Past Engagements

Selected keynotes and trainings on Money Habitudes money personality types and the psychology of money:


4th International Business Women Conference (Washington, DC)

Administration for Children and Families (ACF), Region X Leadership Summit (Seattle, WA)

Aruba Hotels and Tourism Association (Aruba)

Association of Clinicians for the Underserved (ACU) (Washington, DC)

Association of Family and Consumer Sciences (San Diego, CA)

Association of Financial Counseling and Planning Education (2003-2008, 2010, 2012-14)

Baltimore Ravens NFL Rookie Camp (Baltimore, MD)

Better Marriages Annual Conference (Raleigh, NC)

Business Women’s Forum (London, England)

Catholic Diocese of Bismarck (Bismarck, ND)

Center for Creative Leadership (Greensboro, NC)

CFED Assets Learning Conference (Washington, DC)

Coach U – Career Coach Special Interest Group

Common Cents Conference (Maryland, Virginia, West Virginia and DC region) (Bethesda, MD)

Commonwealth Workforce Coalition’s Sharing Skills – Building Connections Conference (Sturbridge, MA)

Community Action Partnership National Convention (Washington, DC)

Counselor’s Corner

Credit Counselling Canada

DC Home Ownership Expo and Foreclosure Clinic (Including Kids Cash Academy) (Washington, DC)

Directions for Women (national organization for female financial advisors)

Executive Women’s Conference, Greensboro Chamber of Commerce, NC

Fathers and Families Coalition of America (FFC) Conference (2009, 2012, 2014)

Federal Reserve Bank of St. Louis

Financial Therapy Association Conference (Manhattan, KS and San Jose del Cabo, Mexico)

First Nations Development Institute (Bellingham, WA)

Florida Prosperity Partnership Statewide Training Conference (Orlando, FL)

Forest County Potowatomi Community (WI)

Garrett Planning Network

Government Finance Officers Association of Missouri (Columbia, MO)

Greater Homewood Community Corporation (Baltimore, MD)

Guilford College, Career Counseling Staff Training (Greensboro, NC)

Hadassah Southern California (Bel Air, Los Angeles, CA)

Happily Ever After: Turning Fairy Tales into Reality (Orlando, FL)

Healthy Marriages New Mexico (Albuquerque, NM)

IFA (Independent Financial Advisor) Business Strategy Day (Sydney, Brisbane and Melbourne, Australia)

Indiana University (Bloomington, IN)

Iowa Jump$tart Coalition Personal Financial Literacy Conference (Des Moines, IA)

Jump$tart Coalition National Educator Conference (Washington, DC)

Jump$tart North Carolina (Raleigh, NC)

Jump$tart Virginia Financial Literacy Summit (Richmond, VA)

Kentucky Association for Community Action (Lexington, KY)

Kentucky Council on Economic Education’s Life Fundamentals Financial Literacy Summit (Louisville, KY)

Marine Corps – Marine & Family MCCS (Quantico, VA)

Marriage Matters Jackson (Jackson, MI)

Maryland Non-Profits 14th Annual Conference (Baltimore, MD)

Merrill Lynch (Washington, DC)

Miami Dolphins (Fort Lauderdale, FL)

Mid-Atlantic Federal Credit Union – MAFCU  (Germantown, MD)

Middle Atlantic Career Counseling Association (MACCA) (Lancaster, PA)

Money Smart Week at New Hanover County Public Library (Wilmington, NC)

National Association for Relationship and Marriage Education (NARME) (2011, 2012)

National Association of Catholic Family Life Ministers (NACFLM) (Milwaukee, WI)

National Association of Social Workers (NASW) Clinical Social Work Institute (Wilmington, NC)

National Council on Family Relations – Annual Conference (Minneapolis, MN)

National Extension Association of Family & Consumer Sciences (Big Sky, MT)

NCTC (National Community Tax Coalition), National Conference (Chicago, IL)

NFL Player Development Directors Annual Meeting (Tampa, FL)

New Jersey Financial Literacy Summit (Piscataway, NJ)

New York School Nutrition Association (Niagara Falls, NY)

Ninth Annual Norwalk, CT Early Care and Education Conference (Norwalk, CT)

North Carolina Association for the Education of Young Children (NCAEYC)

North Carolina Association of Family and Consumer Sciences (Wrightsville Beach, NC)

North Carolina Counseling Association Annual Meeting (Greensboro, NC)

North Carolina Jump$tart Financial Literacy Summit at East Carolina University (Greenville, NC)

North Carolina Professional Fundraisers Association State Conference (Raleigh, NC)

North Carolina Social Work Conference

Northeastern University (Boston, MA)

Ocoee Regional Health Corporation (Cleveland, TN)

Ohio Association of Community Action Agencies (Canton, OH)

Ontario Association of Credit Counseling Services Training (OACCS)

Osher Lifelong Learning Institute (Wilmington, NC)

Pathways 2 Independence Financial Fair (Reston, VA)

Pathways to Prosperity Conference (Durham, NC)

Personal Finance Seminar for Professionals, University of Maryland (Columbia, MD)

Relationship Coaching Institute

Renaissance Executive Forums of the Triad (Greensboro, NC)

Royal Bank of Trinidad and Tobago (Aruba)

Rural Health Association of Tennessee Conference (Gatlinburg, TN)

Small Business Forum (Greensboro, NC)

Smart [email protected] library (Wilmington, NC)

Smart Marriages Annual Conference (2005-10)

Southern Indiana Asset Building Coalition (SIABC) (New Albany, IN)

United States Special Operations Command (Fort Bragg, NC)

State Farm Mid-Atlantic Coaching Conference (Richmond, VA)

Today’s Woman Conference (Wilmington NC Chamber of Commerce)

Tucson YWCA’s Third and Fifth Annual Women and Money Conference (Tucson, AZ)

United Way of Snohomish County (Everett, Washington)

University of Maryland Extension – Personal Finance Seminar for Professionals (Annapolis, MD)

University of Maryland School of Social Work, Maryland CASH Campaign (College Park, MD)

University of Nevada Cooperative Extension State Conference (Reno, NV)

University of Tennessee Extension Conference: Tough Times … Tough Choices (Knoxville, TN)

University of West Virginia

US Air Force – Airman & Family

Utah FACS Summer Conference at Brigham Young University (Provo, UT)

We Vow Now Enriching Relationships, Longview Wellness Center (Longview, TX)

West Virginia Alliance For Sustainable Families – Building Assets, Strengthening Communities Conference (Charleston, WV)

Washington Area Association of Couples in Marriage Enrichment-A.C.M.E. (Adelphi, MD)

Wisconsin Assoc. of Family and Consumer Sciences (Madison, WI)

Women’s International Networking Business Leadership Conference (WIN), Geneva, Switzerland (’04), Prague, Czech Republic (’09), Rome (’12)

Women’s Program at Edison College (Naples, FL)

XY Planning Network

YWCA Southeast Regional Leadership Conference (Greenville, SC)