The
Report
WINTER 2026
CEE 2025 Accomplishments
CEO CORNER
This year marked an important milestone for CEE, defined by both achievement and transition. As I stepped into the CEO role after nearly two decades of Nan Morrison’s outstanding leadership, I was inspired not just by her legacy but by a team, board, and community deeply committed to growth. And growth is exactly what we are focused on. This past year reinforced the importance of our mission. As economic, cultural, and technological changes accelerate, the need for young people to understand their financial lives grows. With your support, we not only kept pace but also innovated, meeting students and teachers where they are and making relevant topics central to our teaching. Looking ahead, we will build on this momentum. We are expanding access, providing educators with fresh, relevant tools, and reaching more classrooms and communities nationwide. We approach these opportunities with excitement and humility. Our donors and partners make this progress possible. Your support not only sustains our work but also drives our future. Every student who gains financial confidence, every teacher who inspires curiosity, and every family that feels more prepared benefits from your commitment. It has been a genuine pleasure getting to know so many of you this year. I have been struck again and again by your wisdom, your generosity, and your belief in this mission. Thank you for welcoming me, and thank you for being part of this community. I hope you feel as energized as I do about the road ahead. There is so much more to do—and I am glad we will do it together.
Steve Bumbaugh, Chief Executive Officer
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CEE 2025 Accomplishments • CEE welcomed Steve Bumbaugh as our new CEO. • We published the third edition of the National Content Standards in K-12 Economics, updating this important reference work to include new standards in Technology and International Trade. • Our student competitions saw nearly 25% growth in 2025, reaching 28,000 students across the U.S., and received prominent coverage in the Wall Street Journal, Fox and Friends, Squawk Box, USA TODAY, and PBS. • Four more states added personal finance graduation requirements – Colorado, Delaware, Hawaii, and Texas– ensuring that the 450,000 annual graduates in these four states will have taken a personal finance course during their high school years. • Our digital platform of free teacher resources had over 341,400 unique visitors in 2025 – a year-over-year increase of almost 14%. • We continued to keep the digital platform up to date in 2025, adding or revising 120 lessons. Topics included: teen gambling, energy conservation, electricity costs, and supply and demand. • The Invest In Girls (IIG) program continued to grow, with 2,000 girls across 12 states participating in IIG programming in 2025. Our offerings expanded to include one-on-one mentorship, internship opportunities, and a pilot with the CFA Institute’s Investment Foundations Certificate program. • More than 43,000 teachers – and the 4,000,000 students they reached– benefitted from professional development provided by CEE and our nationwide network of affiliates. Those fortunate to attend our annual conference in New Orleans also had the opportunity to learn from well-known authors and educators Jacob Clifford and Tiffany “the Budgetnista” Aliche. • We initiated an exciting new partnership with the College Board to elevate personal finance and business learning through the new AP Business with Personal Finance course.
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NOTE FROM THE BOARD CHAIR In many ways, 2025 was a year of contradictions. U.S. equity markets reached record highs, creating huge amounts of wealth for equity owners. At the same time, nearly half of Americans said they found groceries, utility bills, health care, housing, and transportation difficult to afford, according to a November Politico poll. Economic growth proved stronger than expected, but jobs were increasingly hard to find. Private and public sector leaders have struggled for years to meaningfully address what’s called the “K-shaped economy,” where there is a wide gap in financial wellbeing between different segments of the population. This past year saw a new initiative announced, in part, to help the bottom leg of the “K”: investment accounts for newborns that the government will seed with $1,000 per child. Philanthropists Michael and Susan Dell, along with Ray and Barbara Dalio, subsequently pledged significant funds to further the initiative. These initiatives to help Americans have financially healthier lives, in turn benefiting the broader economy, are welcome. But they are far from sufficient. In the case of starting an investment account for a child, a critically important, but too-often missing ingredient is economic and financial education. In this case, when funds can be tapped at age 18, will the new adults understand how to decide what they should spend versus save? There has never been a more important time for the Council for Economic Education (CEE). To see a smaller economic “K” going forward, we need more states to include economic and personal finance education in their curricula. We also need well-trained teachers. CEE, with more than 75 years of experience to build on, reaches 50,000 teachers a year through its professional development programs. We are thrilled to have our new CEO, Steve Bumbaugh, increase CEE’s impact and build on former CEO Nan Morrison’s 17 years of great work, ensuring that all K-12 students have the tools they need to build affordable, financially healthy lives.
