Housing Development Consortium – Government Relations and Policy Director
St. Vincent de Paul – Kent Education Equity Partnership Consultant
Lutheran Community Services – Various Positions
Neighborhood House – Various Positions
Hopelink – Various Positions
Solid Ground – Various Positions
Catholic Community Services – Various Positions
El Centro de la Raza – Various Positions
MSC – Various Positions
Friends of Youth – Various Positions
Financial Education Partners Network (FEPN)
Quarterly Meetings and Workshops
2017 FEPN Meeting/Workshop
Dates: Wednesday, February 15, May 3, August 9 and November 8
Time: 9:00 a.m. – 11:30 a.m.
Location: King County Housing Authority, 700 Andover Park West, Tukwila
Workshop: Health, Wealth and Medical Debt
- Lydia Assefa-Dawson, King County Housing Authority, Chair
- Sameth Mell, Mt Baker Housing, Chair
Youth Financial Empowerment: Nicole Guiberteaux, YMCA and Molly Stutzman, YMCA
Financial Inclusion & Disability Awareness Workgroup: Emerson Sekins, NW Access Fund
Financial Inclusion & Disability Work Group Meeting
2017 Dates: 4th Friday of the month (May 26)
Time: 10 -11 am
Location: NW Access Fund, 1437 South Jackson St., Seattle
Meeting Dial-in Number: (712) 775-7100; 312695#
Foreclosure Prevention Team Meeting
2017 Meeting Dates
Dates: 3rd Wednesday of every month (May 17th)
Time: Noon – 1:30 p.m.
Location: Urban League, 105 14th Ave , Seattle and/or call-in
Conference call dial-in number: (206) 707-7569 or (509) 381-2396
Conference ID: 41461
Foreclosure Prevention Chairs:
- Alder Burgess, Northwest Justice Project
- Linda Taylor, The Urban League of Metropolitan Seattle
Upcoming Training and Networking Events
FROM DREAM TO REALITY: FREEDOM IN FINANCIAL CHOICE + SECURITY
In May the Prosperity Agenda will bring together more than 100 professionals from Washington, Oregon and Idaho who serve communities impacted by poverty, to connect and discuss ways that organizational development and program design drive change.
Date: Wednesday, May 10, 2017
Time: 9 am – 5 pm
Location: Tacoma Art Museum, 1701 Pacific Avenue, Tacoma, WA
The Financial Capability Summit 2017 will explore what financial security and choice mean for people impacted by poverty, and how financial capability work can change lives for the positive. You’ll hear short, provoking talks that will inspire new ways of thinking about financial capability and its impact on transforming people’s lives.
The Summit will focus on:
- Acknowledging the Savviness of People
- Health and Economic Security
- Pushing Against the Role of Systems
- Dignity vs Survival: What Does it Mean to be Poor
- Addressing Racial Equity in Financial Capability Programs
- Social Networks Making “Career-Readiness” Possible
2017 Dates: Wednesday, March 1, June 7 and September 6 (Registration Required)
Time: 8:45 a.m. – 4:00 p.m.
Location: King County Housing Authority, 700 Andover Park West, Tukwila
To provide you with:
- An orientation and strategies to using the Your Money, Your Goals, a financial empowerment toolkit for Social Services programs.
- Best practices for facilitating financial education; overcoming barriers.
- An overview of FDIC Money Smart.
- The tools, knowledge and confidence to use the toolkit and provide FDIC’s Money Smart training to your constituency or in your community.
By the end of the training, you will be able to:
- Explain the ways outcomes of financial empowerment training align with your program and client outcomes.
- Demonstrate increased confidence in your own knowledge about core financial management topics.
- Assess clients’ financial condition or situation.
- Provide the right financial content at the right time in the context of your case work with clients based on assessment.
- Use specific tools to help your clients reach their own goals in different cultural and situational contexts.
- Access and use tools and materials available at everyoneiswelcome.org, www.cfpb.gov and www.fdic.gov/consumers/consumer/moneysmart.
THE PROSPERITY AGENDA – Coaching College
Introduction to Financial Coaching
The Prosperity Agenda offers an introductory course presented live, online over 4 weekly, 1 hour sessions, and includes easily accessible, self-paced online modules to enhance the learning process. The instructor enhances the learning experience with live, online application of financial coaching tools, plus 8 weeks of follow-up technical assistance (by phone and email) to assist staff with integration of coaching tools and techniques. View online course details here.
