Small Business Working Group

This working group is invitation only.

CFSI’s Small Business Working Group was established in 2016 in order to improve the financial health of small businesses, small business owners, and their employees. To do so, members are diagnosing, designing, delivering, and tracking customer financial health over time, and ultimately employing a financial health framework in their business.


Express your interest in the Small Business Working Group.
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2018 Goals

  • Two in-person meetings and two virtual meetings to promote peer learning and collective efforts. Members benefit from peer learning as they share findings from their own initiatives, products, and research.
  • Members serve as beta testers for the small business financial health indicators, measuring the small business financial health of their customers using various methods.
  • Using members’ feedback and guidance, CFSI will develop tools to assess, benchmark, and analyze customer financial health.
  • Members apply CFSI and peer small business research and insights within their organizations.

Membership Expectations

  • Each member contributes to the advancement of small business financial health through their organization’s products, research and/or expertise, and is willing to share resources with the group.
  • Members attend working group meetings and contribute to discussions regularly.
  • The working group is made up of a diverse group of financial service providers of all sizes, mission-based organizations, and researchers. Membership is limited to approximately thirty members to ensure a focused, committed group.
  • Working group members have an equal voice in contributing to the agenda and discussion. Sponsorship does not elevate a member’s influence on the objectives or output of the working group.

Intuit, PayPal, Capital One and JP Morgan Chase & Co. are founding sponsors of our Small Business Working Group.