Financial Literacy Forum

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The 2023 Financial Literacy Forum

April 26, 2023

9:00 AM - 12:00 PM EST

This year, marks our Second-Annual Financial Literacy Forum in celebration of Financial Literacy Month. The Financial Literacy Forum celebrates the partnerships My Money Workshop has made and the impact we have made for our communities.

We invite you to join us on April 26th from 9:00 AM – Noon to listen to industry experts discuss how we are “Breaking Barriers to Financial Independence”. More details will be updated on this page as we move closer the date of the Forum. If you’re interested in sponsoring, please call 518-595-9808 or Scroll to the bottom of this page.

Register LINK TBD
Sponsor Opportunities

The 2022 Financial Literacy Forum

Katrina Dudley

Emcee: Katrina Dudley

Ms. Dudley is currently Senior Vice President, Portfolio Manager, and Investment Strategist at Franklin Templeton Investments, one of the world’s largest asset managers, where she co-manages the Franklin Mutual Global Discovery and Franklin Mutual European Funds.  She joined the Mutual Series investment team in November 2002. In addition to her portfolio management responsibilities, Ms. Dudley’s research responsibilities have been diverse but currently focus on global industrial companies.  Prior to joining Mutual Series, Ms. Dudley was an investment analyst at Federated Investors, Inc. covering the technology and health care sectors. From 1995 to 2001, she worked in the corporate finance division of Ernst & Young LLP where she specialized in valuation and litigation consulting. Ms. Dudley is also the Co-author of Undiversified: The Big Gender Short in Investment Management.

Katrina Dudley, CFA, CAIA is a dynamic, experienced, deep-value, global equity portfolio manager with an outstanding track record of identifying real success drivers for target investments and applying commercial insights to deliver investor returns.   Ms. Dudley has a demonstrated history of actively engaging with management teams across multiple industrial segments and advocating either in person or in writing for companies to implement value creating strategies that benefit shareholders.  

Ms. Dudley has a passion for advocating for women in investment management. She has mentored many up-and-coming female investment professionals, speaking at industry sponsored events encouraging more women to enter the investment management industry, and works with female executives at industrial companies to increase their familiarity with Wall Street. She is the author of the introduction to the Vault Career Guide to Mutual Funds, and her upcoming book, co-authored with Columbia Business School Adjunct Professor Carr, “Undiversified: The Big Gender Short in Investment Management”. Ms. Dudley is a frequent guest on Bloomberg television.

Ms. Dudley earned an M.B.A. from New York University’s Stern School of Business, a Law degree (with first class honors) and a Commerce degree from Bond University (Australia), and an Associate of Science degree (Computer Science) from the University of the People. She is a Chartered Financial Analyst (CFA) Charter holder and a Chartered Alternative Investment Analyst (CAIA). Within her community, she is a board member of the CFA Society of New York, Vice-Chair of the Board of The Children’s Village, a member of the AEI Leadership Network, an Adjunct Professor at Rutgers University, a Guest Lecturer at the NYU Stern School of Business, a member of the Management Advisory Committee of the NYU Michael Price Student Investment Fund, a member of the Digital Faculty of Portfolios with Purpose and a member of the Global Advisory Board of the Women in Finance & Investment Network.

Sponsorships Available

Presenting Sponsor $10,000

  • Designation andrecognition as a Presenting Sponsor ofthe Financial LiteracyForum.
    ● Logo and nameprominently featured onall event materials andreleases to the media.
    ● Logo displayed onscreen 4 timesthroughout the eventand live recognition atthe beginning and end ofthe forum.
    Full-screen ad on digitalprogram.
    Logo on My MoneyWorkshop monthly e-newsletters, website andsocial media distributedto donors, clients, andvolunteers across the NYtri-state
  • 5-minute speakingopportunity (or shortvideo) to speak on yourcommitment to financialliteracy.
    ● Opportunity to providegiveaways.
    ● 4 social media targetedposts throughout the2022 year.

Partner Sponsor $5,000

  • Logo and name on eventmarketing materials.
    ● Logo displayed on screen 2 timesthroughout the event and liverecognition once at the beginningand end of the forum.
    ● Three-quarter-screen ad on digitalprogram.
    ● Opportunity to provide giveaways.
    ● 2-minute speaking opportunity (orshort video) to speak on yourcommitment to financial literacy.
    ● 2 social media targeted poststhroughout the 2022 year.

Supporting Sponsor $2,500

  • Opportunity to providegiveaways.
    ● Quarter-screen ad ondigital program. Logodisplayed on screenonce throughout theevent and live
    ● Recognition once atthe beginning and endof the forum.
    ● Logo on website andpromotional materialsfor the event.

