Training, Workshops & Events

Join us – attend a workshop! The Financial Empowerment Network offers 10-12 free, virtual training workshops each year. These workshops are geared towards any professional working to increase the financial well-being of their clients or community members, no matter their level of comfort with personal finance. You don’t have to be a financial professional to join us – everyone is welcome!

Upcoming FEN Events

Tuesday June 20th 2023, 1-2:30 pm

Homeownership can seem daunting in this current housing market; the challenges to home buyers are unprecedented. But we know that homeownership is a key to building lasting, generational wealth. Join us to learn more about bridging the housing gap - hear about tools, resources, and creative solutions that can make buying a home more accessible, equitable and affordable for low- and moderate-income individuals and families. 

We’ll discuss various models for housing access, including community land trusts and self-help housing. We’ll also learn about resources that support homeowners like pre-purchase housing counseling and education, down payment assistance, home repair support, and foreclosure prevention options. And we’ll hear about work happening to increase homeownership for Black Washingtonians, with the goal of reducing generational wealth inequities. 

Join us to learn from providers across the state about how they are supporting home buyers throughout the ownership cycle:

Learn about resources available to support your community, and walk away with information you may be able to use yourself as well!

Register now! 

Closed captioning will be provided. Please submit any other accessibility requests by June 5th to jennifer@fenwa.org

Upcoming Workshops in 2023 

Mark your calendars for these exciting events! More information will be coming soon - check back, or follow us on LinkedIn to see the announcements!

Avoiding Fraud & Scams: Tuesday July 11th 2023, 1 - 2:30 pm

Navigating Benefits Cliffs: August 2023

Trauma-Informed Financial Services: Wednesday September 20th, 2023, 2-3:30 pm 

Bank On Washington Annual Forum: October 23rd & 24th 2023 in Everett, WA 

Have an idea for a future workshop? Let us know!
 

Past FEN Workshops

Increasing the Financial Wellbeing of Immigrant and Refugee Communities

May 2023

Washington State has a history of welcoming immigrants and refugees from all over the world, with incredible ethnic and language diversity. How do we ensure that we are equitably serving all people with dignity and respect for their lived experience? How do we bridge differences in understanding of financial systems, English language ability, and cultural values around money?

Hear from:

Learn from folx across sectors who have been working to increase the financial well-being of immigrant and refugee communities through financial education, financial coaching, and access to financial systems. They cover the role of cultural humility and the coaching mindset, the importance of high quality language access, how immigration status can affect the resources and services available, and some specific ways we can better serve our immigrant or refugee community members. 

Workshop recording

Materials

Resources


Credit Reports & Scores

April 2023

Presented by Becky House with American Financial Solutions

Do you work with folks who are struggling to make ends meet or have credit challenges? Does their credit score affect their ability to move forward in life - with housing, work, or finances? Are you looking for ways to support your clients or community members with their financial wellness? This workshop is for you!

Gain the knowledge and skills to manage, protect, and build or rebuild credit, plus learn how to support your clients and community members as they bring their credit questions to you.

Workshop recording

Materials


Racial Economic Equity

February 2023

Facilitated by Devin Stubblefield, Johanna Barrero, and Melissa Canu, ICF Team members who provide training and technical assistance on behalf of the Consumer Finance Protection Bureau.

Racial Economic Equity is an important topic that the CFPB and agencies all around the country are beginning to address. During this 90-minute session, participants were led through a process to work together to identify barriers, and brainstorm possible solutions to racial economic equity within the services they provide.  

You can access a pdf of the Mural from the Bank On WA session on February 8th here.

You can access a pdf of the Mural from the Financial Coaching Network session on February 22nd here.


Working Families Tax Credit 

WFTC launched in February! Learn about eligibility requirements and how to support your community members in accessing this important financial support. 

Presenters included:

January 2023 workshop recording

Materials

This workshop is a partnership between the Financial Empowerment Network and the Washington Asset Building Coalition. Thank you to the WFTC Coalition, Statewide Poverty Action Network, and Solid Ground for your support of this workshop.

Disability Access Workshop Series

Join us for a series of free virtual workshops on Disability Access with the NW ADA Center! Learn about how to ensure your programs and services are accessible to people with disabilities, so all people can work towards financial wellbeing. This is a 3-part series – please register once for access to all 3 recordings. They will be available for 180 days after the workshops.  

Register here for access to all 3 recordings!

Session 1: Disability Language and Etiquette

November 3, 2022
Presented by: Linda Clemon-Karp, Continuing Education Coordinator, NW ADA Center

Disability isn’t a bad word. It’s a normal part of the human experience. People with disabilities are our neighbors, coworkers, bosses, customers, and loved ones. Join us for a frank exploration of disability language and etiquette. Underscoring its content with historical context, art, and first-person accounts, this training is intended to give attendees increased sensitivity and confidence, and a greater sense of comfort interacting with individuals with disabilities. It covers both People-First and Identity-First language, explores myths and stereotypes, and addresses respectful, appropriate language and behavior with regard to specific disabilities.

