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:
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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
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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
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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.
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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.
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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.
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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:
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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.
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Dr. Mariko Chang
Christine Robinson, Kresge Foundation
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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.
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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.
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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
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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
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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:
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9:00am-9:15am
Welcome and Tax Policy Initiative Update
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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.
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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.
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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.
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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.
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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
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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.
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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.
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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.
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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
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