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

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

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

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

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

Sheri Copplestone

Mentor | CBASE · Scotiabank

Sheri Copplestone is a Small Business Advisor at Scotiabank.

Financial Planning Business Lending Financial Advisory Small Business Advising Startups

Raj Gupta

Associate Professor of Finance · Elon University

Raj Gupta has years of experience in corporate finance and passes this experience on to his students.

Valuing Long-dated Options Valuing Intangible Investments Sustainable Investing Financial Planning Investments

Mary Ann Sevier

Senior Lecturer in Accounting · Emory University, Goizueta Business School

Financial Accounting Managerial Accounting Financial Reporting Earnings Management Financial Planning

John Allred

Assistant Vice President for Academic Records and Student Services · Southern Utah University

Specializing in records and information management in higher eduction, disability services, and financial planning

Higher Education Leadership Financial Aid and Scholarships in Higher Education Academic & Administrative Leadership Disability Services in Higher Education Educational Leadership

Devin Thorpe

Author

You can leave a mark on the world, make a difference for a cause you believe in, without quitting your job or leaving your spouse!

Not-For-Profit Charity Community Service Personal Financial Planning Poverty

Craig Elliott

Chief Financial Officer · University of Ontario Institute of Technology

Leading a long-term UOIT financial plan tied to strategic objectives

Finance and Administration Financial Risk Management Strategic Financial Planning Cost Benefit Analysis Public and Private Sector Financial Management

Lewis Franklin Bost, MBA, IDSA, FAIMBE

Associate Dean, VCU College Engineering | Co-director, VCU Institute for Engineering and Medicine · 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

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

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

Dr. Robert E. Roush

Director · Texas Consortium Geriatric Education Center

Dr. Roush trains healthcare professionals about the role of age-related changes in making executive decisions about finances.

Education and Training Active Ageing Lifelong Learning Ageing in Place Frailty

Dr. Louis Thériault

Vice-President, Public Policy · Conference Board of Canada

Dr. Thériault specializes in product development, economic analysis, health economics, international trade and investment.

Public Policy Work Pensions Human Rights

Dr. Patrick Dixon

Chairman · Global Cahange Ltd.

Patrick Dixon is an author and business consultant, often described as a futurist.

Connected Technologies Retirement Public Policy Work Active Ageing

Prof. Keith Ambachtsheer

Director Emeritus · International Centre for Pension Management (ICPM)

Prof. Ambachtsheer has consulted on the design, governance, and investment policies of retirement income systems since 1985.

Public Policy Analysis Work Pensions Human Rights

Dr. Mark S. Lachs

Director · Center for Aging Research and Clinical Care

Dr. Lachs is a Professor of Medicine and Co-Chief of the Division of Geriatrics and Gerontology at Weill Medical College.

Elder Abuse Neglect Adult Protective Services Functional Ability Ethics

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