CPFinCap Fall 2021 Certificant Virtual Celebration I

Virtual Session Registrants will receive an e-mail directly from Zoom to access this session.

All are invited to join the 20 newly earned Certified Practitioner in Financial Capability (CPFinCap) Certificants as they "toast" and recall their learning journey toward professional certification!  

Free

CPFinCap Fall 2021 Certificant Virtual Celebration II

Virtual Session Registrants will receive an e-mail directly from Zoom to access this session.

All are invited to join the 20 newly earned Certified Practitioner in Financial Capability (CPFinCap) Certificants as they "toast" and recall their learning journey toward professional certification!

Free

Learn About the CPFinCap Professional Certification: Review and Q & A for Prospective Spring 2022 Cohort Members – 3/4/22

Virtual Session Registrants will receive an e-mail directly from Zoom to access this session.

How committed are you to taking your professional acumen as a Financial Capability practitioner to the next level?
How much do you believe that there may be a more effective way to grow as a Financial Capability practitioner than simply studying for and passing a test?
How curious are you to learn all the details of the rising Certified Practitioner in Financial Capability professional designation initiative, commonly known as CPFinCap, so that you can engage and elevate your ability to serve your community at your best?
How would you like to learn more about the potential scholarship support that is available to Non-Profit Financial Capability practitioners who serve in Florida from Wells Fargo Bank?

If you answered in the affirmative to any of the questions above, this prep session is for you!

Also, learn more at https://CPFinCap.org

Free

Learn About the CPFinCap Professional Certification: Review and Q & A for Prospective Spring 2022 Cohort Members – 3/11/22

Virtual Session Registrants will receive an e-mail directly from Zoom to access this session.

How committed are you to taking your professional acumen as a Financial Capability practitioner to the next level?
How much do you believe that there may be a more effective way to grow as a Financial Capability practitioner than simply studying for and passing a test?
How curious are you to learn all the details of the rising Certified Practitioner in Financial Capability professional designation initiative, commonly known as CPFinCap, so that you can engage and elevate your ability to serve your community at your best?
How would you like to learn more about the potential scholarship support that is available to Non-Profit Financial Capability practitioners who serve in Florida from Wells Fargo Bank?

If you answered in the affirmative to any of the questions above, this prep session is for you!

Also, learn more at https://CPFinCap.org

Free

FPP Coalition 2021-2022 Tax Season Rapid Virtual Session: “What Do You Do When You Encounter a Taxpayer With No Relationship With a Financial Institution?”

Virtual Session Registrants will receive an e-mail directly from Zoom to access this session.

VITA Volunteers, Intake Specialists/Navigators, Quality Reviewers and Site Coordinators frequently encounter this common situation when serving low- to moderate-income taxpayers . . . the taxpayer wishes to receive their tax refund as quickly as possible, but does not have a current relationship with a bank or credit union. 

What to do in that situation? 

VITA stakeholders at all levels are encouraged to participate in this interactive, rapid Virtual Session to share their model practices that they have seen be highly effective when serving un- and under-banked taxpayers. 

VITA practitioners at all levels are also encouraged to engage in this Virtual Session to tap into the expertise provided by our partners with the Federal Deposit Insurance Corporation (FDIC) and the Office of the Comptroller of the Currency (OCC) on why it is crucial we become more adept at navigating these crucial moments in the VITA site service cycle. 

Additional expertise is offered by the Bank On Florida movement and the FLTaxesOnline.org initiative to solidify the best ways to serve un-and under-banked taxpayers in our communities in Florida and the nation. 

Free

FPP Coalition April 2022 Virtual Session: “How to Implement Financial Health and Wellness Programs in the Workplace”

Virtual Session Registrants will receive an e-mail directly from Zoom to access this session.

What does it mean to have "workplace wellness?"

And, to what degree does workplace wellness include financial wellness?  

Workplace wellness encompasses more than mental and physical benefits; a huge part of it includes the financial health of the team members employed by the organization.  Regardless of salary level, many employees serving through organizations are living paycheck-to-paycheck and do not have access to safe, affordable loan options if they need it, as Florida's loan APR can be as high as 304%.

This largely unregulated loan structure in the state creates a cycle of debt for those who may be serving next to you in your employer organization.  Or, it could be you. 

A lack of financial wellness in the workplace can negatively impact your organization and, ultimately, the community where you serve and live. 

What is the solution? 

Governments and Non-Profit Organizations can be trendsetters in innovation and help break this cycle by offering free financial wellness benefits.

Join this interactive virtual session to learn more about what the leading-edge government and NPOs are doing to implement financial health and wellness programs in their workplace.  

Free

Tuesday, May 31, 1 – 5 p.m. Eastern – “How Can VITA and Bank On Work Together to Meet the Needs of Florida Taxpayers and Communities?”

Westgate River Ranch and Rodeo 3200 River Ranch Boulevard, River Ranch, FL

Pre-Conference Annual Statewide Convening Session Title: 

“How Can VITA and Bank On Work Together to Meet the Needs of Florida Taxpayers and Communities?” – Part A 

Pre-Conference Annual Statewide Convening Session Description:  

Part A of this two-part Pre-Conference session allows all VITA stakeholders to review the successes and challenges of the 2021-2022 tax season, with an eye for readying for the continuing and upcoming tax season 2022-2023. 

Bank On Florida stakeholders will convene to conduct a status check on local coalition progress across the state, as well as share insights and model practices for expanding the reach and desired outcomes of the Bank On Florida movement. 

Pre-Conference Annual Statewide Convening Session Title:  

“How Can VITA and Bank On Work Together to Meet the Needs of Florida Taxpayers and Communities?” – Part B 

Pre-Conference Annual Statewide Convening Session Description:   

Part B of this two-part Pre-Conference brings both VITA and Bank On stakeholders from across and beyond Florida together to explore what specifically service integration looks like in the present and future.  Carlene Ulacia and Margarita Sorah of United Way Suncoast join the facilitated conversation to share insights and model practices based upon the CFE Fund’s Bank On integration work in west central Florida.  

Free

14th Annual FPP Coalition 2022 Financial Capability Training Conference and Retreat

Westgate River Ranch and Rodeo 3200 River Ranch Boulevard, River Ranch, FL

14th Annual FPP Coalition 2022 Financial Capability Training Conference and Retreat

This one-of-its-kind annual professional development event will be held Tuesday, May 31 – Friday, June 3, 2022, convening hundreds of Financial Capability practitioners from across the state and the country live, in person, to Learn, Influence, Connect and Partner!

Why Engage in the 14th Annual FPP Coalition 2022 Financial Capability Training Conference and Retreat?

Invest In Your Learning – With hours of inspiring plenary sessions, interactive Affinity Conversations facilitated by peer experts, and film shorts that will touch hearts, the 14th Annual FPP Coalition Conference and Retreat offers ample opportunity for you to grow in your professional development!

Influence Your Communities – As Financial Capability practitioners learn together, they gather knowledge, skills and insights that allow them to serve their communities at their best!  You deserve that, and your neighbors in need in your community deserve it, too!

Seek Connection With Peers – Each participant experiences countless opportunities to engage with hundreds of professional peers who share a common goal—moving others from financial crisis to stability, security, well-being and prosperity.  When like-minded professionals come together, great things happen!

Strike Partnership for Collective Impact – FPP Coalition Training Conference and Retreat participants convene seeking ways to collaborate with others from their own region, and from across Florida and the entire nation. Practitioners share their model practices and work together to generate exponential impact for others!  It is so simple, yet true . . . we are Better Together!

Who Should Engage in the 14th Annual FPP Coalition 2022 Financial Capability Training Conference and Retreat?

You!  If you are part of the movement of serving others to help them move from financial crisis to stability, security, well-being and prosperity, you will gain immensely by investing your time and energy to learn and grow at the 14th Annual FPP Coalition 2022 Financial Capability Training Conference and Retreat!

The annual gathering brings together leaders and practitioners of all levels representing non-profit organizations large and small, financial institutions, academic circles, for-profit organizations and government entities to work toward the FPP Coalition Mission, To Elevate Financial Capability for All!

Be a part of the movement!  Your presence, your active engagement, and your support make the difference! 

Free – $399.00

FPP Coalition June 2022 Virtual Session – “Emotional Intelligence:  The Driving Force for Leadership and Success”

Virtual Session Registrants will receive an e-mail directly from Zoom to access this session.

To empower your peers and teams, you’ll need the ability to emotionally connect with a variety of people from different ethnic, economic, and religious backgrounds.  An effective leader and Financial Capability practitioner should have a solid understanding of how their emotions and actions affect those around them.

Join Josef Azam in a journey of self-discovery into your self-awareness, self-regulation, motivation, empathy, and social skills to truly succeed in engaging meaningfully within our own teams, and as we serve others in our communities. 

Free