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Focus on FinEd: The Policy Convenings

Focus on FinEd: The Policy Convenings

Auteur(s): National Endowment for Financial Education
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In 2021, the National Endowment for Financial Education and the Council for Economic Education hosted five financial education policy convenings to discuss the most pertinent issues in the field. Nearly 250 stakeholders from 44 states joined this invitation-only event. The goal? Provide an open forum to learn and listen about the opportunities, technicalities and challenges encountered when considering statewide financial education policy and programming. The outcomes from these convenings are the subject of this series of podcasts. NEFE President and CEO, Dr. Billy J. Hensley, and NEFE Policy and Advocacy Director, Raven Newberry, will sit down with some of the people involved with the convening’s development to analyze how the field can turn the lessons learned into actionable next steps. Disclaimer: Focus on  FinEd: The  Policy  Convenings is produced  by the National Endowment for Financial Education, a 501(c)(3) nonprofit that is the independent, centralizing  voice providing leadership, research  and collaboration to advance financial education and financial well-being.   The opinions and statements made on this Podcast are those of the Podcast participants and do not necessarily reflect the views of NEFE or constitute statements supported by NEFE. For more information, visit www.nefe.orgCopyright © National Endowment for Financial Education. All rights reserved. NEFE is a 501(c)(3) nonprofit. Tax ID: 84-0632115. Développement commercial et entrepreneuriat Entrepreneurship Gestion et leadership Politique Sciences politiques Économie
Épisodes
  • Recap: A Conversation with Nan Morrison
    Apr 29 2022
    The final episode of the series is a conversation between the heads of the two organizations who hosted the convenings – Dr. Billy Hensley (NEFE) and Nan Morrison (CEE). The two leaders discussed some behind-the-scenes work that went into the convening development and how the right topics and the right stakeholders truly made the outcomes what they were.

    Participants / Guests:

    • Host: Billy Hensley, president and CEO, NEFE
    • Special Guest: Nan Morrison, president and CEE, Council for Economic Education

    Topics:

    • The benefits of having a diverse audience with different views on the topics.
    • The role the pandemic played in the discussions and who participated.
    • A preview of NEFE’s and CEE’s partnered advocacy work on K-12 financial education requirements.
    • How this work relates to CEE’s 2022 “Survey of the States” Report.

    Additional Resources:

    • Policy Convening Summaries

    Disclaimer: Focus on  FinEd: The  Policy  Convenings is produced  by the National Endowment for Financial Education, a 501(c)(3) nonprofit that is the independent, centralizing  voice providing leadership, research  and collaboration to advance financial education and financial well-being.  

    The opinions and statements made on this Podcast are those of the Podcast participants and do not necessarily reflect the views of NEFE or constitute statements supported by NEFE.

    For more information, visit www.nefe.org

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    23 min
  • How Can We Better Align Financial Education to Support the Values and Contexts of Diverse Communities?
    Apr 18 2022

    This episode reflected on the importance of placing a diversity, equity and inclusion lens on financial education. Dr. Billy Hensley provides introductory and closing remarks, and host Raven Newberry interviews Anne Price, the policy convening’s moderator, on the need for the field to re-examine how financial markers, history and generating wealth are taught to ensure accuracy and foresightedness.

    Participants / Guests:

    • Introduction/Conclusion: Billy Hensley, president and CEO, NEFE
    • Host: Raven Newberry, director of Policy and Advocacy, NEFE
    • Special Guest: Anne Price, president, Insight Center for Community Economic Development

    Topics:

    • The benchmarks and language used or misused when teaching financial education.
    • The role parents, culture and community can – and should – play.
    • The false narrative of “one-size-fits-all” regarding financial education.
    • The concept of “mental models” and the relationship between assumptions and behaviors.

    Additional Resources:

    • Policy Convening Summary

    Disclaimer: Focus on  FinEd: The  Policy  Convenings is produced  by the National Endowment for Financial Education, a 501(c)(3) nonprofit that is the independent, centralizing  voice providing leadership, research  and collaboration to advance financial education and financial well-being.  

    The opinions and statements made on this Podcast are those of the Podcast participants and do not necessarily reflect the views of NEFE or constitute statements supported by NEFE.

    For more information, visit www.nefe.org

    Voir plus Voir moins
    23 min
  • How To Better Support the Unique Needs of Communities in Rural Areas
    Apr 4 2022

    This convening examined rural areas with a special focus on military and native communities and the importance of customizing financial education for the specific needs of these demographics. Dr. Billy Hensley provides introductory and closing remarks, and host Raven Newberry interviews Chrystel Cornelius, the policy convening’s moderator, on how the conversations that happened throughout the event can evolve into logical next steps for communities to implement.

    Participants / Guests:

    • Introduction/Conclusion: Billy Hensley, president and CEO, NEFE
    • Host: Raven Newberry, director of Policy and Advocacy, NEFE
    • Special Guest: Chrystel Cornelius, CEO and president, Oweesta Corporation

    Topics:

    • An overview of the convening’s overarching question and the feedback from participants.
    • The diversity of rural communities and the need for customization.
    • The role educators need to play in respecting cultures.
    • Why “trusted touchpoints” are an effective tool in rural communities.

    Additional Resources:

    • Policy Convening Summary

    Disclaimer: Focus on  FinEd: The  Policy  Convenings is produced  by the National Endowment for Financial Education, a 501(c)(3) nonprofit that is the independent, centralizing  voice providing leadership, research  and collaboration to advance financial education and financial well-being.  

    The opinions and statements made on this Podcast are those of the Podcast participants and do not necessarily reflect the views of NEFE or constitute statements supported by NEFE.

    For more information, visit www.nefe.org

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    35 min
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