Podcast Episode Seven: Recap – A Conversation with Nan Morrison

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Focus on Fin Ed: The Policy Convenings Podcast - Episode Seven

The final episode of our limited 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 discuss the behind-the-scenes work that went into developing the convenings, and how the right topics and the right stakeholders truly made the outcomes what they were.

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Topics we cover in this episode

  • The benefits of having a diverse audience with different views on the topics.
  • The role the pandemic played in the discussions and who participated.
  • A preview of NEFE’s and CEE’s partnered advocacy work on K-12 financial education requirements.
  • How this work relates to CEE’s 2022 “Survey of the States” Report.

On the benefit of expanding the audience to bring in ‘new voices’…

“Topics that are adjacent to direct FinEd can really inform our work.” [Hensley, 3:54]

On the keys to making a significant impact…

“Financial education, I like to say, is just one tool in the toolkit to get to the broader good." [Morrison 12:24]

On financial education advocacy approaches…

“Support from the ground up – at the teacher and district level – can make a big difference.” [Morrison, 19:13]

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Appalachian College Association Partnership Final Report Now Available Our first Financial Education Innovation & Impact Summit included the announcement of a new, research-to-practice initiative to champion and advance effective, population-specific practices in financial education. Joining us for that announcement was one of the first organizations to participate in this endeavor: The Appalachian College Association (ACA). Selecting the ACA meant gaining access to a student body made up of first-generation, rural and lower-income college students in the backbone of the Appalachian region, from Georgia, Kentucky, North Carolina, Tennessee, Virginia and West Virginia. Our goal was to work collaboratively with the association and individual colleges in strategizing, developing, implementing, promoting and measuring the success of customized financial education interventions tailored to their undergraduate population. Throughout the 2023-24 and 2024-25 school years, over 1,000 students on seven ACA campuses participated in remote, in-person or hybrid opportunities to prepare for their financial future. Quantitative and qualitative data was collected to provide a fully transparent evaluation of the purpose and benefits of the work. A full analysis of the outcomes of this project are now available in an independent report. [Executive Summary Button] [Full Report Button] Learn more about strategic partnerships at NEFE.

A new report highlights how NEFE and the Appalachian College Association partnered to deliver tailored financial education to more than 1,000 students across seven campuses.

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