For a limited time, when you purchase any course from Goodwin College’s Online Professional Development Course catalog, you’ll receive the online, self-paced course, Speak With Confidence for free! The link to access Speak with Confidence will be included in your course confirmation email that you receive 24-48 hours after registration.
These days, project management is multidimensional depending on the project, industry, and team. Drexel University’s, Goodwin College of Professional Studies offers online agile project management courses to teach the principles of Agile Project Management—an iterative, skimmed-down approach to project management for teams that must move quickly. Add this method to your project management toolbox to be even more marketable to businesses and valued within your organization.
>The following online agile project management training courses can be taken individually or in the bundle certificate package at a discounted rate:
Learn the basic methodologies, practices and key concepts of Agile and explore, through case studies, many of the common challenges of working on an Agile team.
Understand the key concepts and principles that form the foundation of Agile project management as well as the nuances of leading and working with Agile teams.
If you already have some Agile experience, you can prepare for the Project Management Institute®'s Agile Certified Practitioner (PMI-ACP)® exam with a review of the key tools, techniques and strategies that PMI® has listed as important for Agile practitioners to understand to achieve their certification.
Assess your readiness to take the Project Management Institute®'s Agile Certified Practitioner (PMI-ACP)® Exam with two 120-question practice tests, which cover the information in the current PMI® Agile studying list.
Test your understanding of Agile practices through 20 short case studies pulled from real-world experiences.
Recognize and resolve many of the common integration issues that emerge when Agile and Waterfall methodologies are combined.
Agile Course Catalog
Lean Six Sigma Yellow Belt Certification
Drexel University’s Yellow Belt Course (SSCE 9105) provides participants with a fundamental understanding of the Operational Excellence approach to process improvement and Lean Six Sigma methodology by focusing on Lean tools.
Classes will be held on campus.
Date: Thursday, December 15 and Friday, December 16, 2022
Time: 9:00 a.m. - 4:00 p.m.
Yellow Belt is for professionals who have some familiarity with Lean Six Sigma methodologies and are experienced project and process managers. Yellow Belt provides a foundation for those interested in gaining more complex Lean Six Sigma training in Green and Black Belt. At the core of Yellow Belt is understanding the Define, Measure, Analyze, Boost and Control (DMAIC) phases of your team's processes.
Through the Six Sigma Yellow Belt course, participants can expect to:
This 14-hour online course will teach prospective Yellow Belts Lean-based terminology, tools and methodology through a hands-on process improvement simulation, providing the experience needed to earn the Yellow Belt Lean Six Sigma certification. Yellow Belt is the first step on your path to Green Belt and Black Belt certification.
The final section of the Yellow Belt Training Course will discuss the reason for getting leadership involved with their teams and will outline the qualities, roles and responsibilities the leaders of change must demonstrate in order to model appropriate Sponsor and Champion behaviors. This final section of the training will discuss the highly important topic, “Roles and Responsibilities," which include:
Lean Six Sigma White Belt training is not required for entry into the Yellow Belt program, it is however encouraged for those without any prior Lean Six Sigma knowledge.
The Lean Six Sigma Yellow belt exam is a 30-minute, open book exam. It is made up of 20 multiple choice and short answer questions with the focus on concepts and tools learned in the two-day course. To earn your Yellow Belt certification, you must score a 75 percent or above.
For more information, contact us at firstname.lastname@example.org or call 215.895.2154
Businesses are constantly evolving their use of technology, resulting in almost constant organizational change. Whenever an organization implements a new process, updates an existing process, deploys new technology, or fine-tunes services, its leaders must be mindful that even a simple change to a single process can start a domino effect, introducing issues in a range of other processes that must also be addressed. That’s why it’s vital to have a strong change management plan in place, so that the company can remain agile and flexible, without interruptions or downtime.
But every change management plan, large or small, requires skilled professionals who understand the intricacies of change management. Change management is relevant to nearly every industry, but it’s particularly important for businesses looking to Boost processes, increase efficiency, and reduce errors and risk in IT, project management, and software and product development.
Looking to become an agent of change at your company? Here are 10 change management certifications you can earn to prove your skills.
Accelerating Implementation Methodology (AIM) is a change management methodology that can be used for a wide variety of organizational efforts. It focuses on the human side of risk; rather than look at how technology or software fails us, it encourages leaders to strengthen processes that involve employees, given that human-error is one of the biggest risks for failure. The certification is targeted at human resources, organizational development, IT, and business and clinical leaders, as well as project managers. Classes can be taken virtually or in person at sessions open to interested professionals, or organizations can opt to have employees accredited on-site with a session tailored to your business’ specific projects. The certification course will also count as professional development units (PDUs) for your ACMP certification.
