Lewis Franklin Bost, MBA, IDSA, FAIMBE

Professor | Co-director, VCU Institute for Engineering and Medicine | Bachelor Product Design, NCSU l Masters of Business Administration, UNC · VCU College of Engineering

Professor Bost's research focuses on innovation, device design and development processes

Innovation Device Design Development Processes Entrepreneurial Business Strategy Commercialization

Bill Reichenstein, Ph.D.

Professor Emeritus of Investments · Baylor University

Dr. Reichenstein researches Social Security benefits, how retirees can lengthen the longevity of financial portfolios and other tax issues

Social Security Financial Planning Retirement Investing Tax-based Investment Strategies Finance

Alessandro Previtero

Assistant Professor of Finance · Indiana University, Kelley School of Business

Alessandro Previtero is an assistant professor of finance

Corporate Finance Household Finance Behavioral Finance

Julia Chung, CFP, CLU, FEA

Senior Financial Planner, Entrepreneur · Spring Financial Planning & Admin Slayer Services

Personal Finance & Family Enterprise professional leading Spring Financial Planning & Admin Slayer Services

Personal Finance Financial Planning Entrepreneur Family Business Planning Estate Planning

Lisa Kramer

Professor of Finance · University of Toronto

Lisa Kramer studies the way human characteristics play a role in investor decisions and financial markets

Behavioral Finance Investment Financial Market Seasonality Empirical Finance Behavioral Economics

Rona Birenbaum

Founder and President · Caring for Clients

Personal Finance Expert, Entrepreneur, Working Mom

Financial Planning Personal Finance Personal Insurance Investment Advisor Best Practices Investment Advisory

Stephen Rotstein

Vice-President, Policy & Enforcement & General Counsel · Financial Planning Standards Council

Capably drawing on private & public sector experience to manage enforcement and regulatory oversight for the financial planning industry

In-House Legal Counsel Financial Planning Law & Regulations Corporate Governance Intellectual Property Financial Planning Standards & Practices

Charles Zech, PhD

Professor Emeritus | Villanova School of Business · Villanova University

Charles Zech, PhD, is an expert on Catholic Church finance and management.

Business Church Management and Finance

Steve Stewart

Assistant Professor · Georgia Southern University

Steve Stewart is an expert in entrepreneurship and management.

Management Entrepreneurship

Micheal Burch

FCPA, FCA, CFP, Managing Partner · Welch LLP

Family Wealth Advisory Group, Associate

Income Taxation Professional Service Firm Management Leadership Audit Taxes

Mr. Don M. Blandin

President and CEO · Investor Protection Trust

Don M. Blandin was appointed President and CEO of the Investor Protection Trust in June 2004

Pensions Retirement Public Policy Coalitions Elder Fraud and Financial Exploitation

Patrick Cote

Founding Partner · AssetGrade LLC

Patrick Cote is an expert in providing tax-efficient investing for professionals, corporate executives and small businesses.

Small Businesses Tax-efficient Investing Investments Acquisitions Corporate Strategy

Mary Pearson

Dean of the School of Business / Associate Professor of School of Business · Southern Utah University

Specializing in entrepreneurship in rural communities, financial accounting reporting requirements, and the history of accounting principles

Accounting Ethics History of Accounting Principles Cost-Volume Profit Analysis Financial Analysis and Decision Making Planning and Zoning in Rural Communities

Nick Bell

Director of Digital Products · News International

Director of Digital Products at News International

Product Management Public Speaking Social Media Financial Planning Product Development

Kathy Steffan

CPA, CA, Partner · Welch LLP

Experienced in a broad range of private client engagements and solutions, from Assurance and compilation to Start-up enterprises.

Leadership Management Accounting Financial Planning

Mary Ann Sevier

Senior Lecturer in Accounting · Emory University, Goizueta Business School

Financial Accounting Managerial Accounting Financial Reporting Earnings Management Financial Planning

Stephen Stanisa, CPA

President & CEO · Howard, Wershbale & Co.

President & CEO at Howard, Wershbale & Co.

Medicare Reimbursement Ohio Medicaid Long-Term Care: Operational Financial Strategic Business: Operational & Succession Planning Health Care Facility Acquisition

Sheri Copplestone

Mentor | CBASE · Scotiabank

Sheri Copplestone is a Small Business Advisor at Scotiabank.

Financial Planning Business Lending Financial Advisory Small Business Advising Startups

Michael Fabiano

Vice President, Revenue-Local Media · THE ASSOCIATED PRESS

An established leader in the media industry with an extensive understanding of digital, broadcast and print.

Publishing Financial Planning Business & Strategic Planning Negotiating Agreements Business Process Engineering

James Kilgore, Ph.D.

Author · Marriage and Family Publishing

Author/Consultant

Financial Planning Event Management Leadership Development Couples Family Therapy