NTI PATHWAYS OUT OF POVERTY NEIGHBORWORKS TRAINING INSTITUTE. Creating Opportunities for Financial Inclusion and Economic Empowerment

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Cecily Miranda Mason
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NTI NEIGHBORWORKS TRAINING INSTITUTE AUGUST 14 18, 2017 PHILADELPHIA, PA WEDNESDAY, AUGUST 16, 2017 P H ILADELPHIA #PHILLYNTI #PATHOUTOFPOVERTY SYMPOSIUM HO930 PATHWAYS OUT OF POVERTY Creating

1 NTI NEIGHBORWORKS TRAINING INSTITUTE AUGUST 14 18, 2017 PHILADELPHIA, PA WEDNESDAY, AUGUST 16, 2017 P H ILADELPHIA #PHILLYNTI #PATHOUTOFPOVERTY SYMPOSIUM HO930 PATHWAYS OUT OF POVERTY Creating Opportunities for Financial Inclusion and Economic Empowerment Learn more about this symposium and visit us online at NeighborWorks.org/FinancialInclusion Working Together for Strong Communities

PATHWAYS OUT OF POVERTY: CREATING OPPORTUNITIES FOR FINANCIAL INCLUSION AND ECONOMIC EMPOWERMENT H ow far have we, as a nation, moved the needle from poverty to financial opportunity for individuals

2 PATHWAYS OUT OF POVERTY: CREATING OPPORTUNITIES FOR FINANCIAL INCLUSION AND ECONOMIC EMPOWERMENT H ow far have we, as a nation, moved the needle from poverty to financial opportunity for individuals and families in communities around the country? Even with years of initiatives and programs designed to improve financial well-being, wealth inequality continues to grow. Join us on Wednesday, August 16, 2017 as we explore a myriad of innovative approaches to creating equitable access to financial support, resources and opportunities, at a special in-depth symposium. Over the course of the day, our conversation will be structured around three main issues that are common obstacles to improving a person s financial situation: The need for a holistic approach to financial inclusion Lack of access to financial products, services and credit Insufficient workplace-based strategies to prevent income volatility It s time to view the growing gap with a critical eye focused on inclusion and the reduction of the wealth divide. Together, community development professionals, philanthropists and banking institutions can address the disparities by creating pathways out of poverty for low- and moderate-income people. Many of the key obstacle are not new to us unemployment, underemployment, predatory financial products and services, income instability, and lack of access to credit. As we collaborate to define and build a path forward, it s critical that we ask the right questions: What does it take to pull yourself up by your bootstraps when you are living in poverty? Why does earning an income not always ensure that working families can achieve financial security? How might the bootstrap ideology actually be damaging to low-income communities? What national- and community-level interventions have succeeded in providing working families with the comprehensive supports they need to get ahead? As funders, leaders, and practitioners in the financial capability field who work on the frontlines of national and local efforts, your experiences, ideas and visions can combine to be transformative. Take advantage of this unique opportunity to share and be inspired by the wealth of information and strategies your counterparts in communities throughout the nation will present. To learn more and get updates about this event or to register, visit NEIGHBORWORKS.ORG/FINANCIALINCLUSION

THE DAY HAS BEEN SPECIALLY DESIGNED FOR: Community development professionals Housing developers and managers Thought leaders, experts and practitioners from the social justice, interfaith, civil

This day has been specially designed for professionals interested in workforce development and financial capability: Executive directors/ceos Program managers and counselors Financial coaches and

colleges, financial aid officers/administrators Build your week-long Philadelphia NTIexperience around symposium-related topics with the following course offerings: Engaging and Preparing the Next

Navigating Mortgage Practices, Terms, and Disclosure Forms with Today s Borrower [HO120] Building Skills for Financial Confidence [HO208 and HO208b] Effective Approaches to Student Loan Counseling

WHITE Vice President, Global Philanthropy, JP Morgan Chase Archer leads Small Business Forward, JPMorgan Chase Foundation s global initiative to create inclusive economic growth opportunities among