Exam fee: $3,100 for the entire course
The Organizational Change Management Foundation Certification, created by APMG International in collaboration with CMI, certifies your ability to support organizational change. The exam focuses on the key skills for change management, including motivating employees, engaging stakeholders, assembling teams, and delivering on effective change strategies. Once you pass the Foundation level exam, you’ll qualify to take the Practitioner level exam, which is designed for change project managers, transformation managers, senior responsible owners, business change managers, and change program managers.
Exam fee: $390
The Association for Talent Development (ATD) offers a Change Management Certificate that focuses on improving efficiency, productivity, and service quality. The program takes place online or in person, and covers implementing change processes, change management tools, qualities of a change leader, and how to encourage the organization to embrace change. You’ll learn how to conduct diagnostic assessments, define change efforts, analyze data, provide feedback, understand change management theories, select the right change model, create implementation designs, develop communication plans, and manage any consequences of change. The online course takes place over six sessions, totaling 12 hours; the on-site course takes place over two days.
Exam fee: $1,495 for members, $1,745 for nonmembers
The CCMP certification, offered by the Association of Change Management Professionals (ACMP), aligns with the ACMP’s Standard for Change Management. The standard was developed by ACMP as a “collection of generally accepted practices in change management” and is the foundation of the CCMP exam. It was developed by The Standard Working Group (SWG), led by group chair Sumreen Ahmad, and claims status as the “first legally defensible, globally accepted standard for change management.” It’s one of the more popular and widely recognized certifications for change management.
Exam fee: $595 for members, $745 for nonmembers
The Certified Local Change Agent certification from APGM International is designed for those who are in a supporting role during organizational transformation. It’s aimed at those who need to understand the fundamentals and principles of change management, and who are responsible with assisting the organization during times of change. This includes team leaders, supervisors, junior and senior managers, nonmanagerial staff, and anyone who wants a better idea of what change management entails. The exam covers approaches to helping others engage with organizational change, aligning changes with departmental or organizational changes, developing change plans, and creating relationships between change professionals in the organization.
Exam fee: $390
The CPCM certification, offered through the Global Association for Quality Management (GAQM), focuses specifically on identifying and fixing problems in an organization. This is the type of course that would be best for those working with development processes or overseeing product life cycles. It covers everything from identifying areas for change, implementing that change, encouraging employee buy-in, and creating resilient strategies.
Exam fee: $213
The Change Management Institute (CMI) offers three levels of accreditation to prove your skills as a change manager: Foundation, Specialist, and Master. The content of each exam is based on the institute’s Change Manager Competency Model. At the foundation level, you will need to send in a written application that provides your capabilities and competencies, along with a reference from a manager who has “directly observed your behavior in a change management role.” You’ll also need to complete relevant change management education, either through a CMI-endorsed course or one that aligns with the Change Management Body of Knowledge (CMBoK). For the specialist level, you’ll need 3-6 years of experience operating at the project or program level. You will also need to submit a written assessment that provides evidence of your skills, backed up with references from those who have observed your abilities, and you’ll need to complete a virtual interview with an independent assessor. The master level accreditation is for “highly experienced, senior change practitioners to stand out from their peers as leaders in the profession,” and is best suited for those with more than 7 years’ experience.
Exam fee: Foundation: $525, discounted to $450 with CMI-endorsed training; Specialist: $675; Master: $1,050
Offered through the Management and Strategy Institute (MSI), the CMS certification covers the basics of change management and how it is applied in the workplace. The training material covers the “key competencies required to function in the role of a manager within a changing corporate environment.” The program covers the basics of change management principles and helps students understand how it can be applied within an organization. The course focuses on why organizations fail, how change is inevitable, the different types of change, leadership and management styles, theories of change, how change impacts everyone in the organization, how people react to change, and the principles of effective organizational change management. Training and the exam take place online, so it’s easy to work into a busy schedule since it is self-paced.
Exam fee: $299.95
ITIL 4, released by Axelos earlier this year, offers an IT service management framework that has a strong emphasis on change management. ITIL helps provide businesses a standardized, yet customizable and flexible, framework to help with the selection, planning, delivery, maintenance and lifecycle of IT services. Change management is inherently a big part of ITIL, because the focus is on constant and continuous improvement. If you work in an ITIL environment, the ITIL Foundation certification is a great way to demonstrate you have the capabilities for IT service management, and the change management that comes along with creating, fine-tuning, and implementing change management.
Exam fee: $3,100 for the entire course
The Project Management Professional (PMP) certification from the Project Management Institute (PMI) is another great option for those looking to validate change management skills and expertise. Project and change management often go together — the PMI states that a project is a “task with a defined end target,” and that the role of project management is the managing of the change process that will help achieve the end goal, while keeping time and budget in mind. Change management and change process often require full-time management, and that can often fall to project managers. The PMP certification is a perfect fit for anyone who finds themselves straddling both roles — project and change manager.
