Webinar Series

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Thursday, october 24, 2019: 2:00pm (edt)

Given the growing complexities of the higher education industry, there seem to be competing priorities that make it challenging to obtain the resources and support that we need to take our personal finance education programs to the next level. Because Financial Wellness is a relatively new field, there are still growing pains within our industry. Many of our services started by passionate practitioners who decided to respond to a need. Strategic decisions around organizational structures and alignment of mission and goals were not always present in this process. This session will start the conversation around benefits and challenges of having financial wellness efforts come from different areas and how that might affect our field moving forward.

We’ll share how by combining a personal finance and career education curriculum into one program, an institution was able to better communicate the importance and interconnectedness of career success and financial stability, and ultimately capitalize on existing networks and gain stronger institutional buy-in by becoming part of our institutional brand.

Presenter: Jimena Huaco, Assistant Director, Talent Education Management, Champlain College

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monday, september 16, 2019: 1:00pm (edt)

In July of this year, The Summit Advisory Committee announced the roll-out of The Higher Education Financial Wellness Alliance (HEFWA). This national alliance will provide online and in-person programming to assist practitioners, including a personal coaching program for staff to develop on-campus initiatives and other services to help improve students’ financial decision-making and reduce the impact of student loan debt and student financial stress.

During this webinar our Summit Advisory Co-Chairs, Phil Schuman and Bryan Ashton will provide more detailed information about membership benefits, timeline, and structure. They will also answer any questions you might have as existing or potential Alliance members.

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Campus financial education programs often ask, “How do you train peer educators?” Come learn training techniques that have seemed like well-kept secrets. Peer-to-peer is the pinnacle of education delivery methods but requires a robust training program to ensure its effectiveness. Come learn training approaches that are efficient to administer, ensure students become successful peer educators and provide students a leg-up in their transition into financial services careers. It’s a WIN WIN WIN!

Presenter: Jodi Kaus, Director of Student Financial Planning and Counseling Center at Kansas State University

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Trellis’ Student Financial Wellness Survey (SFWS) seeks to document the financial well-being of post-secondary students and provide institutions with a detailed profile of the financial issues their students face, some of which could potentially impact their success in college. In this session, the presenter will share findings from the Fall 2018 survey and discuss the context and implications of the findings for institutions. Student financial wellness topics covered include how students pay for college, attitudes on debt, basic needs security, student debt, academic goals, public assistance usage, and financial obligations to family. The SFWS is free for institutions to use, and Trellis is currently recruiting institutions to participate in the Fall 2019 semester implementation.

Presenter: Kasey Klepfer, Senior Research Analyst for Trellis Research.