Kingston
financial literacy
Financial Literacy Contest & Virtual Symposium
Fulbright Canada - Maple Leaf Foundation
Community Action Partnership
Agenda
10:00 - 10:15 am:
Welcome from the Community Partners and Conference Chair
Community Partners: Advocis-Kingston Chapter; Enactus-Canada; Smith School of Business at Queen’s University
Conference Chair: Jay Liebowitz
10:15 - 10:45 am:
Opening Address/Q&A
10:45 - 11:00 am:
Financial Literacy Contest Winners Announced (with awards)
11:00 am - 2:00 pm:
Financial Literacy Presentations and Closing Address/Q&A
Jay liebowitz
Dr. Jay Liebowitz is a Visiting Professor in the Stillman School of Business at Seton Hall University. He previously served as the Distinguished Chair of Applied Business and Finance at Harrisburg University of Science and Technology. Before HU, he was the Orkand Endowed Chair of Management and Technology in the Graduate School at the University of Maryland University College (UMUC). He served as a Professor in the Carey Business School at Johns Hopkins University. He was ranked one of the top 10 knowledge management researchers/practitioners out of 11,000 worldwide, and was ranked #2 in KM Strategy worldwide according to the January 2010 Journal of Knowledge Management. At Johns Hopkins University, he was the founding Program Director for the Graduate Certificate in Competitive Intelligence and the Capstone Director of the MS-Information and Telecommunications Systems for Business Program, where he engaged over 30 organizations in industry, government, and not-for-profits in capstone projects.
Prior to joining Hopkins, Dr. Liebowitz was the first Knowledge Management Officer at NASA Goddard Space Flight Center. Before NASA, Dr. Liebowitz was the Robert W. Deutsch Distinguished Professor of Information Systems at the University of Maryland-Baltimore County, Professor of Management Science at George Washington University, and Chair of Artificial Intelligence at the U.S. Army War College.
Dr. Liebowitz is the Founding Editor-in-Chief of Expert Systems With Applications: An International Journal (published by Elsevier). He is a Fulbright Scholar, IEEE-USA Federal Communications Commission Executive Fellow, and Computer Educator of the Year (International Association for Computer Information Systems). He has published over 45 books and a myriad of journal articles on knowledge management, analytics, financial literacy, intelligent systems, and IT management. Dr. Liebowitz served as the Editor-in-Chief of Procedia-CS (Elsevier). He is also the Series Book Editor of the new Data Analytics Applications book series (Taylor & Francis). In October 2011, the International Association for Computer Information Systems named the “Jay Liebowitz Outstanding Student Research Award” for the best student research paper at the IACIS Annual Conference. He has lectured and consulted worldwide.
Gene is CEO and Co-founder of Troutwood, a fintech company focusing on financial empowerment. He holds a bachelor's degree in economics from Allegheny College, and an MBA with a concentration in finance from Carnegie Mellon University. He is a Chartered Financial Analyst, board member of CFA Society Pittsburgh and part-time lecturer at the University of Pittsburgh.
In 2012 he co-authored an award-winning investment guide entitled "The Missing Semester." The guide provides practical financial advice to high school and college students and has been implemented in classrooms across the country. Gene regularly speaks in High School and College classrooms, has presented and key-noted at both investment and education conferences, and has assisted and helped design teacher and trustee training.
gene natali jr.
angel rich
Creating an algorithm for the stock market to win Goldman Sachs Portfolio Challenge, selling her first marketing plan to Prudential, becoming a founding employee of FINRA, authoring the first ever African American Financial Experience study, inventing the top financial literacy product in the world, and being named the “Next Steve Jobs” by Forbes – all by age 30, Angel Rich has earned the title Wealth Pioneer.
In 2009, Rich became a Global Market Research Analyst for Prudential Financial. While there she conducted over 70 financial behavior studies including the Obama’s Veterans Initiative. During her final year at Prudential, she helped the company’s Annuities division grow from #16 in Service to #4, helping the company save $6 billlion.
After leaving, Rich founded The Wealth Factory with a mission to provide equal access to financial literacy across the world. Today her company designs WealthyLife financial literacy education technology games, gaining world-class recognition for their first product, CreditStacker. It has been coined the best financial literacy product in the country by The White House, Department of Education, and JP Morgan Chase. Google named it one of the Top 10 Apps in the world of 2017.
In early 2017, Rich also released her first book – The History of the Black Dollar – with the foreword written by Dr. Maya Rockeymoore. The book takes readers on an economic journey through history to depict the major milestones, historic figures and upcoming leaders.
Later that year, she was honored to be named Hamptonian of the Year and help found the Hampton University Entrepreneurship and Innovation Institute. She is also a proud member of the 2016 HBCU 30 Under 30, Hampton 40 Under 40 and Google Top 30 Black Female Founders.
In 2018, the United Nations named her one of the Top 100 Most Influential People in the African Diaspora and one of four Icons.
barbie keiser
Barbie Keiser is an information resources management (IRM) consultant specializing in information literacy. She is currently a reference and instruction librarian at NOVA Community College – Loudon campus. Barbie teaches competitive intelligence at Johns Hopkins University and the University of Kentucky College of Communication and Information. She also writes a column for ONLINE Searcher magazine that introduces its readers to new information tools, technologies, and techniques.
john jacobs
John Jacobs is a New York City/Washington, D.C. based senior business leader and the former EVP and CMO of Nasdaq, an S&P 500 company. Mr. Jacobs currently serves as Chairman of Alerian, Founder and CEO of Q3 Advisors, LLC, as Board member of ProCure Funds and US Bank LiFT Board, and as the Executive Director of the Center for Financial Markets and Policy, and Adjunct Professor of Finance at the McDonough School of Business at Georgetown University. He most recently served as Senior Advisor and principal consultant to Nasdaq’s CEO and President. In this role, he was responsible for reviewing potential opportunities in the index and data business, and supporting product and business development efforts.
Mr. Jacobs comes from a strong leadership background and has served Nasdaq in a variety of positions, starting his career with the firm in 1983. Most recently, John worked as the EVP of Global Information Services from 2013 to 2015. Previously, John served as Nasdaq’s Chief Marketing Officer and EVP for the Global Marketing Group from 2003 to 2013, and the EVP of the Global Index Group from 2002 to 2013. He established and built the Global Index Group from the ground up, and created one of the largest ETF fund families in the world with the launch of Nasdaq’s Fund business, built on his creation of QQQ – the ETF tracking the Nasdaq-100 Index.
As CMO, he led all aspects of the company’s brand, from strategy to execution, and carried out a transformation of the company’s image from a national brand in U.S. stocks, to a global leader for diversified financial services.
In the media, Mr. Jacobs has been called a “Legend of Indexing” and an “ETF Pioneer”—he has been a regular contributor and author for numerous interviews, publications, and television appearances. As an award-winning industry leader, John has contributed to the next generation of financial talent by developing and teaching Executive MBA Program courses at both Georgetown and Johns Hopkins University. John serves on several boards, as well as the Editorial Board of the Journal of Index Investing and the FinXTech Advisory Board.
Mr. Jacobs is a Certified Public Accountant, earned an MBA in Finance from Loyola University of Maryland, and received a B.S. in Accounting from the University of Maryland, College Park. Outside of his professional life, John has supported causes that include the Ernst & Young Entrepreneur of the Year Award Program, the University of Maryland’s MBA Competition, coaching youth baseball and soccer, and serving as a mentor for young professionals. He enjoys spending time with his wife and three adult children, works in the restoration of antiques and is an avid fitness participant.
