PROSPERITY · 2019-12-14 · PAGE 6 2018 PROSPERITY SMMIT SEPTEMBER 5-7, NATIONAL HARBOR, MD 2018...

1PAGE 2018 PROSPERITY SUMMIT n SEPTEMBER 5-7, NATIONAL HARBOR, MD

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Letter from the President

Dear Colleagues,

Can you believe how much has changed since we convened at the 2016 Assets Learning Conference? As we kick off the 2018 Prosperity Summit, we welcome you to a conference with a new name and a new location. However, our purpose remains the same: helping everyone build financial stability, wealth and prosperity.

The Prosperity Summit offers something for all attendees—no matter how long you have been engaged in this work. The conference showcases three days of interactive sessions with leaders in the field; four dozen breakout sessions structured to display new ideas; nine intensive clinics that help practitioners build capacity; and advocacy visits to Capitol Hill. The Summit is intentionally designed to be as inclusive as possible, connecting advocates, researchers and practitioners from a variety of industries with policymakers, philanthropists, lenders and investors who share the belief that everyone should have the chance to thrive.

Our five plenary sessions build upon the topics, practices and policies raised up in clinics and concurrent sessions, with the aim of addressing wealth inequality, advancing racial equity and inspiring each other to affirm that change is possible in these complex and challenging times. I am deeply grateful for the invaluable contributions of the participants, generous sponsors, moderators and speakers who have made the Summit possible.

To make the most of your time at the Summit, don’t forget to download the Prosperity Summit app via CrowdCompass AttendeeHub from the App Store or Google Play! With this app, you’ll be able to stay informed with real-time notifications, connect with other Summit attendees, and weigh in by completing surveys that help us deliver engaging content at future events.

I look forward to meeting as many of you as possible during our time together. Have a wonderful time!

Andrea Levere, President, Prosperity Now

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Get ConnectedThere are many ways to stay engaged and connected at the Summit!

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Get Online

Network ID: Prosperity NowUsername: ProsperitySummitPassword: havefun2018 (case-sensitive)

Download the Conference Mobile App

Type http://bit.ly/prosperitysummit2018 into your mobile device to download the app from your device’s respective store. Or, install the CrowdCompass AttendeeHub from the App Store or Google Play. Use AttendeeHub to find and download the Prosperity Summit app. Type the link above into your desktop to access the web version of the app. See page 14 of this Guide for ways you can use the app!

Connect with Us on Social Media

Be sure to use our official hashtag – #ProsperitySummit18 – in all of your social media posts!

Tweet Follow @ProsperityNow and our live-tweet sessions!

FacebookLike us at facebook.com/prosperitynow.org. Share your best Summit photos and stories on our timeline by tagging ‘Prosperity Now.’

InstagramFollow @ProsperityNow and look for your cameos in our stories. Share your favorite Summit memories by tagging #ProsperitySummit18 in your photos and stories.

Get the Latest

Look for the Prosperity Daily in your inbox each morning for a rundown of each day’s events, highlights and stories. The mobile app will also be your resource for Summit happenings.

Engage with Networks

Check out our fabulous Network Lounge in Chesapeake G-I. See page 14 for more details.

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Tuesday, September 4, 2018

All Day Pre-Conference Events Various Locations

4-7 pm Registration OpenSponsored by PNC Bank

Ballroom Level Foyer

Wednesday, September 5, 2018

8 am-6:30 pm Registration OpenSponsored by PNC Bank

Ballroom Level Foyer

9:30 am-12:45 pm ClinicsRefreshment break included

Session Rooms

1-2:30 pm Lunch PlenaryTurning Adversity into Opportunity: How We Advance Economic Justice Today

Maryland Ballroom

2:45-4 pm Concurrent Sessions 1 Session Rooms

4-4:15 pm Networking Break

4:15-5:30 pm Concurrent Sessions 2 Session Rooms

5:30-7 pm Street Fair & Networking Reception

Maryland Ballroom Foyer

5:45-7:30 pm Lightning Talks Maryland Ballroom

Thursday, September 6, 2018

8 am-2 pm Registration OpenSponsored by PNC Bank


8-9 am Breakfast Available Maryland Ballroom

9-10:30 am Morning PlenaryBending Toward Justice: Perspectives on the Long Game

Maryland Ballroom

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Thursday, September 6, 2018 (cont.)

10:45 am-Noon Concurrent Sessions 3 Maryland Ballroom

12:15-1:30 pm Lunch PlenaryRallying the Troops

Maryland Ballroom

1:45 pm- 6 pm Capitol Hill Visits Buses depart outside Maryland Ballroom

2-5 pm Funders ConveningBy invitation only

Chesapeake A-C

7 pm Movies on the Potomac, featuring Black PantherThis event is free to the public and hosted by the National Harbor

National Harbor Plaza

Friday, September 7, 2018

8 am-1 pm Registration OpenSponsoed by PNC Bank


8-9 am Breakfast Available Maryland Ballroom

9-10:30 am Morning PlenarySetting the Table

Maryland Ballroom

10:45 am-12:15 pm Concurrent Sessions 4 Session Rooms

1-2:30 pm Lunch PlenaryWhere We Go from Here: The Case for Hope

Maryland Ballroom

2:30 pm Summit Adjourns

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Concurrent Sessions 1, 2, 3, 4

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Hill Visit Buses

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Clinics


Building Stronger CommunitiesJPMorgan Chase recognizes that thriving

neighborhoods are critical to the long-term economic success of individuals, communities and cities.

We proudly support Prosperity Now in its work to open the doors of economic opportunity for everyone.

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Prudential Advertising973-802-7361

© 2018. Prudential, the Prudential logo, the Rock symbol and Bring Your Challenges are service marks of Prudential Financial, Inc. and its related entities, registered in many jurisdictions worldwide.

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THE PROMISE OF PROSPERITY WILL NEVER GROW OLD. NEITHER WILL HELPING PEOPLE ACHIEVE IT.

Visit prudential.com/purpose

As true today as it was when we began. More than 140 years ago, our founder John Dryden pioneered life insurance to bring security and dignity to working families.

Today, Prudential continues to help individuals aspiring to achieve a secure retirement, financial independence and a legacy for their children.

We answer real-life challenges of everyday people, to bring financial security within reach of more workers and their families.

Prudential is proud to support the 2018 Prosperity Summit.

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wellsfargo.com© 2018 Wells Fargo Bank, N.A. All rights reserved. IHA-22998

Communities are like families

When everyone comes together, wonderful things can happen. This event is the result of a lot of hard work by many talented people. The spirit of community is alive and well, right here and now.

We’re proud to be part of the Prosperity Summit.

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Exhibitors

Prosperity Now is grateful to our exhibitors for enhancing the value of the Prosperity Summit experience for all attendees.

Exhibitors look forward to connecting with you throughout the conference! Stop by tables on your breaks or visit when all exhibitors will be at the center of our Wednesday evening Street Fair Reception.

More information, including how to connect with exhibitors during and after the conference and an updated exhibitor list, can be found in the Prosperity Summit Mobile App.

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1 Wells Fargo

2 National Disability Institute

3 JPMorgan Chase & Co.

4 Intuit

5 NeighborWorks America

6 VistaShare

7 National Endowment of Financial Education

8 FDIC

9 Commonwealth

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10 TD Bank

11 CFPB

12 The Financial Clinic

13 Credit Builders Alliance

14 AFCPE

15 Money Habitudes

16 Robert Wood Johnson Foundation

17 Annie E. Casey Foundation

18 FINRA Foundation

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Network LoungeJoin us at the Network Lounge in Chesapeake J-L each day to connect with others in the Prosperity Now Community and learn more about our Networks and Campaigns. While there, you’ll meet Prosperity Now experts and your peers advancing critical efforts across the country. We will also test different products every day at the Summit—stop by to learn more about financial products that help with savings, credit counselling, financial coaching and more. Or just stop by to take a break from the conference, join a Network and have a chat with your peers! Wednesday, September 5, 2018  n Affordable Homeownership and Racial Wealth Equity Networks n Testing: credit counseling tactics, debt and financial coaching pilot, savings

platform Thursday, September 6, 2018 n Campaign for Every Kid's Future and Savings Networkn Testing: consumer accounts platform, credit counselling tactics, savings platform

Friday, September 7, 2018 n Financial Coaching and Taxpayer Opportunity Networks n Testing: consumer accounts platform, financial coaching app, debt and financial

coaching pilot

Mobile AppFind and download the Prosperity Summit app via CrowdCompass AttendeeHub from the App Store or Google Play (See page 5 for more details)! Once you’ve got the app, you’ll be able to put your Summit experience into overdrive so that you can:

1. Stay InformedGet real-time notifications about sessions you don’t want to miss. Be alerted with live announcements about the Summit and our special events. Read more about featured speakers and Summit partners. Explore digital maps of the Sum-mit venue.

2. Get ConnectedJoin other Summit attendees on the app so that you can connect with other practitioners and advocates. Keep up with social media posts about the Summit within our app’s SocialWall using our official hashtag, #ProsperitySummit18.

3. Weigh InParticipate in live polling and Q&A sessions. Complete comprehensive surveys and Summit evaluations to help us continue to deliver engaging content.

