Roy Reid helps leaders and organizations improve their performance, outcomes, and wellbeing by improving their relationships, beginning with themselves, through the transformational power of trust.
A leading authority on trust, communications and marketing, Roy works with leaders and organizations as a coach, strategist, and consultant. He is also recognized as one of the Top 100 Thought Leaders Influencing Trusted Business Behavior by Trust Across America/Trust Around the World.
Roy is a sought-after speaker and co-author of The Trust Transformation, an evidence-based training program, and the upcoming book Transformational Trust; both of which teach people how to improve results by improving relationships through a more intentional focus on earning, building, and restoring trust. He also served as a principal investigator on research studies at AdventHealth to explore the impact and outcomes of a more intentional focus on trust in relationships.
He is currently a Senior Fellow with The Stockworth Institute, working to build an education platform dedicated to providing companies with the competent skilled workforce they need in today’s competitive and unstable marketplace.
Roy has worked with Fortune 500® companies, healthcare organizations, entrepreneurs, professional service firms, and public agencies. Some of the leading brands include AdventHealth, UCF, Wal-Mart, CSX Transportation, Stockworth, Tavistock Group, Lake Nona, and Duke Energy.
Roy holds his Bachelor of Science degree in Business Administration from the University of Central Florida. He is an accredited public relations professional (APR), a certified public relations counselor (CPRC) and Master Certified Professional Coach (MCPC). He is also a master martial artist with a fifth-degree black belt in Taekwondo.
Google Alana Sanders to find a plethora of links vouching for her character. She has been featured on CNN, BET, and NBC, nominated for “Who’s Who” in Atlanta 4 years in a row, and has been the featured presenter for many expos such as the “Ultimate Women Expo,” along with many notable conventions internationally. She is a former College Business Chair and is currently a University Professor teaching the art of Business and Marketing. She wrote the first college textbook on “Social Media Marketing” through Pearson Education, which included workbooks to help business professionals utilize the networks. Alana consults businesses on the most effective ways to engage their current and future clients. Receiving her undergraduate degree from Grambling State University and being a member of Delta Sigma Theta Sorority, Inc. she has always served in leadership positions and looked out for the best interest of her those she has managed and represented. She holds a Master of Business Administration (MBA), Human Resources, PhD Work in Leadership and Organization Change, and a certification in Paralegal Studies. Alana has also managed multimillion-dollar budgets and employees from various corporations. The achievement that outweighs all of her accomplishments is being the mother to her 17-year-old daughter, who takes after her energetic mom: She published her first book at 5, started her first business at the age of 8, has been taking college courses since she was 9, and took the ACT at 10. She is a Duke TIP and John Hopkins Scholar; alongside being a talented artist. Recently, her daughter accepted a full academic scholarship to study microbiology to become a Doctor of Immunology. (Immunologist) Alana is one proud mom!
Dr. Andrea Andzenge
Dr. Andzenge manages the monitoring, evaluation, learning, and accountability processes of the Center for Financial Stability at United Way Miami. Analyzing the social-economic sector, Dr. Andzenge translates raw data into insights and practices, ensuring efficient programs and impactful communication with stakeholders. Dr. Andzenge is a passionate advocate for the empowerment of individuals. She has a Ph.D. in Global studies, a master's in Peace and Conflict Studies, and a bachelor's in Archaeology. Participating in research and evaluation projects internationally, she has a keen interest in developing tools for socioeconomic change, advocacy, and conflict management.
Andrea Ferrero is the Co-Founder & Executive Director of Pockets Change, building K-12 and college students' financial resilience through hip-hop education. She has spent the last two decades designing and leading award-winning programs for learners ages 6 to 60. Pockets Change received the 2022 Innovation in Financial Education Award from the Jump$tart Coalition. During the pandemic, Pockets Change reached 25,000 K-12 & college students. Andrea is also a board member of the California Jump$tart Coalition and has served as a delegate to the World Innovation Summit (Doha, Qatar); ASCD Supervision and Curriculum Development Delegation (China); Multi-Age Learning Institute (New Zealand); and Mozilla Open Leaders (England).
