Selected for an editorial review board
Apparently all of my 2024 professional recognition is rolling in at once [1, 2, 3]! Today I was just accepted to the standing editorial review board for the journal “Therapeutic Advances in Gastroenterology“. So you’ll eventually be seeing my name show up on https://journals.sagepub.com/editorial-board/TAG . This joins my standing position…
Reviewing Scholarship Applications – a community building experience
It was that time again. Time to review scholarship applications for future Certified Financial Planners, courtesy of the Measure Twice Planners CFP scholarship to Bryant University. It was my pleasure to be on the Scholarship Board again this round. There are so many ways to build your community. Measure Twice…
Building resources for a professional community
I like to give back to my professional community. One of the ways I’m doing that in 2024 is to lead a discussion at the eCOTS (electronic Conference on Teaching Statistics) conference on “Connecting industry statisticians and educators needing field-specific teaching examples” (unfortunately they beat up my name). What does…
Earning the Reviewer Award for the AMIA Informatics Summit
I was recently honored with a 2024 Reviewer Award for the AMIA Informatics Summit. Great! Um, wait, what does that mean, and why did they pick me? Here’s how this award is described on their website: AMIA appreciates the Scientific Program Committee members and Reviewers who went above and beyond…
Community Build – reviewing scholarship applications
There are so many ways to build your community. Measure Twice Planners memberships provide the funding for full ride scholarship for the CFP classes. Two to three times a year a Scholarship Board works with Cody to select recipients out of the applicant pool for these needs-based scholarships. As a…
Mentoring as a form of giving back
Have you ever volunteered as a mentor? Mentoring provides a lot of benefit for the mentor, as well as the mentee. The mentee gets a boost up on their career as well as emotional and informational support, while the mentor gets to make connections and pay forward all of the…
Published in the Journal Of Financial Planning – Insights from the Tax Trenches
I wrote an article that was published in the October 2022 issue of the Journal of Financial Planning, financial planners can access it through the Financial Planning Association. My article, “Insights from the Tax Trenches for NexGen Financial Planners”, is on pages 24-28. In it I outline what is the…
In the Journal of Financial Planning – On continuing education
In any profession for the curious mind, there is a need for continuing education. Whether you need to meet formal CE requirements or it’s a daily necessity of the job, if you need to learn, then you need to have quality places and people to learn from. That’s why in…
In the Journal of Financial Planning – On my super coworker
None of us are perfect. But wouldn’t it be great if we could have a super coworker to help get it all done? In the July 2022 issue of the Journal of Financial Planning, I was quoted for one of their more irreverent topics – which superhero would you want…
In the Journal of Financial Planning – Hurdles for tax preparation
In the May 2022 issue of the Journal of Financial Planning, members of the Financial Planning Association community were asked to weigh in on the topic of what do we spend a lot of time doing, that we wish we spent less on? I was quoted about two particularly time…