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CURRICULUM VITAE
PAUL T. (TED) KLONTZ, Ph.D., CSAC II, CET III
Brief Bio:
Ted Klontz, Ph.D., based in Nashville, TN, has a 40+ year career in counseling that has included
authoring, co-authoring and/or contributing to 6 psychology related books (e.g. Wired for
Wealth, Financial Wisdom of Ebenezer Scrooge, Facilitating Financial
Health, Financial Therapy: Theory, Research and Practice); published researcher, professional
speaker; trainer with corporate groups focusing on communication skill development; designer
and facilitator of workshops; consultant to major entertainment management groups; the Defense
Department, with a private practice focused on working with professional athletes/entertainers
and financial professionals. He has served in expert roles as an advisor to Congressional
Committees and is regularly quoted in national and international media that have included The
Today Show, CNN, Good Morning America, Larry King Live, Oprah Winfrey, NPR, The Wall
Street Journal, Money magazine and The New York Times. His two most recent projects
include finishing a sixth book on money disorders for Random House, Mind over Money:
Overcoming the Money Disorders that Threaten Our Financial Health. Also, his Healing
Money Issues Workshop was featured in 2009 on ABC News’ 20-20 and Good Morning
America. He was featured on the Oprah Winfrey Network. He is President of Klontz Consulting
Group, has served as one of the original executive officers of the National Financial Therapy
Association, and Co-Founder of Your Mental Wealth™ a direct to consumer personal finance
brand and the Financial Psychology Institute™.
Dr. Ted Klontz’s Story Video: http://www.vimeo.com/4479118
Founder and President:
Klontz Consulting Group and K&Z Investments
Co-Founder:
Financial Psychology Institute™
Your Mental Wealth
PO Box 340020
Nashville, TN 37203
615-604-0059
Web: www.klontzconsulting.com
www.yourmentalwealth.com
E-Mail [email protected]
At Counsel:
Flood, Bumstead, McCready, and McCarthy (An Entertainment Management Group)
Nashville, TN
www.FBMM.com
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Assisting management with direct client consultation, organizational strategic planning, staff
consultation, troubleshooting and staff development.
Consultant:
Onsite Workshops
Cumberland Furnace, TN
www.Onsiteworkshops.com
Assisting management with strategic planning, and staff training.
Editorial Board:
Recovery Living Magazine
www.RecoveryLiving.com
Board Member:
The Refuge, Nashville, TN
PROFESSIONAL EXPERIENCE
2005-Present Klontz Consulting Group
Founder and President
Provide private relationship communication, financial psychology coaching and
consultation, produce CD’s, workshops, and training events as well as other related
services for individuals, couples and families, business groups relative to improving the
quality of their interpersonal relationships.
2002-Present Consultant to Flood, Bumstead, McCready, and McCarthy Entertainment
Management Group, Nashville, TN
Work directly with selected professional athletes, entertainment artists, actors, and high
net worth/high profile clients who have challenges related to finances, communication
and relationship skills, self-defeating behavior patterns, and anxiety management
regarding performance. Also provide staff training, as well as assist in organizational
strategic planning.
2016-Present Creighton University
Associate Professor of Practice at the Heider College of Business
2014-Present Financial Psychology Institute™
Founder and Director
Provides training for Mental Health & Financial Professionals focused on developing resilient
client relationships.
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2003-2009 Klontz-Kahler
Co-Founder
Rapid City, South Dakota
Created and provided financial workshops, coaching and consultation, conducted and
published research relative to changing self-destructive/self/defeating financial
behaviors.
1992-2007 Onsite Workshops, Inc.
President CEO
Cumberland Furnace, TN
Provided therapeutic workshop, training and consulting to individuals, couples, families,
and businesses standard and customized workshops, consultations, and coaching. Served
as administrator, therapist, coach, public speaker as well as conduct research and writing
in the areas of experiential therapy, money, substance and behavioral addiction, equine
therapy, coupleship, and other related subjects. Created and implemented intensive outpatient
workshops on treatment of sexual disorders, financial disorders, equine therapy, coupleship and a
summer camp for dis-advantaged families.
2007-Present Consultant Onsite Workshops
1985-1992 Turtle/Wolf & Associates
President
Howell, MI
A training/consulting corporation specializing in the areas of student
assistance programs, staff development and administrative structure.
1988-1992 Pipfest of Michigan
President
Howell, MI
Special weekend training events for adults and students.
1983-1992 Howell Public Schools
Student Assistance Program Founder and Coordinator
Howell, MI
A school based, community-wide assistance program for students grades K-12, families
and staff members focusing on identification, referral, support and education on alcohol and
other drug prevention and intervention issues.
