Financial Education Opportunities, Meetings and Networking Events

Meetings, Forums & Networking Events

Foreclosure Prevention Team Meeting
Date: 3rd Wednesday of every month
Time:  Noon – 1:30 p.m.
Location: Call-in Only

Foreclosure Prevention Chair:

  • Linda Taylor, The Urban League of Metropolitan Seattle
  • Tom McKay, Northwest Justice Project

Financial Coaching Network
Date:  4th Wednesday of the month
Time:  2:00-3:30 pm
Location: Zoom

 If you are interested in attending, please enter your information here. Once your contact information is entered, two things will happen.

  1. You will be added to the Financial Coaches Network calendar invite with the zoom link for each 4th Wednesday gathering through the end of the year.
  2. Use the opt-in on the form, and we will make your contact information available to the other financial coaches who are on the list. We’ll be saving it as a google drive spreadsheet and will provide access to those who opt-in to share their information.

The Initiative: The financial coaching community group is an initiative of the Financial Empowerment Network (FEN). The initiative was formed to connect the financial coaching community in Washington State and provide opportunities for coaches to gather regularly to network with one another, share best practices, learn from, and support each other.

Who are we?  Financial coaches from across the state who engage in 1:1 and group coaching, mentoring, financial education, and financial counseling. All are welcome, coaches who are brand new to the field and coaches with decades of experience. Many people may not consider themselves to be coaches, but if you are providing support with a coaching mindset, this group is for you.

Workgroups & Opportunities: There are opportunities to get more deeply involved in this work. We have three workgroups, please let us know if you are interested in joining!

  1. Outreach & Communications: If you’re interested in helping us think through how we manage communications between financial coaches, where we store contact information, and outreach to other coaches around the state, please reach out to Barbara Maxwell.
  2. Financial Wellness Resources: The Financial Empowerment Network website holds much financial empowerment resource information, but it is not all current. FEN is in the process of designing a new website, so the time is perfect for cleaning this up. We need your help to sort, organize, and confirm the accuracy of the content. Reach out if you have the capacity to help us out!
  3. Trainers task force: FEN offers virtual financial empowerment workshops nearly every month. Our Trainer’s task force convenes infrequently to discuss the training needs of financial coaches and other providers and to plan out training offerings. Reach out if you’re interested in helping to plan training workshops.

Questions? This initiative is co-chaired by Donna O’Connor with Hopelink and Barbara Maxwell of the Blue Mountain Action Council with the support of Jennifer Quiroz. Reach out to any of us if you have questions!

Financial Empowerment Virtual Learning

Audience: Professionals in the field whom we define as case managers, advocates, and financial counselors/coaches, to guide and contextualize the needs of their clients.  Did you miss a webinar?  Watch it on YouTube>

Join us for our 3-part workshop series on Disability Access, presented by the NW ADA Center and sponsored by Kaiser Permanente. 

Register once for all 3 sessions here!

  • Part One: Disability Language & Etiquette, Thursday, November 3, 2022; 10 to 11:30 am Pacific Time
  • Part Two: Title III of the ADA: Public Accommodations, Thursday, November 17th, 2022; 10 to 11:30 am Pacific Time 
  • Part Three: Accessible Documents Workshop, Thursday, December 1st, 2022; 10 to 11:30 am Pacific Time 

To find information about future FEN workshops or materials & recordings from past workshops:

Bank On WA Annual Forum – Mission to Action: Reconnect | Reignite | Resilience will be held October 24th, and 25th in Yakima ~ Learn more and register here:

Information about Bank On WA, including a list of certified accounts in Washington state:

Stay Connected! Follow FEN on LinkedIn and Facebook to stay updated on announcements, events, and resources!

Thanks, and hope to see you again soon!

Debi Donelan, King County Developmental Disabilities and Early Childhood Supports Division Anthony Leahy, Consumer Education & Training

Topic: Managing Student Loan Debt
Date: Thursday 9/29/2022 | 12:00 – 1:30 pm

If you missed our Managing Student Loan Debt workshop, or want to watch it again, the video is now available! 

Watch the Managing Student Loan Debt video here.
Materials from the presentation are available here.

