Member News: Join Our Next Executive Roundtable

How Can We Fuel Financial Success for Underserved Business Owners?

According to a recent report from Member organization Accion Opportunity Fund, 76% of Black business owners find it challenging to access capital and broader small business support. Identifying and addressing barriers like these is critical for improving financial health for all, especially the most vulnerable among us. Come explore funding equity at our next Member-exclusive roundtable, and read on for more ideas and inspiration for your finhealth work.

EXECUTIVE ROUNDTABLE

Learn From Leaders Supporting Underserved Small Businesses

Join us for our fall Executive Roundtable on December 5, 2023 from 12:00 PM to 1:00 PM CT, where we’ll discuss some of the funding and financial challenges facing small business owners from underserved communities and hear from Member organizations working to support these business owners. Based on the feedback many of you shared this spring, we’ve made this roundtable fully virtual, so you can gain fresh finhealth insights while saving on end-of-year travel.

SIGN UP TODAY

Reach out to your Client Success Manager with questions.

FINANCIAL HEALTH LEADERS 201 SPRINTS

Apply Now: Build Your Financial Health Measurement Skills

In today's data-driven world, the ability to extract insights and create innovative solutions is essential. Our Leaders 201 program equips Members with the skills and knowledge to navigate complex financial datasets, interpret trends, and identify opportunities.

Through a meticulously designed six-session curriculum, Members will:

> Learn how to effectively disaggregate and analyze financial data.

> Discover how to translate data-driven insights into tangible financial products, strategic programs, and visionary initiatives.

> Join a community that’s passionate about financial data and innovation.

> Network with industry experts, engage in stimulating discussions, and access resources that enhance your learning journey.

Registration for our next sprints closes November 17th.

APPLY TODAY

Reach out to your Client Success Manager with questions.

RESEARCH AND INSIGHTS

A Deeper Look at the Financial Health of Vulnerable Groups

Each demographic group experiences financial health differently and faces unique challenges. We’re continuing to prioritize financial health research on vulnerable groups, such as Americans who are struggling with their mental well-being and people with disabilities.

Further your understanding of these two groups with our recent studies:

> For the first time, we explore the deep relationship between mental and financial health and identify gaps for further research in our “Understanding the Mental-Financial Health Connection” brief. Produced with support from Bread Financial.

> In “The Financial Health of People With Disabilities” report, we uncover the obstacles that may be undermining the financial health of those living with a disability and identify opportunities to foster equity and financial well-being. Produced with support from Principal Foundation and in partnership with the National Disability Institute and The Harkin Institute.