STRATEGIC INITIATIVES
By Bill Mills, Director of Strategic Initiatives
FPP Conference
As Kaye mentioned in her article, for the first time ever, the Annual Florida Prosperity Partnership Training Conference will offer 14 general CEUs for certification programs administered by FinCert.org, National Association of Certified Credit Counselors and the Association for Financial Counseling & Planning Education (AFCPE) for attending the entire conference. A certificate of completion will be provided.
Additionally, United Way Worldwide has approved the use of flex training dollars. This is a great opportunity to have all of the staff trained at your United Way!
We want to thank our great partners for making these available to you. More and more reasons keep coming up for you to come to this year's event!
Don't forget, we also have more featured speakers than ever before (12 on Friday alone), more national partners than ever before, and two great pre-conference choices. So, please take a look at what is in store for you as you join us at the Seventh Annual Florida Prosperity Partnership Training Conference, "Oh, The Places We'll Go!"
Your Money, Your Goals Train-the-Trainer
Interested in our preconference session, but not able to make the whole conference? Thanks to the SunTrust Foundation for allowing us to offer free registration to the Your Money, Your Goals Train-the-Trainer for the first 18 registrants to contact me by May 18!
This new toolkit from CFPB for community volunteers will equip volunteers who serve their communities in a range of capacities (faith communities, volunteer coaches, counselors, or mentors, etc.) to help people learn financial decision-making skills and to help them avoid the kinds of financial missteps that can erase hard-fought gains.
The topics covered in the Your Money, Your Goals toolkit include: - Making spending decisions that help reach goals
- Ordering and fixing credit reports
- Avoiding tricks and traps in choosing financial products
- Making decisions about repaying debts and taking on new debt
- Keeping track of income and bills
- Deciding whether to open a checking account and understanding what's needed to open one
Bank On Florida
Bank on Lauderhill will be launching this month! The announcement will happen at a special Bank on Lauderhill Financial Fair being held at Lauderhill 6-12, 1901 NW 49th Ave., Lauderhill, on Thursday, May 14, 2015 at 7 p.m.
Almost half of Lauderhill residents are either unbanked (no checking or savings account) or underbanked (have an account, but frequently use alternative financial services, like check-cashing stores). It's estimated that a full-time worker without a bank account spends $40,000 over the course of a lifetime just to cash paychecks. In Lauderhill, 18.4 percent of households don't have bank accounts -- surpassing the national average of 7.7 percent. Likewise, 31.9 percent are underbanked -- topping the national average of 20.0 percent. This equates to over 12,000 households in the city.
Money Smart Train-the-Trainer
Southeastern Credit Union Foundation League of Southeastern Credit Unions & Affiliates is hosting a Money Smart Train-the-Trainer session on May 12. We would love to have you there. It will be held at League of Southeastern Credit Unions & Affiliates, 3692 Coolidge Court Tallahassee, FL 32311 from 10 AM to 4 PM.
The primary purpose is to provide the class participant with tools that may enhance their skills as a classroom instructor in teaching the Money Smart modules. The seminar will also cover some ideas and recommendations on how to present the Money Smart curriculum. Participants are encouraged to teach one or more of the Money Smart modules to community members within the next 12 months.
To register, please provide your full name, organization, phone number and email address by May 6, to: [email protected]
Are you interested in hosting a Money Smart Train-the-Trainer session? Let me know at [email protected].
Upcoming FPP Webinar
Take your financial program to a higher level! June 24, 1 PM ET
If you hate evaluation but see a need for it, this is the session for you. Evaluation is key to the future success of measuring a financial education program and its impact on clients. Instead of a lecture, this interaction session will allow participants to walk away with a tangible action for their program.
The NEFE Financial Education Evaluation Toolkit� is designed to help financial educators understand how to evaluate their educational programs so they can document the impact they have on students. With proper evaluation, educators can find out if a program is meeting audience needs, identify strengths, spot areas for improvement, and even prove to stakeholders that a program is worth the investment (more funding).
This workshop helps individuals who deliver financial education-including financial planners, social service professionals, community volunteers, and human resource professionals-learn how to use the Evaluation Toolkit database, templates, and forms to evaluate the effectiveness of educational programs.
FreeFLTaxSites.org
We would like to thank our statewide partners that have helped us to promote the VITA sites in Florida! We had another great year with almost seven thousand people accessing the site and two thousand of them accessing the list of partner VITA sites in Florida. Over five hundred accessed the link to the IRS "find a location by zip code". We are so happy to be helping our partners out by promoting your tax links and sites to others across the state!
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