Rebecca Patterson, Chair Chief Investment Strategist (former) Bridgewater Associates
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2025 National Com Growth, Excellenc The 2025 National Personal Finance Challenge (NPFC) and the National Economics Challenge (NEC) season marked a pivotal year for CEE. Both Challenges saw participation fully rebounding to pre-COVID levels and exceeding growth benchmarks across multiple measures. Both national finals were hosted at Voya Financial’s headquarters in Atlanta, Georgia, on May 29 – June 2, 2025.
Key Highlights Participation: • NPFC: 18,430 students participated nationally in 2025, up 25% from 2024 and exceeding the 2019 pre-COVID benchmark. • NEC: 9,915 students participated, up 31% from 2024 and returning to 2019 participation levels. • NEC China: Added an additional 9,000 students in 2025 compared to 2024. Reach: • More than 37,000 students participated globally across both competitions in 2025. Equity & Access: • 24% of NPFC participants identified as Black and Hispanic, and 48% identified as students of color, reflecting continued progress in expanding access to high-quality personal finance education. Volunteer-powered learning gains: Through the NPFC’s Access Zone Program and volunteer instruction model: • Nearly 800 students received direct instruction from corporate volunteers.
mpetitions Recap: ce, and National Impact
• Nearly 1,400 students completed pre- and post-assessments, the results of which demonstrated average learning gains of more than 11%. • Student engagement increased by 160% in classrooms supported by volunteers.
2025 NEC National Champions David Ricardo Division • 1st place - Mount Hebron High School (MD) • 2nd place - Phillips Exeter Academy (NH) • 3rd place - Lambert High School (GA) • 4th place - Belen Jesuit Preparatory School (FL) Adam Smith Division • 1st place - Mount Hebron High School (MD)
• 2nd place - Phillips Exeter Academy (NH) • 3rd place - Lambert High School (GA) • 4th place - Carmel High School (IN)
2025 NPFC National Champions • 1st place - Scripps Ranch High School (CA) • 2nd place - Mount Hebron High School (MD) • 3rd place - Madeira High School (OH) • 4th place - Hunter College High School (NY)
Celebrating Our Affiliates Congratulations to all affiliate councils for their outstanding participation and commitment to student success. CEE extends special recognition to the affiliates
whose students earned national honors, including the Maryland Council on Economic Education, Ohio Council on Economic Education, Indiana Council for Economic Education, California Council on Economic Education, and Florida Council on Economic Education. We also offer our sincere gratitude to the Georgia Council on Economic Education for its exceptional leadership both in supporting students who achieved a thirdplace finish in the Adam Smith Division and in its invaluable partnership in hosting the highly successful National Finals in Atlanta.
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Invest in Girls Invest in Girls (IIG) wrapped up a busy 2025 with the re-launch of its Mentorship Program and the release of a new IIG Club Guide, expanding the program to schools in more than five new states.