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An Inclusive Prosperity Summit:Services for Attendees with Disabilities

Once again, we’ve partnered with the World Institute on Disability to make the Summit fully accessible to our friends with disabilities.

With generous support from JPMorgan Chase & Co., the World Institute on Disability has advised Prosperity Now on making the Prosperity Summit as accessible as possible, so we can better include our colleagues with disabilities. If there are any accommodations we can make to facilitate your full participation in the Summit, we encourage you to visit our Disability Concierge, located on the main ballroom level.

We’ve worked to make the Summit more inclusive this year by:

Integrating captioning technology during plenaries and select concurrent sessions.

Making sign language interpreters and sighted guides available to attendees for concurrent sessions, workshops and other programming.

Providing our slate of 200+ speakers with tips for ensuring their presentations are inclusive and accessible.

Offering wheelchair-accessible transportation during Capitol Hill Visits to ensure federal lawmakers can hear from all voices at the Summit.

Designing communications tools and materials (including the program book, Mobile App, signage and more) that are optimized for viewing by attendees with visual impairments.

Stationing a Disability Concierge (available on the main ballroom level) to help attendees with disabilities navigate their Summit experience.

Prosperity Now extends our gratitude to the World Institute on Disability for helping us make the Summit as inclusive as possible!

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Plenary Sessions

Wednesday Lunch Plenary

Turning Adversity into Opportunity: How We Advance Economic Justice TodayWednesday, September 5 | 1-2:30 pm | Maryland Ballroom Prosperity Now President Andrea Levere kicks off the Summit with reflections on how adversity reveals innovation, collaboration and commitment; what the new wave of activism is producing; and what challenges remain in our pursuit of financial stability, wealth and prosperity. Andrea’s remarks will be followed by a panel of thought leaders who are collectively defining the future of social and economic justice in a cross-sectoral movement. We’ll also be inspired by reflections from a community leader and by the music of SongRise.

This session is sponsored by Prudential.

Speakers:• Anne Marie Burgoyne, Emerson Collective• Bill Bynum, HOPE• Jamie Kalamarides, Prudential• Andrea Levere, Prosperity Now• Shenell Thompson, Brick by Brick Consulting• Napoleon Wallace, North Carolina Department of Commerce• SongRise

Captioning will be available during this session.

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Plenary Sessions

Thursday Breakfast Plenary

Bending Toward Justice: Perspectives on the Long Game Thursday, September 6 | 9-10:30 am | Maryland Ballroom Martin Luther King Jr. often reminded us that “the arc of the moral universe is long—but it bends toward justice.” This plenary will examine the past, present and future of financial well-being in the United States—and just where we stand on that arc. Along with vignettes from field leaders, the session will feature Prosperity Now’s founder, Bob Friedman, offering his 40-plus-year perspective on the work of our field and the outcomes we wish to see, and sharing highlights from his forthcoming book, A Few Thousand Dollars: Sparking Prosperity for Everyone. We’ll close with a dynamic discussion between trailblazing mayors who represent the future of local policy opportunities and remind us why it’s important to dream big.

This session is sponsored by JPMorgan Chase & Co.

Speakers:• Janis Bowdler, JPMorgan Chase & Co. Foundation• Haidee Cabusora, The Financial Clinic • Mayor Melvin Carter (St. Paul, MN)• Bob Friedman, Prosperity Now• Jeremie Greer, Prosperity Now

• Robin McKinney, CASH Campaign of Maryland• Mayor Libby Schaaf (Oakland, CA)• Mayor Michael Tubbs (Stockton, CA)• Mayor Victoria Woodards (Tacoma, WA)


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Plenary Sessions

Thursday Lunch Plenary

Rallying the TroopsThursday, September 6 | 12:15-1:30 pm | Maryland Ballroom This plenary will focus on the impact our field has on the policies, programs and products that can make or break a household’s path to financial well-being. We’ll hear from Congresswoman Barbara Lee (D-CA) (invited) about her own perspective on prosperity, promoting equity of opportunity and how our field can best effect change. We’ll also share a capsule review of our key federal policy priorities before hundreds of attendees march off to Capitol Hill to educate and inform their elected officials about the issues that matter to us all.

Speakers:• Ellen Lazar, Vice Chair, Prosperity Now• U.S. Representative Barbara Lee (invited)• Ranye Mclendon, NPower Baltimore• David Newville, Prosperity Now• Rashad Robinson, Color Of Change


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Plenary Sessions

Friday Breakfast Plenary

Setting the TableFriday, September 7 | 9-10:30 am | Maryland Ballroom Addressing the financial insecurity facing people in America today requires all of us, in every sector, to work together. It requires dialogue and partnership across the spectrum—from large companies to everyday entrepreneurs, from public sector actors, and from philanthropy and nonprofits. How do we begin to re-set the table for everyone to come together around a common vision? How does our notion of partnership evolve to create the change that is needed? What are the tools uniting us—technological or otherwise? Join us for a multi-faceted discussion with public and private sector leaders forging this path. We’ll learn about new ways of looking at economic mobility and how specific companies are addressing financial security as part of their business mission. We’ll also discuss what that means for nonprofits working with low-income people and in communities of color, and how they can leverage these changing dynamics.

This plenary is sponsored by Intuit.

Speakers:• Asheesh Advani, Junior Achievement Worldwide;

Chair, Prosperity Now• Camille Busette, Brookings Institution• Gary Cunningham, Metropolitan Economic Development

Association (MEDA)• Kate Griffin, Prosperity Now • Rajneesh Gupta, Intuit • Russell Krumnow, Convergence• John Kunze, PayPal (invited)• Nisha Patel, Robin Hood Foundation• Joe Sanberg, CalEITC4Me


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Friday Lunch Plenary

Where We Go from Here: The Case for HopeFriday, September 7 | 12:30-2 pm | Maryland Ballroom Our closing plenary will reflect on all that has been shared and discussed throughout the Summit, and leave us with a sense of renewed purpose and hope. First, we’ll talk with a multi-sector panel of leaders to explore their vision for the future of our field. Then we’ll close out the Summit on a high note with a powerful dialogue between author, organizer and icon Gloria Steinem, a pillar of the women’s movement, and activist, author and Pod Save the People host DeRay Mckesson, a trailblazer in the Black Lives Matter movement. In a conversation moderated by Tanzina Vega, host of WNYC’s The Takeaway and former CNN Money reporter on race and inequality, Gloria and DeRay will spark an unforgettable dialogue about their respective experiences and perspectives in advancing social change —and why we can’t give up on imagining, and building, the world we want to live in.

This plenary is sponsored by Wells Fargo.

Speakers:• Andrea Levere, Prosperity Now• DeRay Mckesson, Pod Save the People• Elsie Meeks, Lakota Funds

• José Quiñonez, Mission Asset Fund• Ida Rademacher, The Aspen Institute• Mike Rizer, Wells Fargo• Gloria Steinem, Writer, Lecturer, Political Activist & Feminist

Organizer• Tanzina Vega, The Takeaway


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Clinics Wednesday, 9:30 am-12:45 pm(Note: there will be a refreshment break during the Clinics)

Collecting Data—and Making It Work for You | Chesapeake D-F

It’s no secret that collecting and using data can help practitioners with everything from evaluating a program’s impact to making the case for more funding. But most organizations don’t struggle with the “why” of data collection—they are challenged by the “how.” This interactive clinic will take a deep dive into the world of data collection and analysis to better inform program design and delivery. You’ll hear from experts in the field and learn with others about selecting the right information to track; best practices for managing, analyzing and leveraging data to tell the “impact story”; and lessons learned from the experiences of other attendees. This clinic is sponsored by MetLife Foundation.

Speakers:• Nicky Grist, Cities for Financial Empowerment Fund• Dennis Mondero, Chinese Mutual Aid Association• Irene Skricki, Consumer Financial Protection Bureau• Kasey Wiedrich, Prosperity Now (moderator)

Crash Course on Credit Building | Chesapeake G-I

Roll up your sleeves and sit in on this crash course to learn why credit is important for low-income households, how to read credit reports and how to support clients with credit issues. You’ll also learn about credit-building products that can help establish a credit file and improve credit scores.

Speakers:• Katie Kristensen, Justine PETERSEN• Jim Schebek, Justine PETERSEN • Maria Sennett, Credit Builders Alliance • Franco Vega, The Right Way Foundation• Melissa Grober-Morrow, Prosperity Now (moderator)


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Health, Wealth and Place: Building Financial, Physical and Mental Health Through Multi-Sector Collaborations | National Harbor 13

Join us to explore the connections between financial well-being, health and place. In this workshop, we will discuss multi-sector solutions to address the drivers of health outcomes, how to build on recent innovations, strategies for engaging new partners and the path to a future where financial well-being is considered a critical component of health. This clinic is sponsored by the Robert Wood Johnson Foundation and National Credit Union Foundation.

