Speakers
An impressive line-up of speakers and topics await the money-smart women who attend! Register today.
Keynote
Speaker
Cynthia Tidwell,
President and CEO
Royal Neighbors of America
Presents
"Knowing
Your Worth Today and Tomorrow"
With a passion for
leadership, Cynthia Tidwell has built start-up
organizations, managed turnarounds, and hired and retained
top talent by using a results-oriented team philosophy.
Prior to being appointed president of Royal Neighbors of
America in 2005, she led a $900-million national property
and casualty insurance business.
As president, she has led initiatives to regain business
fundamentals and achieved record results. Today, Ms.
Tidwell leads the turnaround at Royal Neighbors through a
formal change framework of recognition, stabilization and
revitalization. She is rebuilding the sales force,
increasing membership, and enhancing the philanthropic arm
of the organization. In recognition of her keen business
acumen and leadership abilities, she won the prestigious
Stevie Award as "Turnaround Executive of the Year" in the
2009 American Business Awards.
Ms. Tidwell also serves on the executive committee of the
Royal Neighbors Board of Directors, the Board of Junior
Achievement, the Illinois Quad City Chamber of Commerce,
and the Western Illinois Leadership Committee. She is a
graduate of Arizona State University and a participant in
the Wharton AICPU program and Hagberg Executive
Development. She is also an active member of the National
Fraternal Congress, Executive Women's Golf League, and the
National Association of Professional Women. In addition,
she has worked with United Way and volunteers extensively
on behalf of Royal Neighbors.
Ms. Tidwell is a sought-after speaker on leadership and the
improvement of women's health and financial security. She
was featured in American
Executive magazine, listed in
the Global Directory of
Who's Who, and has been a guest on
numerous television talk shows and news channels. She is
accomplished in all facets of insurance, including sales,
marketing, claims, underwriting, change management, agency
management, information technology, and human
resources.
Breakout
Sessions
Dr. Jeanne
Hogarth
Federal Reserve Bank
Presents:
The
Impact of New Federal Reserve Regulations
on Investor Opportunities
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.
Mary Weinand
Iowa State University
Extension
Presents:
Money-Saving
Tips to Find Investing Cash
Mary Weinand is a Family Resource
Management Specialist with Iowa State University Extension
and serves 13 counties in southeast Iowa. In her position,
Mary works with credit, budgeting, and financial and
retirement planning issues for Iowa families.
Mary joined ISU Extension in 1998 as a Parent Educator and
has worked on a variety of grants and contracts before
accepting her current position in 2005. She holds a
bachelors degree from St. Mary's College of Notre Dame and
an MBA from DePaul University.
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.
Kendra Erkamaa
Triangle Financial Services
Presents:
Should
I Buy Annuities or ETFs? Demystifying Trendy Investments
Kendra Erkamaa is
the principal financial advisor for Triangle Financial
Services, Inc., in Des Moines. She began her career at
Principal Financial Group as a manager in 2002. At Triangle
Financial Services, Kendra has earned the Captain's Club
award for being in the top 40 representatives nationwide
with her firm for two years.
Kendra assists individuals, small businesses and
non-profits with creating wealth through planning, tracking
and investment guidance. She has a special interest in
value living, which is a process of realizing one's true
values through actions and specifically with finances.
Kendra shares her passion through community involvement,
including American Business Women's Association, National
Association of Women's Business Owners, Citizens for
community Involvement, and as a Money Smart Week partner.
Heidi
Parkhurst, Merrill Lynch
and Nancy Baker, RSMI
Presents:
Get
IRAs Organized in 2010: Converting to Roth IRAs
Nancy Baker is a director with RSM McGladrey, Inc. and
McGladrey & Pullen LLP's Central Plains practice. She
has worked in public accounting for 20 years in the Quad
Cities area, using her expertise in the audit and tax
arenas.
As a tax director, Nancy has extensive experience with tax
planning and compliance for corporations and high net worth
individuals. She has worked with SEC clients as well as
retailers, manufacturers, auto dealers, and service
organizations. She is an expert on multi-state income
taxation, estate and gift tax planning, fiduciary taxation
and charitable trusts.
Nancy is a member of the American Institute of Certified
Public accountants and Quad City Estate Planning Council.
Her community involvement extends to not-for-profit
councils, financial committees and volunteer work for
numerous organizations. Nancy received her bachelors degree
in accounting from St. Ambrose University in Davenport and
is a licensed CPA in Iowa and Illinois.
Sara Moore
Waddell & Reed
Presents:
Investor
Habitudes: Get Your Financial House in Order
Sara Moore has been a financial advisor
for Waddell & Reed since 1986. Until 2003, she was also
an adult education instructor for BlackHawk College in
Moline, where she taught several classes each year about
women and investing choices as well as personal money
management.
Prior to working with women and financial planning, Sara
was a senior analyst, a sales territory manager, and a
dealer management representative for Deere & Co. She
graduated from University of Illinois, Champaign/Urbana
with a degree in finance and is a Rock Island
native.
Adam Carroll
Four Legacies Mortgage
Presents:
Real-Life
Monopoly: 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.
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.
Heidi Parkhurst
Merrill Lynch
Presents:
Get
Your IRAs Organized for 2010: Converting to Roth IRAs
Heidi Parkhurst is first vice
president-investments, and senior financial advisor, CFM
with Merrill Lynch Global Wealth and Investment Management
in the Quad Cities. She has more than 15 years of
experience providing wealth management, and joined Merrill
Lynch in 1995. A graduate of University of Iowa, Heidi is
Series 7, 63, 65, 9, 10 and life/health licensed. She lives
in Coal Valley, IL.