An impressive line-up of speakers and topics await the money-smart women who attend! Register today.
Keynote
Dr.
Jeanne M. Hogarth, Federal Reserve Board of Governors
Presents
"How
Do the Fed's New Regulations
Impact Investors?"
Jeanne
Hogarth is
the manager for the Consumer Education and Research Section
of the Division of Consumer and Community Affairs at the
Federal Reserve Board.
Prior to joining the Board in 1995, her previous experience
includes 7 years of high school teaching in Ohio, a year on
the Extension faculty at the University of Illinois, and 13
years on the consumer economics faculty at Cornell
University. During her tenure at Cornell, she was
responsible for community education programs related to
family financial management and consumer economics through
Cornell Cooperative Extension.
At the Federal Reserve Board, she is responsible for
research and outreach initiatives related to consumer
financial services. Her recent projects include initiatives
on consumers’ use of banking services, consumer protection
strategies, the effictiveness of financial education
efforts, and consumer testing for comprehension and
usability of disclosure notices. Jeanne is responsible for
the Board’s consumer information materials on financial
services, both on the web and in print. She is the author
of numerous scholarly research articles as well as consumer
education resources on financial management. Both her
research and her consumer education programs have received
awards for their excellence.
Jeanne received a BS in education from Bowling Green State
University and an MS and PhD in family and consumer
economics from The Ohio State University.
Breakout
Sessions
Phyllis
Zalenski
Iowa State University
Extension
Presents:
Money-Saving
Tips to Find Investing Cash
Phyllis Zalenski is a family resource
management specialist for Iowa State University Extension.
She provides financial management and consumer education
for a 10-county area in eastern Iowa. Her undergraduate
degree is in family and consumer sciences with a minor in
business, and her graduate degrees are in family resource
management.
Phyllis has co-authored Extension publications and
coordinated county, area and state projects, including a
volunteer financial counselor program, homebuyer education
ICN project, and local Horizons "Community Leadership
Programs to Reduce Poverty."
She serves as the Cedar Rapids/Iowa City coordinator for
Money Smart Week.
Deb Gertsen,
Cedar Rapids Bank & Trust
Madeline Windauer, RSM McGladrey
Pasted Graphic
Present:
Annuities
or ETFs? Demystifying Trendy Investments
Deborah Lindberg Gertsen is senior vice president, Trust
and Investments, for Cedar Rapids Bank and Trust Company.
She has more than 30 years of financial experience in the
investment and trust fields. A graduate of Coe College, Deb
is a Certified Public Account, a licensed insurance agent,
and her investment licenses include Series 7, 9, 10, 24, 63
and 66.
Deb is active in professional organizations, including the
Iowa Society of Certified Public Accountants (ISCPA),
Hawkeye Chapter of ISCPA, and the Cedar Rapids Area Estate
Planning Council. She is also a trustee for Horizons, A
Family Service Alliance as well as chair for The Meth-Wich
Community, a member of the Cedar Rapids Downtown Rotary,
and member of the Coe College Student Investment Advisory
Board.
Madeline Windauer is director
of tax for the RSM McGladrey office in Iowa City. She has
significant experience with tax planning and tax
projections, with an emphasis on retirement and benefit
plans, She manages the tax return preparation process for a
significant number of plans in McGladrey's Central Plains
economic unit. Before her current position, Madeline was a
financial consultant focusing on financial projection and
business valuation for McGladrey clients.
Prior to joining the McGladrey firm, Madeline held
positions in the education, manufacturing and service
sectors, and in management information systems, financial
analysis, budgeting and forecasting. She is a member of the
American Institute of Certified Public Accountants as well
as the Iowa Society of Certified Public Accountants, where
she has severed on the taxation committee and is a
contributing author to ISCPAs Tickmarks publication. Madeline is on the Board of
Directors for Mercy Hospital of Iowa City Foundation, Iowa
City Area Development Group, and the Preucil School of
Music.
Craig Goettsch
Securities Department, State of Iowa Insurance Division
Presents:
Secrets
to Find Great Advisors and Avoid Bad Guys
Craig Goettsch is
Director of Investor Education and Consumer
Outreach/Securities Counsel for the Iowa Insurance
Division. He began his work for the Securities Division in
1975 as a securities examiner.
A native of Davenport, Goettsch received his law degree,
with distinction, from the University of Iowa Law School
and is a member of the Polk County and Iowa Bar
Associations. Goettsch has served as President of the North
American Securities Administrators Association (NASAA), has
served on several committees, served on the Board of
Directors, and currently chairs NASAA's Uniform Securities
Act Project Group and Corporate governance Project Group.
He has served on several task forces of state securities
regulators to negotiate multi-state settlements, as an
adjunct professor teaching securities law at both Drake and
Iowa law schools, and as secretary for the Iowa JumpStart
Coalition for Personal Financial Literacy. Goettsch is a
founder and trustee of the Investor Protection Trust, a
public charity dedicated to investor
education.
Adam Carroll
Four Legacies Mortgage
Presents:
Real-Life
Monopoly: The Keys to Real Estate Success
Adam is founder of Four Legacies Mortgage,
the first socially responsible, education-based mortgage
company in Iowa. Four Legacies Mortgage was created to
educate consumers on personal finance and help them
understand that financial freedom is the first and most
lasting legacy you can leave for your family.
Adam is also founder of National Financial Educators, a
financial literacy seminar company in West Des Moines.
Their proprietary program and book of the same name,
Winning The Money Game,
has been seen by over 150,000 students throughout the
country. In four years, Adam and his team of speakers have
helped students create a stronger financial future for
themselves while still in school. Adam is co-author
of
Winning The Money Game,
a member of the National Speakers Association, member of
American Mensa, and also shares his thoughts through his
blog at adamspeaks.com.
Molly
Friedman
The Financial Specialists
Presents:
Investor
Habitudes: Get Your Financial House in Order
Molly specializes in working with women
and small business. An Iowa native, she received her BA in
business administration and MBA from the University of
Iowa. Molly began her career at AEGON, developing her
expertise in 401(k)s and retirement investments. A move to
Rockwell Collins led her to be a product planning analyst,
where she actively managed and analyzed an inventory of
millions. Molly is also an adjunct instructor at Kirkwood
Community College.
Molly, her husband and two children make their home in
Cedar Rapids.
Gretchen
Hurt
BetterInvesting Volunteer Advisory Board
Presents:
Can
An Investment Club Help Me Build a Portfolio?
Gretchen Hurt is director and instructor
of the BetterInvesting Volunteer Advisory Board. She is
also a director for the Central Iowa Chapter of
BetterInvesting.
An investment club aficionado,
Gretchen has started two face-to-face investment clubs with
friends and is a member of an online family investment
club.
Now retired from a varied career as a teacher and small
business owner, Gretchen enjoys teaching and sharing with
others what she has learned about
investing.
Michael
Riddle
BancWest
Presents:
Get
Your IRAs Organized for 2010: Converting to Roth IRAs
Michael Riddle is vice president and
regional sales manager for BancWest Investment Services.
