kansas State University. Dr. Grable also serves as the Director of The Institute of Personal Financial Planning and Co-Director of the Financial Therapy Clinic at K-State. Prior to entering the academic profession he worked as a pension/benefits administrator and later as a Registered Investment Advisor in an asset management firm. 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. His research interests include financial risk-tolerance assessment, financial planning help-seeking behavior, and financial therapy/counseling. 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 and co-authored two financial planning textbooks. Dr. Grable has served on the Board of Directors of the International Association of Registered Financial Consultants (IARFC), as Treasurer and President for the American Council on Consumer Interests (ACCI), and as Treasurer for the Financial Therapy Association. He also served on the Research Advisory Council of the Take Charge America Institute (TCAI) for Consumer Education and Research at the University of Arizona. He is the recipient of the prestigious Cato Award for Distinguished Journalism in the Field of Financial Services, the IARFC Founders Award, and the Dawley-Scholer Award for Faculty Excellence in Student Development, and the ACCI Mid-Career Award.

Dr. Michael S. Gutter
University of Florida
Presentation: Using Real Clients in a Capstone Financial Planning Class

Michael Gutter, Ph.D. 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. Gutter currently explores how financial education is related to financial behaviors and whether or not it is effective as a treatment resulting in improved financial decision making. He recently won Outstanding Conference Paper Award for the 2010 Association for Financial Counseling and Planning Education.

Dr. Vickie L. Hampton, CFP®
Texas Tech University
Presentation: Keynote Sessions

Dr. Vickie L. Hampton, CFP® is Professor of Personal Financial Planning and Department Chair at Texas Tech University. She teaches financial planning and has authored 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 is a member of the NEFE Academic Advisory Council. She formerly served on CFP Board's Board of Governors and Board of Examiners, as well as the Academy of Financial Services Board. She received her Ph.D. in Family and Consumption Economics at the University of Illinois - Urbana.

Dr. Sherman D. Hanna
The Ohio State University
Presentation: Using Real Clients in a Capstone Financial Planning Class

Sherman D. Hanna, Professor, Consumer Sciences Department, Ohio State University, received a Ph.D. in Consumer Economics from Cornell University and a Bachelor of Science in economics from MIT. He was founding editor of the Journal of Financial Counseling and Planning. He has been the advisor for 28 Ph.D. students, and also teaches undergraduate courses in financial planning.

Dr. Bill Healy
William Paterson University
Presentation: Implementing Professional Sales Training into the Financial Planning Curriculum

Dr. Bill Healy is currently Associate Professor with the Russ Berrie Institute for Professional Sales at William Paterson University. His previous record for over thirty years is a unique blend of corporate, consulting, and entrepreneurial experience predominantly in financial services. He was previously President and Founder of The Financial Services University and Princeton Learning Systems with major corporate consulting engagements including Prudential, Merrill Lynch, NationsBank, DLJ / Pershing, American Express, CitiGroup, and among professional associations including The American College, The National Association of Life Underwriters, Educational Testing Service (ETS) and The American Institute of Certified Public Accounts (AICPA). Corporate financial experiences include positions as Vice President with American Express, Shearson Lehman, Merrill Lynch, and sales experience with CIGNA. Dr. Healy's focus has been on initiating and managing large-scale sales and management development programs, leadership education, professional certification and business development strategy. Academically, Dr. Healy has earned Ed.D., M.S., M.A., and B.A. degrees, is co-author of "Making Deals – The Business of Negotiation" and created the "Strategic Learning Blueprint Process."

Elizabeth Jetton, CFP®
University of Georgia
Presentation: Evolution of an Online Financial Plan Development Course – From Group to Individual Format with Oral and Written Assignment Components

Elizabeth Jetton, CFP®, is retired from RTD Financial Advisors and now works as an independent consultant to financial advisors and firms. Jetton is also cofounder of Directions for Women, an organization focused on empowering, educating and engaging women around money. Jetton teaches for CLU's MBA program as Executive Faculty and also at University of Georgia, teaching Capstone for the undergraduate-graduate programs in Financial Planning through the Housing and Consumer Economics department.

