Elevate Influencer 2019

May 24 & 25, 2019, New York, NY

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About The Event

“Money is not the only answer, but it makes a difference.”  – President Barack H. Obama

Elevate Influencer 2019 is the innaugral conference event for personal finance influencers of color.

Join financial professionals, authors, teachers, speakers and educators who are dedicated to improving the financial lives of people of color as we discuss the unique financial challenges and opportunities facing communities of color.

Influencers are encouraged to attend to network with like-minded individuals who can help to grow your presence.

Where

We Work
500 7th Avenue
New York, NY 10018

When

Friday and Saturday

May 24th and 25, 2019

LEARN MORE
Elevate Your Mind.

Elevate Your Mind.

Improving financial literacy.

The Elevate Community is committed to raising the bar for financial education and information directed to people of color.

Elevate Your Money.

Elevate Your Money.

Better financial outcome.

With improved access to education, products and services we can change the financial outlook for people of color.

Our Speakers

Speakers have a wide range of experience across the financial services industry.

CEO, The Money Coach

Lynnette Khalfani-Cox

CEO, The Money Coach

CEO, The Money Coach

Lynnette Khalfani-Cox

CEO, The Money Coach

Lynnette Khalfani-Cox,The Money Coach®, is a personal finance expert, television and radio personality, and the author of numerous books, including the New York Times bestseller Zero Debt: The Ultimate Guide to Financial Freedom. Lynnette once had $100,000 in credit card debt, before paying it all off in three years and turning her financial life around.

Since then, she has appeared on such national TV programs as The Oprah Winfrey Show, Steve Harvey, The Today Show, Dr. Phil, The Tyra Banks Show and Good Morning America sharing her success story and teaching millions about proper money management.

Lynnette, an award-winning financial news journalist and former Wall Street Journal reporter for CNBC, has also been featured in top newspapers including the Washington Post, USA Today, and the New York Times, as well as magazines ranging from Essence and Redbook to Black Enterprise and Smart Money.

Head of Market Education, Nav

Gerri Detweiler

Head of Market Education, Nav

Head of Market Education, Nav

Gerri Detweiler

Head of Market Education, Nav

Helping consumers find reliable answers to their credit questions has been the theme of Gerri Detweiler’s work for the past 20+ years. Currently Head of Market Education for Nav, she helps individuals and business owners navigate the confusing world of consumer and small business credit.

As an expert on credit issues, she has been interviewed for more than 3,000 news interviews including The Today Show, Dateline NBC, The New York Times, USA Today and Reader’s Digest. She has also testified before Congress.

As a speaker, she has addressed both consumer and industry audiences nationwide. She was a featured speaker in an 18-city speaking tour sponsored by a major financial institution, and a multi-city speaking tour at Air Force bases.

As an educator, she is the author or co-author of six books.

Director of Consumer Information, NYC Office of Financial Empowerment

Kevin L. Matthews III

Director of Consumer Information, NYC Office of Financial Empowerment

Director of Consumer Information, NYC Office of Financial Empowerment

Kevin L. Matthews III

Director of Consumer Information, NYC Office of Financial Empowerment

Kevin L. Matthews II is a number one bestselling author and former financial advisor. He has helped hundreds of individuals plan for their retirement in addition to managing more than $140 million in assets during his advisory career. By 2017, he was named one of the Top 100 Most Influential Financial Advisors by Investopedia.

Kevin launched BuildingBread in 2010, to inspire millennials to set, simplify and achieve any financial goal. Kevin regularly speaks to young adults across the country and has been featured in several media publications and productions including The Wall Street Journal, The New York Times, Forbes, NerdWallet, and many others.

Currently, Kevin is the Director of Consumer Information for New York City’s Office of Financial Empowerment where he oversees strategic initiatives.

Kevin holds a bachelor’s degree in Economics from Hampton University, a certificate of financial planning from Northwestern University and a certificate in disruptive strategy from Harvard Business School.

CEO, Phroogal

Jason Vitug

CEO, Phroogal

CEO, Phroogal

Jason Vitug

CEO, Phroogal

In 2012, Jason left his senior executive job to find his purpose. That turned into a 20 country backpacking trip around the world. After returning, he successful raised $78,501 through crowd funding for his passion project.

Jason is the creator of award winning project The Road to Financial Wellness. In 2015, Jason and his team drove 10,218 miles and participated in 37 financial wellness events attended by over 8,000 people in a span of 30 days. He is the promoter of The Smile Lifestyle, a philosophy of living that emphasizes experiential and purposeful living.

Adjunct Professor Business & Economics, CUNY

Dr. Kafui Kouakou

Adjunct Professor Business & Economics, CUNY

Adjunct Professor Business & Economics, CUNY

Dr. Kafui Kouakou

Adjunct Professor Business & Economics, CUNY

Kafui Kouakou, B.B.A, B.S., M.S., EdD, is the Assistant Director for the office of Continuing Education and Workforce Programs in the Office of Academic Affairs at the City University of New York (CUNY). He currently directs the CUNY Cultural Corps program while also managing the Program for Dreamers at the CUNY and THEDREAM.US scholarship relationship with the national foundation. He also liaises some of the CUNY Service Corps program activities in addition to serving on the Adult Learner initiative steering committee and Experiential Learning committee at the university.

