Virtual Workshop – Unlocking Financial Literacy

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FFNM Past Virtual Workshop: Unlocking Financial Literacy

Learn more about workshop:

Unlocking Financial Literacy: Empowering Your Team for Financial Success

Navigating the complex terrain of finance can be daunting, yet it is essential for personal and professional success. According to the S&P Global Financial Literacy Survey, only 57 percent of US adults are financially literate. As leaders, it’s crucial to invest in the financial well-being of your team members, as it not only benefits them individually by removing present day barriers to equal opportunities – but also enhances overall organizational performance.

Supported by seasoned financial experts, this workshop will delve into the fundamentals of financial literacy, providing actionable insights and strategies to empower your team to make informed financial decisions. From understanding the basics of budgeting and saving to navigating complex topics like credit management, home ownership, and investing, participants will gain the knowledge and confidence needed to take control of their financial futures.

Join us to explore Better Money Habits®, a comprehensive program developed by Bank of America to promote economic mobility and financial education. Through easy-to-understand tools and resources, Better Money Habits® equips individuals with the necessary skills to achieve their financial goals and build a solid foundation for long-term success.

Learning Objectives:

  • Enhance Financial Literacy: This workshop focuses on facilitating participants’ understanding of key financial concepts, such as budgeting, saving, credit management, and investing, to foster informed decision-making.
  • Empower Smart Financial Decision-Making: Participants will learn practical strategies and techniques for making informed financial decisions that align with their individual goals and objectives, thereby promoting financial well-being.
  • Navigate Complex Financial Topics: Through real-life examples and shared practices, this workshop will help participants navigate complex financial topics such as home ownership, retirement planning, and investment strategies, providing them with the tools they need to succeed.
  • Utilize Better Money Habits® Resources: Participants will learn how to leverage the Better Money Habits® initiative’s tools and resources to improve their financial literacy and take proactive steps towards financial well-being, fostering economic mobility.
  • Promote Economic Mobility: By providing learners with a comprehensive understanding of financial literacy and sharing best practices, this workshop promotes a culture of economic mobility within the organization, empowering employees to achieve greater financial security and success.

This workshop will be provided free of charge, thanks to a grant from Bank of America. 

Guest Speakers

  • Carrie Rust-Reece, VP; Academy Facilitator II, Bank of America
    Carrie Rust-Reece is originally from the Chicago area and attended college in Iowa. She arrived in New Mexico the summer after graduation and has made this her home ever since.
    Carrie began with Bank of America in 2004. She became involved with the volunteer efforts offers through the bank including the financial literacy curricula, Better Money Habits®. Carrie believes that empowering individuals through financial education can provide generational impacts for individuals, families, and the communities in which we live.
    Carrie has been with Bank of America for 20 years continues to lead efforts to bring Better Money Habits® education to widest possible audience.
  • Giovanna Rossi, President/CEO, Collective Action Strategies, LLC
    Giovanna Rossi, ACC MSc is a results strategist, having worked in social justice and policy for over 25 years and owned her consulting business, Collective Action Strategies, for 13 years. Formerly the state’s women’s health policy advisor, Rossi is the founder of the Family Friendly Business Award® and Family Friendly NM, which support employers to adopt and implement workplace policies and practices, such as paid leave, good wages, child care and other solutions that benefit employees, their families and employers alike. Rossi is the producer and host of the Well Woman Show on National Public Radio and is a certified coach with the International Coaching Federation. She holds a Master of Science degree in Public Policy from the London School of Economics. Her work is rooted in the belief that when all women and girls thrive, families thrive and whole communities thrive.

This Online and virtual training took place on:

Tuesday, June 4th, 2024
12:00pm – 1:00pm
Cost: FREE


This program is valid for 1.0 PDCs for the SHRM-CP® or SHRM-SCP®. Family Friendly New Mexico is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities. For more information about certification or recertification, please visit

The use of this official seal confirms that this Activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.