Case Studies

Odoo - Sample 1 for three columns

TALKING ABOUT MONEY IN A YOUTH EMPLOYMENT PROGRAM

A national nonprofit based in San Francisco, MyPath reaches 4,000 youth each year, ages 14-24, in California, Nevada, Washington, and Missouri through more than 50 partner sites. The organization [...]

Odoo - Sample 2 for three columns

FINANCIAL OPPORTUNITY CENTERS: DIALOGUE WITH FINANCIAL COACHES, CLIENTS & FUNDERS

The Issue: How to create a productive connection between financial coaches and coaching clients at Financial Opportunity Centers. And how to demonstrate the intricacies of a financial coaching [...]

Odoo - Sample 3 for three columns

AN INNOVATIVE PEER TEACHING FINANCIAL EDUCATION PROGRAM FOR KIDS

The Issue: How to develop a scalable peer teaching financial literacy program that’s fun and easy enough for kids to teach other kids. Who: Amanda Christensen is an Extension Assistant [...]

Odoo - Sample 1 for three columns

MAKING FINANCIAL CLASSES FOR WOMEN MORE ENGAGING

The Issue: How to make financial classes for women more engaging and welcoming while providing valuable skills for handling money. Who: Emily Adams is an agriculture and natural resources [...]

Odoo - Sample 2 for three columns

AN ADULT CONTINUING EDUCATION FINANCIAL PROGRAM FOR AUCTIONEERS

The Issue: How to add interesting, engaging content to a continuing education financial program. Who: Zona Hutson is an Extension Agent with WVU. She works in Doddridge County, West Virginia. [...]

Odoo - Sample 3 for three columns

FINANCIAL EDUCATION PROGRAM FOR BOGUS CHECK WRITERS

The Issue: How to help people understand their financial attitudes and spending habits in a fun way in a financial education program. Who: Susan Routh is an Extension Educator in Family and [...]

Odoo - Sample 1 for three columns

AN IMPROVED SERIES OF FINANCIAL CLASSES FOR TANF

The Issue: How to make TANF financial classes more approachable and effective. Who: Sonya McDaniel, CFLE, is an extension educator who focuses on family and consumer science in Pottawatomie [...]

Odoo - Sample 2 for three columns

DATE-NIGHT RELATIONSHIP CLASSES FOR COUPLES ON MONEY

The Issue: How to cover finances in a series of relationship classes – but in a way that’s fun enough to feel like a date. Who: Kylee Miller is a project manager at Marriage Matters [...]

Odoo - Sample 3 for three columns

LUNCH CLASS ON FINANCIAL EDUCATION

The Issue: How to cover finances in relationship education classes. In addition, how to attract new people and increase attendance in relationship classes. Who: Kylee Miller is a project manager [...]

Odoo - Sample 1 for three columns

FINANCIAL HABITS, ATTITUDES, BEHAVIORS IN MONEY CLASSES

The Issue: How to start a series of money classes with an engaging session that covers financial habits, attitudes and behaviors. Who: Jean Dempster and Janet Smith are Asset Development Trainers [...]

Odoo - Sample 2 for three columns

TEACHING PERSONAL FINANCE IN RELATIONSHIP SKILLS CLASSES

The Issue: How to include personal finances in a relationship skills curriculum that stresses fun, interactive activities that lead to people really understanding and changing their behaviors. [...]

Odoo - Sample 3 for three columns

WORKPLACE FINANCIAL EDUCATION FOR EMPLOYEES

The Issue: How to offer an engaging first personal finance education class that appeals to students and partner organizations. Also, how to help attendees understand their underlying financial [...]

Odoo - Sample 1 for three columns

MONEY MENTORS LEARN ABOUT FINANCIAL BEHAVIORS TO RELATE BETTER TO CLIENTS

The Issue: How to train money mentors to understand how they see money – and how their clients may see money differently. Improve financial coaching. Who: Joanie Davis, Community Initiatives [...]

Odoo - Sample 2 for three columns

FINANCIAL EDUCATION CLASSES AND TRAIN-THE-TRAINER FOR FINANCIAL EDUCATORS

The Issue: How to lay a foundation for financial skills by getting students to understand the role of habits, attitudes, emotions and behaviors in their own personal finances. Who: Saundra Davis [...]

Odoo - Sample 3 for three columns

CREDIT UNION TRAINING ON FINANCIAL BEHAVIORS, EMOTIONS AND ATTITUDES

The Issue: How to train financial services professionals to easily understand the emotional and behavioral side of finance to better relate to financial clients. Who: Joanie Davis, Community [...]

Odoo - Sample 1 for three columns

BUDGETING AND PERSONAL FINANCE CLASSES IN RELATIONSHIP EDUCATION

The Issue: How to deliver effective budgeting and personal finance classes within healthy relationship education. Who: Deborah Gunn is the program manager for First Things First’s federally [...]



YOUTH FINANCIAL EMPOWERMENT INITIATIVE: FINANCIAL LITERACY FOR PARENTS AND KIDS

The Issue: How to get parents and kids to feel comfortable discussing financial topics in a long-term financial literacy program – and better relate to each other around the difficult topic of [...]

Odoo - Sample 3 for three columns

TRANSITIONING FROM FINANCIAL LITERACY SEMINARS TO FINANCIAL COUNSELING

The Issue: How to get more people to feel comfortable attending financial literacy classes – and then to seek out financial counseling. An important component is to help people understand that [...]

