Banner for 2024 Community Financial Fund ( CFF ) Spring Speaker Series

2024 Community Financial Fund (CFF) Spring Speaker Series

by AS Community Financial Fund

Speaker All Students Welcome

Mon, Apr 1, 2024 8:00 AM –

Fri, Jun 14, 2024 9:00 AM PDT (GMT-7)

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Every year, during the Spring Quarter, CFF invites business professionals and professors to speak on a topic of their expertise. It is a great opportunity to get in-depth knowledge about personal finance topics that may be of interest to you. These topics affect everyone, and we recommend you come and ask any questions you may have. If you prefer to just sit back and listen, that’s great, too! Topics in the past have included index fund investing, addressing financial trauma, student loans education, taxes, and much more.

For questions about this year's Spring Speaker Series, please email Claudia Lee at cffexternalvc@as.ucsb.edu.

Agenda

Past Events

Fri, May 24, 2024
1:00 PM – 4:00 PM
Private Location (sign in to display)
"Wealth Building + Achieving Early Financial Freedom" with Dan Sheeks

Are you looking forward to working for the next 45 years of your life? Or does working from college graduation until age 65 seem daunting, or even dreadful? If you fit in the latter, join Dan Sheeks on Friday, May 24 for a multi-part event dedicated toward learning about money strategies you can use now to put you on track for early financial freedom. This presentation is not a get-rich-quick or an MLM scheme. Instead, it involves common-sense money management tactics to help you live your best life by reaching financial independence decades before you turn 65.

Tue, May 21, 2024
6:00 PM – 7:00 PM
Online Event
"Investing to the Moon" with Giovanna Gonzalez

You may have heard of the importance of investing in the stock market but have no clue how to get started. Come join Giovanna Gonzalez, bestselling author of Cultura & Cash, financial educator, finfluencer and UCSB alumni (B.A. ‘11) to learn what is investing, why it matters, the power of compound interest, common myths that hold you back, and how you can get started investing as a young adult. Without the finance bro jargon!

This event is a part of the 2024 Spring Speaker Series, hosted by the A.S. Community Financial Fund. For questions, please contact Claudia Lee at cffexternalvc@as.ucsb.edu.

Thu, May 16, 2024
5:00 PM – 6:00 PM
Private Location (sign in to display)
"LGBTQ+ Finances" with The Debt Free Guys

David and John Auten-Schneider, also known as The Debt Free Guys, are renowned advocates in LGBTQ+ personal finance. David and John join us to present an insightful exploration into the present landscape of LGBTQ+ finances. They illuminate the challenges facing the community, while also highlighting areas of resilience and potential. Furthermore, they delve into the intricate web of funding behind the anti-LGBTQ+ industrial complex, which fuels the proliferation of discriminatory legislation nationwide. With a focus on safeguarding civil rights, they discuss innovative strategies essential for the community to counteract these threats effectively.

32 Spots Left
Thu, May 09, 2024
4:00 PM – 5:15 PM
Private Location (sign in to display)
"Negotiating in the Workplace" with Christina Nguyen

Finances and job search go hand in hand. Join Christina Nguyen, a Career Counselor from UCSB Career Services, to learn more about aligning your goals as you search for a career-launching job out of college. We will discuss the job search, compensation as a whole, and how to negotiate employment terms! This is a great opportunity to learn how to advocate for yourself in the work environment.

Sold-Out
Tue, May 07, 2024
5:00 PM – 6:00 PM
Private Location (sign in to display)
"Financial & Mental Wellness" with Joyce Marter

As a therapist, Joyce Marter noticed an extraordinary trend: as her clients improved their mental health, they also began receiving raises, getting promotions, finding better jobs, or starting their own successful businesses. Since that epiphany, Marter has become a go-to expert on establishing ways to improve financial well-being by focusing on psychological and relational issues around money. In this workshop, Marter cites research showing the correlation between positive self-esteem and financial prosperity. She reveals how confidence, self-compassion, and self-care contribute to financial prosperity. Participants discover how to promote mental and financial health using cognitive behavioral therapy, narrative therapy, and mindfulness practices.

There’s a certain psychology that goes into success. In her book, The Financial Mindset Fix, Marter identifies 12 essential mindsets for transforming your relationship with yourself to welcome a life of wealth. Throughout this presentation, she provides innovative exercises, self-assessment tools, and insights for shifting into a mindset of abundance. Marter shares powerful case presentations from over 20 years of therapeutic practice demonstrating the power of the psychology of success. Participants leave with resources to begin practicing the psychology of success in both their personal and professional lives. Marter has facilitated this popular training for the American Counseling Association, many state counseling branches, and Fortune 500 Companies.

