FPP Coalition 2022 Sixth Annual Online Conference – “Retreat. Reconnect. Retool. Rejuvenate. Renew. Resurge!”

FPP Coalition 2022 Sixth Annual Online Conference
“Retreat. Reconnect. Retool. Rejuvenate. Renew. Resurge!”

Friday, February 4, 2022
9:00 a.m. – 11:30 a.m. Eastern

Convening in the FPP Coalition Zoom Room
(Zoom link generated to registrant upon registration completion)

As a Financial Capability practitioner, you likely need, and certainly deserve, to:

– Retreat from the sometimes frenetic pace of serving others in a pandemic crisis;

– Reconnect with FPP Coalition Financial Capability peers from a broad variety of professional backgrounds and roles;

– Retool by tapping into the insights of leading-edge Guest Experts who will share in meaningful learning dialogue with Online Conference participants;

– Rejuvenate your head, heart, hands and spirit with relevant professional development to support your serving others at your best;

– Renew your commitment to the FPP Coalition Mission, To Elevate Financial Capability for All;

– Resurge from your engagement with peers and experts to support others as they move through the Financial Capability Continuum from Financial Crisis, to Stability and Security, on to Well-Being and Prosperity!

FPP Coalition 2022 Sixth Annual Online Conference Content Topics

Session Title:

Insights from Five Financial Education Policy Convenings 

Session Description:

In 2021, the National Endowment for Financial Education (NEFE) partnered with the Council for Economic Education (CEE) to host five convenings focused on specific challenges in the financial education space.  These convenings touched on policy topics ranging from better supports for rural communities to best use of legislative dollars for financial education.

This rapid Virtual Session will highlight major themes from those conversations and invite input from participants on further lines of inquiry that could position the field to ensure Americans have the knowledge, confidence, and opportunity to live their best financial life.

Session Title:

Fragmented Skills, Fragmented Progress:  How Digital Skills Impact the Way Organizations Achieve Their Mission

Session Description:

Learn about three levels of digital skills, how digital skills gaps determine experiences and outcomes for staff and clients, and the strategies that are helping organizations operate more efficiently, remain mission-focused, and serve diverse clients more equitably.

Session Title:

Looking Back to Move Forward: Reimagining an Equitable Tax Code that Works for All 

Session Description:

This interactive session will illuminate the truth of Florida’s tax code:  the Sunshine State’s reputation as a “low tax” state belies the reality that it is, in fact, a high-tax state for residents with low incomes.  Moreover, this session will uncover what it means to have one of the most upside-down tax structures in the entire country, and why we need to rewrite the rules.

The session will also focus on new frontiers for public policy, with an emphasis on the prospect of a state-level Earned Income Tax Credit (EITC), also known as the Working Floridians Tax Rebate (WFTR). Participants will actively engage to gain a better understanding of Florida’s tax code and the need to explore new policy frontiers.

Session Title:

Top 5 Engaging Personal Finance Activities from NGPF

Session Description:

In this session, Financial Capability practitioners will get hands-on experience with activities ranging from online games and quizzes to a weekly financial current events series!  The goal of the rapid session is for practitioners to gain more resources they can begin using in their learning environments right away!  Practitioners will navigate the NGPF site to discover where each resource type is located for practitioners who support others learning Personal Financial Literacy, Business, Economics and more!

FPP Coalition 2022 Sixth Annual Online Conference Guest Expert Facilitators

Raven Newberry
Director of Policy and Advocacy
National Endowment for Financial Education

Raven Newberry is the director of policy and advocacy at the National Endowment for Financial Education. She joined the NEFE team in 2014 and is responsible for developing and executing the organization’s government relations strategy concerning financial education issues at the state and federal level.

Maribel Martinez
Owner/Principal
Maribel Martinez Consulting

Maribel Martinez has worked with low- to moderate-income households and communities for 25 years as a former educator in some of the most challenging school districts in the country, and as a non-profit leader who has managed large-scale digital inclusion public-private partnerships with multi-sector partners.

She currently represents Maribel Martinez Consulting as its principal, specializing in digital equity planning and implementation, professional development and technology integration, and digital skills curricula and training, based in Miami, FL.

Dr. Esteban Leonardo Santis
Revenue and Budget Policy Analyst
Florida Policy Institute

Dr. Esteban Leonardo Santis is a revenue and budget policy analyst with Florida Policy Institute (FPI). As an analyst, Dr. Santis’ research focuses on ways to improve the economic mobility and quality of life for all Floridians. To date, his key initiatives include the Working Floridians Tax Rebate (a state-level EITC), reforming Florida’s regressive tax code, and advancing social equity in administrative practices and budgets.

Santis is a proud graduate of the University of Central Florida’s Ph.D. in Public Affairs.

Amber Nixon
Manager, Outreach and Advocacy
Florida Policy Institute

Amber moved to Florida in 2016 as an AmeriCorps VISTA for United Way Suncoast. She served as a program specialist for the financial stability team and coordinator for the VITA program in DeSoto and Sarasota counties. She also managed various financial stability initiatives across the Tampa Bay region, including financial coaching and matched savings for transportation, entrepreneurship, home ownership, and post-secondary education.

As the current Manager of Outreach and Advocacy at Florida Policy Institute, Amber focuses on building authentic community partnerships that will inform research and make the policy process more inclusive of those who are most impacted.

Alyssa Delgado
Senior Coach, Manager, Prosperity Campaign
Catalyst Miami

Alyssa Delgado serves with Catalyst Miami, where she is a Sr. Coach and Manager for the Prosperity Campaign, having attained certification as a Master Level Practitioner in Financial Capability (CMPFinCap) as well as being a state-certified IRS tax preparer and Site Coordinator.  She comes with a clinical background, having both an undergraduate psychology degree and a master’s degree in Social Work from Florida International University.

She is a strong advocate for policy reform and participates in various community initiatives related to wealth building, healthcare access and mental health awareness.  Alyssa will be going to law school in the near future to specialize in Criminal Law, where she hopes to eventually become a judge for the Eleventh Circuit in Miami-Dade County.

Yanely Espinal
Director, Educational Outreach
Next Gen Personal Finance

Yanely Espinal is the creator of MissBeHelpful, a personal finance YouTube channel sharing lessons about topics like debt repayment, credit, saving, budgeting and investing to build wealth.  Currently, Yanely serves as the Director of Educational Outreach at Next Gen Personal Finance, a national non-profit working to ensure that ALL high school students have guaranteed access to personal finance before crossing the graduation stage.

Yanely was one of the first in her family to graduate college, receiving her Bachelor’s degree from Brown University in 2011 and her Masters in Teaching from Relay Graduate School of Education in 2013.  She was a 2011 Teach for America corps member and, after paying off $20,000 of credit card debt, she decided to pivot her career path toward financial education. Yanely is the youngest member of CNBC’s Financial Wellness Advisory Council.