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33 Blog Posts
Economic Mobility Good for Business and Society
Apr 08, 2021

I recently had the privilege of holding the second fireside chat in The College’s Inspiring Leaders in Philanthropy web series with Scott Davison, CLU®, ChFC®, OneAmerica Chairman, President, and CEO, and Tony Mason, President and CEO of the Indianapolis Urban League.

Informing Philanthropy During Crisis
Mar 22, 2021

The American College of Financial Services’ Chartered Advisor in Philanthropy® (CAP®) is our fastest growing professional designation program – engaging financial professionals, gift planners, community and private foundation leaders, back office professionals, and social entrepreneurs in a robust educational curriculum that delivers the strategies and skills needed to advise clients on charitable giving and guide charitable organizations in their fundraising efforts.

The American College of Financial Services 2020 President's Report
Mar 03, 2021

In putting together the 2020 President’s Report, The American College of Financial Services' writers, designers, and editors crafted a theme that perfectly encapsulates the year just past. Because of our students, alumni, donors, volunteers, Board of Trustees, faculty, staff, and leadership, The American College of Financial Services shined our light in a year of darkness.

Black History Month The American College Center for Economic Empowerment and Equality
Feb 08, 2021

Before the history of Black America started being chronicled throughout the month of February, historian Carter G. Woodson and the Association for the Study of Negro Life and History announced the second week in February Negro History Week – coinciding with the birthdays of Abraham Lincoln (February 12) and Frederick Douglas (February 19).

Aside from my attraction to history, the payoff from this framing comes in Woodson’s profound words at the time of Negro History Week’s launch in 1926, when he said, “If a race has no history, it has no worthwhile tradition, it becomes a negligible factor in the thought of the world.”

Artificial Intelligence in Wealth Management Practice
Jan 25, 2021

When it comes to technology, it’s no surprise that financial services proceeds with caution. Decisions are made while thinking of the impact on multiple stakeholders, weighing compliance and regulatory risks, and assessing the significance on operational efficiency and client relationships. This multi-layered process takes time, but the process of implementing artificial intelligence (AI) will actually have a pronounced domino effect on how other decisions are made in the future: portfolio management, new hire onboarding, trading requests, and more.

The American College of Financial Services Financial Education 2021
Jan 04, 2021

We can't move forward unless we first look back, no matter how eager we are to turn the page. COVID-19 has changed us - but it hasn't impacted our resolve to benefit society.

COVID e-learning financial knowledge
Dec 28, 2020

COVID was, is, and forever will be an education game-changer. A once-in-a-century, contagious, deadly virus has and will continue to force educators and administrators to think differently about the delivery of knowledge and education.

financial knowledge and education programs
Dec 21, 2020

If you aren't moving forward, you're sitting still. The American College of Financial Services is always innovating to meet the financial knowledge needs of financial services professionals and society. It's in our DNA; it's in our mission; and in 2020, we set the foundation for exciting ventures ahead.