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April 18, 2023: Meet Four USDLA National Conference Speakers
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Episode 90 — This week on Margaritas with Marguerita: “The Great American Baking Show” contestant, entrepreneur and master baker Rose Bakewell, is our star on this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro
Pastry Chef and Entrepreneur Rose Bakewell is bringing British cream tea to America body
April 11, 2023: Meet Tom Capone, founder, TAC-USA
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Episode 89 — Margaritas with Marguerita: Meet Michael Hakerem, founder of Empowered Portfolios® and Glenwood Financial Partners
The importance of being a client advocate mind
April 4, 2023: Meet Dr. Victoria Brown, president of USDLA’s Florida Chapter
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“From Emancipation to COVID-19” California educator Suzie Love offers kids a history lesson they won’t forget
We’ve Come This Far by Faith: The Evolution of Black Education welcome
April 2023: Episode 7 of Money Mountaineering with Peter Neuwirth features bestselling author Annie Duke taking about her new book, “Quit”
Learn to master the art of "when to hold ‘em and when to fold ‘em" mind
Episode 7: Meet Transformational Leader Jennifer Williams, Executive Director, Take Action Global
Get Ready for Change – Instructional Design Practices Through Meaningful Uses of Technology mind
April 2023: Stephen J. Ksiazek, MD, FACC, cardiologist at Lehigh Valley Health Network — voted Most Likely to Succeed!
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Episode 88 — Margaritas with Marguerita: Meet HR expert Michelle Aronson and learn how to build a better workplace
Be a better leader. Build a better workplace. HR Expert Michelle Aronson teaches us how. spirit
March 28, 2023: Learn to “Teach Boldly” with Transformational Leader Jennifer Williams
Teach Boldly: Using Edtech for Social Good mind
Episode 87 — Margaritas with Marguerita Cheng, CFP® Pro — Meet Dr. Megan McCoy, a researcher who explores the psychology of financial planning
Money Smarts: Megan's research interests focus on financial therapy, financial well-being, financial communication, diversity, equity, and inclusion. spirit
March 21, 2023: 2023 National Conference Schedule is Live!
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Episode 86 — Margaritas with Marguerita Cheng, CFP® Pro: Learn from Financial Coach Linda Lingo, CPA, on this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro
What is money EQ? mind
March 14, 2023: Tricks, Tips, and Sure-Fire Teaching Strategies from USDLA’s Errol Craig Sull
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Episode 85 — Margaritas with Marguerita Cheng, CFP® Pro: Meet Eugenie George, the author of “Our Money Stories”
What's your money story? spirit
March 7, 2023: Discover how Waldorf University is maximizing the power of Freedom Writers
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Episode 84 — This week’s episode on Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Thao Truong, CFP®, client manager at Morton Wealth
Today's Topic: Herself by Morton, an initiative that provides women with free networking opportunities and financial education resources Uncategorized
Episode 83 — This week on Margaritas with Marguerita: Meet Fiona Simon who went “Gambling on Granola” and found unexpected gifts on the path of entrepreneurship
Get Ready to Go "Gambling on Granola" we're all heart
March 2023: Staci Schwartz — children’s book author and bullying prevention activist, former geriatric physiatrist, wife, mom
Staci shares: "For the past 20 years, I have worked as an educational consultant for children’s bullying prevention and have performed interactive readings and bullying prevention workshops for children in elementary schools, after-school programs, and religious institutions." spirit
Episode 6: Authors Kate Colbert and Joe Sallustio talk about the hottest book to hit higher ed, “Commencement”
Commencement debuted as Amazon’s #1 New Release in the higher-education administration category and remains atop several category bestseller lists. mind
March 2023: Episode 6 of Money Mountaineering with Peter Neuwirth features Marguerita Cheng, CFP® Pro
Check out Marguerita's latest book, "Diary of a CFP® Pro" mind
Feb. 28, 2023: Join us for the March episode of the Distance Learning Roundtable where you’ll meet Kate Colbert and Joe Sallustio, who will be speaking at USDLA’s National Conference in Orlando, July 17-20
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Episode 82 — Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest, Tony Steuer, a champion for financial wellness and financial inclusion
Championing financial wellness and financial inclusion mind
