4-14-15_nrrc-financial-literacy-reentry-webinar

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June 2011

Justice Reinvestment in Hawaii Overview April 14, 2015

There is consensus among policymakers in Hawaii that the state needs to reduce its dependence on out-of-state prisons, where, as of 2011, approximately one-third Mary Griffin, Senior Advisor, Office of Financial Empowerment, of the state’s adult prison population is housed. At the Consumer Financial Protection Bureau same time, state leaders are determined to reduce violent crime, which, like the state prison population, has increased signiďŹ cantly over the last decade. Patricia Avery, Program Specialist, Office of Financial Governor Neil Abercrombie, Chief Justice Mark Recktenwald, Senate President Shan Tsutsui, House Speaker Empowerment, Consumer Financial Protection Bureau Calvin Say and Department of Public Safety Director Jodie Maesaka-Hirata seek to employ a data-driven justice reinvestment strategy to bring out-of-state prisoners back to Hawaii, reduce spending on corrections, and reinvest savings generated in strategies that would reverse recent crime trends. To this end, they sought assistance from the Bureau of Justice Assistance, a division of the U.S. Department of Justice, and the Pew Center on the States. The state leaders agreed to establish a bipartisan, inter-branch


Council of State Governments Jus4ce Center •  Na4onal non-­‐profit, non-­‐par4san membership associa4on of state government officials

•  Engages members of all three branches of state government

•  Jus4ce Center provides prac4cal, nonpar4san advice informed by the best available evidence

Council of State Governments Jus4ce Center

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The Na4onal Reentry Resource Center •  The NRRC is a project of the CSG Jus4ce Center and is supported by the Bureau of Jus4ce Assistance. •  NRRC staff have worked with over 600 SCA grantees, including 40 state correc4ons agencies. •  The NRRC provides individualized, intensive, and targeted technical assistance training and distance learning to support SCA grantees.

ü  Please register for the monthly NRRC newslePer at: hPp://csgjus4cecenter.org/subscribe/ ü  Please share this link with others in your networks that are interested in reentry!

hPp://csgjus4cecenter.org/nrrc/

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What Works in Reentry Clearinghouse •  “one-­‐stop shop” for research on the effec4veness of a wide variety of reentry programs and prac4ces •  Developed by the NRRC and the Urban Ins4tute, with funding provided by BJA

h,p://whatworks.csgjus7cecenter.org Key Features •  “Rigor” or reliability ra4ngs •  “Outcome” of effec4veness ra4ngs •  Key findings/takeaways

•  •  •

Prac44oner-­‐oriented Recommenda4ons for prac4ce Recommenda4ons for future research

Council of State Governments Jus4ce Center

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The Experts Presenters Mary Griffin, Senior Advisor, Office of Financial Empowerment, Consumer Financial Protec4on Bureau Patricia Avery, Program Specialist, Office of Financial Empowerment, Consumer Financial Protec4on Bureau

Moderator

Angela Tolosa, Deputy Program Director, Reentry, Na4onal Ini4a4ves

Council of State Governments Jus4ce Center

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Live Poll:

Check on your screen boPom right corner. Select which region you are located: q Northeast (CT, DE, MA, MD, ME, NH, NY, PA, NJ, RI, VT) q Southeast (AL, DC, GA, FL, KY, NC, OH, PR, SC, TN, VA, WV) q Middle (AR, IA, IL, IN, LA, MI, MN, MO, MS, WI) q West (AL, AZ, CA, CO, HI, ID, KS, MT, ND, NE, NM, NV, OK, OR, SD, TX, WA, WY, UT)

Select which choice best describes your organiza4on: q State correc4ons or community correc4ons agency q Local correc4ons or community correc4ons agency q Behavioral health service provider q Court q Policymaker Office q Community-­‐based organiza4on q Other Council of State Governments Jus4ce Center

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Welcome to the Consumer Financial Protection Bureau

This presentation is being made by a Consumer Financial Protection Bureau representative on behalf of the Bureau. It does not constitute legal interpretation, guidance or advice of the Consumer Financial Protection Bureau. Any opinions or views stated by the presenter are the presenter’s own and may not represent the Bureau’s views. Note: This document was used in support of a live discussion. As such, it does not necessarily express the entirety of that discussion nor the relative emphasis of topics therein.