Key Highlights: • Reached 2,000 students across 36 states, including 500 students served through CEE Affiliate programs. • Provided approximately 425 students with career exploration and development experiences, including our IIG summer fellowship program with Brown Advisory, multiday Exploring Finance events held in partnership with our partners at Wellington Management and NOIP, and trips to Citizens Private Bank in Boston, the Federal Reserve Bank of New York, and 6
the Securities and Exchange Commission. • Taught 23 online courses on personal finance, investing, and career skills. • Engaged 60+ students and mentors in our Fall Mentorship Cohort, where participants built strong, supportive relationships and a safe space to ask questions about finance, career skills, and collaboration, all while exploring personal strengths, goals, and definitions of success. • Supported more than 40 teams competing in the National Personal
Finance Challenge, including NY State Personal Finance Challenge’s 4th-place team. • Worked with 10+ affiliates to deliver local programs, including in-person cohorts, which will launch this Spring. Special recognition goes to the Arizona Council on Economic Education, the Maryland Council on Economic Education, North Arizona University’s Economic Policy Institute, the North Carolina Council on Economic Education, and the Oklahoma Council for Economic Education.
In the States Advocacy In both the spring and fall of 2025, CEE’s affiliate, the Arizona Council on Economic Education, hosted two Invest in Girls Exploring Finance programs, welcoming nearly 50 high school students from Title I schools across the state. These programs are designed to give students a strong foundation in financial literacy while opening doors to exciting career opportunities in finance. Through interactive sessions led by industry experts, participants gained valuable insights into the world of finance, learned practical skills to strengthen their résumés, and began developing professional networks that will serve them well in the future. In partnership with Dress for Success, each student received a professional outfit.
See what’s happening in your state in the forthcoming 2026 Survey of the States
SURVEYof the STATES 2026
ECONOMIC AND PERSONAL FIN ANCE EDUCATION IN OUR NATION’S SCHOOLS
#SURVEYOFTH
ESTATES
UPCOMING EVENTS National Economics Challenge Finals May 28-29, 2026 Atlanta, GA
65TH FINANCIAL LITERACY & ECONOMIC EDUCATION CONFERENCE
OCTOBER 9-10, 2026 THE WESTIN CARLSBAD RESORT & SPA
National Personal Finance Challenge Finals June 1, 2026 Atlanta, GA
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Citizens Spotlight
Less than 30% of women feel empowered to take action to improve their personal finances, and only 10% of senior managers in the finance industry are women of color. These disparities highlight the urgent need for programs that both build financial confidence and create access to careers in finance. CEE is proud to count Citizens as a major partner in advancing this work through our Invest in Girls program. By combining foundational personal finance education with career exploration and mentorship, Invest in Girls helps young women build the knowledge, skills, and confidence they need to navigate their financial
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lives and imagine themselves in finance-related fields. “The Invest in Girls program consistently demonstrates how meaningful access to financial education can reshape a young person’s future,” said Susan McDermott deTray, Executive Vice President and Head of Private Bank for Citizens and a CEE Board Member. “Its purpose aligns perfectly with Citizens’ commitment to empowering individuals through financial education and expanding pathways into finance for the next generation. The young women I’ve met through this program are impressive, resilient, and ready to lead — and supporting their journeys is a privilege.”
This year, Citizens expanded its investment in the Invest in Girls program, with colleagues across the bank dedicating their time and expertise to bring the curriculum to life. Their support comes at a critical moment, as more states now require personal finance education for high school graduation. In response, CEE is scaling our programming to meet this growing demand nationwide — and Invest in Girls is a key pillar of that effort. Thank you, Citizens. With your partnership, thousands of young women will gain the tools, confidence, and support they need to build strong financial foundations and pursue bright, empowered futures.
