Texas Association of Collegiate Financial Education Professionals

Our History 


Representatives from Sam Houston State University (SHSU) Student Money Management Center propose the formation of a statewide association of collegiate financial education professionals.


The Texas Association of Collegiate Financial Education Professionals (TACFEP) is formed. There are 13 founding members. The association’s website (tacfep.com) is created and launched. The association hosts its first statewide programming summit. SHSU hosts the association’s inaugural annual statewide symposium.


The inaugural Board of Directors is formed. Rachel Grimes with the University of North Texas Student Money Management Center is nominated as the association’s first Board President. The University of Texas - Arlington hosts the second annual Symposium in early June.


Annual membership dues structure is established (33 members). TACFEP is invited to present before the Texas Higher Education Coordinating Board. The annual Symposium is conducted in May and hosted by Texas Tech University.


5TH Anniversary! The TACFEP Board President is selected as a THECB 60x30TX Data Fellow. A TACFEP board member is appointed to THECB's Financial Literacy Advisory Council. For the first time the annual statewide Symposium is co-hosted by three member organizations - University of North Texas, University of Texas at Dallas, and Southern Methodist University - and held at the SMU campus in late May. A symposium student scholarship program is established.


Trellis Company and ACC jointly hosted the 6th Annual Symposium, and ACC hosted the annual Programming Summit.


Several TACFEP Board Members were selected to serve on THECB's Financial Wellness Learning Collaborative. TACFEP was invited to present at the 2019 Texas Financial Literacy Summit, which was co-sponsored by the Texas Bankers Association, Independent Bankers Association, and Texas Jump$tart. TACFEP was also invited to present an inaugural financial wellness track at the national Student Financial Services Conference. The TACFEP president was a panelist at the Federal Student Aid Training Conference. The 7th TACFEP Annual Symposium was hosted on the campus of Texas A&M University in College Station. 


In response to the COVID-19 pandemic, membership dues were temporarily suspended. Free membership is offered to aid members facing financial and institutional challenges (114 members). Summit and symposium plans pivoted to using online formats. The 8th Annual Symposium was held in May via Zoom


The 9th Annual TACFEP Symposium was held virtually in May and featured sessions on the theme, "From the Unprecedented to the New Normal: Serving Students Through a Pandemic." The Symposium was offered at no cost to members and non-members. 


As the membership continued to recover from the pandemic, the annual Symposium was held virtually once again in May. The 10th annual event focused on themes of bridging financial education from K-12 to higher ed, and working with FTIC and transfer students. Student peer mentors were spotlighted in a panel discussion as well.


The University of North Texas was chosen as the site for the summer symposium, and partnered with Texas Woman's University to host the annual event in Denton at the beginning of June. The Board of Directors voted to return the membership year to July 1 through June 30. TACFEP founding member Paul Goebel, Director of the UNT Student Money Management Center, was named the 2023 Financial Education Instructor of the Year by the National Financial Educators Council.


Trellis Strategies, headquartered in Round Rock, hosted the 12th Annual Symposium in early June.

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