1983-1988 Lansing Community College
Faculty
Lansing, MI
Instructor: Psychology/Addictions
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1969-1992 University of Michigan
Faculty
Ann Arbor, MI
Supervisor and Trainer
1971-1972 Goddard College
Faculty
Chicago, IL
1995-1992 Eastern Michigan University
Faculty
Ypsilanti, MI
Center for Substance Abuse Education
Visiting Lecturer/Consultant
1968-1992 Howell Public Schools
Faculty
Howell, MI
Instructor of Psychology, Sociology,
Coach of Football, Baseball, Basketball, Track Coach
Athletic Director
1994-1997 University of Arizona Medical School
Guest Lecturer
Living and Coping with Hemophilia
PROFESSIONAL CERTIFICATIONS
Master Addictions Counselor – National Association of Forensic Counselors, since 1996
Specialties in Sexual Addiction/Compulsivity, Alcohol and other Drug
Addiction/Compulsivity, Financial Disorders, Relationship/Coupleship
Disorders/Enhancement, Financial Disorders
Certified Experiential Therapist Level III– American Association of Experiential
Therapists, since 1993
PROFESSIONAL AFFILIATIONS
American Psychological Association
Hemophilia Foundation of Tennessee
American Society of Experiential Therapists
National Speakers Association
International Society of Neuro-feedback Research
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Financial Therapy Association
National Association of Forensic Counselors
EDUCATION
2000-2005 Doctor of Philosophy, Psychology (Ph.D.)
Century University
Albuquerque, NM
1966-1968 Master of Arts, Social Sciences, Psychology
Michigan State University
East Lansing, MI
1962-1966 Bachelor of Science Social Science
Bethel College
Mishawaka, IN
POST GRADUATE TRAINING
Onsite Training & Consulting, Inc. – Rapid City, SD
Trained as a consultant, presenter and group facilitator for family reconstructions, coupleship
workshops, professional training institutes and treatment of co-dependency.
Community Intervention – Minneapolis, MN.
Effective community/school-based assistance programs
Washtenaw College – Ypsilanti, MI
Grief and Loss issues
Halterman Center – London, OH
Working with addicted families
Lake Forest College – Chicago, IL
Values Realization, Sidney Simon
Gestalt Institute – Chicago, IL
Gestalt Therapy Training
Regional/National Conferences
Issues of Co-Dependency, Children of Alcoholics, Student Assistance Programs
Gottman Institute
Relationship and Marriage Training with Harville Hendrix and John Gottman
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Compass Point
Sexual Addiction/Compulsivity/Anorexia Training with Patrick Carnes
PROFESSIONAL APPOINTMENTS
Founder of the Financial Psychology Institute™
Associate Professor of Practice at Creighton University
Co-Founder of Klontz Consulting Group
Co-Founder and first Vice-President of the Financial Therapy Association
Founded and served as the first President of the Michigan Association of Student Assistance
Specialists
Founded and served as Chairman of the Livingston County Student Assistance Coalition
Member of State of Michigan Office of Substance Abuse Services Training Committee
Member of Washtenaw-Livingston Coordination Agency training team
Produced educational and support components for clients of the Hemophilia
of Michigan Foundation
Member of Think Tank for Action on Substance Abuse Prevention of South-East Michigan
Member of State of Michigan’s Drug Free Schools and Communities Governor’s Taskforce
Served on the Board of Directors of the National Association of Leadership of Student
Assistance Programs (NALSAP) as Vice President
Member of the Nazrudin Project, a think tank of mental health professionals and financial
planners
Member of Vanderbilt University’s Hemophilia Advisory Group
Advisory Board member of The Refuge, Franklin, TN
K&Z Investments
Your Mental Wealth®
American Society of Experiential Therapists
Michigan Association of Student Assistance Specialists
HONORS/SCHOLARSHIPS
National Finalist in Federal Drug Free Schools and
Communities Competition 1990
Teacher of the Year Nominee 1986-1987
District Coach of the Year 1976, 77, 78
Outstanding Young Educator Michigan Jaycees 1976
Master’s Fellowship, Michigan State University 1966-1968
Senior Class President Bethel College 1966
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SCHOLARLY ACTIVITIES
Klontz, B.T., Bivens, A., Klontz, P.T., Wada, J., Kahler, R., The Treatment of
Disordered Money Behaviors: Results of an Open Clinical Trial, Psychological Services
2008, Vol. 5, No.3, 295-308.
Klontz, P.T., Kahler, R., & Klontz, B.T. (2004). What’s Money Got To Do With It?:
The Role of Money in Counseling. Counselor: The Magazine for Addiction
Professionals, (4), 23-29.
Klontz, P.T., Doctoral Dissertation “A Pilot Study of the Camp Hope Project”
(unpublished) 2005.
Klontz, B.T., Garos, S., & Klontz P.T. The effectiveness of
a multimodal brief group experiential approach in the treatment of sexual
addiction/compulsivity, Sexual Addiction and Compulsivity, Volume 12, Number 2,
2005.
