Barbara L. Martinez
AFC® | Asset Building Program Manager | Championing the Democratization of Financial Services | Board Member @ AFCPE
- Role
- Board Member at Afcpe Association For Financial Counseling And Planning Education
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Barbara L. Martinez
Financial wellness leader with more than 14 years of experience designing and managing…
Experience
Board Member
Afcpe Association For Financial Counseling And Planning Education
Jan 2024 — Present · OH, US
As a Board Member of AFCPE®, I provide governance, strategic oversight, and fiduciary responsibility to support the growth and direction of the organization. I am committed to advancing AFCPE’s mission of promoting financial counseling and planning education, ensuring that our initiatives drive meaningful impact for professionals and the communities they serve.Key Contributions:Governance Committee- Collaborated with fellow board members to review and update AFCPE’s bylaws, aligning policies with long-term organizational goals- Strengthened governance structures to enhance transparency, accountability, and future readiness. Nominations Committee- Interviewed and evaluated potential board candidates to ensure diverse and qualified leadership representation- Played a key role in shaping the future of AFCPE by identifying leaders aligned with the organization’s vision and values.Strategic Oversight- Provided fiduciary oversight to ensure AFCPE’s initiatives and objectives reflect member interests and support the organization’s growth- Contributed to shaping long-term strategies aimed at expanding financial access and education through policy, advocacy, and practitioner development.
Education
University of Northern Iowa
Masters of Art, Communication and Public Relations
1999 — 2001
University of Northern Iowa
Bachelor of Art, Business Administration and Marketing
1996 — 1999
Skills
- Sales Operations
- Training
- Non-Profit Communications
- Team Building
- Training & Development
- Entrepreneurship Education
- Bilingual-Spanish
- Program Management
- Crm
- Employee Training
- Nonprofits
- Human Resources
- Market Research
- Community Relations
- Social Media
- Social Entrepreneurship
- Recruiting
- Asset Building
- Leadership
- Spanish
- Business Planning
- Executive Coaching
- Non-Profits
- Economic Development
- Hispanic Marketing
- Strategic Communications
- Budgets
- Community Outreach
- Community Development
- Export Promotion
- Strategy
- Marketing
- Product Marketing
- Business
- Latino Business
- Negotiation
- Sales
- Financial Education
- Marketing Strategy
- Event Management
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