Leadership

Behind every great organization is exceptional leadership.

NEFE is governed by a volunteer board of trustees and led by President and CEO Billy J. Hensley, Ph.D. A staff of fewer than 25 individuals guides NEFE’s public service work at its headquarters in Denver, Colo.

Board of Trustees -

2019 CHAIR: 2019 VICE CHAIR:
Patrick Bannigan
Executive Vice President and
Chief Financial Officer
American Century Investments
Kansas City, MO
Helen Norris
Vice President and
Chief Information Officer
Chapman University
Orange, CA
2019 NEFE BOARD OF TRUSTEES:
Rachelle Feldman
Associate Provost and
Director of Financial Aid
University of North Carolina at Chapel Hill
Durham, NC
Billy J. Hensley, Ph.D.
President and CEO
National Endowment for Financial Education
Denver, CO
Rick Ketchum
Retired Chairman and CEO
Financial Industry Regulatory Authority
Rye, NY
Margaret Libby
CEO and Founder
MyPath
San Francisco, CA
Greg Maged
CEO and Co-founder
Bicycle Financial
Bethesda, MD
Doug McCormick
Co-Founder and Managing Partner
HCI Equity
Washington, D.C.
Joyce Nelson
Retired President and CEO
National MS Society
Evergreen, CO
Kevin Plummer
Head of School
Tampa Preparatory School
Tampa, FL
Manisha Thakor
VP of Financial Education
Brighton Jones
Portland, OR
Colleen Walker
Vice President, University Partnerships
Academic Partnerships
Dallas, TX
Jason Young
Co-founder and CEO
Mindblown Labs
Washington, D.C.
David G. Strege, CFP, CFA (Emeritus Chair)
Senior Financial Planner
Syverson Strege and Company
West Des Moines, IA

Staff Leadership -


Billy J. Hensley

Billy J. Hensley, Ph.D.

President and CEO
Learn more about Billy Hensley


Joanne Flores Moses

Joanne Flores Moses, CPA®

Chief Financial Officer
Learn more about Joanne Flores Moses


Amy Marty Conrad

Amy Marty Conrad

Managing Director
CashCourse
Learn more about Amy Marty Conrad

 


Annette Fowler

Annette Fowler

Managing Director of Technology 
Learn more about Annette Fowler


Paul Golden

Paul Golden

Managing Director
Media and Communications
Learn more about Paul Golden


Brent A. Neiser

Brent A. Neiser, CFP

Senior Director
Strategic Partnerships and Alliances
Learn more about Brent Neiser


Chelsea Norton

Chelsea Norton

Managing Director Marketing
Learn more about Chelsea Norton


Katherine M. Sauer, Ph.D.

Senior Director of Education,
Research and Strategic Impact
Learn more about Katherine Sauer


Susan Sharkey

Susan Sharkey

Senior Director
High School Financial Planning Program
Learn more about Susan Sharkey




Program Information and Contacts -

Please contact the individual(s) listed below with specific inquiries about:

Programs and Websites

CashCourse
Inquiries

Evaluation Toolkit
Inquiries

Financial Four
Inquiries

Financial Workshop Kits
Mary "Jeannette" Schultz, Director, MNM

High School Financial Planning Program® (HSFPP)
Inquiries

My Retirement Paycheck
Inquiries

NEFE.org
Inquiries

On Your Own
Rebecca Bird, Marketing and Communications Manager

Smart About Money
Inquiries

Other

Linking and Copyright
Inquiries

Media Relations
Paul Golden, Director of Media Relations

NEFE Digest
Naomi Verdun, Marketing and Communications Associate

Partnerships
Brent Neiser, Senior Director of Strategic Programs and Alliances

Public Policy
Brent Neiser, Senior Director of Strategic Programs and Alliances

Research
Mary Hoch, Manager