Giving Thanks for a Busy End of Year! Your Guide to Exciting Events and Opportunities

Newsletter Issue: November 2017

Office Candids Photo by Syd London Copyright 2014

Quick Clicks:

  • Help families save for their children’s education by supporting The Financial Clinic’s #GivingTuesday campaign! Donate today.
  • Register for Asset Funders Network’s webinar, “The Changing Nature of Work and Income: How Philanthropy Can Respond to and Support Low Income Families,” tomorrow at 2pm ET!
  • RSVP now to join the Clinic and the Workforce Benchmarking Network for a virtual briefing, “When is More Not Extra? Effective Strategies for Financial Security” on December 12 at 1pm ET.

Two Webinars for the Price of None

When is More Not Extra? A Virtual Presentation

The Changing Nature of Work and Income: How Philanthropy Can Respond to and Support Low Income Families

Join Asset Funders Network for a webinar tomorrow, November 29, at 2pm ET for a discussion on how income volatility challenges working Americans and emerging strategies to address this economic insecurity through workplace advancements. Speakers will include Clinic board member, Ida Rademacher of The Aspen Institute, Don E. Baylor, Jr. of The Annie E. Casey Foundation, and Kim Ostrowski of Prudential Financial. RSVP here!

When is More Not Extra? Effective Strategies for Financial Security

In just two weeks on December 12 at 1pm ET, join the Clinic and the Workforce Benchmarking Network of Corporation for a Skilled Workforce to learn about impactful integration of services to help workforce programs achieve greater financial security for their participants. Visit our event page to learn more and RSVP today!

In the Thanksgiving Spirit

Giving Thanks

In this season of giving thanks, we could not be more thankful for strength of the Clinic family – our partners, clients, customers, supporters, and funders across the country who stand with us every day in our mission to build the nation’s financial security.

Just in time for the holidays, our family became even stronger! We’d like to welcome Prepare + Prosper as the latest organization to join as a Strategic Partner for Change Machine to lead the new Pay it Forward group!

As financial coaching programs grow, many are choosing to incorporate volunteers into their service delivery models. Volunteer financial coaches can help programs increase their capacity as well as extend the network of support for participants beyond the organization and into the community. The Pay it Forward group is designed to be a place to share resources and best practices among both program managers and volunteers. Join the conversation!

Social Spotlight: #GivingTuesday

GivingTuesday

Give the gift of a pathway to college. This Giving Tuesday, the Clinic is launching a campaign to help thousands of children to begin the necessary savings for a college education. Help us reach our goal of $10,000 to ensure all eligible New Yorkers are informed and empowered to take advantage of the new Refund529 – learn more!

Donate now through the end of the year to support the Refund529 campaign

Don’t miss the latest news: Follow the Clinic on Facebook and Twitter!

The Clinic Across the Country
Speaking Engagements, Presentations, and Features

The Clinic staff have been busy, offering their expertise at various conferences and presentations. A selection of recent appearances include:

  • Mae at Citi Community Progress Makers

    Mae at Citi Community Progress Makers

    Mae Watson Grote, Founder and CEO, Haidee Cabusora, Chief Program Officer, and Kate Reeves, Director of Capacity Building, joined the Citi Foundation and fellow grantees for the Community Progress Makers Convening in Washington D.C. There, Mae presented on the “From Doers to Influencers” panel to discuss Refund529 and the growth of the Clinic.

  • This month, Mae also chaired a panel of “understanding the tipping points” in household debt for the Association of Public Policy and Management’s Fall Research Conference on November 3, and presented on “Busting 3 myths about building financial security for LMI households” at the quarterly meeting for the New York Federal Reserve Bank’s Community Advisory Board on November 15.
  • Assistant Director of Partnership Management, Megan Kursik, co-presented with Carmina Lass of the Credit Builders Alliance at the 2017 AFCPE Symposium. The session focused on technology solutions for financial coaches, counselors and their customers, which included how to apply Customer Relationship Management technology to improve practice, important considerations for supporting customers when using fintech, and a brainstorm with participants on the most helpful fintech resources coaches and counselors are using with customers right now. Megan also spread the work about Change Machine to the 600+ attendees of the symposium as an exhibitor, and was excited to connect with so many passionate practitioners. Check out the Change Machine article on AFCPE’s #BridgingtheGap blog!
  • Jared Marling, Assistant Director of Capacity Building, spoke on a panel of partners at College and Community Fellowship’s CARTAP convening, where he shared the Clinic’s innovations and approaches to support our partners who focus on re-entry and the needs of formerly incarcerated people.