Friend $1,000
(4 available)

  • Name/Logo on website and promotional materials for the event.
  • Forum attendance for one (1) household.
Friend $250
(4 available)
  • Name listed indigital programand website
Sponsor
Financial Literacy Forum

The 2021 Forum

Our first-ever Financial Literacy Forum was hosted on April 27, 2021. Click here to read our blog post and learn about our 2021 speakers. Click the video to watch a recording of the forum.

Read full speaker bios here

2021 Presenting Sponsor

Nichol King

Community Manager, Vice President
JPMorgan Chase

Nichol King serves the Harlem community as the Community Manager for Chase Bank’s first-of-its-kind community style branch. Known affectionately as “Harlem’s Banker,” Nichol has been a fixture in the Harlem community for decades as an influencer, mentor and financial literacy advocate.

Her role at the Harlem branch is pioneering programs to support financial health, hosting education and enrichment workshops focused on unique community needs, and supporting growth for entrepreneurs who are starting or expanding their businesses in the neighborhood. Her success in Harlem has led the firm to use the new branch as a model for similar community-focused branches that will open in more than a dozen cities across the country in the coming years.

Winston Berkman-Breen

Director of Consumer Advocacy

Winston Berkman-Breen is the Director of Consumer Advocacy at the Department of Financial Services. In this role, he proposes and advances consumer protection policies and advises on consumer matters across the business units, including regulatory action, enforcement investigations, and community engagement. He is also the Department’s Student Loan Advocate and works with its Student Protection Unit staff to respond to student loan borrower needs and to address emerging education finance issues, including processing borrower complaints and investigating lending and servicing practices. Prior to joining DFS, Winston worked in legal services, with a focus on affirmative and defensive litigation related to debt collection, student loans, and foreclosure. He was a Justice Catalyst Fellow and Staff Attorney with the Consumer Protection Unit at the New York Legal Assistance Group, and was a Fellow with the Project on Predatory Student Lending at the Legal Services Center of Harvard Law School.

Jessica Reinman

Chair, (914)Cares

Jessica Reinmann is the founder, chairman and CEO of 914 Cares, Inc a not for profit organization located in Westchester County NY.  The organization focuses on ensuring that neighbors living in need are cared for.  Jessica is known as expert on Poverty in Westchester county and frequently speaks on panels regarding the issue. 

Prior to founding 914 Cares Jessica worked briefly as a real estate attorney in NYC and in the administrative side of law firm management. For over 12 years, she worked in a number of development and management advisory capacities at two top 100 law firms. 

Kara Smith

Collective Impact Manager, Policy & Communications

Kara Smith is a dedicated advocate for justice and is passionate about elevating community voice through storytelling by ways of policy and data. Prior to joining the South Bronx Rising Together, she worked for a collective impact initiative in Michigan focusing on birth equity outcomes for Black and Latinx women and children. Kara completed her BSW and BA in sociology at Calvin University and earned her MSSA from Case Western Reserve University with a concentration in policy and research.

Comp Sci High

Albert Paez, John Campos

Comp Sci High’s vision is to use the power of education, technology, and community to become an engine of opportunity and a force for economic freedom in the South Bronx.

Our mission is to ensure every student graduates with college acceptance letters, high tech skills, real work experience, and a plan to turn those opportunities into a successful career.

Women's Economic Panel

Nyasha Rivera

Deputy Managing Director of Reentry Services

Nyasha is an experienced advocate, educator, and community organizer with years of experience in direct service, program development and program management. She currently serves as Deputy Managing Director of Reentry Services at the Women’s Prison Association (WPA), where she has worked since 2015.

Maria Palma

Board Member

Maria Eugenia Palma is an investment and planning professional working with global high net worth families. She works closely with her clients to deliver sustainable impact investment solutions that align with their long term goals and family values. She has been involved with a wide variety of women focused non-profit organizations in both US and Latin America.

Ramona Thomas

Ramona Thomas

Financial Advisor

Ramona Thomas is a Financial Advisor at Ameriprise Financial Services who provides comprehensive financial planning services to clients and recommends suitable investment products and services based on their financial goals, resources, time horizon, risk profile and preferences.

Helene Reda

Chief Operations and Administrative Officer

Helene Reda’s career in financial industries spans over thirty-five years. Currently, she is the Chief Operations and Administrative Officer for Eleven Canterbury, a unique boutique firm which is a cross between a consulting firm and an expert network offering the best of both worlds.

Laura Rotter

Owner

Laura Rotter, CFA, CFP is the owner of True Abundance Advisors, a heart-centered, values-based financial planning firm based in New York. After a successful career managing money for institutional investors including Citicorp and Para Advisors, Laura discovered mindfulness practices and was drawn to guide professionals facing a big life change to achieve both financial security and life satisfaction.

Celene Menschel

Vice President of Operations

Celene Menschel joined the Board of Directs for My Money Workshop in September 2018 and serves as the Board Secretary. Celene is Vice President of Operations at Max My interest, an intelligent cash management solution that helps users maximize yield and FDIC insurance coverage.