University of Maryland Extension

2015 Speakers

 Annamaria Lusardi

Keynote Speaker: Annamaria Lusardi is the Denit Trust Distinguished Scholar and Chair Professor of Economics and Accountancy at the George Washington University School of Business (GWSB). Previously, she was the Joel Z. and Susan Hyatt Professor of Economics at Dartmouth College, where she taught for twenty years. She has also taught at Princeton University, the University of Chicago Harris School of Public Policy, the University of Chicago Booth School of Business, and Columbia Business School. From January to June 2008, she was a visiting scholar at Harvard Business School. Moreover, she is the Academic Director of the GWSB Global Financial Literacy Excellence Center (GFLEC), and the Director of the Financial Literacy Center (FLC), a joint Center with Dartmouth College, the Rand Corporation, and the Wharton School. She holds a Ph.D. in Economics from Princeton University and a BA in Economics from Bocconi University.

Dr. Lusardi has won numerous research awards. Among them is a research fellowship from the University of Chicago Harris School of Public Policy, a faculty fellowship from the John M. Olin Foundation, a junior and senior faculty fellowship from Dartmouth College. She was also awarded the William E. Odom Visionary Leadership Award from the Jump$tart Coalition for Personal Financial Literacy, and the National Numeracy Network’s inaugural 2012 Steen Award. Moreover, she is the recipient of the Fidelity Pyramid Prize, an award to authors of published applied research that best helps address the goal of improving lifelong financial well-being for Americans.

She has written more than fifty academic articles and edited two books: Overcoming the Saving Slump: How to Increase the Effectiveness of Financial Education and Saving Programs published by the University of Chicago Press in 2008, and Financial Literacy: Implications for Retirement Security and the Financial Marketplace, joint with Olivia Mitchell, published by Oxford University Press in 2011. She has advised the Dartmouth Hitchcock Medical Center, FINRA Investor Education Foundation, the Dutch Central Bank, the OECD, the NYSE Foundation, and the World Bank on issues related to financial literacy and financial education. In 2009, she served as a faculty advisor for the Office of Financial Education of the U.S. Treasury. In 2010, she was recently recognized by the New York Times as one of the six most influential economists in the area of financial reform.

 

 

Deborah Owens      

Keynote Speaker: Deborah Owens is a thought leader and advocate for remedying the wealth disparities of women and minorities. She is the author of three books including the critically acclaimed, A Purse of Your Own: An Easy Guide to Financial Security, published by Simon and Schuster. Owens is a 20-year financial services indust
ry veteran and former vice president and financial consultant with Fidelity Investments. She is a contributor to CNN, News One Now, Shape, Cents Magazine, Essence Magazine, Ebony, Black Enterprise and other local and national media outlets.
Deborah is CEO of Owens Media Group LLC, which develops customized sales, financial acumen and leadership training for individuals and organizations.

She is an Adjunct Professor and Lead Course Designer of Organizational Budgeting and Personal Finance for Bay Path College, an Ambassador for the College Savings Plans of Maryland and Alumni of the Greater Baltimore Leadership Committee. She holds a Master of Business Administration from Loyola University of Maryland.

 

 

 Patty Avery

Patty Avery is a financial empowerment program specialist at the Consumer Financial Protection Bureau. She has experience with community outreach and development, fundraising, crisis communications among other skills. Her previous positions include: community outreach officer at Old National Bank as well as a community outreach officer. Patty has her B.S degree in Broadcast Journalism from the University of Southern Indiana.

 

 

 

Daniel Boylan                                                                                          Daniel Boylan is a Ball State University Educator focusing on Personal Finance.  In this role he has taught over 7,000 students personal finance techniques.   He is also an educator for Money Management International, Inc. where he speaks to local group, the military, and churches about personal finance.  He is an advisor for many Personal Finance efforts.  Dan Boylan led Ball State to becoming the “Best in the Nation” as a university for students committing to save.  He had several articles published in newspapers nationwide.  He has been featured at NPR, Yahoo.com, MarketWatch, AARP, Consumer Federation of America as well as many local media outlets.

 

Pamela Chan 

Pamela Chan is the Associate Director on CFED’s Applied Research Team. Her research seeks to elevate perspectives of people from economically vulnerable communities on financial issues, products and services to inform the design and development of innovative strategies. She also works with organizations to draw lessons from market research, consumer insights and behavioral economics to create, manage and enhance their financial- and asset-building capabilities. Ms. Chan holds an M.P.A. from Harvard University, a J.D. from Northwestern University, and a B.B.A. from The University of Texas at Austin. She has worked for the Nielsen Company, New America Foundation, Sargent Shriver National Center on Poverty Law, Legal Assistance Foundation of Metropolitan Chicago and International Justice Mission.

 

 Rod Griffin

Rod Griffin is Director of Public Education for Experian. He is responsible for Experian’s national consumer education programs and supports the company’s community involvement and corporate responsibility efforts.He speaks regularly at regional and national financial literacy events and supports various national consumer education initiatives including the LifeSmarts Consumer Knowledge Competition and the Jumpstart Coalition for Financial Literacy.In addition, he produces a variety of consumer education materials and for more than a decade has written Ask Experian, an online consumer credit advice column.He serves as an expert spokesperson and is frequently quoted in national print, television and online media outlets.Rod holds a B.S. in journalism from the University of Kansas and has a Fair Credit Reporting Act certification from the Consumer Data Industry Association.

