2017 Symposium on Collegiate Financial Well-Being

June 15 – June 17, 2017
Washington, D.C.

NASPA and The Ohio State University are partnering to offer an impactful Symposium to address the complexities of college students’ financial well-being. Participants will learn effective strategies for helping students improve their fiscal health during college and remain financially stable after graduation.

Thanks to all those who attended the 2017 event. For information on our 2018 Symposium, please click this link.

Register Online


Collegiate financial well-being is no laughing matter. In 2015, researchers at The Ohio State University found that 70% of college students are stressed about finances, and financial stress has been shown to have serious implications for student success. Scholars and practitioners from The Ohio State University are partnering with NASPA to offer an impactful Symposium to address the complexities of college students’ financial well-being. Participants will learn effective strategies for helping students improve their fiscal health during college and remain financially stable after graduation. The Symposium's programs will explore evidence-based practices, innovative research, and current trends surrounding collegiate financial well-being.

You should attend this Symposium if you want to:

  • Expand knowledge of current trends in collegiate financial well-being;
  • Recognize the barriers students may face while developing an understanding of financial well-being;
  • Understand the lifelong impact of financial planning before, during, and after college; and
  • Learn the ways in which personal identities may intersect with students' financial choices.


Presented By

2017 Symposium on Collegiate Financial Well-Being


This event is most likely to influence these groups.

  • Faculty
  • New Professional
  • Undergraduate
  • Senior Level
  • Graduate
  • Mid-Level


Let others know you are coming!

Use this hashtag to see what others are sharing #SCFWB17

Call for Programs

The call for programs is now closed, thank you to all those you submitted proposals! Announcements of program selection will be made by April 10, 2017.

The importance of collegiate financial well-being research and practice is more critical than ever as campuses continue to experience diminishing resources and our students are tasked with understanding the life-long impacts of their financial decisions. The 2017 Symposium on Collegiate Financial Well-Being is your opportunity to share evidence-based practices from your campus or organization, learn from leading researchers in the field, and engage with other professionals who are committed to promoting student financial success.

The 2017 Planning Committee knows it’s presenters like you who will make the Symposium an impactful event. The Planning Committee is seeking innovative and thought provoking programs from a wide range of professional functional areas: student affairs, financial aid, advising, and more. Programs which enhance and progress the understanding of collegiate financial well-being, in either research or practice, will be considered. 

Presenters will be asked to identify the content level of their session; foundational, intermediate, or advanced. Additionally, the content advisory committee will select programs based upon their relationship to the Symposium's learning outcomes.


Our program proposal review process is critical to the success of the Symposium. We encourage you to sign-up to be program reviewer here and look for Program Reviewer - Symposium on Collegiate Financial Well-Being underneath the header Educational Programs.

For detailed instructions on how to sign-up, take a look at this document for an example.

Conference Themes & Suggested Topics

Submission Timeline
  • January 17, 2017
    Call for Program Reviewers Opens
  • March 24, 2017
    Call for Programs Closes
  • April 12, 2017
    Program Status Notification
  • April 19, 2017
    Program Acceptances Due

Writing Tips

Looking for tips on writing an effective NASPA proposal? See sample submissions and formatting tips in our Program Submission Guidelines.


Please contact NASPA if you have any further questions about submitting a program proposal for the 2017 Symposium on Collegiate Financial Well-Being.

Jake Frasier
Assistant Director of Educational Programs
Phone: 202-719-1180
Email: .(JavaScript must be enabled to view this email address)


The schedule was designed to provide participants with interactive and engaging programming, opportunities for deeper discussion, and networking. Did you know that by attending this event, you also have the ability to attend sessions at the co-located event, the 2017 NASPA Closing the Achievement Gap: Student Success in Higher Education Conference? Visit the event website to see what programs will be offered! 

You can view and download the mobile app for this event here. In the button below, you can find the PDF version of the program book.

Full Schedule

Thu, Jun 15

8:00 a.m. – 5:00 p.m.
Registration Open
9:00 a.m. – 12:00 p.m.
Pre-Symposium Workshops
12:30 p.m. – 6:45 p.m.
Sponsors & Exhibitors Available
1:00 p.m. – 2:30 p.m.
Welcome and Opening Keynote
2:45 p.m. – 3:45 p.m.
Concurrent Sessions I
Conversation and Book Signing with Buffy Smith
College Makes Cents: The Impact Of Higher Education On Financial Wellness
Developing a Financial Wellness Initiative on Your Campus
Student Financial Knowledge: Initial Results From A Multi-Institutional Study
Using Digital And In-person Tools To Create Engaging Campus Financial Literacy Programs
4:00 p.m. – 5:00 p.m.
Concurrent Sessions II
Best Practices to Inspire Students’ Awareness and Participation for Life-Long Financial Wellbeing
Effective Strategies for Student Success: A deep dive into NASPA’s Research Agenda
Moving Beyond Financial Literacy: Engaging a Campus in Financial Wellness
Starting from the Bottom: Developing a Financial Literacy Program for a Private University
The Relationship Between Financial Self-efficacy And Financial Knowledge
5:00 p.m. – 6:45 p.m.
Opening Reception (Light Fare Provided)

