October AAEA Access to Capital Workshop Series

Join us as Karen highlights some key areas of vulnerability for business – from a cybercrime perspective as well as when it comes to payment fraud. Best practices, including email and social media accounts, bank account monitoring, and bank products to prevent payment fraud, are discussed.

Karen has an extensive history of providing financial services with three decades of financial experience ranging from banking, trust, brokerage, and investments. Her banking experience includes taxable and tax-exempt lending and treasury management solutions, including accounts payable and accounts receivable best practices. Karen has commercial real estate experience working with clients who are franchises, higher ed, and nonprofits. Karen's previous experience includes being a V.P. project manager at PNC in Treasury Management and Private Bank banking products and AVP at Federated Investors. Karen has her Certified Treasury Professional (CTP ® ) Certification.

Regarding community, Karen is a Board member of the Volusia County Industrial Development Authority and a member of the Pt Orange-South Daytona Rotary. Karen has also served on the Economic Development Committee for the Southeast Volusia Chamber Southeast Volusia Manufacturing & Technology Coalition. Before residing in Florida, Karen served as treasurer for a social service organization and advisory board for a university's land grant services. She has served on the planning committees for the Nonprofit Summits and the 2013 Wishart election Committee and delivered the keynote speech at the 2013 Regional Chamber Nonprofit Conference. Karen graduated cum laude with a bachelor's degree in economics from Allegheny College.

 

Dr. Constance Craig-Mason, MRFC®, is the CEO of Concierge Financial Advisory and the President of Money Concepts Wealth Management & Financial Planning. As a dedicated Financial Advisor, award-winning Insurance Broker, passionate International Speaker, and an x8 Best Selling Author, she teaches her clients to manage their money correctly so they can live the life they want without worrying about money!

She has received numerous awards for community impact in her field, including a medallion "In Recognition of Excellence, Service, & Sacrifice" from the Comptroller of Maryland. Dr. Constance has also received an Honorary Doctorate of Philosophy for her eminent contributions to financial literacy, financial advancement, and entrepreneurship empowerment. She was a 2022 honoree of the Association of African American Financial Advisors' 50 Under 50 and a 2023 honoree of the National Academy of Professional Speakers, Authors and Coaches' (NAPSAC) Excellence in Professional Speaking (EPSY) Award.

Dr. Constance is a member of the African American Association of National Association of Insurance & Financial Advisors (NAIFA), the Financial Planning Association (FPA), the International Association of Registered Financial Consultants (IARFC), the Digital Assets Council of Financial Professionals (DACFP) and Strategic Advisor to the Black Women Blockchain Council Board of Directors (BWBC).

Categories: Financial Literacy, Funding
Start Date: 10/24/2023 5:30 PM CDT
End Date: 10/24/2023 7:00   PM CDT
Organizer: African American Entrepreneurs Association, Inc
Venue: Webinar/Online