Speakers:• Courtney Bettle, CASH Campaign of Maryland• Sarah Gordon, CFSI• Fiona Greig, JPMorgan Chase Institute• Shaheen Hassan, CFSI• Gigi Hyland, National Credit Union Foundation• Doug Jutte, Build Healthy Places Network• Padmini Parthasarathy, The California Wellness Foundation• Adam Schickedanz, University of California, Los Angeles (UCLA)• Don Schwarz, Robert Wood Johnson Foundation

Racial Wealth Equity: Origins, Impacts and Solutions for the Divide | National Harbor 10

Hosted by Prosperity Now’s Racial Wealth Equity Network and the Asset Building Policy Network, this clinic takes participants on an interactive journey through the structural boosts and blocks that have entrenched racial wealth inequities, advancing wealth for white communities at the expense of communities of color. We’ll discuss the impacts of these disparities and federal policies that can protect and strengthen household and community financial well-being for low-wealth people of color. Together, we’ll explore racial economic justice strategies that practitioners, funders, advocates and communities of color can use to bridge the racial wealth divide. This clinic is sponsored by Citi.

Speakers :• Seema Agnani, National Coalition for Asian Pacific American

Community Development (National CAPACD)• Eroc Arroyo-Montano, United for a Fair Economy

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• Dr. Lawrence Brown, Morgan State University • Jeremie Greer, Prosperity Now• Riahl O'Malley, United for a Fair Economy• Cy Richardson, National Urban League• Jasmine Thomas, Citi Community Development• Samantha Vargas Poppe, UnidosUS• Carmen Shorter, Prosperity Now (moderator)

Resist and Persist: Advocating for Change in the Era of Trump | National Harbor 4

Strong organizing efforts have been the catalyst for shifting political landscapes many times throughout history. This year is no different. This clinic will combine an expert panel and workshop to help you build and maintain an effective advocacy coalition to resist harmful policies. The clinic will conclude with a private screening of "Heather Booth: Changing the World", which chronicles the work of one of our nation's most influential organizers. The screening is free and open to all Summit participants.

Speakers:• Chad Bolt, Indivisible• Heather Booth, Democracy Partners• Brandi Collins-Dexter, Color of Change• Abby Levine, Alliance for Justice

• Vanna Cure, Prosperity Now (moderator)

Saving for Now, Soon and Later: Identifying the Future of Saving Solutions | National Harbor 12

Join us to explore the future of programs and products that help families save for immediate-, medium- and long-term needs. Together, we’ll discuss the state of the savings field, including income and expense volatility, systemic barriers to savings and the racial wealth divide. We’ll review recent research about the landscape of savings solutions and workshop how we can meet the varied savings needs of families, particularly families of color. We’ll also explore how organizations are innovating and partnering to deliver diverse savings solutions to clients and legislative opportunities now that federal

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funding for matched savings programs has been eliminated. This clinic is sponsored by Prudential.

Speakers:• Mariel Beasley, CommonCents Lab• Clinton Key, The Pew Charitable Trusts• Marisabel Torres, UnidosUS• Ketty Trivedi, Prudential• Megan Wong, EARN

Starting Young: Children’s Savings Account (CSA) Program Showcase and Design Consultations | National Harbor 5

This clinic is primarily intended for conference attendees who are in the process of designing their own CSA programs or who would like to learn more about how CSA programs work. The first half of the session will showcase successful CSA programs from across the country, with practitioners discussing design processes and options, best practices, how to address common challenges and the impact their programs are having on their communities. In the second half of the session, staff from Prosperity Now and partners with CSA expertise will work in small groups to address attendees’ specific questions and provide support to help attendees design their own programs.

Speakers:• Christina Davila, El Monte Promise Foundation• Carol Lei, Kindergarten to College, City and County of San Francisco• Phil Maurizi, Wabash County YMCA• Colleen Quint, Alfond Scholarship Foundation • Monica Copeland, Prosperity Now (moderator)

The How of Financial Coaching: Deep-Dive into Field Innovations and Challenges | National Harbor 11

Calling all financial coaching enthusiasts! The financial coaching field has grown exponentially over the past decade, and there are lots of lessons learned and new resources to explore. Join us for this interactive clinic to

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tailor your financial coaching program to participant needs and take new ideas back to your community. We'll spend time learning about Prosperity Now’s Financial Coaching Program Design Guide and IDEO.org’s new financial coaching texting app. We’ll also engage in peer discussions about key financial coaching topics such as the strengths and limitations of financial coaching, measuring success, building capacity, centering racial equity and training coaches. Come ready to learn, share and explore!

Speakers:• Ben Chase, IDEO.org• Anne Leland Clark, Prepare + Prosper• Peggy Garcia-Marquez, Central New Mexico Community College • Sarah Bainton Kahn, Consumer Financial Protection Bureau• Megan Kursik, The Financial Clinic • Danita Wadley, Volunteers of America• Hiba Haroon, Prosperity Now (moderator)

VITACon 2018 | Chesapeake A-C

To paraphrase Ben Franklin, there are two certainties in life: death and tax (season)! Please join the Taxpayer Opportunity Network for VITACon 2018, an interactive workshop that will connect you with others in the community tax preparation field for ideation and sharing on a variety of tax prep topics. It's the perfect opportunity to lay the groundwork for your 2019 filing season—and tee up some of the other tax prep sessions to be offered later in the Summit—while meeting and learning from others in our national network of VITA leaders. This clinic is sponsored by Intuit.

Speakers:• Justin Chu, Prosperity Now

• Barbara DelBene, Taxpayer Opportunity Network • Ellen Evans, Intuit Financial Freedom Foundation• Rebecca Thompson, Prosperity Now• Members of the Taxpayer Opportunity Network Steering

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Breaking Barriers in Workplace Financial Wellness: Reaching Employers and Employees | National Harbor 13

Financial wellness services are increasingly recognized as important components of employee wellness packages and more providers are entering the market place. How can providers meet the financial needs of lower-income consumers through employers? This session features a panel of speakers who will share insights on reaching employers and employees with a financial wellness service. This session is sponsored by AARP.

Speakers:• Catherine Harvey, AARP• Pamela Samuels-Kater, Autozone, Inc. • Justine Zinkin, Neighborhood Trust Financial Partners • Pamela Chan, Prosperity Now (moderator)

Climate Change, Natural Disasters and Financial Well-Being | National Harbor 12

As global temperatures rise, the likelihood of severe weather patterns and large wild fires has increased. In 2017 alone, Hurricanes Harvey, Irma, Maria and Jose, along with the wildfires in the western United States, took the lives of thousands and left thousands without shelter, electricity, running water and other basic needs. Natural disasters have a profound, negative impact on the financial well-being of all households, but low- and moderate-income (LMI) households, which often lack the financial cushion to bounce back from a crisis, are particularly affected. This session will explore the disproportional impact of natural disasters on LMI households and households of color, as well as how organizations and financial institutions can support preparation and response efforts. This session is sponsored by Bank of the West.

Speakers:• Kevin Dancy, Federal Reserve Bank of Dallas• Aidil Oscariz, Catalyst Miami

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• Ana Rodriguez, CJDCS-AgroInnova • Jennifer Medina, Prosperity Now (moderator)

Confronting Structural and Institutional Challenges of Debt While Serving the Best Interests of Our Clients in African American Communities | National Harbor 10

Difficulty in managing debt is a symptom of the country’s racial wealth divide, sustained by the exclusion of Black Americans from wealth-building opportunities. Yet too often, individuals are blamed for the household-level outcomes that result from these institutional and structural challenges. This session will explore Prosperity Now’s new qualitative research, conducted in partnership with practitioners, to better understand debt in low- and moderate-income Black communities. Learn more about our shared recommendations for how existing products and services might be adapted and engage with a panel of practitioners and experts as we discuss how to reconcile addressing individual cases within larger structures and systems that continue to saddle Black Americans with unequal debt.

Speakers:• Courtnee Biscardi, Urban League of Broward County• Saundra Davis, Sage Financial Solutions• Spectra Myers, Prosperity Now• Althea Saunders-Ranniar, Bon Secours Community Works• Lillian Singh, Prosperity Now (moderator)

Exploring Financial Well-Being in America | Chesapeake A-C

Financial well-being means having financial security and freedom of choice, both now and into the future. Research on the state of financial well-being in the United States and what drives it is now available for the first time. In this session, speakers will present groundbreaking research on financial well-being, including a high-level snapshot, a detailed exploration of the factors that impact financial well-being and an analysis of how it evolves over time in a low-income population. We will also discuss how practitioners can use this research to measure the financial well-being of their participants in order to enhance their programs and initiatives.

Concurrent Sessions 1 (Wednesday, 2:45pm-4pm)


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Speakers:• Michal Grinstein-Weiss, Washington University in St. Louis• Sangeetha Malaiyandi, Consumer Financial Protection Bureau• Stephen Roll, Washington University in St. Louis• Kasey Wiedrich, Prosperity Now (moderator)

Going Further: The Future of Expanding Free Tax Preparation Services | National Harbor 5

27 million people throughout the country are eligible for the Earned Income Tax Credit (EITC) —yet many of them do not claim this incredibly powerful support. This session examines how free tax preparation services can expand to reach more of these clients through non-traditional delivery methods and leveraging other community partners and organizations.