Corporate Responsibility Group SVP, Head of D&I Marketplace
Anusha and the Marketplace team are dedicated to being enterprise-wide, cultural, change agents where they leverage a multitude of insights to collaborate and enable business partners to seek opportunities, decision initiatives, and create experiences that serve the needs of diverse customers and businesses. The team’s strategy leads with a digital first lens while also ensuring a full omni-channel experience. There’s also stealth focus on financial wellness for all consumers in today and tomorrow’s marketplace. Anusha has been with PNC for 26+ years and prior to her current role led PNC’s first Diverse Growth Segments team, including Marketing and Language Services. Anusha’s leadership led PNC to implement bi/multi-lingual experiences for prospects and customers, including the delivery of pnc.com in Spanish. Prior to that role, she led the Business Banking Deposits Product Team. Her experience is as diversified as the customer base she and her team aim to bring to PNC as she’s had positions in various cross-functional areas including Product, Marketing, Financial Education, Communications, Analytics and Front-Line Sales Management. She also serves on many Employee Business Resource Groups and is a mentor to young professionals at PNC. Outside of PNC, she focuses on philanthropic efforts including, partnering on PNC Grow Up Great opportunities, volunteering with United Way, and participating in school back-pack programs with the Cleveland Food Bank. Anusha sits on the Board of the Akron Art Museum as the Treasurer, participates as a committee member of the Akron Zoo Board, and is active in her local community. Anusha holds a B.A. in Psychology from Cleveland State University, an M.B.A. in Organizational Behavior from Case Western Reserve University, and a J.D. from Cleveland Marshall College of Law, with a license to practice in the State of Ohio.
Beth Kerr is the 4-H and Family and Consumer Sciences Agent for UF IFAS Extension in Hamilton County, Florida. She provides financial literacy, workforce preparation, and career exploration programs for youth in her community. She has served in her current position for four years and is committed to providing financial education programming to youth from limited resource backgrounds. For the past six years, she has taught youth programs for both juvenile detention and residential populations. Beth earned a Bachelor of Science degree in psychology with a M. Ed in Educational Business Administration.
Candice Treen is the founder and CEO of The Community Health Network Inc. The Community Health Network Inc is a community based nonprofit organization that aims to build individual and community capacity by increasing knowledge and selfsufficiency through a range of activities such as outreach, community education, informal counseling, case management and advocacy. Ms. Treen also proudly serves as a member on the city of Baltimore’s Mayor Scott’s Leadership Committee on Homelessness and Housing as well as Mayor Scott’s Committee on Rehousing. Additionally, Ms. Treen also serves as chair on the Employment Engagement Council for Saint Vincent De Paul where she is employed as a case manager in Baltimore city largest family shelter. Ms. Treen is actively participating in Urban Community Scholars Program at Morgan State University as a Student Research Assistant for the Perspectives and Service Needs of Low-income Families Project. She also partakes in a new initiative called the Social Justice Leadership Training Academy Fellowship, which is comprehensive fellowship that promotes the development of skills needed to lead community initiatives, create strategies for change, and conduct social work practice and research within the urban environment. Ms. Treen was inducted into the Delta Gamma Chapter of Tau Sigma National Honor Society as well as Morgan State University’s School of Social Work's Phi Alpha Chapter Kappa Zeta Honor Society.
Cara Macksoud, FBS® is the Managing Director of Money Habitudes. She completed the Financial Therapy Graduate Certificate at Kansas State University and holds a BS in Finance from NYU Stern School of Business. She is a Certified Financial Behavior Specialist® and a member of the Financial Therapy Association where she serves on their business development committee. She is also a member of the Association of Financial Counseling and Planning Education (AFCPE) and is an AFC candidate. Prior to joining Money Habitudes, Cara was the CFO/COO for The Animation Project, an incentivized workforce development program for at-risk youth. Before her time in the nonprofit sector, Cara was an ETF trader for 12 years and, at the time, the youngest female to be given a trading seat on the floor of the NYSE. Cara is the founder of Bank Roll’d, a financial literacy non-profit on a mission to provide education and mentorship to unbanked people who are being left out of the banking system. As a result of the disconnect between her modest lifestyle growing up in Brooklyn and the flashy, indulgent Wall Street lifestyle, Cara had to come to terms with very different attitudes related to money. She began running Relationship with Money workshops to help participants gain a deeper understanding of their own financial behaviors related to risk. It laid the foundation for Cara’s future career becoming more focused on the psychology of money to help people take control of their financial health. Cara resides in Florida with her husband and their five children enjoying the hot weather and hunting for shark teeth.