3 THE DAY HAS BEEN SPECIALLY DESIGNED FOR: Community development professionals Housing developers and managers Thought leaders, experts and practitioners from the social justice, interfaith, civil rights, and health and human services sectors Representatives from municipalities, regulatory agencies and financial institutions Funder organizations and foundation program officers YOU LL HEAR FROM This day has been specially designed for professionals interested in workforce development and financial capability: Executive directors/ceos Program managers and counselors Financial coaches and counselors Foundation and corporate funders Regional, state and federal government staff Community development practitioners and consultants Community leaders and organizers Universities, community colleges, financial aid officers/administrators Build your week-long Philadelphia NTIexperience around symposium-related topics with the following course offerings: Engaging and Preparing the Next Generation [NR133] Community Economic Development Principles, Practices and Strategies [ED101] Positioning Programs for Success: Connecting Program Design to Community Economic Impact [ED210] Navigating Mortgage Practices, Terms, and Disclosure Forms with Today s Borrower [HO120] Building Skills for Financial Confidence [HO208 and HO208b] Effective Approaches to Student Loan Counseling [HO255] TED ARCHER CARLA DICKSTEIN CARRIE DAVIS AMELIA ERWITT GILLIAN B. WHITE Vice President, Global Philanthropy, JP Morgan Chase Archer leads Small Business Forward, JPMorgan Chase Foundation s global initiative to create inclusive economic growth opportunities among underserved populations and in distressed neighborhoods. He manages a portfolio of small business Community Development Financial Institutions (CDFIs), incubators, accelerators, and clusters. Executive Director, Coastal Enterprises, Inc. Carla oversees state policy work and develops new initiatives at Coastal Enterprises Inc (CEI). Her current priorities are improving opportunities for New Americans and other groups who are not fully participating in the labor force as well as encouraging the development of highspeed broadband throughout Maine. President and CEO, Wealth Watchers Inc. Davis spearheads an organization that assists farmers and ranchers with successfully acquiring, owning, operating and retaining farms and ranches and increasing participation in the full range of USDA programs and services through Wealth Watchers Comprehensive Rural Opportunities Program, known as C.R.O.P. Managing Director, Cities for Financial Empowerment Erwitt provides leadership to CFE Fund staff in the development and execution of programs, technical assistance, research, policy and communications. She also manages organizational development, fundraising, administration and infrastructure. Senior Associate Editor, Business, The Atlantic As writer and editor, White covers business and economics with a focus on inequality, wealth, the financial sector, and economic policy. Prior to joining The Atlantic, White was an editor at the personal finance magazine, Kiplinger. To learn more and get updates about this event or to register, visit NEIGHBORWORKS.ORG/FINANCIALINCLUSION

4 SPEAKERS AND PANELISTS: Ted Archer, JP Morgan Chase Natasha Brockington, Foundation Communities Jackie Butts, Portland Housing Tom Chabolla, NeighborWorks America Carrie Davis, Wealth Watchers Jennifer Davis, Goodwill Industries Carla Dickstein, Coastal Enterprises Inc. Drew Egan, SunTrust Amelia Erwitt, Cities for Financial Empowerment Elizabeth Johnson, Credit Builders Alliance Mayor Jim Kenney City of Philadelphia Tim Ogden, The Financial Diaries Project Valerie Piper, Democracy Collaborative Julia Shaw, Asian Arts Initiative Paul Weech, NeighborWorks America Gillian B. White, Business, The Atlantic To learn more and get updates about this event or to register, visit SYMPOSIUM: HO930 AGENDA 9:00 A.M. REMARKS Community Approaches to Creating Economic Opportunity Gillian B. White, Senior Associate Editor, Business, The Atlantic 9:15 A.M. COMPLEX PROBLEM SOLVING: MEETING PEOPLE WHERE THEY ARE 10:15 A.M. BREAK Financial Inclusion Strategies for Low to Moderate Income Workers Moderator: Gillian B. White, Senior Associate Editor, Business, The Atlantic Panelist: Amelia Erwitt, Managing Director, Cities for Financial Empowerment 10:30 A.M. LEVERAGING POTENTIAL: IDENTIFYING BUSINESS OPPORTUNITIES FOR GROWTH 11:50 A.M. LUNCH Supporting Business Entrepreneurs Moderator: Ted Archer, Vice President Global Philanthropy, JP Morgan Chase Panelist: Carla Dickstein, Executive Director, Coastal Enterprises Inc. Carrie Davis, President and CEO, Wealth Watchers Valerie Piper, Vice President of Engaged Practice, The Democracy Collaborative 12:40 P.M. KEYNOTE Welcome and Introduction Tom Chabolla, COO and Diversity and Inclusion Officer, NeighborWorks America Keynote: Tim Ogden, Managing Director of Financial Access Initiative, NYU Wagner 2:00 P.M. BREAKOUT SESSIONS Collaborating to Build Community Wealth Facilitator: Amber Trout, Senior Manager, Special Projects, NeighborWorks America Access to Mainstream Financial Products And Services Facilitator: Janet Raffel, Senior Manager, Financial Capability, NeighborWorks America Employer Innovations: Investing in Staff Facilitator: Molly Barackman-Eder, Manager, Financial Capability, NeighborWorks America Knowledge is Power: Student Debt Deliverance Facilitator: Angela Carlberg, Senior Program Manager, Symposia, NeighborWorks America Organizational Sustainability: Community-Informed Business Models Facilitator: traci kato-kiriyama, artist in residence 4:00 P.M. CLOSING REMARKS NEIGHBORWORKS.ORG/ FINANCIALINCLUSION #PHILLYNTI #PATHOUTOFPOVERTY