Speakers:• Douglas Griesenauer, United Way Suncoast• Dr. Shatomi Luster-Edward, University of Missouri Extension Service• Rae Pilarski, United Way of Tucson and Southern Arizona• Lee Davenport, Davenport Consulting (moderator)

Perfecting Your Pitch: How to Effectively Communicate Your Organization's Value | Chesapeake D-F

Being able to clearly and effectively communicate your organization’s mission and impact is the best way to get stakeholders, including funders, clients, partner organizations and the media, invested in what you do. This session will walk through how to best talk about your work and cover questions like: What’s your headline? Who is your audience? How do you share your message? This session is intended for beginners and those looking to refresh and practice their “elevator pitch.”

Speakers:• Shelia Byrd, HOPE Enterprise Corporation• Sean Luechtefeld, ANCOR• Annie Burns, GMMB (moderator)



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Preparing for the Unexpected: Innovations to Help Working Families Save for Emergencies | National Harbor 11

According to the Federal Reserve, 40% of Americans report that they could not come up with $400 in the event of an emergency without selling something or borrowing money. In this session, panelists will explore innovative products and ideas, both potential and existing, that can help low- and moderate-income households save for emergencies. We’ll cover topics such as the Earned Income Tax Credit (EITC), mortgage reserve accounts and workplace-based rainy day savings accounts. After the session, participants will take away the benefits and drawbacks of these options, potential policy measures to encourage savings and possible next steps. This session is sponsored by Prudential.

Speakers:• Clinton Key, The Pew Charitable Trusts • Doug Ryan, Prosperity Now • Joanna Smith-Ramani, Aspen Institute Financial Security Program • Kelly Rome, Prudential Financial (moderator)

The Marriage of Health and Wealth: Enhancing Collaborations Between the Health and Financial Well-Being Fields | National Harbor 4

Increasingly, financial capability providers, community development practitioners and social service providers are partnering with the health sector to improve population health. In this session, we will explore these partnerships and programs—particularly those that have focused on Medicaid populations—and discuss how to further innovate to address health and financial well-being concurrently.

Speakers:• Michelle Gorsuch, ProMedica Ebeid Institute• Valerie Moffitt, Local Initiatives Support Corporation (LISC)• Adam Schickedanz, University of California, Los Angeles (UCLA)• Karin Van Zandt, CareSource Management Group• Lisa Fitzpatrick, MD, MPH, DC Medicaid (moderator)

Captioning will be available for this session.



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What's New and What's Next in Bank On Initiatives | Chesapeake G-I

In the dozen years since the launch of the first Bank On programs, we've learned a great deal about how to connect consumers with safe, affordable financial services in cities across the country. In this session, we'll share a bird’s-eye view of Bank On activity nationally, including exciting new data-gathering initiatives and a national effort to build sustainable partnerships with cities, financial institutions and nonprofits. We'll also hear from local experts about their experience in forging powerful local partnerships to maximize the impact of these popular programs and ensure program integration. This session is sponsored by Wells Fargo.

Speakers:• Yvonne Green, Bank On Houston• Linlin Liang, United Way Suncoast• David Rothstein, Cities for Financial Empowerment Fund• Lisa Price, Wells Fargo (moderator)



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Concurrent Sessions 2 Wednesday, 4:15-5:30 pm

Affordable Homeownership Challenges and Solutions | National Harbor 7

Homeownership is the foundation of family wealth in the United States. However, since the Great Recession, homeownership in communities of color and for low- and middle-income families has not fully rebounded. The nation has lost a generation of homeowners, and many of the challenges that led to this crisis remain. This session will explore causes and solutions to the decline in homeownership. Panelists will explore issues that include returning to homeownership in challenged markets; how low-downpayment lending can be both safe and scalable; and the role of limited equity cooperatives in expanding and preserving housing assets. This session is sponsored by Wells Fargo.

Speakers:• Paul Bradley, ROC USA • Krysta Pate, Community Reinvestment Fund USA • Emilee Powell, Homewise • Martin Sundquist, Wells Fargo Housing Foundation (moderator)

Creating Financial On-Ramps: Strategies for Building Financial Capability for Older Youth | National Harbor 5

Projects targeting youth financial empowerment have grown over the past few years. This session will highlight best practices for engaging older youth and provide tools and resources they can use to create a better future. Session attendees will learn which financial empowerment products and services resonate with young adults, what type of barriers they face and how these services can be integrated into existing programs.

Speakers:• Amy Hendrix, Indiana Connected By 25• Margaret Libby, MyPath• Franco Vega, The RightWay Foundation • Julie Wells, Partners for Youth Opportunity• Monica Copeland, Prosperity Now (moderator)


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Empowering the Grassroots: Innovating Financial Capability from the Ground Up | Chesapeake G-I

While individual behavior is often blamed for racialized wage and wealth divides, compelling evidence indicates that racial economic inequality is primarily the result of long-term investment in some communities and a lack of investment in others. Therefore, with the right supports, the institutions closest to the problem are also most poised to develop innovative strategies to bridge the divide from the ground up. This session will share promising, innovative economic empowerment pilot projects that cities are spearheading to assist low-income African Americans out of poverty.

Speakers:• Gary Cunningham, Metropolitan Economic Development

Association (MEDA)• Melissa Hicks, Self Enhancement, Inc.• Marcus Owens, African American Leadership Forum (AALF)• Andrea Caupain Sanderson, Byrd Barr Place• Dedrick Asante-Muhammad, Prosperity Now (moderator)

Financial Education Isn't Dead | Chesapeake A-C

This session will challenge attendees to abandon the belief that financial education doesn't work. As an alternative, attendees will be invited to consider the idea that we, as a field, haven’t figured out how to make it work. Presenters will explain what the science of learning can tell us about effective financial education—particularly for youth—and discuss the new, research-based approach to youth financial education being pioneered at the University of Chicago. Presenters will also discuss approaches to help youth develop positive financial habits and strategies within communities and workforce programs. This session is sponsored by Bank of America.

Speakers:• Pamela Capalad CFP® AFC®, Brunch & Budget • Charu Gupta, University of Chicago • Wynne Lum, Bank of America (moderator)

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Concurrent Sessions 2 (Wednesday, 4:15-5:30pm)


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From Transactions to Relations: The Promise of FinTech and the Power of Human Relationships | Chesapeake D-F

Technology is in every aspect of our lives. Our children ask Siri what they want to know, while we find restaurants and pay for lunch – all on our phones. The same is true for us all financially, in the way that we move money from place to place and watch companies compete for our banking relationships. But will “fintech” eventually replace the need for human interaction within financial services? Our research tells us the answer is not so simple. Join a conversation on the future of fintech and how human interaction and control over product features is still relevant – and what that means for nonprofits focused on financial issues facing their clients. This session is sponsored by PayPal.

Speakers:• Pamela Chan, Prosperity Now• Quinten Farmer, Even• Monda Webb, EarnUp• Kate Griffin, Prosperity Now (moderator)

Promising Strategies for Client Engagement and Retention in Financial Coaching Programs | National Harbor 11

On average, 40% of financial coaching clients don’t attend their first coaching appointment. In this session, we will explore best practices for financial coaching programs to attract clients and keep them motivated to return. This session is sponsored by TD Bank.

Speakers: • Barry Coleman, National Foundation for Credit Counseling• Sharikka "Shay" Frisby, $tand By Me• Rena Williams-Taylor, Clarifi • Candice Cambridge, TD Bank (moderator)

Wednesday, Septem

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Promoting Economic Opportunity for People with Disabilities | National Harbor 4

This session will cover data related to the wealth and financial capability outcomes of people with disabilities, and then turn to a rich discussion of policy developments, programmatic solutions and opportunities for philanthropic investment. This session is sponsored by JPMorgan Chase & Co.

Speakers:• Dara Baldwin, National Disability Rights Network • Ryan Easterly, WITH Foundation • Michael Roush, National Disability Institute • Rodney Hood, JPMorgan Chase & Co (moderator)


What Comes Next: The Aftermath of Tax Reform and Its Impact on Communities of Color and the Racial Wealth Divide | National Harbor 13

The Tax Cuts and Jobs Act, the new major tax legislation passed last December, could have been an opportunity to reform the tax code and make it more equitable to give all working families and households of color a fair shot at getting ahead. Instead, it gives massive tax cuts to wealthy individuals and corporations while giving marginal benefits to working families who need the most support. In this session, panelists will discuss how the new tax reform law will affect the financial lives of working families—especially households of color. Panelists will also explore new research on the distributional impact and changes that might be on the horizon under a new Congress.

Speakers:• Chris Brown, PolicyLink • Chye-Ching Huang, Center on Budget and Policy Priorities • Meg Wiehe, Institute on Taxation and Economic Policy • David Newville, Prosperity Now (moderator)

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Concurrent Sessions 2 (Wednesday, 4:15-5:30pm)


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What It Takes: Addressing Systems and Programs’ Role in Supporting the Financial Well-Being of immigrants and Refugees | National Harbor 10

Navigating a new financial system is one of the most critical tasks newcomers to the United States manage in the months and years following their arrival. This session will explore some of the unique financial challenges facing immigrants and refugees while illuminating how the nuance of “status” and community impacts the financial resources immigrant groups can access. Speakers will explore the services and strategies practitioners are using to support the financial well-being of these populations. There will also be an update on how legal services aim to support and protect economic opportunity for low-income immigrants and refugees.