Dr. Kouakou also currently serves as an adjunct faculty in the Business and Economics department at York College where he has also served in various other capacities

CEO, The Latinista

Yai Vargas

CEO, The Latinista

CEO, The Latinista

Yai Vargas

CEO, The Latinista

As a leading multicultural marketing expert with a niche in building marketing strategies and community engagement programs, Yai spearheads opportunities for Fortune 100 corporations seeking to develop connections with focused communities.

She is passionate about sharing her industry knowledge, as a public speaker, on various topics such as executive presence, personal branding, LinkedIn and Latina leaders in the workplace. Yai’s extensive corporate and agency experience in diversity, public relations and multicultural communications have allowed her to add tremendous value to the automotive, sports, non-profit, health and financial services sectors.

Director of Diversity and Inclusion, The American College

Sandra Carr

Director of Diversity and Inclusion, The American College

Director of Diversity and Inclusion, The American College

Sandra Carr

Director of Diversity and Inclusion, The American College

Reporting to the VP, Administration, and CHRO, as the Director of Diversity and Inclusion at the American College, Sandra is responsible for the development, implementation and administration of programs that promote diversity and inclusion for American College faculty, professional staff, students and client companies.

She is responsible for developing initiatives that create and foster an open and inclusive environment. As the Director she has involvement in the full range of diversity and inclusion offerings sponsored by The College (e.g., Centers of Excellence, vendor, and supplier diversity); and also serves as a primary contact for faculty and staff regarding diversity and inclusion programs.

Founder, The Ivy Investor LLC.

Courtney Richardson

Founder, The Ivy Investor LLC.

Founder, The Ivy Investor LLC.

Courtney Richardson

Founder, The Ivy Investor LLC.

In 2014, Courtney Richardson founded The Ivy Investor, the resource for women seeking to navigate the maze of the investment world in ways that make sense. Courtney is a current attorney and former stockbroker and investment advisor with fifteen years of experience in the financial services industry. Courtney has an engaging and unique style that breaks down the stock market, retirement, and college savings in a way that encourages everyone to run out and take action. She lends her legal and financial expertise to The Huffington Post, AOL, My Fab Finance, Forbes, and other online publications. Courtney was named as one of the 7 Black Millennial Financial Experts To Follow On Instagram in 2019 by Black Enterprise.

Courtney holds a BA degree in Philosophy from the University of Pittsburgh. She also holds a JD from West Virginia University College of Law and a LL.M. in Taxation and Certificate in Estate Planning from Temple University Beasley School of Law.

Founder, The Money Speakeasy

Wilson Muscadin

Founder, The Money Speakeasy

Founder, The Money Speakeasy

Wilson Muscadin

Founder, The Money Speakeasy

Wilson Muscadin is a financial coach, Certified Financial Education Instructor and Founder of The Money Speakeasy. Wilson has worked in the financial services industry for the last 15 years and is passionate about financial education and coaching. He believes that when people have a sound financial foundation, they are much more likely and able to pursue their passions wholeheartedly.

President & Chief Executive of Earl Cox & Associates Worldwide and Writersandpoets.com, LLC,

Earl Cox

President & Chief Executive of Earl Cox & Associates Worldwide and Writersandpoets.com, LLC,

President & Chief Executive of Earl Cox & Associates Worldwide and Writersandpoets.com, LLC,

Earl Cox

President & Chief Executive of Earl Cox & Associates Worldwide and Writersandpoets.com, LLC,

Mr. Cox acts as a literary manager and publishing consultant for authors seeking agent representation or guidance in promoting, marketing, and distributing their books. Mr. Cox also offers book coaching services and assistance in developing strong non-fiction book proposals that attract deals from major publishers.

For nine years, Mr. Cox worked at John Wiley & Sons, Inc., including serving as a National Accounts Manager. During his tenure at Wiley, Mr. Cox was responsible for mass retail, and national wholesale accounts. In this capacity, he had direct responsibility for selling a number of hugely successful business books including the national bestsellers Against the Gods and Why Should White Guys Have All the Fun? In addition, he managed the nationwide sales and promotion of Wiley’s African American and multicultural books.

In 2004, Mr. Cox launched Booksthatclick.com, an urban, grassroots marketing web site and catalog designed to reach the African American reader.

A faculty member of the New York University School of Continuing and Professional Studies’ Center for Publishing, Mr. Cox speaks frequently at industry seminars and publishing events. He has been quoted in a variety of trade publications, including Publishers Weekly, Black Issues Book Review and Folio Magazine.

CEO & Founder, Goal Setter

Tanya Van Court

CEO & Founder, Goal Setter

CEO & Founder, Goal Setter

Tanya Van Court

CEO & Founder, Goal Setter

Tanya Van Court is the CEO and Founder of Goalsetter – the best platform for helping kids and families save for things that are important, and simultaneously develop healthy financial habits that will last a lifetime.