CFPB’s Mission The mission of the Consumer Financial Protection Bureau is to make markets for consumer financial products and services work for consumers by making rules more effective, by consistently and fairly enforcing those rules, and by empowering consumers to take more control over their economic lives.


CFPB’s Statutory Objectives §  To ensure that consumers have timely and understandable information to make responsible decisions about financial transactions; §  To protect consumers from unfair, deceptive, or abusive acts or practices, and from discrimination; §  To reduce outdated, unnecessary, or unduly burdensome regulations; §  To promote fair competition by enforcing the Federal consumer financial laws consistently; and §  To advance markets for consumer financial products and services that operate transparently and efficiently to facilitate access and innovation.


Real results for real people Regulation

Issued: New mortgage rules Announced: Proposed prepaid card regulations; outline of proposal to address payday and other short-term loans First stage: Debt collection notice of proposed rulemaking Supervision

Implemented: First federal nonbank supervision program Moving toward: A culture of compliance in financial institutions


Real results for real people Enforcement

$5.3 billion in relief for consumers harmed by illegal practices Refunds for consumers

Nearly 16 million consumers are entitled to redress or refunds


Supervision Depositories Banks, thrifts, and credit unions over $10 billion in assets (as well as their affiliates)

NonDepositories Payday lending, mortgage, and private student loan markets

“Larger Participants� in non-bank markets

Entities that pose risks to consumers with regard to consumer financial products or services


Submitting a complaint


Products we’re taking complaints about now


Tell your story consumerfinance.gov/yourstory


CFPB en espa単ol consumerfinance.gov/es


Tools and resources Education and Engagement


Division of Consumer Education and Engagement Financial Education •  Provide targeted educational content •  Identify and promote effective fin ed practices

Servicemembers •  Improve financial protection •  Monitor complaints •  Coordinate w/ DoD, etc. •  2.2 million military personnel •  22.6 million veterans

Older Americans •  Protect against financial abuse •  Improve financial literacy •  Planning for life events •  50 million aged 62+

Consumer Engagement •  Create interactive, informative relationship with consumers

Students •  Increase awareness of debt in college choice •  Monitor complaints •  Build campus awareness •  22-28 million (age 16-26)

Financial Empowerment •  Improve financial stability for low-income & other economically vulnerable consumers •  68 million unbanked or underbanked •  33% of Americans earn less than twice the poverty line •  Approximately 50 million have thin or no credit files


Ask CFPB: A Question and Answer Platform

Curated homepage content

Search autocomplete

Filter search results by topic or audience


Older Americans’ Initiatives •  •  •  •  •  •  •  •

Education Programs Consumer Guides Reports Research Consumer Complaints Consumer Advisories Supervisory Guidance Outreach


Office of Servicemember Affairs


Office of Financial Empowerment Tools & Services

Collaboration

•  Your Money, Your Goals •  Financial Coaching •  Tiered services for People w/ Disabilities

•  HHS – Summer Youth •  Tax-Time Savings •  Dep’t of Labor People w/ Disabilities •  Federal Interagency Reentry Council

Research & Policies

•  Credit builder loan evaluation •  Checking Account Screening •  Financial Outcome Measures


CFPB and Reentry


Your Money, Your Goals Financial empowerment toolkit and training


Your Money, Your Goals Toolkit and Training


Financial empowerment toolkit and training

•  Toolkit with financial education modules and tools geared to needs of underserved population

•  Training social services workers, legal aid staff and others who work directly with low-income and economically vulnerable consumers

•  Scalable – within first 2 years, aim to reach more than >5,000 front line staff and >30,000 consumers

•  National perspective, local context – help to identify financial need and link consumers to local resources

•  Customizable – address unique needs of intermediaries; written in plain language

•  Available Online -

consumerfinance.gov/your-money-your-goals/


Your Money, Your Goals §  Train-the-trainer format •  Used in-person, small group setting to train-the-trainers •  Trainers trained group of front-line staff with training guide developed for YMYG, in person or via webinar •  Front-line staff uses toolkit with clients

§  Training enhances confidence about discussing finances with clients §  Modular toolkit is user-friendly with plain language text §  Available for download in English and Spanish


Feedback from the field test and expert panel §  Overall positive about the information and the training ¨

100 percent “agreed” or “strongly agreed” that the toolkit will improve their ability to meet the needs of their clients

§  Narrow the focus of the modules §  Make it digital and interactive to help save time §  Integrate it with current online sites and tools already accessed by legal aid §  Make it shorter and more plain language §  Felt more confident in discussing financial topics through training §  More real life examples to illustrate financial challenges


Toolkit can help clients… •

Set goals and calculate how much money they need to save to reach these goals.