Welcome to the Season of Goals, Savings, and Workforce!

Newsletter Issue: October 2017

Office Candids Photo by Syd London Copyright 2014

Quick Clicks

  • Do you have trouble getting customers to see the big picture when it comes to reaching their goals or building financial security? Join The Prosperity Agenda and the Clinic for a virtual presentation on how to prepare your customer to meet these challenges, achieve goals, and build long-lasting coaching relationships – register here!
  • RSVP now for a virtual briefing with the Clinic and the Workforce Benchmarking Network to learn about a new approach for effective and impactful integration to help workforce participants achieve financial security – learn more below!

The Financial Clinic’s Financial Goal

October 15 was National Financial Goal Day, and the Clinic celebrated achieving its own – a new office!

After outgrowing our former space on 30th Street, we are thrilled to find a new home in Industry City, returning to our Brooklyn roots. We look forward to welcoming many of you here for in-person and virtual trainings and visits!

All of our contact information remains the same, except for our new address:
Industry City
254 36th Street, Suite B321
Brooklyn, NY 11232

The Season of Workforce Development

WorkBOOST NYC Organizational Development

Forget the winter blues with three exciting opportunities and events for workforce development programs, practitioners, and stakeholders!

November 2017 – The Clinic’s workforce development focused financial security ecosystem is going national! If you are or know of a workforce development program in New Jersey or Michigan, keep an eye out for our RFP to be a partner in building financial security for jobseekers – to be released before Thanksgiving.

December 12, 2017 – When is More Not Extra? Effective Strategies for Financial Security Integration in Workforce Programs. Learn how to address jobseekers’ financial insecurity effectively and simply. The Clinic and the Workforce Benchmarking Network of Corporation for a Skilled Workforce (CSW) are releasing a white paper to examine how basic financial security activities connect with better workforce outcomes and highlight the results from WorkBOOST NYC for replication. RSVP for the virtual briefing today!

Early 2018 – The Clinic is hosting a half-day practitioner convening, featuring interactive workshops and presentations on strategies for addressing jobseekers’ financial concerns to ensure employment success. Attendees will walk away with an index card of easy steps for immediate use with customers – a fun professional development opportunity not to be missed!

My Financial Goal: Saving for College

College Savings Impact

Just in time for National Financial Goal Day, the New York State Department of Taxation and Finance announced that Refund529 — allowing tax filers to split their state refund toward a direct contribution into a 529 college savings account — will be implemented for the 2018 tax season! This means New Yorkers can achieve their goal of saving for their children’s education by connecting their intentions to save with a reputable, mainstream financial resource (with its own tax benefits!).

Learn more about the Clinic’s work advocating for Refund529 and how you can become involved in the next steps!

Social Spotlight: #TrickorTreat – College Savings Edition

It’s Halloween – what’s more spooky than thinking about paying for college?! Not to fear, the Clinic has the “tricks” to watch out for and the “treats” to take advantage of with college expenses. Have any tips of your own? Let us know @financialclinic and #TrickorTreat!

Don’t miss the latest news: Follow the Clinic on Facebook and Twitter!

Social Spotlight: #TrickorTreat

The Clinic Across the Country
Speaking Engagements, Presentations, and Features

The Clinic staff have been busy, offering their expertise at various conferences and presentations. A selection of recent appearances include:

  • Change Machine Conference TableOn October 4,  Founder and CEO, Mae Watson Grote, spoke at the SEEP Network Annual Conference on their panel, “What’s Data Got to Do With It? Reframing the Conversation from Financial Inclusion to Financial Health” in Arlington, VA. Mae was also a guest speaker at the October 11 NYC Conference co-hosted by the Department of Financial Services and MetLife Foundation.
  • On October 5-6 in Indianapolis, Assistant Director of Partnership Management, Megan Kursik, joined more than 150 practitioners and advocates for the first ever Midwest Asset Building Conference. Change Machine sponsored a ShareLive! event for conference goers, a night of games, drinks, and great conversation at Fountain Square Theatre and Imbibe. Megan also shared tips and lessons learned from the Clinic’s experience developing Change Machine as a CRM tool to improve coaching practice and drive greater impact for coaching customers in the breakout session “Practical Tools for Financial Coaching.” Thanks to conference organizers Prosperity Indiana, Community Economic Development Association of Michigan, Illinois Asset Building Group, Minnesota Asset Building Coalition, and Policy Matters Ohio for putting on a great event!
  • Jared Marling, Assistant Director of Capacity Building, joined NYATEP for their annual conference in Syracuse, NY: A Skilled New York, The Intersection of Education, Workforce & Economic Development. Jared presented a workshop on October 17, “Building Your Job and Career-Seeker’s Financial Security.”

