Iowa State University

COURSES AND PROGRAMS DEVELOPED

2004 • “Securing financial wellbeing of individuals and families.” Three day professional development workshop for the Japan Consumer Finance Association member. July 5-7. Ames, Iowa                 

2002 • “Financial counseling: Collaboration and partnership with non-profits and government agencies.”  Japan Consumer Finance Association Workshop, September.  Ames, Iowa

2002 • Introduced a program, “Financial planning for college education and beyond,” at ISU New Student Orientation. Generated financial support for the development of standardized presentation materials and coordinated a group of presenters to cover 18 sessions for a first-ever summer orientation program on managing college finances. This session will be part of all future student orientation programs.

2001 • Revised a weeklong workshop, “Financial counseling: A new approach,” for Japan Consumer Finance Association. Presented at ISU to a national group of 20 middle- and upper-level managers of various consumer finance companies.

1999–2002 • Served on a national team assigned to develop and monitor family and consumer science curriculum for a four-year degree program at Zayed Women’s University, Dubai, United Arab Emirates.

1997 • Revised a weeklong workshop, “Financial counseling skills,” for Japan Consumer Finance Association. Presented at ISU to a national group of 25 middle- and upper-level managers of various consumer finance companies.

1997 • Presented a three-day workshop on “A new approach to collection” for Citibank Recovery Unit, Kansas City, Kansas.

1997 • Presented a graduate-level course, “Topics in financial planning, for ISU’s family and consumer sciences” master’s degree program. The course was designed for delivery through the Iowa Communication Network (ICN).

1996 • Supervised a special honors research project (student: Karen L. Peterson), “Analysis of student debt,” that resulted in the development of informational materials to help students more effectively manage their debt.

1996 • Developed a two-week workshop on “Financial counseling: A tool for creditors” for Japan Consumer Finance Association. Presented workshop at ISU to a national group of 27 middle- and upper-level managers of various consumer finance companies.

1995 • Developed an honors course, “The role of money in family relations.” Economics and psychology theories of consumer behavior and current research provided basis for the course, which was taught Spring 1995, Spring 1996, and Spring 1998.

1993 • Developed graduate-level course, “Advanced family financial counseling (HDFS 589)”. This course was developed specifically for students interested in careers in financial counseling and marriage and family therapy. It applied sociological and psychological explanations (theory and research) of human behavior to money behavior.

1986 • Established ISU Family Financial Counseling Clinic. This clinic is unique in the nation since it was developed in partnership with ISU’s Government of the Student Body. The clinic serves as a teaching and research laboratory for students majoring in financial counseling. Students get actual experience working with individuals and families, and clinic records are also used to conduct research in financial counseling.

1986–1990 • Developed a graduate curriculum option, “Management of financial aid services”. The program was offered in cooperation with ISU’s financial aid and student employment offices. The financial aid office provided 12-month assistantships to a maximum of three students.

1984–1985 • Developed two senior-level courses for students majoring in family resource management—“Advanced family financial management (FE 483)” and “Family financial counseling (FE 489)”.

1984–1985 • Developed and presented “Family Financial Counseling (FE 493)” using Regent’s Tele-bridge system for on-campus students and ISU Extension field specialists. Course was offered at three locations throughout the state as well as the ISU campus.

1983–1984 • Adapted a credit course, “Introduction to Family Financial Management (FE 283)”, for statewide delivery via television.

1982 • Developed an undergraduate curriculum in family financial counseling at ISU.

1981 • Developed “Introduction to Family Financial Management (FE 283)".

1978 • Developed a senior-level family financial counseling course at the University of Manitoba, Canada.

Current Position

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Visiting Professor

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