CA Asset Building Coalition Event Update: Agenda

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From Getting By to Getting Ahead:

Paving the Way for Financial Success in California

A statewide symposium to support asset building programs and policies in California

December 4, 2012

8 am – 4 pm

Holiday Inn Fresno Downtown 1055 Van Ness Avenue, Fresno, CA 93721

Registration information: http://cabcassetbuilding2012.eventbrite.com/#

Please reference the California Asset Building Coalition (or CBC) Group Code when you make your hotel reservation to receive the group rate of $91. These limited rooms are available on a first come, first served basis.

Join us as we explore best practices and policies shaping the future of Asset Building with practitioners, experts, policy makers, and industry leaders from across the State. Learn what you can do to help low-income Californians make full use of available resources and build financial stability!

Morning Keynote: Honorable Ashley Swearengin, Mayor of Fresno

Closing Keynote: José Cisneros, San Francisco – Office of Treasurer

Special CABC Reception will take place the evening before the event. Location TBD. Details will be provided as we get closer to the event.

Policy Track Workshop Topics:

Asset Building 101: What, Why & How to Integrate Wealth-Building into Programs and Policy– Join us for an introduction asset building!  We will discuss how to empower families and individuals to save their way out of poverty and identify strategies to promote economic self-sufficiency. Hear innovative policy solutions.

Speakers:         Pete Manzo, President and CEO of United Way CA;

Jessica Bartholow, Legislative Advocate, Western Center of Law and Poverty;

Dr. Mariko Yang;

Anne Price, Director, Closing the Racial Wealth Gap Initiative, Insight Center

Moderator:         TBD

State & Local Policy Wins: Implement. Share. Repeat– In this advanced asset policy session, learn from innovators who took on– and won– fights to keep dollars in the pockets of low-income individuals and communities across the State. Join us as we explore the substance of, and the advocacy campaigns behind, policy victories to curb predatory lending in San Jose, create a Responsible Banking policy in Los Angeles, and win key battles for homeowners in Sacramento.

Speakers:         Gwnedy Donaker Brown, Director of Policy, Opportunity Fund

Sarah Brennan, Director of Policy & Special Projects, Office of Los Angeles City Councilmember Richard Alarcon

Paul Leonard, California Director, Center for Responsible Lending

Moderator:         TBD

The Health-Wealth Connection: How Health Impacts Financial Stability – Join a discussion about the implications that health access, care and cost has on an individual and family’s ability to become self-sufficient and build assets in their personal lives. Panels will discuss how to integrate a focus on health into asset building work and how the two are intricately linked. By helping low and moderate income consumers access affordable and comprehensive coverage and care for themselves and their families, asset building organizations will be providing one key stepping stone to financial stability. Hear about initiatives to link these two and how they have been successful.

Speakers:         Carmen Rita Nevarez, Vice President Public Health Institute;

Anita Siegel, Director, Alameda County Department of Public Health (INVITED);

Anne Stuhldreher, Senior Communications Program Manager, The California Endowment (INVITED)

Moderator:         TBD

Grassroots Engagement: Organizing & Mobilizing for Prosperity – Join us for a discussion about the importance of directly engaging low-to-moderate income constituents and clients in leading, participating, and supporting advocacy efforts that promote prosperity and financial security. Hear about efforts where constituent involvement was a critical factor for policy success.

Speakers:         Kennetha Stevens, Lead Organizer, Stockton;

Sheryl Lane, EARN;

Allison Lasser, Sacred Heart Community Service;

Zachary Hoover Executive Director, LA Voice

Moderator:         TBD

Practitioner Track Workshop Topics:

Financial Education 2.0: Value of Incorporating Financial Coaching/Counseling Services – Join us as we discuss the value of incorporating financial coaching/counseling services into existing asset building networks to build capacity and measure impacts of how these services can help families overcome financial barriers.

Speakers:         Mission Economic Development Agency

Fresno County Economic Opportunities Commission (INVITED)

Moderator:        Jacqui Gordon, Community Affairs Specialist, FDIC

Asset Building and Savings: Discussion on Local Asset Building & Savings Programs– Join us as we highlight savings programs such as San Francisco’s Kindergarten to College, EARN’s Triple Boost Account, LA Cash for College Program, etc.

Speakers:         Leigh Phillips, Director, San Francisco Office of Financial Empowerment

Alma Salazar, Vice President of LA Area Chamber of Commerce

Saundra Davis, EARN (INVITED)

Moderator:         Kirsten Moy, Aspen Institute (INVITED)

Building and Leading Stronger Asset Coalitions: Highlighting Innovative Approaches Expanding Economic Opportunity– Join us as we highlight innovative approaches to expand economic opportunity for all Americans.

Speakers:        Sevag Tateosian, Bank on Fresno—United Way of Fresno County

                       Alameda County Community Action Network (INVITED)

Catherine Marshalls, Capbuilders

Moderator:       Jennifer Brooks, CFED

Highlight Innovative VITA Programs: Discover Comprehensive Approaches to Asset-Building– Join us as we highlight VITA programs with a more comprehensive approach to asset-building. Speakers will share how technology, savings programs, and other service integration strategies have helped reach more people.

Speakers:         Sandi Truman, San Joaquin Valley VITA (INVITED)

Kristen Gates, Youth Policy Institute FSC & Victor Ramirez, Citi

Vino Pajanor, Housing Opportunities Collaborative of San Diego County (INVITED)

Moderator:        IRS Territory Manager from Central Valley (INVITED)

Registration information: http://cabcassetbuilding2012.eventbrite.com/#

 

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