2025 DONOR HONOR ROLL We sincerely appreciate all the people, businesses, and institutions who supported us in 2025. These generous donors make our essential work possible. Financial Education Leaders ($500,000+) Visa
Equity Investors ($250,000 - $499,999) Ares Management++ Fidelity Investments Voya Foundation
Venture Capitalists ($100,000 - $249,999) Anonymous (1) Cetera Financial Group Charles Schwab Foundation Citizens Bank The Huntington National Bank Intuit MetLife Foundation MFS Investment Management Robinhood Synchrony Foundation Wellington Management Foundation
Underwriters ($50,000 - $99,999) Aegon Transamerica Foundation Dow Jones Foundation Lawrence Golub, Karen Finerman, Lucy Golub, Jack Golub, William Golub, and Kate Golub++ Leona M. and Harry B. Helmsley Charitable Trust Morgan Stanley The Vanguard Group
Angel Investors ($25,000 - $49,999) Assured Guaranty Balyasny Asset Management The Calvin K. Kazanjian Economics Foundation William C. Dudley Jim Evans Paul Ewing Roger W. Ferguson Jr. First Eagle Investments Barry G. Haimes The Hobson/Lucas Family Foundation Income Research + Management Johnny Carson Foundation JPMorgan Chase Tonia L. Kaminsky Beth Kobliner Arkadi Kuhlmann
Rebecca Patterson Peter G. Peterson Foundation RGA Foundation Robert E. Rubin Jeremy J. Siegel The Stiles-Nicholson Foundation
Accelerators ($10,000 - $24,999) 1st Financial Bank USA Aegon Asset Management Apollo Opportunity Foundation Sheila Bair++ Alan S. Blinder Broad Street Consulting Brown Advisory Circle Wealth Management Frances Alexander Donor-Advised Fund Dalio Philanthropies John R. Dozier Ford Motor Credit Company Franklin Templeton Carol W. Geremia Heather Lavallee* Steve Lear The Marc Haas Foundation MasterCard Worldwide Susan McDermott-deTray* National Organization for Investment Professionals
NBCUniversal Media LLC National Endowment for Financial Education (NEFE) George W. Noyes Michael Pagano* Shep and Lisa Perkins Putnam Investments Chet Ragavan Maksim Rakhlin Shane Sanders Seitz Family Foundation John J. Siegfried PhD Graham Tanaka Dune D. Thorne Jenny Van Leeuwen Harrington Paula Volent Walton Family Foundation
Investors ($5,000 - $9,999) Bennett Thrasher Foundation Inc. Mary Ann Casati Peter Chaffetz Dance for a Purpose Eastern Bank Charitable Foundation The Eucalyptus Foundation Jim Febeo Randal Fippinger Yie-Hsin Hung Glenn D. Kaufman Peter Kend and Katherine Wehrle
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2025 DONOR HONOR ROLL Johanna Longnecker Loretta J. Mester Mary Miller NerdWallet Redwood Trust Sargent Family Foundation Inc. Manish C. Shah The Allée Foundation The Murphy Foundation
Supporters ($1,000 - $4,999) Anonymous (1) Helen Alley Marcia Bateson Raphael Bostic Walter Burch John Y. Campbell Paul Casey CEE-Japan Joyce Chang Katherine Collins Matthew Conroy Glen Dailey Thomas T. Daniels Helena Darling Susan Eckman* Chris Egan Nicole Felsette Reynolds Leah Fernandez Yildiz Ferri Lawrence Flinn III Sean Flynn Worku Gachou John-Mark Gladstone The Gordon and Llura Gund Foundation Karen Gray Cynthia Hallenbeck H.K. Barker Center for Economic Education Greg Horn Beth Hurvitz Kimberly Hyland Larry Kantor Melinda Kirstein KKR Walter Kress Jr. Jeffrey M. Lacker Alex Lamon Stephen Leit Michael Levi John Phillip Lipsky Felicia Lipson LoNano Financial Advisors, Inc. Patricia Lunka Annamaria Lusardi M&T Bank Michael A. MacDowell Kathleen McQuiggan Nic Mellody Emily Kolinski Morris Nan J. Morrison