THE CENTER FOR FINANCIAL SECURITY
University of Wisconsin-Madison
Here are the recorded topics being explored throughout the series:
• Increasing Focus: Gaining Clarity about ”Financial Coaching” vs. “Financial Counseling” & The Implications for Preparing Your Team. Download the recording here>
• Lead by Design: Deepen Understanding of Program Design & Models to Better Meet People Where They Are. Download the recording here>
• Demonstrating Success: Identifying Metrics to Measure Financial Coaching & Counseling Impact. Download the recording here>
• Taking It to the Next Level: Exploring Financial Coaching Platforms & Putting It All Together. Download the recording here>
THE NATIONAL DISABILITY INSTITUTE (NDI)
Motivational Interviewing: An Approach That Make a Real Economic Impact
In this webinar, the National Disability Institute (NDI) defines motivational interviewing, provides an overview of how this technique works and tips on how to use this approach with clients to help them achieve financial stability.
View the recording of the webinar here>
Download webinar materials (slides and transcript) here>
Financial Empowerment Training Opportunities
CFED’s Five-Part Integrating Financial Capability Learning Series
- Call #1: Preparing to Design and Integration Project (Slides, Recording)
- Call #2: Envisioning Your Clients’ Financial Capability (Slides, Recording)
- Call #3: Building the Team (Slides, Recording)
- Call #4: Moving into Action (Slides, Recording)
- Call #5: Making the Case and Building Staff Capacity (Slides, Recording)
In addition, below are resources that the Center for Financial Security referenced in Call #5:
- Financial Coaching Training- Scan of the Field Brief: (link)
- Financial Coaching Newsletter containing interview pertaining to volunteer coaching: (link)
- Financial Coaching Newsletter with Core Coaching Competencies: (link)
- Financial Coaching Strategies Website: (link)
- Subscribe to CFS Financial Coaching Resources and Updates: (link)
THE CONSUMER FINANCIAL PROTECTION BUREAU (CFPB)
YOUR MONEY, YOUR GOALS is a toolkit that social services organizations can use to help their clients set goals, choose financial products and build skills in managing money, credit, and debt. Learn more>
Get the toolkit – Get the training – Follow-up resources
- Implementation guide
- Train the trainer videos
- Creating a referral guide
- Sample surveys trainers can use: pre-training, post training and follow-up
The Prosperity Agenda offers two levels of training. Learn more>
- Introduction to Financial Coaching is presented live, online over 4 weekly, 1 hour sessions, and includes easily accessible, self-paced online modules to enhance the learning process. The instructor enhances the learning experience with live, online application of financial coaching tools, plus 8 weeks of followup technical assistance (by phone and email) to assist staff with integration of coaching tools and techniques.
- Financial Coaching for Prosperity is a 4-day, in person training for case managers and other front line staff wanting to learn effective coaching methods and financial concepts they can use in everyday client interactions. Learn more>
ASSOCIATION FOR FINANCIAL COUNSELING PLANNING EDUCATION (AFCPE)
The Association for Financial Counseling and Planning Education (AFCPE) is a non-profit professional organization created to promote the education and training of the professional in financial management. Certified individuals must meet education, experience, and ethical requirements. In addition, continuing education and annual fees are required to maintain a certificate. Learn more>
AFCPE offers Accreditations for:
- Accredited Credit Counselor (ACC)
- Accredited Financial Counselor (AFC)
- Certified Housing Counselor (CHC)
COLLEGE FOR FINANCIAL PLANNING
Foundations in Financial Planning Program℠ is designed to provide basic, practical knowledge of the financial planning process and the five disciplines of financial planning. Students are introduced to different product categories, essential terminology, and general concepts applicable to financial planning. Completing the Foundations in Financial Planning course will allow you to use the Registered Paraplanner℠ or RP® mark. Learn more>
CFP Certification Professional Education Program is delivered via the College’s exclusive MyChoice learning platform. Most students complete their studies within 1-2 years, although your completion time may be faster or slower than the duration cited.
Students are permitted up to 3 years to complete the program. Completing the program fulfills the core education requirement for certification by CFP Board of Standards, qualifying you to sit for the CFP® Certification Examination.
Additional information on CFP Board’s requirements can be found on their website. Completion may allow you to earn up to 15 semester credit hours toward an MS in Personal Financial Planning, and between 150-278 hours of continuing education credit with some organizations. Learn more>
South Seattle Community College (SSCC) is an affiliate of the College for Financial Planning in Denver, Colorado. SSCC provides classroom instruction for those enrolled in the (self-study) CERTIFIED FINANCIAL PLANNER™ Professional Education Program. Learn more>
Assets & Opportunities Network: The Assets & Opportunity Network was created by CFED as a learning and advocacy community that facilitates collaboration nationally around ways to test and expand economic opportunity. It brings together advocates, practitioners, and policymakers through a general membership, lead (state and local) organizations, and a leadership Steering Committee. The Financial Empowerment Network | Seattle-King County is a Lead Local Organization. Learn more>
Cities for Financial Empowerment (CFE) Fund: CFE brings together pioneering municipal governments from across the country that leverages their power and positions to advance innovative financial empowerment initiatives. By working with key partners in the public, private, and nonprofit sectors, CFE also leverages its members’ collective power to advance the financial empowerment agenda on a state and national level. Learn more>