Klontz, B.T., Blivens, A., Leinart, D., Klontz, P.T. The Effectiveness of Equine
Assisted Experiential Therapy: Results of an open Clinical Trial Society and Animals 15
(2007), 257-267.
Klontz, P.T., Zugich, M.A., & Leinart, D. (2002). The Miracle of Equine Therapy.
Counselor: The Magazine for Addiction Professionals (6), 22-27.
BOOKS
Weigsheider-Cruse, S., Higby, K., Klontz, P.T., & Rainey, A. Family Reconstruction:
The Living Theater Model. (1994) Science and Behavior Books: Los Altos, CA.
Klontz, B.T., Klontz, P.T. & Kahler, R. Facilitating Financial Health: Tools For Financial
Planners, Therapists and Coaches. (2008), National Underwriters Co. Chicago, IL.
Klontz, P.T., Klontz, B.T., & Kahler, R. The Financial Wisdom of Ebenezer Scrooge:
Transforming Your Relationship With Money (2006) Health Communications: Deerfield Beach,
FL.
Klontz, B.T., Klontz, P.T., & Kahler, R. Wired For Wealth (2009) Health Communications:
Deerfield Beach, FL.
Klontz, B.T., Klontz, P.T. Mind Over Money: Overcoming The Money Disorders That
Threaten Our Financial Health (December, 2009) Random House/Doubleday: New York, NY
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Klontz, P.T. & Klontz, B.T. (in Progress) Trans-generational Healing: How We
Hurt/How We Heal
Klontz, P.T. & Klontz, B.T. (in Progress) Little Green Lies: The True Costs of Financial
Infidelity
MAGAZINE CONTRIBUTIONS
Klontz, B, Klontz, T “Financial Counseling for Money Disorders” Counselor Magazine
(February 2009)
Wright, Karen “When Money Talks” Psychology Today (June 2009)
Kahler, R, Klontz, P.T., Klontz B.T. “Playing Marley’s Ghost” Life Insurance Selling
(December 2007)
Field, A. “The Psychology of Money” Registered Rep. Magazine (March 2005)
Klontz, P.T., Klontz, B.T., Kahler, R. “What’s Money Got To Do With It? The Role of
Money In Counseling” Counselor Magazine (August 2004)
Zugich, M, Klontz, P.T., Leinart, D. “The Miracle of Equine Therapy” Counselor
Magazine (December 2002)
BOOK CONTRIBUTIONS
Canfield, J., Hansen, M.V. (2005) Chicken Soup for the Recovering Soul. Health
Communications: Deerfield Beach, FL.
Weigscheider-Cruse. S. (1999) Trust the Process: Twenty years of Onsite. Health
Communications: Deerfield Beach, FL.
Weigscheider-Cruse, S. (1996) Dancing with Destiny. Health Communications:
Deerfield Beach, FL.
MEDIA
Michelle Chalfant on The Adult Chair podcast (April 2018). Men and emotional intelligence
and the effects on relationships
David Scranton on The Income Generation Show (April 2018)
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Billboard Magazine (March 2018). Implementation of Financial Psychology principals with
entertainment clients
Hannah Moore podcast “So You’re a Financial Planner, Now What?” (October 2017)
Investment News (October 2017)
The Oprah Network (2011) Appeared several times on The Judd’s documentary series and
provided weekly consulting services during the tour.
ABC “20-20” (August 2009) “Money Rehabilitation Treatment”
ABC, Good Morning America (October 2008) “Treatment for Money Disorders”
Michelle Singletary (December 2007) XM Radio Show and web-cast, “Challenging
Entrenched Money Scripts)
Naomi Judd, (February 2006) Naomi’s New Morning TV show, “Changing Financial
Behaviors”, New York, NY
BBC, (March and May 2006) Radio Interview, London, England
ABC Today TV Show (April 2006), “Financial Infidelity”, New York, NY
Daly, Dan (August 2004) Newspaper Article “Emotions, Finances Correlate”, Rapid
City Journal, Rapid City, SD
Satchfield, Brian (April 2004) Film Interview: “The Impact of Financial Planners”,
Raymond James Financial, Inc., St. Petersburg, FL
Vierra, Andy (October 2003) Radio Interview: “Money Dysfunction”. KNUU News, Las
Vegas, NV
Zaslow, Jeffrey (September 2003), Newspaper Article “Another thing to blame on your
parents: Your hang-ups about handling money”. The Wall Street Journal
Wheeler, Crystal (October 2002) Radio Interview “The Family Reconstruction Process”.
WSB Radio Group, Atlanta, GA
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CONSULTING /WORKSHOPS AND PRESENTATIONS GIVEN
Chief Communications advisor to a major international humanitarian activist.
Chief advisor and trouble shooter to two international entertainment management groups.
Quarterly meetings with three professional groups relating to enhanced communication skills.
Monthly consultations with professionals designed to increase their comfortableness and
effectiveness in working with clients around mortality issues as they relate to financial planning.
