mind
Episode 89 — Margaritas with Marguerita: Meet Michael Hakerem, founder of Empowered Portfolios® and Glenwood Financial Partners
The importance of being a client advocate
April 4, 2023: Meet Dr. Victoria Brown, president of USDLA’s Florida Chapter
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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"
Episode 7: Meet Transformational Leader Jennifer Williams, Executive Director, Take Action Global
Get Ready for Change – Instructional Design Practices Through Meaningful Uses of Technology
April 2023: Stephen J. Ksiazek, MD, FACC, cardiologist at Lehigh Valley Health Network — voted Most Likely to Succeed!
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March 28, 2023: Learn to “Teach Boldly” with Transformational Leader Jennifer Williams
Teach Boldly: Using Edtech for Social Good
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?
March 14, 2023: Tricks, Tips, and Sure-Fire Teaching Strategies from USDLA’s Errol Craig Sull
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March 7, 2023: Discover how Waldorf University is maximizing the power of Freedom Writers
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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.
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"
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
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?
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.
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
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?
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?
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.
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
Jan. 15, 2023 — EduAlliance presents: Higher Ed Without Borders featuring Dr. Stefanie Niles, president, Cottey College
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Jan. 17, 2023: USDLA Partner Spotlight is on Yamaha Unified Communications
Meet Tatsuya Umeo, CEO of Yamaha Unified Communications
“The China Connection: A Novel,” by Timothy Trainer
It’s a year after Hong Kong reverted to China. Aaron and Kellie’s dual-purpose Hong Kong trip for business and pleasure descends into chaos when Kellie fails to deliver the blueprint Chinese entrepreneurs seek in hopes of greater riches in the U.S. market. What happens next?
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
Jan. 13: Mark your calendar for these upcoming free webinars!
USDLA is looking forward to hearing from you!
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.
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
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
January 2023: Don’t miss episode 4 of Money Mountaineering with Peter Neuwirth features David Scharf, president-elect, Conference of Consulting Actuaries (CCA)
What is the Conference of Consulting Actuaries?
Episode 74 — Please join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Kleo Curry, CFP®, Chartered Retirement Planning CounselorSM
December 30, 2023 — Finish 2022 up right with this week's episode of Margaritas with Marguerita Cheng, CFP® Pro! You'll meet Kleo Curry, CFP®, Chartered Retirement Planning CounselorSM who teaches us about "Women on Purpose: Money talk guides to commonly avoided conversations."
USDLA Webinars 2022: From “Ways to Flip Zoom to Engage Your Team” to “How Watching (Lots of) Television Helped Me in Instructional Design,” this year’s webinars were educational — and entertaining!
With 2022 almost behind us, we want to thank the presenters who have shared their time and recourses during our USDLA Free Friday Webinar series
Dec. 27, 2022: Webinars 2023 + Updates from our Sponsors
Three upcoming USDLA Free Friday Webinars you won't want to miss in January 2023
Episode 73 — Please join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — College funding specialist Brad Baldridge
Learn about the Top 10 College Planning Mistakes — and how to avoid them!
Dec. 13, 2022: Dr. Shana Garrett explains the Higher Ed Enrollment Cliff
College enrollment projections anticipate numbers to plummet by more than 15% after 2025. How will high education institutions handle it?
December 6, 2022: The USDLA Spotlight is on our 2022 Sponsors
A note from Pat Cassella, executive director US Distance Learning Association (USDLA)
USDLA Gold-level sponsor: Verizon
Technology is key to the education evolution
USDLA Gold-level sponsor: TEDU
TEDU’s Learning Support System centralizes your academic support offerings into one student and administrative-facing platform, increasing accessibility, participation, and data while substantially reducing program facilitation costs by improving efficiency
USDLA Gold-level sponsor: Tennessee State University
This comprehensive, urban, co-educational, land-grant university offering undergraduate, graduate, and doctoral degrees. It is designated as a "high research" institution.
USDLA Gold-level sponsor: Poly.com
Poly’s professional-grade video, phone, and headset solutions offer new and improved interactions with students and colleagues. As classrooms continue to evolve — so do Poly classroom solutions.
USDLA Gold-level sponsor: JDL Horizons
Thomas Lapping, CEO, says: “Our team brings decades of experience in education and technology to provide products and services that benefit the K-12 education market. Our goal is to use the power of video to enhance community relationships and communication and to enhance teaching and learning through engaging and productive learning experiences. We always go the extra mile to help our clients because your results truly matter to us.”
USDLA Gold-level sponsor: Instructure — The Makers of Canvas
Learn about an education technology company with a mission to elevate student success, amplify the power of teaching, and inspire everyone to learn together.
USDLA Gold-level sponsor: D2L
D2L is a global learning innovation company helping organizations reshape the future of education and work. We’re leading the way into the era of personalized learning, driven by the belief that everyone deserves access to high-quality education, regardless of their age, ability, or location.
December 2022: Join us for Episode 3 of Money Mountaineering with Peter Neuwirth: Meet our guest — Mary Jo Lafaye, a licensed Home Equity Retirement Income (HECM) specialist with Mutual of Omaha Mortgage
Understanding Reverse Mortgages
Nov. 29, 2022: National Distance Learning Week Recap — Join us!
If you missed NDLW this month or want to re-watch the sessions, this is your chance!
Discovering My Wings: How Reiki helped me write a book, reinvent my psychotherapy business, and help others do the same
Let’s just say my life hasn’t gone as planned.
Episode 69 — Today on Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Jason Friedman, founder and CEO of AdvisorFinder
7 Easy Ways to Improve Your Client Onboarding Process
Nov. 22, 2022: Happy Thanksgiving! This week we shine a light on USDLA’s Member of the Month — David Stein
USDLA Member David Stein says, "As an individual and state chapter leader, my USDLA membership helped me become organized and understand what traits are most important to create a strong state chapter."
Month 5: Understanding and Overcoming Obstacles, Start Before You Are Ready!
In month 5 of your 6-month adventure into accomplishing your goal and dream, we take a step back so you can see what you have accomplished to date.
