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2017 Assets Matter Annual Symposium

November 2

November 2, 2017 at Preservation Park, Oakland 

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Co-hosted by CABC and Bay Area Asset Funders Network (BA AFN)

The purpose of the 2017 Assets Matter Symposium is to generate new ideas and highlight innovative strategies across a range of topics (products, services, issue areas, policies, populations served) in the asset building and financial empowerment fields in California. CABC and BA AFN will feature the innovative work of nonprofits, government agencies, and private sector organizations at the Symposium.

Keynote Speaker

Anne Price

President, Insight

Anne has spent over 20 years working in the public sector on issues including child welfare, hunger, welfare reform, workforce development, community development, and higher education. Since 2011, Anne has led the Closing the Racial Wealth Gap initiative at the Insight Center, elevating the voices and opinions of experts of color in national economic debates and policy making. Her tireless work has brought the issue of the racial wealth gap into mainstream consciousness and vernacular with an explosion of media coverage of the data and research quantifying racial differences in wealth accumulation.

Symposium Agenda

  • 8:30 am – 9 am Registration and Breakfast
  • 9 am – 10 am Opening Plenary and Keynote
  • 10:15 am – 11:30 am Session 1
  • 11:30 am – 12:45 pm Networking Lunch
  • 1:00 pm – 2:15 pm Session 2
  • 2:30 pm – 3:45 pm  Non-Funders Only Session
  • 2:30 pm – 4:00 pm Funders Only Session
  • 4 pm – 5:30 pm Networking Reception

Panel Topics/Working Titles:

Non-Funders Only Session
California EITC expansion and Beyond: Policies that Provide Cash Assistance and Wealth-Creation Opportunities for Californians
by California Budget and Policy Center and TBD

Breakout Sessions
The Health and Wealth Connection: Opportunities for Action and Investment Across the Life Course 
by California Wellness Foundation and Asset Funders Network

Pivoting to Meet the Need
by EARN and Mission Asset Fund

Fighting Displacement Locally
by California Reinvestment Coalition and Housing and Economic Rights Advocates

Affordable Housing as a Key Financial Indicator
by Mission Economic Development Agency and People of Color Sustainable Housing Network

Youth Financial Empowerment Strategies 
by Youth Policy Insititute, Oakland Promise, and MyPath

From Self-Employed to Worker-Owned: Discussing the Implications of New Era Workforce on Asset Building
by California Association for Micro Enterprise Opportunity, Sustainable Economies Law Center and Project Equity

The Retirement Savings Crisis
by AARP, SEIU-Cal and Secure Choice

Asset Protection: How Fines, Fees, and Financial Penalties Strip Asset Building for Low-Income Californians
by San Francisco Justice Project, City and County of San Francisco

Simple to Sophisticated: Leveraging the Workplace to Build Financial Capability
by Community Financial Resources and Commonwealth

Financial Coaching: Raising the Bar
by United Way, University of Wisconsin-Madison Center for Financial Security and Sage Financial Solutions

Proposal Submission Guidelines

Submission Deadline: Monday, September 18, 2017 at 5:00 p.m. PST. CLOSED

All applicants must submit their proposals online using this form. Submitted proposals will be selected and announced on October 9, 2017.


November 2


Preservation Park, Oakland
1233 Preservation Parkway
Oakland, CA 94612 United States
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