Exam fee: $405 for PMI members; $555 for nonmembers
This certification focuses on Prosci’s ADKAR model of change management, which is a proprietary methodology that the company says is useful for IT professionals. It takes place over the course of three days, in which you will learn how to apply Prosci’s methodology and the ADKAR model to real-world projects. The exam fee is steep, but it includes hotel accommodations, all meals, and any activities included in the program. The company also handles your hotel reservations, as it is a requirement to stay at the venue for the three-day workshop. Workshops take place in a variety of locations across the US, typically at picturesque resorts and vacation spots; you can also opt for a virtual experience instead.
Exam fee: $4,850
Regardless of budget limitation, monday.com offers something for everyone. Even if you are working on a team of two with no budget, monday.com can help you get your project done on time and with limited risk. If you are a small two-person team, you can enjoy monday.com for free. If you’re part of a growing team, use advanced project-tracking features, automations and integrations for as little as $8 to $16 per team member per month, if billed annually (minimum of three seats per plan).
For small teams with little incoming revenue, the free version offers the ability to manage projects with customizable boards so your team works on its own terms. You can create custom boards using over 200 templates and unlimited docs. Your team members can even work on the go via monday.com’s iOS and Android apps. But, once you’re ready to move on to more complex, large-team projects, monday.com’s plans grow with your needs.
If you’re working with a growing or mature team, you can manage simple projects all the way up to multiple complex projects. Advanced integrations and plan features allow you to perform work using the tools that help your team best communicate, manage risk, plan and stick to a budget, allocate resources as needed and track your project’s progress, iterations, timing and completion.
For example, automations help your team stay on track with little added effort. With a few clicks, you can set a notification to alert you if any task is over budget or a team member has fallen behind. Further, Gantt charts show you how your project is progressing, and what needs to happen next. Zoom, Slack, synced calendars, Salesforce, Google Docs and other integrations allow for seamless and intuitive team collaboration across your organization.
Who should use it:
Startup businesses on a shoestring budget should consider monday.com. It offers a free version and free trials so users can test more advanced tiers as their companies can afford them. For more information, check out our monday.com review.
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The Financial Review Board includes experts with more than 100 years of combined financial experience, across every facet of the economy and personal finances. These experts were carefully selected based on their credentials and ability to communicate complex information to a broad readership to ensure our articles are empowering, unbiased, accurate, and inclusive.
Assistant Dean—Accounting, Finance, & Economics and Assistant Professor—Accounting & Finance
Somer G. Anderson, Ph.D., CPA, has been working in the accounting and finance industries for over 20 years as a financial statement auditor, a finance manager in a large healthcare organization, and a finance and accounting professor. She has a passion for increasing the financial literacy of American consumers and has published her related research in peer-reviewed publications such as the Journal of Financial Planning, Financial Services Review, Journal of Family and Economic Issues, Journal of Financial Counseling and Planning, and Family of Consumer Sciences Research Journal. Somer is an assistant professor in accounting and finance at Maryville University where her balance of industry experience, research, and service brings depth to her teaching and allows her to extrapolate teaching moments from real business events.
Certified Financial Planner
Anthony Battle is a financial planning expert, entrepreneur, dedicated life long learner and a recovering Wall Street professional. He has been working in the finance industry for 15+ years and is a fierce advocate for including financial literacy as a basic educational requirement in public education. Anthony is a CERTIFIED FINANCIAL PLANNER™ professional. He has earned the Chartered Financial Consultant® designation for advanced financial planning, the Chartered Life Underwriter® designation for advanced insurance specialization, the Accredited Financial Counselor® for Financial Counseling and both the Retirement Income Certified Professional®, and Certified Retirement Counselor designations for advance retirement planning.
Michael J Boyle
Michael Boyle is an experienced financial professional with more than 9 years working with financial planning, derivatives, equities, fixed income, project management, and analytics. Highlights from his career in the securities industry include implementing firm-wide technology migrations, conducting education for financial planners, becoming a subject matter expert on regulatory changes, and trading a variety of derivatives. Chartered Leadership Fellow at the American College of Financial Services, he coached and supervised financial planners on making suitable recommendations of complex financial products.
Thomas J. Brock is a Chartered Financial Analyst and a Certified Public Accountant with more than two decades of experience in a variety of corporate and individual settings. In a corporate setting, he oversees a $4 billion insurance portfolio that includes $650 million in life insurance assets, facilitates investment risk assessments, formulates asset allocation recommendations, manages relationships with external advisors and money managers, and ensures compliance. In personal settings, Thomas has provided financial planning and investment management services to individuals. In those roles, he's offered retirement plans, investment policies, and in-depth education on asset classes, investment strategies, personal finance topics, insurance, and annuities.
