Dr. Thamara Barthelus, Cfei, Afc® Email & Phone Number

Tulsa, Ok, Us

Tulsa, Oklahoma, United States

Research, design, develop, and implement financial literacy program based on best practices for instructor-led training, group presentations, Q&As, information sessions, and one-on-one consultations to minimize financial issues impacting retention and improving student financial solvency and stability.Collect, analyze, and report on program effectiveness as measured by improvements in student outcomes.Actively participate in the assessment and continuous improvement of the program by monitoring trends, and developments in financial literacy to identify best practices that will enhance the university’s program and minimize financial issues impacting retention.Collaborate with internal stakeholders to ensure entering students (and their families) understand the short and long-term costs of obtaining an undergraduate degree prior to student matriculation.Teach financial education materials to individuals and groups. Create a personal budget and adequately convey the importance of budgeting to students

Created an 8-month leadership training and capacity building program to address diversity challenges. Develop and connect individuals from different segments of the community to identify emerging leaders and build a more unified city. KEY COMPETENCIES: COMMUNITY RELATIONS, EVALUATION, TRAINING, LEADERSHIP, PROJECT MANAGEMENT, BUDGET MANAGEMENTProvided steadfast organizational leadership to enable development of community leaders● Built relationships with community organizations to determine need● Selected participants with talent, time, and ability to engage in program● Delivered tailored training and evaluated projectsKEY COMPETENCIES: COMMUNITY RELATIONS, PROGRAM ADMINISTRATION & DEVELOPMENT, COMMUNICATION, FACILITATION, ADULT LEARNING, NON-PROFITFacilitated graduation of 125 community leaders ● Developed program curriculum with respect to audience, location, and other factors● Marketed and launched leadership program in underserved community● Conducted and graduated several 8-month classes, producing community leaders from all walks of lifeKEY COMPETENCIES: INCLUSIVITY, ETHICS, ECONOMIC DEVELOPMENT, CROSS-FUNCTIONAL TEAMS, COACHING & MENTORINGSupported graduates to create projects/businesses/programs to serve community● Collaborated with community organizations to determine projects that would yield economic development● Divided participants into cross-functional work groups to complete class projects● Invited leaders from community to serve on panel and provide feedback

Teach graduate courses on various topics including strategic management, organizational behavior, leadership, and international business. Mentor and advise students and apply creative learning strategies to promote student success. KEY COMPETENCIES: COACHING & MENTORING, EVALUATION, SURVEYS, ORGANIZATION, CURRICULUM DEVELOPMENTReached approval rating whereby 85% of students would recommend classes to peers● Produced stimulating learning environment through creation and delivery of innovative curriculum● Provided holistic coaching and mentoring services for students via project feedback and appointments● Evaluated student progress and competency fairly and accuratelyKEY COMPETENCIES: GOAL-SETTING, E-LEARNING, ADULT LEARNING, LEADERSHIPAchieved rating whereby 88% of students indicated that coaching support enabled greater academic success● Inspired and supported students in pursuit of a Leadership Development Plan● Coached students to identify career goals via short- and long-term goal-setting exercises● Identified skill gaps that could stall goal achievement

Tulsa, Oklahoma

Manage train-the-trainer program for financial educators. Streamline financial education program to ensure accessibility for participants at various levels. Develop community partnerships to assist bank in penetrating new markets. KEY COMPETENCIES: TRAINING, COACHING & MENTORING, HIGH IMPACT PRESENTATION, FINANCIAL LITERACYOverhauled financial education program and increased volunteer financial educators by 3%● Implemented Community Reinvestment Act (CRA) requirements for teaching in underserved communities● Created accessible, innovative training materials for participants● Delivered train-the-trainer classes to bankers volunteering to teach financial literacy workshopsKEY COMPETENCIES: COMMUNITY DEVELOPMENT/RELATIONS, BANKING, CURRICULUM DEVELOPMENT, STAKEHOLDER RELATIONSIncreased number of partnering organizations serving underserved communities by 28% ● Introduced financial education program to community organizations and secured partnerships● Restructured program curriculum to ensure community partner’s objectives were met ● Extended resources and event support for community partners to cement relationshipsKEY COMPETENCIES: PUBLIC SPEAKING, STRATEGIC THINKING, FINANCIAL LITERACY, PROGRAM ADMINISTRATION & DEVELOPMENTFacilitated bank becoming “preferred bank” for reputable home building company● Designed financial education program for builder’s clientele to increase customer base● Developed curriculum and presentation delivery specifically for home owners ● Presented curriculum at community meetings

Tulsa, Oklahoma

Tulsa, Oklahoma

Dm, Doctor Of Management

Nonprofit Leadership Certification

Masters Of Human Relations (Mhr), Organizational Leadership

Bachelors Of Social Work (Bsw)