Thank you to Latife and Julia for sharing these fantastic resources:

This workshop was a collaboration between the Financial Empowerment Network, CENTS, and King County’s Developmental Disabilities and Early Childhood Supports Division. CENTS is a 501(c)(3) nonprofit organization with a mission of helping people improve their financial health. The Financial Empowerment Network (FEN) is a 501(c)3 nonprofit organization that advances financial empowerment through partnerships that support access to affordable, effective, and relevant services, products, and other resources. The King County Developmental Disabilities and Early Childhood Supports Division assists King County residents of all ages and cultures who have developmental disabilities to achieve full, active, integrated, and productive participation in community life.

Topic: Using Fintech to Drive Equity and Support Financial Well-Being
Date: Wednesday, August 24th | 2:00-3:30 pm PT
Presented by Megan Bolado, Change Machine
Recording here>

Fintech has the potential to help your clients meet their financial goals, from creating a budget to savings. Just like traditional financial and banking products, there are endless tech-based products and services that can support day-to-day financial activities and goals. Join us to learn more about the world of fintech, how you can quickly evaluate and understand the different products out there, and how fintech can impact the financial well-being of your coaching clients and customers.

Megan Bolado leads Change Machine’s fintech strategy, exploring opportunities to connect practitioners with safe and inclusive products and services that support their customers’ financial security.  She has worked in the financial security and economic inclusion space domestically and internationally for more than a decade.

Topic:  Cryptocurrency & Digital Wallets  
Date: Tuesday, June 21, 2022
Presented by Brian Duerr, Washington State Employees Credit Union

Materials here>| Recording here>

Topic:  Dealing with Debt Collectors
Date: Tuesday, May 10, 2022
Presented by Julia Kellison of
Northwest Justice Project and Becky House of American Financial Solutions.

Learn more about what you need to know about debt collectors, the collection process & credit reports, and how we can help our clients:

  • Understand consumers’ rights in dealing with collection agencies and in the debt collection process
  • Understand consumers’ rights related to a credit report, including challenging errors and new rules about what can and can’t be reported
  • How to prioritize what debts to pay when money is tight
  • PLUS – big changes happening in what medical debts can be reported on credit reports and changes coming to Charity Care laws in Washington State!

    Materials here>  |  Recording here>

Topic:  Linking Financial Wellness and Small Business Development
Date: Wednesday, April 27, 2022
Co-hosted by the
Washington State Microenterprise Association

Materials here>  |  Recording here>


 Presenters and Panelist Facilitators:

For many folks from marginalized communities, small business ownership can be a powerful path out of poverty and into financial security and well-being. Yet, in today’s economy, financial systems are increasingly complex, business planning is challenging to navigate, and barriers to achieving financial stability can be daunting.

On April 27, 2022, the Washington State Microenterprise Association (WSMA) and the Financial Empowerment Network (FEN) held a panel to learn more about providers across the state offering both financial wellness services and small business development services.

We explored how layering both types of support can multiply the positive impact on individuals and communities. Financial empowerment services can include financial education, counseling, or coaching, and work to ensure that communities have access to reliable information and trustworthy tools to help with topics such as dealing with debt and improving credit, budgeting, banking, taxes, starting a business, and homeownership. Small business development programs work with people who want to increase their income by starting their own business, learning to sell their products or services online, and managing their cash flow.

During the webinar, we heard from panelists (Panelist Bios) from organizations grounded in both financial empowerment and small business development, who shared their journey to offering both types of support and what structures and partnerships have worked well for them along the way. We hope you will leave with resources and new ideas about how you can support your clients in accessing both types of support.

Topic:  Your Money Your Goals Toolkit – Introduction & Overview
Date: Wednesday, March 9, 2022
Download the Powerpoint here>

Download the recording here>

If you work with folks who are struggling to make ends meet or have credit challenges, this virtual workshop is for you.

The Your Money, Your Goals financial empowerment toolkit has information that helps you have money conversations with the people you serve. Use the tools to help achieve goals and work through everyday client challenges.

Join Cassie Russell, an ICF contractor providing training and technical assistance on behalf of the Consumer Financial Protection Bureau. The virtual training is an interactive workshop introduction to the Your Money, Your Goals toolkit that will prepare you to use it in your work with clients.

