2019 Financial Wellness Symposium

2019 Financial Wellness Symposium

Wednesday, October 16, 2019

Worcester Polytechnic Institute

9:00 AM – 3:30 PM
Rubin Campus Center at Worcester Polytechnic Institute

Register now!

Join us for the third annual Financial Wellness Symposium!

This year’s symposium will focus on strengthening our financial wellness work across diverse institution types, student populations, and stages of program development. 


Registration & Coffee (9:00-9:30 am)

Welcome (9:30-9:45 am)

The State of Financial Wellness in Massachusetts (9:45-10:45 am)

Alayna Van Tassel, Deputy Director, Executive Director Office of Economic Empowerment

Breakout sessions (11:00 am-12:00 pm)

    1. Advocating for Your Program

Monica Blondin, Assumption College

Trying to get a new financial wellness program off the ground? Want to advocate for additional resources for your existing program? In this session we will share best practices for advocating for the importance of financial wellness education for your students and the resources necessary to create a successful program.

    1. Communicating and Engaging Students in a #DigitalWorld  

Ashley Norwood, AccessLex

With competition for your students’ attention coming from every angle, how do you cut through the information overload and truly engage with your students? This session covers best practices for reaching today’s students, from social media to email campaign strategies.

    1. Web Accessible Higher Education: Supporting Students with Disabilities on Institutional Websites 

Zach Taylor, University of Texas at Austin

This session will encourage attendees to use best practices when publishing websites and digital content for students with disabilities. Attendees will also become aware of recent Section 508 and ADA mandates, requiring all Title IV institutions to publish accessible websites for people with disabilities. Attendees will leave with concrete, actionable steps they can take to improve the digital accessibility of their communication.

Lunch (12:00-12:45 pm)

Think Tank: Sharing Best Practices with Your Community (12:45-1:45 pm)

    1. Graduate Students

Dan Rossi, Harvard Kennedy School

    1. Community College

Amy Proietti, Greenfield Community College

    1. 4-Year Public

Katie Lynch, UMASS Boston

    1. 4-Year Private

Marsia Hill Kreaime, Boston College

Learning to Speak College Finance: Overcoming Language Hurdles to Postsecondary Access and Success (2:00-3:00 pm)

Zach Taylor, University of Texas at Austin

Part narrative, part research presentation, this session will provide attendees with an overview of college finance jargon and how to simplify and clarify this information for student and support network audiences. Attendees will also learn of the latest research related to college jargon and language, leaving with best practices to communicate clearly with students and their support networks.

Closing Remarks & Raffle (3:00-3:30 pm)