Carlene Ulacia serves as lead convener and program officer for Bank On Suncoast. Bank On Suncoast is a grassroots coalition serving five counties of Central-West Florida, and consists of federal regulators, local governments, nonprofits, insured financial institutions, and private industry. Bank On has evolved to a national movement whose goal is to ensure that everyone has access to safe and affordable banking services and products. As a Certified Project Management Professional and Certified Master Practitioner in Financial Capability, Carlene has demonstrated expertise in financial capability leadership. She is a graduate of the University of Illinois, holds a Certificate in Organizational Leadership from St. Catherine College, and is a Certified Mortgage Foreclosure Prevention Counselor. She 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 the Prepare+Prosper’s FAIR Collaborative (a kindred initiative to Bank On). Her service work has included serving as Committee Member of the Suncoast United Way Investment Review Committee, Board Director for Nexus Community Partners Foundation. Board Director for Everyday Miracles, and various service roles in Toastmasters. She currently serves as Vice President & Board Director of Career Rebound (careerrebound.org) and a Grant Review Committee Member for the Children’s Board of Hillsborough County. Carlene has also worked in real estate design and development and in the life and health insurance industry in several markets including Chicago, IL, Minneapolis/St. Paul, MN, and Tampa Bay, FL.
Catherine is the manager of strategic initiatives for the Center for Financial Stability at United Way Miami. In her role, she helps manage the planning, implementation, and evaluation of capacity-building efforts. She is responsible for leading the design, piloting and evaluation of strategic initiatives at the Center. With a focus on Data, Catherine has helped build multiple programs and data systems to fuel the work done by the Center in the South Florida community. Catherine has a Bachelor’s in International Relations and Political Science and holds a Master’s in Business Administration from Florida International University.
Chance Cessna was homeless and lived in her car. She grew up in a single-parent home. She was fired from six jobs. In her inspiring book, Chance reveals how she survived these trials, and shares wisdom on how the power of faith leads to a life of victory. Chance explains the core principles to success that will accelerate you in your purpose and position you to live life in full throttle! This book will light your inner fire, ignite your passions, and provide you with a clear action strategy to accomplish your dreams and career ambitions. From faith, family, relationships, and business, Chance gives you keys on how to expertly balance them all. Most importantly, you will learn how to fearlessly overcome difficult setbacks, build your vision from the ground up, navigate through life's detours, and unleash your divine power.
Chike Uzoka is a proud Christian and Financial Advisor. He provides personalized, faith-based financial guidance to teens, adults, and families looking for holistic financial advice.
Christine Coronado is the Associate Director of Financial Wellness at Branches. She oversees data planning, implementation, and tracking while assisting in the development of new and expanding projects and initiatives. She ensures successful stewardship of the staff and helps create a culture of wellbeing that incorporates the organizational values and mission. She previously worked as a Housing Counselor where she advised existing homeowners on how to prevent foreclosure, how to buy a home, and how to protect their credit. In the aftermath of the burst of the housing bubble, she led the Florida Hardest Hit programs at her organization. She was able to help many families receive funding and save their homes from foreclosure. Christine has a Bachelor of Applied Science in Supervision and Management from Miami-Dade College. She is a Certified Financial Health Counselor, a Certified Tax preparer for the Volunteer Income Tax Assistance program and a Certified Acceptance Agent authorized by the IRS to assist in obtaining an ITIN (Individual Taxpayer Identification Number).