Topic:  Supporting the Financial Wellness of Justice-Involved Individuals: Review of the Your Money Your Goals toolkit and Re-entry Companion Pack
Date:  February 23, 2022
Access the recording here>
Powerpoint here>

Topic:  Supporting VITA and Free Tax Preparation Across the Northwest
Date:  January 19, 2022
Access the recording here>

Topic:  Survey of Consumer Debt Issues: Medical Debt, Collections & Garnishments, and More!
Date:  Wednesday, November 10, 2021
Recording here>, Powerpoint here>

Julia Kellison from NJP discussed consumer debt issues, including how to help your clients navigate their debts, what resources are available, and recent changes in consumer debt laws! This workshop was an overview of many types of consumer debt, including medical debt, collections, garnishments, and student loans.

Topic:  Child Tax Credits + Updates on 2021 Free Tax Preparation
Access the recorded webinar here>
Powerpoint here>

Could your clients use an extra $250-$300 each month? Are you confused about how to help them access the Advanced Child Tax Credits? Are you confused about your eligibility for this new tax credit or wondering what will happen in 2022 when you file your taxes?  

 Terrence Cabiao, Program Coordinator and VITA Site Manager with United Way of King County, explains Child Tax Credits, who is eligible, and how to access the money due. He also discusses the Earned Income Tax Credit (EITC) and shares updates on the 2021 free tax preparation program.

Topic: Credit as an Asset: Affordable Credit Building Opportunities
Becky House, American Financial Solutions, Emerson Sekins, and Ellie Vainker, NW Access Fund

Access the recorded webinar here>

American Financial Solutions Save2Build credit-builder loan: This innovative program allows clients to borrow $300. The borrowed funds are not distributed directly to the client as they would with a traditional loan. Instead, they are deposited into a locked savings account. The client makes small monthly installment payments through their plan for over a year. Each monthly payment made toward the loan is reported to the credit reporting agencies, reflecting positively on their credit report and potentially raising their credit score. At the end of the loan term, the funds are returned to the client, providing an instant savings cushion that the client can use to build their savings over time or continue building their credit.

NW Access Fund Opportunity Loan: This loan program was developed in response to the disability community’s need for an affordable credit product that can promote access to independence, financial stability, or life opportunities. Some common loan purposes are for moving costs, security rental deposits, and car repairs. To qualify for our Opportunity Loan, a person with a disability needs to participate in financial coaching; loan amounts are up to $2,500 with terms up to 36-month at 5% interest with no additional fees. All of our loans are reported to all three major credit bureaus.

Topic: Debt Management, Credit Reports & Scores
Trainer:  Becky House, American Financial Solutions
Access the recorded webinar here>

Topic:  Medical Debt in Washington State
Trainer: Julia Kellison, Northwest Justice Project
Access the recorded webinar here>

Topic: Scalable Financial Wellness Solutions
 Access the recorded webinar here>

Topic: COVID-19 Health Insurance Options
Trainer:  Daphne Pie, King County Public Health-Seattle and King County
Access the recorded webinar here>

Topic:  An Overview of Financial Empowerment
Trainers:  Becky House, American Financial Solutions, Alice Coday, Financial Empowerment Network, & Lydia Assefa Dawson, King County Housing Authority

Access the recorded webinar here>

  • Resources
  1. Financial Empowerment self-assessment –
  2. Cash flow budget –
  3. Adjusting your cash flow –
  4. Debt action plan –
  5. Your Money, Your Goals Financial Empowerment Tool assisting in income preservation found in Modules 3, 4, & 5 –

Topic:  Debt Management, Credit Reports & Scores
Trainer:  Becky House, American Financial Solutions
Access the recorded webinar here>.

  • Refer to the Debt Action Plan handout from the CFPB, Your Money, Your Goals Toolkit. Chapter 6 is available to download here>
  • The FDIC Handout, Apply It: Building My Credit, is part of the Money Smart for Adults and is available for download here>

Topic: Removing Barriers to Reentry: LFOs in WA State
Trainer:  Nick Allen, Attorney, Columbia Legal
Access the recorded webinar here

Topic:  Retirement Strategies: Washington Retirement Market Place
Trainers: Carlos Garcia, CEO and founder of Finhabits, and Tracy Gunter, Washington State Retirement MarketPlace

  • You can access the recorded webinar here>

Topic:  Overcoming Language Barriers

  • You can access the PowerPoint here>

Bank On Washington Coffee Hour

Did you miss the 2021 coffee hours?  Take a look below.