 

  

Emily Hoagland                                                                                           Emily Hoagland is a Research Manager on CFED’s Applied Research team where she conducts research on financial well-being and socialization and provides technical assistance on program evaluation and innovation research and design. In the past, Emily has worked in administrative and planning positions for the Weill Graduate School of Medical Sciences and the Aspen Institute in New York City. As a graduate student she ran a social psychological research laboratory and served as a Teaching Assistant for numerous Sociology courses and as a Research Associate on multiple NSF grant-funded projects. Most recently, she served as a teaching associate for the Cornell in Washington program, mentoring 18 undergraduate students through semester-long, in-depth research projects. Ms. Hoagland has a B. A. in Science, Technology and Society from Vassar College and is in the process of completing a Ph.D. in Sociology at Cornell University, where her main areas of focus are inequality, gender, and experimental and survey methods.

 

 Peter A. Holland

Peter A. Holland is recognized as a national authority on consumer protection law, with a special emphasis on debt buyer lawsuits. He teaches consumer law at the University of Maryland law school, and is a frequent lecturer at state and national consumer protection conferences. He is regularly sought out by other lawyers for mentoring, advice and counsel, and he has been co-counsel in class action lawsuits resulting in the dismissal of thousands of lawsuits filed by debt buyers and by automobile finance companies.

Peter received his B.A. in Philosophy from Bard College, his M.A. in Liberal Arts from St. John’s College of Annapolis, and his J.D. from University of Maryland School of Law, where he received the Public Service Award. He has been in private practice in Annapolis since 1993, starting in a general civil litigation firm, and then opening his own practice in 1997.

 

 

Donna Miller                                                                                          Donna Miller will have 27 years in higher ed this July. For the past 6+ years she presents financial literacy solutions as Director of Business Development at iGrad.  The other 20+ were in educational lending beginning at SallieMae (PA) in 1989 followed by CoreStates and Sovereign Banks, Collegiate Funding Services and immediately prior to iGrad, as Account Manager at Education Finance Partners for over three years.  Donna has a BS in Marketing from King’s College & an MBA in Finance from Wilkes University.  She resides in Southampton, Pennsylvania with her husband and two children- one a junior in college and the other a senior in high school.

 

 

 Steve Rhode

Steve Rhode is a consumer debt expert who has been helping people with problem debt since 1994. First as the founder of a non-profit credit counseling organization. He moved to the UK and began assisting people in the UK, and Netherlands with debt problems. He has since returned to the U.S. where he now provides free help and advice to readers of his site, GetOutOfDebt.org.

 

 

 

Stuart Ritter                                                                                          Stuart Ritter is a vice president of T. Rowe Price Investment Services, Inc. He is a senior financial planner in T. Rowe Price’s Financial Planning Services Group—designing, building, and implementing guidance and advice services to assist customers in achieving their financial goals. He is a frequent contributor to T. Rowe Price publications; has appeared on television and radio programs for networks like ABC News, Fox Business, and National Public Radio; and has been quoted by The Wall Street Journal, The New York Times, Kiplinger’s Personal Finance magazine, Money magazine, and national news organizations.

Stuart received his B.S. in electrical engineering from the University of Maryland College Park and his M.A. in political science from the American University. He is a Series 6, 66, and 7 registered representative and holds the CERTIFIED FINANCIAL PLANNER™ designation. He taught personal finance at Johns Hopkins University for several years, and has also been an instructor at the University of Maryland’s Robert H. Smith School of Business.  He is a member of the Maryland State Department of Education’s Financial Literacy Education Advisory Council.

 

 

Jean C. Setzfand                                                                                              Jean C. Setzfand is the Vice President of Financial Security at AARP.  She leads AARP’s educational and outreach efforts aimed at helping Americans have financial ‘peace of mind’ in retirement.  Her work focuses on providing consumer-friendly information on money matters, workforce issues, retirement decisions and protecting 50+ consumers from investment fraud.  AARP is a nonprofit, nonpartisan membership organization that assists people 50+ have independence, choice and control in ways that are beneficial and affordable to them and society as a whole.  The association has staffed offices in all 50 states, the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

  

 

Linda Sherry                                                                                           Linda Sherry is a nationally recognized consumer advocate and expert on consumer and privacy rights. As director of national priorities for Consumer Action, she is responsible for the organization’s national advocacy work and for Consumer Action’s free, multilingual educational publications and website content. Sherry, who joined Consumer Action in 1994 from a background as a weekly newspaper reporter, established Consumer Action’s DC office in 2004.Sherry, Consumer Action’s chief spokesperson, regularly responds to inquiries about consumer protection issues by the national and local media, Congress and federal regulators. 

Before joining Consumer Action, Sherry was managing editor of AsianWeek in San Francisco from 1991-1994. Previously she was a reporter at The Almanac newspapers in Menlo Park, California; The New York Times Long Island Section, and The East Hampton Star in East Hampton, NY. She was a founding editor of the Sag Harbor Herald, a weekly newspaper in Long Island, NY.

 

 

Syble Solomon                                                                                           Syble Solomon is a financial behaviorist who is interested in how people make financial choices. She develops pragmatic tools that make financial learning fun, provide insights and are informative.  She is the creator of Money Habitudes®, co-creator of Money Habitudes Online® and the author of Bringing Money into the Conversation: a quick start for therapists and Inspired Savings: taking control of your money and your life one day at a time.  As a trainer and speaker on the psychology of money, Syble is a popular presenter at national and international conferences as well as to the NFL, the Air Force, universities, professional associations and non-profits. She has been quoted in over 100 publications including the New York Time, Wall Street Journal, MSN Money and USA Today and was a columnist for Military.com. Michelle Singletary, Washington Post financial columnist, featured Money Habitudes as her book club selection of the month. The Association of Financial Counseling and Planning Education honored Syble as the Educator of the Year and the North Carolina Jump$tart Coalition named her the NC Outstanding Contributor to the Financial Education of Youth.  Money Habitudes® has received the Impact Award from Smart Marriages and the teen program won the EIFLE award from the Institute of Financial Literacy.

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