Curriculum Advisory Board

The NFEC is committed to increasing financial literacy across the nation and around the globe. To help reach that goal, the NFEC brought together a team of educators and financial professionals to design a financial capability curriculum. The result is a comprehensive package of resources with content that meets educational standards while remaining practical in nature—to truly prepare people for the financial “real world.”

Now the NFEC is seeking experienced financial professionals, educators, and people with specialized knowledge of financial literacy topics to participate in its Curriculum Advisory Board. Qualified advisors will possess an expert level of knowledge in one or several specific area(s) of financial literacy subject matter, along with a desire to help others.

The duties of a financial literacy curriculum advisor are simply to review and comment on two or more sections of the instructors guide (each section is about four pages long).

Please complete the information below.
Feel free also to email your resume or Curriculum Vitae to NickH@FinancialEducatorsCouncil.org.

 

 

Curriculum Advisor Benefits

The duties of a curriculum advisor are simply to review and comment on two or more sections of the instructors guide (each section is about four pages long).

  • The good feeling associated with helping kids across the country pick up essential financial literacy skills.
  • Recognition within the curriculum and in the advisor section of the National Financial Educators Council’s website.
  • Mention of you and your organization in a national press release.
  • A heartfelt thank you.

 

Curriculum Advisory Board

  • Laura Adams is award-winning author of the 2010 best-seller Money Girl’s Smart Moves to Grow Rich, and produces a weekly podcast that receives more than 500,000 monthly downloads. She won the Excellence in Financial Literacy Education Award and is considered one of the leading financial literacy experts in the country.
  • Peter Rasmussen, former Program Director to the Consumer Credit Counseling Service, is a current bank auditor. He is dedicated to sharing financial literacy with his community and is actively involved in the Money Smart Week promotions held during financial literacy month.
  • Stan Webb is a financial professional with a passion for improving the financial capability of his clients and community. He is a Certified Fund Specialist and Certified Senior Advisor and has hosted financial literacy promotions and provides a variety of financial education services throughout Kansas.
  • Victor Ricciardi teaches Financial Management at Goucher College and has earned his BBA, MBA, and APC designations. Professor Ricciardi teaches a variety of subjects related to financial literacy for individuals and organizations, with special expertise in behavioral finance.
  • Amy Jo Johnson is President of the North Dakota chapter of the Jump$tart Coalition. She works for the Credit Union Association of the Dakotas as Director of Learning. Both Ms. Johnson and the organizations she represents provide personal finance resources to credit unions across the Dakotas. She is chairperson of the annual financial education conference hosted by the Jump$tart Coalition.
  • Dianne Jennings is the executive producer of the radio talk show “Mine Your Business” and a co-host on the Tim Ridley Radio Show, which airs on the popular Sirius XM radio network. Dianne serves as an instructor for Brookshire Professional Training Institute, a continuing education resource center for the legal profession. Dianne’s lifelong career has been to assist others with their financial needs, thus allowing them to live lives of financial freedom.
  • Somya Munjal has been tackling the issue of financial literacy since she graduated from college. She realized quickly how fortunate she was to earn Bachelors and graduate degrees in Accountancy completely free of personal debt, due to her work experience and scholarships. She is now a Certified Financial Accountant and holds Bachelors and Masters Degrees from Northern Illinois University.
  • Meka West grew up with humble beginnings which taught her money lessons that shaped her future. She brings more than 10 years of experience working with non-profits, government and corporate agencies in an accounting and business capacity. In addition, she has volunteered more than 900 hours to financial literacy education over the past two years in her community by teaching, conducting outreach, and raising awareness.
  • Ornella Grosz is a personal finance expert and publisher of a book titled Moneylicious: A Financial Clue for Generation Y. Ms. Grosz has been a featured financial expert for top radio shows on CBS, NBC, and ABC and is a personal finance writer.
  • Vince Shorb is the CEO of the NFEC, and has over 20 years of investing and financial industry experience. Mr. Shorb reviewed the personal finances of over 10,000 people across the country and was recognized as the “leading youth financial literacy expert” by the Orange County Register. Vince also heads the NFEC financial literacy board and workplace financial wellness initiative.
  • Diane Larsen was 2008 Outstanding Educator of the Year as designated by the Jump$tart Coalition. Mrs. Larsen is an award-winning economics teacher and served with the U.S. State Department as international ambassador.
  • Tony Steuer is the author of Questions and Answers on Life Insurance: The Life Insurance Toolbook which received the EIFLE (Excellence in Financial Literacy) Award from the Institute on Financial Literacy. Mr. Steuer is also a member of the California Department of Insurance Curriculum Board and a recent “Certified Personal and Family Finance Educator.”
  • Nick Jacobs served five years in credit and housing counseling (at the National Foundation for Credit Counseling) and now works at Credit Abuse Resistance Education (CARE). Mr. Jacobs is dedicated to helping people improve their financial capabilities and overcome financial challenges.
  • Natasha Riley-Noah has been active in the financial services industry for more than 10 years. Ms. Riley-Noah brings diverse experience to the advisory board with experience in insurance, securities, debt management, and financial planning.
  • Danny Kofke is a teacher of 12 years and a personal finance expert. Mr. Kofke authored two financial books: How to Survive (and perhaps thrive) on a Teacher’s Salary and A Simple Book of Financial Wisdom: Teach yourself (and your kids) How to Live Wealthy with Little Money.
  • Lee Aubry has been in the financial industry for over 20 years. A top producer in real estate loan origination and private banking/fund investments, Ms. Aubry spent five years as a financial analyst for a global oil company and five years in Washington, D.C. as a legislative analyst and lobbyist. She possesses an MBA from Santa Clara University and graduated first in class, Beta Gamma Sigma.
  • Dave Straube, a father of teenagers, has a passion for helping youth avoid the financial problems he experienced after college. He served as treasurer of Vashon Partners in Education and has given money talks at Vashon High School. He is author of Someday is Not a Plan – A Guide to Understanding Money in Plain English.
  • Amy Lemasters is a graduate of the University of Georgia with a degree in Family Financial Planning. The FFP course work is designed to cover all areas of the financial planning industry—from investments to financial education, from counseling to retirement and estate planning.
  • Arnold Bellow started his career in banking and leveraged that experience to teach courses to adult learners and community college students for more than 22 years using a practical hands-on approach and “real-life” instructional method. Mr. Bellow has been an adjunct faculty member and community college instructor for over 20 years. He served on a number of community-based boards helping families in lower-income neighborhoods achieve financial stability and educational enrichment at the Adult Education School level.
  • William Marty Martin received his MS from the College of Financial Planning and a PsyD from Rutgers University in Clinical Psychology. Mr. Martin is an expert in personal financial psychology and has been featured in numerous publications highlighting his expertise. He currently works as Associate Professor and Director of MSHR Department of Management at DePaul University.

All NFEC Curriculum Advisory Board members possess expert-level knowledge about personal finance topics. Although each board member brings a unique view to the curriculum, they share one common trait: dedication to improving the financial capabilities of people around the world.

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