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Using Intentional Design to Build a Successful Financial Wellness Program

Session Type:

Concurrent Session

Tracks:

Financial literacy and well-being efforts are often born out of passion, developed quickly, and deployed with an optimistic view of what lies ahead. This activation method of programming is encouraging and reflects the passion and urgency of what we as practitioners are trying to accomplish. Regrettably, the data has shown that most financial literacy and well-being efforts fail to produce lasting behavioral outcomes. This presentation aims to give you the tools and thinking processes you need to develop successful, scalable, and measurable programs that produce impacts beyond the knowledge-based basics.

Friday, June 30

2:45 pm - 3:45 pm

26 AB

Session Speakers

Bryan Ashton

Chief Strategy and Growth Officer
Trellis Company

Sector: Unspecified

Morgan O'Sullivan

Director of Student Financial Services Operations & Communications
Lynn University

Sector: Nonprofit

Dr. Morgan O’Sullivan is the Director of Student Financial Services Communications at Lynn University in Florida. Hailing from Ireland, Morgan graduated with a Bachelor of Commerce from University College Cork, National University of Ireland in 2000. He completed his MSc. (Commerce) in 2001 with a thesis titled “American Foreign Policy Intervention: A Case Study of Bill Clinton and the Irish Peace Process”. He has also qualified as an elementary school teacher completing his Postgraduate Certificate in Education (Elementary) in London in 2004. Morgan moved to Florida in the fall of 2004 and started working in Student Financial Services at Lynn University. He has worked in the sphere of financial literacy since 2004, designing, coordinating and running such programs throughout the university. He completed his doctorate in educational leadership which focused on the theme of financial literacy in May 2018. He has presented at the virtual, local, state, regional and national level on the topic of financial literacy. He previously presented at NASFAA on the topic of student employment. He is married with three children and currently resides in Boynton Beach, Florida. He is a big Star Wars fan, Liverpool football club supporter, and likes to travel.

Philip Schuman

Executive Director, Higher Education Financial Wellness Alliance
Indiana University

Sector: Unspecified

Brad Yeckley

Director, Niner Finances
The University of North Carolina at Charlotte

Please note: Session titles, descriptions, speakers, and dates/times are subject to change.