Learn best practices from the disability community to put yourself and others at ease. Feel more confident in how you communicate with and about people with disabilities. Raise and reinforce your disability competency.

Session 2: Title III of the ADA: Public Accommodations

November 17th, 2022
Presented by: Sabine Rear, Continuing Education Coordinator, NW ADA Center

What is the purpose of the Americans with Disabilities Act (ADA)? Who does it protect? What are the ADA responsibilities of businesses and nonprofits that serve the public? We’ll answer these questions (and more!) in a guided discussion with examples and illustrations.

Session 3: Accessible Documents Workshop

December 1st, 2022
Presented by: Mell Toy, Assistant Director, NW ADA Center

Calling all content creators! Fire up your computer and practice making Word documents more accessible to people who are blind or have low vision. This session will cover the why, the what, and the how. Knowing how to make Word documents more accessible can assist you in making PDFs and PowerPoint slides more accessible too!


Managing Student Loan Debt

September 29th, 2022
Presented by: Latife Neu, Schweet Law and Julia Kellison, NW Justice Project

This workshop is a collaboration between the Financial Empowerment Network, Consumer Education and Training Center (CENTS), and King County’s Developmental Disabilities and Early Childhood Supports Division.

The workshop covered types of loans and how to find out what type you have, payment plans, loan forgiveness options including Public Service Loan Forgiveness (PSLF), Temporary Expanded PSLF, and the limited PSLF waiver, private student loan issues, defaulted loans, student loan scams, bankruptcy, & resources.

Materials
Recording

Other resources related to Student Loan Debt:


Using Fintech to Drive Equity & Support Financial Well-Being 

August 24, 2022
Presented by: Megan Bolado, Change Machine

Materials
Recording

Fintech has the potential to help your clients meet their financial goals from creating a budget to savings. Just like traditional financial and banking products, there are endless tech-based products and services that can support day to day financial activities and goals. Join us to learn more about the world of fintech, how you can quickly evaluate and understand the different products out there, and how fintech can impact the financial well-being of your coaching clients and customers.


Cryptocurrency & Digital Wallets

June 21, 2022
Presented by: Brian Duerr, Washington State Employees’ Credit Union

Materials
Recording


Dealing with Debt Collectors

May 10, 2022
Presented by: Julia Kellison of Northwest Justice Project and Becky House of American Financial Solutions.

Materials
Recording

Learn more about what you need to know about debt collectors, the collection process & credit reports, and how we can help our clients:

  • Understand consumers’ rights in dealing with collection agencies and in the debt collection process
  • Understand consumers’ rights related to a credit report, including challenging errors and new rules about what can and can’t be reported
  • How to prioritize what debts to pay when money is tight
  • PLUS – big changes happening in what medical debts can be reported on credit reports and changes coming to Charity Care laws in Washington State!

Linking Financial Wellness and Small Business Development

April 27, 2022
Presented by: Jennifer Quiroz, Financial Empowerment Network and Lisa Smith, Washington State Microenterprise Association

Recording
Chat box resources
FEN slide deck
WSMA slide deck
Enterprise for Equity Slide Deck
YWCA Slide Deck
Ventures Slide Deck

Panelists:

  • Jenefeness Tucker, VP of Community Relations & Public Affairs at Seattle Credit Union, Entrepreneur, Professor of Economics; Seattle Central College & Collaborator with Black-Owned Business Excellence in WA (BOBE)
  • Beth Henriquez, Program Director & Loan Officer at Enterprise for Equity
  • Sofia Austin, Financial Coach at YWCA Seattle | King County
  • Mayra Gómez, Credit Building Manager at Ventures

For many folks from marginalized communities, small business ownership can be a powerful path out of poverty and into financial security and well-being. Yet in today’s economy, financial systems are increasingly complex, business planning is challenging to navigate, and barriers to achieving financial stability can be daunting.

During the webinar, we heard from panelists (Panelist Bios) from organizations grounded in both financial empowerment and small business development, who shared their journey to offering both types of support and what structures and partnerships have worked well for them along the way. We hope you will leave with resources and new ideas about how you can support your clients in accessing both types of support.


Your Money Your Goals Toolkit – Introduction & Overview

March 9, 2022
Presented by: Cassie Russell, an ICF contractor providing training and technical assistance on behalf of the Consumer Financial Protection Bureau.

