Financial Literacy Committee
Gene Natali, Jr., Committee Chair
gene.natali@troutwood.com
Expand the number of colleges in the area that have incorporated The Missing Semester and who are applying the ideas within the book to their own personal financial future.
Create and provide a "certificate of accomplishment" to college students that complete the creation of personal financial plans and meet a minimum standard.
Review the top ten financial plans and the society reviews and awards the top teams with a monetary prize.
Review and provide feedback on the Collegiate personal financial plans (similar to college-to-high school feedback from the JA Money 101 program)
Assist in the development of a survey to test knowledge gain
Analyze results of pre- and post-tests will be administered to measure knowledge gained.
Recruit members participating in this project through the financial literacy committee.
Increase awareness with high schools and universities and media of the CFA Program and other educational offerings, of the society, and of CFA Institute.
Assist in the creation of standardized powerpoints for presentations.
Committee Members |
Gene Natali (Committee Chair) Al Trezza (Collegiate Financial Plan Co-Chair) |
Susan Middleton (Collegiate Financial Plan Co-Chair) |
Darren Wilson (Collegiate Financial Plan Co-Chair) |
Eric Harlovic (High School Outreach Co-Chair) Reed Natali (High School Outreach Co-Chair) |
Brian Seelinger (Erie Outreach Chair) Dr. Nan Li |
Manoharlal Sukhwani |
Jamal Tayab |
Gretchen Ross |
Lauren Moser |
James Moyer |
JM Ruscetti |
Dina Muth |
Jing Xie |
Brian Seelinger |
Chris Diodato |
Eric Fencil |
Jessica Stein |
Louis Civitarese |
Dave Immonen |
John O'Toole |
Greg Cashwell |
Shane Nickolich |
Robert Hill |
|
Student Members |
Josh Bechtold, Penn State Behrend (Co-Chair student membership) |
Josh Kirkpatrick, Penn State Behrend (Co-Chair student membership) |
Jake Pantalone, Duquesne University |
Yuan Law, University of Pittsburgh |
Michael Adams, California University of Pennsylvania |
Caitrin Kelly, Duquesne University |
Brad Lucas, Duquesne University |
Mikayla Homyak, Duquesne University |
Kate Balcom, Grove City College |
Jay Morrison, Indiana University of Pennsylvania |
John McDermitt, Penn State Behrend |
Aruj Bhargava Jamal Gloucester |
Thank you to our Sponsors
Financial Literacy Committee Links