Chief communications consultant to two legacy musical groups.
Advisor to major financial planner group based in Dallas, TX.
Ongoing consulting engagement with Alta Mira Drug and Alcohol Treatment Center in San
Francisco, CA.
Monthly video conference calls with a group of financial advisors who are graduates of the
Creighton Financial Psychology program.
Michigan, & New Jersey Young President’s Organization Annual Meeting, (YPO)
Both local forum and district-wide men’s and women’s groups: Strategic Planning;
Personal Discovery and Growth; and Building Healthy Relationships, Pawley’s Island
SC; South Miami Beach, FL; Hanover NJ; New York, NY; St. George, UT
Tennessee State Counselor’s State Convention: Experiential Therapy, Gatlinburg, TN
Tennessee Anytime Strategic Planning Strategies, Nashville, TN
Health Communications Regional and National Conferences Experiential Therapy; Anger
Management; Coupleship Issues Nashville, TN; Las Vegas, NV; Orlando, FL; Washington D.C.;
Charlotte, NC
OPSA Workshops Annual Conferences Learning to Love Yourself; Coupleship; Codependency,
Family Systems and Experiential Therapy Training, Guatemala City, Guatemala
Nestlé’s Corporation, Strategic Planning; Management Skills Development, Guatemala City,
Guatemala
Carnation Company Staff Retention Strategies Detroit, MI
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Treeside Psychological Clinic Experiential Therapy Staff Training Detroit, MI
Tennessee Sheriff’s Association Family Systems; Burnout Prevention, Nashville, TN
Buck-Maitland Counseling Services Learning to Love Yourself Workshop, Atlanta, GA
FACES Regional and National Conferences Anger Management; Experiential Therapy;
Coupleship Dallas, Texas, Portland OR, San Diego, CA
International Doctors in AA, The Challenge of Intimacy and Recovery, Tucson, AZ; Phoenix,
AZ
Tennessee Codependent’s Anonymous Annual Conferences (CODA) Codependency; Family
Systems; Forgiveness. Nashville, TN
Washington-Penn Co. Out of the Box Workshops. Pittsburg, PA
Tennessee Lawyers Assistance Program Family Systems. Dickson, TN
AmSurg of Tennessee 2003 and 2005 Strategic Planning
Smith-Field Development Group, Phoenix AZ
TG Annual Training Conference Austin, TX
Gulbrandsen Technologies Orangeville, SC
Doug O’Rear and Associates Brentwood, TN
International Women In Coffee Alliance Guatemala City, Guatemala
Richard Childress Racing Welcome, NC
MW Racing Cornelius, NC
Innovative Financial Group Nashville, TN
Financial Planning Association Bethesda, MD
Hammel Financial Group Nashville, TN
Child and Family Services Mason City, IA
The Society New York, NY
Envision Wealth Planning Brentwood, TN
Walden School Nashville, TN
Monode Manufacturing Cleveland, Ohio
Ilumminati Counseling Services Guatemala City, Guatemala
Onsite Workshops Nashville, TN
Verdun Treatment Services Bridgetown, Barbados
MP Incorporated Mooresville, NC
Ram Real Estate Palm Beach, FL
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Reid Family Foundation Auburn Hills, MI
Alpha Interventions Nashville, TN
Hillbilly Films Los Angeles, CA
Wynonna, Inc. (Wynonna Judd) Nashville, TN
Guitar Monkey Touring Nashville, TN
Music Cares Nashville, TN
SFSP Nashville, TN
Hemophilia of Tennessee Nashville, TN
Cumberland Heights Nashville, TN
NAFA Atlanta, GA
NAIFA Nashville, TN
Livingston County
Intermediate School District, Howell MI
Ypsilanti School District Ypsilanti, MI
Howell Public Schools Howell, MI
Milan Public Schools Milan, MI
Omaha Public Schools Omaha, NE
Powell Public Schools Powell, WY
Tara Hall School Georgetown, SC
Navaho Tribal Council Chinle, AZ
Papago Tribal Council San Xavier, AZ
Chinle Health Services Chinle, AZ
Samaritan Counseling Center Lake Placid, NY
Oakland County Correctional System Milford, MI
Wayne State University Detroit, MI
Washtenaw Intermediate Schools Ann Arbor, MI
South Dakota State Correctional Facilities Rapid City, SD
South Dakota Army Reserves Rapid City, SD
Michigan Domestic Violence Coalition Lansing, MI
Tennessee Alcohol and Drug Abuse
Prevention Council Nashville, TN
Thomasson Counseling Center Vancouver, BC
Mason City Medical Professional
Development Group Mason City, IA
Center for Counseling & Consultation Great Bend, KS
Atlanta Women’s Network Atlanta, GA
Center for Integral Studies Boulder CO
Wyoming Governor’s Conference Cheyenne, WY
South Dakota Governor’s Conference Pierre, SD
University of Alabama Summer School Fayetteville, AL
