Affiliates and Training

Professional Credentials:

International Coach Federation (ICF) –  seeking the Associate Certified Coach (ACC) – credential – application is pending the completion of all necessary requirements.

Licensed CPA in Massachusetts from 6/30/87 through 6/30/91 – Registration number 9201

Certified Financial Coach™  awarded my certificate as of 2012 through WealthStrong International

Educational Institutions:

9/2011 – 5/2012 – WealthStrong International and Financial Literacy Laboratories, Littleton, CO

  • Certified Financial Coach™ Program – ICF Accredited Training – completed 63 contact hours of training specific to Financial Coaching – Guest Instructor for the Certified Financial Coach™ Training Program – Fall 2012

9/2010 – 3/20/2011 – Center for Right Relationship, Vallejo, CA

  •  Organizational & Relationship Systems Coaching (ORSC™) – ICF Accredited Training – completed 84 contact hours in systems coaching

9/2009 – 5/2010  Massachusetts School of Professional Psychology (MSPP), Boston, MA

  • Executive Coaching Graduate Certificate – ICF Accredited Training (9-month academic certificate) – 260 contact hours

9/2006 – 6/2007  Program on Negotiation at Harvard Law School, Cambridge, MA

  • Completed two programs – Negotiation & Dispute Resolution (Fall 2007) and Mediation & Participatory Processes (Spring 2007) – two-semesters of Academic Training

Boston University – Boston, MA   M. Ed. Human Resource Education – 1987
Northeastern University – Boston, MA   M.S. Financial Accounting – 1983
Bowdoin College – Brunswick, ME   B.A. in Political Science – 1981

Assessment Programs:

Certified Behavioral Analyst – DISC Assessment – Behavior Styles – as of 2010

  • DISC is a behavior style assessment that evualutes your preferred style of interacting.  D refers to Dominance – how you approce problems and power; I refers ti Influencing – how you attempt to influence others; S refers to steadiness – how your repons to change and variation; C refers to compliance – how your respond to rules and procedures.

Continuing Education:

2010 – CCEP Program – The Bigger Game Workshop

2010 – MSPP – Appreciateive Inquiry in Action: Cultivating Practices for Well-Being

2009 – MSPP – Introduction to Professional Executive Coaching: Applied Principles in
Psychology, business, and Coaching

2008 – MSPP – Executive Coahcing: Building and Managing Your Practice

2008 – MSPP – Using the Strong Interest Inventory in Coaching

2006 – Mediation Works Incorporated – Executive Mediation Training
Served on the MWI District Cour Panel of Mediators for 18 months.

Other Coaching Affiliations

The Gay Coaches Alliance, member since 2012.