Leadership

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 -

2017 CHAIR: 2017 VICE CHAIR:
Mary (Merrell) Bailey, Esq.
Managing Partner
Your Caring Law Firm
Maitland, FL
David G. Strege, CFP®, CFA
Senior Financial Planner
Syverson Strege and Company
West Des Moines, IA
2017 NEFE BOARD OF TRUSTEES:
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
Dr. James Kooler
Administrator
California Friday Night Live Partnership
Tulare County Office of Education
Visalia, CA
Greg Maged
CEO and Co-founder
Bicycle Financial
Bethesda, MD
Joyce Nelson
Retired President and CEO
National MS Society
Evergreen, CO
Helen Norris
Vice President & Chief Information Officer
Chapman University
Orange, CA
Kevin Plummer
Head of School
Tampa Preparatory School
Tampa, FL
Colleen Walker
Vice President
Academic Partnerships
Dallas, TX
Jason Young
Co-founder and CEO
Mindblown Labs
Oakland, CA
Michael A. Bedke (Emeritus)
Partner
DLA Piper, LLP
Tampa, FL

Staff Leadership -


Ted Beck

Ted Beck

President and CEO
Learn more about Ted Beck


Billy J. Hensley

Billy J. Hensley, Ph.D.

Senior Director
Education
Learn more about Billy Hensley


Dave Kaus

 

David J. Kaus

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


Amy Marty Conrad

Amy Marty Conrad

Director
CashCourse
Learn more about Amy Marty Conrad


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

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

Financial Four
Inquiries

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

High School Financial Planning Program® (HSFPP)
Inquiries

My Retirement Paycheck
Inquiries

NEFE.org
Inquiries

On Your Own
Cara Hopkins, Marketing and Communications Manager

Smart About Money
Inquiries

Other

Linking and Copyright
Inquiries

Media Relations
Paul Golden, Director of Media Relations

NEFE Digest
Cara Hopkins, Marketing and Communications Manager

Partnerships
Brent Neiser, Senior Director of Strategic Programs and Alliances

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

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

Research Funding
Mary Hoch, Manager