5 REGISTRATION FORM SYMPOSIUM: HO930 CREATING OPPORTUNITIES FOR FINANCIAL INCLUSION AND ECONOMIC EMPOWERMENT A NEIGHBORWORKS SYMPOSIUM WEDNESDAY, AUGUST 16, :30 a.m. to 4 p.m. ONSITE REGISTRATION BEGINS AUGUST 13 SYMPOSIUM FEE: $270 includes symposium and keynote Register online at NeighborWorks.org/onlinereg or return this form and registration fee to: Neighborhood Reinvestment Training PO Box Boston, MA Or fax form with credit card information to Mr./Ms. Name badge preference Title Organization Address City State Zip Phone (day) Fax address Check if you do NOT wish to receive from us regarding training institute events and programs. Check if you have special needs addressed by the Americans with Disabilities Act. Please specify Check if you have attended a NeighborWorks Training Institute Which of the following best describes your organization? Community-based development organization Government agency Financial institution Faith-based organization Tribal government or nonprofit How long have you been in your current position? Less than 1 year or have not yet started in position 1 2 years 3 4 years 5 or more years Are you enrolled in the NeighborWorks Professional Certificate Program? Yes No If yes, which one? Which of the following best describes your race? Please choose all that apply. American Indian or Alaska Native Asian Black or African-American White Hispanic or Latino Native Hawaiian or Other Pacific Islander Other COURSES REQUESTED (To see the full list of course offerings for the week, please visit NeighborWorks.org/training.) Use both course/clinic letters and numbers, and include the course/clinic tuition. Monday/Tuesday Wednesday Thursday/Friday Tuition Total Course Code Tuition HO930 $270 = $ $ ACCOMMODATION/ HOTEL INFORMATION PHILADELPHIA MARRIOTT DOWNTOWN LOEWS PHILADELPHIA HOTEL COURTYARD PHILADELPHIA DOWNTOWN A number of sleeping rooms are available for institute participants on a first-come, first-served basis at the special rate plus an additional percentage for city and lodging tax. Review your registration confirmation carefully for specific details about your registration and course locations. Call the hotel directly to make your hotel reservations by January 30 and be sure to ask for the NeighborWorks Training Institute rate. For additional hotel accommodation information, please visit us online at NeighborWorks.org/training Payment must accompany your registration form. Faxed registrations must include credit card information and authorized signature. See payment policy. Total Balance Due $ PAYMENT INFORMATION On occasion, NeighborWorks Training Institute shares your name and Check enclosed (payable to NeighborWorks America). Check number address with other organizations that are involved in nonprofit management and community development so that they Visa MasterCard American Express may send you information about other products and services that may be of Card # Exp. / interest to you. If you are not interested in having us share your name, address, telephone number, fax number and Name as it appears on card address with such organizations, please check the circle to the left of this disclosure statement. Rest assured that Authorized signature NeighborWorks Training Institute honors your privacy and respects your wishes. Fax registration with credit card information to: (800) OR Mail registration and payment to: Neighborhood Reinvestment Training, PO Box , Boston, MA (This is a P.O. Box and cannot receive FedEx shipments) FOR MORE INFORMATION OR QUESTIONS REGARDING OUR REFUND/CANCELLATION/ SUBSTITUTION POLICY, PLEASE CALL (800) OR NTI@NW.ORG

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