Sharre A. Brooks
Sharre is an attorney, senior certified human resources professional, professor, and certified FINRA arbitrator. Sharre has multi-industry experience including: healthcare, academia, government, and digital strategy companies. For more than 10 years, Sharre has worked on many aspects of human resources and employment law including: negotiating union labor contracts, designing health insurance plans, responding to litigation and government audits, and managing continuity in pay and benefits in mergers & acquisitions. Sharre has been an adjunct instructor in undergraduate, MPA, and MBA programs at Georgetown, Bowie State, and Webster Universities. Sharre is a FINRA arbitrator; a hearing officer who makes decisions in federal securities related disputes. She is also an advocate for investor education to help investors make informed decisions about investments and investment professionals.
JeFreda R. Brown
Founder and CEO of Xaris Financial Enterprises
Dr. JeFreda R. Brown is a financial consultant, educator, entrepreneur, and researcher. She has more than 20 years of professional finance experience across federal, nonprofit, corporate, and academic sectors. In addition to her experience across multiple sectors, she has served as a professor and facilitator for courses at Cornell University, University of Alabama Birmingham, and Indiana Wesleyan University. She has taught courses in corporate finance, personal finance, financial accounting, and managerial accounting, and she facilitates Cornell's Women's Entrepreneurship Certificate Program. JeFreda holds a doctorate in business administration from Walden University.
Thomas J. Catalano
Thomas J. Catalano is a CFP and Registered Investment Adviser with the state of South Carolina. He holds an MBA from PACE University and completed his education in financial planning at NYU. Thomas has worked for Merrill Lynch and NMS Capital Advisors. In those positions, Thomas worked with individuals and companies to assess their financial situation and create a comprehensive plan to achieve their financial goals. Thomas currently owns his own advisory firm, Hilton Head Wealth Advisors. His daily client services include portfolio management and ongoing guidance on which financial strategies, insurance products, and savings vehicles are most appropriate based on individual client goals.
CEO, FinTech School
Amilcar Chavarria is a FinTech and blockchain entrepreneur with over a decade of experience launching companies. He currently teaches at major Universities like Cornell, Wharton, and MIT and advises governments, financial institutions, regulators, and startups. He’s also held management roles at Goldman Sachs and BlackRock. As the founder of FinTech School and instructor at various universities, Amilcar has trained over 20,000 students in his academic career in syllabus related to FinTech, blockchain, cryptocurrency, entrepreneurship, and Innovation.
Chief Executive Officer of Blue Ocean Global Wealth
Marguerita M. Cheng is the Chief Executive Officer at Blue Ocean Global Wealth. Prior to co-founding Blue Ocean Global Wealth, Marguerita was a Financial Advisor at Ameriprise Financial and an Analyst and Editor at Towa Securities in Tokyo, Japan. Marguerita is a spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Kiplinger. She is a CFP® professional, a Chartered Retirement Planning CounselorSM, a Retirement Income Certified Professional®, and a Certified Divorce Financial Analyst.
Marguerita studied at Keio University in Tokyo, Japan, and earned her B.S. in Finance and her B.A. in East Asian Language and Japanese Literature from the University of Maryland, College Park. She is a recipient of the Ameriprise Financial Presidential Award for Quality of Advice and the prestigious Japanese Monbukagakusho Scholarship.
Caitlin Clarke is a Commercial Litigation Attorney licensed in multiple State and Federal jurisdictions. She is currently based out of Florida. Caitlin provides counsel to clients on a broad range of matters, including financial risk evaluation and management, contract review and negotiation, conflict resolution, as well as provides clients with guidance on federal compliance guidelines including OFCCP, OSHA, CCOHS, FTC, Interstate Commerce, ERISA guidelines, and STARK and Federal Anti-Kickback regulations.
Senior Project Executive
Doretha Clemons, Ph.D., MBA, PMP, has been a corporate IT executive and professor for 34 years. She is a Real Estate Investor and principal at Bruised Reed Housing Real Estate Trust, a State of Connecticut Home Improvement License holder. She advises on real estate wealth building for retirement, home buying, consumer debt, credit repair, HUD/FHA, VA and USDA mortgage funding programs with down payment assistance and tax savings on properties in HUD opportunity zones and enterprise zones. Certified by the State of California to teach Accounting and Finance, she is an adjunct professor at Connecticut State Colleges & Universities, Maryville University and Indiana Wesleyan University.
Investment Banking Instructor
Amy Drury is an accomplished financial educator with nearly two decades of experience teaching training financial professionals in accounting, business management, analysis, financial modeling, and asset management. Her clients include Wall Street firms and educational institutions: JP Morgan, HSBC, Morgan Stanley, Fidelity, the Federal Reserve Bank of New York, Columbia University, Tulane University, and Wake Forest University. Some of the syllabus that Amy has taught include accounting, financial modeling, valuation techniques, IRFS accounting, merger modeling, and financial analysis. In addition to teaching clients through classes and workshops, Amy has been a contributing writer for multiple publications, online learning curricula, and accounting and investment banking textbooks.
