2014 Assets Learning Conference

Promising Models for Successful Financial Coaching Programs

Wednesday, September 17th, 2014
10:15 - 11:45 AM

Room: Salon 15

Financial coaching is a proven approach to helping people develop skills and behaviors that can help them achieve long-term financial goals and build assets. Asset-building organizations across the country are increasingly looking to financial coaching as a means of improving client success rates and furthering their overall mission. Hear from a panel of experts who have successfully implemented financial coaching programs. Participants will hear how coaching programs evolved in these organizations and learn about promising practices that can help them launch or expand their own program. Presenters will share key considerations for program design and integration as well as innovative strategies for sustaining coaching program success. 


  • Carmen Amigon, Community Housing Works
  • Jayna Bower, NeighborWorks America
  • Andre Boxwill, Community Development Corporation of Long Island
  • Marianne Garvin, Community Development Corporation of Long Island
  • Marissa Guananja, The Neighborhood Developers
  • Daria Sheehan, Citi Foundation

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