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Dawn Lacroix

Certification Status: Master Certificant

Certification Earned: February 15, 2021

Certification Expiring: February 29, 2024

Service Area: AL/FL/GA/NC/SC/VA

Date Learning Topic/Focus Area Source/Location Hours
02/10/2021 Financial Coaching Southeastern Credit Union Foundation 3.00
02/11/2021 Financial Coaching Florida Prosperity Partnership 2.00
03/08/2021 Wealth for Women - budgeting, planning, future planning including homeownership, marriage, children and retirement. Including thought processes for expenses and savings SouthState Bank 1.00
05/04/2021 The Fundamentals of CRA - What Every Financial Capability Practitioner Needs To Know About The Community Reinvestment Act Florida Prosperity Partnership 1.00
06/02/2021 13th Annual Financial Capability Conference Florida Prosperity Partnership 6.00
06/03/2021 13th Annual Financial Capability Conference Florida Prosperity Partnership 6.00
08/13/2021 Financial Literacy and the CRA Kadince 1.00
10/04/2021 Converting Motels and Hotels into Affordable Housing Resilient Communities 1.00
10/04/2021 Bridging the Racial Wealth Gap through Home Ownership Resilient Communities 1.00
09/24/2021 Money Smart Train the Trainer Webinar Series FDIC 2.00
11/16/2021 Racism and the Economy: Focus on Financial Services Federal Reserve Bank 2.00
01/14/2022 VITA - What It Is, How It Works, and How You Can Support Your Community Florida Prosperity Partnership 1.00
02/04/2022 6th Annual Online Conference Florida Prosperity Partnership 2.50
03/29/2022 Tax Session Rapid Virtual Session Florida Prosperity Partnership 1.00
04/20/2022 How to Implement Financial Health and Wellness in the Workplace Florida Prosperity Partnership 1.50
04/26/2022 Help Consumers Establish Sustainable Personal Financial Foundations in Georgia FDIC 2.00
05/05/2022 Federal Deposit Insurance Corporation Encourages Advancing Equitable Access to Affordable Capital and Credit for Minority Owned and Historically Underutilized Businesses FDIC 1.00
06/01/2022 FPP Conference Florida Prosperity Partnership 6.00
06/02/2022 FPP Conference Florida Prosperity Partnership 6.00
06/03/2022 FPP Conference Florida Prosperity Partnership 4.00
07/19/2022 Building Financial Wellness Through Collaboration and Partnerships: an Alabama Interagency Lenders Roundtable OCC 1.50
07/28/2022 Medical Debt CFPB 1.00
10/28/2022 Panelist and Facilitator for SIA Conference with topics relating to building financial freedom, launching businesses, how to obtain capital, fundraise, save, budget and plan for goals Students In Action/ChangeMakers 6.00
03/22/2023 Financial Capability to NPOS and their customers Charlotte Urban League 2.00
02/07/2023 Partnering with women to lead their financial capability SouthState Bank 1.00
11/22/2022 Women In Wealth - Year End Planning SouthState Bank 1.00
03/24/2022 Steps to take to get your financial house in order SouthState Bank 1.00
Total: 64.50