Success Measures Participating in Philadelphia NTI Symposium

August 5, 2013

As part of NeighborWorks America’s National Training Institute in Philadelphia this month, a one day symposium entitled “Building Financial Opportunity for Consumers: Financial Capability Models Demonstrating Impact” will focus on innovative approaches in expanding and re-framing the financial capability programs offered to customers and communities across the country. In addition to Eileen Fitzgerald, CEO of NeighborWorks America, the agenda includes remarks and keynotes by Michael A. Nutter, Mayor of Philadelphia; Sarah Bloom Raskin, Federal Reserve; and Jose Cisneros, Treasurer for the city and county of San Francisco, as well as several timely panel and breakout discussions.

Success Measures, represented by Maggie Grieve, Director, and Nancy Kopf, Senior Manager, Evaluation Services, will be leading a key breakout session entitled “Measuring Change: Evaluating Program Performance and Client Impact”.   They will discuss data collection tools that can measure changes in program participants’ financial status, attitudes, behaviors, and resilience. Moreover, discussion will focus on practical approaches to evaluate financial capability programs to help build organizational capacity, improve program performance, and demonstrate client impact.  The recent Financial Capability Demonstration Project, a partnership between NeighborWorks America and the Citi Foundation aimed at building the capacity of organizations to implement and evaluate financial capability programs, will be highlighted.  Citi and NeighborWorks have just released a report on this comprehensive financial coaching initiative, which can be accessed at

For the full NeighborWorks America news release about the financial capability program:

For information about the August 21, 2013 Symposium: