This interactive session dives deep into the transformative power of building strong client relationships. We'll explore the "why" behind connection, emphasizing the importance of understanding a client's background and goals. Through engaging exercises and practical techniques, you'll discover strategies to build trust, delve deeper into your clients' financial stories, and foster a partnership that supports them to achieve their goals.

This session will summarize two bodies of research on the Family Self-Sufficiency (FSS) program and describe key takeaways for FSS practice and policy. Nandita Verma will discuss MDRC's HUD-commissioned multi-year evaluation of FSS, which followed 18 FSS programs from around the country over the course of seven years. Jeffrey Lubell will discuss Abt Global's evaluation of FSS programs administered by Compass' participant-driven FSS coaching model on outcomes in earnings, public assistance utilization, and credit and debit outcomes.

This session provides a comprehensive overview of the latest federal policy development impacting Family Self-Sufficiency (FSS) programs across the nation. Join us for an insightful discussion designed to equip you with the knowledge and strategies needed to navigate the evolving policy landscape.

Are you a fresh FSS grantee feeling a bit overwhelmed? Join this interactive panel discussion where experienced grantees share their insights on launching and managing successful programs. Learn practical tips on everything from navigating HUD's systems to recruiting and retaining top talent. Discover the pitfalls and triumphs of establishing a strong foundation for your FSS initiative. Don't miss this opportunity to gain valuable advice from your peers and connect with HUD staff for expert guidance.

This session explores the critical role of culturally competent financial coaching in advancing Diversity, Equity, and Inclusion (DE&I) withing FSS programs. The panel will discuss policy considerations and potential solutions to ensure FSS programs are accessible and effective for all participants, regardless of background. This conversation will explore how culturally competent coaching can be integrated into existing programs and how policy changes can support the development and implementation of these practices.

Learn more about the moment when a resident makes too much money to continue receiving more benefits. Leapfund's approach to bridging the benefits cliff works to support families movement towards asset security , and financial goal achievement.

Darrick Hamilton is a university professor, Henry Cohen Professor of Economics and Urban Policy, and founding director of the institute of Race, Power, and Political Economy at The New School. Considered one of the nation's foremost public intellectuals, Professor Hamilton has been profiled in the New York Times, Mother Jones, Bloomberg's Business Week and the Wall Street Journal. Professor Hamilton was named a Freedom Scholar by the Marguerite Casey Foundation and the Group Health Foundation. He has been involved in crafting policy proposals that have garnered media attention and inspired legislative proposals at the federal, state, and local levels, including baby bonds, guaranteed income, and a federal job guarantee. He has testified before several Senate and House committees, including the Joint Economic Committee and the Senate Banking Committee. He was born and raised in the Bedford-Stuyvesant section of Brooklyn, New York. He is a graduate of Oberlin College and received a PhD in Economics from the Uni

This session will discuss the origins of the Massachusetts statewide FSS Coordinator Group, a body that regularly convenes to collaborate and share best practices in FSS. Attendees will learn about the benefits of collaborating across programs, the achievements of the group to date, and tips and tracks for how other states can create a similar group for their FSS programs.

Unleash the power of connection! This session dives deep into how marketing and outreach work together. We'll explore successful strategies and hear a client's firsthand experience navigating the enrollment process. Join us and discover how to forge powerful connections the drive results!

U.S. Policy subsidizes wealth creation through homeownership while doing little to support renters similarly. In fact, families in subsidized rental housing are often discouraged from building savings or feel obstructed by affordable models that raise rents as their income increases. This interactive workshop explores innovative models in affordable housing that allow renters to build wealth and equity.

In this session we will explore how an interim withdrawal can prevent a snowball effect on someone's finances. The majority of the clients we serve are single female lead households, and holding the household together requires all moving parts to be in order; job, transportation, childcare, and health. When one of those things falls out of place, the entire house comes crashing down. What if we could find creative ways to use escrow to cushion the blow when the winds of life threaten to dismantle the progress clients are making? Interim withdrawals can unlock major success by addressing short term goals.

HUD Policy Update

The ability to be an effective partner, coach, coordinator, or decision maker on behalf of FSS participants is an essential skill to cultivate by regularly and intentionally reflecting on our personal values, strengths, and personal biases that impact the work we do with families. There will be activities and discussion around personal values and views, and the impact they can have on our work with FSS participants. This session is appropriate for both new and returning attendees of past Money Values sessions; join us as we dig deep!

Earning a college degree can significantly impact individuals, families, and communities, on their journey to economic independence and mobility. Duet, a college coaching nonprofit, collaborates with Southern New Hampshire University to offer a flexible, low-cost online degree program tailored to fit learners' lives. This session will reflect on the outcomes of their asynchronous education pathway which allows students to balance education with work and family commitments. Attendees will leave with concrete ideas for how FSS programs can integrate this model into their communities.

Explore how to improve the Family Self-Sufficiency (FSS) program by incorporating client-centered design principles. We'll discuss the importance of cultural humility and overcoming structural barriers to wealth building. Learn how Chicago Housing Authority (CHA) and Compass Working Capital are working together to put residents at the forefront of program design, with a focus on innovative solutions and policy recommendations for a more effective FSS program.

Are you ready to take your FSS practice to the next level? This interactive workshop panel dives deep into the world of professional coaching, exploring how different styles can empower you to achieve lasting and impactful change with your clients. Join us as we unpack the unique approaches of financial coaching, life coaching, and executive coaching. We'll compare and contrast their applications, discuss approaches, techniques, and tools that can support and elevate your coaching work within the FSS framework/model.