Document Type

Conference Session

Publication Date



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.


National Association of Student Financial Aid Administrators (NASFAA) Annual Conference


San Diego, CA


Student Financial Services

OSullivan HEFWA Start-Up Institute.pptx (18475 kB)
Using Intentional Design to Build a Successful Financial Wellness Program (PowerPoint)



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