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Financial Literacy Forum

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About the Financial Literacy Forum

Our partners are committed to empowering individuals and communities toward self-sufficiency. Since our inception, we have been proud to have connected with over 100 client partners across the New York tri-state area.

This year, we hosted our first-ever Financial Literacy Forum in celebration of Financial Literacy Month. The Financial Literacy Forum celebrated the partnerships we have made and the change that together we have affected in the communities we serve.

We invited our partners, friends, and participants to join us on April 27th from 9 AM – Noon to listen to industry experts and our client and corporate partners. Our discussions centered around The Importance of Financial Literacy – Financial Freedom and the Intersection Between Poverty, Equity, and Access.

Click below to watch the Forum.

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

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.

Sponsorships Available

Presenting Sponsor $2,500
(Not Available)

  • Designation and recognition as a Presenting Sponsor of the Financial Literacy Forum.
  • Logo and name prominently featured on all event materials and releases to the media.
  • Logo displayed on screen throughout the event and live recognition at the beginning and end of the forum.
  • Full-screen ad on digital program.
  • Logo on My Money Workshop monthly e-newsletters, website and social media distributed to donors, clients and volunteers across the NY tri-state.
  • 5-minute speaking opportunity (or short video) to speak on your commitment to financial literacy.
  • Opportunity to provide giveaways.
  • Forum attendance for four (4) households.

Partner Sponsor $1,000
(2 available)

  • Logo and name on event marketing materials.
  • Logo displayed on screen 2 times throughout the event and live recognition once at the beginning and end of the forum.
  • Half-screen ad on digital program.
    Opportunity to provide giveaways.
  • 2-minute speaking opportunity (or short video) to speak on your commitment to financial literacy.
  • Forum attendance for four (2) households.

Supporting Sponsor $500
(3 available)

  • Opportunity to provide giveaways.
    Quarter-screen ad on digital program.
  • Logo on website and promotional materials for the event.
  • Forum attendance for four (2) households.

Friend $250
(4 available)

  • Name/Logo on website and promotional materials for the event.
  • Forum attendance for one (1) household.