From 24% to nearly 50% CRA-eligible hours. From 2 hours of prep to 10 minutes per workshop.
Financial education at EverBank used to be a stretch. Volunteers had to teach presentations on topics they didn’t teach for a living. Tori spent hours getting them ready.
“It used to be a stretch to get volunteers to teach financial literacy. Now I don’t even need to do anything. We just throw it out there, and people are jumping right in to want to teach these materials.” Tori Pappas, Community Impact Manager, EverBank
Cashy collapsed both ends. The volunteer walks in. They hit play. The platform takes them through it.
“It is plug and play, but it’s also flexible. If someone’s a first-time volunteer, I’m confident they can do it. If it’s their tenth time, they can get really creative.” Tori Pappas, Community Impact Manager, EverBank
On Tori’s side, the prep cycle used to start weeks ahead of every workshop. With Cashy, it’s a single email.
“I was prepping for 2 hours per workshop. Mapping out, bringing volunteers together for a prep meeting, making sure they knew the materials. Now it is an email. Takes me 10 minutes.” Tori Pappas, Community Impact Manager, EverBank
What used to take weeks of planning now takes a 10-minute email per workshop, and any volunteer can run the session without rehearsal.
Cashy isn’t one thing. It’s a toolkit. Tori uses it across audiences. Sixth graders. High schoolers. Single mothers. Seniors.
“We’re not only using Cashy with students. It is all ages.” Tori Pappas, Community Impact Manager, EverBank
Three formats sit underneath that range. Presentations for adults and depth. Calculators for hands-on moments. Games for energy.
“The presentations have fun memes and colorful stats, discussion items, and that’s the type of presentation we want to deliver, versus a stale, boring presentation that we might have done before.” Tori Pappas, Community Impact Manager, EverBank
The calculators are where the lesson gets personal. EverBank runs a monthly Single Mothers Program where attendees use Cashy’s calculators to model their own debt scenarios in real time.
“The Cashy calculators are extremely beneficial for them. When you have single mothers in the room who might have six credit cards of debt and they’re trying to get out of that situation, this is real life we’re talking about.” Tori Pappas, Community Impact Manager, EverBank
The games are where the energy lives. Money Talk turns prompts into emoji reactions. Wheel of Fortune turns terms like “401K” into competition between teams.
“We’ll use this Money Talk game. It’s one of my favorites. You have people throwing in emojis of anger faces or fire emojis, and it gets rowdy and fun. In other games you have two teams, the lions and the sharks, competing against each other.” Tori Pappas, Community Impact Manager, EverBank
Three formats, three audiences, one platform.
A Cashy workshop in action
Cashy looks like a game on the surface. The Money Talk game starts with everyone throwing one-word descriptions of their budget into the screen. Students fire off anger emojis and flame emojis. Energy goes up. Then volunteers settle the room and turn the prompts into conversation: student A, why this word? Student B, why yours? How do we fix it?
“You go from really high energy, there’s screams, to then these deep conversations and the questions that people ask.” Tori Pappas, Community Impact Manager, EverBank
In another game, two teams, the lions and the sharks, compete to guess words like “401K”. The competition pulls the room in. Then the question lands: what is a 401K?
“Then we have conversations of, what is a 401K? It’s never too early to start, whether we’re teaching single parents or sixth grade students.” Tori Pappas, Community Impact Manager, EverBank
The fun is the doorway. The conversations are what attendees take home.
After a Cashy session, EverBank volunteers walk back to their desks and tell their teams. The next event recruits itself.
“All of these teammates go back to their desks. They share about their experience, and then we have volunteers saying, I want to be part of the next one.” Tori Pappas, Community Impact Manager, EverBank
Community partners ask EverBank to come back too.
“As soon as we play, we’re asked to come back.” Tori Pappas, Community Impact Manager, EverBank
The math followed.
“We were at end of last year 24% of our overall hours were CRA eligible, and now we’re almost at 50%, and it’s only quarter two.” Tori Pappas, Community Impact Manager, EverBank
Volunteers want in, partners want them back, and CRA-eligible hours doubled in six months.
See the platform and experience the interaction.