Tanya has 2 degrees in Industrial Engineering from Stanford University, and spent 15 years launching new products for companies like ESPN and Discovery Education. As the daughter of two elementary school teachers, Tanya’s passion is helping kids to learn, and ensuring that all kids have an opportunity to be successful in school and in life.

Prior to founding Goalsetter, Tanya led Nickelodeon’s Digital Preschool and Parenting Division, where she was responsible for NickJr.com, and routinely hung out with Dora and Spongebob. Goalsetter was named the winner of the People’s Choice Award at FinCon, one of the largest Financial Technology conferences in the country, and has been recognized in countless publications, blogs, and parenting circles as an awesome (and fun) way to teach kids the power of saving.

Founder, Financially Fierce LLC

Sonya Smith-Valentine

Founder, Financially Fierce LLC

Founder, Financially Fierce LLC

Sonya Smith-Valentine

Founder, Financially Fierce LLC

Sonya is the Founder and President of Financially Fierce. She helps employees increase productivity through financial confidence training. She connects the dots between decreasing financial stress and improving workplace performance. Her work helps employees improve their finances while providing companies and law firms with a more productive and diverse workforce.. Sonya often works with companies and law firms through their women’s initiatives, diversity & inclusion programs and/or employee resource groups.

Prior to starting Financially Fierce, Sonya was the managing attorney of the highly successful Valentine Legal Group. She helped clients resolve issues with credit reports, student loans, credit cards, mortgages, debt collection and identity theft. During her 10+ years at the helm of her own firm, Sonya acquired a significant amount of data on financial behaviors. That data was the catalyst for starting Financially Fierce.

Sonya previously worked as an accountant and tax professional for strong financial companies like American Express, Price Waterhouse Coopers and Deloitte & Touché. She received her law degree from Brooklyn Law School and earned her accounting degree from Villanova University.

The Budgetnista

Tiffany Aliche

The Budgetnista

The Budgetnista

Tiffany Aliche

The Budgetnista

Tiffany “The Budgetnista” Aliche is quickly becoming America’s favorite, personal financial educator. The Budgetnista is also an Amazon #1 bestselling author (The One Week Budget and Live Richer Challenge), sought-after speaker and teacher of financial empowerment.

We Work

500 th Avenue
New York, NY 10018

May 24-25 2019

Friday, 01:00 PM – 5:00 PM
Saturday, 09:30 AM – 5:00 PM

Build Your Network

Grow your personal network by meeting influencers within the personal finance genre.

Learn Something New

Increase your own knowledge to grow your business.

Event Schedule

Confirmed sessions at Elevate Influencer.

Registration & Check In

Registration & Welcome Networking Mixer

Get to know your fellow Elevate attendees in this welcoming mixer. Refreshments will be served.

Welcome & Introduction to Presenting Sponsor

The Road to Financial Wellness

Become A CFP: The African American Scholarship Program

Building Your Media Presence

Book Publishing Basics

# Session Speakers Time Vanue
1 Registration & Check In 12:30pm
2 Registration & Welcome Networking Mixer 1:00pm
3 Welcome & Introduction to Presenting Sponsor Kevin L. Matthews III 2:00pm
4 The Road to Financial Wellness Jason Vitug 2:30pm
5 Become A CFP: The African American Scholarship Program Sandra Carr 3:00pm
6 Building Your Media Presence Lynette Khalfani-Cox 4:00pm
7 Book Publishing Basics Earl Cox 5:00pm

Continental Breakfast

Leveling the Financial Playing Field Panel

Moderator:
Dr. Kafui Kouakou

Panelists:
Ash "Cash" Exantus
Courtney Richardson
Kevin L. Matthews, III
Sonya Smith-Valentine

Best Practices for Reaching the Latin Market

Establishing Small Business Credit Presented by Nav.com

Led by small business expert Gerri Detweiler, this session will show you everything that you need to build credit for your business AND Gerri will share how you can help your audience learn about small business credit while earning affiliate income.

Lunch Provided

Profiting with Affiliate Marketing

Closing Keynote

Closing Networking Session

# Session Speakers Time Vanue
1 Continental Breakfast 9:30am
2 Leveling the Financial Playing Field Panel Dr. Kafui Kouakou 10:00am
3 Best Practices for Reaching the Latin Market Yai Vargas 11:00am
4 Establishing Small Business Credit Presented by Nav.com Gerri Detweiler 12:00pm
5 Lunch Provided 1:00pm
6 Profiting with Affiliate Marketing Brooke Ray 2:00pm
7 Closing Keynote Tiffany "The Budgetnista" Aliche 3:00pm
8 Closing Networking Session 4:00pm

Standard

$275

– Networking mixer
– Access to all sessions
– Access to video replays
– Meals included
– Virtual swag bag

Buy Ticket

Silver Sponsor

Additional Sponsors

Hotel Partner

The Westin New York Grand Central

212 East 42nd Street,
New York, New York 10017
 +1 212-490-8900

Please reference Elevate Influencer for favorable rates.