NEFE Announces New Chief Financial Officer

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DENVER—The National Endowment for Financial Education® (NEFE®) welcomes Joanne Flores Moses as its new chief financial officer. Moses replaces David J. Kaus, chief financial officer and chief operating officer, who retired this month after nearly 30 years of service with the foundation and its predecessor the College for Financial Planning. Moses will oversee day-to-day business operations and management of the endowment’s investment activity and finances.

“The world of personal finance has changed so much, and in many ways, has become more complicated. I am very excited to support NEFE’s efforts to help individuals deal with it all and make their lives a little less stressful,” says Moses.

Moses brings to the foundation nearly four decades of financial management in accounting, private foundation tax regulations, budget development and management, audit and internal controls, and both defined contribution and defined benefit retirement plans. Prior to joining NEFE, Moses spent more than 20 years with the Boettcher Foundation in Denver, starting as controller and serving as their director of finance since 2007. During her tenure with the Boettcher Foundation, she oversaw the growth of their $300 million investment portfolio, which included a mix of traditional asset classes and alternative investments.

Moses is a certified public accountant in Colorado. She received her bachelor’s degree in accounting from the University of Denver and attended the Commonfund Institute at the Yale University School of Management, a rigorous week-long program focusing on investments, portfolio allocations, risk management and securities selection. Moses also is currently chair of the communications committee for the Foundation Financial Officers Group (FFOG) and serves as treasurer on the board of The Communications Network.

Read more on NEFE’s leadership.

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