News | CFTEA | Center for Financial Training & Education Alliance

Training Conference and Expo 2024 Date & Location

March 31, 2023

CFTEA is thrilled to have partnered with Training Magazine for the 2023 Training Conference and Expo in February at Disney’s Coronado Springs Resort and Conference Center! Amazing technology, conversations, and insights for anyone tasked with adult learning. With 2,000 people in attendance, it was a must-attend event with some amazing keynote speakers! Missed out on it this year? The dates for 2024 have been released. February 26-28, 2024 for the same location! Hope to see you there! CFTEA Executive Director,

Welcome to New Council Member, Kayla Caikauskas!

March 24, 2023

Regional Advisory Council Spotlight: Kayla Caikauskas, Learning and Organizational Development Supervisor Northeast Credit Union A huge welcome to our newest council member, Kayla! CFTEA Regional Advisory Council members provide key insights into the needs of the community and provide professional expertise with diverse perspectives. They are truly CFTEA champions! Council members are always invited as observers to board meetings to gain key insights into board governance with the opportunity to become board members in the future. Why did Kayla want to

2023 Student Award Programs Are Back!

March 24, 2023

The pandemic changed a lot of things, including the history of getting together to recognize employees that achieved certificates, certifications, and diplomas over the academic year. While things continued virtually, it is a pleasure to announce that in-person recognition dinners will return in June 2023! A number of organizations enjoy having CFTEA mail awards and then provide internal recognition. Others like to showcase their employees and their hard work. It is always great to recognize the amazing support of career

Element of Well-Being: Career

March 22, 2023

Are you struggling, surviving, or thriving in your career? It is estimated that two-thirds of people are struggling or surviving in their careers. It is important to ask the question – do you like what you do every day? When we think of our health and wellness, our minds automatically go to eating right and exercising. Conventional worksite wellness programs follow this ideology by solely focusing on our physical health with gym reimbursement programs, fruit and vegetable challenges, or step-tracking

CFTEA earns 2023 Platinum Seal of Transparency

March 15, 2023

It’s official! CFTEA has earned the highest seal of recognition for the fourth year – the Platinum Seal of Transparency with Candid (formerly GuideStar)! Candid is the largest source of nonprofit information nationally. To receive the 2023 Platinum Seal, CFTEA shared extensive information including qualitative facts about our goals, strategies, and capabilities. The Platinum Seal is another tool for demonstrating our transparency to our community members and supporters. Work with confidence and trust when partnering with our for-impact education organization.

Spotlight on Success: Jess Russell (Union Bank)

March 10, 2023

Spotlight on Success: Jess Russell Union Bank Jess started her banking career after graduating high school and is currently serving as the Groveton, NH Branch Manager. As a community bank invested in its employees, Union Bank offers the CFTEA course catalog, along with opportunities for growth into other departments that include support as employees grow into their new positions and career paths. Throughout her career, Jess noted two important classes that have had the greatest impact on her career. “Legal

Retail Branch Career Paths

March 9, 2023

What do you need to know to grow within a financial institution at a branch? There are a large number of job titles that vary from organization to organization. With the help of the council and board members, CFTEA has developed a solid career path for branch employees, including courses at no charge to support your career growth. Discover your next step today! The information below has been pulled from our Career Path page. Click on any of the certificate

New Course: Small Talk – Keeping Customer Engaged

March 8, 2023

Are you good at small talk with customers? Though generally thought of as unimportant and surface-level, small talk can be crucial when it comes to establishing connections and relationships. In the world of business in particular, the gift of small talk can greatly enhance the customer experience, possibly even resulting in new business, uncovering needs, and a strong customer service reputation. But knowing how to make small talk doesn’t always come naturally, and using small talk to your advantage to further relationships

Have You Seen Our Community Catalog?

March 1, 2023

Due to a relationship with a local community financial institution, CFTEA provides solutions to attracting and retaining employees at affordable pricing to local businesses. Many of our courses are designed for the business world from customer service, telephone skills, productive meetings, supervision, leadership, communication, remote work, and many more professional and personal development opportunities. These have been included in a special community catalog. From self-paced courses to audiobooks to professional continuing education and ACE credits, there is a whole world

What’s Often Missing From Leadership

February 8, 2023

When it comes to good leaders – in the office and in life – one trait stands above the rest: validation. Understanding and acknowledging someone’s circumstances validates what they are going through and can help managers build stronger relationships with team members, Entrepreneur magazine writes. Validation is not limited to rewarding someone financially for a job well done either. Rather, it’s more about truly listening and understanding where people are coming from, which is crucial for fostering inclusive workplaces. Taking