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Peter Niculescu Charles O’Hearn Operation HOPE Matthew Parente Quorum Federal Credit Union William Rives Shannon Saccocia David G. Samuels Select Savers Jacqueline Seymour Martin Siroka Gary H. Stern Susan Tanaka Doré Lebeau Toung Cynthia King Vance Harold Varah The Verrill Foundation The Warburg Pincus Foundation Margaret G. Warren Anita Wien Michelle Xu* You Have Our Trust Fund
Friends ($500 - $999) 72andSunny Amazon Smile Serena Ang Brian Barney Richard Berner Daniel Cozzi Joseph Davolio Michelle DellaFortuna Izukanne Emeagwali First Pacific Advisors Benjamin M. Friedman PhD Jenine Garrelick Marissa Gilbert Ben Glock Diane Glossman Patrick A. Grasso Linda H. Hanauer John Harpole Benjamin Hincks Samantha Kappagoda Lauren Ketchum Margaret Kobos Audrey Kornkven* Jason Leshner Fei Li Robert Lipson Terry Lundgren Debbie Lusman Jessica Macdonald Emre Marcelli Michelle Moosally* Nimat Muhammad Thomas Musso Courtney A. Reardon* Jonathan Rocafort Evan Rourke Janet Millar Schapiro Matthew Shapiro
Vivek Sharma Tarnisha L. Smart-Santiago Robert Smith Debraa Sordillo Sumitomo Mitsui Banking Corporation Alicia Sweeney Spencer Tanaka Kelly Tullier Prateek Upreti Carlyle Upson Ryan Veatch David G. Watson* Ronald G. Weiner Snezana Zlatar
Savers (Up to $499) Asher King Abramson Ileanna Abreu Tony and Lucille Adorante The Advisory Group of San Francisco Ameriprise Financial Corporate Giving Program Mountaha Ammouri* David Anderson Jeffrey Anderson* Owen Anderson David Ash* Lois Avery Gaeta Darrell Bales Lisa H. Banker Christina Bargeron Michael Beckerman Robert Bendock Charmaine Bennett-Cadet Laura Bennison James Bergin Nicholas Bermeo Michael Bernstein Roopa Bhargava* Prateek Bhatt Amy Borden Margarita Bradley* Jacalyn Bray Susan Brennan Mark Brill* BTIG, LLC Catherine Cali Chris Caltabiano Cayla Cannady Capital Wealth Planning, LLC Jessica Carter Christina Cerio Kathryn Chandler Suzan Cheek Jennifer Chenail* Lauren Chesney Regina Cheung Minghung Cho Alpesh Chokshi Mei Ni Chu*
Ellen Cleary Brian Clouser Devin Cooch Ruth Cookson Ryan Coon Gabriela Corbu John Cordes Andrea Fernandez Coto* Grace Coulom* Charles R. Cumello Jr. Marva May Cunningham Torres Alberto D’Avenia* Anna Davis Lisa Fels Davitt Crystal DeArruda Joseph Debrecht Daniel Delany Christopher Delucia Emily Doherty* Stacy Donck* Samantha Dow Brooke DuBois Julia Eagan Jared Eaton Victor Echaniz Michael Eckstut Caroline Edwards Sharon Epperson Karin Ericksen Sean Fanning Matthew Ferretti* Joshua Fischer Maria Fisher* Renata Frenkel Dara Freytag Joseph Galante Leslie Garfield Ralph Garramone Robert Garrey Judith Gibriano Elaine S. Gilde Google Ranjani Gopalarathinam Kevin Gotchet Amanda Graham Robert Gray Erica Guketlov Jiayu Guo Denise Gutierrez Robert Guyton Chris Hall Robert Harden Lynn Hartfield Ted Hartsoe Kathryn Hay Deltra Hayes Muyun He Keyauna Henry Diana P. Herrmann Marc Hollis* Victor Hucke Anne Infeld Michael Ioffredo Susanna Jacob*
