1. Show Them The Money: Advancing The Financial Literacy Of College Students With An Award-Winning Program Paul F. Goebel Senior Director UNT Student Money Management Center goebel@unt.edu | moneymangement.unt.edu

2. Relevance "All the perplexities, confusion and distresses in America arise not from defects in the constitution or confederation, nor from want of honor or virtue, as much from downright ignorance of the nature of coin, credit, and circulation." John Adams to Thomas Jefferson

3. Voices of Students http://www.youtube.com/watch?v=j8CHmUpCoGA

4. Poll Which of the following are strong reasons post-secondary institutions should be teaching students Financial Literacy? A.To help students afford college B.To help students stay in school C.To help students graduate D.To help students control student loan debt E.To help students understand repayment plans F.To help students prepare for lives after graduation

5. Initiative Life Cycle Students ConceptPlanningDesignImplementAssessEnhance

6. Chat

7. Driving the Bus  Mandates (legislation)  Institutional priorities  Divisional priorities  Research findings  Needs assessment

8. Chat

9. Our reality http://www.youtube.com/watch?v=I_ZbOPnL7_M

10. Faces in the Audience  All students  Undergraduates  Graduate students  Special populations  Prospective students  Alumni  Parents

11. Poll According to the 2012 National Survey of Student Engagement Study, what percentage of first-year students worried about having enough money for regular expenses? A.10% B.20% C.30% D.40% E.50% F.60%

12. Chat

13. Direction or Confusion

14.  Programming priorities  Scope of services  Strategic planning  Assessment/Learning outcomes  Resources Strategic & Intentional

15. Why is the name for the new financial literacy initiative or program important?

16. Chat

17. Poll According to the 2012 National Survey of Student Engagement Study, the time period the majority of student respondents stated worked best for their schedules to take advantage of extracurricular activities/programs was? A.8:00a - 10:00a B.12:00p - 1:00p C.3:00p - 5:00p D.10:00p - 12:00a E.None of the above

18. Planning  Timing  Location  Time commitment  Accessibility  Off-campus?

19. Chat

20. Who on your campus can you collaborate or partner with to provide programs?

21. Poll According to the From Soldier to Student II: Assessing Campus Programs for Veterans and Service Members survey, what percent of the responding campuses said providing programs and services for specifically veterans was part of their long-term strategy? A.11% B.21% C.41% D.51% E.71% F.91%

22. Planning  Money  Programming  Advising  Learning  Social

23. Poll Which of the following Financial Aid processes can be enhanced by a financial literacy initiative? A.Entrance Counseling B.Exit Counseling C.SAP Warning D.Maximum Hours Counseling E.Excessive Hours Counseling

24. How will the new initiative be funded or what funding are you currently receiving?

25. The UNT Model

26. Value of Time 2005 1 FTE Limited funding Borrowed student employee Rec Center foyer 2006 2 FTEs Limited funding 2 student employees 2 offices Logo Website 2007 3 FTEs Secured funding 4 student employees New suite Loan programs 2010 4 FTEs 8 student employees Surrender conference room 2 new loan programs 2013 4 FTEs 1 GA 6 mentors $346K Outreach Coaching Online Loan programs

27. Poll The number of students the UNT Student Money Management Center served increased from _______ in 2005-2006 to _______ in 2011-2012? A.100 to 500 B.150 to 1,550 C.200 to 3,200 D.250 to 10,550 E.300 to 4,500 F.450 to 8,550

28. Who? and What? Application Retention 326 9,060 1,164 12,592 | 51,825 Information Education

29. The SMMC Face Today

30. How?

31.  Student Services Fee  Annual request process  $14.41 per hour (Effective Fall 2013)  $346,000 dedicated to SMMC Funding

32. F.O.C.U.S. Model If You Try To Be Everything To Everyone, You’ll Be Nothing To No One. F.Foundation O.Order C.Cultivate U.Use your resources S.Start! Source: Rebecca Rose, Syracuse University

33. Final Thought "Always bear in mind that your own resolution to succeed is more important than any other." Abraham Lincoln

34. Questions

35. Resources  http://www.financialeducatorscouncil.org/financial- literacy-statistics.html  http://www.councilforeconed.org/resource/national- standards-for-financial-literacy  http://www.treasury.gov/resource-center/financial- education/Documents/NationalStrategyBook_12310%20 (2).pdf  http://www.paybacksmarter.com  http://www.coheao.com/wp- content/uploads/2012/11/COHEAO-Whitepaper- Financial-Literacy-on-Campus-.pdf

36. Paul F. Goebel Senior Director | UNT Student Money Management Center goebel@unt.edu | moneymanagement.unt.edu www.innovativeeducators.org