Rebecca Smith, Director of Strategic Initiatives, leads The Financial Clinic’s Business-to-Business (B2B) services. She manages the customization and integration of the Clinic’s financial development framework providing quality capacity building services including training, technical assistance and continuous quality improvement support to other organizations, entities, and sectors nationally. She has presented at various forums and conferences including New York State Community Action Association’s Poverty Symposium and the Department of Health and Human Services Head Start’s Asset Summit. Ms. Smith joined the Clinic in early 2008 as part of United Way of NYC’s MoneyUP Initiative to bring financial coaching and free tax preparation to working poor families, where she later ran a VITA site. Since joining Clinic, Ms. Smith successfully led the establishment of the Clinic’s Financial Empowerment Center, with the New York City Department of Consumer Affairs’ Office of Financial Empowerment. She drew on her previous experience as a financial planner for the Ayco Company, a subsidiary of Goldman Sachs, where she provided counseling to corporate executives and their families through investment, retirement, tax, education, and estate planning advice. There she obtained her Series 7 and Series 66 licenses. Rebecca graduated with honors from Rutgers University where she earned her B.S. in Finance and B.A. in Communication.