2025 DONOR HONOR ROLL Jenny Jacobs Valancia Jean Jakia Joseph Lawrence Kahn Alan R. Kahn Lisa Kalinowski* Andrew Kallenberg Luisa Kash* Michael Katz* Elizabeth Kelder Julie Kelley Ilene Kelman Denali Kemppel Daniel Kent Paul Kilrain Nicole Kincman* Juli Kline* Christopher Kober Nola Kopfer Jacquie Kouyoumjian Lauren Krey Olivia LaBarge* Robert and Fei Lam Leslie Lanphear Erika LaRosa Doan Le Sampson Lee Stella Lee* Evan Lee Beth Lee Alexis Levenson Andrew Levy Jennifer Lewis Hongyu Lin Beryl Loeb Keri Lorincz Hua Lu Terrence Lucas Neil Lucey Lara and Matthew Lyberg* Matthew Macedo
Claribel Made Jeffrey Maier William Marble Tiana Martel Jane Martuscello Tinashe Masaya Alyn May Braeden Mayrisch* Sheila McCullough* Katherine McElroy Kelly McGuirl Patricia McHale Ariana Metcalfe Rob Mignemi Sean Miro* Sandra Montero Allison Moore Jeffrey Morgan* Shauntay Morgan Beth Motschwiller Caroline Moulton Andrea Mozo Evan Moyes Matthew Narsinghani* Matthew Naumec Isabelle Nichols Pamela Nielsen Tony Oh* Rebecca Oliver Erin Orekhov* Ariana Oshiro* Cassie Parys Nisha Patel Dahiana Duarte Pena* Heather Pentino Perfect Impact Foundation Andrea Perry Michael Peters Steven Piekara Piper Sandler Companies Howard Pobliner
James Poterba Robert Presser Mollie Puskar Siddhant Pyasi Wenyi Qiu Emer Quinlan Lisa Redding Ruben Rivera Patricia Robbins Justin Robichaud Marie Rothbaler Julia Rozenfeld Michael Salisbury Bryanne Salzman Kerrie Sander Ann Sardini Jennifer Savage Isandra Schulz Bridget Schumm Lisa Scrivens Jimmy Seo Kerry Sette Paige Severson Kim M. Sharan Barbara Silverman Ryan Sitarz Jessica Skarzynski Brian Sloboda Harold W Smith Paula Smith* Janene Smith Garrett Sokoloff April Somboun Ethan Sonne Claire Sorensen* Jennifer Soule Gregory Springfield* Andrew Stack State Street Bank and Trust Company Nicole Steiner
Rebekah Stotts Margaret Stuart Jeanne-Mey Sun Meagen Sweeney Melissa Sydney Richard Sylla Jennifer Taglia Larry Tang Rambabu Tanneeru Gina Tennison* Sebastian Teper Manoj Thadhani Jaya Thadhani William Theriault* Kyle Thompson Brendon Timke Laura Tingley Colleen Torres Sean Tubridy Clarissa Urena Scott van der Marck Wayne J. Vaughan Alyson Veneto Devinder Verman Ana Maria Vicenti Michele Vitale Alison Wagner Jane Wagner Jaron Waldman Elizabeth Westvold Kathryn Wheelwright Stephen Winner Sally Wood Emma Wright Yaying Xu Kishore Yarlagadda Richard Yuen Marie Yunis Jacky Zhang Michaela Zouharis*
Affiliate Supporters Alabama Council on Economic Education California Council on Economic Education Economics Arkansas Kansas Council on Economic Education Maryland Council on Economic Education Michigan Council on Economic Education
Minnesota Council on Economic Education Mississippi Council on Economic Education North Carolina Council on Economic Education SC Council on Economic Education South Dakota Council on Economic Education
With much appreciation to our in-kind donors: Felicia and Robert Lipson
++ Special thanks to our donors who made multi-year commitments. *
Special thanks to our donors who leveraged a matching gift from their company.
We make every effort to ensure that the information listed is accurate. If you have any questions, please contact Tarnisha Smart, VP of Development and Events, at 212-827-3620 or tsmart@councilforeconed.org.
