Asset Building, Financial Coaching and Financial Products

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November 6-8

Asset Building, Financial Coaching and Financial Products

We’ll look at coaching versus counseling, examine predatory products, and learn about the importance of debt-reduction and savings.

Track 1: Beginners
Track 2: More experienced
Track 3: Advanced

Friday, November 8

09:30 - 10:45

The Three C's: Coaching, Counseling, & Case Management

Learn the differences between financial coaching,  counseling and case management, and  which one to use when.

Moderator: Hallie LienhardtOutreach Specialist, Center for Financial Security, University of Wisconsin- Madison

Presenter: Brooke Lindow, NeighborWorks® America

Presenter: Althea Saunders-Ranniar, Director of Financial Services at Bon Secours Community Works

Presenter: Anne EmigProgram Manager, Cities for Financial Empowerment


Track: 1

(Repeats Friday, November 8, 11:00-12:15.)

Friday, November 8

09:30 - 10:45

Integrating Financial Coaching Into Your Work

In this workshop learn about coaching models, and how to fit the right model to the organization. (Repeats 11:00-12:15.)

Moderator: Ida Rademacher,
Chief Program Officer, CFED

Presenter: Ellen Ray, Executive Director, Center for Changing Lives

Presenter: Mae Watson Grote, Financial Clinic
Presenter: Yesenia Cervantes, Instituto del Progreso Latino

Track: 2, 3

(Repeats Friday, November 8, 11:00 – 12:15)

Friday, November 8

09:30 - 10:45

Building Credit and Paying Down Debt

Credit building is emerging as a powerful tool to help families build assets and reduce costs of financial services.  This workshop will explore these tools, and discuss sequencing.  The workshop will also address ways that behavioral economics principles can facilitate building credit and paying down debt. (Repeats 11:00-12:15.)


Moderator: George S. Wright, Director of Community Relations, Citibank’s Global Consumer Group

PresenterDara DuguayExecutive Director, Credit Builders Alliance

Presenter: Tanya Ladha, Manager of Advisory Services and Nonprofit Investments, CFSI

Presenter: Kristin Schell, MSW, Credit Building Manager,  Justine Petersen



Track: 2

(Repeats Friday, November 8, 11:00 – 12:15)

Thursday, November 7

02:15 - 03:30

Strategies for Income Smoothing and Managing Family Cash Flow

Our panel will highlight  ways to help families manage periodic influxes of cash.  Panelists will also share ways to incorporate behavioral economics principles to smooth income.

Moderator: Mae Watson Grote, Financial Clinic
Presenter: Lashawn Richburg-Hayes, MDRC
Presenter: Steve Holt, Holt Solutions
Presenter: Ricki Lowitz, LISC
Presenter: Louisa Quittman, US Department of the Treasury

Track: 2

(Repeats Thursday, November 7, 3:45 – 5:00)