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Community Science Managing Associate Julia Lee, Ph.D., Presents Financial Coaching Field Scan Findings at Annie E. Casey Foundation

The Annie E. Casey Foundation brought a small group of national, regional, and community-based grantmakers together to present the findings from research of financial coaching practices. At the meeting, Dr. Lee, along with former Community Science Principal Associate Scott Hebert, presented findings from a financial coaching field scan, which included a discussion of current practices, outcomes, and recommendations for the field. The Center for Financial Security presented on their research on recommended outcomes of financial coaching and a scan of training programs.

This was an invitation-only, small gathering of funders and was attended by representatives of the following:

  • Bank of America Charitable Foundation;
  • Consumer Financial Protection Bureau;
  • Fairfield County's Community Foundation;
  • W. K. Kellogg Foundation;
  • Cities for Financial Empowerment Fund; and
  • Citi Foundation.

Click here for a copy of Dr. Lee and Mr. Hebert's presentation.

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