Joel Humphrey, CPA, CA

Partner · Freelandt Caldwell Reilly LLP

Joel has over a decade of public accounting experience providing financial advisory and assurance related services.

Assurance Finance Accounting

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

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

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

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

Mary Pearson

Dean / 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

Mary Ann Sevier

Senior Lecturer in Accounting · Emory University, Goizueta Business School

Financial Accounting Managerial Accounting Financial Reporting Earnings Management Financial Planning

Laura D. Adams

Personal Finance Expert · Unum

Laura Adams is a recognized personal finance expert with several books, a podcast and national media experience

Student Debt 401K Employee Benefits Financial Planning Health Insurance

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

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

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

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

Nicole B. Simpson, CFP

CFP, Best Selling Author, Disaster Recovery Specia · Harvest Wealth Media Group

Experienced, empowerment speaker who specializes in helping families recover from trauma emotionally, spiritually and financially.

Disaster Planning and Recovery Economic Empowerment Mistaken Identtity Sexual Assault The Ultimate Plan

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

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