Recorded Webinars

2 Hour Webinar Recorded Live in Spanish October 11, 2023
Este taller de 2 horas cubrirá los conceptos de ética en el papel de un coach financiero. Se compartirán los componentes de la definición, alcance y consecuencia de los factores éticos en la relación coach-cliente. El taller estará enfocado en el cuidado del proceso de coaching, relacionado con la confidencialidad y privacidad de la información del cliente. Este webinar se llevará a cabo en español.

This webinar was recorded live on August 30, 2023.
This course is approved for 1 General CEU through Fincert.org with pre-approval code 737.

Learn how to leverage your certification and experience to get hired by companies to provide financial education and coaching services for their employees.
This webinar will highlight:
– What is financial wellness in the workplace?
– How to find key players to hire you.
– Services you can provide for employees.
– Hot topics for discussion with employees.
– Nuances to coaching employees.

This  webinar was recorded live on August 9, 2023.
This course is approved for 1 General CEU through Fincert.org with pre-approval code 728.

This webinar discusses landlords’ needs/responsibilities and the steps tenants in a financially challenging situation may consider.

With Guest Host: Keith Willey
Keith Willey works in marketing management for a fortune 500 company and holds a Master’s degree in Management. He is also a Certified Personal Financial Counselor® (CPFC®) and volunteers his time working with individuals who are looking to improve their financial situations. Keith is a landlord of several single family homes in the Tampa Bay Florida area and therefore has a unique understanding of landlording and the financial challenges that tenants have. Keith is married with two adult children and loves to travel abroad for the unique perspective one gets from seeing other cultures.

This webinar was recorded live on July 26, 2023.
This course is approved for 1 General CEU through Fincert.org with pre-approval code 719.

Do you know how to build a financial literacy program from scratch, or take your current program to another level without impacting your departmental budget? Attend this session to learn how to build out a program for your entire campus through looking at the critical issues in financial literacy, case studies and interactive activities. You’ll leave with a concrete plan for your institutions and a framework for running individual financial literacy sessions. This webinar will leave energized and ready to bring a dynamic student financial literacy program to your institution.

With Guest Host: Morgan O’Sullivan
Dr. Morgan O’Sullivan is the Director of Student Financial Services Communications at Lynn University in Florida. Hailing from Ireland, Morgan graduated with a Bachelor of Commerce from University College Cork, National University of Ireland in 2000. He completed his MSc. (Commerce) in 2001 with a thesis titled “American Foreign Policy Intervention: A Case Study of Bill Clinton and the Irish Peace Process”. He has also qualified as an elementary school teacher completing his Postgraduate Certificate in Education (Elementary) in London in 2004. Morgan moved to Florida in the fall of 2004 and started working in Student Financial Services at Lynn University. He has worked in the sphere of financial literacy since 2004, designing, coordinating and running such programs throughout the university. He completed his doctorate in educational leadership which focused on the theme of financial literacy in May 2018. He has presented nationally at NACUBO and NASFAA, as well as at regional and local level. He is married with three children and currently resides in Delray Beach, Florida. He is a big Star Wars fan, Liverpool football club supporter, and likes to travel.