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BOARD OF DIRECTORS Shane Sanders
Worku Gachou
OFFICERS
Senior Vice President, Finance (retired) Verizon
Head of North America, Inclusive Impact & Sustainability Visa, Inc.
Rebecca Patterson, Chair
Chief Investment Strategist (former) Bridgewater Associates
Graham Tanaka
President, Chief Investment Officer and Chief Economist Tanaka Capital Management and the TANAKA Growth Fund
Barry Haimes, Chair Emeritus
Jenny Van Leeuwen Harrington, Secretary
Chief Executive Officer, Portfolio Manager Gilman Hill Asset Management, LLC
Jeffrey M. Lacker, PhD, Treasurer President (former) Federal Reserve Bank of Richmond
Steve Bumbaugh, Ex-Officio Director Chief Executive Officer CEE
Managing Partner Sage Asset Management
Jenny Jacobs
Senior Vice President Transformation Journey Director The Huntington National Bank
DIRECTORS EMERITI John T. Dillon, Chairman Emeritus
Tonia L. Kaminsky
Chairman & CEO (retired) International Paper Company
Principal & Senior Financial Advisor Shufro, Rose & Co., LLC
Benjamin M. Friedman, PhD, Emeritus
Heather Lavallee
DIRECTORS
Chief Executive Officer Voya Financial
William Joseph Maier Professor of Political Economy, Department of Economics Harvard University
Brad Maguth, Ph.D
Harold (Terry) McGraw III,
Former President and Chief Executive Officer (retired) Federal Reserve Bank of Atlanta
Professor, Social Studies Education Director H.K. Barker Center for Economic Education Lebron James Family Foundation School of Education The University of Akron
John Y. Campbell, PhD
Susan McDermott-deTray
Raphael Bostic, PhD
Morton L. and Carole S. Olshan Professor of Economics Harvard University
William C. Dudley, PhD Senior Research Scholar Princeton University
James H. Evans, CFA
Emily Kolinski Morris, Ph.D Chief Economist Ford Motor Company
Chief Investment Officer and Head of Fixed Income Parametric Portfolio Associates (part of Morgan Stanley Investment Management) (retired)
James Febeo
William E. Odom, Chairman Emeritus
Adjunct Professor of Finance The Wharton School, University of Pennsylvania; former President of the Federal Reserve Bank of Cleveland
Managing Partner Botanica Capital Partners LLC
R. Madison Murphy, Chairman Emeritus Chairman (retired) Murphy Oil Corporation
Executive Vice President Head of Private Bank Citizens Bank
Loretta J. Mester, Ph.D
Jeannine G. Caruso
Chairman Emeritus
Chairman, President and CEO McGraw-Hill Financial, Inc.
Chairman (retired) Ford Motor Credit Company
Gary Stern, Chairman Emeritus
Former President (retired) Federal Reserve Bank of Minneapolis
Dune Thorne, Chairman Emeritus
Founder and Chair Emeritus, Invest in Girls; Partner, Brown Advisory
Michael J. Pagano
Partner & Head of Insurance Client Management Apollo Global Management
Senior Vice President and Head of Government Relations Fidelity Investments
Contact Us
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Council for Economic Education 122 East 42nd Street Suite 1012 New York, NY 10168 www.councilforeconed.org
For more information on CEE events and activities, please contact: Tarnisha Smart 212.827.3620 tsmart@councilforeconed.org
ASSOCIATE BOARD MEMBERS ASSOCIATE BOARD MEMBERS Helen Alley
Senior Vice President, Client Advisor Bessemer Trust
Serena Ang
Investment Analyst Oaktree Capital Management
Luisa Arias Baker
Director of Wealth Planning, Vice President Morgan Stanley
Marcia Bateson
Chief Executive Officer Malama Aina LLC
Val Chapman
Founder and CEO Financial Literacy For Kids
Emma Clarke
Corporate Vice President, Senior Experience Strategist New York Life
Brooke Coughlan
Banker, Asset and Wealth Management J.P. Morgan
Chandler Covington
Senior Consultant Deloitte Consulting, LLP
Sean Crossley
Product Manager Vanguard
Helena Darling
Senior Vice President, Client Advisor Bessemer Trust
Dylan Dotter
Vice President EIV Capital, LLC
Dahiana Duarte Pena
Vice President, Product Development Manager Eastern Bank
Susan Eckman
Managing Director, Equity Research Analyst Wellington Management
Leah Fernandez
Manager, Digital Accessibility and Tech for Good L’Oreal
Dan Frazier
Chief Growth Officer Schneider Downs
John-Mark Gladstone Jr.
