Category: Faculty (page 2 of 2)

California Lutheran University Financial Planning Featuring Faculty Colleen Carcone CFP®, J.D.

November 2, 2020 Colleen Carcone has a passion for helping others. Whether that is at her day job as an Income Tax and Estate Planner or as a professor at California Lutheran University.  Her biggest influences growing up were her parents. Her mother was a nurse. She turned her passion for nursing into a career […]

How to Enhance a Diverse Environment to Grow Your Practice?

How to Enhance a Diverse Environment to Grow Your Practice  Diversity has been an important topic this year, but how do you define diversity and what does it mean? Dr. Daralee Barbera is a professor, professional business coach, consultant, speaker, and author with an EdD in Leadership and Organizational Change from the University of Southern […]

How to Use Financial Counseling and Coaching Skills to Help Your Clients?

How to Use Financial Counseling and Coaching Skills to Help Your Clients?   Saundra Davis has spent her career helping others. Before working in financial planning, Davis spent 20 years working in nonprofits. It was there she realized the power in helping people who are less fortunate to go to college, have a home, and get […]

Why Should Business Owners Consider Section 1202

Why Should Business Owners Consider Section 1202  What is Section 1202? The Qualified Small Business Stock (“QSBS”) gains exclusion is known as Internal Revenue Code Section 1202. Section 1202 allows a portion or 100% eligible capital gains from QSBS to be excluded from federal income tax. The exclusion applies only to QSBS held for more […]

Best Practice of Virtual Teaching

There is no one size fits all answer to technology. There are areas that everyone can get better in. A little bit helps in every way, and it all adds up both for the people using it and the people seeing it on the other side. I know we want to be the best university […]

Blackboard Training Webinar

Training Webinar For Faculty  Chia-Li Chien:  Hi, Jonathan. How are you?    Jonathan Pacheco: Hi, how are you? I’m so sorry that I’m a few minutes behind   Chia-Li Chien:  That’s okay. We have quite a bit of our faculty already show up and I was curious about how you want to do today’s session. […]

Newer posts