Owner of Insurance Agency
Eric is an Independent Insurance Broker, licensed in Life, Health, Property & Casualty insurance. His time is spent helping his client base prepare for the unexpected. His background in tax accounting has served as a solid base supporting his current book of business. Eric primarily services the NJ area, though he is licensed in several other states. Eric is passionate about financial education, entrepreneurship, and balancing a healthy mindset toward business. He has been working as a business professional 13+ years, whether that be in accounting or insurance. He is committed to understanding the needs of his clients, while educating them so they are able to understand the products that will protect them when needed most. Eric's specialities include life insurance, business insurance, and home insurance.
Commodity Trading Advisor
Akhilesh Ganti, who is registered as a commodity trading advisor (CTA) and listed as a principal of ArctosFX LLC, has traded the financial markets for over 20 years. He has experienced both sides of the “market maker/price taker” dynamic that defines a market. As senior risk manager at FX Solutions LLC, he effectively deployed strategies to mitigate “market maker” risk. His current role, as a CTA, is that of a "price taker." He is directly responsible for all trading, risk, and money management decisions made at ArctosFX LLC.
Insurance Expert, Consumer Federation of America
Douglas Heller is a nationally recognized and frequently cited insurance expert. During more than two decades of work on public policy and regulatory matters related to insurance, he has advised consumer rights organizations, led regulatory challenges to insurance company rates and practices, served as a consulting expert in litigation, and authored numerous reports about the insurance industry. His work has saved policyholders billions of dollars on insurance premiums and helped curb unfair insurance pricing practices. He also serves as a member of the U.S. Department of Treasury’s Federal Advisory Committee on Insurance, as an appointed member of the California Automobile Assigned Risk Plan (CAARP) Advisory Committee, and as a member of the executive committee of the Coalition Against Insurance Fraud.
CPA, Intuit Credentialed Tax Expert, Senior Accountant
Ebony Howard is a certified public accountant and a credentialed tax expert with Intuit. Her impressive resume includes accounting positions at health care, banking, and accounting firms. In addition to her work with companies, Ebony's role as a QuickBooks ProAdvisor allows her to help individuals work through their tax returns. In the past, Ebony served as a tax preparer for the IRS' Voluntary Income Tax Assitance program.
Accounting and Financial Professional
Peggy James is a CPA with over 9 years of experience in accounting and finance, including corporate and nonprofit environments. She has a wide variety of experience that includes budgeting, journal entries, bank reconciliations, expense management, human resources, and payroll. She has also conducted personal finance training for several hundred undergraduate college students and over one hundred faculty and staff. She most recently worked at Duke University and is the owner of Peggy James, CPA, PLLC, serving small businesses, nonprofits, solopreneurs, freelancers, and individuals.
Robert C. Kelly
Robert Kelly has an illustrious career as a business executive, economics expert, and investment expert. He has held executive positions at energy businesses for more than three decades. He is an executive professor of finance at the Texas A&M Mays Business School, and serves as an adjunct energy economics instructor of economics at the University of Houston and Rice University. Robert's investment experience includes roles as a lead or co-lead on more than a dozen projects in which he has raised more than $4.5 billion from investors and commercial banks.
Khadija Khartit holds FINRA 7, 63, and 66 licenses and is an accomplished consultant, executive, and entrepreneur with deep expertise in banking, corporate finance, investing, credit cards, and general business matters. She is a strategy consultant and M&A advisor at fintech KoreFusion, and serves as investment officer at Aghaz Investments. Additionally, she teaches fintech and entrepreneurship at Cornell University and Brandeis University. Khadija is a Fulbright scholar and holds master's degrees in finance and business administration.
CPA, Senior Accountant, Tax Expert
David is a Certified Public Accountant (CPA) and an expert in the fields of corporate financial accounting, individual & corporate tax strategy, and financial statement preparation and analysis. During his 6+ year career, David has assisted complex multimedia, manufacturing, rental & realty, and digital marketing companies in the development and management of their budgeting, accounting, finance, and tax strategies to ensure the financial growth and operational success of the businesses. He has also worked with thousands of individual, corporate, nonprofit, and trust and estate clients in the planning, preparation, and execution of tax strategies designed to minimize tax burden and increase wealth retention. David has assisted numerous individuals with retirement planning and long-term investing strategies to preserve and grow wealth.