Fri, Jun 16

7:30 a.m. – 5:00 p.m.
Registration Open
7:30 a.m. – 8:30 a.m.
Continental Breakfast (Provided)
8:00 a.m. – 5:00 p.m.
Sponsors & Exhibitors Available
8:30 a.m. – 9:45 a.m.
Morning Plenary Keynote
10:00 a.m. – 12:00 p.m.
Customized Coaching to Promote Self-efficacy and Self-advocacy in Low-Income Students
Financial Wellness And Crisis Response Interventions At UCLA
Perceptions and Impacts of Student Loan Entrance Counseling
The Impact of Innovative Financial Wellness Interventions at Two Research Universities
The Impact of Student Loan Debt on Latino Students and Their Families
12:00 p.m. – 1:30 p.m.
Lunch (On Your Own)
1:30 p.m. – 2:30 p.m.
Concurrent Sessions III
Making Finance Fun: How To Get Your Students Excited About Money Management
Resource Insecurities Psychological Impact: Investing In Underrepresented Minority Student Retention
The Moneysmarts U Score: How Students can Measure Their Financial Progress
Utilizing Alternative Programming Formats to Engage Millennials In Financial Literacy Discussions
2:45 p.m. – 3:45 p.m.
Concurrent Sessions IV
Community Partners: Leveraging Outside Resources to Directly Impact Students' Success
Examining Post-college Implications Of Undergraduate Student Debt: Findings From The Gallup-Purdue Index
Innovative Community Financial Partnerships to Support Student Success
Money Mentors: A Peer Led Approach to Financial Health
Supporting Underrepresented Students to Graduation with Less Debt
Teaching Financial Well-Being Through Game-Based Learning
4:00 p.m. – 5:00 p.m.
VPSA & SSAO Reception - By Invitation Only
4:00 p.m. – 5:00 p.m.
Concurrent Sessions V / Flash Sessions
Enhancing Student Success through Partnerships Between Student Affairs and Pipeline Programs
Five Key Factors For Effective Financial Education
Politics: How Student Affairs Professionals Can Adapt to Political Challenges that Affect Students
Should Student Affairs Professionals Care About Financial Aid Information: Using Data Improve Persistence and Completion
Using Technology to Drive Financial Education and Responsible Borrowing - Manage My Loans

Sat, Jun 17

7:30 a.m. – 11:00 a.m.
Registration Open
7:30 a.m. – 8:30 a.m.
Continental Breakfast (Provided)
8:30 a.m. – 9:30 a.m.
Closing Keynote
9:45 a.m. – 11:00 a.m.
Participants' Choice Presentations
11:15 a.m. – 12:30 p.m.
Concurrent Sessions VI
Building Students' Financial Management Skills Through Student Leadership And Involvement
How Mental Health Impacts Scholarship Recipient Degree Attainment and Financial Aid Eligibility
Improving the User Experience in Your Financial Wellness Programming

Pre-Conference Programs & Events

Creatively Addressing Financial Wellness: Research, Education, and Beyond

Thursday, June 15th • 09.00 AM – 12.00 PM

Presenters will examine the current financial wellness culture on campuses across the country by sharing results of an extensive literature review. In addition, presenters will share preliminary results of the 2016 Study on Collegiate Financial Wellness. An overview of innovative strategies used to address financial well-being will be shared, followed by a facilitated, interactive panel of staff from a variety of different institutions sharing their approaches to encouraging financial wellness on their campuses.

View More Details


Dr. Cathy Montalto, associate professor, The Ohio State University

Dr. Anne McDaniel, interim executive director, Center for the Study of Student Life, The Ohio State University

Bryan Hoynacke, assistant director, financial wellness, The Ohio State University


This pre-symposium will help participants understand the various components that make up financial well-being.  Facilitators and panelists will share results from the study along with practical experiences.  Connections will be made to students’ total wellness.  Facilitators will share the interconnectedness of the dimensions of wellness by sharing results from Ohio State’s wellness assessment and the national study.

Panelists and facilitators will share specific approaches that they use to address the complex financial issues that college students face through results of the literature review, the study, and interactive conversation.  Throughout the presentation, presenters will address the need to make these efforts campus and community wide.  Presenters and panelists will discuss ways to involve a broad representation of campus and community members through an advisory board.

