The Board of Pensions education program is staffed by a team of professional educators supported by faculty and guest presenters with expertise in at least one dimension of wholeness: spiritual, health, financial, or vocational.
The Education team develops, implements, and assesses the Board’s educational programs.
Vice President, Education
Lori is responsible for creating a consistent thematic vision for all education offerings and for strategic oversight of CREDO. From conferences to seminars and e-learning to webinars, these offerings are faithful to the Board’s A Theology of Benefits, support holistic well-being, and respond to the needs of the changing Church.
Lori has 30 years' experience in higher education, including 10 years in theological educational settings, and has served in pastoral positions in both congregational and campus ministry contexts. In addition to her role at the Board of Pensions, she serves as a frequent supply preacher. Lori has served on her presbytery’s leadership team, Commission on Ministry, and Permanent Judicial Commission.
She holds a bachelor's degree in psychology from Manchester College (now Manchester University); a Master of Arts in student personnel from Bowling Green State University, Ohio; and a Master of Divinity from Princeton Theological Seminary.
Director, Financial Education
Jacqueline is responsible for developing and presenting programs addressing the centrality of financial wholeness to our overall well-being, focusing on financial literacy, financial planning, and retirement readiness.
Jacqueline is a certified financial planner and a registered investment advisor with 30 years’ financial service experience in private banking and at accounting firms. She earned her Master of Business Administration in Finance from DePaul University, Chicago.
An elder at Sharon Presbyterian Church in Charlotte, North Carolina, she has served as moderator for the Finance Committee, Investment Committee, and Endowments Committee. She co-leads a planned giving initiative there as well, conducting quarterly seminars on leaving a financial legacy to the church.
Director, Education for Wholeness
Regina designs education programs aligned with the Board of Pensions’ mission, vision, and values, with a focus on the wholeness of all plan members. Coalescing her ministry and education backgrounds, she develops and presents educational content that integrates A Theology of Benefits and promotes the intersection of financial well-being with spiritual, health, and vocational well-being.
Regina is experienced in learning and development through teaching (secondary and college levels), facilitation, curriculum design, and program development. She has served in both pastoral and church ministry leadership roles for more than 25 years. Currently, she serves on the ministerial team at Faith A.M.E. Mission, Woodbridge, Virginia.
Regina earned both her Bachelor of Arts and Master of Divinity degrees from Duke University and a Doctor of Philosophy in education (curriculum and instruction) from the University of Denver. She is an itinerant elder in the African Methodist Episcopal Church.
To serve more members, other educators, including Board of Pensions Church Consultants help deliver seminars throughout the country. CREDO also retains an extensive faculty with expertise in different aspects of wholeness.
Seminars, Well-Being Retreat workshops, and webinars often include presenters and content co-creators who have expertise in the relevant subject matter.