FEI&I Webinar Series

Financial Well-being in Multigenerational Households | Exclusive New Data from NEFE

As part of Financial Capability Month, we present the unique financial realities of U.S. adults living in multigenerational households. NEFE’s Opinion Poll Team—Research Director J. Michael Dedmon and Research Manager Madelyn Smith— reveal key insights from a comprehensive 90-question opinion poll. This exclusive data highlights how multigenerational households navigate financial challenges and how their experiences compare to the general U.S. population.

State K-12 Financial Education Requirements

December 2024

In our final webinar of 2024 we review the year’s biggest developments in state K-12 financial education requirements and look ahead to what’s on the horizon in 2025. Our Policy and Advocacy Team shares key insights and actionable strategies for advancing financial education in schools - this discussion highlights states making bold moves, the progress of financial education implementation, and areas still needing attention.

Update on NEFE's Strategic Partnership Pilot Program

August 2024

This insightful webinar has Greg Fischer, NEFE’s Director of Strategic Partnerships, moderates a dynamic panel on the Strategic Partnership Pilot Program. Hear directly from key stakeholders, including representatives from the Appalachian College Association and the Colorado Community College System, as they share their qualitative accomplishments and challenges encountered.

Building Identity-Conscious Approaches to Financial Education

April 2024

During Financial Capability Month, NEFE’s senior director of Equity - Michelle Samuels-Jones, Ed.D – moderated a panel of stakeholders regarding effective curriculum and policy approaches that advance financial education among marginalized and vulnerable populations.

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.