Wyoming State Counselor’s Association
Convention Laramie, WY
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Healing Native Youth Convention Edmonton, Alberta, Canada
Michigan Governor’s Conference on
Drug Free Schools Lansing, MI
Clare Public Schools Clare, MI
Mid-State Substance Abuse Commission Clare, MI
Hemophilia Foundation of Michigan Ann Arbor, MI
Genesee Human Development Commission Flint, MI
Hay River Treatment Center, Edmonton Alberta, Canada
Tennessee State Rotary Convention Dickson, TN
Smith-Field Development Group Phoenix, AZ
Grant Family Foundation Auburn Hills, MI
(June 2018) Ultimate Listening Workshop based on the Pine Ridge Indian Reservation
(June 2018) Consult with a Lakota (Pine Ridge Indian Reservation) private company focused on
strategic planning and financial management
(June 2018) Ultimate Listening Workshop in Rapid City, SD
(May 2018) Ultimate Listening Workshop in Mineral Bluff, GA
(May 2018) Organized and facilitated meetings between a high net worth family and four
financial planners in Nashville, TN
(April 2018) Mortality Workshop in Celina, TN
(April 2018) Exquisite Listening® workshop to the Council of Michigan Foundations in
Midland, MI
(April 2018) Quarterly consultation with high net worth individual and family relative to
financial issues
(April 2018) Presented “Gifts from Neuroscience – Building Robust Resilient Client
Relationships” to the FPA of Middle Tennessee, Nashville, TN
(April 2018) Exquisite Listening® workshop in Atlanta GA
(March 2018) Exquisite Listening® workshop in Panama City, Panama
(February 2018) Seminar for Gates Scholars at Newnham College, Cambridge University,
Cambridge University, sponsored by the Bill and Melinda Gates Foundation, focused on
Experiential Listening
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(January 2018) Quarterly consultation with high net worth individual and family, relative to
family financial issues
(January 2018) Ultimate Listening Retreat, Kauai, HI
(January 2018) Consultation with clients who are members of a legacy rock and roll band and
their financial advisors. That relationship has continued to evolve and now includes monthly
meetings with the entire band and their 30-member staff.
(November 2017) Family Finances Workshop, for the University of Hawaii’s Shidler College of
Business – Honolulu, HI
(November 2017) Presentation, “Gifts from Neuroscience – Building Robust Resilient Client
Relationships” for The Legacy Company’s “Above the Line” Conference in Chicago, IL
(October 2017) Exquisite Listening® workshop for an international private corporation in Hilton
Head, NC
(October 2017) Onsite Workshop, Cumberland Furnace, TN – A three-day workshop designed to
provide enhanced communication skill development and mentoring for a group of national and
international CEO’s
(October 2017) Experiential Listening – Nashville, TN
(October 2017) FPA (Financial Planning Association) annual conference in Nashville, TN –
Presented “Gifts from Neuroscience – Building Robust Resilient Client Relationships” with a
book signing after the session
(September 2017) Ultimate Listening workshop in Glen Arbor, MI
(September 2017) Ultimate Listening workshop in Asheville, NC
(August 2017) Consulting with major national real estate developer on communication and
company visioning issues
(August 2017) Ultimate Listening workshop in Traverse City, MI
(August 2017) Exquisite Listening® Workshop in Auburn Hills, MI
(April 2011) “Experiential Therapy Training” Onsite Workshops, Nashville, TN
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(June 2011) “Staff Development Training” The Refuge Memphis, TN
(September 2011) “Trauma and the Brain” Onsite Workshops, Nashville, TN
(October 2011) “Experiential Therapy Training” Onsite Workshops, Nashville, TN
(February 2011) “Changing Financial Templates” O’Rear and Associates, Nashville, TN
(May 2011) “Financial Wellness” Illuminati - Antigua, Guatemala
(May 2011) “When logic leaves the room: How difficult financial decisions are really made, and
what we can do about it” National Association of Personal Financial Advisors International
Convention Keynote, Salt Lake City, UT
(June 2011) “Exquisite Communication” Illuminati - Antigua, Guatemala
(November 2010) “Healing Money Issues” Onsite Workshops, Cumberland Furnace, TN
(November 2010) “Mediating Trauma” Onsite Workshops Cumberland Furnace, TN
(November 2010) “Experiential Therapy Methods” B.J. Johns, Tampa, FL
