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MANAGING MONEY THROUGH UNCERTAIN TIMES
Managing money is challenging during a good economy, but harder during a bad economy. The news is filled with stories about the impending recession. Every day consumer goods and services cost more, borrowing costs are higher, and there is fear of job losses. This can affect people financially and psychologically, leading to a feeling of helplessness.
Many factors in the economy are out of our control, but financially, there are things everyone can do to prepare and weather through these uncertain times by focusing on the things we can control.
Join us for this informative panel of financial and industry experts who will address a range of topics that include budgeting, loans, debt, fraud, investing, savings, credit, and more. ALL UWT students, faculty, staff, community members and majors welcome! A complimentary boxed lunch is provided!
FREE LUNCH WITH PRE-REGISTRATION - Milgard Hall 110 - Wednesday, March 8, 12:30-1:20pm
A LUNCH AND LEARN EVENT
![Financial Literacy - Lunch & Learn](https://www.tacoma.uw.edu/sites/default/files/2023-02/L-n-L_448.png)
![Milgard School of Business - Center for Financial Wellness](https://www.tacoma.uw.edu/sites/default/files/2023-02/cfw_PANEL_sharp.png)
Small Business Owner
Former Managing Director, President & CEO
Russell Investment Implementation Services
Troy spent 22 years in institutional asset management at Russell Investments, ultimately serving five years as the Managing Director, President & CEO of Russell Investments Implementation Services.
Troy had full accountability and responsibility for the global growth, daily product delivery, risk management and associate management of the business, which consisted of over 100 associates across Russell’s key offices in North America, the UK, Japan, and Australia. The services included exposure management (derivatives and currency overlay), specialty asset management (transition management, interim portfolio management), and execution management (global trading, commission management). He was recognized for unique skill at combining deep and diverse technical knowledge with an outstanding ability to communicate how the product or service could provide value to a client.
During his tenure at Russell Investments, Troy was one of the chief architects and leaders of Russell’s global Implementation Services business. He held numerous roles focused on business growth and daily operations – advancing from Technical Analyst to Portfolio Transition Manager, then into senior leadership roles as Chief Operating Officer, then Managing Director.
Currently, Troy is co-owner of Performance Footwear and Outdoor Gear. It is a customer service focused retail store specializing in premium brand recreational footwear, apparel and gear. Troy enjoys leveraging his skillset in business growth and development and operational efficiency to help lead this thriving business.
Troy is also an investor and advisor for a startup ‘Insights as a Service’, data, and analytics company. The business supports Institutional Asset Managers and Asset Owners, with a mission to empower clients to make better-informed decisions about their ‘Culture, Controls, and Business Model.’ The platform enables clients to benchmark their organization against competitors, allowing them to make data-driven decisions to reduce risk and optimize their business.
Ali A. Kemp, CFP®, CDFA™
President & CEO| Financial Insights
Ali is the CEO & Owner of regional RIA, Financial Insights Wealth Management. Financial Insights was founded in 1981 and for over 40 years has been woman-owned and operated. Under Ali’s leadership, the firm has been recognized as one of the fastest-growing RIAs in the nation, and in 2022 Ali was recognized as 40 under 40 by Investment News Magazine. She has served as the firm’s Chief Compliance Officer and holds the CFP® designation. She currently leads a team of 17 amazing staff and is working on progressing the industry towards ethical business leadership, inclusive team dynamics & creating a firm that serves all stakeholders: clients, local community, and employees. FIWM serves high net worth & ultra-high net worth families in the Puget Sound Region.
As a wealth advisor, Ali takes a comprehensive approach by analyzing all aspects of a person's life including short and long-term goals, estate planning, taxation, investment, retirement and special circumstances. She specializes in comprehensive wealth management to include investment management, retirement preparedness & execution, business sales & mergers/acquisition assistance and Tax advising. With a focus on financial literacy and education, Ali’s passion is working with complex retirement & estate situations.
Don Clark, Jr CPA - Panelist
President & CEO at Sound Credit Union
As the current President/CEO of Sound Credit Union, my overall focus is helping to build stronger communities through easily accessible financial tools and resources.
Externally, I am responsible for making sure our members receive the help they need in order to achieve their financial goals and dreams. Internally, I focus on strategy, ensuring that our Sound team members have the tools and resources to better serve our members, while also ensuring Sound remains financially strong so we may continue to deliver quality service through the growth of our technology and other channels. Ultimately, I strive to lead Sound in a way that allows us to stand with our members and employees through all waves of life.
Career
Sound Credit Union, 2012-Present
- President/CEO (April 2016 – Present)
- President (2015 – Mar. 2016)
- Executive Vice President/Chief Risk Officer (2012 - 2015)
Southwest Business Corporation, San Antonio, TX 2009-2012
- Senior Vice President (2009 - 2012)
Mountain America Credit Union, West Jordan, UT 2001-2009
- Executive Vice President (2004 - 2009)
- President Mountain America Financial Services (CUSO) (2001 - 2009)
Professional Involvement
- Board Member, GoWest Credit Union Association (2019 – present)
- Associate Board Member, CU Direct (Jan..2023 – present)
- Board Member, Tacoma-Pierce County Economic Development Council (2016 – present)
- Board Member, Milgard School of Business at University of Washington – Tacoma (2016 – present)
- Board Member, Bonifii (2019 – present)
Education
- BS, Accounting, Brigham Young University, 1989
- MBA, Milgard School of Business, University of Washington, 2014