Expand Your Opportunities

As we roll out this year’s report, I’m also excited to introduce Carol Parlin Prushan, our new senior vice president of advancement and alumni relations. Under her leadership, we’re renewing our focus to expand The College’s impact on our communities.

The Rule of Threes

This year’s President’s Report is a great opportunity to learn more about the impactful initiatives tied to our three strategic focus areas.

1. Specialized Knowledge: 

The Innovating for Impact article shows how The College is developing new programs on sought-after topics. This includes a sneak peek at how we’re building the #1 most-requested program you’ve been asking about—plus a way to get on our waitlist for it.

“Successful, continuous improvement is the cornerstone of a strong academic institution. And that will always require assessing existing programs for relevancy and quality, and then adapting as needed. The evolution of the financial services industry also necessitates the updates of existing, and development of new programs—a process that itself benefits from recent innovation.”

2. Representation: 

The Purple Walls article examines how we support new and diverse talent in the financial profession broadly–and right here at The College. You’ll see powerful demographics and equally powerful programs, with testimonials about what’s working today.

Sneak peek: Ultimately, The American College of Financial Services is seeking to shape the financial services industry into a more representative sample of the Americans served by the industry. Through scholarships, events, programs, and thought leadership, we are undertaking a mission that will benefit not only the individuals and companies that make up the financial services industry, but current and prospective clients as well.

3. Retirement Planning: 

The Reimagining Retirement Planning article features The College’s latest thought leadership on a topic of growing importance to your clients. Find out how we’re helping financial professionals reach consumers with robust applied retirement planning knowledge as the Baby Boomer retirement wave rises.

“In survey after survey over the past two years, our thought leaders have consistently found financial professionals, advisors, and even the general public want more retirement planning knowledge to prepare for the challenges and changing landscapes of markets, money, and regulations.”

(Read more about our strategic priorities.)

Measurable, Memorable, and Motivating

We’ve focused on what is measurable, letting the data tell the story wherever possible. And you’ll also find other moving and memorable stories, including a tribute to a dedicated alumnus – a professional whose life reflected a commitment to financial services and whose dedication to The College made a difference for generations to follow. We hope you’ll find all of the articles motivating as you think about your relationship with The College in the years to come.

And be sure to check out the listings of all our volunteers and look for yourself, your friends, and your colleagues among the photos from past events!

On behalf of our faculty and professional staff, I invite you to get your copy, share it with your network, and expand your opportunities.

Please enjoy the report—with our thanks for your support!

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