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 D. Klock
Virginia Tech
Presentations: A Client Relationship Management Course: Integrating Science, Art and Professional Practice; Real time or Not: Do Case Details Matter?

Derek D. Klock, M.B.A., is a Professor of Practice in Finance in the Pamplin College of Business. He earned his Bachelor's degree from Virginia Tech in 1996. After graduation Mr. Klock worked in the banking and brokerage industry for nearly five years in both bank management and as a personal and small business investment consultant. He was frequently called upon to teach training classes on various investing topics such as IRAs and other qualified retirement plans. Upon completing his Army Reserve commitment, he decided to return to Virginia Tech for graduate school. In 2005 he received his MBA from Pamplin and began teaching various business and economics classes at Hollins University. After realizing his love for teaching, he once again found his way back to Virginia Tech to join the finance faculty where he currently teaches the Finance Concepts and Skills course – a quantitatively-intense financial valuation class. Mr. Klock was previously a board member for the International Association of Registered Financial Consultants (IARFC). He is co-author of two financial planning textbooks and has also written ancillary materials for a top-ranking personal financial management text. He has previously held the Virginia State Life and Health Agents License, and the Finance Industry Regulatory Authority (formerly NASD) Series 6, 7, and 63 Registrations as well as the Registered Financial Consultant (RFC) designation.

Craig Lemoine, CFP®
The American College
Presentation: A Thousand Voices: Efficiently and Effectively Managing Financial Planning and Investment Courses in Online Environments

As a former Senior Planning Manager, financial advisor, team manager, and adjunct faculty member, Lemoine brings a blend of expertise in financial theory, software planning tools, and practical business experience to The American College. As the Davis Distinguished Professor of Finance and Accounting, Mr. Lemoine's responsibilities include accountability for the HS 300 Financial Planning: Process and Environment, HS332; Financial Planning Applications and GS 807 Graduate Capstone courses. He is responsible for preparing and revising study materials, including textbooks and associated exam materials, and staying current in his specialty by publishing professional, scholarly, and technical articles. He also provides community outreach as a guest speaker, representing The American College at various events. Since starting his career in 1998, Mr. Lemoine has also taken a special interest in financial planning software. He worked for a financial planning software company as a design analyst. During that time, Lemoine analyzed competing software systems and realized that this technology was extremely important to the financial planning process. He trained life insurance agents on utilizing software for estate and retirement planning purposes, teaching them to look beyond cash flow statements and advance their practices. Mr. Lemoine has been widely published in professional financial journals and industry focused magazines. Lemoine is a member of the Financial Planning Association and the Academy of Financial Services.

Dr. Ruth H. Lytton
Virginia Tech
Presentations: A Client Relationship Management Course: Integrating Science, Art and Professional Practice; Real time or Not: Do Case Details Matter?

Dr. Ruth Lytton is Professor of Financial Planning and the Director of the Financial Planning Program at Virginia Tech. In addition to serving as program director, she provides student services (e.g., academic/career advising, internship supervision, and job placement) and teaches in the program. Dr. Lytton has received various student association, college, university, and professional association awards for her contributions as a teacher, career/academic advisor and researcher. She serves as an Advisory Editor for the Social Science Research Network's (SSRN) Journal in Behavioral & Experimental Finance and as past Editor of the Journal of Personal Finance. She currently serves on the Financial Planning Association (FPA) Academic Council and the FPA Research Team and has also served on other national FPA committees. In 2010, she was awarded the John H. Cecil Lifetime Service Award from the Central Virginia Chapter of the FPA.

