Past Speaking
Past Speaking Engagements & Topics
Organizations where Coleen gave Presentations, Workshops, Seminars & Keynotes on topics including: Defined Contribution Governance, Behavioral Finance, Heart of Money and Lessons on Wall Street.
- Harvard Institute for International Research
- Urban Financial Association Coalition
- United Missouri Bank
- Dayton Foundation and Officers Group
- American Century Investments Keynote
- Financial Planning Association
- We Got Issues, NYC
- San Francisco Treasurers Group
- Kansas City Presidents Organization
- Texas Self-Storage Association
- Public Workshops (Heart of Money and Lessons on Wall Street)
- DeMarche Client and Investment Manager Conferences (numerous)
Note: A series of proprietary articles written by Coleen were published by an Institutional Retirement Plan Record-Keeper and distributed to millions of Defined Contribution Participants via the client’s quarterly newsletter and online portal. Articles addressed why and when participants may be disempowered by money (such as self-doubt and the idea that emotion matters). Proprietary articles were also written regarding money and changing life stages.
Current presentations on Healing and Wholeness through Money, are for financial and non-financial individuals and groups offered through BELULAR® seminars, conferences, coaching & consulting.
