• Allston Brighton CDC
  • Action for Boston Community Development
  • Beverly Bootstraps
  • Cambridge Economic Opportunity Committee
  • Cambridge Housing Authority
  • Centerboard
  • Codman Square NDC
  • EMPath
  • Dorchester Bay Economic Development Corporation
  • DotWell
  • Empower Yourself
  • Heading Home
  • Homeowner's Rehab, Inc
  • Jewish Vocational Services
  • La Vida
  • Lawrence Community Works
  • Madison Park Development Corporation
  • MAHA (Massachusetts Affordable Housing Alliance)
  • Massachusetts Museum of Contemporary Art
  • More Than Wheels
  • Moving from Debt to Assets
  • Quaboag Valley CDC
  • Somerville Community Corporation
  • Springfield Partners for Community Action
  • The Community Builders Inc.
  • The Neighborhood Developers
  • Asian American Civic Association
  • Berkshire Community Action Council, Inc.
  • Center for Women and Enterprise
  • Compass Working Capital
  • FamilyAid Boston
  • Financial Education Associates
  • Jamaica Plain Neighborhood Development Corporation
  • Jewish Family and Children’s Services
  • One Family Inc.
  • Travelers Aid Family Services
  • Urban Edge Housing Corp
  • YWCA-Boston
Our Work

Sharing Best Practices

Midas enhances the quality and reach of asset programs and policies through mutual education, training, convening, and research.

