Behind every great organization is exceptional leadership.

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

Board of Trustees -

2018 CHAIR: 2018 VICE CHAIR:
David G. Strege, CFP®, CFA
Senior Financial Planner
Syverson Strege and Company
West Des Moines, IA
Patrick Bannigan
Chief Operating Officer
American Century Investments
Kansas City, MO
Ted Beck
President and CEO
National Endowment for Financial Education
Denver, CO
Denise (Denny) Crawford
Securities Consultant
Austin, TX
Rick Ketchum
Retired Chairman and CEO 
Financial Industry Regulatory Authority
Rye, NY
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
Helen Norris
Vice President and Chief Information Officer
Chapman University
Orange, CA
Kevin Plummer
Head of School
Tampa Preparatory School
Tampa, FL
Manisha Thakor
Director of Wealth Strategies for Women
Buckingham Strategic Wealth
Portland, OR
Jason Young
Co-founder and CEO
Mindblown Labs
Oakland, CA
Mary (Merrell) Bailey, Esq. (Chair Emeritus)
Managing Partner
Your Caring Law Firm
Maitland, FL
Michael A. Bedke (Chair Emeritus)
DLA Piper, LLP
Tampa, FL
Dr. James Kooler, Dr. P. H.(Trustee Emeritus)
California Friday Night Live Partnership
Tulare County Office of Education
Visalia, CA

Helen Norris
Vice President & Chief Information Officer
Chapman University
Orange, CA
Helen Norris
Vice President & Chief Information Officer
Chapman University
Orange, CA

Staff Leadership -

Ted Beck

Ted Beck

President and CEO
Learn more about Ted Beck

Dave Kaus


David J. Kaus

Chief Financial Officer and Chief Operating Officer
Learn more about Dave Kaus

Amy Marty Conrad

Amy Marty Conrad

Learn more about Amy Marty Conrad

Billy J. Hensley

Billy J. Hensley, Ph.D.

Senior Director
Learn more about Billy Hensley

Annette Fowler

Annette Fowler

eLearning Technology
Learn more about Annette Fowler

Brent A. Neiser

Brent A. Neiser, CFP

Senior Director
Strategic Programs and Alliances
Learn more about Brent Neiser

Pat Seaman


Patricia Seaman

Senior Director
Marketing and Communications
Learn more about Pat Seaman

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


Evaluation Toolkit
Billy J. Hensley, Ph.D., Senior Director of Education

Financial Four

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

High School Financial Planning Program® (HSFPP)

My Retirement Paycheck


On Your Own
Rebecca Bird, Marketing and Communications Manager

Smart About Money


Linking and Copyright

Media Relations
Paul Golden, Director of Media Relations

NEFE Digest
Naomi Verdun, Marketing and Communications Associate

Brent Neiser, Senior Director of Strategic Programs and Alliances

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

Billy J. Hensley, Ph.D. Senior Director of Education

Research Funding
Mary Hoch, Manager