Financial Capability and Asset Building: Achievements, Challenges, and Next Steps

Date: Part II – February 25, 2021, 9:00 a.m. to 3:00 p.m. (central) View presentations from Part I (held September 24, 2020)
Location: Virtual Conference

The Center for Social Development at Washington University in St. Louis and the Financial Social Work Initiative at the University of Maryland School of Social Work are hosting the Financial Capability and Asset Building: Achievements, Challenges and Next Steps (2020–2025) convening. The primary sponsor of the convening is the National Endowment for Financial Education (NEFE), which supports the advancement of research and education in financial capability. This event is cosponsored by the Woodside Foundation and the Grand Challenges for Social Work.

This two-part virtual convening brings together scholars and educators to examine contributions in research, education, and practice; discuss challenges, and map out an FCAB agenda for the next five years. It aims to advance FCAB in research, education, practice and strengthen networks among FCAB scholars, educators, professional associations, and funders.

We also invite you to network and share educational resources via video with conference participants. Click here.

Part II: Theory, Evidence, Education, and Practice in FCAB

Thursday, February 25, 2021, 9:00 am – 3:00 pm (central time zone)

Agenda

Opening/Introduction 9:00 am – 9:10 am

Judy Postmus, Dean and Professor, University of Maryland School of Social Work

Opening Plenary: The Future of Financial Security: Tech, 9:10 am – 10:30 am Equity, and the Role of Nonprofits

Mae Watson Grote, Founder and Chief Executive Officer, Change Machine (PowerPoint)

Discussants: Margaret Libby, Founder and Chief Executive Officer, MyPath (PowerPoint); Cathie Mahon, President and Chief Executive Officer, Inclusiv; and Christy Finsel, Executive Director, Oklahoma Native Asset Coalition (ONAC) (PowerPoint)
Moderator: Lissa Johnson, Associate Director, Center Social Development, Washington University in St. Louis

Break 10:30 am – 10:40 am

View resource videos

Concurrent Research Panels 10:40 am – 11:55 am

Research Panel 1: FCAB Role of Social Work and Social Workers

Developing a Financial Social Work Certificate Program to Meet Needs of Community Practitioners

Christine Callahan, Research Associate Professor, University of Maryland School of Social Work, Jodi Jacobson Frey, Professor, University of Maryland School of Social Work & Rachel Imboden, PhD candidate/Graduate Research Assistant, University of Maryland, Baltimore (PowerPoint)

The Potential of Financial Social Work as Resource for Student Loan Borrowers

Julie Miller, Research Scientist, MIT AgeLab (PowerPoint)

A Scoping Review of Consumer Financial Capability Measurement with Recommendations for Future Research

Julie Birkenmaier, Professor, Saint Louis University, David Rothwell, Associate Professor, Oregon State University & Mary Caplan, Associate Professor, University of Georgia (PowerPoint)

Moderator: Rachel Imboden, PhD candidate/Graduate Research Assistant, University of Maryland, Baltimore

Research Panel 2: FCAB Program Evaluation/FCAB Interventions

The Effects of Self-determined Short-term Emergency Savings Accounts of Young Workers in South Korea

Dong-Ho Jang, Associate Professor, Namseoul University, Department of Social Welfare & Intae Yoon, Associate Professor, North Carolina State University, School of Social Work (PowerPoint)

Creating a Tailored Action Plan to Address Barriers to the Implementation of Financial Capability Programming in a Domestic and Sexual Violence Agency

Sarah Tlapek, Assistant Teaching Professor, University of Missouri School of Social Work, Leslie Knott, Social Worker & Substance Use Counselor & Rachel Voth Schrag, Assistant Professor, University of Texas School of Social Work (PowerPoint)

Developing and Testing a Brief Intervention for Problem Gambling in Credit Counseling

Jodi Jacobson Frey, Professor, University of Maryland School of Social Work (PowerPoint)

Moderator: Sade Younger, Assistant Professor, Norfolk State University

Research Panel 3: Family Finances

Family Self-sufficiency Program Participation Before and After the Great Recession: Has it assisted public housing residents grow assets?

Anna Marie Santiago, Professor of Social Work, Michigan State University (PowerPoint)

The Role of Secured and Unsecured Debt in Retirement Planning Among Pre-Retirees

Karen Zurlo, Associate Professor, Rutgers University & Zibei Chen, Assistant Professor, University of Southern Mississippi School of Social Work (PowerPoint)

Moderator: Sicong Sun, PhD candidate, Washington University in St. Louis

Break 11:55 am – 12:10 pm

View resource videos

Directions in International FCAB 12:10 pm – 12:40 pm

FCAB Africa – David Ansong, Associate Professor and Wallace Kuralt Early Career Distinguished Scholar, UNC-Chapel School of Social Work
FCAB Asia – Jin Huang, Professor, Saint Louis University (PowerPoint)
Moderator: David Rothwell, Associate Professor, Oregon State University

Break 12:40 pm – 12:45 pm

Dean’s Panel: FCAB in Social Work Education: Addressing 12:45 pm – 1:45 pm Inequality in Era of COVID-19

Jenny Jones, Dean, School of Social Work, Clark Atlanta University
Mary McKay, Dean, Brown School, Washington University in St. Louis
Martell Teasley, Dean, School of Social Work, University of Utah
Moderator: Darla Spence Coffey, Executive Director, Council on Social Work Education

Break 1:45 pm – 1:55 pm

View resource videos

Funder’s Panel: Resources for Applied FCAB Research 1:55 pm – 2:55 pm

Sarah Bainton Kahn, VP for Corporate Responsibility and Philanthropy, JP Morgan Chase
Padmini Parthasarathy, Senior Program Officer, Walter and Elise Haas Foundation
Jill Jones, Managing Director of Research, National Endowment for Financial Education
Moderator: Meg Woodside, Trustee, The Woodside Foundation