Pre-Conference Session Descriptions 

Thanks to wiley for helping sponsor this year's pre-conferences


The Start-Up Institute                                                                         Sunday, July 30, 8:30-11:30am

The Start-Up Institute will help get you up to speed by providing information on financial wellness that is vital to understanding the importance of the field and how you can build effective programming at your institution. You will have the opportunity to view critical research that indicates the need for collegiate financial wellness, learn about some of the top financial wellness programs in the country and the types of programming they offer their students, and interact with those associated with those programs to discuss ideas and form a plan for launching a program at your institution. Highly encouraged for first-time Summit attendees.

Cost: $40

Program Enhancement Series: Defining Financial Wellness     Sunday, July 30, 8:30-11:30am

The program enhancement series is a recurring feature with a different topic each year to help participants build various elements of their current program offerings. This year’s topic in this series, the defining financial wellness session, will discuss developing and implementing a holistic financial wellness lens. This includes addressing dynamics around intersections of finance with students’ emotional, psychological, and physical well-being. Whether you are considering building a peer-to-peer program at your institution or organization, are in the stages of refining the work that your current program does, or you are just looking for best practices, join our conversation on effectively enhancing your program. Bring your questions and experiences to share in the conversation. Highly encouraged for all attendees.

Cost: $40

Setting Standards for Peer Program Assessment                        Sunday, July 30, 1:00-4:00pm

Peer programs are becoming a more popular way to deliver financial education to students, but how do we best determine the effectiveness of our programs? Join us for this conversation to discuss ways to standardize how we measure the effectiveness of peer programs. Having a standard method of evaluation will help the field better understand the impact of these programs and assist in discussions to enhance the resources that are committed to building them. This session is highly encouraged for practitioners looking to brainstorm with researchers to progress the field of programmatic financial wellness research.

Cost: $40

Marketing Your Program: From Logo to Promo                            Sunday, July 30, 1:00-4:00pm

Are you looking for innovative ways to market your financial wellness program to students? The Marketing Your Program pre-conference will give you an opportunity to learn best practices from existing programs with strong marketing efforts. Session presenters will discuss topics ranging from traditional to non-traditional marketing campaigns, low-cost alternatives to getting the word out about your program, and ways to engage students year round. Session attendees will walk away with tangible, fresh ideas to take your program to new heights in the coming school year. Highly encouraged for attendees looking to create, build, or grow their current initiatives.

Cost: $40

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The Student Experience and Financial Wellness                            Sunday, July 30, 1:00-4:00pm

Join us for a panel of diverse institution types and a few of their best and brightest peer coaches. This session addresses the student experience of financial wellness from two angles:

  1. The perspective of student peer coaches working within student financial wellness. Students will explain the tools, skills, and professional development they feel are necessary to achieve their personal and professional goals and to succeed as peer coaches.
  2. As practitioners who provide financial wellness services and as students themselves, the peer coaches will discuss what methods they have seen that work and what doesn’t work when delivering services to other students.

This session will provide an opportunity for colleagues to engage in conversations related to best practices in client-based services; and it will give an intimate look at what our peer coaches are experiencing, personally and professionally. This session is a great opportunity for participants to bring in ideas they have for their programs and get students' feedback. It is well-suited for those looking to gain insight into the process of building a peer program as well as those who have programs and are looking for ways to improve the professional development of peer coaches and services for students.

Cost: $40