Gilbert D. Rogers Ed.D, Afc® Email & Phone Number

Chapel Hill, NC, US

Chapel Hill, North Carolina, United States

I work with Higher Ed institutions, high schools, non-profit organizations, and businesses to create sustainable, tailored financial literacy education programming. If you are looking to create a program, but you have no idea where to start, reach out and we will formulate a plan to best meet the needs of those you serve.I also provide training to those.

FIN 281 - Personal Finance

Eugene, Oregon, United States

Inaugural Director of the University of Oregon (UO) Financial Wellness Center Manage all aspects of center operations including budget, strategic planning, training, hiring, employee evaluations, campus relationships and partnerships Lead a team >20 student/staff employees Created a research-based innovative peer financial coaching training program.

Tulsa, Oklahoma Area

Inaugural Director - Financial Wellness Researched, designed, and implemented a comprehensive financial education program serving >5k students Collected, analyzed, and reported on program effectiveness measured by improvements to student outcomes  Managed and oversaw team budget and built programming based on needs Worked alongside financial aid.

Louisville, Kentucky Area

 Budget liaison for IT Finance and Cyber Security program  Managed and updated security budget tracker for all projects totaling >90 million Partnered with IT Finance to develop budget reporting structure for multiple departments Created new projects and cost plans in Clarity software program

Louisville, Kentucky Area

 Earned Sr. Consultant leadership award for TX, NC & KY markets Oversaw daily operations and managed a team of Financial Crimes Consultants and Financial Data Remediation Analysts (attorneys, quality control analysts & remediation analysts) Trained team members on Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) policies and investigative.

Fort Knox, KY

 Led >70 Financial Counselors on the Army’s Personal Financial Management team Developed assessments and reviewed financial counselor performance to identify execution gaps and coaching opportunities  Implemented new training procedures and processes to decrease delivery time (1 hour) and increase employee learning, by enhancing engagement Reviewed.

Louisville, Kentucky Area

 Led in office branch operations as assistant manager Used a consultative sales process and financial needs assessment to build customer profiles and identified short and long-term financial needs, with an emphasis on deepening and retaining customer relationships  Increased credit card and overall lending revenue by enhancing customer relationships.

Kentucky

 Led tellers and part time staff members Matched clients with money management tools as a trusted advisor Assisted customers in managing accounts and finances Processed all new account-related transactions Provided financial education to community organizations through volunteer workshops

Hattiesburg, Mississippi Area

 Reconciled monthly procurement card statements and made cost-saving recommendations  Reviewed inter-department financial statements, and developed monthly budget report  Prepared monthly departmental budget review and funding forecast reports Researched, designed and implemented a new cell-phone stipend policy for entire athletic department (projected.

Louisville, Kentucky Area

- Managed weekly, monthly, quarterly and yearly reports- Utilized sales techniques to build, establish & maintain relationships with customers- Corporate account management- Development of marketing plans to increase visibility*Regionally ranked in the top 3 for the sales referral program*

Bowling Green, Kentucky

- Budget forecasting and development- Vendor relationship management and seeking out ways to decrease expenses- Monthly review and preparation of income statements for conference calls

Bowling Green, KY

- Security Analysis and Selection- Portfolio management & construction- Conduct In depth presentations of potential investments*Placed 3rd out of 27 teams nationwide*

Bowling Green, KY

Conducted informational tours of the Bowling Green Assembly plant Provided technical assistance and training over Microsoft Office programsResearched and gathered information regarding programs and grants for employee developmentWorked collaboratively to establish new direction and plans to enhance the corvette plant tour program experience

Doctor Of Education (Edd), Educational Leadership And Administration, General

Dissertation Focus - Financial Literacy

Master Of Science (M.S.), Human Performance & Recreation

Activities and Societies: Sport Marketing Association (SMA)

Bachelor Of Science (B.S.), Finance - Financial Planning

Activities and Societies: Kappa Alpha Psi, Financial Management Association, Dynamic Leadership Institute