Brian "Dyalekt" Kushner has been a hip-hop MC, theater maker, and educator for nearly 20 years. He’s the director of pedagogy at Pockets Change, where he uses hip-hop pedagogy to demystify personal finance and help students take control of their relationship with money. Dyalekt & PC are the recipients of Jump$tart’s Innovation in Financial Literacy award in 2022. He’s rocked (performed/taught/keynoted) everywhere from conferences like AFCPE and Prosperity Now, to stages like SXSW and the Oregon Shakespeare Festival, to classrooms that range from Yale & Harvard to your cousin’s living room. He also co-hosts the Brunch & Budget podcast, which discusses personal finance and racial economic inclusion. Dyalekt is proud to be the poetry writer for NYC DOE’s WORD UP program, where he converted phonics lessons into relatable rhymes. His latest jam is the Museum of Dead Words, an album/play/research presentation about words that turn conversations into fights.
Eric D. Brotman
Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors, host of the Don’t Retire… Graduate! podcast, author of the Don’t Retire… Graduate! book, and regular contributor to Forbes.com. He and his team believe that financial literacy is the key to financial freedom, so they provide free and affordable educational resources and accessible financial planning with no asset minimums.
Eric Reed works for FAAST, Inc, the state’s assistive technology program. In his role as financial loan program director, Eric assists individuals with disabilities in purchasing the AT they need for independence through a low-interest loan program. He is responsible for implementing policies and procedures that expand opportunities for accessing assistive technology devices as well as managing the day-to-day operations of the loan program. Under his leadership, the program continues to expand and evolve with an increased focus on financial education and financial capability for the disability community. Eric has worked in the financial field for over twenty years and combines this experience along with customer-focused management to the FAAST financial loan program. He holds a bachelor’s degree in International Business from Auburn University and is a master's level graduate of the Fall 2020 CPFinCap cohort. He lives in Tallahassee with his wife and two children, and when not working, he enjoys camping, cooking, and cheering on his Tigers.
Gale B. Pinkston Esq.,
Gale is a Managing Attorney with Bay Area Legal Services in the Plant City office, Hillsborough County. During her thirty-two years with Bay Area she has practiced in areas of civil law impacting those with low incomes. She has been responsible for oversight of various grants, and currently is the Program Director for the Low Income Taxpayer Clinic. Ms. Pinkston earned her undergraduate and graduate degrees in Social Work from Florida State University and her law degree from The University of Pittsburgh. She is a Certified Genealogist and in her spare time enjoys researching family histories and genealogy.
Hassan R. Thomas
Meet Hassan R. Thomas: Award-Winning Podcaster, Speaker, and CEO of financial literacy brand called FYI FLI (For Your Information, Financial Literacy & Investing), and the CEO of HRT Enterprises. If you look up the 2022 definitions of the terms motivated, visionary, and driven you will most likely see a picture of Hassan Thomas. A recent graduate, Hassan earned a bachelor’s degree in Business Management from Maryville College (TN) with minors in Marketing and Accounting. He is passionate and energetic with a deep sense of responsibility and accountability – determined to create a positive impact in business as well as in communities that have been traditionally underserved.
Helene Raynaud is CCCSMD’s President and CEO. She joined the agency in January 2016 with extensive experience in the credit and housing counseling industry. Under her leadership, CCCSMD has grown its housing programs, and is now a National HUD Intermediary overseeing a large network of sub-grantees. The agency is also very focused on digital innovation, designed to provide clients with easy-to-access online services. This year alone, CCCSMD has launched online credit counseling and introduced a student loan debt analysis portal, providing clients with greater flexibility. Prior to joining CCCSMD, Ms. Raynaud worked at the National Foundation for Credit Counseling (NFCC) for 10 years, most recently as their Chief Operating Officer. During her tenure, she was responsible for strategic planning, program and partnership development, and fundraising. Ms. Raynaud has experience managing federal and non-federal grants and programs in the areas of housing counseling, financial counseling and financial coaching. She managed one of the largest National HUD Intermediaries from 2008-2013, generating over $60M in federal award funding for NFCC member agencies nationwide. Ms. Raynaud has recently served as the Board President of the Maryland Consumer Rights Coalition and is a Trustee of the National Foundation for Credit Counseling (NFCC), the national association for accredited consumer credit counseling agencies.
