Meloney Schludecker

Organization: BMO Harris Bank

Expertise in: Financial Education, Counseling, and Coaching, Bank On,  Credit Health Education,


Bio: I have been in banking for over 37 years in a variety of areas to include Management, Human Resources, Area Executive, Individual Retirement Administrator, operations, bookkeeping, Lending Manager to include mortgages, student loans, personal loans, Home Equity Loans/lines, debt consolidation, credit builder, commercial lending. I'm currently working on a project for Financial Literacy for students and adults.

Jahanah Murphy-Sims

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Organization: Early Learning Indiana

Expertise in: Financial Education, Counseling, and Coaching


Bio: Jahanah currently serves as Manager of Regional Outreach and Capacity Building for Early Learning Indiana.  In her role she works with various stakeholders across the state to strengthen and support the infrastructure of early childhood education in Indiana.  In previous roles Jahanah served as a Financial coach, and she continues to be passionate about helping individuals, families and communities achieve financial success.  Jahanah has a B.A. in Spanish from Indiana University and holds certifications in Financial Education, Foreclosure Prevention and Housing Counseling.  In her free time Jahanah enjoys cooking, gardening and working on her small businesses.  She and her longtime companion live on the far eastside of Indianapolis with their two dogs.

Thomas Orr

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Organization: Local Initiatives Support Corporation (LISC)

Expertise in: Public Benefits Programs, Minimum Wage, Workforce Development, Post-Secondary Education


Bio: Thomas Orr is a Senior Program Officer with the Local Initiatives Support Corporation (LISC) in Indianapolis.  He has over 30 years of experience in workforce development and program management, including the launch of RecycleForce, a social enterprise employing ex-offenders in electronic recycling, and the Centers for Working Families – a neighborhood-based initiative that bundles one-on-one financial coaching and career coaching for low-wealth families.   At EmployIndy, he oversaw the operation of public employment services through WorkOne and related programs.  He is a Certified Workforce Development Professional with the National Association of Workforce Development Professionals. He serves on the National Advisory Panel on Skills Equity with the National Skills Coalition.


Katie Bailey

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Organization: Indiana University Public Policy Institute

Expertise in: Research and Data Collection


Bio: Katie Bailey joined the IU Public Policy Institute in January 2017 as a Program Analyst. Her role involves working with Institute clients to conduct qualitative and quantitative research--including data and spatial analysis--and assisting in project management. Prior to joining the Institute, Katie worked as a Research Analyst for the Indiana Department of Child Services where she evaluated the effectiveness of child welfare programs and services. Katie also worked for the National Immigration Forum in Washington, D.C., examining and supporting immigration advocacy efforts and for the Migrant Farmworker Law Center at Indiana Legal Services. Katie holds a Bachelor of Arts in Political Science and International Studies from Saint Louis University and a Master of Public Affairs in Policy Analysis from the School of Public and Environmental Affairs at IU Bloomington.

Marcy Wenzler

Organization: Indiana Legal Services, Inc.

Expertise in: Predatory Lending, Housing and Homeownership, Foreclosure


Bio: Marcy started the Indiana Legal Services Housing Law Center in 2002 in response to the foreclosure & predatory lending crisis in Indiana and with the goal to help people preserve or gain access to safe, affordable housing via legal help, education, and collaboration. Issues include foreclosure & homelessness prevention, lead paint, fair housing (especially for people with disabilities), landlord-tenant, etc. Current emphasis on healthy housing; interest in medical-legal partnerships.

Naomi Bechtold

Organization: Purdue Extension-Marion County

Expertise in: Fundraising, Service Delivery and Program Management, Coalition Building, Emergency Savings


Bio: Naomi Bechtold has been an Extension Educator for Purdue Extension-Marion County for eight years, the first six in 4-H Youth and most recently focused in the area of Family Resource Management.  Her focus is personal finance management programming for underserved adults and youth. Naomi received her MBA from Lehigh University and AB from Duke University. She and her husband Marty have two children.

Suzett Moffitt

Organization: God's Helping Hand

Expertise in: Debt Collection and Settlement, Minimum Wage, Student Debt, Health Insurance, Credit Health Education


Bio: Suzett Moffitt is an advocate for very low, to moderate income individuals, education, women's rights, children rights, and recidivism second chances.

Karen Hemberger

Organization: United Way of Madison County

Expertise in: Early Childhood Education, Health Insurance, Nonprofit Management


Bio: Karen Hemberger serves as the Vice President of Community Impact for United Way of Madison County (UWMC).  In her current role she is responsible for the development of the THRIVE Network, a partnership of organizations in the county that work together to deliver integrated or bundled services as a single entity. Prior to coming to UWMC, Karen served as the Director of Agency Relations and Community Investment for the United Way of Delaware County.  She was actively involved in the By5 Early Childhood initiative, serving as the Co-Chair of the Family Engagement subcommittee and served on the Steering Committee.  Prior to that, Karen served as the VP of Affiliate Programs and Services for Mental Health America of Indiana, where she oversaw the Mental Health Ombudsman program and was the Indiana Director for Campaign for America’s Mental Health. Karen holds a BA in Economics from Indiana University and MPA with a concentration in Nonprofit Management from Indiana University-Purdue University Indianapolis.

