Financial Coaching & Counseling Listening & Learning Series Webinar 4 | Taking It to the Next Level: Exploring Financial Coaching Platforms & Putting It All Together September 14, 2016 3-4:30pm ET, 2-3:30pm CT, 1-2:30PM MT, 12pm-1:30pm PT
Housekeeping This webinar is being recorded and will Trouble dialing in? be available online within one week. Just listen through your computer with speakers or headphones! All webinar attendees are muted to ensure sound quality. Ask a question or share a comment any time by typing the question into the text box of the GoToWebinar Control Panel. If you experience any technical issues, email gotomeeting@cfed.org.
Keys to Success on Today’s Webinar • Join from a quiet space • Grab a coffee or snack and settle in • Engage! Send us your questions and comments as you listen • Create a watch party with your team to listen & learn together
Tweet at us! @AandONetwork #FinancialCoaching
Welcome Fran Rosebush Director of Field Engagement CFED
Who We Are Our mission at CFED is to make it possible for millions of people to achieve financial security and contribute to an opportunity economy. www.cfed.org @CFED /CFEDNews cfed.org/blog/inclusiveeconomy
What is the Assets & Opportunity Network? National learning and advocacy community that seeks to create a … • More connected and aligned asset-building field • More coordinated, effective constituency to advocate for policies • More effective way to collaborate nationally to learn and test better ways to expand economic opportunity
UW-Extension Financial Coaching Strategies Website: http://fyi.uwex.edu/financialcoaching/ Center for Financial Security School of Human Ecology 1300 Linden Drive Madison, WI 53706 cfs@mailplus.wisc.edu http://www.cfs.wisc.edu/
Listening & Learning Series Objectives Explore and discuss CFS Census results Share latest research and information with practitioners Hear practitioner experiences and cultivate peer learning Capture field perspective to inform national dialogue around professionalizing the field of financial coaching & counseling (Send chats and tweet at us! @AandONetwork #FinancialCoaching)
What have we explored together already? How do you compare the definitions of coaching vs counseling and choose when to implement each service? What are the program models (e.g., volunteer, group, virtual) you can use and which are better for the people you serve? How do you evaluate these services and use different scales and metrics to demonstrate the successes your clients are achieving?
We’ve examined program design for coaching & counseling ST LT Inputs Activities Outputs Impacts Outcomes Outcomes Program Process Outcomes Assessment Impact Evaluation Outcomes Monitoring Assessment Program Monitoring VS.
And we’ve shared lots of resources and tools you can use! CFS Census & Financial Capability Scale CFE Fund Journal CFPB Financial Well-Being Scale Urban Institute Research Study CFED Integration Planning Guide And more!!!
About the Listening & Learning Series Financial Coaching & Counseling Increasing Focus: June 8 Gaining Clarity about ”Financial Coaching” vs. “Financial Counseling” & the Implications for Preparing Your Team Lead by Design: July 13 Deepen Understanding of Program Design & Models to Better Meet People Where They Are Demonstrating Success: August 10 Identifying Metrics to Measure Financial Coaching & Counseling Impact Taking It to the Next Level: September 14 Exploring Financial Coaching Platforms & Putting It All Together
Today’s Objectives Review prior learning from the Financial Coaching & Counseling webinar series Discuss design, implementation, and lessons learned with experienced financial coaching practitioners Explore and discuss online platforms for coaching programs Share resources to for continued learning
About the Listening & Learning Series Financial Coaching & Counseling Increasing Focus: June 8 Gaining Clarity about ”Financial Coaching” vs. “Financial Counseling” & the Implications for Preparing Your Team Lead by Design: July 13 Deepen Understanding of Program Design & Models to Better Meet People Where They Are Demonstrating Success: August 10 Identifying Metrics to Measure Financial Coaching & Counseling Impact Taking It to the Next Level: September 14 Exploring Financial Coaching Platforms & Putting It All Together