Date:  Thursday, December 9, 2021
Welcoming un- and under-banked community members into financial institutions

Becky House, American Financial Solutions, Anthony Powers, Seattle Clemency Project, and Jennifer Quiroz, Financial Empowerment Network discussed how to best welcome folks who have been historically marginalized or excluded into the financial services mainstream.

Coffee Hour Recording here>
Resources here>

Date: Tuesday, September 14, 2021
Topic:  Legal Financial Obligations in Washington State

Nick Allen from Columbia Legal Services shared new legislative updates and ways to support previously incarcerated clients with banking needs.

Coffee Hour Recording here>
PowerPoint here>

Date: Tuesday, February 23, 2021
Topic: Community Reinvestment Act (CRA) Overview

Coffee Hour Recording here>
PowerPoint #1 (NACEDA) here>
PowerPoint #2 (HDC) here>

Community Webinars

NWCLC Webinar Series: How to survive the financial impacts of COVID-19

For many Washingtonians who were recently laid off, had hours reduced, or took unpaid leave, the financial implications of COVID-19 have been serious and immediate.

Northwest Consumer Law Center is here to help those financially impacted by the COVID-19 outbreak.  You can review their recorded webinar series at 

Landlord/Tenant Law & COVID-19
An Update on Washington’s Eviction Moratorium and Options for Renters
Monday, March 30, 2020
Download the webinar at

Financially struggling due to the COVID-19 outbreak? Want to learn more about your rights as a tenant during these uncertain times? Join Northwest Consumer Law Center for an informative presentation by Board Member Brendan Donckers. This 20-minute presentation will be followed by a live question and answer session.

Your Mortgage & COVID-19
An Update on Foreclosure Moratoriums, Payment Deferrals, and More
Download the webinar at

Financially struggling due to the COVID-19 outbreak? Want to learn more about options for your mortgage payments? Join Northwest Consumer Law Center for an informative presentation by Board Member Melissa Huelsman. This 20-minute presentation will be followed by a live question and answer session.

Your Student Loans & COVID-19: Is Relief Available?
Download the webinar at

Trying to make sense of what options are available to manage your student loans? Join Northwest Consumer Law Center for an informative presentation by Board Member Christina Henry. This 20-minute presentation will be followed by a live question and answer session.

Managing Consumer Debt Amid COVID-19
Credit Cards, Medical Bills, and Debt Collectors
Download the webinar at

Struggling financially due to the COVID-19 outbreak? Not sure which bills to pay first? Want to learn more about how to protect your consumer rights? Join Northwest Consumer Law Center for an informative presentation by Board Member Sam Leonard. This 20-minute presentation will be followed by a live question and answer session.

Bankruptcy & COVID-19
Should I File? And Other Considerations During A Financial Crisis
Friday, April 3, 2020
Download the webinar at

Struggling to repay debt and considering bankruptcy? Join Northwest Consumer Law Center for an informative presentation by Executive Director Amanda Martin. This 20-minute presentation will be followed by a live question and answer session.

Protect Your Home: Equity Scams During the Age of COVID-19
Download the Webinar at 

Dealing with Debt Collectors During COVID-19
Download the Webinar at

JPMorgan Chase Crisis Communications Webinar 2020 – Evaluation

  • To listen and review the recording: Click Here
  • To access the PowerPoint presentation: Click Here

JPMorgan Chase Crisis Communications Webinar 2020 – Evaluation Pt.2

Online Learning Opportunities

Coalition-Building Learning Series

The series objective is to offer local and national coalitions resources and knowledge for leadership development, sustainability, and succession planning.

Target audience: Asset Building Coalitions, Bank On Coalitions, and other groups and financial service practitioners doing coalition building and collaborative work.

The series objective is to offer local and national coalitions resources and knowledge for leadership development, sustainability, and succession planning.

Target audience: Asset Building Coalitions, Bank On Coalitions, and other groups and financial service practitioners doing coalition building and collaborative work.