Charles A. Moran, J.D., CFP®
2011 Chair, CFP Board's Board of Directors
Presentation: General Session with CFP Board's Leadership

Chuck Moran, J.D., CFP® is Director of the CFP Board-registered program and Professor of Business Administration at the State University of New York-Cobleskill. He also teaches Corporate Governance and other subjects at the Harvard University Summer Program and NYU's School of Continuing and Professional Studies. Moran holds the Certified Employee Benefits Specialist (CEBS) credential and is a CERTIFIED FINANCIAL PLANNER™ professional. He began his service on CFP Board's Board of Directors in 2008 and currently serves as Chairman. He is a graduate of Princeton University and the University of Michigan Law School and completed the Advanced Management Program at the Harvard Business School. His professional career in financial services spans 40 years, including Pension Trust officer of Chase Manhattan Bank and Senior Vice President of Manufacturers Hanover Trust Co. (both now part of JP Morgan Chase); Chairman, President and CEO of Lionel D. Edie and Co. (then the 15th largest money manager in the US) and founding President of Government Securities Clearing Corporation, a self regulatory organization(SRO) for clearance and settlement of global trading in U.S. Government Securities. A frequent speaker on economics and financial topics, he has testified over 20 times before Senate and House Committees on benefits and investment issues on behalf of banks and other institutions. He also served on advisory councils to the U.S. Department of Labor and the Federal Reserve Bank.

Eve Pentecost, CFP®
University of Alabama
Presentation: Best Practices for Teaching in an Asynchronous Online Learning Environment

Eve Pentecost, CFP® an assistant professor in the College of Human Environmental Sciences at The University of Alabama. In 2005, she began incorporating live video-streaming to distance students as part of traditional classes at the University, and later developed eleven asynchronous online courses to compliment the on-campus sections. She currently teaches undergraduate and graduate courses in financial planning and counseling totally online and is the point of contact for distance inquiries. Her many hats include serving as Chair of the College of Human Environmental Sciences Distance Education Committee and Resolutions Chair on the national public policy committee for the American Association of Family and Consumer Sciences. Eve serves as a personal finance columnist for The Anniston Star, faculty adviser and internship coordinator for financial planning distance students, consumer advocate on the State Board of Education, and United Way and Area Agency on Aging volunteer.

Ron Rhoades, J.D., CFP®
Alfred State University
Presentation: Benefits of Faculty from Collaboration with NAPFA and FPA

Ron A. Rhoades, J.D., CFP® is an Assistant Professor for the Personal Financial Planning Program within the Business Department of Alfred State College. Ron serves on the Board of Directors of the National Association of Personal Financial Advisors (NAPFA). Ron also serves on the Board of Advisors to The Committee for the Fiduciary Standard. In 2011, Ron was named by Investment Adviser magazine as one of the "Top 25" most influential persons in the advisory profession. He also received the 2011 Tamar Frankel Fiduciary of the Year award. Ron served as Reporter for the Financial Planning Association's Fiduciary Task Force, and since then he has authored numerous articles on fiduciary standards of conduct as applied to investment advisers and financial planners. He is frequently quoted by the national media.

Martin Seay
University of Georgia
Presentation: The Development of a Campus-Based Clinical Practicum in Financial Planning

Martin Seay is a Ph.D. candidate at the University of Georgia with an emphasis in Family Financial Planning. As a graduate student, he has taught several financial planning courses at UGA, receiving the University of Georgia Outstanding Teaching Assistant Award in 2011. He has served as both a financial counselor and graduate student supervisor in the ASPIRE Clinic. Currently, he is serving an adjunct faculty member at Brenau University while focusing on his dissertation investigating the effect of the tumultuous real estate market of the 2000s on a household's decision to own private rental property and its role in their overall financial portfolio. His research interests center around the intersection of housing wealth and family financial well-being.

