Live Stream & Watch Cumberland Advisors & University of South Florida Sarasota-Manatee Financial Literacy Day

Author: , Post Date: March 30, 2017

Cumberland Advisors & USF Sarasota-Manatee Financial Literacy Day


Financial Literacy Day Agenda PDF

Cumberland Advisors and the University of South Florida Sarasota-Manatee are proud to present Financial Literacy Day, held at the University of South Florida Sarasota-Manatee campus this March 30, 2017. This event will feature panel discussions by experts on:

– Fiduciary/Trustee Roles and Responsibilities
– Women’s Financial Issues
– Investment Options/Outlook for Investors and Financial Markets
– The Global Economic Outlook

The keynote remarks will be given by William C. Dudley, President and CEO of the Federal Reserve Bank of New York.

Financial Literacy Day is open to everyone interested in learning more about:

  • Fiduciary and Trustee Roles and Responsibilities
    • David Berson, Senior Vice President and Chief Economist, Nationwide Mutual Insurance Company
    • Michael McNiven, PhD., Managing Director & Portfolio Manager, Cumberland Advisors
    • David R. Fink, CFA, CFP, Haliday Financial, Sarasota area
    • Neal D. Colton, JD, MBA, Former Shareholder, retired, Cozen O’Connor (Philadelphia, PA)
    • Judy Hangartner, M.A., CPA, Assistant Professor, Business & Technology, State college of Florida
  • Women’s Financial Issues
    • Cheryl Loeffler, MBA, Recognized Realtor with Sotheby Realtors and former Chairman of the Board of Trustees, Ringling College of Art, Sarasota
    • Laura Mattia, PhD., CFP, Financial Planning Program Director, Cumberland Advisors and Professor at the University of South Florida
    • Kimberly Walker, Board Certified Labor & Employment Law Attorney, Williams Parker Harrison Dietz & Getzen
    • Tracy Collins, PhD,  Assistant Professor of Economics, New College of Florida, Sarasota
    • Alison M. Gardner, First Vice President of Wealth Management, Senior Portfolio Manager, Family Wealth Advisor, Financial Planning Specialist, Morgan Stanley
  • Investment Options and Outlook for Investors and Financial Markets
    • Edward F. Keon, Jr., Managing Director and Portfolio Manager, Quantitative Management Associates
    • John Mousseau, CFA, Executive Vice President and Director of Fixed Income, Cumberland Advisors
    • Ray Dillon, President & CEO, retired, Deltic Timber Corporation
    • Janet Sperling, Senior Vice President, Investments, WMS, Raymond James, Sarasota
  • Global Economic Outlook: Where Do We Go From Here
    • Michael Drury, Chief Economist, McVean Trading & Investments, & Chairman, Global Interdependence Center
    • Kozo Koide, Chief Economist, Asset Management One Co., Ltd., Japan
    • Megan Greene, Managing Director and Chief Economist, Manulife Asset Management Limited
    • Ramiro Lopez Larroy, Partner and Director, Integras Capital
    • Michael McKee, Worldwide Bloomberg TV & Radio Journalist
  • Special Remarks:

o   Dr. Terry A. Osborn, Interim Regional Chancellor and Regional Vice Chancellor for Academic and Student Affairs, USF Sarasota-Manatee

o   Dr. Donal O’Shea, President and Professor of Mathematics-Natural Sciences, New College of Florida, Sarasota

o   Dr. James M. Curran, Dean of the Business School, University of South Florida

o   David R. Kotok, Founder and Chief Investment Officer, Cumberland Advisors


 Financial Literacy Day is a unique Sarasota-only event of National Significance


This program has been accepted for four (4) hours continuing education by CFP Board, The American College (PACE). 4 units for Registered Financial Consultants.

Application has been filed with Florida Department of Business and Professional Regulation (CPE). You must attend the live sessions to receive credit.


For more information and a schedule of events, please visit

cumber map
Cumberland Advisors® is registered with the SEC under the Investment Advisers Act of 1940. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Such an offer can only be made in the states where Cumberland Advisors is either registered or is a Notice Filer or where an exemption from such registration or filing is available. New accounts will not be accepted unless and until all local regulations have been satisfied. This presentation does not purport to be a complete description of our performance or investment services. Please feel free to forward our commentaries (with proper attribution) to others who may be interested. It is not our intention to state or imply in any manner that past results and profitability is an indication of future performance. All material presented is compiled from sources believed to be reliable. However, accuracy cannot be guaranteed.