1) Coalition Building: A Look at Funding
Hosted by Banner Bank
Download the recording here>
Download the PowerPoint here>

Trainer:  Rocio Rodarte, Policy and Communication Manager, Mission Asset Fund

2) Types of Collaborative Structures & What Makes Them Effective
Hosted by Wa Fd Bank
Download the recording here>
Download the PowerPoint here>
Prosperity Now Resources
As Vehicles of Change, Coalitions Have Great Impact, Prosperity Now
Lessons and Insights, Prosperity Now
What Makes an Effective Coalition, California Endowment
Prosperity Now’s Advocacy Toolkit

Trainer:  Fran Rosebush Baylor, Vice President Partnership, Field Engagement & Policy, Prosperity Now

3) The Cost vs. Benefits of Coalitions
Hosted by WA State Department of Commerce
Download the recording here>
Download the PowerPoint here>

Trainer:  Bill Mills, President/CEO, FPP (Florida Prosperity Partnership)

Trainer:  Joanna K. Doran (P:yo-AN-na), Ph.D., M.S.W., Associate Professor
California State University, School of Social Work, Los Angeles, and Founding Member of the Asset Building Clinic

4) Demonstrating Impact
Hosted by The Financial Empowerment Network and Bank On Washington
Download the recording here>
Download the PowerPoint here>
Download the resource list here>

Trainer:  Nicky Grist, Chief of Research, Evaluation, & Finance, CFE Fund

University of Wisconsin-Madison: LISTENING & LEARNING SERIES: Financial Coaching & Counseling – Learn more>

Outlined below are the recorded topics in their series:

  1. Increasing Focus: Gaining Clarity about ”Financial Coaching” vs. “Financial Counseling” & The Implications for Preparing Your Team. Download the recording here>
  2. Lead by Design: Deepen Understanding of Program Design & Models to Better Meet People Where They Are. Download the recording here>
  3. Demonstrating Success: Identifying Metrics to Measure Financial Coaching & Counseling Impact. Download the recording here>
  4. Taking It to the Next Level: Exploring Financial Coaching Platforms & Putting It All Together.  Download the recording here>

Below are additional resources from the Center for Financial Security.

  • Financial Coaching Training- Scan of the Field Brief: (link)
  • Financial Coaching Newsletter containing an 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)

Center for Financial Security’s Financial Capability Scale (FCS) Learn more>

The Prosperity Agenda
Every month The Prosperity Agenda helps their community improve their coaching skills with short webinars filled with actionable insights and tips.  Learn more>

Prosperity Now: Lessons for Integrating Financial Capability Learning
Prosperity Now recommends that organizations interested in starting or expanding their own financial capability integration projects also check out their other resources.

  1. Building Financial Capability: A Planning Guide for Integrated Services
  2.  Identify and Prioritize Expected Outcomes
  3. Build a Logic Model
  4. Select and Collect Indicator Data

These and other resources are available at Prosperity Now’s Integrating Financial Capability website.  Learn more about financial capability integration here>

Professionalizing Financial Counseling and Coaching

Professionally trained counselors help consumers with low incomes manage their finances, pay down debt, increase savings, establish and build credit, and access safe and affordable mainstream banking products.

The “Supervitamin Effect” of financial counseling, as distinct from generalized “financial education” is the core work at the Financial Empowerment Centers (FEC) across the country.  Today it is the Cities for Financial Empowerment Fund’s (CFE Fund) comprehensive approach to financial counseling and holds the promise of saving cities money over the long term.

FEC’s train their financial counselors in accordance with the requirements and competencies detailed in CFE’s newly established FEC Counselor Training Standards and Code of Ethics. These delineate the breadth and depth of the financial content areas, counseling and coaching skills, practice and experiential learning, and socio-economic and cultural context setting necessary to serve the diverse needs and backgrounds of FEC clients.

To facilitate local counselor training, the CFE Fund released its newly established FEC Counselor Training Standards and Code of Ethics. The standards outline the financial content areas, counseling and coaching skills, practice and experiential learning, and socio-economic and cultural context setting necessary to serve the diverse needs and backgrounds of FEC clients.

To facilitate local counselor training, the CFE Fund has approved ten national and regional training providers’ courses that align with the FEC Standards.

Professional Certifications

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> 

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>

Successful candidates receive the Certified Credit Counselor or Financial Health Counselor or Debt Settlement Specialist certification, a two-year renewable certificate along with membership in the National Association of Certified Credit Counselors. As a member, you will be included in our international registry and your continuing education requirements will be tracked for recertification.  Learn more here>

NeighborWorks AMERICA
NeighborWorks America’s training and certification offerings represent the professional development for those serving people and communities in any capacity.

You can learn with NeighborWorks at in-person training events or ─ for greater convenience and cost efficiency  ─ online.  Most of their courses count toward professional certificates and certifications that help advance your career. Learn more>

Financial Empowerment Resources

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>

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>