Keynote Speaker (Capstone Luncheon)

CordrayRichard Cordray

Prior to joining the Consumer Financial Protection Bureau as director, Mr. Cordray served on the front lines of consumer protection as Ohio's Attorney General. Mr. Cordray recovered more than $2 billion for Ohio's retirees, investors, and business owners and took major steps to help protect its consumers from fraudulent foreclosures and financial predators. In 2010, his office responded to a record number of consumer complaints, but Mr. Cordray went further and opened that process for the first time to small businesses and nonprofit organizations to ensure protections for even more Ohioans. To recognize his work on behalf of consumers as Ohio Attorney General, the Better Business Bureau presented Mr. Cordray with an award for promoting an ethical marketplace.

Mr. Cordray also served as Ohio Treasurer and Franklin County Treasurer, two elected positions in which he led state and county banking, investment, debt, and financing activities. As Ohio Treasurer, he resurrected a defunct economic development program that provides low-interest loan assistance to small businesses to create jobs, re-launched the original concept as GrowNOW, and pumped hundreds of millions of dollars into access for credit to small businesses. Mr. Cordray simultaneously created a Bankers Advisory Council to share ideas about the program with community bankers across Ohio.

Earlier in his career, Mr. Cordray was an adjunct professor at the Ohio State University College of Law, served as a state representative for the 33rd Ohio House District, was the first solicitor general in Ohio's history, and was a sole practitioner and of counsel to Kirkland & Ellis. Mr. Cordray has argued seven cases before the United States Supreme Court, including by special appointment of both the Clinton and Bush Justice Departments. He is a graduate of Michigan State University, Oxford University, and the University of Chicago Law School. Mr. Cordray was editor-in-chief of the University of Chicago Law Review and later clerked for U.S. Supreme Court Justices Byron White and Anthony Kennedy.

Mr. Cordray lives in Grove City, Ohio, with his wife Peggy – a professor at Capital University Law School in Columbus – and twin children Danny and Holly.


Keynote Speaker (Opening General Session)

NewcombDr. Sarah Newcomb

Dr. Sarah Newcomb is a behavioral economist at Morningstar where she works to integrate findings from behavioral science into tools for financial advisors. Her work involving the human side of money has earned mentions in the New York Times, Washington Post, Reuters, Money, MarketWatch, and Bloomberg. She is a regular contributor to PsychologyToday.com, and the author of LOADED: Money, Psychology, and How to Get Ahead without Leaving Your Values Behind.

"Rethinking Financial Health"
The American Psychological Association reports that financial worries are the #1 source of stress in America, regardless of the economic climate. Stress leads to health problems, relationship strain, and an overall drain on quality of life. Clearly, financial well-being is critical to overall well-being, but how do we promote financial health in our own lives and the lives of our clients, employees, friends, and family? In her address, Dr. Newcomb will outline the results of Morningstar research into financial health, and show how two simple, mental factors can promote both economic and emotional well-being.


"FITtalks" Lunch and Learn Speakers (3)

Susan SharkeySpeaker One: Susan Sharkey, Director – Youth Programs, National Endowment for Financial Education®, www.NEFE.org

"Trending: Young Adults and Their Finances"

As director of the High School Financial Planning Program® (HSFPP) for the National Endowment for Financial Education® (NEFE®), Susan Sharkey continues NEFE's legacy of providing quality learning resources to empower individuals for intentional financial decisions through every stage of life.

NEFE encourages better understanding of personal finance by identifying and promoting in-depth exploration of financial issues through research studies, conference and think tanks. In her NEFE duties, Susan supports efforts to put research into action such as contributing to the development of the My Retirement Paycheck workshop series. She regularly collaborates on national financial literacy initiatives, including developing a national teacher training model with the Jump$tart Coalition, revising the national Jump$tart Financial Literacy Standards and consulting on the final report of the President's Advisory Council on Financial Capability for Young Americans.

Susan started her career as a business education teacher in Wisconsin school districts and community colleges, where she reached learners from ages 5 to 85. Prior to joining NEFE, Susan worked as an instructional designer to develop competency-based learning programs for colleges, school districts and industry. Susan received an M.S. Degree in Business Education from the University of Wisconsin at Eau Claire and the Accredited Financial Counselor® (AFC®) designation through the Association for Financial Counseling and Planning Education (AFCPE®).

Currently, Susan serves as the president of the Colorado Jump$tart Coalition and on the national Jump$tart Coalition Education Committee. She is a proud mother of two 20-something children who are navigating through many first-time adult financial decisions. Whether through professional or personal relationships, Susan aims to guide others in sound decision making and intentional planning.

Tim RanzettaSpeaker Two: Tim Ranzetta, Founder, Next Gen Personal Finance

"How Financial Education Needs to Change In This Era of Innovation"

Tim’s saving habits started at seven when a neighbor with a broken hip gave him a dog walking job.  Her recovery, which took almost a year, resulted in Tim getting to know the bank tellers quite well (and accumulating a savings account balance of over $300!). His recent entrepreneurial adventures have included driving a shredding truck, analyzing executive compensation packages for Fortune 500 companies and helping families make better college financing decisions. After volunteering in 2010 to create and teach a personal finance program at Eastside College Prep in East Palo Alto, Tim saw firsthand the impact of an engaging and activity-based curriculum, which inspired him to start a non-profit, Next Gen Personal Finance.

Courtney CollinsSpeaker Three: Courtney Collins, Reporter/Producer, KERA News

Courtney Collins has been working as a broadcast journalist since graduating from the Medill School of Journalism at Northwestern University in 2004. Before coming to KERA in 2011, Courtney worked as a reporter for NPR member station WAMU in Washington D.C. While there she covered daily news and reported for the station’s weekly news magazine, Metro Connection.

At KERA, Courtney is lead reporter for the series “One Crisis Away,” about life on the financial edge. Courtney has won awards from the Texas Associated Press Managing Editors, Texas Medical Association, Houston Press Club as well as two national consumer financial reporting awards presented by Public Radio News Directors Inc. and the National Endowment for Financial Education. “One Crisis Away” was also recognized by the Radio Television Digital News Association and National Endowment for Financial Education for excellence in personal finance reporting.

When she’s not at work, Courtney loves to read and play outdoors with her husband and wild toddler.

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