Annual Report to Investors - The American College
Annual Report to Investors - The American College
Annual Report to Investors - The American College
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HS<br />
Heubner School<br />
Centers of Excellence<br />
<strong>The</strong> State Farm Center for Women and<br />
Financial Services<br />
<strong>The</strong> Center hosted the second annual Women’s Leadership<br />
Academy Summit from April 17-19 in Grapevine, Texas. <strong>The</strong><br />
participants engaged in rigorous academic coursework, listened<br />
<strong>to</strong> keynote speakers and panelists talk about the industry from a<br />
female perspective, and exchanged insightful ideas while networking<br />
with one another. During the recognition luncheon, the<br />
Center acknowledged the cohort of women who completed the<br />
CLF ® program after beginning their studies at last year’s WLA<br />
Summit.<br />
<strong>The</strong> Northwestern Mutual Granum Center for<br />
Financial Security<br />
<strong>The</strong> Granum Center has sponsored compelling research on how<br />
consumers are using social media <strong>to</strong> connect with advisors. More<br />
than 1,000 consumers and 250 advisors participated in the study,<br />
which yielded results that guide advisors in crafting a social media<br />
marketing strategy that creates a positive online perception. In<br />
partnership with Texas Tech University, the Center also conducted<br />
research on assessing current levels of financial literacy among<br />
the millennial population.<br />
<strong>The</strong> Penn Mutual Center for Veterans Affairs<br />
<strong>The</strong> Center for Veterans Affairs appointed Ted Digges <strong>to</strong> the<br />
position of Direc<strong>to</strong>r. He previously worked for Merrill Lynch,<br />
where he developed effective financial planning strategies for<br />
high net worth clients. With a military career spanning 27 years<br />
FA<br />
Financial Advisor<br />
in the U.S. Navy, Ted gained experience in strategic planning,<br />
cus<strong>to</strong>mer service, logistics and program management. A<br />
graduate of the U.S. Naval Academy, Digges holds a Masters in<br />
Management, a Masters in National Security and International<br />
Studies and is a graduate of the Darden School’s Executive<br />
Program at the University of Virginia. He will help the Center<br />
increase its impact in providing scholarships <strong>to</strong> deserving veterans<br />
who are pursuing a career in financial services.<br />
<strong>The</strong> Cary M. Maguire Center for Ethics in<br />
Financial Services<br />
<strong>The</strong> Center for Ethics sponsored the 4th <strong>Annual</strong> Cary Maguire<br />
Lecture in Applied Ethics. <strong>The</strong> presenter was Dr. Anthony<br />
Catanach, the Cary M. Maguire Fellow in Applied Ethics. His<br />
presentation, “Re-engineering the Ethical Culture in Financial<br />
<strong>Report</strong>ing,” highlighted the practices that render financial<br />
statements less than meaningful <strong>to</strong> inves<strong>to</strong>rs. <strong>The</strong> Center also<br />
hosted two Corporate Members-Only Retreats and the 13th<br />
<strong>Annual</strong> James A. and Linda R. Mitchell Forum on Ethical<br />
Leadership in Financial Services.<br />
<strong>The</strong> New York Life Center for Retirement Income<br />
<strong>The</strong> NYLCRI has been a driving force in developing the<br />
Retirement Income Certified Professional ® designation. This is the<br />
largest and fastest area of growth in academics at <strong>The</strong> <strong>American</strong><br />
<strong>College</strong>. <strong>The</strong> NYLCRI also recently rolled out a robust, new<br />
website with advanced search functions that allow for easy access<br />
<strong>to</strong> over 300 videos on various retirement income planning <strong>to</strong>pics.<br />
as seen in USA Today<br />
Another new program has gained traction in 2013. <strong>The</strong> Retirement Income Certified<br />
Professional ® designation has become the fastest program <strong>to</strong> launch in the institution’s<br />
his<strong>to</strong>ry and demand has driven its registrations <strong>to</strong> over 3,000. Since the program’s recent<br />
launch in 2012, there are already 270 completers that hold this designation. <strong>The</strong> program<br />
complements the CASL ® designation that has existed for many years at <strong>The</strong> <strong>College</strong>.<br />
GS<br />
David A. Littell, JD,<br />
ChFC ® , CFP ®<br />
2008<br />
Campus Learning Center<br />
Graduate School<br />
A state-of-the-art learning center complete with video and audio conferencing equipment and<br />
a professional HD studio for filming course content was completed and funded by MetLife. <strong>The</strong><br />
advanced facility offers one of the most technology-driven centers where up <strong>to</strong> 40 advisors and<br />
leaders can meet for courses and retreats.<br />
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