Rounding out the pre-symposium will be a discussion about what lies ahead in addressing financial well-being.   Participants will be challenged to examine the changing student population and changing higher education landscape and discuss ways to best address the future around financial well-being of students.

Filling the Financial Gap: Building an Emergency Aid Program to Support Degree Completion

Thursday, June 15th • 09.00 AM – 12.00 PM

Research has shown that finances is a one of the primary reasons that students either stop or drop-out of college. Emergency aid is an effective tool that institutions use to retain those students who are faced with an unexpected financial crisis. Resources such as housing or food assistance, emergency loans, and grants can help alleviate the financial strain a student may face on their path to a degree. However, for emergency aid programs to make the most impact, institutions must partake in a highly collaborative, well-coordinated effort.

View More Details


Dr. Amelia Parnell, vice president for research and policy, NASPA

Omari Burnside, director of strategic initiatives, NASPA


In this pre-conference session, participants will learn what it takes to create a robust emergency aid program at their institution. Session facilitators will teach participants the essential components of an emergency aid program, implementation and program management best practices, and key strategies that an institution should employ to avoid potential pitfalls when administering emergency aid.

Additionally, participants will use a diagnostic tool to assess how well-positioned their campus is to administer a comprehensive emergency aid program. The diagnostic will surface critical areas a campus should focus on when building or strengthening their program. Based on the results of the diagnostic tool, participants will discuss and identify potential next steps for their campus.

This session is ideal for professionals that want to create an emergency aid program for their institution and professionals who currently administer emergency aid resources and seek to improve and/or scale efforts.


Registration as a member is based on individual membership status. If you are employed by a college or university that is a NASPA institutional member, you can join as an individual member at the $75 rate. This gives you the conference registration and a year of membership for less than the non-member registration fee.  If your institution is NOT a member, then you will need to join at the associate affiliate rate of $242 and pay the individual member rate for conference registration. Visit the Membership section of the NASPA website to learn about membership types. For information on group rates and registration policies, please click the Registration Policies button.

Register Online

Registration Fees

01/17/2017 to 04/17/2017
04/18/2017 to 05/19/2017
after 05/20/2017
NASPA Member
NASPA Student Member
Pre-Symposium Workshop


Tonya Murphy
Member Services Coordinator
Email: .(JavaScript must be enabled to view this email address)
Phone: 202-265-7500 ext. 1183

Jake Frasier
Assistant Director of Educational Programs
Email: .(JavaScript must be enabled to view this email address)
Phone: 202-265-7500 ext. 1180


View Registration Policies

Cancellation:  The cancellation deadline to receive a refund is April 7, 2017, less a $50.00 administrative fee.  All cancellation and refund requests must be received in writing.  No refunds will be given after this date for any reason.  All requests for cancellation and refunds must be in writing to refund@naspa.org .

Group Registration: NASPA offers discounts for attendees registering in groups of two or more individuals. To apply for this discount please contact NASPA at events@naspa.org . Please include in the email your name, the conference you're registering for, your institution name, and how many individuals you're registering. Our membership department will contact you once they've received this information.

Purchase Orders: Purchase orders will NOT be accepted for registration. There is now a Bill Me option online if you need to submit paperwork to your accounting office to have a check cut for your registration payment. Please use that option when registering online.

Registration Questions? Contact the NASPA office at 202-265-7500 or via e-mail at events@naspa.org .


  • Dr. Buffy Smith

    Dr. Buffy Smith

    Professor of Sociology
    University of St. Thomas

    Speaker Bio

  • Dr. Sonya Britt, CFP

    Dr. Sonya Britt, CFP

    Associate Professor
    Kansas State University

    Speaker Bio

  • Dr. Brian Bridges

    Dr. Brian Bridges

    Vice President of Research and Member Engagement
    United Negro College Fund

    Speaker Bio


Thank you to our event sponsors and exhibitors for making this event possible.

You can speak with exhibitors during the following times at the event: 

  • Thursday: 12:30 p.m. – 6:45 p.m.
  • Friday:  8:00 a.m. – 5:00 p.m.

Silver Level
  • MoneySmartsU


Washington Marriott Wardman Park

Washington Marriott Wardman Park
Washington, DC

All conference activities will take place at the Washington Marriott Wardman Park.

The NASPA room block at the Washington Marriott Wardman Park has closed. 

If you are still in need of a room, the Omni Shoreham Hotel is nearby (0.2 miles). We do not have an overflow block secured at this hotel. 

Hotel Room Rate/Night
Washington Marriott Wardman Park
2660 Woodley Rd. NW, Washington, DC 20008
$219 single/double
$239 triple
$259 quad
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