Speakers:• Gepsie Metellus, Sant La, Haitian Neighborhood Center• Kimberly Tang, Chinese Community Center• Jackie Vimo, National Immigration Law Center (NILC) • Ola Wadibia, Prosperity Now (moderator)

What’s It Going to Take?: Community Development in Rural, Hard-to-Serve Places | National Harbor 12

Learn how community development practitioners are addressing the needs of rural, hard-to-serve regions of the United States. Regions such as Central Appalachia, the Deep South, the Colonias (the Texas-Mexico border) and Native American reservations often lack the necessary infrastructure and facilities that contribute to residents’ quality of life. These types of infrastructure challenges make finding sources of investment to support these projects a difficult task. In this session, we will discuss problems that these communities face and how community development and financial innovation can provide solutions. We will also dive into private/public collaborations like the Uplift America Fund to discuss design, impact, lessons learned and implications for future activities.

Speakers:• Bill Bynum, HOPE• Chrystel Cornelius, First Nations Oweesta Corporation • Rich Davis, Rural Development, USDA• Justin Maxson, Mary Reynolds Babcock Foundation (moderator)

Wednesday, Septem

ber 5Concurrent Sessions 2 (Wednesday, 4:15-5:30pm)


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Concurrent Sessions 3 Thursday, 10:45 am-Noon

Changing the Narrative: Racial and Economic Justice Messages that Works | Chesapeake A-C

Changing hearts and minds around racial and economic justice requires effective communications, and most often, difficult conversations with stakeholders in your community. In this session, messaging experts will tackle the challenging topics of race relations and economic opportunity. Our experts will share with participants why narrative change is important, in addition to sharing proven ways to change the narrative to build support for their work. Participants will also learn what makes messages effective, and will walk away with tools and resources they can use to communicate effectively in their work. This session is sponsored by Enterprise Community Partners.

Speakers:• Willow Lung Amam, PhD, Smart Growth Center• Kendra Freeman, Metropolitan Planning Council • Kerrien Suarez, ProInspire • Tiffany Manuel, PhD, Enterprise Community Partners (moderator)

Common Ground: Financial Capability at Tax Time | National Harbor 7

Do you have questions about integrating financial capability resources at your tax site? This session will bring together community tax preparation experts to showcase how they’ve integrated this unique suite of products into the tax prep moment. Bring your appetite for learning, as we will provide the most promising strategies from different corners of the field. Whether you’re exploring financial integration for a new program, or you're a seasoned veteran considering it for some of your partners, you don’t want to miss this discussion. This session is sponsored by BB&T.

Speakers:• Brian Gilmore, Commonwealth• Darren Liddell, The Financial Clinic• Dave Sieminski, Consumer Financial Protection Bureau• Brad Martin, United Way of Southwest Alabama (moderator)


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Exploring the Promise and Risks of FinTech for Low and Moderate-Income Communities | National Harbor 10

Financial technology (fintech) offers a promising solution to brining financial empowerment tools to scale. As the adoption of fintech grows, and its potential for impact increases, how can we ensure that low-and-moderate income (LMI) men and women—particularly those of color—benefit from fintech to advance their financial well-being? In this session, a panel of direct service providers and fintech companies that develop, design or deliver products to LMI consumers will discuss what LMI clients want; how we can design safe and affordable fintech products that maximize impact; and how nonprofits can effectively partner with fintech companies. This session is sponsored by CFSI.

Speakers:• Zoraima Pineda Diaz, CDC of Brownsville • Megan Wong, EARN • Yadira Younse, Lemando • Joshua Sledge, CFSI (moderator)

From Paychecks to Prosperity: Cross-Sector Strategies for Strengthening Youth Financial Well-Being | National Harbor 12

Centering youth voices is essential to designing an ecosystem that values and supports youth financial well-being. Workforce development and education programs present powerful opportunities to enhance youth financial knowledge, skills and decision making while putting young people on pathways to employment. Join us for an engaging discussion to explore cross-sector strategies to strengthen youth financial well-being, and to hear directly from young people about their financial desires and ideas. This session is sponsored by Citi.

Speakers:• Peggy Garcia-Marquez, Central New Mexico Community College• Amanda Nathan, STRIVE International• Daria Sheehan, Citi Foundation• Jenn Smith, Department of Labor• I-Hsing Sun, Cities for Financial Empowerment Fund

Concurrent Sessions 3 (Thursday, 10:45 am-Noon)


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• Members of the Youth Council, part of the Youth Financial Capability Fund

• Lissan Anfune, Consumer Financial Protection Bureau (moderator)

Fundraising for Coalition Building and Advocacy | National Harbor 5

In a world of shifting interests, innovative pilots and competing demands for resources, financial empowerment advocates and coalition leaders must adapt their fundraising strategies for an ever-changing field. In this session, participants will hear from funders and experts about the current landscape of coalition and advocacy funding, explore techniques for relationship building and leveraging partnerships and community resources for their work, and learn how to communicate their mission effectively. This session encourages audience participation in the discussion.

Speakers:• Caitlyn Fox, Chan Zuckerberg Initiative• Valeria Lassiter, Lassiter & Associates• Christianne Lind, Northwest Area Foundation• Linetta Gilbert, Gilbert & Associates (moderator)

Increasing the Impact of Savings Programs | Chesapeake G-I

As the incentivized savings field grows and matures, practitioners across the country are trying out new approaches to help children and adults build savings and assets. This session will highlight three CSA and IDA programs that are employing or developing innovative strategies to better meet the needs of low-income households and improve program outcomes. Speakers will discuss a two-generation approach to savings; using technology tools to offer more choices to participants and streamline program management; and rethinking the design and structure of IDA programs. This session is sponsored by Intuit.

Speakers:• Rodolfo Acosta-Pérez, Community Action Agency of Southern New

Mexico• Amanda Feinstein, Oakland Promise Brilliant Baby• Kimberly Lucas, Mayor's Office of New Urban Mechanics, City of

Boston



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• Erin Moos, Intuit Financial Freedom Foundation• Erin Thiemann, Prosperity Now Consultant (moderator)

Know Before You Go: Making the Most of Your Capitol Hill Visit | National Harbor 13

Are you participating in Capitol Hill visits during the Prosperity Summit? Don't miss this session designed to prepare and inform you about the current climate on Capitol Hill, how to weave your personal story into the policy ask, and how to be most effective during your short time on the Hill.

Speakers:• Meredith Dodson, RESULTS • Bernie Mazyck, South Carolina Association of Community

Development Corporations • Ellen Nissenbaum, Center on Budget and Policy Priorities • Vanna Cure, Prosperity Now (moderator)

Millennials and Money: Examining the Financial Realities Facing Young People in America | Chesapeake D-F

Next year, millennials are projected to become the largest living generation in America, surpassing baby boomers (who have long held that distinction). Yet despite their outsized influence, higher levels of education and working during a time of high productivity, millennials are on track to become the first modern generation to be worse off than their parents.

This session will explore the economic realities facing millennials—especially those of color—and how these circumstances compare to past generations. In addition, this session will explore the impact the recession and economic inequality has had on the financial well-being of millennials and how we can spark a brighter economic path. This session is sponsored by Bank of America.

Speakers:• Tom Allison, Young Invincibles• Anagha Das, Bank of America



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University• Lowell R. Ricketts, Federal Reserve Bank of St. Louis• Emanuel Nieves, Prosperity Now (moderator)

Older Adults and Financial Well-Being | National Harbor 4

Despite "playing by the rules," many older adults find themselves struggling to get by as they work past retirement age and depend on family members for financial support. Fixed and low incomes; disappearing pensions; the Great Recession of 2009; and high housing, education and health care costs have left an enormous segment of the U.S. population—the baby boomers—in a financially vulnerable position. This session will explore the financial challenges facing older adults, strategies to manage these challenges and policies to protect this population. This session is sponsored by JPMorgan Chase & Co.

Speakers:• Maggie Flowers, National Council on Aging• Roslyn (Roz) Quarto, Benjamin Rose Institute on Aging• Elizabeth White, Aging Solutions Advocate• Nan Gibson, JPMorgan Chase & Co. (moderator)


On the Frontline of the Racial Wealth Divide: Strengthening the Financial Security of Frontline Staff | National Harbor 6

Nonprofits play a critical role in addressing the financial stability concerns of their clients. Unfortunately, due to growing wage and income inequality, many frontline staff are financially vulnerable and face many of the same economic burdens they are striving to help their clients overcome – without any outlets to share their own struggles. This session will explore practical and innovative solutions that nonprofits can implement for frontline staff, such as pay equity audit programs, financial education and financial capability tools, and retirement planning strategies to ensure their staff retire with honor.



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Speakers:• Brenda Palms Barber, North Lawndale Employment Network• Olga Camargo, Faro Associates, LLC• Ambreasha Frazier, Minneapolis Urban League • Lillian Singh, Prosperity Now (moderator)

UBI, Child Allowances and a Federal Jobs Guarantee: New Ideas for Raising Household Incomes and Their Connection to Asset Building | National Harbor 11

With stagnant wage growth and the loss of good jobs in the wake of the Great Recession, more and more families are faced with volatile incomes, financial insecurity and an inability to get ahead. In this session, national experts will discuss emerging new ideas for raising household incomes, such as universal basic income, a federal jobs guarantee, and universal child allowances. In addition, the speakers will explore the relationship between these strategies and opportunities to build household wealth.

