RECOGNITION: Ken Perkins, a financial adviser with Tri-State Financial Services, a full-service insurance and investment firm formed in 1985 and located in Jefferson County since 1991, was recognized for his outstanding success in 2013 at the Cetera Advisor Networks "Connect Conference" held at the Hyatt Regency in New Orleans. Doug King, president and CEO of Cetera, congratulated Perkins and recognized him as a President's Council Member.
As a President's Council member, Perkins is one of the top representatives at Cetera Advisor Networks. Membership allows the opportunity to network and learn from peers along with the recognition among Cetera representatives and home office staff, King said.
While at the conference, Perkins attended educational and motivational meetings hosted by several industry leaders. Perkins heard from keynote presenters Archie Manning, James Carville and Mary Matalin as well industry leader James Bowen of First Trust. Perkins met with vice presidents from First Trust Portfolios L.P., CNL Securities Corp., BOK Financial, Pershing LLC and many others. Perkins was presented a crystal award July 17, marking his first President's Council achievement with Cetera.
In 2013, Perkins qualified for the Million Dollar Round Table for the 15th time. Perkins is a life and qualifying member of this organization and has three times achieved Court of the Table honors with MDRT. Perkins is a 30-year member of the National Association of Insurance and Financial Advisors and is a member of Financial Services Institute.
Tri-State Financial Services offers investments, employee benefits, insurance and annuities, business protection plans and personal financial needs such as estate planning, retirement planning, wealth accumulation and legacy and college funding strategies. The firm employs four full-time and one part-time employee. It is located at 255 N. Third St., Steubenville, and may be contacted at (740) 264-4466 or (800) 264-6381.
SPEAKS: Eastern Gateway Community College President Laura Meeks spoke to a group of national and international higher education stakeholders at the Learner Analytics Summit held July 21-23 at the University of Maryland University College.
The conference, themed "Analytics: The Game Changer for Student Success," was funded by the Kresge Foundation and hosted by UMUC. Meeks received an invitation to be a luncheon speaker because of the college's Leader College status and work through Achieving the Dream, a national reform movement aimed at improving student success. Her speech was entitled "Getting to the Heart of Our Business - Learning."
Attendees represented a cross section of four-year and two-year colleges, national organizations, Maryland state and national departments of education and private firms focused on data analytics in education and the Kresge Foundation. The goal of this convening was to create national communities of practice in learning and knowledge of analytics.
The foundation sponsored Meeks' attendance as well as two members of Eastern Gateway's ATD core team - Ann Koon, director of public information and web manager, and Christina Wanat, dean of student learning.
Eastern Gateway joined the ATD movement 10 years ago and was chosen as a Leader College in 2009. During the past decade, the college worked to raise the retention and completion rates of all students but especially first-generation, low income and minority students. This work dovetails with the state's new completion plan requirements and the new performance-based funding formula.