Fri, Apr 26, 2024
2:00 PM – 3:30 PM
UCSB Student Resource Building (SRB) Multipurpose Room (MPR)
"Grocery Games: Balanced Eating on a Budget" with Mallory Russell and Gianna Zeno

Do you want to win at grocery shopping? Are you ever unsure about what to get at the grocery store? Come join Mallory Russell, a Health Educator at UCSB's Department of Health and Wellness, and Gianna Zeno, a Food, Nutrition, and Basic Skills Intern, to learn how to better your grocery game, putting more food in your belly while keeping more money in your pocket. This interactive grocery workshop will provide targeted budgeting tips and, of course, some free food.

This event is a part of the 2024 Spring Speaker Series, hosted by the A.S. Community Financial Fund. For questions, please contact Claudia Lee at cffexternalvc@as.ucsb.edu.

Wed, Apr 24, 2024
5:30 PM – 6:30 PM
Online Event
"Navigating Credit" with Melissa Lambarena

Melissa Lambarena, a Senior Writer at NerdWallet, joins us to provide tips and tricks on the complex world of credit. Understand how to jumpstart your credit journey and why it’s important to start early. Learn about different credit-building options and how to manage them strategically to have more opportunities after graduation.

This event is a part of the 2024 Spring Speaker Series, hosted by the A.S. Community Financial Fund. For questions, please contact Claudia Lee at cffexternalvc@as.ucsb.edu.

Wed, Apr 10, 2024
5:00 PM – 6:00 PM
Online Event
"Financing Grad School" with Latinas Talk Dinero

Dr. Alejandra Magaña Gamero and Raylene Hernandez from Latinas Talk Dinero will join us to provide an overview of student loans, scholarships, fellowships, and other ways to finance your higher education! With student loans reaching a record high in 2020, it is important that we discuss the financial consequences but also the mental, physical, and emotional toll that can result from debt and financial stress.

This event is a part of the 2024 Spring Speaker Series, hosted by the A.S. Community Financial Fund. For questions, please contact Claudia Lee at cffexternalvc@as.ucsb.edu.

Speakers

Alejandra Magaña Gamero's profile photo

Alejandra Magaña Gamero

Co-Founder

Latinas Talk Dinero

Dr. Alejandra Magaña Gamero is a proud Mexicana, daughter of immigrants, and first-generation college student and entrepreneur. She is passionate about fostering positive change through community engagement. Throughout her career, she has had the privilege of collaborating with diverse stakeholders, including nonprofit organizations, educational institutions, and corporate entities, to develop and implement innovative community engagement and social impact strategies. Alejandra is currently an Institutional Engagement Manager for Excelencia in Education, the leading national non-profit advocating for Latino student success in higher education. In her free time you can find her hiking, camping, at the beach, or spending time with her dog Sporty.


Raylene Hernandez's profile photo

Raylene Hernandez

Co-Founder

Latinas Talk Dinero

Raylene Hernandez was born and raised in the Bay Area and is a fierce advocate for the financial stability of BIPOC communities. She utilizes her Bachelor's degree in Public Health and Women's & Gender Studies as a lens to critically think about strategies to increase community members' ability to build wealth. Raylene is specifically invested in financial stability as a tool to combat domestic violence within our communities. Raylene is currently the Director of Resource Development and Strategy at Somos Mayfair, an organization that supports children, organizes families and connects neighbors to uplift the dreams, power, and leadership of the community and address systemic inequities. She also is getting her Master's degree in Organizational Development at the University of San Francisco.


Melissa Lambarena's profile photo

Melissa Lambarena

Senior Writer

NerdWallet

Melissa Lambarena is a Senior Writer on the credit cards team at NerdWallet. She has enthusiastically covered credit card-related topics for over seven years. Her prior experience includes nine years as a content creator for several publications and websites. Through her work, she aims to help readers extract value from credit cards to meet financial goals like stretching their budget, building credit, traveling to dream destinations, and paying off debt. She explores these topics in the Millennial Money column featured in The Associated Press. Her work has also appeared in The New York Times, Chicago Tribune, The Washington Post, USA Today, and Yahoo Finance, among others. Melissa has a bachelor’s degree in sociology from the University of California, Los Angeles.


Mallory Russell's profile photo

Mallory Russell

Health Education Generalist

UCSB Department of Health & Wellness



Mallory Russell is one of the advisors for the Food, Nutrition, and Basic Skills Program with the Department of Health and Wellness. She majored in Landscape Architecture and loves to learn new ways of connecting to nature. She has worked in a variety of culinary worlds: educational farms, catering, school gardens, commercial kitchens, health clinics, and teaching pop up cooking classes. These experiences drove home the power of food in identity, healing, and community. In her freetime she can be found outside, searching for the best breakfast burrito, gardening, and hanging with her two little nieces.




