The final episode of the 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 discussed some behind-the-scenes work that went into the convening development and how the right topics and the right stakeholders truly made the outcomes what they were.   Participants / Guests: Host: Billy Hensley, president and CEO, NEFE Special Guest: Nan Morrison, president and CEE, Council for Economic Education   Topics: The benefits of having a diverse audience with different views on the t ..read more

This episode reflected on the importance of placing a diversity, equity and inclusion lens on financial education. Dr. Billy Hensley provides introductory and closing remarks, and host Raven Newberry interviews Anne Price, the policy convening’s moderator, on the need for the field to re-examine how financial markers, history and generating wealth are taught to ensure accuracy and foresightedness.     Participants / Guests: Introduction/Conclusion: Billy Hensley, president and CEO, NEFE Host: Raven Newberry, director of Policy and Advocacy, NEFE Special Guest: Anne Price, president ..read more

This convening examined rural areas with a special focus on military and native communities and the importance of customizing financial education for the specific needs of these demographics. Dr. Billy Hensley provides introductory and closing remarks, and host Raven Newberry interviews Chrystel Cornelius, the policy convening’s moderator, on how the conversations that happened throughout the event can evolve into logical next steps for communities to implement.   Participants / Guests: Introduction/Conclusion: Billy Hensley, president and CEO, NEFE Host: Raven Newberry, director of Poli ..read more

This convening covers the important topic of how policymakers and elected officials should choose and develop investments in financial education. In general, the more financially capable an individual is, the more likely they are to contribute to the tax base and their community overall. However, how can leaders find the best ways to assist their constituencies? That is the question this episode addresses. Dr. Billy Hensley provides introductory remarks and host Raven Newberry interviews Massachusetts’ State Treasurer Deborah Goldberg and Deputy Treasurer Alayna Van Tassel, who provide perspec ..read more

The theme of this specific convening focused on alternatives to state financial education mandates. Dr. Billy Hensley provides introductory remarks and host Raven Newberry interviews Heather Daly* (director of Economic Education, Federal Reserve Bank of New York), the policy convening’s moderator, and Mike Bobbitt (deputy commissioner, New York City Department of Youth and Community Development) who provides methods, reasoning and examples for what kind of alternate programs can resonate in a community.   Participants / Guests: Introduction/Conclusion: Dr. Billy Hensley, president and CE ..read more

This convening focuses on financial education's role in helping students navigate financial life after high school and increasing access for traditionally underrepresented populations. Dr. Billy Hensley provides introductory remarks and host Raven Newberry interviews Rachel Yanof, the policy convening’s moderator, to follow-up on the major takeaways and understand the reasons pursuing postsecondary education doesn't seem like a realistic option for so many.   Participants / Guests: Introduction/Conclusion: Dr. Billy Hensley, president and CEO, NEFE Host: Raven Newberry, director of Polic ..read more

In 2021, the National Endowment for Financial Education and the Council for Economic Education hosted five financial education policy convenings to discuss the most pertinent issues in the field. Nearly 250 stakeholders from 44 states joined this invitation-only event. The goal? Provide an open forum to learn and listen about the opportunities, technicalities and challenges encountered when considering statewide financial education policy and programming. The outcomes from these convenings are the subject of this series of podcasts. NEFE President and CEO, Dr. Billy J. Hensley, and NEFE Policy ..read more