Thank you for registering to attend the 2019 AFCPE Symposium!
Next Step
Reserve your overnight accommodations!
$199/night + tax
Room Block Rate Expires:
Monday, October 28
Group blocks have been set up for your convenience with negotiated rates.
The 2019 AFCPE Symposium host hotel is the Portland Marriott Downtown Waterfront (this room block has closed). However, some of our pre symposium trainings and Symposium breakout sessions will be at The Porter Portland Curio Collection by Hilton, just a 2 minute walk from the Marriott.
Share your Attendee Badge
We’ve created a special image frame that you can share on your social media channels – to announce you’re attending #AFCPE19!
Please note: All frame templates are located on Facebook, but optimized for different social platforms. For the IG/Twitter frame you’ll create it on Facebook then download to use on your other social platforms. Full instructions are listed in email confirmation.
Get to Know our Keynote Speakers
Take a minute to get to know our Keynote Speakers and familiarize yourself with the Symposium schedule. Looking forward to seeing you in Portland!
Harriet Dominique
7 Leadership Lessons
Harriet Dominique began her career on the front lines at USAA in 1989 answering phone calls as an entry-level member service representative. Since then she has held a variety of positions with increasing accountability and has served in a number of USAA locations including Virginia, Florida and Arizona.
Today Harriet is responsible for leading USAA’s philanthropic strategies, engagement and communications. She leads a team whose purpose is to “lead and inspire actions that improve lives in the military and local community.” Harriet also serves as President of The USAA Foundation and President of The USAA Educational Foundation.
Harriet has a bachelor’s degree in business administration from Liberty University and has completed graduate-level courses in organizational leadership, including corporate responsibility coursework at Harvard.
She is happily married to Robert Dominique, a Software Developer & Integrator for USAA
Dedrick Asante-Muhammad
Promising Practices: Closing the Racial Wealth Gap
Dedrick Asante-Muhammad is Chief of Equity and Inclusion at NCRC, the National Community Reinvestment Coalition. He oversees NCRC’s Fair Housing, Fair Lending and Small Business programs. Dedrick is known for his racial economic inequality analysis particularly as it relates to the racial wealth divide.
Dedrick comes from Prosperity Now where he was Senior Fellow and founder of the Racial Wealth Divide Initiative. Before Prosperity Now, Dedrick worked for the NAACP, where he was the Sr. Director of the Economic Department and Executive Director of the Financial Freedom Center. Dedrick has also worked for Rev. Al Sharpton’s National Action Network and the Institute for Policy Studies.
Dyalekt
Promising Practices: Closing the Racial Wealth Gap
Brian ‘Dyalekt’ Kushner moved from St. Croix to New York to study acting and law. He also liked to rap. After witnessing civil rights injustices at the law firm he worked for, he dropped both the job and the law classes, pursuing the arts instead. Performances at the Nuyorican led him to Hip Hop Theater, writing plays that have been performed on stages across the world. He didn’t sleep on the rapping either, releasing music and touring internationally. His first album/one man play Square Peg Syndrome helped him get named to the Public Theater’s Emerging Writer’s Group. He has been a mainstay in NYC’s theater and Hip Hop scenes, rocking everywhere from the Bowery Ballroom to the Oregon Shakespeare Festival.
Dyalekt had been an entrepreneur since his teenage days, and tells his students that the only thing that gets him out of his house before 10am is talking to kids, because he would never make it working on a punch-clock schedule. Since the essence of Hip Hop is making something from nothing, Dyalekt has rapped, written, and performed every freelance gig available to his skill set. He ran rap based Lincoln-Douglas debate/battles to teach youths how to prepare and present at a job interview. He linked up with Pockets Change to help students find freedom in expression, understanding, and finances.
Saundra Davis
Promising Practices: Closing the Racial Wealth Gap
Saundra Davis is a US Navy Veteran, financial coach, educator, and consultant. She is nationally recognized as an expert in the financial coaching field and for her work with community-based organizations that focus on asset building for the working poor.
Ms. Davis is the founder and Executive Director of Sage Financial Solutions, a San Francisco Bay area based organization that develops comprehensive financial capability programs for low- and moderate-income communities. Ms. Davis developed a financial coach training and certification program in partnership with AFCPE and currently facilitates training for financial coaches. Mrs. Davis received a special invitation to attend President Obama’s 2014 White House Summit on Working Families.
Pamela Capalad
Promising Practices: Closing the Racial Wealth Gap
I’m a CERTIFIED FINANCIAL PLANNER™ and I’ve been in the financial services industry since 2008 (perfect time to join, I know), and spent 7 years at wealth management firms (if you’re really curious where, check out my linkedin). I started doing Brunch & Budget full time in 2015. I’m based in Brooklyn, NY and serve clients virtually in the New York City area and across the country.
I wanted to find a way to help the average person with their finances. I also realized it’s a pretty scary thing for people to face, even though its something we have to deal with every day.
