POST SECONDARY CAN – FINANCIAL LITERACY TEAM ACTIONABLE OUTCOMES
Most recent meeting date: September 18, 2018
Participants: Eileen Sherlock, Terri Beeson, Susan Harlos, Jeff Axtell, Delia Withey, Tony Cullen, Roxanne Dewyer, Diana White, Dave Dirksen, Sharon Doctor, Paul Kulpinski.
- The Team began the meeting by attending the webinar – No Dollar Left Behind: Organizing a Community Based Approach to FAFSA. See handouts and slides of the webinar here .
- From this the Team agreed to build a mentorship system to provide targeted support for 100 specific students in completing the FAFSA in the fall of 2019.
- In the short term we will develop a one-sheet to for community partners to offer students to help guide them to answers and resources for completing the FAFSA in fall 2018.
- United Way of Northern Arizona will help recruit volunteers to help the Northern Arizona College Resource Center‘s in school FAFSA “labs” happening now through November.
- The VITA program will also add additional questions and protocols in their client interactions to determine need for FAFSA support while preparing taxes in spring 2019.
- Coconino County Community Services will also add questions to determine if clients may need FAFSA support.
- P. Kulpinski will find data to determine the top 5 issues preventing students from completing the FAFSA.
The next meeting will be October 10, 2018 from 12:30 – 2:00 pm at the United Way of Northern Arizona offices. Immediately following the meeting will be a webinar: Your FAFSA Data.
ACTIONS CURRENTLY IN PROGRESS
- Existing community programs of financial literacy education for individuals aged 15 and up are analyzed and ready for review.
- FAFSA awareness and completion events.
- Financial Aid community event planning
- Creation of a “one-sheet” to guide students for completing the FAFSA and obtaining Financial Aid
FUTURE AGENDA ITEMS
- Review the financial literacy program rankings, identify the gaps and strategize for improved alignment.
- Refine the timeline and action steps for creating a mentorship system for FAFSA completion
QUESTIONS FOR FUTURE CONSIDERATION
- What education standards exist for K-12 financial literacy from the Arizona Department of Education?
- How is financial literacy being taught in the Flagstaff area public schools?
- What resources exist for helping children in their early years establish a foundation for financial literacy and mathematics?
- What other community organizations provide financial literacy services in the Flagstaff area?
- What qualifications will we use to identify the students/families targeted for FAFSA mentorship?
- What partner organizations can be sources for volunteers for FAFSA mentorship?
- What partner organizations can be sources for identifying potential students/families for FAFSA mentorship?
FINANCIAL LITERACY TEAM MEMBERS
Eileen Sherlock, Team Lead
United Way of Northern Arizona – VITA
Native Americans for Community Actions
NAU – Educational Opportunity Center
Coconino Community College – TRiO
Northern Arizona College Resource Center
Coconino County Community Services
United Way of Northern Arizona
Coconino County Community Services – Save to Learn
Small Business Development Center
Earn 2 Learn