News | CFTEA | Center for Financial Training & Education Alliance

Announcing New Certificates, Diplomas and Courses for 2021!

April 27, 2021

As our library of career paths increases (currently there are 35!), new certificates, diplomas and courses become available or updated to meet the changing needs of today’s world. Starting Summer 2021, CFTEA is proud to announce the following new student awards available. Getting advanced certifications isn’t just about adding credentials to your resume. You are also learning valuable skills that you can apply to your day-to-day job. This can help you become better at regular tasks that might otherwise be

Welcoming New Board Member, Marjorie McAvoy

April 23, 2021

A huge welcome to our newest board member: Marjorie McAvoy of Biddeford Savings! Marjorie comes to CFTEA with 15 years of banking experience and 7 years in management. She has her Bachelors in International Business Management from Southern New Hampshire University and is currently working on her Masters Degree. Marjorie is a Branch Manager at Biddeford Savings Bank with an extensive background in banking and volunteer opportunities. She looks forward to working with our highly positive and collaborative board where

#WhatIsMyWhy Contest: Sara Hammond

April 23, 2021

#WhatIsMyWhy Contest Sara Hammond Partners Bank #WhatIsMyWhy Contest Sara Hammond Partners Bank “CFTEA has provided me with great opportunities to further my knowledge in banking as well as to expand my skills” Thank you Sara for your continued support of CFTEA!

#WhatIsMyWhy Contest: Joline Obie

April 9, 2021

Joline Obie Northeast Bank “I use CFTEA a lot to help with staff development. It is my go to site to recommend courses that will move employees forward in their careers. I like it because you’re working with other bankers so you’re able to really bounce ideas off one another and get the most out of the class.”

Spotlight On CFTEA’s Council: Jennie Lund

April 2, 2021

Spotlight On CFTEA’s Council Jennie Lund Union Bank Jennie Lund is a Branch Manager for Union Bank, Groveton, NH. Currently she serves on the CFTEA council and we asked her some questions about her CFTEA experience. Here’s what she had to say: “When I was asked to join as a council member, I accepted and was excited to learn more about CFTEA with hopes to become better versed in order to help our bank’s employees advance their personal career

Spotlight On CFTEA’s Council: Lisa Thomas

March 26, 2021

Spotlight On CFTEA’s Council Lisa Thomas Gorham Savings Lisa Thomas is the Learning and Development Officer at Gorham Savings Bank. Currently she serves on the CFTEA council and we asked her some questions about her CFTEA experience. Here’s what she had to say: “Since I started at the bank in 1992 I’ve taken classes with CFTEA so I figured what better way to help promote, offer suggestions and stay informed, than to join the council. Becoming a council member

Five Tips for Healthy Social Distancing

March 24, 2021

Social distancing is difficult for everyone’s mental health. How can we try to follow these guidelines in a healthy way? Here are a few recommendations provided by The Royal College of Occupational Therapists: Establish a Daily Routine Many people are now spending the majority of their time at home, which can be harmful to physical and mental health. During this time, it’s best to try and stay disciplined. Making a plan week by week or day by day may help provide

Welcoming New Council Member: Thomas Bruce

March 23, 2021

Cue the confetti!! We are so pleased to announce the addition of AVP Branch Manager, Thomas Bruce from TowneBank to our Virginia council. Thank you so much for choosing us! Would you like to learn more about the role of advisory council members? Contact us for more information. We’d love to add your energy and ideas to our team!

Save the Date: 2021 Virtual Student Award Programs

March 18, 2021

Our students have worked amazingly hard during a worldwide pandemic to complete certificates, certifications and diplomas in various career paths. It’s time to celebrate their success! CFTEA will be offering two dates for our second go-around with our Student Awards. Registration will be provided to organizations in April to secure the desired date of their cheering parties around these graduates!! Dates for upcoming Student Award Banquets are Wednesday, June 16 or Wednesday, June 23. The programs will start at 6pm.

When is it OK to Accept Last-Minute Contributions?

March 18, 2021

By Jennifer Bassett, CIP, CISP, QKA, CHSP – Source: Ascensus We all have them—clients who wait until the very last minute to file their tax returns. Those same clients are the ones who will be in your office at 4 p.m. on April 15 to make a 2020 contribution (i.e., a prior-year contribution). Although they may be making a contribution at the last minute, at least you know that they’re making it by their tax filing deadline. But what about