Establish an emergency savings fund.

Access and use tax refunds.

Make a simple plan to pay down debt.

Know better how to respond to debt collectors.

Get and review their credit reports; fix errors on their credit reports.

Evaluate financial products and services.

Recognize when their consumer rights may have been violated and know how to take action.


Two audiences – front-line staff + consumers Narrative for front line staff

Tools for clients – plain language


Organization of Your Money, Your Goals §  Introductory modules ¨

Module 1: Introduction to the toolkit

¨

Module 2: Assessing the situation

¨

Module 3: Starting the conversation

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Module 4: Emotional & cultural influences on financial decisions

¨

Module 5: Using the toolkit


Client driven •  Client-driven selfassessment •  Responses build a roadmap to relevant information and tools


Module 3: Starting the conversation


Module 5: Using the toolkit

Roadmap to modules


Connecting resources – What would you do if your client... 1.  Wants to file for bankruptcy? 2.  Wants to know how to respond to a creditor’s threat to sue? 3.  Is facing eviction? 4.  Is facing foreclosure? 5.  Is not able to provide enough food for herself and other members of her household? 6.  Is in danger of losing her car due to nonpayment? 7.  Wants to take out a debt consolidation loan? 8.  Wants to know how to finance her child’s college?


Identifying resource and referral partners Area of Assistance

Possible Referral Partner

Cash Flow Budgeting

Benefits Screening

Income Tax Preparation and Filing

Managing Debt

Dealing with Debt Collectors

Understanding Credit Reports and Scores

Fixing Errors on Credit Reports and Scores

Using Financial Services

Protecting Consumer Rights

Asset Building

Other


Organization of Your Money, Your Goals §  Content modules ¨

Module 6: Setting goals

¨

Module 7: Saving for the unexpected, emergencies, & goals

¨

Module 8: Managing income & benefits

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Module 9: Paying bills & other expenses

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Module 10: Managing cash flow

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Module 11: Dealing with debt

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Module 12: Improving credit reports & scores

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Module 13 Evaluating financial service providers, products, & services

¨

Module 14: Protecting consumers rights


Module 6: Setting goals Training Exercise Hopes, wants, and dreams

Strong goal

I’d like to buy a new television.

I will save $400 and purchase a new television in six months.

I want to get out of credit card debt.

I will pay down $1,000 of my debt in the next year.


Module 9, Tool 5: Prioritizing bills


Your Money, Your Goals


Your Money, Your Goals


Your Money, Your Goals online http://www.consumerfinance.gov/your-money-your-goals


http://promotions.usa.gov/cfpbpubs.html


Resources •  Tell Your Story: http://help.consumerfinance.gov/app/tellyourstory •  Complaints: http://www.consumerfinance.gov/complaint/ •  Ask CFPB: http://www.consumerfinance.gov/askcfpb/ •  Rulemakings: http://www.consumerfinance.gov/notice-and-comment/ •  CFPB Twitter: @CFPB •  CFPB Facebook: http://www.facebook.com/CFPB •  CFPB Blog: http://www.consumerfinance.gov/blog/ •  LinkedIn: http://www.linkedin.com - CFPB financial education discussion group •  Order Materials: http://promotions.usa.gov/cfpbpubs.html


Next Steps •  Reach out to us with questions: •

empowerment@cfpb.gov

•  Subscribe for announcements at: •

www.consumerfinance.gov/your-money-your-goals/


Questions and Answers

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Thank You!

This material was developed by the presenters for this webinar. Presentations are not externally reviewed for form or content and as such, the statements within reflect the views of the authors and should not be considered the official position of the Bureau of Justice Assistance, Justice Center, the members of the Council of State Governments, or funding agencies supporting the work.

To receive newsletters and other announcements, please visit our website: www.csgjusticecenter.org/subscribe Council of State Governments Justice Center Council of State Governments Justice Center

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