1. TASFAA 2018 Honoring the Past & Building the Future

2. 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

3. 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

4. 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

5. 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

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

7. 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

8. 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

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

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

11. 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

12. 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

13. 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

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

15. 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

16. 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

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

18. 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

19. 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

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

21. 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

22. 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

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