Immigration, Student Loans, Minimum Wage, Oh My!

Newsletter Issue: September 2017

Office Candids Photo by Syd London Copyright 2014

Quick Clicks

  • The workforce development virtual training series is back! Register now for the first installment, The Connection Between Workforce Development and Financial Security, on October 17.

Bringing Financial Security to the US’s Fastest Growing Community

Hispanic Community's Connection to Financial Security

The Bureau of Labor Statistics predicts that by 2020, 30.5 million Latinos will have entered the workforce; however, the community as a whole continues to struggle with connecting to mainstream financial services and long-term savings planning. In a new article, Clinic Program Associate, Raquel Paulino, takes a closer look at the factors contributing to Latinos’ financial security and how we can better serve this growing community – read it now!

The Financial Clinic is thrilled to be joining UnidosUS on a new national partnership – stay tuned for more information soon!

ICYMI: Read the Clinic’s response to the reversal of DACA in “DREAMers Deserve Financial Security, Not More Barriers.”

Recap: Paying for College Workshop and Resource Fair

Paying for College Workshop and Resource Fair

On September 18, the Clinic hosted a workshop and resource fair on strategies for paying for college, both for high school students preparing for first time applications and returning students. Thank you to all who were able to join us – especially our wonderful exhibitors, Financial Planning Association of New York (who also presented a wonderful mini-workshop on 529 accounts), Bed Stuy RestorationCollege and Community FellowshipCUNY Welcome Center, TD Bank, and Year Up!

Download the workshop presentation here!

Change Machine Comes to Life: Introducing SHARE Live!

ShareLive

We are bringing Change Machine alive with a brand new series of SHARE Live networking events, held in multiple locations across the country over the next year. Build real-life connections with coaches and practitioners who are working towards our shared mission at a fun, stress-free happy hour. It was great to see our Dallas friends at the first ever SHARE Live event last week!

SHARE Live Indianapolis! Are you going to the Midwest Asset Building Conference? The Clinic is sponsoring October 5’s opening night networking reception for our second SHARE Live event – learn more about Change Machine, access a free Community license by joining the Prosperity Now Financial Coaching Network, and get free swag! Then the next day, join Assistant Director of Partnership Management, Megan Kursik, for a 10:30am panel on “Practical Tools for Financial Coaching. See you there!

Want to see SHARE Live in your hometown? Email our Director of Marketing and Communications at ndewey@thefinancialclinic.org for more info.

Social Spotlight: #MinimumWage

This month, we are looking at the positive implications of a minimum wage increase! Learn more about the Clinic’s research and recommendations for minimum wage in the WorkBOOST NYC Policy Platform.

Don’t miss the latest news: Follow the Clinic on Facebook and Twitter!

Minimum Wage

The Clinic Across the Country
Speaking Engagements, Presentations, and Features

The Clinic staff have been busy, offering their expertise at various conferences and presentations. A selection of recent appearances include:

  • SHARE Live DallasAssistant Director of Partnership Management, Megan Kursik, joined Clinic partner Credit Builders Alliance (CBA) in Washington, DC, for the Building CAPACD Convention.
  • Jessica Wise, Assistant Director of Capacity Building, flew to Las Vegas for the UnidosUS Workforce Development Forum.
  • In Dallas, Assistant Director of Capacity Building, Jared Marling, and Implementation Lead, Alyssa Keil, joined WiNGS Dallas for the third Coaching Huddle. That night, they hosted the first ever SHARE Live happy hour and networking event for practitioners in the Dallas area!

 

Retirement Savings: Accepting the Loss of myRA

Newsletter Issue: August 2017

Office Candids Photo by Syd London Copyright 2014

Quick Clicks

Have you RSVP’d yet for the Paying for College: Workshop and Resource Fair on September 18? Schedule and exhibitors now announced – learn more!

The End of myRA – What Now?

myRA News

Late last month, the Treasury Department announced it would begin phasing out the myRA retirement savings program, citing it was too costly to maintain for such a low demand (despite that myRA has been available for less than two years). The Clinic is sorry to see this is no longer an option for low-income Americans who are struggling to begin saving for retirement because they lack the initial contribution needed to avoid fees.