Today’s Speakers Speakers Hiba Haroon Theresa Gibbons Parker Cohen Program Manager Director of Asset Building Associate Director Programs CFED Savings & Heartland Alliance Financial Capability CFED
Today’s Speakers Speakers Laura Malecky Peter Rubenstein Partnership Associate Vice President, Business The Financial Clinic Development Solutions for Progress
Hallie Lienhardt Outreach Specialist Center for Financial Security, University of Wisconsin-Madison
Technology & Financial Coaching • MyBudgetCoach • The Financial Clinic • Technology Use in Financial Coaching Brief • Demonstration Videos • Online/Remote Training & Support • Website, Resources & Tools
HOW IS COACHING BE BEING DE DELIVERED? • OPTIONS INCLUDED: Online, In person, Group, Telephone, or Other • Telephone and In Person most commonly chosen by managers and coaches
WHAT RESOURCES ARE CONSIDERED MOST HELPFUL? COACHES: MANAGERS: • DIGITAL OR WEB- • IN-PERSON TRAINING BASED TOOLS — 60% OR PROFESSIONAL • IN-PERSON TRAINING DEVELOPMENT — OR PROFESSIONAL 67% DEVELOPMENT — • DIGITAL OR WEB- 54% BASED TOOLS — 62% • OUTCOME • ONLINE TRAINING MEASUREMENT TOOLS — 54% GUIDE — 54%
Next Steps • Financial Coaching Census 2016 – Anticipated Release Date of 9/28/16 • To participate visit the CFS website cfs.wisc.edu or sign up to receive financial coaching updates by visiting: http://fyi.uwex.edu/financialcoaching/ • Cultural Competencies, Equity and Inclusion Study – Interviews to take place October through December of 2016 with brief released first quarter of 2017 • To participate in study contact the Center for Financial Security at: fincoaching@mail.sohe.wisc.eduor 608-890-0229
Poll Who do you currently target your coaching services toward? Check all that apply. Public housing residents & Housing Choice Voucher recipients Workforce development program participants Immigrants/refugees/non-native English speakers POLL & DISCUSSION Female heads of household Formerly incarcerated individuals Others? Tell us in the Questions box!
Poll How would you rate your experience designing and/or delivering coaching services? Complete beginner Some experience Intermediate experience POLL & DISCUSSION Seasoned pro Would you describe it some other way? Tell us in the comment box!
Poll & Discussion Would you be interested in connecting with other practitioners with similar interests/ experience for peer learning? YES NO Tell us more!
Practitioner Perspectives Hiba Haroon Parker Cohen Associate Director Program Manager CFED Savings & Financial Capability CFED
What questions do you have?
Q & A What questions do you have? Share them in the Questions box!
Practitioner Perspectives Parker Cohen Theresa Gibbons Associate Director Director of Asset Savings & Financial Building Programs Capability Heartland Alliance CFED
Heartland Alliance is an anti-poverty organization that creates solutions to achieve results and change lives. We do this through a comprehensive continuum of programs in four areas – housing, healthcare, jobs, and justice. Our asset building strategies include both program and policy efforts. • Serve 1200 individuals per year through financial education, individual coaching, and matched savings (Program Area) • Chair the Illinois Asset Building Group, a statewide coalition committed to promoting solutions to the racial wealth gap and expanding savings opportunities for Illinois families (Policy Area)
Practitioner Perspectives Parker Cohen Theresa Gibbons Associate Director Director of Asset Savings & Financial Building Programs Capability Heartland Alliance CFED
What questions do you have?
Today’s Speakers Speakers
Laura Malecky Partnership Associate The Financial Clinic
Laura Malecky lmalecky@thefinancialclinic.org Introduction to Change Machine VP September 15, 2016 3pm-4pm EST a product of
Peter Rubenstein Vice President, Business Development Solutions for Progress
The MyBudgetCoach Platform September 14, 2016
What is MyBudgetCoach • One-on-one coaching In-person Remotely Goals Budgeting • Data collection and reporting tools • Highly customizable Financial platform Capability • Cloud-based expert Knowledge technology includes: Budgeting tools Goal tracking tools Real-time alerts FinCap curriculum
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