CFO Consultant and Finance and Accounting Professor
Julius Mansa is a CFO consultant, finance professor, and U.S. Department of State Fulbright research awardee in the field of financial technology with over 15 years of experience in financial and operations management. Julius' business experience is dynamic and includes leading the finance, operations , and management teams of companies in multiple industries which include real estate, logistics, financial services, and non-profit organizations. As an academic, Julius spends his time lecturing on syllabus in accounting and corporate finance. Outside of academia, Julius is the Managing Partner and lead CFO consultant of MaxPoint Advisors, which is a financial business partner for medium-sized companies that need strategic and senior-level advisory services on how to grow their companies and become more profitable.
Katie Miller is a consumer financial services industry expert. She worked for almost two decades as an executive, leading multi-billion dollar mortgage, credit card, and savings portfolios with operations worldwide and a unique focus on the consumer. She spent several years developing new credit card rewards products before rewards were the standard in credit cards. Her mortgage expertise was honed post-2008 crisis as she implemented the significant changes resulting from Dodd-Frank required regulations. She managed an operational and strategic team handling savings, checking, IRA, CD and trust products and is passionate about financial education and ensuring that every person understands their financial options. She finished her diverse and dynamic corporate career by leading the implementation of a corporate cloud data repository, data governance, data privacy, and AI solution, revolutionizing consumer insight opportunities.
Cierra is the Founder and CEO of Murry Consulting which provides banking compliance, credit risk management, and loan review services to various financial institutions. She has expertise in reviewing securities-based, premium financing, asset-based, cash flow, small business, middle market, corporate, and institutional transactions. In addition, she provides loan signing services ensuring borrowers have completed their loan documentation properly. She also serves as a FINRA non-public arbitrator resolving securities-related disputes that involve investors and brokerage firms.
Charles is a nationally recognized capital markets specialist and educator who has spent the last three decades developing in-depth training programs for burgeoning financial professionals. He has spent over three decades as a financial educator, where he developed specialized classes for investors, traders, IT executives, legal/compliance officers, and various types of specialized operations groups. These classes have included syllabus concerning the real-world issues revolving every day in the worlds of equities, fixed income and derivatives, as well as discussing and dissecting economics, market intelligence, and the ever-changing effects that technology has in those markets.
Founder & CEO
Founder, Crypto Goddess
Erika Rasure, Ph.D., is an Assistant Professor of Business and Finance at Maryville University. She is an expert in personal financial planning and practices as a financial therapist. She has spent the past six years teaching and has included FinTech in personal finance courses and curriculum since 2017, including cryptocurrencies and blockchain. Globally-recognized as a leading cryptocurrency subject matter expert and educator, she helped create a FinTech curriculum track within the Management and Information Systems degree plan at Maryville University, where she developed and teaches the Digital Assets course.
Financial Planner and Assistant Professor of Finance
Brandon is a financial planner, wealth manager, and assistant professor of finance with a wide breadth of knowledge about taxes, retirement, and financial planning. Brandon is a Certified Financial Planner, Retirement Income Certified Professional, Enrolled Agent, and an assistant professor of finance at East Texas Baptist University. He earned a doctorate in finance from Hampton University. Brandon owns his own financial and retirement planning firm, through which he applies his expertise to daily conversations about investing, taxes, and financial planning.
CPA, Author, and Speaker
Charlene Rhinehart is a certified public accountant, Chair of the Illinois CPA Society Individual Tax Committee, one of Practice Ignitions Top 50 Women in Accounting, and an accomplished speaker and author. In addition to her accounting experience, Charlene has a real estate license and is the founder of Wealth Women Daily, a website that provides actionable advice to help women start investing. Charlene has a degree in accounting and finance from DePaul University.
Founder and CEO
Pamela Rodriguez is a Certified Financial Planner®, Series 7 and 66 license holder, with 10 years of experience in Financial Planning and Retirement Planning. She is the founder and CEO of Fulfilled Finances LLC, the Social Security Presenter for AARP, the Treasurer for the Financial Planning Association of NorCal. Through Fulfilled Finances, she currently serves about 60 families, individuals and businesses. She is currently enrolled in the CIMA® program at the University of Chicago Booth Business School. Through her participation with the Association of Financial Educators, she is able to help hundreds of employees understand difficult syllabus and feel confident about their personal finances and retirement.
Tyrone is the founder 401stc, and Director of Community at Altruist where he also hosts the Human Advisor Podcast. He was recognized by Investment News 40 under 40 (2019), and WealthManagement.com as a top ten advisor set to change the industry in 2019. FinancialPlanning.com named him as one of 20 people who will change wealth management in 2020. As the host of Altruist’s The Human Advisor, he interviews remarkable advisors from across the financial industry that are changing the game.
