Tuesday, April 7, 2015 PRECONFERENCE SOLD OUT
Transcription
Tuesday, April 7, 2015 PRECONFERENCE SOLD OUT
Tuesday, April 7, 2015 PRE-CONFERENCE PRECONFERENCE SOLD OUT 1:00pm- 5:00pm Investing in Community Capacity for Asset Building: North Texas Case Study This pre-conference event takes a case-study approach to the collaborative efforts in North Texas and helps participants understand how local funders came together to invest in nonprofits across the human services continuum to change their business models to incorporate assetbuilding strategies and integrate services. Through discussions with both funders and community-based nonprofits, attendees will gain insights to inform their own funding strategies. This interactive experience provides participants with: • • • • An understanding of how funders collaborated around complementary strategies that invested in the capacity of the sector; A chance to hear from nonprofit leaders across a variety of sectors about barriers to integrating asset-building services and the investments that made moving forward possible; Candid feedback about what’s working and where challenges remain and how philanthropy can help. A site visit at a Dallas-based nonprofit providing and integrating economic security services across programs. The issues facing North Texas are similar in communities across this country – a growing number of families living in poverty and a nonprofit sector with limited capacity, tools and resources to respond. The process and the strategies successfully being deployed by North Texas funders can be replicated. Moderated by Alfreda Norman, Federal Reserve Bank of Dallas Grantmaker Discussants: • Sue Matkin, Tarrant County United Way • Dena L. Jackson, Dallas Women’s Foundation • Wende Burton, Communities Foundation of Texas • Michelle Thomas, JP Morgan Chase • Moderated by Susan Hoff, United Way of Metropolitan Dallas Nonprofit Discussants: • John Siburt, CitySquare (Dallas) • TBA 1 Wednesday, April 8, 2015 GENERAL SESSION DAY ONE 7:30am Registration Opens 7:30am-8:45am Breakfast & Networking 9:00am-9:30am Conference Welcome and Opening Program • • 9:30am-10:45am Welcome and Director’s Update: Joe Antolin, AFN Director Conference Overview: Carla Thompson, The WK Kellogg Foundation The Changing Context of Financial Security: Where does Philanthropy Fit In? Single sector approaches to alleviate poverty have dominated philanthropy, in part because integration and collaboration are complex and often messy. As the world around us changes and becomes increasingly complex, the levers that we need to pull are getting both closer and further away. America’s widening income gap and concerns about intergenerational mobility demand a different approach. Where should philanthropy get in and fit in as we try and figure out how to help families have better lives? Sector-based thought leaders will share their perspectives about the opportunity for philanthropy to break down it’s traditionally siloed approaches and begin integrating asset building across sectors for greater impact. • • • • 11:00am-12:15pm Ray Suarez, Journalist John Bouman, The Sargent Shriver Center on Poverty and Law Brandee McHale, Citi Foundation – Invited Moderated by Alfreda Norman, Senior Vice President, Federal Reserve Bank of Dallas New Insights Into the Financial Health of Americans Over the last two decades, the assets field has developed and explored a better understanding of the interconnectedness of day-to-day financial access and management, the ability to weather financial shocks and the ability to save and invest for the future. Going forward there is tremendous opportunity to link these insights to investments that improve the financial health and well-being in America. This session will share results from The Center for Financial Services Innovation’s (CFSI’s) 2015 landmark consumer study quantifying financial health in America as well as some of the most exciting new research and ideas about strengthening families, communities & the economy coming out of the Federal Reserve System’s recent research conference. 2 Findings will help funders better understand the marketplace, the opportunity size, current status of households, and insights for providing economic growth for those they fund. Panelists will discuss their perspectives about ways philanthropy can leverage learnings from this cutting edge new research to spur industry innovation and cross-cutting, community-based strategies to that promote improved well-being. • • • Sarah Gordon, Center for Financial Services Innovation Ray Boshara, Federal Reserve Bank of St. Louis Moderator: Beadsie Woo, The Annie E. Casey Foundation 12:15-1:20pm Lunch and Networking 1:30pm-2:30pm Insights into Behavioral Economics with Professor Dan Ariely, Duke University 2:45pm-4:00pm Breakout Session Series Join one of the following concurrent break-out sessions for a deep and collegial learning experience and discussion session with your peers. Moderators and issue-based experts will help guide the conversations with active participation from all attendees. Participants pick one of the four. 1. The Value of Microenterprise in a Changing Economy Owning a microenterprise is a key way that populations that asset funders care about – women, people of color, immigrants, and low-income individuals – generate income and build assets. Our country is in the midst of an economic and technological transformation that creates new opportunities for some individuals to engage in self-employment and microenterprise, but also poses new barriers and challenges for others. What are these trends, and how are they shaping the entrepreneurial landscape, and for whom? How should funders think about their microenterprise and financial capability portfolios in the context of these trends? Speakers include: • Joyce Klein, Aspen FIELD 2. Two Generation Strategies: Moving Women & Children Beyond Poverty A promising new approach to moving women and their children out of poverty are dual generation strategies. This approach works with children and their parents together to put the whole family on a path to permanent economic security. What are early adopters learning about this approach and where do questions remain? Discussants will share the latest research on the state of women and children in America and insights on policy, practice, and strategies for funders interested in replication. • • Dr. Mariko Chang Christine Robinson, Kresge Foundation 3 • • • Anne Mosle, ASCEND at the Aspen Institute Elizabeth Babcock, President and CEO, Crittenton Women’s Union Moderated by Paula Sammons, WK Kellogg Foundation 3. Investing in Credit Unions and CDFI’s to expand financial access Increasing access to safe and affordable asset-building products is essential for helping lowincome and underserved families build and protect assets. Philanthropy, the nonprofit and government sectors have helped spur a wave of innovative approaches to financially serving low-income people in a way that has true impact on consumers’ needs and profitability for financial institution. Investing in Credit Unions and CDFIs is a strategic way for Foundations to increase financial access for targeted populations. Join this session to learn about credit unions and CDFIs, how they differ from other financial institutions, and ways Foundations can collaborate with these institutions to increase financial access. • • • • Amy Brown, Ford Foundation George Hofheimer, Filene Research Institute Pablo DeFilippi, National Federation of Community Development Credit Unions Moderated by Rafael Morales, Silicon Valley Community Foundation 4. Children’s Savings Accounts: Building Pathways to Success This session discusses the promise and limitations Children’s Saving’s Accounts and how grantmakers can play a role improve the effectiveness of Children’s Savings Accounts and help close the gap between promise and attainment. • • • • 4:20pm–5:20pm Willie Eliot, University of Kansas Andrea Levere, CFED Ray Boshara, Federal Reserve Bank of St. Louis Moderated by: Benita Melton, Charles Stewart Mott Foundation Driving Economic Opportunity and Social Justice: Race, Class and Lessons for Philanthropy • • Alan Jenkins, The Opportunity Agenda Moderated by K. Sujata, Chicago Foundation for Women 5:20pm – 5:30pm Day 1 Closing Remarks Joe Antolin, Director, AFN 5:30pm-7:00pm Networking Reception hosted by the Federal Reserve Bank of Dallas 4 Thursday, April 9, 2015 GENERAL SESSION DAY TWO 7:30am-8:45am Breakfast Buffet & Issue-Based Networking Issue-specific conversations will be hosted by various AFN members. Table topics include: • • • • 9:00am-9:15am Welcome and Tax Policy Initiative Update • • 9:15am-10:30am Rural and Southern Grantmaking Strategies Principles for Investing in Financial Coaching & Common Outcome Measures Asset Building 101 Promoting Economic Security through Tax Policy Reform Megan McTiernan, Thomson Family Foundation Bob Friedman, The Friedman Family Foundation The Health/Wealth Connection Technology, science and medications may be developing in leaps and bounds, but those advances won’t improve the state of a community’s health unless the underlying issues are considered – unless poverty is met face on. New bodies of research illuminate the fact that poverty wreaks havoc on health. Funders concerned about economic security need to begin to identify ways to bridge this health-wealth gap in our communities. This session provides a frame for talking about the social determinants of health and how asset-building is working to support families and communities holistically. Learn how health and asset-building funders can work together to create healthier neighborhood, healthier households, and address poverty as a disease. • • • 10:45am-noon Dr. Jason Purnell, Washington University of St. Louis Padmini Parthasarathy, California Wellness Foundation Moderated by Aimee Durfee, Y&H Soda Foundation Breakout Sessions Join one of the following concurrent break-out sessions for a deep and collegial learning experience and discussion session with your peers. Moderators and issue-based experts will help guide the conversations with active participation from all attendees. Participants pick one of the four. 5 1. Philanthropic Partnerships with Local Governments Philanthropic investors are increasingly achieving large-scale financial empowerment impact through innovative and successful partnerships with local government leaders. Whether at the city, rural, county, or regional level, these