One day, I was sitting around a fire pit with a friend who said she really needed help with her money, but was afraid to talk about it. I said we should do it over brunch.
Immediately her shoulders untensed and her eyes lit up. “Yes! Let’s do, like, a brunch and budget!” And the rest is history.
Yolanda Jackson
Promising Practices: Closing the Racial Wealth Gap
Yolanda Jackson is a Pastor at Force of Life Fayetteville. She currently serves on the Educational Board for Force of Life International. She is a licensed Financial Counselor through AFCPE (Association for Financial, Planning, Counseling, and Education), with 18 years of experience in the Insurance and Financial arena by working in the private and government field. She’s a veteran who has served 5 years in the military and was honorably discharged. A mother of two wonderful children, who are currently attending colleges in North Carolina.
Darren Liddell
Promising Practices: Closing the Racial Wealth Gap
Darren Liddell has been working in the financial security field for over 8 year. Most recently, Darren served at The Financial Clinic as Director of Program Innovation. In this role, he oversaw the services, data and policy teams, while providing innovative direction to the Clinic’s new and existing local and national programs. Additionally, he is lead the Clinic’s Financial Inclusion Marketplace project. Darren currently serves as a member on Prosperity Now’s Taxpayer Opportunity Network Steering Committee and AFCPE’s Government Affairs Committee, and is an Accredited Financial Counselor (AFC®) through AFCPE, as well as a candidate for his CFP®. Previously, he managed Miami-Dade County’s VITA Tax Collaborative, coordinated the Miami portion of the first RCT study of financial coaching, and has years of experience as a financial coach and a VITA program manager. Outside of work, he is an Eagle Scout, his favorite color is green and he enjoys learning new culture through food. Darren is proud tax nerd and a racial wealth equity advocate. He is always aiming to learn more about opportunities to address the racial wealth divide through policy, financial coaching, fintech, and at tax time.
Ellie Kay
The Science of Laughter
Ellie Kay is the best-selling author of fifteen books including Lean Body, Fat Wallet, and Heroes at Home. She is a Toastmaster Accredited Speaker as well as a popular international speaker and media veteran who has given over 2800+ media interviews including appearances on ABC, CNBC, CNN and Fox News. Ellie Kay has given over 2000 paid speeches to standing ovation audiences as large as 10,000 people.
She is a podcast host on The Money Millhouse, joining her millennial daughter over coffee with a combination of money and banter. As a popular columnist, she has been a Subject Matter Expert for the Wall Street Journal, New York Times and Washington Post. Ellie is the founder of Heroes at Home, a non-profit dedicated to providing free financial education to military members through her “Heroes at Home Financial Event.” In the past 4 years, the Heroes at Home tour has presented 58 shows at 37 bases in 4 countries. She is the recipient of the prestigious Dr. Mary Walker Award, a medal presented from the US Army. She was nominated by President Obama to the Selective Service Committee and currently serves in that capacity. Ellie serves on numerous national boards including the Military Family Advisory Network, and AFCPE. Ellie is married to LTC Bob Kay and they have seven children and seven grandchildren.
Gary Mottola
The Financial Capability Gap – What is it and what does it mean?
Gary R. Mottola, Ph.D. is the research director for the FINRA Investor Education Foundation and a social psychologist with over 25 years of research experience. In his role at the FINRA Foundation, he oversees and conducts research projects aimed at better understanding financial capability in America, protecting investors from financial fraud, and improving financial disclosure statements. Dr. Mottola received his B.A. from the University at Albany, M.A. from Brooklyn College, and Ph.D. from the University of Delaware. He was a visiting scholar at Wharton in 2006 and is an adjunct professor of statistics in Villanova University’s MBA program.
Shay Cook
The Financial Capability Gap – What is it and what does it mean?
Shay Cook, MS, AFC® is the Financial Readiness Manager at FINRA Investor Education Foundation. Shay has a bachelor’s and master’s degree in psychology and found her way into the financial services field while working for a federal credit union. Since then she has used her Accredited Financial Counselor® (AFC®) certification to promote financial readiness at Walter Reed’s Army Community Service, Coast Guard Headquarters, and now through her organization, Crusaders for Change, LLC. Shay lives near Ft. Meade with her retired Air Force husband, their daughter and English bulldog.
Ida Rademacher
Inclusive Growth: The Backbone of American Prosperity
Ida Rademacher is a vice president at the Aspen Institute and executive director of its Financial Security Program, where she and her team probe financial challenges facing US households and shape market and policy innovations to improve financial security. Previously, she was chief program officer at Prosperity Now (formerly CFED), where she created a team that led the Consumer Financial Well-Being Metrics Project and led the creation of Upside Down, a program examining disparate wealth-building opportunities generated by the US income-tax code. Earlier in her career, Rademacher led research and evaluation projects at the Aspen Economic Opportunities Program and the Academy for Educational Development Center for Behavioral and Evaluation Research.
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