Lori Lothringer. Career Objective

Transcription

1 Lori Lothringer P.O. Box (office) Omaha, NE Career Objective To create a collegiate financial planning and education institute, partnered with both not-for-profit and profit seeking organizations, for the purposes of: educating future financial planners and financial services professionals; promoting financial literacy through the development of formal literacy standards; and, fostering financial inclusion through outreach programs targeting economically disadvantaged communities. Professional Experience Metropolitan Community College (MCC) MCC Financial Planning Program Director (2003-Present) Participate in recruiting, hiring and retaining qualified faculty Conduct in-class faculty evaluations Facilitate program certification reviews Develop new curriculum and revise existing curriculum Coordinate program marketing efforts Schedule all Finance/Financial Planning and Finance courses on all campuses Manage MCC FPP website Represent MCC FPP and College interest on numerous Advisory Boards, etc. MCC Business Faculty (1991-Present) Teaching Curriculum Development MCC Finance Subject Coordinator (1999-Present) Establishing curriculum standards specific to MCC Finance course offerings. Ensuring curriculum standards reflect current policies and trends. MCC Students in Free Enterprise Director: Samuel Moore Walton Free Enterprise Fellow ( ) Leading MCC Students In Free Enterprise Team Directing various community service activities University of Nebraska-Omaha, Full-time Business Faculty ( ) University of Nebraska-Omaha, Lecturer GMAT Seminar ( )

2 Academic Degrees & Educational Background: Doctor of Philosophy (Ph.D.): Consumer Science 2008 Iowa State University of Science and Technology Master of Science Degree (M.S.): Personal Financial Planning 2005 College for Financial Planning Major: Financial Planning Master of Business Administration (M.B.A.) 1988 University of Missouri-KC Major: Investments Bachelor of Science in Business Administration (B.S.B.A.) 1986 University of Nebraska at Omaha Double Major: Finance & Banking; Minor: Economics Professional Designations Accredited Financial Counselor (AFC) Board/Committee Service: Director of Education Financial Planning Association of Nebraska (2009, 2006) Board Member Financial Planning Association of Nebraska (2006) Member of Federal Reserve Bank of Kansas City Financial Education Collation (2006) Business Advisory Board member Omaha Public Schools Academy of Finance ( ) Planning Committee CFP Board of Standards 2004 Directors Conference Grant Writing/Facilitation Experience: Member FINRA Investor Education Foundation Grant Management Team (2009) Member Community-Based Job Training Grant Management Team (2008) Member Grant Management Team: Project Export-It ( ) Faculty Coordinator Title VI-B Business and Intl. Education Program Grant ( ) Presentations CFP Board s Code of Ethics Financial Planning Association of Nebraska 2009 Ethics: From Practice to Paper Certified Financial Planning Board 2005 Directors Conference. Ensuring Academic Integrity Certified Financial Planning Board 2004 Directors Conference Culture as a Consideration: Creating Culturally Compatible and Standard Specific Personal Finance Curricula for Early Learners. EFERMA 2004 Conference Publications/Press Do you hear what I hear The Politics of Financial Planning, Metropolitan Community College Inside Story, October 31, Available at:

3 Publications/Press (continued) Buckle up and remember to breathe, Fremont Tribune, October 27, Available at: Rebate Check: Enjoy Some Now, Then Save It, ABC News (various affiliates), March Available at: Common Financial Mistakes Can be Easily Cured, ABC News (various affiliates), April Available at: Financial Planners: Preparation and Careers, Nebraska Department of Education FOCUS on Human Services & Resources, February Teaching (2001-Current): Finance: Asset Management Estate Planning Financial Calculator Fundamentals Business Finance Income Tax Planning Financial Planning Principles & Insurance Investments Retirement Planning Financial Statement Analysis Personal Finance Investment Strategies & Portfolio Management Economics: Macroeconomics Microeconomics International Economics Curriculum Development: Developed the following courses for Metropolitan CC (traditional offerings): International Finance Estate Planning Financial Calculator Fundamentals Investments Income Tax Planning Financial Planning Principles & Insurance Personal Finance Retirement Planning Financial Statement Analysis Financial Counseling Consumer Credit Investment Strategies & Portfolio Management Online Course Development: Developed the following online courses for Metropolitan CC: Business Finance Estate Planning Financial Calculator Fundamentals Investments Income Tax Planning Financial Planning Principles & Insurance Personal Finance Retirement Planning Investment Strategies & Portfolio Management Program Development: Developed the following programs of study for Metropolitan CC: Certificate of Achievement Personal Financial Planning (2003) (CFP Board-Registered Program) Financial Planning and Investment Specialization (2004) (2-year Associate Degree Program) Diploma in Financial Counseling (2005) (1-year Diploma Program) Programs were developed, and are offered, in two formats: traditional in-class and e-learning (online). Technology in Teaching Developed & maintained the Metropolitan Community College Financial Planning website ( ) as well as numerous course companion websites for traditional and e- learning offerings including the following: Investments Estate Planning Income Tax Planning Retirement Planning Macro Economics Micro Economics

4 Technology in Teaching (continued) Utilize the following technical tools in course/curriculum development: Contribute, Microsoft Front Page, Angel, WebCT, PDF file creation, and various graphics applications. Utilize the following technical tools in course delivery and facilitation: Internet, Microsoft: Powerpoint, Excel, Word, Outlook. Partnerships in Teaching Formed the Metropolitan Community College Financial Planning Business Advisory Board (2003-current). Created the Metropolitan Community College Students In Free Enterprise Business Advisory Board ( ). Coordinated Finance course offerings (Finance Subject Coordinator): Duties include adjunct faculty reviews, curriculum development/review, textbook selections, and course scheduling (2003-current). Mentored numerous faculty peers providing guidance and support in both online and traditional classroom environment. Committee Service: Have served on numerous committees including Grant Writing Committees, Online Development Committees, Computer & Telecommunications Committees, Scholarship Committees, Faculty Candidate Selection Committees, etc. Community Service: Worked with community and student organizations in the creation and facilitation of various projects including: Sound Advice in Troubled Times: Public forum discussing current economic issues featuring MCC Financial Planning Program alumni students who are Certified Financial Planners working in the industry. Pitch-a-Penny, Pay Off the Debt: Nation-wide program that educated 4 th & 5 th graders as to the origins and consequences of debt by expressing the National Debt in one-cent terms. Community Sponsor: SAC Credit Union Recipe Relay: State-wide program that taught math and nutritional skills to 6 th graders. Corporate Sponsor: Baker s Supermarket Arrive-Alive: State-wide program targeting 8 th graders in a campaign to reduce drunk driving fatalities in Nebraska s rural communities. Corporate Sponsor: PepsiCo Activities & Affiliations: Special Advisor Financial Planning Association of Nebraska Member Association for Financial Counseling and Planning Education (2003-current) Member Financial Planning Association (2004-current) Member North American Small Business International Trade Educators ( ) Honors: National Institute for Staff and Organizational Development Award Recipient (2007) Marlene E. Nelson Scholarship Recipient (2007) ConAgra Foods Excellence in Teaching Award Recipient (2007) Blanche Miller FCS Education & Studies Scholarship Recipient (2006) Metropolitan Community College Learning Is Our Purpose Award Recipient (2006) Honors Graduate College for Financial Planning (May 2005)

5 Honors: (continued) Samuel Moore Walton Free Enterprise Fellow ( ) Leader of Students In Free Enterprise 1996 International Exposition Championship Team Member Kappa Beta Delta Business Honor Society Recipient of Community Development Award (1994) Recipient of Chancellors Scholarship (University of Missouri-Kansas City, ) Member Golden Key International Honors Society (1986)