Billy J Hensley, Ph.D.
Senior Director of Education, National Endowment for Financial Education
Billy J. Hensley, Ph.D. is the senior director of education for the National Endowment for Financial Education® (NEFE®), where he oversees the grants and research department, including management of several of NEFE’s consumer education programs, collegiate initiatives, and e-learning and web strategy. During his career, he has worked in educational philanthropy and higher education administration in Colorado, Ohio and Kentucky. His primary research interests are financial education, teacher professional development and the facilitation of social change through philanthropy.
Senior Program Analyst, Office for Older Americans, Consumer Finance Protection Bureau
Jenefer Duane joined the Consumer Financial Protection Bureau in December of 2011. She serves as the Senior Program Analyst in the Bureaus’ Office of Financial Protection for Older Americans. Prior to joining the CFPB, Ms. Duane was the Founder and CEO of the non-profit Elder Financial Protection Network (EFPN) in San Francisco. Under her leadership, EFPN developed education programs for older adults and family caregivers on preventing, identifying and responding to elder financial exploitation; and award-winning professional training for the financial services industry; law enforcement, social services and other professionals.
Carly Urban, Ph.D.
Associate Professor of Economics, Montana State University
Dr. Carly Urban is an Assistant Professor of Economics in the Department of Agricultural Economics and Economics at Montana State University. Her research focuses on the policy analysis of financial interventions. She has written on the effects of regulatory oversight, mandatory mediation, foreclosure counseling, and moratoria on foreclosures in the mortgage market. In addition, the FINRA Investor Education Foundation has funded her research on the heterogeneity in high school personal finance education mandates.
Dr. Marsha Goetting
Professor and Extension Family Economics Specialist, MSU Extension
Dr. Marsha A. Goetting is a Professor and Extension Family Economics Specialist. During the past eight years she has presented over 450 educational sessions reaching over 12,900 Montanans with financial and estate planning information. She has received state, regional and national state awards for her programs. Dr. Goetting received her Bachelors and Masters degrees in Family Economics and Adult Education from Kansas State University. Her PhD is from Iowa State University.
Diana Holshue has 33 years of experience at the Federal Reserve Bank. In addition to her work at the Helena Branch, Diana is a past president of the Montana Financial Education Coalition. Diana also serves on the Advisory Board for the University of Montana’s Bureau of Business and Economic Research.
She holds a BA degree with majors in Accounting, Business Administration, Economics and Finance from Carroll College. While attending Carroll, Diana served as president of the Alpha Beta Epsilon, Carroll’s local chapter of Sigma Tau Delta, the International English Honor Society. She graduated with honors from the Stonier Graduate School of Banking at Georgetown University.
Diana is an inactive CPA candidate and member of the Montana Society of Certified Public Accountants and the American Institute of certified Public Accountants. She is a 2013 graduate of Leadership Montana.
Diana passionately works to alleviate poverty throughout the state, especially for our children, by acting as a liaison to the Montana Partnership to End Childhood Hunger and the Montana Military Financial Alliance, and was a past director for the Court Appointed Special Advocate (CASA). In her work at the Federal Reserve Bank, she established and administered a Native American internship program for high school graduates providing mentoring, career development training, financial literacy training, and job experience to up-and-coming youth from our native communities.
Financial Literacy Program Manager, Rural Dynamics
Summer Red has been teaching financial education for over three years, with a particular focus on helping individuals make choices that help them get the most out of their money. As the Financial Literacy Program Manager for Rural Dymanics, Inc. she is working hard to ensure that everyone in Montana has access to high quality education to learn the skills that will help them successfully navigate the world of personal finance.
Deputy Securities Commissioner, State Auditor’s Office
Lynne Egan is the Deputy Securities Commissioner for the Office of the Commissioner of Securities and Insurance, Montana State Auditor. Prior to serving as the Deputy Securities Commissioner, she was the bureau chief and an analyst for the Securities Division, positions she has occupied since 1994. Lynne earned an accounting degree from Carroll College, passed the uniform CPA exam, and prior to joining the Montana Securities Division worked as an income tax auditor for the Montana Department of Revenue. In addition to her public service, Lynne also worked in the private securities industry at D. A. Davidson & Co., a mid-size regional broker-dealer firm, from 1980-1990.
Schools Manager, EverFi
Sean earned a Bachelor’s Degree in Education from the University of Idaho. Throughout his undergraduate years, he volunteered at Moscow High School and completed his student teaching at Genessee, where he taught 7th-12th grade Social Studies. Upon graduation, Sean ran a small business, served as a substitute teacher at Genessee, and was a Special Education Para-Professional for several years. Most recently, Sean managed Charter College’s vocational campus in Billings and then Missoula. Outside of work, while in Billings, Sean participated heavily in the Chamber of Commerce, including running a weekly networking meeting. In Missoula, Sean is on the Workforce Development Committee and is part of the Exchange Club. He is looking forward to working with districts, teachers, and students across Montana in his new capacity as EVERFI Schools Manager.