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Hear from leaders who are working to support small businesses.

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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.



MEMBER SPOTLIGHT

Follow Newsworthy Updates

 

> KeyBank partnership with Operation HOPE piloting in Buffalo, with plans to
expand across the country

 

> MassMutual announces $870k grant for social capital program

Member Updates on LinkedIn



Head over to the Member-exclusive LinkedIn group to see updates, read
interesting articles, and connect with other Members.

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MORE TO EXPLORE

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Revisit Every Mainstage Session from EMERGE Insights

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IMPROVING FINANCIAL HEALTH FOR ALL



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Financial Health Network, 30 N. LaSalle St., Suite 2040, Chicago, IL 60602 
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