Chief Compliance Officer
Andrew T. Schmidt is a Compliance professional with 20 years experience in the financial services industry. He holds an MBA from DePaul University and is a Certified Anti-Money Laundering Professional. Andrew has led the US-based compliance efforts for some of the world’s largest and most prestigious banks and enjoys a reputation as a strong leader and subject matter expert. At any given moment, he may be drafting account disclosures, ensuring mortgage loans are properly documented, or reviewing portfolio investment strategies to provide confidence and security to both management and clients alike.
Gordon Scott has been an active investor and has provided education to individual traders and investors for over 20 years. He is a licensed broker, an active trader, and proprietary day trader. He was the managing director for the Chartered Market Technician (CMT)® program offered by the CMT Association.
Gordon had an additional seven years of experience as a trading coach at Beacon Learning Group. Gordon's career also includes 10-years with International Business Machines Corporation (IBM), where he developed instructional materials and business process refinement. He also was an Adjunct Instructor at Brigham Young University–Organizational Strategy and Leadership department.
Michelle P. Scott
Michelle P. Scott is a New York attorney with extensive experience and expertise in taxation, corporate governance, financial and nonprofit law, and federal and state government relations. She has practiced tax law with private law firms in Washington, D.C. and New York City and served as legislation counsel for the Joint Committee on Taxation of the U.S. Congress. For almost two decades, she was Vice President andCorporate Counsel of an international financial services firm, responsible for significant investment transactions and tax planning. She also has served as General Counsel of operating nonprofits engaged in conservation, healthcare and insurance research, and international development, and has written and lectured extensively.
Financial Consultant/Financial Wellness Coach
Samantha Silberstein is a financial consultant and financial literacy coach. She is a Certified Financial Planner currently based out of Northern California. She provides financial education and advice through hundreds of personal sessions, customized workshops and personalized webinars. Her day-to-day is filled with 1-on-1 conversations about 401ks/403bs, ERISA guidelines, IRAs, student loans, tracking spending, creating budgets, debt repayment strategies, pretax/Roth contributions/savings, and other non-retirement saving options/vehicles.
Financial Planner and Realtor
Andy Smith is a self-employed consultant, Certified Financial Planner (CFP®), licensed realtor and “pracademic” (combining practical experience and the ability to teach those concepts). He has 35+ years of diverse experience across federal, corporate and academic sectors; and is an expert on personal finance and investing, corporate finance and real estate. After advancing through the ranks from analyst to CFO, Andy shifted gears to academia and working with students and clients one-on-one. At heart he is an educator, and enjoys assisting clients in meeting their financial goals, no matter how large or small their resources.
Chip Stapleton is a Series 7 and Series 66 license holder, CFA Level 1 exam holder, and currently holds a Life, Accident, and Health License in Indiana. He has 8 years experience in finance, from financial planning and wealth management to corporate finance and FP&A. He has experience with case design, product knowledge, investment analysis, investment recommendation, portfolio construction, asset management, financial statement analysis, business planning, and business exit strategies.
Lea D. Uradu
Lea Uradu, J.D. is graduate of the University of Maryland School of Law, a Maryland State Registered Tax Preparer, State Certified Notary Public, Certified VITA Tax Preparer, IRS Annual Filing Season Program Participant, Tax Writer and Founder of L.A.W. Tax Resolution Services. Lea has worked with hundreds of federal individual tax clients and expat tax clients. Lea is also a contributing member (weekly) of Millionacres, where she writes about tax law as it relates to real estate.
Co-Founder at Luxor and Viridi Funds
Ethan Vera is an entrepreneur and builder in the cryptocurrency mining ecosystem, co-founding Luxor Technology and Viridi Funds. Luxor is a mining software and services company that works with institutional mining farms. Luxor is one of the largest mining pools globally, mining a few percent of the Bitcoin network. In addition, Luxor is responsible for the mining data website, hashrateindex.com. In 2021, Ethan helped cofound Viridi Funds, a crypto mining-focused investment manager. Viridi Funds launched their first product a few months later, a crypto mining ETF.
Eido Walny, JD
Founder/Managing Partner at Walny Legal Group LLC
Eido M. Walny received his J.D. from the Boston University School of Law. He earned a Bachelor of Arts degree, with honors, from The University of Chicago. Eido’s practice focuses on estate planning, asset protection, business succession, probate, trust administration, and he is also experienced in business, tax, and real estate law. He is a noted national speaker, author, and commentator on issues effecting estate planning, charitable giving methods, and topical business issues. Eido founded the Walny Legal Group in 2011 with an eye towards providing clients with high level legal care, but an equally high level of customer service. He provides counseling to protect multi-generational family wealth, including drafting wills, revocable trusts, and irrevocable trusts designed to mitigate the effect of taxes, leverage wealth, and minimize the risk of creditors’ claims. His experience also includes structuring family and business succession plans, non-probate transfers, trust and probate administration, and preparation of guardianships. In addition, he commonly utilizes will alternatives, advances charitable giving, and does planning for families with special needs children.
