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Assets Matter: Building an Inclusive Economy for All Californians
November 20, 2014 @ 10:00 am - 6:00 pm$50
The California Asset Building Coalition, Bay Area Asset Funders Network, and Federal Reserve Bank of San Francisco are proud to invite you to our annual symposium on November 20, 2014 in San Francisco.
The Symposium will bring together nonprofits, financial institutions, public agencies, funders, advocates, and elected officials from across the state committed to helping low-wealth families tap into their potential and achieve economic success. The event provides a dynamic networking and peer-to-peer learning experience including a variety of plenary sessions, workshops, and an awards reception.
We promise you will be inspired by the transformative work spearheaded by community leaders throughout the state, leaving you ready to tackle the economic challenges facing a majority of Californians.
Building An Inclusive Economy for All Californians
Thursday, November 20, 2014
9:00 AM – 6:00 PM
Federal Reserve Bank of San Francisco
101 Market Street
San Francisco, CA
9:00 am – 10:00 am
Registration & Continental Breakfast
10:00 am – 11:15 am
Welcome & Keynote Address
Jacob Kornbluth, Director, Inequality for All
11:20 am – 12:50 pm
Workshop Session I
Turning the Tax Code Right Side Up:
How Reforming the U.S. Tax Code Would Dramatically Expand Asset Building Opportunities for Working Family
The U.S. tax code is subsidizing wealthier households to build wealth while offering few benefits to lower-income households. This session aims to educate asset funders, practitioners and advocates about how the tax code works across sectors to subsidize savings and investment, in a way that is inaccessible to lower-income households. Panelists will present a policy framework and specific tax reform proposals that would significantly expand asset-building opportunities for all. The session will feature an interview with leading asset-building and tax policy leaders, followed by an interactive discussion with funders, focused on how changing tax policy could expand asset-building opportunities for lower income households.
Presented by: Moderator, Heather McCulloch (Tax Policy Project), Amanda Feinstein (Walter and Elise Haas Fund), Chris Brown (Policy Link), Bob Friedman (CFED)
Summer Jobs Connect:
From a Job and a Paycheck to Financial Capability
Cities across the state have a stake in ensuring that all families have access to adequate quality financial products and services. For low-income youth who have fewer financial resources to begin with, a solid grounding in personal finance, a clear understanding of their options, implications of financial decisions, and access to banking are critically important. Summer Youth Employment Programs provides a teachable moment for youth, who are entering the workforce and receiving paycheck to achieve financial capability. Panelists will share best practices based on the experiences of participating summer youth who are connected to mainstream banking and enrolled in financial education delivered by a designated financial educators to ensure they receive the necessary support to achieve their financial goals.
Presented by: Moderator, Gustavo Bidart (Citi), Lisa Salazar (Economic and Workforce Development Department, City of Los Angeles), Jacob Dumez (San Francisco Office of Financial Empowerment), Margaret Libby (MyPath), Eric Sloan (Juma Ventures)
Presented by: Moderator, Jessica Bartholow (Western Center on Law and Poverty), Andrea Luquetta (California Reinvestment Coalition), April Goode (Los Angeles County Department of Social Services), Sylvia Soublet (Alameda County Department of Social Services), Maria Hernandez (California Department of Social Services), Angela Shing (Solano County Department of Social Services), and Pete Manzo (United Ways of California)
Presented by: Moderator, Leigh Phillips (San Francisco Office of Financial Empowerment), Claire Johnson Raba (Bay Area Legal Aid), Jeannine Esposito (Self-Help Federal Credit Union), Cristina Trujillo (Community Financial Resources), Sarah Livnat (Progresso Financiero)
12:50 pm – 2:00 pm
Lunch & Keynote Address
Martin Eakes, CEO, Self-Help Federal Credit Union
2:10 pm – 3:40 pm
Workshop Session II
Presented by: Moderator, Aimee Durfee (Y & H Soda Foundation), Saundra Davis (Sage Financial Solutions), Lauren Leimbach (Community Financial Resources), Noquomas Wilson (West Angeles Community Development Corporation)
Presented by: Henry Martin (Watsonville Law Center), Jessica Luginbuhl (Alameda County Public Health Department)
Presented by: Moderator, Liana Molina (California Reinvestment Coalition), Paul Leonard (Center for Responsible Lending), Paulina Gonzalez (California Reinvestment Coalition), Jose Quiñonez (Mission Asset Fund)
Presented by: Moderator, Sheryl Lane (EARN), Gwendy Brown (Opportunity Fund), Catherine Marshall (Capbuilders), Andy Carey (Border Philanthropic Partnership), Dario Romero (MyPath)
3:40 pm – 4:50 pm
Closing Plenary & Call-to-Action
Federal & State Asset Building Opportunities in 2015
This session will feature an interview with leading federal and state leaders on how changing political landscape provides challenges and opportunities to expand asset-building opportunities for low-wealth households in 2015.
5:00 pm – 6:00 pm
2014 Honorees & Networking Reception
Here attendees will have the opportunity to casually connect with all participants. During the networking reception the 2014 Honorees will be recognized. This symposium is convened by the California Asset Building Coalition (CABC), Bay Area Asset Funders Network (BA-AFN), and the Federal Reserve Bank of San Francisco.
Click below to register
This symposium is convened by the California Asset Building Coalition (CABC), Bay Area Asset Funders Network (BA-AFN) and the Federal Reserve Bank of San Francisco to elevate policies and programs aimed at helping Californians exit poverty and become economically secure.