(October 2010) “Client Compliance: We Have the Power” CFA Association, Nashville, TN
(September 2010) “Mind Over Money: What Counselors Need To Know About The Hidden
Brain And It’s Influence On Financial (And All Other) Behaviors”, Boston, MA
(September 2010) “Lessons From Charles Dickens” “Changing Financial Templates” Essentials
Annual Conference Philadelphia, PA
(September 2010) “What Is Financial Therapy?: Defining A Profession”; “Growing Pains: The
Future of Financial Therapy”, Financial Therapy Association Annual Conference, Manhattan,
KS
(August 2010) “Money Scripts: Belief Systems That Determine Our Financial Future” Jim
Houston Recovery Center, Austin, TX
(August 2010) “Stress: What It Is, What It Isn’t, And What We can Do About It” Williamson
County YMCA, Brentwood, TN
(July 2010) “Trauma: What It Is, What It Does, and What We Can Do About It”;
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(July 2010) “The Weird World Of Money: Understanding Our Financial Behaviors” O’Connoll
Consulting, Howell, MI
(July 2010) “Mind over Money: Transforming Your Client’s Relationship with Money”;
“Techniques for Dealing with Client’s Resistance to Change” NAPFA, Atlanta, GA
(July 2010) “Powering Up the Client Experience” Brain State Technologies Scottsdale, AZ
(April and September 2010) “Teaching Experiential Therapy Techniques”
Onsite Workshops, Cumberland Furnace, TN
(April 2010) “Embracing Change For a New Day” The Refuge, Nashville, TN
(November 2009) “The Financial Wisdom of Ebenezer Scrooge: Why Smart People Do Dumb
Things with Money” AFCPE Military Conference, US Defense Department, Scottsdale, AZ
(November 2009) “Trauma: It’s Connection to Our Financial Behaviors” Onsite Workshops,
Cumberland Furnace, TN
(October 2009) “The Financial Wisdom of Ebenezer Scrooge: Why Smart People Do Dumb
Things with Money” Alabama School Administrators Conference, Birmingham, AL
(October 2009) “Money: What Makes You Tick?” Quinn Financial Group, Nashville, TN
(October 2009) “Lessons from Charles Dickens: Changing Financial Templates” Essentials of
Family Business Conference, Dallas, TX
(October 2009) “Follow the Money: Identifying and Treating Financial Disorders”, National
Association of Interventionists, Nashville, TN
(August 2009) “Optimizing Client Opportunities”, Brain State Technologies, Scottsdale, AZ
(July 2009) “Trauma: What It Is and What We Can Do About It” Onsite Workshops,
Cumberland Furnace, TN
(June 2009) “NeuroFeedback: What It Is and What It Does” EMDR Association, Brentwood,
TN
(June 2009) “Trauma: What It Is, What It Does, and What We Can Do About It” Onsite
Workshops, Cumberland Furnace, TN
(June 2009) “Who’s Going to Bail Me Out?” Florida Family Law Association, Fort Myers, FL
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(May 2009) “Lessons from Charles Dickens: Changing Financial Templates”, Franklin BDC,
Franklin, TN
(May 2009) “Lessons from Charles Dickens: Helping Clients Change Financial Templates”,
University of Maryland, Annapolis, MD
(April 2009) “Shrink Wrapping Your Clients”, Financial Planners Association National Retreat,
Palm Springs, CA
(April 2009) “Healing Money Issues”, Five-Day ABC/Onsite Workshops, Nashville, TN
(April 2009) “Money Issues That Kill”, Health Communications Interventions Conference, Santa
Fe, NM
(April 2009) “Trauma: What It Is and What We Can Do About It”, Tennessee Licensed
Professional Counselors, Nashville, TN
(April 2009) “Lessons from Charles Dickens: Changing Financial Templates” The Refuge
Counseling Center, Franklin, TN
(March 2009) “Financial Health” One-day workshop, Health Communications Interventions
Conference, Las Vegas, NV
(February 2009) “NeuroFeedback for the Treatment of Trauma” Institute for Brain Technology,
Nashville, TN
(January 2009) “The Treatment of Money Disorders” Two Day Workshop, The Refuge
Addiction Treatment Center, Orlando, FL
(November 2008) “The Psychology of Money” Guatemala University, Guatemala City,
Guatemala
(October 2008) “Protecting Professional Athletes from Financial Predators”, Panel Presentation
to Congressional Black Caucus Annual Legislative Conference
(October 2008) “Experiential Therapy Institute”, Cumberland Furnace, TN
(September 2008) "Protecting Professional Athletes from Financial Predators", hosted by
Congressmen Ed Towns and Gregory Meeks during the Congressional Black Caucus' Annual
Legislative Conference.
