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So far mylene has created 8 blog entries.

Institute for Divorce Financial Analysts Launches CDFA.com to Help the Public Find Financial Expertise During Divorce

2026-03-10T13:16:31-05:00

Durham, NC — [March 11, 2026] — The Institute for Divorce Financial Analysts™ (IDFA®) today announced the launch of www.cdfa.com, a new public-facing website designed to help individuals, attorneys, and other professionals better understand the role of a Certified Divorce Financial Analyst® (CDFA®) and the critical financial issues involved in divorce. Divorce is not only an emotional transition but also one of the most significant financial events many individuals will face. CDFA.com was created to provide accessible information and practical resources that explain what a CDFA® is, what a CDFA® does, and how financial expertise can help individuals make informed decisions [...]

Institute for Divorce Financial Analysts Launches CDFA.com to Help the Public Find Financial Expertise During Divorce2026-03-10T13:16:31-05:00

CFP Board Guide Exposes Divorce Expertise Gap for Financial Planners

2025-10-22T11:52:41-05:00

DURHAM, N.C., Oct. 16, 2025 -- CFP Board's newly released "Divorce Guide: Navigating Divorce and Other Conflicts With Married Clients" is putting focus on one of the profession's toughest blind spots: helping clients navigate divorce without crossing ethical or fiduciary lines. The guide clarifies how CFP® professionals must recognize, disclose, and manage conflicts that arise when advising married or divorcing clients. It directs planners to limit or terminate engagements when duties to one spouse become adverse to the other, and to avoid giving advice that could influence divorce proceedings. The message is clear: financial planners can no longer improvise when working [...]

CFP Board Guide Exposes Divorce Expertise Gap for Financial Planners2025-10-22T11:52:41-05:00

ISBA-NEBB 2025 Annual Conference Brings Appraisers Together for Peer-Driven Insight

2025-08-06T14:19:57-05:00

The ISBA-NEBB 2025 Annual Conference will bring together professionals in business valuation and machinery and equipment appraisal live via Zoom on October 21–22, 2025, for two days of thoughtful conversation, insight-sharing, and professional connection. Whether you’re working through a complex engagement or navigating a shifting appraisal landscape, one thing is clear: there’s real value in exchanging ideas with people who do what you do. Even more so with those who understand the nuances, the pressures, and the stakes involved in this work. That’s what makes the ISBA-NEBB 2025 Annual Conference different. It’s not just about learning—it’s about being part of a conversation [...]

ISBA-NEBB 2025 Annual Conference Brings Appraisers Together for Peer-Driven Insight2025-08-06T14:19:57-05:00

Hundreds of Financial Professionals to Gather at IDFA 2024 National Conference in Nashville

2024-04-15T11:07:17-05:00

NASHVILLE, Tenn. , April 15, 2024  -- The Institute for Divorce Financial Analysts (IDFA) will hold its annual National Conference May 6-8, 2024, at the Sheraton Music City Hotel in Nashville, Tennessee. "This year's conference offers a comprehensive program designed to address the intricate financial issues of divorce," says Carol Lee Roberts, IDFA President. "Attendees will gain valuable insights from industry leaders on a broad range of topics, develop their skills through interactive sessions, and connect with hundreds of colleagues from across the country." A Deep Dive The IDFA 2024 National Conference agenda features presentations and workshops led by top experts, [...]

Hundreds of Financial Professionals to Gather at IDFA 2024 National Conference in Nashville2024-04-15T11:07:17-05:00

CLTC Director Featured in CBS News Discussing Long-Term Care Planning

2024-03-18T07:52:42-05:00

[Durham, NC] – [Feb. 29, 2024] – Following a successful January webinar that addressed common myths about the long-term care insurance industry, the Certification for Long-Term Care (CLTC®) is pleased to announce that Bill Comfort, CLTC®, CSA, Director of Training and CLTC Master Class instructor since 2001, was recently featured in a CBS News article exploring the evolving role of long-term care insurance. The CBS News article “Does Long-Term Care Insurance Still Make Sense If You Live With Your Children?” delves into the complexities of navigating long-term care options, particularly for individuals who anticipate residing with family members. Bill, a seasoned expert [...]