Bankruptcy & Corporate Restructuring Lawyer Morris, Nichols, Arsht & Tunnell LLP
Ben Glock
Senior Director, Global Alternative Data TransUnion
William Golub Junior Partner Wyld VC
Christopher W. Hall
Investment Banking Associate Citi
James Henderson
Investment Advisor Representative Rockbridge Financial Advisors
Emily Jachimiak
Vice President - Equity Capital Markets Citi
Audrey Kornkven
Private Equity Associate KKR
Jason A. Leshner
Michael A. Peterson Senior Manager CohnReznick LLP
Courtney Reardon
Senior Vice President First Pacific Advisors
Matthew Shapiro
Managing Member Northeast Private Wealth Management
Vivek Sharma
Chief Financial Officer ClosingTheDivide
Shallyn Simma
Board Member Kenwood Neighborhood Organization
Elif Göksu Şimşek
Private Capital Advisory PJT Partners
Spencer Tanaka
Vice President | Infrastructure The Carlyle Group
Larry Tang
Director GLC Advisors & Co., LLC
Implementation and Solutions Engineering Lead - Americas Gelato
Fangfei Li
Dore Lebeau Toung
Vice President | Investor - Direct Private Opportunities BlackRock
Hongyu Lin
Research Associate MFS Investment Management
Debbie Lusman
Senior Vice President, Head of Stewardship Global Value First Eagle Investment
Nimat Muhammad
Special Events Officer The Moth
Thomas Musso, CFA
Director - Residential Finance Citi
Molly O’Connor
Equity Analyst Putnam Investments
Physician Concorde Medical Group
Prateek Upreti Vice President Goldman Sachs
David G. Watson Director Morgan Stanley
Dwight S. Williams
Math Coach & Facilitator Bank Street College of Education
Michelle Xu
Private Equity Associate Warburg Pincus
Cathy Zhang, CFA
Vice President, FX Sales Citi
Larisa Osmanaj
Director of Implementation - Sage Intacct Bennett Thrasher
Rhiannon Parker
Private Equity Associate Crestview Partners
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2026 DIAMOND GALA Celebrating over 75 years of providing K-12 students with financial and economic education to succeed in life
WEDNESDAY, MAY 6, 2026 THE PIERRE HOTEL
2 East 61st Street at Fifth Avenue. New York, NY Cocktail Reception 6:15 pm | Dinner and Program 7:00 pm
CHAMPION OF FINANCIAL EDUCATION AWARD
DAVID COLEMAN Chief Executive Officer College Board
DISTINGUISHED ECONOMIST AWARD
DISTINGUISHED LEADERSHIP AWARD IN FINANCIAL EDUCATION
JAN HATZIUS
BARRY G. HAIMES
Chief Economist and Head of Global Investment Research Goldman Sachs
CEE Chair Emeritus Managing Partner Sage Asset Management
–– F E AT U R I N G ––
SHARON EPPERSON
Senior Personal Finance Correspondent & Money 101 Newsletter Editor CNBC
REBECCA PATTERSON CEE Board Chair Former Chief Investment Strategist Bridgewater Associates
Sponsor or Buy Tickets
Interested in becoming a sponsor or advertiser? Contact Tarnisha Smart, tsmart@councilforeconed.org 14