2014 Assets Learning Conference

Financial Coaching: All You Wanted to Know But Were Afraid to Ask

Wednesday, September 17th, 2014
1:45 PM - 4:45 PM

Room: Shaw/LeDroit Park

What exactly is financial coaching? How can I provide a coaching program that best fits my clients’ needs and my organization’s resources? This session, designed for organizations that want to start or expand a coaching program, will help you answer these questions and others through a live coaching demonstration and examples of different models for providing coaching. It will also explore the issues that coaching providers face and a variety of resources to help you conduct your coaching program.


  • J. Michael Collins, Center for Financial Security, University of Wisconsin-Madison
  • Peggy Garcia Marquez, Central New Mexico Community College
  • Saundra Davis, Sage Financial Solutions
  • Kate Griffin, CFED
  • Katrin Kark, Local Initiatives Support Corporation
  • Margaret McKenna, The Prosperity Agenda
  • Cally Ingebritson, Prepare + Prosper
  • Katherine Reeves, The Financial Clinic
  • Maggie West, Community Empowerment Fund
  • Shelley Marquez, Wells Fargo


This Capacity Building Intensive is sponsored by Wells Fargo.

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