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Money Smart Week 2017: Money Smart 2017 Events - Descriptions

Money Smart Week 2017 Events

Salary and Offer Negotiation, Thurs., April 27, 3-3:50 p.m.

Salary and Offer Negotiation

Date:  Thurs., April 27

Time:  3-3:50 p.m.

Location:  AAC 340 (The Loft)

This session will cover:

  • Researching salary and market value
  • Handling salary history/requirement questions
  • Evaluating a job offer
  • Negotiating the offer
  • Accepting/rejecting offers

Afterwards you will:

  • Know when and when not to negotiate salary
  • Learn how to prepare for salary negotiation
  • Ascertain the key steps to negotiate salary
  • Understand how to accept or reject an offer

Attendees will have the opportunity to break out and practice different scenarios.

Presented by Rebecca Damas.

Rebecca joined the University Career Center in September, 2014 after working in the Daniels College of Business for three years in academic and career advising. Prior to that, she worked at her alma mater, the University of Missouri, for seven years in roles including: Internship Coordinator, Development Officer, and Athletic Academic Advisor. She received her Bachelor of Arts in Communication and Bachelor of Arts in Psychology from the University of Missouri.

The Financial Reality Experience, Fri., April 28, Noon-1:15 p.m.

The Financial Reality Experience

Date:  Fri., April 28

Time:  Noon-1:15 p.m.

Location:  AAC 290

Spin the Reality Wheel to:

  • Engage with Colorado industry experts on topics such as housing (renting vs. buying), student loans, health insurance, and more
  • Learn to manage a budget
  • Receive a guidebook for managing financial life choices and determine best practices

Participants at the booths include professionals from Huff Realty, DU's Bursar's Office, Capital One and US Bank

HERStory Panel of Empowerment, Fri., April 28, 1:30-2:20 p.m.

HerSTORY Panel of Empowerment

Date:  Fri., April 28

Time:  1:30-2:20 p.m.

Location:  AAC 290

  • Hear from four women in the financial industry
  • Find out how they started
  • Learn about the barriers they faced and how they overcame them
  • Discover how local women can get involved to help with women empowerment in Colorado

Panelists include Patty Salazar, Deputy Director of the State of Colorado's Department of Regulatory Agencies (DORA); Janet Burkhardt, Director of Student Financial Services at the University of Denver (DU); and Nicole Brusewitz, Vice President, Education and Events, Mountain West Credit Union Association. (See Bios below)

Patty Salazar 

In August 2016, Patty Salazar was appointed to serve as the Deputy Executive Director of the Colorado Department of Regulatory Agencies (DORA). As Deputy Director, Patty directly oversees the agency’s legislative activities, performance planning and regulatory agenda development, and communication and outreach efforts as well as manages special projects and initiatives across the department.

Prior to serving as the Deputy Executive Director of DORA, Patty served as the Commissioner of Financial Services as the Director of the Division of Financial Services with DORA. 

Patty comes to DORA from California’s financial services regulator, the Department of Business Oversight, where she served as the deputy commissioner, responsible for public affairs, policy development, performance planning and managing the department’s consumer services office. Previously she served as the state legislative and regulatory lobbyist for the California and Nevada Credit Union Leagues. Prior to joining the trade association, she served as a consultant to the organization on public affairs and strategies related to federal and state legislation affecting the credit union industry.

Patty earned a Master of Public Administration degree from the University of Southern California and earned a Bachelor of Science degree from California State University, Northridge. 

Janet Burkhardt

Janet Burkhardt is the Director of Student Financial Services at the University of Denver (DU).  Janet oversees the operation of the Bursar’s Office, the University’s Perkins Loan Program and the Student ID Card Office.  Janet has over 19 years of experience in areas of student accounts, student billing and student debt management.  Before joining Student Financial Services, Janet worked as a computer analyst for the University of Denver. 

Janet deftly combines her analytical skills with her financial account background to streamline the most critical processes in her unit.  Her most recent projects include the implementation of a secure online process for W-9S collection, transitioning DU from a TMS school to a Touchnet school and the implementation of an online student responsibility agreement.

Janet holds a bachelors and Master of Science in Management degree from the University of Denver.  Janet lives in Denver with her husband and 2 college kids who occasionally live at home.  In her free time, Janet enjoys hiking in the beautiful Rocky Mountains.

