Expanding Your Volunteer-Led Financial Education Efforts

Time: 11:00am – 12:00pm

Room: Bianca Dining Room

Speakers:Rey Ocanas, BBVA and Julia McCombs, EverFi

At EverFi we hear from our partners that they feel increased pressure from regulators to expand their financial education initiatives outside of traditional channels, with an increasing emphasis on reaching adults in LMI communities. In this session we’ll discuss how EverFi partnered with BBVA to enhance their community investment initiatives through a new platform that facilitates the delivery and reporting of adult in-person workshops qualifying for community development credit.