Thankfully hope remains, as Financial Coach Andy Collado explains in a new blog post, detailing the best options for retirement savings following the close of myRA.

Join the Conversation: Retirement Savings

Retirement Topic of the Month

As we prepare for the loss of myRA, we are thankful to have the brilliant minds of the SHARE community to turn to. Here are some of our favorite resources to come out of the retirement savings #TopicoftheMonth!

Discover more on SHARE! There’s still time to become part of Prosperity Now‘s Financial Coaching Network and receive a free SHARE license for a full year – sign up today!

Social Spotlight: #EconomicJusticeMaker

The Center for Survivor Agency and Justice (CSAJ) are coloring social media to promote racial and economic equity, featuring quotes from their Guidebook (including the chapter on Identity Theft by the Clinic’s own Amy Cao!). How are you an #economicjusticemaker? Tag @CSAJNews and @financialclinic to share your story!

Don’t miss the latest news: Follow the Clinic on Facebook and Twitter!

#EconomicJusticeMaker

The Clinic Across the Country
Speaking Engagements, Presentations, and Features

The Clinic staff have been busy, offering their expertise at various conferences and presentations. A selection of recent appearances include:

  • Este es el Dia SegmentImplementation Lead, Alma Rojas, and Financial Coach, Andy Collado, gave their television debut as they discussed financial security strategies on Aliento Vision’s ‘Este es el Dia’ — watch the segment here!

COMING SOON:
The Clinic is thrilled to join the NY Association of Training and Employment Professionals (NYATEP) as a monthly contributor to the BUZZ – keep an eye out for the first article next month!

New Credit Reporting Standards: What Does it Mean?

Newsletter Issue: July 2017

Office Candids Photo by Syd London Copyright 2014

Quick Clicks

  • Read Howard Pollack’s new ‘index card’ article in The Washington Post, “Ways to Tame Your Finances” featuring advice from the Clinic’s own Assistant Director of Research and Policy, Sasha Ostojic, and Financial Coach, Viviana Steinberg!

Celebrate! New Credit Reporting Standards

Introducing the New and Improved Credit Report: The benefits might not be what you expect

Approximately 12 million people are about to see an improvement in their credit scores, thanks to new standards set by the three national credit reporting agencies that went into effect July 1. Part of the National Consumer Assistance Plan (NCAP) to enhance credit reporting accuracy, the new standards create a long overdue minimum for personal identification before a public record can be added to a credit report. Read the Clinic’s new blog post to learn more!

Exciting Fall Financial Security Events

Paying for College Workshop and Resource Fair

Save the date! On September 18, the Clinic will host the “Paying for College: Workshop and Resource Fair.” Discover the strategies that make college affordable for the student in your life, or share your own tools and tips with the next generation of college-bound individuals! RSVP with the number of guests to secure your spot today. Are you an organization with a resource, product, or service benefiting college-bound students? Email us to learn more about becoming an event exhibitor!

WHEN: Monday, September 18, 4-7pm
WHERE: Baruch College, William & Anita Newman Conference Center 151 E 25th Street, 7th Floor
New York, NY 10010

Help design the conference of your dreams! The Clinic is excited to host an all-day event for practitioners of financial security building and workforce development, filled with group discussion, presentations, workshops, and networking. We want to hear from you – what topics are you most interested in learning ore about? Fill out our brief survey!

Social Spotlight: Topic of the Month

Now more than ever we find ourselves looking for a forum to talk about societal and political realities and what it means for ourselves and our customers. We can help! On Change Machine’s SHARE Community, we have instituted a Topic of the Month based on some of the season’s hottest (no pun intended) issues. This month, the Community is discussing healthcare and the health-wealth connection. Visit SHARE to learn more!

Don’t miss the latest news: Follow the Clinic on Facebook and Twitter!

July Topic of the Month

The Clinic Across the Country
Speaking Engagements, Presentations, and Features

The Clinic staff have been busy, offering their expertise at various conferences and presentations. A selection of recent
appearances include:

  • Haidee Cabusora at UnidosUS Annual ConferenceChief Program Officer, Haidee Cabusora, Assistant Director of Capacity Building, Jessica Wise, Assistant Director of Partnership Management, Megan Kursik, and Implementation Lead, Erica Mancinas, were thrilled to join UnidosUS (formerly the National Council of La Raza) for their annual conference, July 8-11 in Phoenix, AZ. There, Haidee presented in two workshops: “Technology Planning for Nonprofits: How Tech Tools Expand Impact” and “Economic Empowerment through Collective Impact: How to Build Financial Security in Your Community, One Client at a Time.”