Speakers:• Mia Birdsong, The Economic Security Project• Darrick Hamilton, The New School for Social Research• Chris Wimer, Columbia University• Dedrick Asante-Muhammad, Prosperity Now (moderator)



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Concurrent Sessions 4 Friday, 10:45 am-12:15 pm

Consumer Protections: Where We Are, Where We’re Going and What Advocates Can Do to Promote Consumer Safety and Financial Security | National Harbor 11

Policies and enforcement actions at both the federal and state level affect the quality and safety of the financial products available to consumers. These, in turn, have significant impacts on household financial security. This session will explore recent developments (and what’s next) in policy, advocacy and enforcement that influence consumer safety, financial stability and the racial wealth divide. Participants will also observe core challenges that families face regarding the financial industry and consumer protections while considering short and long-term solutions to address these issues. The discussion will include efforts to weaken and restructure the Consumer Financial Protection Bureau (CFPB); the future of the payday lending rule; the value of alternative data in credit reporting and scoring; and how individuals and organizations can advocate for financial security and consumer safety.

Speakers:• Erin Macey, Indiana Institute for Working Families• Rob Randhava, Leadership Conference on Civil and Human Rights• Lauren Saunders, National Consumer Law Center (NCLC)• Anju Chopra, Prosperity Now (moderator)

Financial Coaching Program Design Guide: A Participant-Centered Approach | Chesapeake G-I

Over the last decade, as financial coaching has gained momentum, Prosperity Now has heard from the field that practitioners would benefit from a public resource for program managers and leaders that outlines what it takes to establish a financial coaching program. In this session, we will debut the Financial Coaching Program Design Guide—a comprehensive resource designed to support organizations in developing a participant-centered financial coaching program. Please join us as we engage in conversation with organizations who have used the Coaching Guide. Participants will have the opportunity to learn from these organizations’


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experiences designing their programs and explore the key programmatic decisions necessary to launch their own programs. This session is sponsored by JPMorgan Chase & Co.

Speakers:• Nicole Barnes, Jericho Road Episcopal Housing Initiative • Shannon Callahan, YWCA Evanston • Saul Gonzalez, Building Skills Partnership • Anne Romatowski, JPMorgan Chase & Co. (moderator)

Financial Empowerment in Native Communities | National Harbor 6

This session will explore ways that financial empowerment allows communities of color, particularly Native American and Native Hawaiian communities, to reframe opportunity and financial security through a cultural perspective. The session also examines the ways that homeownership challenges affect underrepresented communities, highlighting how financial empowerment and homeownership can build stability and long-term prosperity. This session is sponsored by Wells Fargo.

Speakers:• Linda Lee Retka, National American Indian Housing Council• Jessica Santos, Institute on Asset and Social Policy, Brandeis

University• Lahela Williams, Hawaiian Community Assets• Connie Wright, Wells Fargo Housing Foundation• Sherry Salway Black, Prosperity Now Board Member (moderator)

Fines, Fees and the Criminalization of Poverty | Chesapeake D-F

State and local governments frequently levy fines and fees on their residents. Fines and fees have a disproportionate impact on communities of color and are often levied against families that have the least ability to pay. These practices can push residents even further into poverty. This session will explore how fines and fees can exacerbate inequality and will showcase speakers who have identified powerful solutions at the programmatic and municipal level. This session is sponsored by the Annie E. Casey Foundation.

Concurrent Sessions 4 (Friday, 10:45 am-12:15 pm)


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Speakers:• Treasurer José Cisneros, City of San Francisco• Heidi Goldberg, National League of Cities• Frank Knaack, Alabama Appleseed• Jaffe Pickett, Legal Services Alabama• Carmen Shorter, Prosperity Now (moderator)

Freelancing, Side Hustles and Gigs: How Contractors Can Survive in the New Economy | National Harbor 4

The “new economy” is here, and for many people it doesn’t include a steady job, with a consistent paycheck or benefits. What are the short and long-term economic implications for contract workers? What are the different types of contract work trending in communities? How can state and municipal leaders create pathways to financial security for citizens engaged in this economy? Finally, how do nonprofits provide supportive services that help people balance their tax obligations, benefits access, and financial goals as self-employed individuals? Join us to discuss these questions, discover new resources, and identify opportunities for our field to better support the workers of the future.

Speakers:• Caroline Bruckner, American University • Barbara DelBene, Taxpayer Opportunity Network• Lorelei Salas, New York City Department of Consumer Affairs• Sarah Livnat, Oportun (moderator)


Housing and Financial Capability: The Resident Services Story | National Harbor 12

This session will highlight how residents living in rental housing can achieve financial well-being through supportive resident services. Organizations are creating an infrastructure of tools and services that address the financial needs of people at all ends of the spectrum – from addressing a crisis to preparing for homeownership. Panelists will highlight successful stories



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of organizations working with people on eviction prevention, matched savings, family self-sufficiency, rent reporting and financial coaching. This session is sponsored by NeighborWorks America.

Speakers:• Allison Pendell Jones, AHC Greater Baltimore• Jorge Riquelme, Community HousingWorks• Sherry Riva, Compass Community Capital • Adrianne Todman, NAHRO (moderator)

Human Insights for Program Innovation: Understanding and Acting on What LMI Consumers Want in Coaching and Counseling | National Harbor 10

Are you interested in developing or improving financial coaching or counseling programs or services to meet the needs of your community? If so, then join us for an interactive session where we’ll share observations into the key gaps in coaching and counseling identified from across multiple applied research projects. Hear what community members want from nonprofit organizations, how they react to existing services, and the gaps where innovation is most needed. Then join other attendees in a conversation about why those gaps might exist. Together, we’ll identify the most important problems to tackle and equip participants with the tools necessary to design and test meaningful solutions to close the gap between what is available and what community members want.

Speakers:• Pamela Chan, Prosperity Now• Spectra Myers, Prosperity Now

Maximizing Your Impact Through Volunteer Engagement | National Harbor 7

Volunteers are the backbone of many services provided in our field. How do we make the most of their engagement throughout the volunteer cycle and hang onto them year after year? Join us for this expert discussion on how financial capability leaders have leveraged their volunteers to



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maximize positive outcomes for their programs and clients. This session is sponsored by Capital One.

Speakers:• Ana Maria Ceballos, Hispanic Unity• Barbara DelBene, Taxpayer Opportunity Network• Ingrid Ekblad, Hispanic Unity• Coretta Hill, United Way of Northeast Florida• Sue Rogan, CASH Campaign of Maryland• Katy Schultz, Prepare + Prosper (moderator)

Nonprofit Collaboration and Coalition Building Within the Context of the Racial Wealth Divide | Chesapeake A-C

Becoming a high-impact nonprofit or coalition is not just about building a great organization and then expanding it to reach more people. Rather, high-impact nonprofits and coalitions work with and through organizations and individuals outside themselves to create more impact than they ever could have achieved alone. In this session, practitioners will learn strategies nonprofit and coalition leaders are using to innovate and keep their organizations' doors open provided the competitive funding environment and political changes. Panelist will share the strategies they have taken to build coalitions, merge with other organizations, steps to securing joint grants to launch comprehensive city-wide project ventures focus on financial stability, and will gain an understanding of how to build relationships with for-profit companies to generates income for the organization while also ensuring social good for clients. This session is sponsored by Bank of America.

Speakers:• Teree Coldwell-Johnson, One Economy: Building Opportunity for

All• Donna Gallagher, North Carolina Assets Alliance• Shenell Thompson, Brick by Brick Consulting NC, LLC• George Thorn, Bank of America• Leticia Vélez, Vélez Global Enterprises & IC Genius• Carmen Berkley, Planned Parenthood Action Fund (moderator)



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State & Local CSA Policy: Insights on Building Lasting Change | National Harbor 13

This session will focus on the opportunities and challenges faced by elected and administrative policymakers in implementing children's savings programs. Officials from the state and city levels will discuss the reasons they support children’s savings programs and share compelling arguments policymakers and advocates can use to gain additional support from public officials across the political spectrum.

Speakers:• Kaohly Her, St. Paul Mayor's Office• Treasurer Tishaura Jones, St. Louis, MO• Jack Stollsteimer, Pennsylvania Treasury• Shira Markoff, Prosperity Now (moderator)

The State of Latino Financial Well-Being: Programmatic Approaches to Building Wealth | National Harbor 5

Since 1980, the Latino population in the U.S. has nearly quadrupled. By 2060, Latinos are expected to represent about 30% of the population. However, Latinos are overrepresented in Americans living above the poverty line, with a median household wealth of only $6,300. Join us for a discussion on the challenges Latinos face in gaining and maintaining financial stability and how organizations have approached designing products and services to address their unique needs.

