ASU partners with Human Services Campus to give back

UTO staff served lunch to over 500 Phoenicians currently experiencing homelessness

January 12, 2021

ASU ShapingEDU brings together a community of changemakers who not only envision a more positive future, but undertake concrete actions to create those futures together. With this driving motivation, ShapingEDU’s most recent digital immersive event, Winter Games, set forth to make a global impact for the future of learning and living, while also serving the local Arizona community.

With a $5,000 donation from the ShapingEDU Winter Games, UTO staff teamed up with the Human Services Campus and St. Vincent DePaul on Friday, Jan. 8,  to serve lunch to over 500 Phoenicians currently experiencing homelessness. Download Full Image

“For the past three days, we’ve been working and co-creating with a global community to create the future of smart region design and learning,” said Erin Morrow, co-director of Winter Games and UTO event manager. “It is great to be able to take that energy from our digital immersive event and pour it into opportunities that support and impact our local community, like we are doing with the Human Services Campus today.” 

Human Services Campus' 13-acre campus in downtown Phoenix is home to 16 different organizations offering a variety of housing, health, wellness, employment and legal services.

Amy Schwabenlender, executive director of the Human Services Campus, speaks of those who seek services on their campus: “I am amazed at their resilience and resourcefulness. One of my staff shared his story from when he was in this same situation — people saw him and forgot his human-ness.”

UTO family members Bonnie LeBlanc, John Rome, Erin Morrow, Andrea Fossom and Donelle Culley volunteer their time to distribute meals on Jan. 8, 2021.

Support for the Human Services Campus is one way to actualize the transformative work highlighted by the Winter Games.

“We’re looking to embed ASU on our campus and make more connections,” said Schwabenlender of the partnership between the university and HSC organizations, which center around the Action Nexus to Address Homelessness. “ASU has resources for systems change, such as students, researchers, projects, etc. They harness the power of academia to serve the community. Together, we can leverage our strengths and the strengths of the university system.”

The UTO team regularly participates in service activities every month. According to Bonnie LeBlanc, UTO director of enterprise solutions, Giving Back to the Community activities are a way to reach various sectors of our area through volunteering.

“We do a lot of work with Pitchfork Pantry on campus, many organizations who address food insecurity, as well as animal welfare, trail maintenance ... there is so much that can be done,” she said.

Editorial specialist, University Technology Office

ASU equips students to advise on personal finance issues

A grant funded by Schwab Advisor Services, in partnership with the Charles Schwab Foundation, supports a new financial planning program at the W. P. Carey School of Business

January 12, 2021

A 2019 report by the Federal Reserve documents that 64% of nonretired adults say they are either not on track financially for retirement or are unsure. In that survey, 25% of survey respondents said they had no retirement savings, including 13% of nonretirees over the age of 60. The same study shows stark differences in preparedness by race/ethnicity, as well as large gaps in financial literacy by gender.

That’s why a new grant funded by Schwab Advisor Services, in partnership with the Charles Schwab Foundation, will support the development and delivery of a new financial planning concentration at the W. P. Carey School of Business at Arizona State University. This program will allow students to sit for the Certified Financial Planner certification exam, as well as offer additional curriculum designed to support completion of the Security Industry Essentials exam.  calculator, pen, budget Download Full Image

“There was a demand for the financial planning program, and that demand came from both students and the community,” said Laura Lindsey, associate professor and chair of the Department of Finance at the W. P. Carey School of Business. “Several organizations in the financial services industry are interested in hiring our graduates, but the traditional finance degree best prepares students to work in corporate finance, banking, or in a portfolio management function for large institutions. We were missing key components necessary to prepare students to advise holistically at the household or family level.”

Employment for personal financial advisers is forecasted to grow 15% from 2016 to 2026, much faster than average for other occupations, according to the Occupational Information Network (O*NET), which is sponsored by the U.S. Department of Labor’s Employment & Training Administration.

The initial funding will support both expanded efforts to attract talent representing gender and racial/ethnic diversity and the development of targeted coursework for a career in financial planning.

“For young people, a career in the independent advisory profession offers so much opportunity for growth and success,” said Bernie Clark, executive vice president and head of Schwab Advisor Services. “It’s essential that we attract a new generation of advisers to help carry the industry forward and meet the needs of increasingly diverse investors. We at Schwab have long championed this goal, and we are excited to work with the W. P. Carey School to actively support the development of next-generation adviser talent.”

Along with giving students targeted coursework, the program will work with nearby firms to provide internship opportunities for students to better prepare them for a career in financial planning.

“We know that people are a firm’s most important asset, and building a talent pipeline is a critical component of a firm’s long-term success,” said Lisa Salvi, vice president, Business Consulting & Education, Schwab Advisor Services. “Working closely with the W. P. Carey School of Business allows us to not only raise awareness of the independent advisory profession as a compelling career choice but also to make connections among firm leaders and the students who could be their next hires.”

Get details about the financial planning business degree at ASU’s W. P. Carey School of Business.

Shay Moser

Managing Editor, W. P. Carey School of Business