Michelle Beer

Organization: United Way of Central Indiana

Expertise in: Service Delivery and Program Management, Coalition Building


Bio: Michelle has had a ten-year career in the nonprofit sector, spending the last six+ years at United Way of Central Indiana (UWCI). Michelle currently serves as the Director of Financial Stability. In this capacity, Michelle has worked with various community-wide initiatives focused on financial education and stability. Michelle has recently co-chaired the Indianapolis Asset Building Coalition, currently serve on the steering committee for the Indiana Assets and Opportunity Network, and is a member of the local Volunteer Income Tax Assistance (VITA) Advisory Board. Michelle is also responsible for managing the network of Center for Working Families (CWF) sites in Indianapolis. In addition to Michelle's work with asset building initiatives, she has several years of experience in grant writing and administration, program and organizational evaluation, and volunteer management. 

Martha Henn

Organization: Near West Collaborative

Expertise in: Coalition Building, Research and Data Collection, 


Bio: Martha Henn serves the Community Health Network Foundation as its Grant and Proposal Writer, supporting the Foundation’s efforts to assist Community Health Network as it promotes health, hope and healing in the Central Indiana region.  In this role, she has responsibility for developing and writing submissions to grant-making organizations and preparing proposals and reports for major gift donors and prospects.  Additionally, she has a business research consultancy practice on behalf of the Indiana Chamber of Commerce. 

She received her master of library science degree from Indiana University, her master’s degree in English and graduate certificate in women’s studies from Emory University, and a bachelor’s degree from Earlham College.    

Kate McKnight

Organization: Internal Revenue Service

Expertise in: Tax Credits for Working Families, VITA Service Delivery, Tax Time Savings, Coalition Building


Bio: Kate has been with the Internal Revenue Service for more than 25 years as a Taxpayer Service Representative, Taxpayer Service Specialist, Manager and Senior Tax Specialist. Currently, Kate is a Senior Relationship Tax Consultant and the Earned Income Tax Credit Coordinator for Indiana. Kate is active in the IRS' VITA program with responsibility for 23 Indiana counties and more than 85 VITA sites which prepare more than 13,000 tax returns for community residents. Kate is also the Financial Education and Asset Building Subject Matter Expert for her office. 

Erin Macey

Organization: Indiana Institute for Working Families

Expertise in: Paid Family Leave, Removing Asset Limits in Public Benefit Programs, Predatory Lending


Bio: As a policy analyst at Indiana Institute for Working Families, Erin helps Hoosiers achieve self-sufficiency through research and advocacy on issues related to paid leave, childcare, early childhood education, payday lending, asset development, and the wage gap. Erin is a former teacher and holds a PhD in education policy. Erin has also done work related to continuous improvement and educational equity. 

Jonathan Bates

Organization: The Home Ownership Center of Greater Cincinnati, Inc.

Area of Expertise: Foreclosure


Bio: Jonathan was raised in a household with parents who instilled the values of Philanthropy and Public Service as a fundamental part of his upbringing. After receiving a Bachelor’s of Science degree in Liberal Arts from Xavier University, Jonathan knew that he wanted to find a way to apply his knowledge and skills to positively impact those who were in need within his community. Jonathan's education and background ultimately inspired him to pursue a career in non-profit work.  In May of 2012, Jonathan began working at the Home Ownership Center of Greater Cincinnati, Inc. The Home Ownership Center provided Jonathan with a tremendous platform to assist individuals from his community with their various homeownership needs and also gave Jonathan the opportunity to work with the Indiana Foreclosure Prevention Network (IFPN). To date, Jonathan is proud to say that he has successfully assisted hundreds of Southeastern Indiana homeowners through the process of saving their homes from foreclosure by connecting them to amazing programs such as Indiana’s Hardest Hit Fund (HHF).

LaTasha Bosse

Organization: REAL Services

Expertise in: Nonprofit Management, Engaging Communities of Color/Excluded Communities


Bio: LaTasha Bosse has a Bachelor's Degree in Psychology and has spent her career in Community Action.  LaTasha is the Coordinator of a Self-Sufficiency Program for low-income households and enjoys empowering people to move forward with education and/or employment.  LaTasha is a State Trainer for the Family Development Curriculum, strength-based approach to case management.  LaTasha is also a Certified Community Action Professional. LaTasha has studied the effects of poverty and how to alleviate the symptoms while working at a non for profit in addition to leadership and management training's.  LaTasha is also a Getting Ahead/Bridges Out of Poverty Facilitator.  LaTasha has been trained on "Your Money, Your Goals' and is learning more Financial Education for low-income households.

Elaine Guinn

Organization: New Hope Family Shelter

Expertise in: Service Delivery and Program Management, Coalition Building, Fundraising, Marketing and Communications, Nonprofit Management


Bio: Currently a resident of Bloomington, Elaine was raised in relative poverty on the near east side of Indianapolis. As a child Elaine experienced situational homelessness on two occasions. She feels her relatable experiences are an asset to New Hope residents. Elaine believes that cultivating lifelong learners, promoting respect, maintaining dignity, and encouraging independent decision-making skills are key elements to overcoming homelessness. Elaine is outgoing with a positive outlook and a mission of planting seeds of learning wherever she may go. 

Derrick Faulkens

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Organization: D. A. Faulkens

Expertise in: Housing and Homeownership, Foreclosure, Predatory Lending


Bio:  During the 1992 County Re-Assessment Project, Derrick collected property record data on each individual residential and commercial parcels of land. From 1999 until 2004, as a member of the local Urban League Board of Directors, Derrick formed friendships and strategic alliances as he became more familiar with our service community. A Victim of Predatory lending, Derrick survived a lengthy foreclosure process to retain ownership of his home and brought his loan current. Derrick tells people how a mortgage broker and a lender raised his loan amount and interest rate in order for the broker to collect a higher commission from his loan.