Speakers:• Joseph Lopez, Spanish Coalition for Housing• Jaqueline Marcelos, Mission Economic Development Agency• Pedro Zamora, Hispanic Economic Development Corporation• Sabrina Terry, UnidosUS (moderator)



Networking Opportunities & Special Events

Wednesday Evening Reception: D.C. Street FairWednesday, September 5 | 5:30-7 pm | Ballroom Level Foyer

Attendees will mix and mingle with each other and with our dynamic Summit Exhibitors at this D.C. street-fair-themed evening reception. Food carts featuring local dishes and signature drinks will bring the tastes of DC to the Prosperity Summit. Make your way to the foyers outside the Maryland Ballroom, where you’re sure to find something you love!

The D.C. Street Fair is sponsored by Wells Fargo.

Lightning TalksWednesday, September 5 | 5:45-7:30 pm | Maryland Ballroom

Learn about the next big ideas happening in our field during an exciting round of Lightning Talks during Wednesday’s Networking Reception. What are Lighting Talks? They’re eight-minute talks designed to convey new and fresh ideas in a creative presentation. After a call for submissions across the country, we’ve selected a stellar mix of established leaders and new voices in our field to share their ideas and stories. Our Lightning Talks will leave you considering new perspectives and approaches to the issues we face daily. Following each talk, you’ll have an opportunity to engage

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in deeper conversations with the speakers and other attendees over drinks in the lounge area near the stage. Opening remarks by Shelley Marquez of Wells Fargo.

Lightning Talks from:• Patricia Coleman and Annie Jones-Barnes, Coleman & Associates • LaTousha Daniels, Miami Children’s Initiative • William Elliott, University of Michigan/AEDI • Paulina Gonzalez, California Reinvestment Coalition • Rosazilia Grillier, COFI/POWER-PAC Illinois • Keyarash Jahanian, Commonwealth • Alison Lignane, Project Equity • Sonya Passi, FreeFrom • Tom Shapiro, Institute on Assets & Social Policy, Brandeis University • Esther Sullivan, University of Colorado - Denver

Please visit the Summit App for details on Lightning Talk topics and schedule of speakers.

Captioning will be available for the Lightning Talks.

The Lightning Talks are sponsored by Wells Fargo.

Capitol Hill VisitsThursday, September 6 | 1:45-6 pm | Buses depart from outside Maryland Ballroom

Capitol Hill Visits give Summit attendees the opportunity to educate federal lawmakers and their staffers about strategies that build financial health and well-being. Most attendees indicated whether they would participate in the Hill Visits during the registration process, but if you didn’t sign up and want to participate, it’s not too late! Stop by the Hill Visit Desk located on the Ballroom Level Foyer for more information.

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SLightning Talks (cont.)


Advancing Racial and Gender Equity Through the Tax Code: Tax Credits and BeyondThursday, September 6 | 2-5 pm | Chesapeake A-CA Conversation for Funders

Join the EITC Funders Network, the Asset Funders Network (AFN), Closing the Women's Wealth Gap Initiative, Grantmakers Concerned with Immigrants and Refugees (GCIR), Grantmakers Income Security Taskforce (GIST) and the Philanthropic Initiative for Racial Equity (PRE) for a unique funders-only opportunity to explore the linkages between the tax code and racial and gender equity. This briefing is available to foundation representatives and philanthropic advisors and advanced registration is required. For more information, contact Sabine Schoenbach at [email protected] or access registration via the mobile app.

Movie Night on the Potomac: Black PantherThursday, September 6 | 7 pm | National Harbor Plaza

After the Hill visits on Thursday night, we’ve left the night up to you to enjoy the National Harbor . . . and what beats an evening under the stars? There's no better way to enjoy the season than Movies on the Potomac at National Harbor. Grab food to go from one of the delicious dining establishments in National Harbor, and head to the Plaza for a FREE evening of fun for all ages! If this isn't enticing enough, Prosperity Now has worked with the National Harbor to sponsor the showing of Marvel Studio's Black Panther. We hope you enjoy!

Don’t forget to visit the Network Lounge–more info on page 14.

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Plenary Speaker Biographies

For biographies of speakers in other sessions, download the Summit mobile app. Asheesh Advani, Junior Achievement Worldwide; Chair, Prosperity Now Asheesh is the CEO of Junior Achievement (JA) Worldwide, a global NGO dedicated to educating young people about entrepreneurship, financial literacy and workforce readiness. With offices in over 100 countries, JA serves over 10 million young people annually.

Asheesh is an accomplished entrepreneur, having served as CEO of Covestor (a financial marketplace acquired by Interactive Brokers) and Founder/CEO of CircleLending (a social lending company acquired by Richard Branson’s Virgin Group). He helped pioneer the social finance industry by working with regulators and credit bureaus to develop guidelines for peer-to-peer lending. In addition to his role as Chair of the Board at Prosperity Now, he has served as the Board Chair of Credit Builders Alliance upon its founding and has been on the board of one of the nation’s first B corporations and several technology companies. Asheesh’s experiences have been chronicled in case studies at Harvard Business School and Babson College.

He is a graduate of the Wharton School and Oxford University, where he was a Commonwealth Scholar. Asheesh is actively involved with the World Economic Forum as a member of the Global Agenda Council on Employment, Skills and Human Capital.

Janis Bowdler, JPMorgan Chase & Co. Foundation Janis Bowdler is the President of the JPMorgan Chase & Co Foundation, a global leader dedicated to driving inclusive economic growth in communities worldwide. Janis has spent the last two decades advancing economic opportunity for families at risk of being left out of growing global prosperity. She began her career in her native Northeast Ohio, working to rejuvenate Cleveland’s east side neighborhoods. Her passion for helping families move up the economic ladder took her to Washington, DC where she spent ten years advocating on behalf of Latino families at UnidosUS (formerly National Council of La Raza). Janis joined JPMC in 2013 to help the Foundation develop a new approach

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to corporate giving that would increase its impact and advance its mission. Under her leadership the firm has launched several high profile initiatives, including Financial Solutions Lab, PRO Neighborhoods, Entrepreneurs of Color Funds, and blight mitigation initiatives in Detroit, MI. She serves on the boards of Raza Development Fund, Low Income Investment Fund, and Opportunity Agenda. Janis is a proud Latina, yoga teacher, and mom to one daughter and two rescued pit bulls. She lives with her husband and family in Takoma Park, MD

Anne Marie Burgoyne, Emerson Collective Anne Marie Burgoyne is the Managing Director, Social Innovation at the Emerson Collective (EC), where she manages the investment process for non-profit social entrepreneurs and innovators in a wide array of sectors, including education, immigration, social justice and the environment. Her work spans across domestic and international geographies with a focus on strong leaders and strong models that have the capacity to scale and create systems change. Before joining EC, Anne Marie was the Managing Director of the Draper Richards Kaplan Foundation (DRKF) where she made early-stage grants to high-growth, high-impact non-profits including Education Superhighway, Grassroot Soccer, Living Goods, The Mission Continues, One Acre Fund, VisionSpring and Welcoming America. Anne Marie is on the governing boards of College Track, Girl Effect, Stand for Children, The Management Center and Youth Speaks, and she is on the advisory boards of IDEO.org and REDF. She teaches a class at Stanford’s Graduate School of Business called Making Social Ventures Happen by Attracting Financial and Human Capital. Anne Marie received her MBA and a public management program certificate from Stanford University’s Graduate School of Business. She also holds a BA in English and a BS in Economics from the University of Pennsylvania and its Wharton School, respectively. She lives in San Francisco with her husband and two terrific girls and enjoys walking, yoga, cooking, cabaret singing and container gardening.

Camille Busette, Brookings InstitutionCamille Busette is director of the Brookings Institution's Race, Prosperity, and Inclusion Initiative. Prior to Brookings, Camille has held executive positions at the Consultative Group to Assist the Poor, the Consumer Financial Protection Bureau, EARN, PayPal and Intuit. Camille holds a B.A.

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For biographies of speakers in other sessions, download the Summit mobile app.


in political science from the University of California, Berkeley, and an M.A. and Ph.D. in political science from the University of Chicago.

Bill Bynum, HOPE Bill Bynum is CEO of HOPE (Hope Enterprise Corporation, Hope Credit Union and Hope Policy Institute), a family of organizations dedicated to strengthening communities, building assets and improving lives in Alabama, Arkansas, Louisiana, Mississippi and Tennessee. HOPE is a leader in shaping policies and practices that benefit the nation’s persistent poverty areas. Previously, Bynum helped establish nationally recognized programs at Self-Help and at the NC Rural Economic Development Center.

Bynum serves on the boards of the Aspen Institute, NAACP Legal Defense Fund, Prosperity Now and William Winter Institute for Racial Reconciliation. He previously chaired the Consumer Financial Protection Bureau Advisory Board and the Treasury Community Development Advisory Board. A recipient of the University of North Carolina Distinguished Alumnus Award, Bill has been honored by the Aspen Global Leadership Network, Opportunity Finance Network, Ernst & Young/Kauffman Foundation, National Rural Assembly, African American Credit Union Coalition, National Federation of Community Development Credit Unions and Wall St. Journal/Met Life Foundation.

