Lori Lothringer. Career Objective

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Lori Lothringer

P.O. Box 391221 402.537.3830 (office)

Omaha, NE 68139 [email protected]

__________________________________________________________________________

Career Objective

To create a collegiate financial planning and education institute, partnered with both

not-for-profit and profit seeking organizations, for the purposes of: educating

future financial planners and financial services professionals; promoting financial

literacy through the development of formal literacy standards; and, fostering financial

inclusion through outreach programs targeting economically disadvantaged

communities.

Professional Experience

Metropolitan Community College (MCC)

MCC Financial Planning Program Director (2003-Present)

Responsibilities include:

Participate in recruiting, hiring and retaining qualified faculty Conduct in-class faculty evaluations

Facilitate program certification reviews

Develop new curriculum and revise existing curriculum Coordinate program marketing efforts

Schedule all Finance/Financial Planning and Finance courses on all campuses Manage MCC FPP website

Represent MCC FPP and College interest on numerous Advisory Boards, etc.

MCC Business Faculty (1991-Present)

Teaching

Curriculum Development

MCC Finance Subject Coordinator (1999-Present)

Establishing curriculum standards specific to MCC Finance course offerings. Ensuring curriculum standards reflect current policies and trends.

MCC Students in Free Enterprise Director: Samuel Moore Walton Free Enterprise

Fellow (1993-1996)

Leading MCC Students In Free Enterprise Team Directing various community service activities

University of Nebraska-Omaha, Full-time Business Faculty (1988-1990)

University of Nebraska-Omaha, Lecturer GMAT Seminar (1989-1995)

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Academic Degrees & Educational Background:

Doctor of Philosophy (Ph.D.): Consumer Science

2008

Iowa State University of Science and Technology

Master of Science Degree (M.S.): Personal Financial Planning

2005

College for Financial Planning

Major: Financial Planning

Master of Business Administration (M.B.A.)

1988

University of Missouri-KC

Major: Investments

Bachelor of Science in Business Administration (B.S.B.A.)

1986

University of Nebraska at Omaha

Double Major: Finance & Banking; Minor: Economics

Professional Designations

Accredited Financial Counselor (AFC)

Board/Committee Service:

Director of Education Financial Planning Association of Nebraska (2009, 2006) Board Member Financial Planning Association of Nebraska (2006)

Member of Federal Reserve Bank of Kansas City Financial Education Collation (2006) Business Advisory Board member Omaha Public Schools Academy of Finance (2003-2006) Planning Committee CFP Board of Standards 2004 Directors Conference

Grant Writing/Facilitation Experience:

Member FINRA Investor Education Foundation Grant Management Team (2009) Member Community-Based Job Training Grant Management Team (2008) Member Grant Management Team: Project Export-It (2000-2001)

Faculty Coordinator Title VI-B Business and Intl. Education Program Grant (2000-2001)

Presentations

CFP Board’s Code of Ethics

Financial Planning Association of Nebraska 2009

Ethics: From Practice to Paper

Certified Financial Planning Board 2005 Directors Conference.

Ensuring Academic Integrity

Certified Financial Planning Board 2004 Directors Conference

Culture as a Consideration: Creating Culturally Compatible and Standard

Specific Personal Finance Curricula for Early Learners. EFERMA 2004 Conference

Publications/Press

Do you hear what I hear… The Politics of Financial Planning, Metropolitan

Community College Inside Story, October 31, 2008. Available at:

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Publications/Press (continued)

Buckle up and remember to breathe, Fremont Tribune, October 27, 2008. Available

at:

http://www.fremonttribune.com/articles/2008/10/27/news/local/doc4905e228aba5b264729395.txt

Rebate Check: Enjoy Some Now, Then Save It, ABC News (various affiliates), March

2008. Available at:

http://www.wsbtv.com/money/15714448/detail.html

Common Financial Mistakes Can be Easily Cured, ABC News (various affiliates),

April 2008. Available at:

http://www.whiotv.com/money/15968114/detail.html



Financial Planners: Preparation and Careers, Nebraska Department of Education

FOCUS on Human Services & Resources, February 2008.

