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Click here or scroll down to respond to this candidateCandidate's Name , Ed.D.Street Address West 52nd Street, #611, New York, NY EMAIL AVAILABLE PHONE NUMBER AVAILABLEhttps://Candidate's Name .comConsultant Facilitator EducatorExpert in educational and cognitive psychology consulting with a variety of organizations to deliver education programs and small and large-scale projects. Facilitates small and large internal and external stakeholder meetings to deliver innovative strategic plans.Consults with a variety of organizations regarding their short and long-term learning plans for both internal employees as well as external stakeholders, developing specific deliverables based upon organization goals and employee competencies.Experience working with a number of digital learning platforms to maximize learner engagement and achievement, consistent with adult learning theory.Collaborates with senior leadership and subject matter experts to determine avenues to maximize employee engagement in learning programs as well as executive coaching and staff development.Proficiently facilitates cross-functional teams, board meetings, and collaborative projects, developing strategic plans, goal setting, and scenario planning for organizations of all sizes.Provided consultation to over 400 colleges and universities regarding curriculum, instruction, student achievement metrics, and program sustainability, resulting in increased enrollment and higher student retention.Utilizes best practices to determine best approaches to adult learning and employee motivation from c-suite to entry level employees.Consults with diverse organizations worldwide to enhance educational offerings and increase employee productivity by conducting comprehensive needs assessments, direct employee interviews, and facilitation of staff workshops and off-site training sessions.Founded PROLIFIC, a suite of instructional programs designed to help employees manage distractions, improve productivity, and foster innovation.Taught a variety of students from elementary to high school as well as undergraduate, graduate, and executive education programs. Extensive teaching experience in areas of psychology as well as student assessment, program evaluation, and pedagogy.Directed and led Executive Education programs, graduate courses, and Massive Open Online Courses (MOOC) that consistently earned high attendee ratings and served over 140,000 students.Co-developed and co-led an instructional program at the Wharton School, emphasizing strategies for advisors to cultivate deeper client relationships. The program consistently achieved a 4.8 rating or higher from attendees with maximum enrollment.Led the Columbia University Teaching Seminar focused on enhancing faculty effectiveness in teaching at the college/university level.Authored "Numb: How the Information Age Dulls Our Senses and How We Can Reclaim Them," published by Wiley in June 2021. The book delves into the attention economy, information overload, and technology's impact in the information age.Extensive expertise in development and delivering instruction in both classroom-based and online learning platforms, utilizing asynchronous, synchronous, and hybrid delivery methods.Invited keynote speaker at practitioner, research, and educational conferences, specializing in education, organizational effectiveness, productivity, and topics related to financial psychology.Professional ExperienceCandidate's Name , Inc.- New York, NY 2020-presentConsultant/facilitatorConsulting for dozens of organizations regarding learning strategy, program development, and all aspects of the development and delivery of curriculum and instruction.Proficiently facilitates cross-functional teams, board meetings, and collaborative projects, developing strategic plans, goal-setting, and scenario planning for organizations of all sizes.Collaborating with a broad spectrum of organizations to align their short and long-term learning strategies, including connecting learning plans with strategic goals, incentive structures, and employee retention strategies.Psychology of Financial Planning- New York, NY 2022-presentCo-founderProvides instruction to employees across multiple financial services industry regarding financial psychology with over 5000 adult professionals enrolling in on-demand/ custom programs and workshops.Consults with a variety of organizations regarding avenues to help their clients make decisions and take action during various phases of the financial planning process.Co-founder of Affirming Advisor, an on-demand and custom program designed to help advisors better serve LGBTQIA+ clients and allies.Professor of Practice- Iowa State University (part-time) 2023-presentProvides strategic guidance to College of Human Sciences regarding curriculum and instruction, corporate engagement, and research activities.Teaches graduate courses in the psychology of financial planning.CFP Board - Washington, DC 2010-2022Director of Academic InitiativesDeveloped curriculum and selected faculty for all instructional programs. Served as executive editor of book and research publications. Led all research and data partnerships with a variety of financial service firms.As part of executive team, created the Center for Financial Planning- a subsidiary that used funding from leading firms to support Academic Initiatives, Workforce Development, and DiversityBuilt and developed multiple instructional partnerships with leading universities such as The Wharton School, Columbia University, and the University of Illinois that provided instruction to over 140,000 students through Executive Education, degree programs, and Massive Open Online Courses.Created a new academic journal, Financial Planning Review, assembling a world-class editorial board with leading scholars with a 10% acceptance rate and over 125,000 downloads in just four yearsAuthored/edited four books that outline the competency for a profession, including Client Psychology, Communication Essentials for Financial Planners, and two editions of the Financial Planning Competency Handbook.Director of Academic Programs and Initiatives- 2013-2015Manager, Education- 2010-2013Provided oversight to 400 academic programs across 225 colleges and universities.Provided consultation with college/university programs to improve program sustainability with 10% increase in overall enrollment and 3% increase in graduation rate in first four yearsDeveloped first set of nationwide student-centered outcomes for an entire academic discipline in consultation with leading firms, advisors, and facultyCreated nationwide database that captures graduate data from hundreds of college/university programs to improve growth in certification completion. Through new policies focused on student achievement data, certification grew by over 50% in 10 yearsUniversity of Illinois at Urbana-Champaign - Champaign, IL 2007-2010InstructorTaught pedagogy, educational psychology, and student teaching courses as the primary instructor in the undergraduate education program.Created curriculum for three undergraduate courses with a focus on student-centered learning objectives and assessment-driven metrics.Achieved consistently excellent course evaluations reflecting high instructional quality.*Additional teaching experience on faculty in Fairfax Public Schools (VA), Minneapolis Public Schools (MN), and Dekalb County Public Schools (GA).BOOKSAuthorThe Attention Deficit: Living and Thriving in the Attention Economy 2024Psychology of Financial Planning: The Practitioners Guide to Money & Behavior 2023John Wiley & SonsPsychology of Financial Planning: The Practitioners Toolkit 2023John Wiley & SonsNumb: How the information age dulls our senses and how we can get them back 2021John Wiley & SonsLead Author/Author 2018Client Psychology, John Wiley & SonsEditorCommunication Essentials: Strategies and Techniques, John Wiley & Sons 2017Editor/ContributorFinancial Planning Competency Handbook. (2nd edition), John Wiley & Sons 2015Financial Planning Competency Handbook. John Wiley & Sons 2013AwardsStuart M. Lee Consumer Education Award 2022American Council on Consumer InterestsAcademic LeadershipExecutive Editor 2017-2022Financial Planning ReviewBoard of Directors 2011-2022Academy of Financial ServicesInstructional / Advisory EngagementsLecturer 2023Iowa State UniversityAcademic Co-director 2019-2021Client Psychology at The Wharton SchoolProgram lead 2017-2020Columbia University-CFP Board Teaching SeminarCo-instructor 2016-presentFinancial Planning for Young Adults (MOOC) on CourseraInstructor: Teaching Pedagogy in Higher Education 2012-2019Kansas State University (Ph.D. program in financial planning)Advisory Board 2013-2015University of Illinois at Urbana-Champaign, College of ACESUniversity Grant/Scholarship Review Committee 2013-2020TD AmeritradeBoard of Directors 2011-2022Academy of Financial ServicesPodcastsThe Numb Podcast 2021-presentP Psychology of Financial Planning Podcast 2022-presentEducationDoctor of Education- University of Illinois at Urbana-Champaign, Urbana, IL 2010M.M. (Education), University of Michigan, Ann Arbor, MI 2007 |
