NEFE Board Welcoms New Leadership and Two New Members

Two new members join NEFE’s Board of Trustees: Kevin Plummer, head of school at Tampa Preparatory School in Tampa, Fla., and Greg Maged, co-founder and CEO of Maryland-based Bicycle Financial. Each will serve an initial three-year term on the 13-member board. The board also welcomes a new chair, Michael Bedke, partner at Tampa-based DLA Piper Law, and a new vice chair, Mary “Merrell” Bailey, managing partner of Your Caring Law Firm in Maitland, Fla.

In January, the two new board members and newly appointed chair attended a day-long orientation at NEFE’s headquarters in downtown Denver where they met NEFE staff and shared stories of how personal finance has affected their lives.

Kevin Plummer

Kevin Plummer grew up in Denver and attended high school at Colorado Academy before graduating from Colby College, where he was named a Lacrosse All-American. He received the prestigious Klingenstein Fellowship at the Teachers College of Columbia University, where he earned a Master of Education Administration in 1999.

As the only independent school in Tampa that is not faith-based, Tampa Prep has a diverse student body, including strong ties to nearby MacDill Military Base. In the eight years that Plummer has been head of school, Tampa Prep became an iPad one-to-one school, earning it the Apple Distinguished School designation. Most importantly, Plummer says his school encourages every student not only to achieve academically, but personally.

With his appointment to the NEFE Board, Plummer is excited to add financial capability to his student body’s skill set.

“Mean does not work in our school at all. Kindness allows our kids to have all sorts of diversity among themselves and they appreciate one another for their humanity, while celebrating themselves for their skills and passion,” Plummer says.

Greg Maged

Greg Maged earned his bachelor’s degree from Stanford University and an MBA from The Wharton School. His earlier career included positions in Japan, Houston and San Francisco, where Maged was an executive with Charles Schwab.

Inspired to make finance more accessible, Maged co-founded his own company, Bicycle Financial, in 2012. Maged now lives outside Washington, D.C. with his wife, financial literacy advocate and author Sharon Kedar.

In his own company and his work with NEFE, Maged says he hopes to help demystify personal finance, with compassion for the emotional baggage often attached to financial issues. In his former client-facing role at Charles Schwab, Maged says he saw “how profoundly people were lost” in managing their own finances, which drove home the need to educate about basic concepts such as compound interest. “It’s amazing that young people have such an opportunity to save and grow their wealth, but they need to understand what to do to take advantage of it.”

NEFE President and CEO Ted Beck welcomes the new board members, saying that they each bring valuable insights. “Kevin’s experience as a high school educator, and Greg’s unique financial strategy skills will be important resources for NEFE at this point in our history.”

As board chair, Michael Bedke is excited about two forward-thinking initiatives for 2016: First, current and former board members as well as current staff will form a task force to tackle the question, “What can and should NEFE be in 10 years?” — an initiative that will help inform and shape NEFE’s strategic vision to stay relevant in the coming decade.

Second, with a grant from the Florida Attorney General, NEFE will implement a pilot financial coaching project that will make a meaningful positive difference in the lives of the underserved community while gathering important data about effective coaching models.

With an ambitious agenda, new leadership and two passionate new board members, 2016 will be “an exciting year at NEFE,” Bedke says.

See the full Spring 2016 Digest or download the PDF.

Contacts

  • Paul Golden

    Media Relations Director

    Direct: 303-224-3514
    Cell: 303-918-3620
    pdg@nefe.org

  • Patricia (Pat) Seaman

    Senior Director of Marketing and Communications

    Direct: 303-224-3538
    pas@nefe.org