Gianna Zeno's profile photo

Gianna Zeno

Undergraduate Student

UC Santa Barbara

Gianna Zeno is a third year Biological Sciences major and a Food, Nutrition and Basic Skills Intern with the Department of Health and Wellness. She values promoting sustainable eating and lifestyles through education and peer involvement. In her free time, she enjoys getting outside and celebrating culture through cuisine!



 

Joyce Marter's profile photo

Joyce Marter

Principal

Joyce Marter Enterprises, Inc.

Joyce Marter is a licensed psychotherapist, entrepeneur, global keynote speaker, and internationally published author. She founded, built, and successfully sold a multi-million-dollar mental health comapny. She is a contributor to Psychology Today, MoneyGeek, Choosing Therapy, and more. She is the author of The Financial Mindset Fix: A Mental Fitness Program for an Abundant Life, which has been published in four languages and received eight book awards. She is renown globally as a mental health thought leader, specializing in the psychology of money and cultivating holistic success.


Christina Nguyen's profile photo

Christina Nguyen

Career Counselor & Coordinator

UCSB Career Services

https://www.linkedin.com/company/ucsb-career-services/

 



Christina Nguyen is a Career Counselor and Coordinator at UCSB Career Services. She's a first-generation Vietnamese American woman who is the proud duaghter of immigrant parents. Christina completed her Master's degree in Counseling and works to create equity and awareness of resources for the students here at UCSB. She's been at UCSB for nearly four years, and primarily works with students headed toward STEM career paths. Christina enjoys working with all UCSB students as they navigate careers during and after college, particularly when it comes to helping first-generation students.



David and John Auten-Schneider's profile photo

David and John Auten-Schneider

Founders

The Debt Free Guys

David and John Auten-Schneider are The Debt Free Guys and hosts of the Queer Money® podcast. They help queer people (and allies) live fabulously --- not fabulously broke. They were the first LGBTQ+ personal finance contributors to Forbes and their work has appeared in Yahoo! Finance, CNBC, Good Morning America, and more. They’ve partnered with some of the biggest companies, from Capital One to Orbitz, worked with some of the leading LGBTQ+ non-profits, from The Trevor Project to Out & Equal, and have spoken for employee and business resource groups, from Prudential to Verizon. Most recently, they’re the co-authors of two LGBTQ+ money studies conducted in partnership with The Motley Fool.

Giovanna Gonzalez's profile photo

Giovanna Gonzalez

Founder & CEO

The First Gen Mentor

Giovanna "Gigi" Gonzalez is a TikTok influencer, financial educator, and author of the bestselling book Cultura and Cash. During the Great Resignation, she quit her 10-year corporate career to pursue her true passion: teaching financial literacy to young adults. 

Gigi teaches personal finance and career navigation for First Gen at various organizations and on her TikTok account @thefirstgenmentor. She was named "40 Under 40" by the Hispanic Alliance for Career Enhancement, "Latinx to Watch" by Hispanic Executive Magazine, and Top 25 Creator by Fast Company.


Dan Sheeks's profile photo

Dan Sheeks

Founder

SheeksFreaks

https://www.linkedin.com/in/dan-sheeks-0ab489106?trk=public_post_feed-actor-name

Dan Sheeks is the author of the new book, First to a Million: A Teenager’s Guide to Achieving Early Financial Freedom, and the accompanying workbook, published by BiggerPockets. Tailored toward the Gen Z demographic, Sheeks works toward introducing them to early financial freedom strategies, concepts, and mindsets so they can live their best lives as young adults.

In addition to being a published author, Dan has been a high school business teacher for twenty years, as well as a personal finance advocate, an early financial freedom achiever, and a real estate investor. Based in Denver, Colorado, Dan has been a guest on well over fifty podcasts and is considered by many as the quintessential expert on early financial freedom education for Gen Z.

Dan launched SheeksFreaks in late 2019, an app-based community dedicated to helping young people learn money management skills, start investing in real estate, and pursue early financial independence. The SheeksFreaks community aims to help Gen Z use specific methods of saving, earning extra income, and investing to set them on track to achieve financial independence at a young age.

Dan and his wife have a variety of real estate investments, including multi-family, single-family, short-term rentals, and out-of-state “Buy, Rehab, Rent, Refinance, Repeat” (BRRR) properties. They currently have seventeen units in Colorado and Michigan.


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