CLTC Director Featured in CBS News Discussing Long-Term Care Planning2024-03-18T07:52:42-05:00

NEBB Institute Bolsters Leadership with Renowned Appraisers John Harris & Chris Rials

2024-01-13T19:56:10-05:00

[NEBB Institute, Durham, NC] – [Jan. 2, 2024] – The NEBB Institute, a leader in machinery/equipment appraiser education, strengthens its core with the appointments of Chris Rials, BCA, MCMEA, CSBA, as Director and John R. Harris, ASA, BCA, MCBC, as member, Board of Directors. This dynamic duo brings decades of combined experience and expertise to elevate the CMEA program and empower aspiring professionals. A Passion for Excellence: John Harris, a recognized leader with over 40 years in the industry, returns to NEBB, serving on its Board of Advisors. His accredited senior appraiser qualifications, international business broker expertise, and frequent expert witness [...]

NEBB Institute Bolsters Leadership with Renowned Appraisers John Harris & Chris Rials2024-01-13T19:56:10-05:00

Certitrek Unveils CLTC Master Class Accelerator Program

2023-12-09T17:19:58-05:00

Certitrek Group and CLTC® (Certification for Long-Term Care) are proud to introduce Accelerator, an innovative training program designed to equip CLTC Master Class graduates with hands-on skills that facilitate the integration of their classroom training into their day-to-day sales activity. The CLTC Accelerator Program serves as an invaluable bridge, empowering advisors to better incorporate the Master Class teachings into their practice and sustain that activity over time. Accelerator is built around five key action steps and is supported by a seasoned CLTC instructor in five 90-minute coaching sessions. These sessions serve as a springboard for advisors, enabling them to seamlessly weave [...]

Certitrek Unveils CLTC Master Class Accelerator Program2023-12-09T17:19:58-05:00

CLTC Celebration of Long-Term Care Awareness Month featured in Yahoo Finance

2023-11-13T15:57:10-05:00

The Certification for Long-Term Care (CLTC®) and its annual commemoration of Long-Term Care Awareness Month was recently featured in Yahoo Finance, highlighting the organization's commitment to shedding light on the evolving landscape of long-term care. The article, CLTC Shines Light on Long-Term Care Awareness Month, detailed some of CLTC's initiatives to raise awareness by delving into key aspects of long-term care and emphasizing the critical role that CLTC plays in empowering extended care planning professionals to navigate the complexities of this vital sector. “All of CLTC’s activities underscore the importance of planning for extended care, particularly this month. Understanding the impact [...]

CLTC Celebration of Long-Term Care Awareness Month featured in Yahoo Finance2023-11-13T15:57:10-05:00

Certitrek Group is a workforce training organization on a mission to promote educational equality and facilitate professional development opportunities for companies and individuals ready to expand their skill set, improve their systems, and build a brighter future through knowledge.

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  • 3622 Lyckan Parkway, Suite 3003 Durham, NC 27707

  • 1-844-885-1476
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Kate McCall

Director of Marketing for Certitrek Group

Kate McCall is the Director of Marketing for Certitrek Group, where she leads marketing strategy and execution across a portfolio of professional certification and education brands. Kate specializes in building scalable marketing operations that align growth strategy, data, and execution across complex, multi-brand organizations.

In her role, she partners closely with executive leadership and business unit stakeholders and leads a centralized marketing team responsible for delivering integrated, multi-channel programs. She focuses on driving demand, improving conversion and retention, and bringing structure to marketing efforts spanning paid media, content, email, events, and lifecycle campaigns. Known for her operational mindset and KPI-driven approach, Kate turns strategy into repeatable systems that support sustainable growth.

Outside of work, Kate enjoys spending time with her family, staying active, and being involved in her local community. She values meaningful connections, balance, and continuous growth, bringing the same intention to her personal life that she does to her work.

Amber Pate

Chief Operations Officer at Certitrek

Amber Pate is the Chief Operations Officer at Certitrek. She is setting the company’s vision and strategy and leading our incredibly talented team to make the vision become a reality. Her values include integrity, adaptability, resilience, and collaboration, emphasizing open communication for trust and success. Amber embraces change and innovation, fostering a culture of continuous learning and creative problem-solving. She believes in surrounding herself with passionate individuals to achieve greatness, aiming to empower individuals and organizations for modern workplace success through industry-relevant certifications and growth-focused learning environments.

When not immersed in work, she finds joy in exploring the world and experiencing new cultures. Traveling is more than just a hobby—it’s an opportunity to broaden her horizons, gain a deeper understanding of different traditions, and create lasting memories. She thrives on the excitement of discovering new destinations and immersing herself in unique experiences.

Above all, Amber is a proud parent and her son’s biggest cheerleader. There is nothing she loves more than supporting her child’s endeavors, whether it be academics, sports, or personal achievements. Being there to witness growth and accomplishments brings her a sense of fulfillment and pride. In addition to family and travel, she is an avid dog lover. The bond between humans and animals holds a special place in her heart. Whether it’s playing fetch in the park or simply enjoying a peaceful walk together, she cherishes the companionship and unconditional love that dogs bring into her life.

Gene Wyles

Director of Sales at Certitrek

Gene Wyles is the Director of Sales at Certitrek, where he plays a pivotal role in driving the company’s revenue growth initiatives. With a wealth of experience and expertise in sales, Gene leads and supports various initiatives aimed at expanding Certitrek’s market presence and success. His responsibilities extend beyond merely achieving sales targets; he is committed to nurturing and developing Certitrek’s sales professionals, ensuring they are equipped to excel in their roles and contribute to the company’s overall mission.

Gene’s career is deeply rooted in his values, which include the belief that one’s thoughts shape their reality. He emphasizes the importance of maintaining a positive mindset, even in challenging situations, and sees grit as a more valuable asset than innate talent. His career philosophy centers on the idea that meaningful goals require active pursuit and a touch of audacity. Gene’s commitment to these principles is evident in his dedication to Certitrek’s mission – to ensure that all sales personnel are well-informed, trained, and led in perfect alignment with Certitrek’s goals and expectations.

Beyond the office, Gene is a devoted family man. He values quality time spent with loved ones and cherishes weekends with outdoor adventures such as camping, hiking, and mountain biking. Gene’s passion for exploration extends to the craft brewery scene, where he enjoys discovering new flavors and experiences along the way. His well-rounded approach to life reflects the dedication and enthusiasm he brings to his role as Director of Sales at Certitrek.

Ashwani Dudeja

Finance Controller at Certitrek

Ashwani Dudeja is a seasoned finance professional with over 18 years of experience, currently serving as the Finance Controller at Certitrek Group. In this pivotal role, he exhibits a proactive and result-oriented approach, overseeing all facets of accounting and finance management within the organization.

His responsibilities include formulating budgets, implementing efficient systems and procedures, conducting in-depth analysis, and generating key reports to exercise financial control and enhance overall operational efficiency. Ashwani’s expertise lies in applying complex accounting concepts to various scenarios, demonstrating a comprehensive understanding of financial intricacies.

As a leader, he greatly emphasizes nurturing talent within his team, providing effective counseling, training, coaching, and mentoring to help team members reach their full potential. Ashwani also diligently monitors key performance indicators, operational metrics, strategic initiatives, risk scenarios, and business plans to drive the finance department’s success.
His unwavering values define Ashwani Dudeja’s career. He is known for his courage, honesty, and strong sense of teamwork. His courage propels him forward for the company’s benefit and yields superior results, giving him the confidence to navigate challenging situations with integrity. His belief in the collective efforts of a team informs his collaborative approach to work.

At Certitrek, Ashwani’s mission is to lead his company in consistently producing high-quality results. Beyond his professional life, he is a dedicated family man who cherishes his role in the household. He’s also an avid traveler, sports enthusiast, and fitness freak, embracing a well-rounded and active lifestyle outside of work.

Prashant Upadhyaya

CEO of Certitrek

Prashant Upadhyaya, currently serving as the CEO of Certitrek, is a visionary leader with a clear focus on driving the company’s success. In his role, he is responsible for achieving Certitrek’s budgeted Topline and EBITDA goals, a testament to his strategic insight and financial expertise.

Prashant’s leadership extends beyond financial targets; he is deeply committed to the company’s long-term growth. His strategic planning and execution skills shape Certitrek’s future trajectory. Furthermore, he strongly emphasizes mentorship and coaching for the senior management team, fostering a culture of professional development and excellence. Prashant is known for his knack for goal setting and alignment, ensuring that the executive team and the various company divisions work cohesively toward a common purpose. His cash and resource management skills are integral to Certitrek’s financial stability.

Prashant’s career is guided by a set of values that reflect his character and approach to leadership. He firmly believes in the concept of Servant Leadership, emphasizing the importance of having his team’s back, knowing they will reciprocate. He’s not one to shy away from getting his hands dirty, valuing practical work over titles. He adheres to hiring people more intelligent than himself and recognizing the power of a talented and diverse team.

At Certitrek, Prashant’s mission is crystal clear: drive 4x growth in the next 5 years. His ambitious goal will set a clear path for the organization’s growth and prosperity.

Outside of work, he enjoys quality time with his family and has a passion for sports, often indulging in watching games. His love for physical activity knows no bounds, with a particular enthusiasm for running and strength training, demonstrating his commitment to a balanced and active lifestyle.

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