Nicole Brusewitz

Nicole Brusewitz is Vice President of Education & Events for the Mountain West Credit Union Association where she has served the credit union industry since 2007.  In her capacity, she manages the delivery of high quality education and leadership training opportunities for thousands of credit union employees across Arizona, Colorado, and Wyoming. 

Nicole began her career as an educator and consultant in the health and wellness industry where she served on the faculty of John F. Kennedy University and was Executive Director of Health In Common.  Where previously she focused her work on physical and mental wellness for the past ten years it has been devoted to financial wellness.

In 2014, Nicole established the Colorado Sister Society of the Global Women’s Leadership Network (GWLN) where she still serves as Co-Leader.  The Network is the credit union industry's only international platform dedicated to addressing and facilitating greater gender balance among leadership positions.  In 2015, she received the Credit Union Rock Star award by Credit Union Magazine and in 2016 received the inaugural “Emerging Leader” award by the Global Women’s Leadership Network.

Nicole holds a bachelor’s degree in Business Administration, a master’s degree in Holistic Health Education, the Credit Union Development Educator (CUDE) designation, as well as the Certified Meeting Professional (CMP) designation.  

Financial Investing: A Simple Road to Wealth, Fri., April 28, 2:30-3:20 p.m.

Financial Investing: A Simple Road to Wealth

Date:  Fri., April 28

Time:  2:30-3:20 p.m.

Location:  AAC 290

Panelists will

  • Define wealth management and investing
  • Explain the fiduciary responsibility of financial advisors
  • Describe what diversification means to 18-24 year olds
  • Shed light on how and when individuals should start investing

Investment panelists include Gerald Rome, State Securities Commissioner and Kevin Reilly, AXA Advisors. See bios below.

Gerald Rome

Mr. Rome became Securities Commissioner on June 2, 2014. In that role, he is responsible for the administration of the Colorado Securities Act, the Colorado Commodity Code, the Colorado Municipal Bond Supervision Act, and the Local Government Investment Pool Trust Fund Administration and Enforcement Act. In addition, Mr. Rome is currently serving on the Board of Directors of the North American Securities Administrators Association (NASAA).

From 2004 to 2013, Mr. Rome was the Deputy Securities Commissioner for the Colorado Division of Securities. As Deputy Commissioner, he directed the division’s enforcement, licensing, and examination activities. Prior to 2004, he served for five years as the division’s chief legal counsel in all of its civil enforcement matters as First Assistant Attorney General for the Colorado Attorney General’s Office. From 2010 to 2013 he was an adjunct professor at the University of Denver, Daniels College of Business, teaching real estate securities law.

In addition to his work as securities regulator, Mr. Rome served as Senior Attorney for the Resolution Trust Corporation/FDIC, where he directed the Civil Fraud Task Force for the Denver office. Mr. Rome has also worked for six years as a criminal prosecutor, including two years prosecuting securities law violations investigated by the Colorado Division of Securities.

Mr. Rome received his J.D. degree from the University of Denver School of Law, and his B.A. degree from the University of Colorado, Boulder.

Kevin Reilly

Kevin Reilly received his undergraduate degree from Columbia University in New York City and began his career in the financial industry with direct access to the financial markets in NYC.  Kevin was an investment banker and an entrepreneur with two businesses and a financial consultant for AXA Advisors, where he remains employed to date. In addition, Kevin also obtained his MBA from the Univ. of Colorado.

Mr. Reilly has over 25 years of experience of experience in the financial industry where he has built and protected the wealth for all of his clients' long term financial futures. Kevin's expertise extends into varying areas of the financial industry such as life insurance, estate planning, wealth management, retirement income and real estate. 

Andrew Cullen, Associate Vice Chancellor for Finance, Controller, and Assistant Treasurer

Mr. Cullen is responsible for the daily operations of the accounting, budget operations, cash management and disbursement functions for the University. As Assistant Treasurer, he works with the University Treasurer on managing the University’s working capital, endowment investments and long-term debt.

Prior to joining the University, Cullen served as the Associate Vice President for the Office of Planning, Budget & Analysis at the University of New Mexico. In this role, he oversaw the prioritization, development and implementation of the University’s operating and capital budgets and the development of the University Innovate ABQ economic development initiative.  With more than 20 years of experience with strategy and planning, Cullen brings to the University important skills and experience that make him an effective collaborator and partner. 

He earned both his bachelor’s degree in finance & accounting and a master’s degree in landscape architecture from the University of New Mexico.