Health Care and Financial Coaching

Newsletter Issue: June 2017

Office Candids Photo by Syd London Copyright 2014

Quick Clicks

  • Discover how data can be integrated to heighten your organization’s impact: Join us on Wednesdays in July, starting 7/5, for a three-part virtual training series.
  • Congratulations to our friends at CFED who have rebranded to Prosperity Now! Learn about our exciting new partnership and how you can become more involved with the financial coaching community!

When Having Health Insurance Means Having a Home

Repealing the Affordable Care Act Means Families Lose Homes

Washington University released a new study, performed at the Center for Social Development at the Brown School of Social Work and the Olin Business School, that shows for the first time the positive impact of the Affordable Care Act Marketplace on family finances. Researchers found that low-income households who gained health insurance through the Marketplace are much more likely to make their rent and mortgage payments — in fact, 41 percentage points less likely to become delinquent on home payments.

See the full study here! Plus, read the Clinic’s thoughts as we prepare for the Senate vote (postponed for now) on repealing and replacing the Affordable Care Act.

Financial Coaching: Where We Are Now

financial coaching census 2016

It’s so exciting to see the growth and development of the financial coaching field – the 2016 Financial Coaching Census from the Center for Financial Security and Asset Funders Network depicts the strength of our community of practitioners, managers, and funders. Perhaps more importantly, it highlights where we still have room to make improvements!

Read how the Clinic strives to support the field as it influences individuals and families across the nation.

Social Spotlight: 20,000 Customers

Change Machine has surpassed a huge new milestone – it has empowered clients to serve over 20,000 customers through more than 35,000 meetings! Thank you to all the financial coaches and social service practitioners who use Change Machine to help transform their customers’ financial lives.

Don’t miss the latest news: Follow the Clinic on Facebook and Twitter!

Change Machine 20K Customers

The Clinic Across the Country
Speaking Engagements, Presentations, and Features

The Clinic staff have been busy, offering their expertise at various conferences and presentations. A selection of recent appearances include:

  • On June 7, Director of Services, Stefan Hench, and Financial Coach, Amy Cao, joined EARN to present on their Partner Engagement Webinar.
  • Stefan next joined IDEO.org in Austin, TX for a meeting of their Advisory Council.
  • Haidee Cabusora, Chief Program Officer, joined Asset Building Strategies and their Closing the Women’s Wealth Gap network for a conference in San Francisco, CA, June 22-23. Watch their new video!
  • Partnership Associate, Laura Malecky, travelled to Washington, DC to bring Change Machine to CBA‘s 2017 Credit Building Symposium from June 26 – 27.

Empowering Domestic Violence Survivors

Newsletter Issue: May 2017
the-financial-clinic-pig

Quick Clicks

  • Want to keep customers coming back? Join the Clinic and The Prosperity Agenda for a free virtual presentation TODAY at 1pm EDT!
  • Workforce development practitioners – the Clinic’s three-part series is back! Join us on Thursdays, starting June 1, to learn best practices for building the financial security of jobs seekers.

“There is no safety for survivors of domestic and sexual violence without economic security”

CSAJ Guidebook

Last week, the Center for Survivor Agency and Justice (CSAJ) released the Guidebook on Consumer & Economic Civil Legal Advocacy for Survivors, a comprehensive and survivor-centered guide for domestic violence attorneys and legal advocates. It was developed in partnership with a cadre of on-the-ground advocates, attorneys, and organizational partners – including The Financial Clinic’s own, Amy Cao!

Fill out this form to download the Guidebook: Click here for Amy’s chapter on strategies to resolve identity theft for survivors of domestic violence. Click here to view the full Guidebook.

Empowerment in Action

Domestic Violence Mother with Baby

The Clinic works with New York City domestic violence providers to bring financial security strategies to survivors so they can gain the financial independence they deserve. Read more about the inspiring work our partners are accomplishing.

Then, see the results achieved by financial coaches working one-on-one with survivors – click here to read their successes!

P.S. Did you know Change Machine has a domestic violence pathway with all the tools you need to build the financial security of survivors? Check it out here!

Social Spotlight: Scale and Impact

ICYMI: The Clinic has released its very first Scale and Impact Report – The Road So Far: Wins in Policy, Practice, and Product.

Don’t miss the latest news: Follow the Clinic on Facebook and Twitter!