Janet Hamer is a principal in Hamer Consulting. She has over thirty-five years of experience in housing, community and economic development, and financial services. Prior to her current role, she was Vice President, Community Development Manager for TD Bank serving the north and central Florida markets. Additionally, Hamer was the Senior Regional Community Development Manager for the Federal Reserve Bank of Atlanta for fourteen years specializing in small business and microfinance lending and access to banking and financial stability for LMI individuals and communities with responsibility for implementing the FRB mission of promoting effective community development lending and investment programs and fair lending throughout the Sixth District of the Federal Reserve. Hamer is an active volunteer with many local, state and national nonprofit organizations including past Board Chair and founder of the Florida Prosperity Partnership, past president of the Florida Community Development Association, board member of the Florida Supportive Housing Coalition and Florida Alliance of Community Development Corporations as well as a VITA volunteer, board member of the Volusia/Flagler Coalition on Homelessness and Housing and serves as Vice Chair of the Volusia Interfaith Natural Disaster Network. In 2011 Hamer received the Ron Smith Outstanding Accomplishment Award from the National Disability Institute for her work in improving the economic lives of Americans with disabilities. She served as the immediate past Board Chair of the National Disability Institute and has served on the board for the past eight years.
Jasmine Johnson is an Accredited Financial Counselor®, Entertainment Accountant, and Mental Health Advocate. For over a decade, Jasmine has helped many people shift their financial mindset and become Financially Independent. As a speaker on everything finances and mental health, she speaks from a personal and well-educated perspective. Jasmine grew up in extreme poverty and understands what trauma and mental blocks could develop from similar experiences. Her financial counseling time is split between her entertainment clients and non- profit which assists individuals in underserved communities. Her passion is to help others achieve Financial Independence by breaking emotional and mental setbacks so they can recognize their financial power to live the life they deserve.
Judy MacKenzie is CCCSMD’s Community Development Officer for the Florida market. Ms. MacKenzie joined CCCSMD in January 2018. She is responsible for business development efforts including developing and maintaining key local community partnerships with nonprofits, government agencies and corporate leaders. Ms. MacKenzie also if responsible for preparing the organization’s grant proposals to appropriate funders. Prior to joining CCCSMD, Ms. MacKenzie worked at Money Management International (MMI) for 22 years as their Community Development Officer. During that time, she was responsible for the management of 8 Certified Outreach Counselors, program and partner relationships and fundraising.
Karla Bachmann is the Vice President of Financial Wellness Services at Branches. Using a human-centered approach, she leads the development and implementation of transformative programs and services that promote financial opportunity and asset building. She 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 participants to achieve true stability and financial success. Through the years, she has developed innovative service delivery models that have been recognized by the Annie E. Casey Foundation, The National Council of La Raza and Ascend at the Aspen Institute. Prior to joining Branches, Mrs. Bachmann worked at The National Council of La Raza (NCLR-Unidos Us), the largest national Hispanic civil rights and advocacy organization in the United States as their National Workforce Development Program Manager; and CLUES, the largest Latino non-profit organization in Minnesota, as Vice President of Programs. During her years at CLUES, she developed and directed programs that are both linguistically appropriate and culturally sensitive with a holistic approach to family wellbeing. She established the organization’s first financial education program and VITA site, promoting financial capability and asset building strategies that are integrated across all programs of the organization. She remains tirelessly committed to building relationships, programs and opportunities that help families and individuals prosper. Karla has coauthored the book, “My Family, My Self,” The Latino Guide to Emotional Well-Being. Hazelden Publications, 2014.
Kim Griffin is a Family and Consumer Sciences Agent for UF IFAS Extension in Suwannee County, FL. She provides health, wellness, and financial literacy programs to the community to help individuals improve their physical and financial health. For the past four years she taught economically disadvantaged youth financial literacy education in a variety of settings. She earned a Master of Public Heath degree from the University of South Florida, and a Bachelor of Science degree in Nutrition and Dietetics from Florida State University. four years she has taught economically disadvantaged youth financial literacy education in a variety of settings. She earned a Master of Public Heath degree from the University of South Florida, and a Bachelor of Science degree in Nutrition and Dietetics from Florida State University. Kim Griffin is a Family and Consumer Sciences Agent for UF IFAS Extension in Suwannee County, FL. She provides health, wellness, and financial literacy programs to the community to help individuals improve their physical and financial health.
