Empowerment Through Education: Broadview’s Financial Education Initiative

17842285_s-300x200Orange, California (BROADVIEW MORTGAGE) September 13th, 2013


It has been a privilege and honor to visit five elementary schools this week. Accompanied by a different banker each day, I was warmly welcomed by teachers and principals every morning.

We showed up with some breakfast pastries, juices, and coffee as a way to say “thank you” and also help them prepare for a busy day with their students.

Speaking with aides, teachers, and principals we were able to make a connection that was genuine. Spending time with these educators helped us to explain the goals of our involvement and the span of our resources.

The goal of the visits was three pronged:

  1. To bridge the gap between our bankers and our philanthropy.                                                                                                                                                         Many companies offer some type of community support, however it is very common for that support to be solely financial. This leaves employees without a full understanding of the impact that Broadview’s charitable contributions make. The hope is that by having a “hands on” involvement, they’ll not only continue to contribute their time but have a greater sense of purpose. When a banker hears of the unfortunate, in some case tragic, circumstances of these elementary school students the entire picture becomes clear. The need is vast, the willing are few, and my involvement is the solution.
  2. To better understand the needs of underfunded schools in our community.                                                                                                                                    A key component of our company’s mission is always to strengthen the communities in which our families, friends, and clients live. It is no secret that an investment in the wellbeing of our communities brings about a vitality in the local economy. When public schools do not receive adequate funding to meet the growing needs of our educators the sting is not felt immediately, it is felt 10-20 years down the line when today’s students are unable to get into college or obtain gainful employment.
  3. To let our educators know that they are not alone, they have a partner.                                                                                                                                                  Terri Villa-McDowell, a member of the ABC Unified Education Foundation and newly dear friend of mine, was quick to point out that each principal had a “wish list” for me shortly after I arrived at the school. One principal was saying that they were in dire need of newer technology, another just wanted to be in a position to hire more school counselors to help troubled children. The requests were as luxurious as a brand new electronic marquee and as necessary as clothing for extremely impoverished students. Regardless of the request, we never laughed or scoffed, but simply replied “I’m happy to discuss that with you over a cup of coffee. I’m sure we can find a way to make that happen.”

It is true, we are a bank and as a bank we look at the “bottom line” of every decision we make. This is not necessarily a bad thing. The “bottom line” for us is that teachers need ready access to all the resources, financial and otherwise, that we can afford them.

As a product of the public school system and someone who used to date a teacher, I can attest that they are extremely dedicated individuals with a passion to educate and empower their students. Whether it’s Garden Grove Unified or ABC Unified, our teachers and students need relief.

Educate and empower. Teach and strengthen. Tenets that both my bank and a school district have in common. It is no coincidence that Broadview Mortgage and teachers get along so well.

About the Author: Chris is the Director of Business Development and an MBA graduate. He is passionate about building community relationships and supporting worthy causes. In his free time Chris enjoys playing with his Labrador puppy “Abby”, playing guitar and reading books. He can be reached via email at katella@broadviewmortgage.com or phone at (714)244-7368. 

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