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FEI&I Webinar Series

As a lead-up to our Financial Education Innovation & Impact (FEI&I) Summit in 2024, NEFE is hosting a series of webinars that cover topics from our previous Summit, potential topics for our upcoming Summit, and important topics happening within our field right now.

Past Webinars

2024: What Topics Are We Watching in Financial Education?

February 2024

Turning the calendar to 2024 with a conversation on the key issues we are watching. Members of NEFE’s staff explore what we expect the year to hold in the areas of financial education access, quality, and impact. We had some important announcements regarding our upcoming FEI&I 2024 Summit too.


Passing K-12 Financial Education Requirements Legislation –
Session 1

November 2023

Continuing in November with a three-part exploration of state K-12 financial education requirements. Our Policy & Advocacy team led these engaging sessions on critical topics surrounding Financial Education Legislation. In this episode, Raven Newberry and Emma Donahue talk to Leslie Finnan, Advocacy Director, Council for Economic Education, and Hale Crumley, Policy Manager, Prosperity Management.


Funding K-12 Financial Education Requirements, Ohio Case Study - Session 2

November 2023

Session II of our three-part exploration of state K-12 financial education requirements. In this episode, Raven Newberry talks to Evan Kleymeyer, Senior Vice President of Government and External Relations, Ohio Bankers League and Brian Page, 2023 Visiting Scholar, Consumer Finance Protection Bureau about key issues, including financial education access, quality, and impact.


Evaluating K-12 Financial Education Requirements - Session 3

November 2023

Session III of our three-part exploration of state K-12 financial education requirements. In this episode, Raven Newberry talks to Christine Mulhern, Economist, RAND Corporation and Dr. Brittany Griffin, Policy and Communications Director, Utah Office of State Treasurer. This webinar is a fantastic opportunity to get a pulse of state K-12 financial education requirements and issues most pertinent to our field.


The Role of Philanthropy in Expanding Financial Education Access

September 2023

In the second edition of the FEI&I Webinar Series, The Role of Philanthropy in Expanding Financial Education Access Joshua Caraballo, Psy.D., NEFE’s managing director of Research was joined by Courtney Brown, Ph.D., Lumina Foundation’s vice president of impact and planning to cover how philanthropy has evolved in this area, as well as the benefits, trends and best practices. This 30-minute webinar is ideal for the research community, the funder community and those who want to educate themselves on the topic.


What We Covered, What We Learned and Why It Matters

August 2023

Held on Tuesday, August 1, 2023, followed up on discussions from our inaugural Summit in the areas of financial education access, quality, and impact.

Beth Bean, Senior Vice President, Research and Impact, NEFE, moderated a panel discussion with NEFE Staff: Amy Marty Conrad, Managing Director, Insights, Joshua Caraballo, Psy.D., Managing Director, Research, and Raven Newberry, Managing Director, Policy & Advocacy.

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