Our Speakers

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Keynote

Jackie Morgan, Federal Reserve Bank of Atlanta - Nashville Branch

Jackie Morgan, Outreach Senior Advisor at the Federal Reserve Bank of Atlanta – Nashville Branch, is recognized as an established communicator and proven leader in economic and financial education strategy, policy, development, and training.

She has been appointed to Middle Tennessee State University Jones College of Business Dean’s Advisory Board, MTSU Economics and Finance Advisory Board, the Tennessee Financial Literacy Commission, the National Business Education Association Economics and Personal Finance Education Committee, and the Nashville Economic Inclusion Advisory Committee. She also serves as board member and previous 3-year president of the Tennessee Jump$tart Coalition for Personal Financial Literacy, which was recognized by National Jump$tart as the State Coalition of the Year under her leadership. 

Morgan received the Federal Reserve Bank of Atlanta President’s Award for Excellence, the Middle Tennessee State University True Blue Citation of Distinction – Achievement in Education, the MTSU Jones College of Business Exemplar Award, and the RUTHERFORD Cable Spirit of Leadership Award.  Morgan currently serves as President of RUTHERFORD Cable, the premier women’s leadership group in Middle Tennessee. She has been recognized with the Nashville Emerging Leader Award for Education and was named a “Top 40 Under 40” leader by the Nashville Business Journal. 

Morgan has a Master’s Degree in Business Education from Middle Tennessee State University and Bachelor’s Degrees in Public Relations and Agricultural Business & Economics from Colorado State University.

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Panelists

Myriam Quispe-Agnoli, Ph.D.

Dr. Quispe-Agnoli is an Associate Professor of Economics at Mercer University in Atlanta. She earned her Ph.D. in Economics from the University of North Carolina at Chapel Hill and her M.A. in Economics from Vanderbilt University. Before returning to academia, Dr. Quispe-Agnoli worked as a Research Economist and Assistant Policy Adviser at the Federal Reserve Bank of Atlanta for fifteen years. Dr, Quispe-Agnoli, a native from Lima, Peru, has worked in the Corporation for Financial Development (COFIDE) for several years and was an intern at the Central Bank of Peru. She was also a faculty member of the Economics Department at the Pontifical Catholic University of Peru, her undergraduate alma mater. 

At Mercer University, Dr. Quispe-Agnoli teaches courses in economics and in Business Analytics. She also serves as the Director of the MS Business Analytics Program. In Spring 2020, she received Mercer’s Distinguished Faculty Award for the School of Business. Her research fields are international economics, open macroeconomics, and economic development. Her current research interests include economic impact of immigration, small business financing, unemployment and underemployment, and the impact of financial architecture on community and economic development.

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Michell Bosch, City of Nashville and Davidson County

Michell Bosch is currently serving as the Treasurer for the City of Nashville and Davidson County. She has 20+ years working with the capital markets and managing capital structures. She has managed daily liquidity, budgets, investments, derivatives and debt in the for-profit and non-profit sectors in progressively advancing roles all focused on managing financial data to create results.

Michell is committed to continued education and volunteers at both the CFA Institute and the Association for Financial Professionals. Michell is currently a board member at the CFA Society Nashville and a member of the Nashville Rotary Club.

Michell earned a Bachelor of Science in finance and economics from the University of Massachusetts and holds an MBA from DeVry University. She is a Certified Treasury Professional and a Chartered Financial Analyst charter holder.

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Casey Galanti, Galanti Accounting

Casey Galanti is currently the owner and operator of Galanti Accounting, a fractional CFO advisory and accounting services firm. She holds a dual undergraduate degree in Economics & Finance from Loyola University Chicago, an MBA with a concentration in Accounting from the University of Illinois at Chicago, and a CPA license. Casey has a wide variety of professional experience in finance and accounting ranging from regulatory surveillance of clearinghouse members at CME Group to corporate insurance at Marsh, as well as being an advisor for small businesses based on her own experience of owning and operating two small businesses and working in public accounting at Little Fish Accounting.

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Christi Wann, Gary W. Rollins College of Business, UTC

Dr. Christi Wann is a Professor of Finance in the Department of Finance and Economics at the University of Tennessee at Chattanooga. She teaches courses in Investments, Personal Finance, Corporate Finance, and Small Business Finance.

Dr. Wann’s recent research focuses on differences in financial inclusion by disability type and the extra costs of having a child with a disability. She has also written on the subjects of financial literacy, family financial planning, corporate dividend policy, and behavioral finance. Her work has been published in top journals such as International Journal of Bank Marketing, Review of Behavioral Finance, Journal of Economics and Finance, Banking and Finance Review, and Journal of Family and Economics Issues.

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Claudia Williamson Kramer, Gary W. Rollins College of Business, UTC

Claudia Williamson Kramer is the Probasco Distinguished Chair of Free Enterprise and Professor of Economics at the University of Tennessee at Chattanooga. Her main research interests lie at the intersection of applied economic development and political economy. Claudia has authored over 50 articles in refereed journals, including the Journal of Law and Economics, World Development, Journal of Comparative Economics, Public Choice, and the Journal of Institutional Economics. She has co-edited two books, contributed multiple chapters to edited books, written book reviews, and policy briefs. Her research has also appeared in popular press outlets, such as The Economist and the BBC. 

Claudia currently serves as an editor for the Journal of Institutional Economics, on the editorial board of Public Choice, on the board of trustees for the Southern Economic Association, and on the board of fellows for the Institute of American Civics at the University of Tennessee. She  served as the 2022-2023 President of the Association of Private Enterprise Education (APEE) and has served on the U.S. Commission on Civil Rights Mississippi Advisory Committee. Claudia is a native of West Virginia. She earned her B.B.A. in economics from Marshall University, summa cum laude and with University Honors. She completed her Ph.D. in economics at West Virginia University.

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Moderators

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Bento Lobo, PhD, CFA, Gary W. Rollins College of Business, UTC

Dr. Lobo is the UC Foundation and First Tennessee Bank Distinguished Professor of Finance in the Gary W. Rollins College of Business at the University of Tennessee-Chattanooga where he teaches courses at the senior undergraduate, MBA and Executive MBA levels. Dr. Lobo has a Ph.D. in Financial Economics, Masters degrees in Economics and Management Studies, and a B.A. in Economics. He is also a Chartered Financial Analyst (CFA). Dr. Lobo’s research has been published in reputed academic journals and presented at numerous domestic and international conferences.  He is currently the Department Head of Finance and Economics at UTC. Prior to joining academia, Dr. Lobo worked in investment banking in India and Singapore.

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Catherine Middleton, Gary W. Rollins College of Business, UTC

Catherine Middleton is a Senior Lecturer in the Department of Finance and Economics at the Rollins College of Business at UTC. She holds a BS in Economics and an MBA from UTC, and an M.A. in Economics from the University of Alabama. In addition to Introductory Theory courses, she teaches senior-level courses in the Economics of Sports and the Economics of Gender, Race, and Inequality. Prior to joining the faculty at UTC, she worked in the Financial Industry. She is a Chattanooga-native.

Our Partners:

• Federal Reserve Bank of Atlanta
• Financial Executives International
• Galanti Accounting
• The Trust Company of Tennessee
• Unum
• UTC Office of Access and Engagement
• UTC Probasco Chair of Free Enterprise

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