Lori is Educational Credit Management Corporation’s (ECMC) Director of outreach: has more than 28 years of higher educations experience and possesses an in-depth knowledge of college access, financial aid, and financial literacy on both secondary and post secondary campuses. AS a first generations student who earned her MBA from ST. Leo University, Lori is passionate about helping others pursue their higher education goals and dreams. Lori is also an Accredited Financial Counselor® and through AFCPE® and loves volunteering with her local pet rescue.
Lesley Mace serves as Secretary and a member of FPP’s Board of Directors and is a Senior Outreach Advisor at the Federal Reserve Bank of Atlanta’s Birmingham Branch, where she serves educators in Alabama and the Florida Panhandle. Prior to joining the Fed in 2010, she was an Instructor of Economics and Director of the Center for Economic Education at Auburn University Montgomery and a high school economics teacher. A native of Auburn, Alabama, Lesley holds a B.A. in Economics and Foreign Language and a M.S. in Economics from Auburn University.
Lisa provides Community Reinvestment Act (CRA) technical assistance and community development resources to bankers, agency staff and community stakeholders in Florida and Oklahoma. Lisa began her career with the OCC as a financial examiner in Tampa, Florida. She has expertise in CRA, fair lending compliance and holds the Certified Regulatory Compliance Manager (CRCM) designation from the American Bankers Association. In her community, Lisa serves on the advisory board of the Hillsborough County Schools Academy of Finance, a high school program that supports career exploration in the financial services industry. Lisa is a graduate of the University of South Florida.
Mallory Center is the owner of Morphing Minds Adolescence Health & Well- Being Coach. Mortgage lending professional, finance account management and human resource professional. Teaching teens how to THRIVE in the 21st Century and educating them how to have a voice and advocate for real life issues they are facing in the world. She helps parents understand behaviors and understand the developmental stages adolescents go through. Graduated from Huston–Tillotson University with a B.S in psychology and will continue her education journey getting her masters in neuroscience. She is a mental health first aider for adults and teens as well as a crisis interventionist.
Margie Genter is the Vice President of Mission Services at Goodwill Industries-Manasota, Inc. She provides direct oversight for all of Goodwill’s mission services including financial literacy. She is a long-time partner with Bank On Suncoast. Margie has helped her organization, which employs nearly 800 people throughout Manatee, Sarasota, Hardee and DeSoto Counties, assist Team Members in accessing safe, affordable and predictable checking accounts. Margie has much to say about FinTech for good or for evil.
Michael Roush, M.A., AFC® is the Director of the Center for Disability-Inclusive Community Development at National Disability Institute and serves as a subject matter expert on financial capability strategies for adults and youth with disabilities. He provides training and technical assistance on financial coaching/counseling, financial education, public benefits, VITA, tax credits, employment, housing, asset accumulation and community development strategies to empower individuals, organizations and other stakeholders on the importance of economic empowerment for persons with disabilities. Michael is the co-author of multiple financial education/asset building curriculums for students and adults with disabilities including NDI’s Financial Wellness for People with Disabilities, Bank of America’s Achieving Financial Independence lessons with Special Olympics and AFCPE’s Financial Inclusion Essentials. Michael has provided training and technical assistance on financial education to teachers across the county that include each of the top twelve school districts in the United States. Michael was the creator of the Building Economic Strength Together (B.E.S.T.) and Financial Success Collaborative initiative that has been implemented in college-based programs for individuals with an intellectual and/or developmental disability. Michael has trained over 3,000individuals on how to integrate the various curriculums into organization’s delivery of service. Michael serves on the Board of Directors of AFCPE and Bank On Suncoast Task Force. He is an Accredited Financial Counselor and a Community Partner Work Incentives Counselor. Michael has a Master’s degree in Human Behavior.