Jean Cantey Segal
Financial Planning Association
Presentation: Benefits to Faculty from Collaboration with NAPFA and FPA

Jean Cantey Segal is Managing Director of Knowledge and Learning for the Financial Planning Association (FPA), the largest membership organization for personal financial planning experts in the U.S. As a member of the senior management team, she oversees all of FPA's knowledge and learning initiatives and programs including live conferences and events; the Virtual Learning Center; the award-winning Journal of Financial Planning and other key publications; and the organization's professional development efforts. Cantey Segal serves as the lead staff liaison for numerous FPA advisory groups, including the Practitioner Advisory Council and conference task forces. Prior to joining FPA in 2005, she served as the Director of Organizational Development for Charles Schwab & Company, Inc. where she directed the creation and implementation of organizational development strategies for its nationwide employees. She received numerous corporate awards for her work including the Chairman's Award, Excellence in Service and was a nominee for the Leader of the Year. Cantey Segal's professional experience also includes the creation and implementation of corporate university infrastructure and facilitation of leadership and management training sessions. A graduate of the University of Tennessee, Cantey Segal has previously held the NASD series 7, 63 and 8 licenses. She serves on the Board of Directors of the Academy of Financial Services. Cantey Segal is currently enrolled in the Boston University online program for financial planning.

Harry Starn Jr., CFP®
California Lutheran University
Presentation: Evolution of an Online Financial Plan Development Course – From Group to Individual Format with Oral and Written Assignment Components

Harry Starn, Jr., MS, CFP®, CFA is an Executive-in-Residence in California Lutheran University's MBA in Financial Planning Program and Associate Director of its California Institute of Finance. He 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. Harry has been teaching, creating and refining online courses for this Program since 2005. He has taught numerous courses in this program, including: Introduction to Financial Planning, Financial Principles and Policies, Investment and Portfolio Management, Employee Benefits and Retirement Planning, and Capstone Course in Financial Planning. Harry is the recipient of the USDLA's 2010 Best Practices Bronze Award for Excellence in Distance Learning Teaching.

Dr. Tom Warshauer, CFP®
University of Florida
Presentation: Keynote Sessions

Dr. Tom Waschauer, CFP® is Professor of Finance at San Diego State University's College of Business Administration, is Program Director of SDSU's three personal financial planning programs and is Director of its Center for the Study of Personal Financial Planning. He was a member of the Board of Examiners of the CFP Board of Standards and was a founder and first President of the national Academy of Financial Services. Early in his career Warschauer practiced financial planning for fifteen years and was NASD Principal for a regional securities firm in Colorado. 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 Associate Editor of the Financial Services Review. He earned the CFP Board's 2003 Academic Article Award and was awarded the San Diego FPA Heart of Financial Planning award in 2009. He holds a Ph.D. in Finance from the University of Colorado at Boulder.

Dr. Walt Woerheide, CFP®
The American College
Presentation: A Thousand Voices: Efficiently and Effectively Managing Financial Planning and Investments Courses in Online Environments

Walt Woerheide, Ph.D., CFP®, is VP of Academics and Dean at The American College. He also serves as the Frank Engle Distinguished Chair in Economic Security Research and Professor of Investments. He has held appointments as a professor of finance at the Univ. of Illinois at Chicago, the Univ. of Michigan - Flint, and Rochester Institute of Technology, as well as Visiting Scholar at the Federal Home Loan Bank Board. He has served as President of the Academy of Financial Services and the Midwest Finance Association. His books include Introducing Personal Finance, published by John Wiley & Sons, and Investments, 6th edition, published by The American College. His most recent publications include multiple articles in the Financial Counseling and Planning, Journal of Financial Service Professionals, the Financial Services Review, and the Journal of Financial Planning. He has served as a judge for the Financial Frontiers Awards and the Kenneth Black, Jr., Journal Author Award Program given by the Journal of Financial Service Professionals. He also serves as an Associate Editor for the Journal of Financial Service Professionals and serves on the Editorial Board of the Financial Services Review and on the Editorial Review Board and the Editorial Advisory Board of the Journal of Financial Planning.

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