Teaching (2001-Current):

Finance:

Asset Management Estate Planning Financial Calculator Fundamentals Business Finance Income Tax Planning Financial Planning Principles & Insurance Investments Retirement Planning Financial Statement Analysis

Personal Finance Investment Strategies & Portfolio Management

Economics:

Macroeconomics Microeconomics International Economics

Curriculum Development:

Developed the following courses for Metropolitan CC (traditional offerings):

International Finance Estate Planning Financial Calculator Fundamentals Investments Income Tax Planning Financial Planning Principles & Insurance Personal Finance Retirement Planning Financial Statement Analysis

Financial Counseling Consumer Credit Investment Strategies & Portfolio Management

Online Course Development:

Developed the following online courses for Metropolitan CC:

Business Finance Estate Planning Financial Calculator Fundamentals Investments Income Tax Planning Financial Planning Principles & Insurance Personal Finance Retirement Planning Investment Strategies & Portfolio Management

Program Development:

Developed the following programs of study for Metropolitan CC:

Certificate of Achievement Personal Financial Planning (2003)

(CFP Board-Registered Program)

Financial Planning and Investment Specialization (2004)

(2-year Associate Degree Program)

Diploma in Financial Counseling (2005)

(1-year Diploma Program)

Programs were developed, and are offered, in two formats: traditional in-class and

e-learning (online).

Technology in Teaching

Developed & maintained the Metropolitan Community College Financial Planning website (2002-2005) as well as numerous course companion websites for traditional and e-learning offerings including the following:

Investments Estate Planning Income Tax Planning Retirement Planning Macro Economics Micro Economics

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Technology in Teaching (continued)

Utilize the following technical tools in course/curriculum development: Contribute, Microsoft Front Page, Angel, WebCT, PDF file creation, and various graphics applications. Utilize the following technical tools in course delivery and facilitation: Internet, Microsoft:

Powerpoint, Excel, Word, Outlook.

Partnerships in Teaching

Formed the Metropolitan Community College Financial Planning Business Advisory Board (2003-current).

Created the Metropolitan Community College Students In Free Enterprise Business Advisory Board (1993-1996).

Coordinated Finance course offerings (Finance Subject Coordinator): Duties include adjunct faculty reviews, curriculum development/review, textbook selections, and course scheduling (2003-current).

Mentored numerous faculty peers providing guidance and support in both online and traditional classroom environment.

Committee Service:

Have served on numerous committees including Grant Writing Committees, Online Development Committees, Computer & Telecommunications Committees, Scholarship Committees, Faculty Candidate Selection Committees, etc.

Community Service:

Worked with community and student organizations in the creation and facilitation of

various projects including:



Sound Advice in Troubled Times: Public forum discussing current economic issues featuring MCC Financial Planning Program alumni students who are Certified Financial Planners working in the industry.



Pitch-a-Penny, Pay Off the Debt: Nation-wide program that educated 4th_{& 5}th_{graders as}

to the origins and consequences of debt by expressing the National Debt in one-cent terms. Community Sponsor: SAC Credit Union



Recipe Relay: State-wide program that taught math and nutritional skills to 6th _graders.

Corporate Sponsor: Baker’s Supermarket



Arrive-Alive: State-wide program targeting 8th_{graders in a campaign to reduce drunk}

driving fatalities in Nebraska’s rural communities. Corporate Sponsor: PepsiCo

Activities & Affiliations:

Special Advisor Financial Planning Association of Nebraska

Member Association for Financial Counseling and Planning Education (2003-current) Member Financial Planning Association (2004-current)

Member North American Small Business International Trade Educators (2000-2002)

Honors:

National Institute for Staff and Organizational Development Award Recipient (2007) Marlene E. Nelson Scholarship Recipient (2007)

ConAgra Foods Excellence in Teaching Award Recipient (2007) Blanche Miller FCS Education & Studies Scholarship Recipient (2006)

Metropolitan Community College Learning Is Our Purpose Award Recipient (2006) Honors Graduate College for Financial Planning (May 2005)

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Honors: (continued)

Samuel Moore Walton Free Enterprise Fellow (1993-1996)

Leader of Students In Free Enterprise 1996 International Exposition Championship Team Member Kappa Beta Delta Business Honor Society

Recipient of Community Development Award (1994)

Recipient of Chancellors Scholarship (University of Missouri-Kansas City, 1987-1988) Member Golden Key International Honors Society (1986)