Peter Westfall is a professor of statistics at Texas Tech University. Professor of statistics at Texas Tech University. He has more than 30 years of statistics experience including teaching, research, writing, and consulting. He specializes in using statistics in investing, technical analysis, and trading. He achieved Associate, Full, and Horn Professor ranks at the Rawls College of Business at Texas Tech University, as well as honorary fellowships in learned societies. He has also received several awards for his statistical writings, including a Distinguished Technical Communication award from the Carolina Chapter of the Society for Technical Communication.
Natalya Yashina is a Certified Public Accountant (CPA) with over 12 years of experience in accounting including public accounting, financial reporting, and accounting policies. She is a member of the Virginia CPA Society Accounting and Advisory Committee and serves on the Board of Directors for the Virginia CPA Society Educational Foundation. In addition to her accounting experience, Natalya holds Disciplined Agile Scrum Master (DASM) certification and she is the founder and CEO of Capital Accounting Advisory, LLC, an accounting advisory firm that offers technical accounting, project management, and training services and solutions. Natalya has a degree in financial mathematics from Wilson College.
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WEB SERVICE - The U.K. High Court has permitted a claimant to serve court proceedings via an NFT on the blockchain in a ruling with potentially far-reaching implications, Law.com International’s Jack Womack reports. The order, which was granted on June 24 but only made public this week, allowed an Italian businessman to serve proceedings on “persons unknown” by way of a non-fungible token drop to two wallets into which he had initially deposited cryptocurrency that he now alleges was misappropriated. The ruling follows a similar decision by a New York court in an unrelated U.S. case earlier this month. Counsel for the plaintiff in the U.K. suit, Giambrone & Partners, described the high court’s ruling as “a welcome example of a court embracing new technology.” The firm added that the ruling states that cryptocurrency exchanges hold the stolen cryptocurrency as trustees, meaning they are responsible for making sure it is not moved on or withdrawn from their exchanges. Christopher Whitehouse, a senior associate at RPC, said he considered this element of the ruling to be even more significant than the service by NFT component. “Crypto exchanges will be following this very closely, and it’s massively disadvantageous to them,” he said. “They certainly don’t want to be on the hook to transfer money back to people who have been defrauded.”
“It has been jaw-dropping. Breathtaking. The revelations that have come out in these hearings should provide all of us significant pause, irrespective of political affiliation.”
Culture Secretary Nadine Dorries will be invited to demo rugby league at first hand after confusing the 13-man game with the rival code.
Dorries stunned a rugby league audience in St Helens by referring to Jonny Wilkinson’s match-winning drop goal for England in the 2003 Rugby Union World Cup final in Sydney.
Dorries, the Digital, Culture, Media and Sport Secretary, was speaking at the launch of a report into the social impact made by the 2021 Rugby League World Cup at the Portico Vine community club.
“I’ve always quite liked the idea of rugby league,” she said. “My long-standing memory is that 2003 drop goal.
“I’ll let you into a secret. I think we were drinking Bloody Mary’s at the time. It was 11 o’clock in the morning but wow what a moment that was.
“I have heard and I know from my limited watching that it’s an incredibly physical and sometimes brutal sport and it often ends up in a scrum, which actually reminds me very much of politics.
“I think we have a lot in common and given a lot of the media like to call me the prime minister’s attack dog, I wonder sometimes if I should provide rugby a go.”
Dorries attempted make light of her faux pas, saying on Twitter that she may have “switched codes like Jason Robinson” but her comments were condemned by Portico Vine vice-chairman Billy Vaughan.
“Whoever writes these scripts should check their facts before the speeches are delivered,” Vaughan said.
“And secondly, if you are the person who is delivering the speech then you need to do your research to check the information you have been given is correct.
“The difference between rugby league and rugby union is immense – we are the minnow by comparison.
“I applaud the government for the money they have invested in rugby league but to make that reference to the drop-goal – we were floundered.”
World Cup chief executive Jon Dutton said he would be inviting Dorries back to attend the matches “to see for herself what a wonderful sport rugby league is”.
“We’re delighted that she came,” Dutton said. “We’re delighted that the Government has shown such a massive commitment to investing into the tournament and its social impact programme.
“My final words to the Secretary of State were that we would be delighted if she were to come back to the tournament, maybe to attend each of the three disciplines and see for herself what a wonderful sport rugby league is.”
Rugby Football League chief executive Ralph Rimmer refused to criticise Dorries for her error, preferring to thank the Government for its £25million backing.
“I’m not going to dwell on that,” Rimmer said. “It’s brilliant that she’s here and we’ve had fantastic support from the Government. I’m not going to knock the shine off any of that.
“She gets a chance to see us as we really are and good on her for coming up.”