Scale and Impact on Facebook

The Clinic Across the Country
Speaking Engagements, Presentations, and Features

nliftThe Clinic staff have been busy, offering their expertise at various conferences and presentations. A selection of recent appearances include:

  • Clinic Founder and CEO, Mae Watson Grote, and COO, Martin D’Andrade, joined fellow members of nLIFT (Nonprofit Leaders in Financial Technology) for a convening in New York City May 9-11 to bring their collective experiences to work towards the expansion of inclusive financial technologies.

April Taxes Bring May Financial Security! April 2017

In This Issue: The Joys of Spring

Envisioning a Lasting Financially Secure WorldThe sun is shining, the weather is getting warmer, and we have all survived another tax season! In celebration, we’ve gathered some of our favorite tax-related success stories. Then, learn about the Clinic’s products work and take a look at innovative solutions to housing barriers. Plus, a video from our all-star coaches to kick off baseball season!

Founder and CEO, Mae Watson Grote, is honored to join the Federal Reserve Bank of New York as a member of the Community Advisory Group (CAG), composed of leaders of nonprofit and community organizations from throughout the Federal Reserve’s Second District. The CAG held its first meeting on April 19 with the goal to provide the New York Fed with with a more thorough understanding of of the economy’s impact on communities and individuals. If you want to hear more from Mae, check out her new post on the Aspen Institute‘s blog, with her thoughts on why every American deserves financial security, as part of a series dedicated to nLIFT (Nonprofit Leaders in Financial Technology). Read Every American Deserves Financial Security.

What’s in Your Refund?

What's in Your Refund?With over $426.1 billion issued through more than 122.3 million refunds by the IRS, there are a multitude of ways to use this hard-earned money. The Clinic’s VITA tax preparation program alone was thrilled to provide free tax preparation for 5,284 returns, leading to $7.9 million in refunds and saving $1.3 million in tax preparation fees for New Yorkers who need it most. For low-income Americans, the tax refund often represents a significant portion of their annual income – up to 40% – and gives them the opportunity to achieve their financial goals by kickstarting a savings account, paying off lingering debt, building credit, or even placing a down payment on a house.

Read how the Clinic’s customers are using their refunds to achieve their goals!

Plus, watch Director of Services, Stefan Hench, featured on Fox 5 discuss the Clinic’s VITA program!

Products Making a Difference

Financial Products making a difference

Financial Products making a difference

Financial insecurity exists in every corner of every community across the country. As social service providers, we wish we could reach them all, and with the exponential rise of technology, maybe that dream can become a reality. The Clinic recognizes a huge opportunity provided by the growing field of fintech and seeks to identify the ways it can be leveraged to fill the needs of the low- to moderate-income populations we serve.

In a new article by Program Associate, Amy Cao, discover why and how LMI families stand to benefit from these technologies.

Housing: Looking for Solutions

With NYC Mayor Bill De Blasio’s recent announcement of a plan to add 90 new shelters in an attempt to meet the needs of an ever-growing homeless population, we began to wonder what other communities were doing to fight homelessness. Housing is the foremost presenting issue with our financial coaching customers, so we sought the expertise of our SHARE community:

Want to join the conversation? Learn how you can become a member of the SHARE community!

Social Spotlight: Baseball

With the start of the 2017 baseball season, we were inspired to feature our very own all-star coaches! Watch as they put on their best game-day gear to explain the magic of coaching – for baseball and for finances.

Follow the Clinic on Facebook and Twitter to catch all the latest news and posts!

Watch 2017 Season Starting Lineup video on Vimeo

The Clinic Across the Country Speaking Engagements, Presentations, and Features

The Clinic staff have been busy, offering their expertise at various conferences and presentations. A selection of recent appearances include:

  • The Clinic Across the Country Speaking Engagements, Presentations, and FeaturesMae Watson Grote traveled April 25 with Assistant Director of Partnership Management, Megan Kursik, to the University of Wisconsin-Madison to participate in a panel discussion on Effective Client Engagement as part of the CFPB’s Financial Coaching Symposium.
  • Assistant Director of Financial Coaching, Karen Goodheart, shared her story of transitioning from private banking to financial coaching on Lustre’s blog.
  • Alma Rojas, Financial Coach, was featured in Norwood News for her work in the Bronx.
  • From April 24 – 26, Chief Operations Officer, Martin D’Andrade, and Partnership Associate, Laura Malecky, bring Change Machine to the Goodwill Conference in Houston.
  • Haidee Cabusora joined the FDIC on April 26 in Arlington to participate in their 2017 Economic Inclusion Summit: Strategies to Bring Consumers into the Financial Mainstream.