Board Member Case Studies and Spotlights
The National Financial Educators Council (NFEC) and its state chapters envision a world where individuals are empowered to make informed financial decisions, take confident action, and achieve their personal, family, and global aspirations while meeting their essential needs.
Our partners play a vital role in this mission. We are dedicated to supporting their efforts by providing custom solutions to build and scale high-impact financial wellness initiatives. Together, we help partners achieve both their business objectives and their social impact goals, driving meaningful change in communities.
Client Spotlights & Case Studies
We lead the state chapters to create a win for you, your community, and your professional growth with a comprehensive benefits package for board members.
As a board member, you gain access to exclusive tools, networking opportunities, and platforms to enhance your leadership and visibility. You’ll contribute to advancing financial literacy, position yourself as a thought leader, and collaborate with industry experts while driving meaningful impact. Together, we empower communities and elevate your success.
Ellis Cropper, Founding Advisory Board Member, Massachusetts Financial Educators Council
The NFEC has joined forces with Ellis Cropper – Army Major (Ret.), ChFC®, CLTC®, and financial professional with New York Life Insurance – to establish the Massachusetts Financial Educators Council (MFEC). The initiative aims to increase access to top-quality financial education, advocate for higher standards, and foster statewide relationships to support financial literacy efforts.
James Chang – California Chapter – 30-day Progress Report
James Chang’s generosity helped us accomplish excellent results in the first 30 days since program launch. Through his donation of resources, state- and local-level financial literacy programs were funded and empowered; organizations and advocacy campaigns received support; and a state advisory board was formed.
James Chang’s support helps the NFEC promote economic empowerment at the community level through financial education, addressing the financial illiteracy crisis and building safer, more secure financial futures.
Richard Cason – Florida Chapter – 30-day Progress Report
Thanks to Richard Cason, we achieved remarkable results within the first 30 days of launch. Richard’s generosity funds state and local financial wellness programs, empowers organizations, supports advocacy initiatives, and helps build an advisory board to serve communities across the state.
As the country faces a financial crisis, Richard Cason’s support helps us equip communities with the tools to promote economic empowerment through financial education, creating more secure and stable futures.
Alison McQueen – New York Chapter – 30-day Progress Report
Alison McQueen’s generous support led to exceptional results during the first 30 days post-launch. Funding for community and state financial education programs, organizational empowerment, advocacy support, and formation of a state advisory board all were accomplished in this time frame.
As economic uncertainty continues, Alison McQueen’s efforts enable us to give communities tools and resources to promote financial wellness at the state and local levels, helping ensure greater security and stability across the nation.
