2024 HEFWA Summit
Permanent link for this collectionhttps://hdl.handle.net/2022/29981
Higher Education Financial Wellness Alliance (HEFWA)
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Item Unpacking Blind Spots to Effectively Support Students' Personal Finance Journeys(Higher Education Financial Wellness Alliance (HEFWA), 2024-07-15) Koonce, Kelci; Bean, NatashaThis session will define and explore the cognitive biases that can drive how we show up in teaching spaces and influence our financial habits. Participants will dive into a workshop style session and dive into the cognitive side of personal finance.Item Nurturing Financial Wellness: A Deep Dive into the Dollars for $cholars Program(Higher Education Financial Wellness Alliance (HEFWA), 2024-07-15) Xiong, Anne; Lewis, Elsy; Towers, JenniferJoin the Center for Financial Wellness at UC Berkeley for an informative session on their journey of creating and enhancing the Dollars for $cholars Program. This year-long financial wellness mentorship initiative was designed to empower historically underrepresented communities. During this session, the Center for Financial Wellness will share program history and growth, discuss improvements, present data and outcomes, review effective strategies and lessons learned, and outline their roadmap for future program enhancements. If time permits, the session will conclude with a dynamic discussion on innovative ways to support traditionally underrepresented communities.Item Same and Different: How Peer-to-Peer Financial Education Thrives at Community College(Higher Education Financial Wellness Alliance (HEFWA), 2024-07-15) Becker, JennyFinancial Educators - Welcome! This session is especially for our Community College teams and presented by a (one woman) Community College team. We will discuss the 4 key pillars of success that have helped Money Matters not only build a Financial Education program but thrive! Walk away with new ideas and insights on hiring and training two-year student workers, building campus advocates, bringing in the students, and building intentional data to show your impact.Item Captivating a Classroom(Higher Education Financial Wellness Alliance (HEFWA), 2024-07-15) Young, KimberlyI want to provide a fun session that will equip fellow educators with tools to engage their students while relaying some of the most important information they may ever learn. I guarantee to provide out-of-the-box tools that will get each attendee thinking of ways to implement new techniques in their classroom.Item Learn More about Changes in the Student Loan Space, the CFPB’s Institutional Lending Work and Tool Updates!(Higher Education Financial Wellness Alliance (HEFWA), 2024-07-15) Adesanmi, AdebukolaCome learn about the CFPB’s new and innovative research, monitoring, and law enforcement work in the student lending space. Additionally, come learn more about our free resources and exciting new updates to some of our existing tools. You’ll leave with a sense of the work the Bureau’s doing to help student borrowers and resources to help your institution.Item A New World: Helping Borrowers Manage Student Loans in 2024 and Beyond(Higher Education Financial Wellness Alliance (HEFWA), 2024-07-15) Wilson, Sara; Conway, ChrisBorrowers today face financial distress for a number of reasons. On top of that, they are confused due to the continued spread of misinformation, and social media trends encouraging them not to pay back their loans. This session will help you better understand the challenges and teach strategies to help borrowers in the new world of student loans.Item Penny for Our Thoughts: Lessons Learned Implementing a Mandatory Online Financial Wellness Program(Higher Education Financial Wellness Alliance (HEFWA), 2024-07-15) Doulamis, Sonia; Epperly, AmyFinancial literacy is important for all individuals to be educated in. Implementation of a mandatory financial literacy training for first year college students increases knowledge and skills necessary to understand basic financial wellness topics.Item How Do You Define Success? Exploring Financial Wellness Across Campuses(Higher Education Financial Wellness Alliance (HEFWA), 2024-07-15) Rogers, Gilbert; Richards, Valerie; Goebel, Paul; Sabola, Joy; Satterwhite, Philippa; Taylor, JarodThe session will focus on defining, measuring, and achieving student success in financial wellness. AFCPE will pose thought-provoking questions to encourage panelists and attendees to share their insights and successes. The aim is to provide valuable resources and insights for enhancing financial wellness programs in higher education programs. AFCPE will share proven tools and best practices from schools enrolled in their Registered Education Programs. Attendees will leave with actionable items for implementation in their financial wellness centers.Item Financial Socialization and Belonging Networking Group(Higher Education Financial Wellness Alliance (HEFWA), 2024-07-15) McAllaster, Gabrielle; Berry, JenThe Financial Socialization and Belonging Networking Group aims to further encourage and facilitate a discussion about how our individual lenses, shaped by our personal narratives and experiences, inform the ways we interact with financial matters, especially concerning fostering financial well-being and education with students in institutions of higher education. Our identities, experiences, and values, as well as those of our students, are molded by the financial decisions spanning generations within our families and communities driven by societal structures. These societal structures ultimately shape: our sense of acceptance, support and connection (belonging), our ability and awareness of how to navigate social and financial structures (empowerment), our capacity to make informed decisions about our finances (ownership), and how to utilize resources effectively overtime (longevity). Each of these factors ultimately shape and determine what resources we have access to and further influence and socialize future generations to come (socialization). As student affairs professionals, it is important for us to be aware of the different ways individuals learn about, relate to, and are socialized with money. To provide relevant financial education to support lifelong financial wellness, we first must consider the modeled behaviors that teach students about money and finances, and deeply consider the social structures and environments in which they live, work, and learn. Students’ relationships with money, including credit, debt, banking, investing, budgeting, and more, are deeply influenced by their individual and community financial experiences and education. These lived experiences and teachings serve as foundational elements that shape their financial attitudes, behaviors, and decision-making processes throughout their lives. We must guide students in embracing various approaches to resource management, allowing them to maintain stability and pursue the higher education experience they desire, not just what they can afford. But where and how do we begin the conversation? Here. Join us for an important collaborative conversation about Belonging, Empowerment, Longevity, Ownership, and Socialization in Financial Wellness!Item Alleviating Students’ Financial Stress: Oregon State University’s Center for Advancing Financial Education’s (OSU CAFE’s) Peer Mentor Program(Higher Education Financial Wellness Alliance (HEFWA), 2024-07-15) Salchenberg, Kayleen; Budke, Michael; Caruso, LaurenOregon State University’s (OSU) Center for Advancing Financial Education (CAFE) launched in March 2020 as a free service providing financial education within the OSU community and across Oregon. CAFE leadership and staff are involved in several state- and university-wide financial wellness initiatives, in addition to providing one-on-one advising, presentations, and workshops. One of CAFE’s major successes and the heart and soul of CAFE is the Peer Mentor Program, which hires and trains OSU students to meet with their peers and their peers’ families on all things paying-for-college and budgeting. Over the last 3 years, the program has grown in staffing and the number of clients served – from a team of 2 serving 100 students in one-on-one appointments during the first academic year, to a team of 9 with a realistic goal of serving 1,500 students and families in the ’23-’24 academic year. The CAFE Peer Mentors are an integral part of educating all students, including those incoming, on the cost of college and how to create a college financial plan. In this session, you will learn about: The evolution of CAFE and the role we play in the OSU ecosystem; The structure of CAFE’s Peer Mentor Program: the details of initial and ongoing training, what Peer Mentors cover in a one-on-one advising appointments and workshops, and challenges and opportunities; Proactive steps OSU and CAFE have taken to support students early in their financial success.Item A Path Forward(Higher Education Financial Wellness Alliance (HEFWA), 2024-07-15) Natali, GeneFinancial literacy must be more than a letter grade. To meaningfully impact lives, an action step must follow! Join us for an interactive investment education and financial planning workshop. The combination of student loan debt, quickly changing retirement plan type and investment accessibility raises the bar on this conversation from important – to imperative. All attendees will have the opportunity to build and leave with a working "personal" financial plan. Through this motivating presentation you will learn how higher education institutions are partnering with students to provide meaningful information and resources. The consequences of our students' early financial decisions can be far-reaching, perhaps permanent. But not all decisions have negative consequences. Age is an opportunity powerful enough to transform the lives of a generation. Let’s talk about how.Item A Pathway-Driven Financial Planning