partnerships are achieving measurable and impressive outcomes for residents. These partnerships are also influencing important systems change, helping to make the case for public investment, as well as new or augmented public programming that brings financial empowerment programs and services to the public at large, not just those served by a particular community organization. These philanthropic investments have also seeded policy and advocacy outcomes, supporting new regulations, consumer protections, and assetoriented advocacy from the government body itself. • • • • Willie Porro, City of Miami Megan Kursik, CEDAM Daniel Delehanty, Capital One Moderated by Jonathan Mintz, Cities for Financial Empowerment Fund 2. Scaling the Integration of Financial Capability and Asset Building into the delivery of Social Services - Understanding and Breaking down the Barriers Integrating financial capability and asset building strategies into social and other service programs holds tremendous promise for reaching greater numbers of low-income families in more comprehensive and effective ways. Yet replicating and scaling approaches across communities or organizational systems can be extremely challenging. This panel explores what is getting in the way of scaling financial capability into social service program delivery. Through candid discussion with innovators leading on the ground integration efforts, this session provides funders with insights to inform their own or future replication and scale efforts. • • • • • Mae Watson Grote, The Financial Clinic Kate Griffin, CFED Daniel Dodd-Ramirez, Consumer Financial Protection Bureau Janis Bowdler, JPMorgan Chase Foundation – Invited Moderated by Christine Robinson, Kresge Foundation 3. Millennials Millennials, young people ages 18-34, are differentiating themselves as a distinct market segment. They are both digital natives, having grown-up on screens in the classrooms and in their pockets, and America’s most racially diverse generation. They are also the first in the modern era to have higher levels of student loan debt, poverty and unemployment, and lower levels of wealth and personal income than their two immediate predecessor generations. And yet, millennials themselves are the most optimistic generation: 88 percent of 18- to 34-year-olds think they either have, or will have, enough money (Pew Research Center). But optimism alone won’t produce a college degree, buy a house, or save for retirement. What is the asset-building field doing to respond to their unique characteristics in a shifting economic landscape? What strategies are being developed to launch Millennials towards full-fledge financial security and long-term financial stability as well support our next generation of 6 leaders? This session provides insights into the millennial generation and highlights effective strategies and policy recommendations for on-ramping this unique generation into financial security. • • • • Sarah Audelo, Generation Progress- Invited Margaret Libby, CEO, MyPath Carla Thompson, WK Kellogg Foundation Moderated by Daria Sheehan, Citi Foundation 4. Building Wealth and Credit in Immigrant and Refugee Communities Many first and second generation immigrants struggle to gain access to economic stability and asset building services even though they are communities tapping into entrepreneurship, micro business, and small business opportunities. How can we develop and support programs and products that build on the promise of newly arrived populations and provide real opportunities? This session discusses the use of loan products to support status adjustments, incubator and micro business programs that support entrepreneurship, and creating long-term asset building opportunities for immigrant populations. • • • • 12:15pm-2:00pm Jane Duong, National Coalition for Asian Pacific American Community Development Anna Crosslin, Executive Director, International Institute of St. Louis Viola Gonzalez, New America Foundation Moderated by Irene Lee, The Annie E. Casey Foundation Closing Lunch Plenary Moving from Zero to Sixty in Just 2 Years: Accelerating Collaboration Community Change Dallas is the site for AFN’s 2015 conference in part because of the strong and growing number of regional and statewide funders who have gathered and created the North Texas Asset Funders Network, the Dallas-Ft. Worth regional chapter of AFN. In just two years, these funders have identified many of the challenges of the wealth gap in the region, increased funder, nonprofit, and community understanding about the issues, and implemented and aligned funding to more effectively improve the financial lives of low-income families across the region. Representatives from AFN’s North Texas Network discuss how they are working differently - collaborating in new ways and working across sectors to invest in and build greater community support for economic security for the region’s working families. • • • • • 2:00pm Alfreda Norman, Federal Reserve Bank of Dallas Debbie Taylor, Citi Community Development Megan McTiernan, Family Foundation Mary Anne Alhadeff, North Texas Public Broadcasting - Invited Moderated by Sarah Cotton Nelson, Communities Foundation of Texas Wrap-up and close Joe Antolin, AFN Director 7