Feb. 21, 2023: K-12 expert Dr. Peter Noonan, Superintendent of the Falls Church City Public Schools in Northern VA, will be speaking at the National Distance Learning Conference in July
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Episode 81 — Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Claudia Porter, CFP®, Personal Economic Advisor Financial Reserve
What is the value of an economic advisor? mind
Feb. 15, 2023 — EduAlliance presents: Higher Ed Without Borders featuring Dr. Janelle Vanasse, president, Alaska Pacific University
"Scholarship and leadership are enhanced when influenced by our authentic selves," believes Dr. Janelle Vanasse. mind
Feb. 14, 2023: 14 Ways to Share the Love from USDLA
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Episode 80 — Personal Empowerment Coach Tandy Pryor stars today on Margaritas with Marguerita Cheng, CFP® Pro
Are you ready to own your power? spirit
Feb. 1, 2023 — EduAlliance presents: Higher Ed Without Borders featuring Ryan Smith, president of the University of Rio Grande and Rio Grande Community College
Ryan Smith became a college president in 2019 after spending the first 23 years of his career working as a financial advisor. In 2007 he was elected to the Gallipolis City School board, and in 2012 he won the election to be State Representative for the 93rd District of Ohio spirit
Feb. 7, 2023: Call for Awards — Extended
Submit your award application today! Uncategorized
Episode 79 — This week on Margaritas with Marguerita Cheng, CFP® Pro meet Shannon Baker, podcaster and business strategist
Mind Your Time — How purpose-driven women with online businesses can be more intentional with their time mind
February 2023: Scott Turri, practicing artist, arts writer, and Teaching Associate Professor at the University of Pittsburgh in the Studio Art Department
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February 2023: Learning to ask for help 💛
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Episode 5: Dr. Peter Noonan, superintendent Falls Church City Public Schools, VA, talks about the future of K-12 learning on the Distance Learning Roundtable
How K-12 educators dealt with the pandemic and what the future of learning looks like for America's superintendents spirit
February 2023: Episode 5 of Money Mountaineering with Peter Neuwirth features Steve Vernon, F.S.A., president of Rest-of-Life Communications
Exactly what is longevity risk, and how can people prepare themselves for a long retirement? mind
Jan. 31, 2023: Registration is now open for the 2023 National Conference July 17-20
Become part of the USDLA family: Wyndham Orlando Resort spirit
Episode 78 — Don’t miss this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Jeannie Dougherty, money expert and mental fitness strategist
What are some of the biggest money mistakes individuals and couples make? mind
Jan. 24, 2023: Meet our USDLA sponsor — IpX, the Institute for Process Excellence
Joseph Anderson (pictured here) is the President of IpX and was instrumental in building the True North Enterprise Calibration™ model. mind
Episode 77 — Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Pamela Jackson Sams, a strong voice in personal finance for women
The importance of providing financial advice to women mind
Jan. 15, 2023 — EduAlliance presents: Higher Ed Without Borders featuring Dr. Stefanie Niles, president, Cottey College
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Episode 76 — Margaritas with Marguerita Cheng, CFP® Pro: Meet Carol Cho, CLU®, ChFC®, who is obsessed with helping her clients unravel and demystify financial planning through education
Mastering the art of financial planning spirit
Jan. 17, 2023: USDLA Partner Spotlight is on Yamaha Unified Communications
Meet Tatsuya Umeo, CEO of Yamaha Unified Communications mind
Jan. 1, 2023 — EduAlliance presents: Higher Ed Without Borders featuring Dr. Barry Ryan, President of Woodbury University
Meet Dr. Barry Ryan, President of Woodbury University mind
Jan. 13: Mark your calendar for these upcoming free webinars!
USDLA is looking forward to hearing from you! mind
Jan. 10, 2023: You are invited to be part of our July 2023 National Conference
This month, we opened the Call for Proposals and are eager for you to share your expertise with like-minded educators. mind
Episode 75 — Please join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — John O’Connell, author, “Rise of the Activist Investor”
Sustainable investing and the rise of the activist investor featuring author John O'Connell mind
January 2023: In Memoriam of Weatta Frazier-Collins
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Mark your calendar for Jan. 6, 1 PM Eastern: Don’t miss the first USDLA Free Friday Webinar of 2023!
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Jan. 3, 2023: Call for Proposals USDLA National Conference
our July 2023 National Conference is taking shape and we have opened up the Call for Proposals mind