Framework for Graduate/Professional Students(Higher Education Financial Wellness Alliance (HEFWA), 2024-07-15) Brainard, Derek; Bechler, MaryWhether it's law, medicine, business, or another professional field, graduate and professional students often have a defined path based on their chosen discipline. Each one of these pathways largely dictate financial planning inputs in more predictable, but unique ways. Attend this session for a framework to approach pathway-driven financial planning that accounts for everything from cashflow management and common student loan repayment strategies for different careers, to insurance, investing, and estate planning considerations.Item Building a Culturally Responsive Personal Finance Program(Higher Education Financial Wellness Alliance (HEFWA), 2024-07-15) Bell, MelodyLearn what influences a learner’s financial well-being and the barriers that may be keeping them from absorbing personal finance education. Walk away with tips for making your personal finance program more culturally responsive.Item The Role of Higher Education Staff with State K-12 Financial Literacy Requirements(Higher Education Financial Wellness Alliance (HEFWA), 2024-07-15) Field, Hunter; Reyes, MatthewIn this focus group, we will discuss the momentum around K-12 financial literacy graduation requirements and the role higher education financial wellness staff might have in advocating for and implementing these policies. The NEFE team invites HEFWA attendees to attend this session to share their sentiments and thoughts on state K-12 requirements, and any role they might have in passing or implementing them.Item Empowering Financial Wellness in Today’s Digital World(Higher Education Financial Wellness Alliance (HEFWA), 2024-07-15) Yurista, Justine; Balazentis, Kristin; Hagan, Nichole; Kertes, VikkiThis event focuses on PNC’s commitment to enhancing financial well-being through education and advanced technological solutions. This session showcases how digital engagement platforms, when integrated into educational and wellness programs, empower campus communities to take control of their finances with innovative financial wellness education and tools. This interactive session promises to be a valuable platform for knowledge exchange and collaboration among institutions striving for financial empowerment on campus and within the community.Item Financial Trauma and Empathy: Mindful Steps to Empower Active Money Management(Higher Education Financial Wellness Alliance (HEFWA), 2024-07-15) Lorenzen, SaraThe difference between being financially literate and financially well sometimes comes down to how financial trauma affects a student's ability to make wise financial decisions. We'll discuss financial empathy’s role in student success and tools, resources, and strategies to help you help your students achieve a brighter financial future.Item From First Year to Graduate: Aligning with the Financial Lifecycle of a Student(Higher Education Financial Wellness Alliance (HEFWA), 2024-07-15) Lorenzen, Sara; Wilson, SaraHow are you reaching students at each stage of their financial journey? From prospective students through graduation, this workshop will provide financial wellness strategies to address the needs of your students at each stage of their college career. Participants will work together to document the key elements of their student lifecycle and come away with an action plan to align programming tailored to engage at each stage.Item Learn More about Changes in the Student Loan Space, the CFPB’s Institutional Lending Work and Tool Updates!(Higher Education Financial Wellness Alliance (HEFWA), 2024-07-15) CFPBCome learn about the CFPB’s new and innovative research, monitoring, and law enforcement work in the student lending space. Additionally, come learn more about our free resources and exciting new updates to some of our existing tools. You’ll leave with a sense of the work the Bureau’s doing to help student borrowers and resources to help your institution.Item The Language of Financial Wellness: Reframing for Access and Action(Higher Education Financial Wellness Alliance (HEFWA), 2024-07-15) Amarillas, AngelaUnlock the power of language in financial education! Learn about how Stanford’s Mind Over Money Financial Wellness Education Program grapples with making financial concepts actionable and accessible. Together we will play with strategies for creating inclusive language that you can translate into empowering approaches on your campus.Item The Financial Pillar of Collegiate Basic Needs: Collaborating for Student Success(Higher Education Financial Wellness Alliance (HEFWA), 2024-07-15) McCurdy, Kimberly; Walker Diamonte; Chavez, KarinaJoin us for a Collegiate Basic Needs discussion about the financial pillar of PA MASLOW: A Hierarchy for Collegiate Basic Needs and find out how you can utilize what's happening in the state and federal landscape to create your own financial strategy to best serve your learners.