Focus on FinEd: The Policy Convenings

National Endowment for Financial Education•www.nefe.org

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.org

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Episodes

Recap: A Conversation with Nan Morrison

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 Educat...

Apr 29, 2022•23 min•Ep. 7

How Can We Better Align Financial Education to Support the Values and Contexts of Diverse Communities?

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 ...

Apr 18, 2022•23 min•Ep. 6

How To Better Support the Unique Needs of Communities in Rural Areas

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: Introducti...

Apr 04, 2022•35 min•Ep. 5

What Research Says Is Effective in Financial Education and How to Best Support That with Legislative Dollars

This convening covers the important topic of how policymakers and elected officials should choose and develop investments in financial education. In general, the more financially capable an individual is, the more likely they are to contribute to the tax base and their community overall. However, how can leaders find the best ways to assist their constituencies? That is the question this episode addresses. Dr. Billy Hensley provides introductory remarks and host Raven Newberry interviews Massach...

Mar 21, 2022•38 min•Ep. 4

Alternative Approaches to Financial Education Mandates and Their Effectiveness

The theme of this specific convening focused on alternatives to state financial education mandates. Dr. Billy Hensley provides introductory remarks and host Raven Newberry interviews Heather Daly* (director of Economic Education, Federal Reserve Bank of New York), the policy convening’s moderator, and Mike Bobbitt (deputy commissioner, New York City Department of Youth and Community Development) who provides methods, reasoning and examples for what kind of alternate programs can resonate in a co...

Mar 07, 2022•42 min•Ep. 3

Financial Education's Role in Equitable Access to Post-Secondary Education

This convening focuses on financial education's role in helping students navigate financial life after high school and increasing access for traditionally underrepresented populations. Dr. Billy Hensley provides introductory remarks and host Raven Newberry interviews Rachel Yanof, the policy convening’s moderator, to follow-up on the major takeaways and understand the reasons pursuing postsecondary education doesn't seem like a realistic option for so many. Participants / Guests: Introduction/Co...

Feb 14, 2022•27 min•Ep. 2

Welcome to Focus on FinEd: The Policy Convenings

Dec 03, 2021•4 min•Ep. 1

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