TASFAA 2018 Honoring the Past & Building the Future

Going Beyond the Financial Aid Office: Addressing Student Financial Wellness Comprehensively at Pellissippi State Community College Nadia Keyes, Financial Aid Manager, PSCC Alison Fox, Student Activities and Orientation Coordinator, PSCC Annie Flores, Senior Customer Success Manager, EVERFI

Honoring the Past and Building the Future Our Approach to Success! How collaboration will see you to the finish line! Briefly discuss what we are going to talk about. -Nadia -Financial Literacy -Collaboration -Transit I’m here with two of my partners TASFAA 2018 Honoring the Past and Building the Future

Honoring the Past and Building the Future Multi-Department Collaboration Student Affairs Academic Affairs Financial Aid Office Student Affairs: Vista, New Student Orientation and Student Life Academic Affairs: Business & English Departments and Library & TRiO TASFAA 2018 Honoring the Past and Building the Future

Honoring the Past and Building the Future Multi-Format Approach Student Financial Wellness Events Transit Online Training Academic Curriculum Other Outreach & Collaboration Other Outreach: Vendors- Nadia and New Student Orientation Labs- Allie Academic: FA invited to College Success/Classroom Instruction-Nadia Allie does Events Annie: Transit TASFAA 2018 Honoring the Past and Building the Future

Honoring the Past and Building the Future Transit Online Training A Collaborative Approach to Implementation TASFAA 2018 Honoring the Past and Building the Future

Honoring the Past and Building the Future Transit Financial Wellness A turnkey financial education platform designed to empower students with skills to understand their finances within and beyond the college experience. Content Understanding and managing financial aid Comprehending spending, banking, and credit decisions Managing school expenses and avoiding unnecessary debt Setting long term savings goals Understanding credit scores, mortgages, and investing Managing a budget and differentiating “needs” from “wants” Student loan repayment options and responsibilities Nadia – Transit is an important tool we use to measure our success TASFAA 2018 Honoring the Past and Building the Future

Honoring the Past and Building the Future Knowledge Gain-PSCC PSCC we provide more informative materials regarding credit cards and how to use wisely. TASFAA 2018 Honoring the Past and Building the Future

Honoring the Past and Building the Future Planned Behaviors-PSCC TASFAA 2018 Honoring the Past and Building the Future

Honoring the Past and Building the Future Nadia TASFAA 2018 Honoring the Past and Building the Future

Honoring the Past and Building the Future Events The What, How, and why to our success! Allie intro TASFAA 2018 Honoring the Past and Building the Future

Honoring the Past and Building the Future Our Journey to Success We noticed trends in Financial Literacy and saw the impact it had on our students. 38% of financial aid is awarded in the form of Federal Loans 54% of student loan holders do not plan on what their future monthly payments would be. Only 20% of adults have participated in financial education-FINRA’s 2016 Financial Capacity in the United States report. Students have not been exposed and taught personal finance skills. Use of credit card debt continues to climb. Nadia TASFAA 2018 Honoring the Past and Building the Future

Honoring the Past and Building the Future Our Journey to Success 4 years of collaboration with Financial Aid and Student Life for Financial Literacy Events Collaboration with on campus and local/state partners Themed to promote attendance and gain interest Fostering relationship on and off campus for growth Nadia and Allie TASFAA 2018 Honoring the Past and Building the Future

Honoring the Past and Building the Future Allie and Nadia Current Theme TASFAA 2018 Honoring the Past and Building the Future

Honoring the Past and Building the Future Muggles Guide Review Success Points Improvements Theme was extremely successful Intern helped navigate communication Scholarship and giveaways helped participation Find a more successful way to gage participation Did we have too many vendor partners? More faculty participation Allie and Nadia TASFAA 2018 Honoring the Past and Building the Future

Honoring the Past and Building the Future Outreach and Marketing Start at New Student Orientation Follow through all year long Buy in from campus partners At NSO everyone is shown how to access Everfi through their MyPellissippi Everyone is taken to a computer lab and shown where this is. -Allie TASFAA 2018 Honoring the Past and Building the Future

Honoring the Past and Building the Future Nadia TASFAA 2018 Honoring the Past and Building the Future

Honoring the Past and Building the Future Course Curriculum How do we work with faculty? Why is this important? How can you get buy in from your faculty? In-Service proposal so that all incoming adjuncts and professors will know this is available. Having conversations. -Nadia TASFAA 2018 Honoring the Past and Building the Future

Honoring the Past and Building the Future Fostering Collaboration Why it is important to build bridges Nadia TASFAA 2018 Honoring the Past and Building the Future

Honoring the Past and Building the Future TASFAA 2018 Honoring the Past and Building the Future

Honoring the Past and Building the Future How to Foster Communication Build bridges with faculty, staff, and vendor partners. It takes repeat conversations and what can we do for you? Find your supporters! Nadia and Allie TASFAA 2018 Honoring the Past and Building the Future

Honoring the Past and Building the Future Ongoing Education and Support What’s next? How do we reinforce the learning we support and create sustained impact? Measure your efforts! Do you have the tools for success? Engage your campus community partners! Ask them!!! Nadia and Allie TASFAA 2018 Honoring the Past and Building the Future

Honoring the Past and Building the Future Contact Us! We hope that you enjoyed our presentation! Nadia Keyes, Financial Aid Manager ngkeyes@pstcc.edu Alison Fox, Student Activities and Orientation Coordinator anfox@pstcc.edu Annie Flores, Senior Customer Success Manager, EVERFI aflores@everfi.com TASFAA 2018 Honoring the Past and Building the Future