Recent convenings and trainings

  • December 13, 2016 - Midas presented a training of trainers at Boston Private Bank on Best Practices in Designing & Delivering Financial Education Workshops. 40+ trainers, direct service providers, and others learned how to combine adult learning research, methodology, and curriculum in a learner-centered design. Sponsored by the United Way of Massachusetts Bay and Citizens Bank. 
  • October 18, 2016 - Integrating the "Your Money, Your Goals" Toolkit Into Your Work - This introductory training provided essential information, practice, and tips on how to integrate the Consumer Financial Protection Bureau toolkit for the use of financial coaches, case workers, and other human service professionals in various roles to support integrating financial education into their one-on-one work with clients.
  • April 13, 2016 - “Financial Planning & Asset Building.” A statewide training hosted by the United Way of Mass Bay & Merrimack Valley as part of the Financial Empowerment Learning Institute series, with support from Citizens Bank
  • March 18, 2016 - "Building Financial Foundations - A Financial Capability Summit for K-College Educators, Practitioners and Supporters." Statewide summit focused on a broad multi-generational approach to understanding the context for financial capability and improving financial capabilities in diverse communities.
  • March 15, 2016 -  “Providing Financial Capability Services to Special Populations & Targeted Resources to Help.” A statewide training hosted by the United Way of Mass Bay & Merrimack Valley as part of the Financial Empowerment Learning Institute series, with support from Citizens Bank
  • March 3, 2016 -  “Game of Life, Money Edition: Foundation of Personal Finance” – Part 2
  • January 21, 2016 - New Partnership Meeting & Training for Planners - Financial Planning Association of Mass. 
  • Nov. 17, 2015 - “Game of Life, Money Edition: Foundation of Personal Finance” – Part 1 for MBHP Fin. Econ. Stab. Program
  • Oct 15 & Oct. 28, 2015 Midas presented“Your Money, Your Goals: Using the Consumer Financial Protection Bureau Financial Empowerment Toolkit with your Clients” – Training for social service providers and caseworkers on how to incorporate financial topics into their casework and various tools to support that. A statewide training hosted by the United Way of Mass Bay & Merrimack Valley as part of the Financial Empowerment Learning Institute series, with support from Citizens Bank
  • June 10 & August 20, 2015 Midas presented “Game of Life: The Money Edition – Foundations of Personal Finance” – The basics of how to build & taking control of your financial life & importance of creating a household budget that works. Also highlights different examples of budgeting tools & apps. Presented in Boston to the general public and customers of Capital One Café 360, sponsored by Capital One.
  • May 21 & June 4, 2015 “Demystifying Credit: Understanding Credit Reports & Scores”– The basics of understanding the importance of checking one’s credit reports; how to check, read & correct one’s credit reports; what one is entitled to; how credit scores are calculated & tips for improving one’s credit score. Presented in Boston, the general public and customers of Capital One Café 360, sponsored by Capital One.
  • May 5, 2015 Midas hosted “Paying for College & Managing Student Debt” – Being proactive about paying for college/community college & managing one’s student debt. Presented by American Student Assistance to Midas Members, Boston residents, and customers of Capital One Café 360. Sponsored by Capital One.
  • April 14, 2015 Midas presented “Refining Your Financial Coaching Approach Based on Client’s Sensory/Learning Styles  & Working with Special Populations”for financial educators and coaches. Developing your awareness & sensitivity about the primary learning style to improve techniques and tools for clients, including those who may be disabled, have legal concerns and/or CORI issues. A statewide training hosted by the United Way of Mass Bay & Merrimack Valley as part of the Financial Empowerment Learning Institute series, with support from Citizens Bank.
  • May 1, 2015 Midas coordinated the MassSaves Summit on Financial Education, at the University of Massachusetts campus in Springfield, Mass. Presented in partnership with other members of the MassSaves Coalition, and sponsored by Santander Bank, Monson Savings Bank, and United Way of Pioneer Valley. 130 financial educators from across the state came for day of best practice presentations, research outcomes on the Gateway Pilot Program, policy discussions, and a keynote speech by Treasurer Debra Goldberg
  • April 14, 2015 Midas presented “Growing Your Capital: Credit and Asset Building Strategies” For financial educators, coaches, and direct service providers. The building blocks to help clients build their credit and credit building tools, as well as strategies for building and protecting your assets.  A statewide training hosted by the United Way of Mass Bay & Merrimack Valley as part of the Financial Empowerment Learning Instituteseries, with support from Citizens Bank.
  • March 12, 2015 Midas co-hosted a roundtable discussion “Shaping the Future of Children’s Savings Accounts in Massachusetts” with the CFED, the Federal Reserve Bank of Boston, and Eos Foundation. Stakeholders gathered to review program designs, local and statewide initiatives, and a policy agenda.
  • November,  2014 Midas presented “Best Practices in Designing & Delivering Financial Education Workshops”– for financial educators and coaches. How to refine teaching methods and training design to be most effective when teaching and designing financial education workshops, based Midas’s paper on the model.  A statewide training hosted by the United Way of Mass Bay & Merrimack Valley as part of the Financial Empowerment Learning Institute series, with support from Citizens Bank. 
  • Oct, 2014: Midas led a training to direct service providers in Boston; “Your Money, Your Goals: Working with Clients on Budgeting and Credit Issues – Introductory Course" in Boston. United Way of Mass Bay and Merrimack Valley and Citizens Bank sponsored.
  • Feb, 2014: At Financial Capability Day at the Massachusetts State House, MFEC members shared their work, and Midas trained on the following topics: Managing School Loans, Financial Coaching Methods, Credit Issues, Buying a First Home, and Budgeting for a Crisis. Seventy legislators, staff members, and members of the public attended, as part of America Saves Week
  • March, 2014: Midas provided the statewide training When Is Bankruptcy the Best Move?” to direct service providers in Chelsea.
  • December & September, 2013: Midas trainers piloted a new tool in development by the US Consumer Financial Protection Bureau (CFPB) in a training for direct service providers from social service agencies in Eastern Massachusetts. Midas will continue to work with CFPB to improve the “Your Money, Your Goals Toolkit” and training in the coming months. Sponsored by the United Way of Mass Bay & Merrimack Valley and the CFPB.
  • May, 2013: Midas provided “Small Business Training: Finances for Entrepreneurs and their Families” for business development specialists on the integration of personal finances with business finances. With contributions from American Credit Counseling Services and attorneys from Goodwin Procter LLP, Midas presented tools, resources, and guidance on the credit, cash-management, legal, tax and consumer protection issues related to sustaining families with entrepreneurial pursuits. Sponsored by the Mel King Institute and the Massachusetts Growth Capital Corporation.
  • Archived Information on Convenings Prior to 2013