The Higher Education Financial Wellness Alliance is a network of professionals dedicated to bringing together post-secondary organizations to inform national conversations that impact the financial wellness field, public policy and educational support services.

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Our Story

The Higher Education Financial Wellness Alliance was created as a result of the success of the annual Higher Education Financial Wellness Summit (originally known as the National Summit on Collegiate Financial Wellness), which was first held in 2014.

The initial primary objective behind the Summit was to bring practitioners together to explore how institutions can better provide access to financial education material that would help address issues related to student debt and a lack of financial literacy among college students. While it is still a core piece of the Summit, the programming has expanded to address barriers to degree completion that stem from students’ financial issues, such as food insecurity, homelessness, and overall financial fragility.

While the Summit has been a positive venue for bringing together financial wellness champions from around the country, there is now a clear demand for the opportunity to continue the conversations throughout the rest of the year. This is the reason for the Alliance: to be the premiere forum for conversations related to financial wellness in higher education.

 

Mission

The Higher Education Financial Wellness Alliance is a network of professionals dedicated to bringing together post-secondary organizations to inform national conversations that impact the financial wellness field, public policy, and educational support services.

 

Vision

The Higher Education Financial Wellness Alliance will be the premier forum for conversations related to financial wellness in higher education.  Through programming, policy, and research the alliance will scale impactful solutions and further the national discussion to assist campuses in developing financial wellness for students to support responsible college financing, remove barriers to degree completion, and provide lifelong skills for economic prosperity.

 

The 2019 HEFW Summit saw:

 

340

attendees

175

institutions

1

common goal

 

Who We Are

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The Alliance Advisory Board

The Alliance relies on the guidance of leaders in the higher education community committed to bringing financial wellness to students. The Advisory Board is comprised of individuals serving at four-year public and private schools, two-year schools, and other organizations wanting to support student success.

More details on the Advisory Board will be coming soon.

 
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The Alliance Directorate

The Alliance Directorate is responsible for the year-round programming put on by the organization. The Directorate is comprised of financial wellness practitioners from around the country who are passionate about spreading the knowledge they’ve learned from their time in the field.

If you’re looking to volunteer with the Alliance, we will have more information in the upcoming weeks about how you can get involved. If you have any questions about the Alliance, please reach out to info@hefwa.org.

Front (l to r): Megan Patel, Angela Mazzolini, Karen Serna, Morgan McMillan; Back (l to r): Spencer Bowman, Nate Peterson, Phil Schuman, Janessa Siegel, Bryan Ashton, Andrea Pellegrini; Not pictured: Jimena Huaco, Claudia Villicaña

Front (l to r): Megan Patel, Angela Mazzolini, Karen Serna, Morgan McMillan; Back (l to r): Spencer Bowman, Nate Peterson, Phil Schuman, Janessa Siegel, Bryan Ashton, Andrea Pellegrini; Not pictured: Jimena Huaco, Claudia Villicaña