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.