Dr. Nicole King-Smith
Dr. Nicole King-Smith is founder of NK Enterprise Consulting, LLC. This results-driven professional consults organizations on how to achieve their desired results and overcome cultural workplace differences. As an expert in her field education is one of the many driving forces of her success. Dr. King-Smith has worked with top Fortune 500 organizations and numerous community organizations. She is highly committed to developing professionals, mentoring, creating relationships and partnerships. She is an award-winning professional who makes waves international with her dynamic speaking ability on leadership and inclusion
Pamela Capalad is a Certified Financial Planner™ and Accredited Financial Counselor™ and has been in financial services since 2008. She founded Brunch & Budget to help people who felt ashamed or embarrassed about money have a safe place to make real financial progress. Pam has been featured in the Washington Post, Teen Vogue, Huffington Post, Vice Magazine, and was named New York Magazine’s Best financial planner of New York 2019.
Patrick T. Crissy
Patrick T Crissy is an Author, Public Speaker and a renowned Business Consultant. He made a name for himself being one of the few Consultants in America to guarantee his results! His Radio show, Minding Your Own Business was an inspirational, no nonsense approach to making a business thrive by implementing effective and immediate change! Mr. Crissy spent 14 years in retail management and then 15 more in his own company as he crisscrossed the country helping mainly small to medium businesses, improving their profitability and efficiency along the way. He has written articles for numerous newspapers and magazines and is the Author of the Science Fiction action thriller, Interference, available on Amazon. More recently, Mr. Crissy is working on a new book and has been involved in Public Speaking where he helps mentor and advise people of all ages to understand their goals and effectively maneuver to happiness! You may contact him at PTCRISSY@COMCAST.NET
Rich Rollason joined Florida Community Loan Fund in March 2009. As the Development Officer he expands relationships with financial institutions, foundations and religious organizations, evaluating opportunities to reach mutual community development goals in Florida. Mr. Rollason is responsible for assisting the CEO in securing capital required to ensure the success of FCLF’s Community Development and Florida Preservation Fund programs, including meeting with representatives of banks and foundations, writing grant applications and requests, and participating in outreach workshops. After more than 15 years of sales and management experience in manufacturing, Rollason transitioned into nonprofit management serving as director of operations of a sizeable church, providing strategic planning and overseeing the capital campaign for funding the successful completion of an $8.5 million dollar education building. A native Floridian, Rollason remains active in the community, volunteering on various service projects and coaching youth sports. Rollason is a graduate of Valdosta State University.
Dr. Robert McLaughlin
Dr. Robert McLaughlin (Bob) is co-founder of the National Collaborative for Digital Equity(www.diitalequity.us), bringing to this work several decades of experience in education, STEM educational reform, educational policy analysis and innovation, and designing and leading large-scale technical assistance initiatives. Bob for several years chaired the Association of Teacher Educators’ National Commission for Technology and the Future of Teacher Education, administered the evaluation and approval of New Hampshire’s educator preparation programs, and for nearly a dozen years conceived and led a nine-state consortium of state and local educational leaders undertaking systemic STEM educational reform and education technology integration at the school and preparation program levels.
Rhonda began her FDIC career in 1998 receiving her commission in 2001. Rhonda serves as a subject matter expert for complex areas such as CRA, UDAP and RESPA. She has been the designated coach for multiple interns and non-commissioned examiners. She has been a Money Smart and Adopt a School Project instructor. In 2022, Rhonda accepted a permanent position as a Community Affairs Specialist in the Atlanta Region. Rhonda holds a Bachelor’s Degree from Purdue University, a Master’s Degree in Business Administration from Indiana Wesleyan University, and maintains a Certified Regulatory Compliance Manager designation.
Sarah M. Ellis
Sarah M. Ellis, AFC Community Engagement Impact Analyst at SouthState Bank. Previously with UF/IFAS Extension where she developed and implemented educational programs with a focus on financial management as well as had an integral role in the outreach and awareness of the programs and services offered through IFAS Extension. She is also an accredited financial counselor and HUD certified housing counselor and possesses extensive experience in financial counseling and a passion for serving our communities.