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(September 2008) “Spirituality Workshop” Rapid City, SD
(September 2008) “Changing Financial Templates” SASH National Conference, Boston, MA
(September 2008) “Changing Financial Templates” Northeast Conference on Addictions, Cape
Cod, MA
(August 2008) “Training Financial Planners” Klontz-Kahler Institute, Rapid City, SD
(August 2008) “Learning to Love Yourself” Onsite Workshops, Cumberland Furnace, TN
(July 2008) “Healing Money Issues” Onsite Workshops, Cumberland Furnace, TN
(June 2008) “What Every Financial Planner Should Know About the Human Brain” National
Financial Planners Association National Retreat, Fort Lauderdale, FL
(May 2008) “The Gift of Hemophilia” Hemophilia Association of Tennessee, Nashville, TN
(May 2008) “Changing Financial Templates” Health Communications Regional Conference,
Seattle, WA
(May 2008) “The Psychology of Money” Northern California Financial Planners Association,
San Francisco, CA
(May 2008) “Making Peace with Money” Music Cares, Nashville, TN
(April 2008) “Understanding Your Money Behaviors” Northeast Financial Planners Association,
Hartford, CT
(March 2008) “Changing Financial Templates” Health Communications Regional Conference,
Santa Fe, NM
(February 2008) “Learning to Love Yourself” Onsite Workshops, Cumberland Furnace, TN
(February 2008) “Experiential Therapy Training” Gestalt Institute of Columbus, Columbus, OH
(February 2008) “Healing Money Issues” Onsite Workshops, Cumberland Furnace, TN
(January 2008) “Understanding Money Behaviors” University School of Nashville, Nashville,
TN
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(January-June 2008) “Experiential Therapy Training” Babb Counseling Center, Goodlettsville,
TN
(January-December 2008) “Experiential Therapy Training” Nashville Psychotherapy Institute,
three training groups meeting once a month.
(November 2007) “Understanding Financial Behaviors” A one-day workshop Alta Mira
Treatment Center, San Francisco, CA
(November 2007) “Helping Clients Who Get Stuck” South Region of the National Association
of Professional Financial Planners, Nashville, TN
(November 2007) “The Financial Wisdom of Ebenezer Scrooge: Transforming Your Client’s
Relationship with Money” Wisconsin Financial Planners Association, Milwaukee, WI
(October 2007) “Change Technology: What Works and What Doesn’t” A two-day workshop
Tennessee Donor Services, Nashville, TN
(October 2007) A five-day workshop, OPSA, Guatemala City, Guatemala
(September 2007) “Changing Client’s Financial Template” Society for the Advancement of
Sexual Health National Conference, Las Vegas, NV
(September 2007) “Helping Clients Who Get Stuck in the Change Process” Southern California
Financial Planners Association, Los Angeles, CA
(September 2007) “Changing the Financial Template” National Association Of Forensic
Counselors National Convention, Las Vegas, NV
(September 2007) “The Financial Wisdom of Ebenezer Scrooge: Changing Your Client’s
Relationship with Money” Financial Planners Association National Conference, Seattle, WA
(September 2007) “Changing the Financial Template: Helping Your Client Change Their Money
Behavior” National Association of Drug and Alcohol Counselors National Conference,
Nashville, TN
(August 2007) “Helping Clients Who Get Stuck” Kahler Financial Group”, Rapid City, SD
(August 2007) “Money and Therapy” Nashville Psychotherapy Institute Nashville, TN
(June 2007) “Learning to Love Yourself” A five-day workshop OPSA, Guatemala City,
Guatemala
Page 20
(March 2007) “Communicating With Your Loved One”, Unity Church, Denver, CO
(March 2007) “Discovering Your Money Quotient”, Aim House, Boulder, CO
(March 2007) “Examining Your Self-Defeating Money Behaviors”, The Recovery Ranch,
Nunnelly, TN
(February 2007) “Implications of the Far Right: Side of the Brain”, Nazrudin National Group,
Denver, CO
(February 2007) “Changing the Financial Template: Changing Financial Behaviors for Good”
IITAP Symposium, Scottsdale, AZ
(February 2007) “Helping Clients Get Unstuck” Nazrudin Study Group, A one-day workshop,
Nashville, TN
(February 2007) “Money and Forgiveness” Nashville Christian Counselors Association A one-
day workshop
(January 2007) “Money and You”, Nashville Women’s Business Club, Nashville, TN
(January 2007), “When Financial Consultant Gets Stuck: What Helps and What Doesn’t”, Klass
Financial Group, Naples, FL
(November 2007) “Experiential Therapy Workshop”, Guatemala City, Guatemala
(October 2006) A one-day training for Hammel Financial Group, Nashville, TN
(October 2006) “Money Matters”, presentation to the Employee Assistance Program’s National
Conference, Nashville, TN
(September 2006) “Experiential Therapy Training”, Lake Orion, MI
(May 2006) “Changing Financial Behaviors” A weekend workshop presented to the Council of
Michigan Foundations, Gaylord, MI
(May 2006) “Helping People Change” A presentation for participants at the international “Be the
Change” conference in London, England
(June and November 2006) “Learning to Love Yourself” Two four-day workshops, Guatemala