Materials
Recording

If you work with folks who are struggling to make ends meet or have credit challenges this virtual workshop is for you. The Your Money, Your Goals financial empowerment toolkit has information that helps you have money conversations with the people you serve. Use the tools to help achieve goals and work through everyday client challenges. This workshop is an introduction to the Your Money, Your Goals toolkit that will prepare you to use it in your work with clients.


Supporting the Financial Wellness of Justice-Involved Individuals: Review of the Your Money Your Goals toolkit and Re-entry Companion Pack

February 23, 2022
Presented by: Cassie Russell, an ICF contractor providing training and technical assistance on behalf of the Consumer Financial Protection Bureau.

Materials
Recording

This interactive session will cover the Focus on Reentry companion guide from the Consumer Financial Protection Bureau. This guide is designed to help financially empower criminal justice-involved individuals and their families. The workshop session provides an overview of the Consumer Financial Protection Bureau (CFPB) and the Your Money, Your Goals suite of materials and resources, including setting goals, preparing for release, understanding paystubs, creating a reentry debt log, requesting credit reports, and opening a checking or savings account.


Supporting VITA and Free Tax Preparation Across the Northwest

January 19, 2022
Presented by: The FDIC

Recording

Panelists include:

  • Riley Eldredge, Metropolitan Family Service - CASH Oregon
  • Dan McAvoy, NeighborWorks Umpqua
  • Sue Curtis, AARP Tax Aide Skagit County
  • Andrea Alexander, NW Native Asset Building Coalition

Coalition Building Learning Series

Session One - Coalition Building: A Look at Funding

Hosted by: Banner Bank
Presented by: Rocio Rodarte, Policy and Communication Manager, Mission Asset Fund

Recording

Session Two - Types of Collaborative Structures & What Makes Them Effective

Hosted by: WaFd Bank
Presented by: Fran Rosebush Baylor, Vice President Partnership, Field Engagement & Policy, Prosperity Now

Recording

Session Three - The Cost vs. Benefits of Coalition Building

Hosted by: Washington State Department of Commerce
Presented by: Bill Mills, CEO/President, FPP, and Joanna Doran, Ph.D., M.S.W., Associate Professor, California State University, School of Social Work, Los Angeles and Founding Member of the Asset Building Clinic

Recording

Session Four: Demonstrating Impact

Hosted by: Bank on Washington
Presented by: Nicky Grist, Chief of Research, Evaluation, & Finance, CFE Fund

Recording


Survey of Consumer Debt Issues: Medical Debt, Collections & Garnishments, and More!

November 2021
Presented by: Julia Kellison from Northwest Justice Project

Recording
Materials


Credit as an Asset: Affordable Credit Building Opportunities

August 2021
Presented by: Becky House, American Financial Solutions, Emerson Sekins, and Ellie Vainker, NW Access Fund

Recording

 

Money Mindset

October 2020 

Recording


Small Dollar Loan Solutions

September 2020

Recording


An Overview of Financial Empowerment

April 2020

Materials
Recording


Retirement Strategies: Washington Retirement Marketplace

March 2020

Recording

Past Bank On WA Events

2022 Bank On Washington Forum

Mission to Action: Reconnect, Reignite, Resilience

Bank On Washington was thrilled to host our signature Bank On Washington annual forum in person in 2022 after two years of virtual gatherings! The forum centered on understanding who are the un- and under-banked in Washington, exploring their financial service needs, and crafting community-led solutions together. We explored the experience of folks who are furthest from opportunity and have been historically and are currently excluded from mainstream financial services. On Day One we focused on the strengths of our communities, and on Day Two we tackled structural changes and solutions.

Program
Recordings will be released over the next few months - we will post them here as they become available. 

Check out:

Financial Wellbeing and Inclusion for Latinx Communities

 

2021 Bank On Washington Forum

Focus On Fintech

In 2021, attendees joined us virtually for our annual Bank On Washington Forum. The forum is more than just an annual gathering; it’s an incubator of new ideas and opportunities to help improve the financial stability of our un-and underbanked neighbors. During this forum, we learned about and engaged in topics such as FinTech, the Color of Banking, and the Psychology of Money.

Program
Recording: BOWA Day 1
Recording: BOWA Day 2

Community Conversations: Welcoming un- and under-banked community members into financial institutions

December 2021
Presented by: Becky House, American Financial Solutions, Anthony Powers, Seattle Clemency Project, and Jennifer Quiroz, Financial Empowerment Network

Coffee Hour Recording
Resources


Legal Financial Obligations in Washington State

September 2021
Presented by: Nick Allen from Columbia Legal Services

Coffee Hour Recording 
PowerPoint 


Community Reinvestment Act (CRA) Overview

February 2021

Coffee Hour Recording
PowerPoint #1 (NACEDA) 
PowerPoint #2 (HDC)