Sharon D. Bundrage Esq.,
Sharon is a trial lawyer with experience in criminal and civil law. She currently works as a Staff Attorney at Bay Area Legal Services in the Plant City office under the Lawyers Helping Kids grant. As a former police officer and criminal defense attorney, Sharon made the decision to represent the underserved and disenfranchised population as her career choice. She has litigated, mediated and assisted low-income clients with housing, consumer, probate, and family law cases throughout her career. Ms. Bundrage earned her Bachelor of Science in Criminology from Florida State University and Juris Doctor from Texas Southern University. She is a member of the Florida Bar and Georgia Bar (currently inactive status.
Patrick recently completed a thirty-one-year career in the mortgage banking industry, including a decade at JP Morgan Chase, where he worked closely with community stakeholders as a Relationship Officer in Chase’s Community Engagement Division. Patrick has participated in hundreds of first-time homebuyer and financial education workshops over his career and focuses heavily on affordable lending. He currently serves as the Chair of the Palm Beach Affordable Housing Collaborative and the Broward Affordable Housing Task Force, and is a strong advocate for financial learning and the vital role it plays in financial access, financial capability and wealth building. Patrick’s Bank On introduction occurred while at JPMC, where he participated in several Bank On Coalitions. Immediately an advocate, Patrick integrated Bank On into the financial learning sessions he facilitated in communities and the technical assistance training provided to non-profit partners. Building awareness of Bank On became a cornerstone of his strategic plan to increase Financial Capability in underserved communities. He is excited and eager to serve as Director of Bank On Florida and seeks to be a catalyst for the increase of newly banked individuals throughout the State of Florida.
Shannon Latimer, Career & Technical Education (CTE) Coordinator for Orange County Public Schools, is responsible for coordinating a network of education,
business, and community leaders who work together to ensure that high school students are college, career, and future ready. She has a knack for engaging
business and community partners. Shannon directs events, conferences and activities for thousands of students in career-related academies.
After earning a bachelor’s degree in journalism and communications from The University of Florida, Shannon took her talents and skills to Fort Wayne, Indiana. This was the beginning of her career in journalism as a copy editor and graphic artist. She would later become copy chief of The Shreveport Times in Shreveport, Louisiana, before moving to Dallas, Texas. In the Lone Star state, Shannon was a part of the creative team that created JCPenney’s catalog and marketing publications.
Shannon holds an MBA from Baylor University and enjoys working to help students ignite their career interests. After more than 20 years in the private sector, this entrepreneur returned to her home state of Florida to share her knowledge with today’s youth. Shannon spent two years teaching high school business-related courses before moving to the district level.
Stephanie McMinds, Family & Consumer Sciences Extension Agent with UF IFAS Extension Citrus County. She develops and implements educational programs on a variety of topics relating to health and wellness including financial management
Suleyma has served as the Outreach Coordinator for the Bay Area Legal Services Low Income Taxpayer Clinic for the last seven years. Ms. Hernandez has a BA in Public Administration and experience in the public sector with public benefits. Ms. Hernandez primarily focuses on outreach to the English as a Second Language communities along with other underserved communities. Ms. Hernandez has fostered relationships with community partners and agencies through various networking and community events. These relationships have benefited clients by providing opportunities to obtain further assistance on the road to a stable and safe environment to live and thrive.
Venitia (she/they) is the Manager of Fintech Partnerships at Change Machine where she organizes the Recommendation Engine and fintech partnerships to connect practitioners and organizations to their best-fit product(s). She graduated from Occidental College with a Bachelor’s Degree in Critical Theory and Social Justice with an emphasis in Critical Race Theory. Prior to this role, Venitia was in social services where they provided direct case management services to low-income and homeless individuals in New York City. She has a passion for justice and seeks it daily through her work at Change Machine. In addition, they are a member of the Board for Jahajee Sisters, a gender justice community based organization that supports the Indo-Caribbean community in NYC. When not at her desk, Venitia can be found enjoying live music at small venues, cooking family-sized meals, or watching her favorite Japanese TV shows.