City, Guatemala
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(November 2006) “Helping People Change Their Financial Behaviors” A presentation to the
International Financial Planners Conference, Nashville, TN
(October 2006) “Helping Change Financial Behaviors”. A one-day workshop for the Unity
Church, Denver, CO
(November 2005) “The Spiritual Wisdom of Ebenezer Scrooge” A presentation made at the
Health Communications Conference on Spirituality, Santa Monica, CA
(November 2005) “Fire in the Family”; “The Dynamics of Relationships” Two presentations
given to the Second Annual Central American Meeting of Codependents Anonymous,
Guatemala City, Guatemala
(June 2005) “Financial Planner – Therapist Interface; “Effecting Client Change”; “Family
Dynamics” Three presentations for professionals at The National Financial Planners
Association’s annual retreat, Tarpon Springs, FL
(February 2005) “Letting Go: The Ultimate Act of Forgiveness”; “Second Chances: Back From
Betrayal” Two presentations for professionals in Las Vegas, NV at the “Ninth Renewal
Convention on Adult Children, Recovery and Trauma sponsored by Health Communications,
Deerfield Beach, FL
(November 2004) “Treating Sexual Addiction”; “The Financial Wisdom of Ebenezer Scrooge:
The Treatment of Money Dysfunction” Two conference presentations for professionals at
“Reclaiming, Championing, and Healing Your Inner Child” Conference sponsored by the
Sarasota Memorial Health Care System and the Bayside Center for Behavioral Health, Sarasota,
FL
(September 2004) “What’s Money Got To Do With It?”; “Letting Go: The Ultimate Act of
Forgiveness” Two presentations and a one day, pre-conference, workshop for professionals, at
the “Tenth Annual Counseling Skills Conference” sponsored by Health Communications,
Deerfield Beach, Florida, held in Las Vegas, NV
(August 2004) “A Visit from Jacob Marley: Looking at Your Relationship With Money” A
presentation for 25 members of the general public sponsored by Kahler Financial Group, Rapid
City, SD
(August, November 2004, March 2005) Experiential Therapy; “Working With Money Issues
with Your Clients” Three half-day day workshops for 20 counselors sponsored by Cumberland
Heights Treatment Center, Nashville, TN
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(June 2004) “Working with Money Dysfunction” A presentation to 100 professional counselors
sponsored by the Nashville Psychotherapy Institute, Nashville, TN.
(June 2004 & 2005) “Hemophilia, One Man’s Journey”; “Supporting the HIV Client, Friends,
and Families” “If you Love someone: Helping People Help Themselves”; “Turning the Curse
into a Blessing” Five presentations at the state convention for 150 consumers, clients and
professionals, for the Tennessee Hemophilia Foundation held in Gatlinburg and Nashville, TN
(March 2004) “What’s Money Got To Do With It?” A presentation for 150 Counselors at the
Fourth Annual National Conference on Anger and Trauma for Health Communications,
Deerfield Beach, FL held in Las Vegas NV
(March 2004) “Understanding How People Change” A presentation for 100 financial planners,
and mental health providers at the 14th annual conference of the Nazrudin Project, a professional
organization of financial planners, held in Estes Park, CO
(January-December 2004) “Decathexsis and Coupleship”; “Forgiveness and Affirmations”;
“Family Systems” 36 presentations for a total of 500 participants at 18 workshops sponsored by
Onsite Workshops located in Cumberland Furnace, TN
(January-December 2004) “Family Systems”; “Taking Care of Yourself” Six presentations for a
total of 200 participants at three training workshops for members of the Tennessee Sheriff’s
Association, sponsored by the Law Enforcement Assistance Program (LEAP) located in
Nashville, TN
(September 2004) “Strategic Planning” A two-day, all-staff workshop for 45 participants for A
Place Called Home, a social work agency located in Los Angeles, CA
(1992-2005) “Experiential Therapy Training” A four-day training for Counselors for Onsite
Workshops in Nashville, TN, Lake Orion, MI and Guatemala City, Guatemala
(June 1996-2005) ‘Learning to Love Yourself Workshop” “Experiential Therapy Training
Workshop” A five-day workshop for 60 participants for OPSA, located and held in Guatemala
City, Guatemala
(May 2004) “Experiential Therapy Training” A half day training for 25 Counselors for Cleek
Mental Health Services located in Nashville, TN
(1999-2006) “Strategic Planning” A day-long consultation for 10 members of a New Jersey
Young President’s Forum, held in Miami Beach, FL
Page 23
REFERENCES
Gary Borman
Borman Entertainment
4322 Harding Pike, Suite 429
Nashville, TN 37205
615-320-3000
fax: 615-320-3001
Julie Cummings
622 North Flagler Drive #1103
West Palm Beach FL. 33401
646-460-0650
Dr. Thomas Connor
13000 Shelbourne
Carmel, Indiana 46037
317-873-5341
Gerald Doochin
4411 Tyne
Nashville, TN 37215
615-797-9000
Mary Ann McCready
Flood, Bumstead, McCready and McCarthy
Nashville, TN
615-329-9902
Jamie Cheek
Flood, Bumstead, McCready and McCarthy
Nashville, TN
(615) 329-9902