Odoo - Sample 1 for three columns

FINANCIAL EDUCATION AND RELATIONSHIP CLASSES THAT ARE FUN AND ENGAGING

The Issue: How to get servicemembers – and their spouses – to want to attend financial education and relationship education classes and come back for more. Who: Gary Strickland, chief of the [...]

Odoo - Sample 2 for three columns

FINANCIAL CAPABILITY IN A LIFE SKILLS PROGRAM: FOSTER KIDS TRANSITIONING OUT OF FOSTER CARE

The Issue: How to better prepare foster kids transitioning out of the foster care system; this includes financial capability , among other life skills modules. Who: Meghann Shutt, program manager [...]

Odoo - Sample 3 for three columns

COUPLES COUNSELING MEETS FINANCIAL COUNSELING

The Issue: How to get counseling clients to talk about money issues in a constructive, nonjudgmental manner; blending financial counseling and couples counseling. Who: Ben Vos, LPC, is a [...]

Odoo - Sample 1 for three columns

MAKING FINANCIAL PLANNING CLASSES RELEVANT AND ENGAGING

The Issue: How to get participants in financial planning classes to look at how and why they spend and save. Also, how to talk about money in a fun, non-threatening and engaging way. Who: Robert [...]

Odoo - Sample 2 for three columns

FINANCIAL LIFE SKILLS FOR TEEN PARENTS

The Issue: How to get single teen parents to better understand money messages and financial wants and needs in an engaging atmosphere. Who: Rebecca Phipps, LPC, professional counselor and [...]

Odoo - Sample 3 for three columns

FINANCIAL EDUCATION FOR SUPPORTIVE HOUSING AND TRANSITIONAL HOUSING PROGRAMS

The issue: How to build trust with supportive housing and transitional housing clients and help them better understand their spending habits; how to make positive behavior changes. Make financial [...]

Odoo - Sample 1 for three columns

COMMUNITY COLLEGE MONEY MANAGEMENT CLASSES: TEACHING PERSONAL FINANCE

Who: Leslie Tomlinson with Student Support Services at Northwest-Shoals Community College in Muscle Shoals, Alabama. What: As part of the college’s Student Support Services grant through the US [...]


MONEY HABITUDES IN CATHOLIC SCHOOL CLASSES

Where: Immaculate Heart Academy, a Catholic college prep high school in Washington, NJ What: Piloted Money Habitudes cards in psychology and finance classes Who: Stephanie Licata, campus minister [...]


FINANCIAL EDUCATION AND RELATIONSHIP EDUCATION IN PRISONS AND INMATE REENTRY PROGRAMS

Who: Ronald Brewer, Director of Education, People of Principle, based in Midland, TX. What: Marriages are subject to a variety of stresses. Few are greater than having one spouse incarcerated. It [...]

MONEY HABITUDES STORMS THE DORMS FOR FINANCIAL READINESS

Contact: Erica Brown, a community readiness technician at Shaw Air Force Base Airman and Family Readiness Center (AFRC) Situation: A financial education class to reach young airmen on their own [...]

Odoo - Sample 2 for three columns

TEACHING FINANCIAL LITERACY CLASSES TO TEENS AND SENIOR CITIZENS

Teaching financial literacy classes can be difficult. Talking about money intimates people and they often wait until hardship strikes before seeking help. Therefore, financial educator Nancy [...]

Odoo - Sample 2 for three columns

INTEGRATING THE EMOTIONAL AND BEHAVIORAL ASPECTS OF PERSONAL FINANCE INTO FINANCIAL EDUCATION

The Issue: How to effectively train financial educators and coaches about the behavioral and emotional side of personal finance so they better understand the concepts and themselves and are thus [...]

TALKING ABOUT MONEY IN CONTINUING EDUCATION WORKSHOPS

Who: Kelly Chicas, a Board Certified, Licensed Professional Clinical Counselor (at Albuquerque Family Counseling) and Lisa Johnson, PhD, LMFT in Albuquerque, New Mexico Situation: Workshops for [...]

MONEY HABITUDES HELPS SAVE MARRIAGES FROM DIVORCE

Contact: Kent Thompson, Financial Program Manager with Army Community Service, Camp Ederle, U.S. Army Garrison, Vicenza, Italy Situation: A comprehensive, six-hour course for couples intending to [...]

FINANCIAL EDUCATION TO MAKE THE MILITARY “MISSION READY”

Contact: Madeleine Greene, Personal Financial Counselor, Contractor for the Department of Defense. Greene worked as a financial counselor and educator for Cooperative Extension Service through [...]

PREPARING THE NAVY’S PEER FINANCIAL COUNSELORS

Contact: Carol Allison, Financial Program Manager, Naval Support Facility (NSF) Dahlgren/The Navy’s Command Financial Specialist (CFS) program Situation: Use Money Habitudes cards in [...]

MONEY HABITUDES BREAKS THE ICE, BEATS PIZZA AND BOOSTS ATTENDANCE

Contact: Kent Thompson, Army Financial Program Manager, Army Community Service (ACS), Camp Ederle in Vicenza, Italy Situation: Financial education classes without funding to attract soldiers to a [...]

TEACHING COUPLES SKILLS TO COMMUNICATE ABOUT FINANCES

Financial education classes often neglect communication skills and focus solely on the mechanics of budgeting, expense tracking, etc. But Lori Scharmer, a family economics educator, finds great [...]