Haidee Cabusora, The Financial Clinic Since joining The Financial Clinic in 2007, Haidee Cabusora worked in varied roles before becoming Chief Program Officer in 2015. Haidee leads the Clinic’s financial coaching and tax preparation services, capacity building supports, research initiatives and policy work, including the Clinic’s participation in a randomized control trial proving that financial coaching can make a measurable difference in household balance sheets. Haidee is a member of Prosperity Now’s Community Steering Committee and formerly of the IRS Taxpayer Advocacy Panel. She has supported two coalitions—the NY Asset Development Coalition and Cash Earners—that helped introduce four legislative bills. Governor Cuomo signed one of those bills in 2016 to expand 529 contributions opportunities at tax filing. Haidee worked as a tax associate at WilmerHale LLP and FoodChange, where she supervised the largest free tax preparation site in the country and their legal services. She holds degrees from Cornell Law School and Columbia University.

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Mayor Melvin Carter (St. Paul, MN) Mayor Melvin Carter is a fourth-generation Saint Paul resident, Saint Paul public school graduate, former Saint Paul City Councilmember and father. Carter has been working to engage, enfranchise and uplift people not only in Saint Paul, but also across the state and nation. His top priorities are: ensuring kids thrive as Saint Paul grows by focusing on early childhood investments and comprehensive support systems; building safer neighborhoods from the ground up by hiring police officers that reflect the city’s diversity and making sure they are well trained and held accountable; and investing in a city that delivers on its promise by ensuring economic growth reaches all areas of St. Paul. Carter holds a Bachelor’s Degree in business administration from Florida A&M University and a Master of Public Policy from the Humphrey School of Public Affairs at the University of Minnesota.

Gary Cunningham, Metropolitan Economic Development Association (MEDA)Gary joined MEDA as President and CEO in August 2014. MEDA’s proven market-based solutions address racial economic inequities by fostering minority business development. For the past two years, MEDA has been recognized as the top performing Minority Business Development Center in the country by the US Department of Commerce. Gary has received numerous awards and recognitions for his commitment to civil rights, education and public policy, including the Minnesota Business (Real Power) 50 award, the Twin Cities’ Business 100 People to Know and the Heartland Group Imagineer Award. He received his B.S. in Public Policy from Metropolitan State University and an MPA from Harvard University's Kennedy School of Government. He is on the board of Prosperity now.

Bob Friedman, Prosperity Now Robert E. Friedman is founder and Chair Emeritus of Prosperity Now, a 39-year old nonprofit dedicated to enlarging economic participation and prosperity for all. Bob helped create the U.S. microenterprise, saving and asset building practice, policy and markets, and the international enterprise development and child savings fields. His third book, A Few Thousand Dollars: Sparking Prosperity for Everyone, will be released by the New Press on October 9, 2018. In it, he argues that everyone needs a nest egg of at least a few thousand dollars to believe in and have a real economic future—as an entrepreneur, educated worker, homeowner, saver and investor—and that we could make this possible for everyone

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without spending another dollar, just by investing our wealth-building tax incentives in everybody rather than just the lucky wealthy few. Bob serves on the boards of Prosperity Now, Ecotrust, the San Francisco, Rosenberg and Friedman Family Foundations.

Jeremie Greer, Prosperity Now Jeremie Greer is Vice President of Policy & Research at Prosperity Now. In this role, Jeremie oversees Prosperity Now's Federal Policy, State & Local Policy, Applied Research and Racial Wealth Divide teams, which are responsible for developing and executing the organization’s policy and research agendas and advocacy strategies.

Previously, Jeremie served as Prosperity Now's Director of Government Affairs. Prior to joining Prosperity Now, he was a Senior Policy Officer at the Local Initiatives Support Corporation (LISC), where he led LISC policy advocacy on an array of federal issues including public housing, workforce development, asset building, green development, community service, smart growth, transportation and community safety. Jeremie also spent time at the United States Government Accountability Office (GAO), where he provided non-partisan and fact-based federal policy analysis to the United States Congress in the areas of housing, community development, workforce, education, human services and environmental protection. He began his career at the community level, working in the Columbia Heights and Shaw neighborhoods in the District of Columbia where he provided capacity-building and technical support to small community-based organizations to help enhance their ability to serve low- and moderate-income D.C. residents.

Jeremie has a Bachelor’s of Social Work from the University of St. Thomas in St. Paul, MN, and a Master’s of Public Policy from George Mason University in Fairfax, VA.

Kate Griffin, Prosperity Now Kate Griffin is Prosperity Now’s Vice President for Programs, providing strategic oversight for the organization’s asset building and financial capability programs, including savings, higher education, homeownership and entrepreneurship. In her tenure at Prosperity Now, she has integrated asset-building services and matched savings programs into other social service systems and partnered with community-based organizations, financial institutions, technology partners and government agencies to strengthen and scale services.

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For biographies of speakers in other sessions, download the Summit mobile app. For biographies of speakers in other sessions, download the Summit mobile app.


She has spent her entire career focused on financial inclusion and helping low-income families build and manage wealth. Prior to Prosperity Now, she worked internationally in the microfinance field, helping to expand savings practices among financial institutions serving low-income households in Asia, Africa and Eastern Europe. She currently serves on Capital One Bank’s Community Advisory Council. Ms. Griffin holds degrees from Kenyon College and American University. She resides in Maryland with her husband and two daughters, and welcomes your tips for raising money savvy kids!

Rajneesh GuptaRajneesh Gupta is a senior executive with Intuit, and leads the Financial Institutions segment for the company globally. With teams spread across 5 countries, he is trailblazing the idea of integrating banking and accounting to help small businesses prosper globally. Previously, Rajneesh has had progressively increasing responsibilities as leader of strategy, analytics, and customer service. He is a bold innovative thinker with an emphasis on delivering delightful outcomes for consumers; he is passionate about helping Intuit power prosperity worldwide though our products and services and in partnership with others.

Before Intuit, Rajneesh had leadership positions with BCG and Capital One. He has an MBA from Indian Institute of Management, Kolkata (India). He lives in Dallas, Texas with his wife and two young kids. In his spare time, Rajneesh practices and teaches meditation. He is a certified instructor with the Art of Living foundation.

Jamie Kalamarides, Prudential Jamie Kalamarides is president of Prudential Group Insurance, which produces and distributes a full range of group life, disability, voluntary and corporate and trust-owned life insurance. Previously, he was head of Full Service Solutions within Prudential Retirement.

Kalamarides is widely recognized as a thought leader on public policy related to workplace benefits. He writes and speaks on financial wellness topics including #WorkandWealth and access to effective lifetime income solutions for all. He is often quoted by industry and consumer press, and speaks frequently at forums hosted by the Aspen Institute, AARP and the U.S. Chamber of Commerce.

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Kalamarides serves on the board of Prosperity Now. He is a graduate of Colgate University and earned an MBA with high distinction from the Amos Tuck School of Business Administration at Dartmouth College.

Russell Krumnow, Convergence Russell Krumnow is the Director of Working Up, the economic mobility project at Convergence, which convenes diverse stakeholders in a dialogue-to-action process to find solutions to tough problems. Previously, he helped build and lead Opportunity Nation, a bipartisan campaign focused on closing the opportunity divide in America. As the campaign’s Managing Director, he led strategy development, worked on policy, served as spokesperson, and regularly presented the Opportunity Index as a tool to drive community change. Additionally, with the non-profit Partnership for Public Service, he built a national outreach campaign aimed at inspiring college students to seek out public service careers. Before that, he planned and implemented student civic education programs, wrote voter education curriculum, and organized on state and national campaigns. Russell is a graduate of Baylor University and earned a Master of Arts in political science at the University of Mississippi.

John Kunze, PayPal (invited)John Kunze brings in-depth knowledge of global payments technology to PayPal. As head of Global Consumer Products, Xoom and TIO Networks, John upholds PayPal’s global consumer product vision for hundreds of millions of customers, in more than 200 markets around the world. John leads a global team charged with deploying and operating consumer products and commercial strategies for PayPal’s products and portfolio of brands, including oversight of Xoom and TIO Networks. Xoom makes it easier, faster, and more secure for people to send money to loved ones abroad, and TIO Networks makes it easy for people to pay their bills, which is important to PayPal’s strategic vision to make the movement and management of money work better for people.

John came to PayPal with the acquisition of Xoom in November 2015. As President and CEO of Xoom, he and his team built one of the most innovative platforms in the digital money transfer and remittance space, with the majority of transactions taking place on a mobile device.

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Ellen Lazar, Vice Chair, Prosperity Now Ellen Lazar is Vice Chair of the Board of Directors of Prosperity Now. She retired from the Federal Deposit Insurance Corporation (FDIC) in 2013, following a distinguished career as an attorney and nonprofit and government executive, focused on consumer protection, community development and affordable housing, nationally and in the Washington, D.C. region. She continues to consult on these issues and also serves on the board of City First Enterprises, a Washington, D.C. community development financial institution.

Ms. Lazar was appointed senior advisor to the FDIC Chairman in 2009. Previously, she held a number of nonprofit, government and philanthropic leadership roles, at Venture Philanthropy Partners (VPP), the Fannie Mae Foundation, Neighborhood Reinvestment Corporation (NeighborWorks America), Enterprise Community Partners and the U.S. Treasury. Ms. Lazar has also served on the boards of numerous organizations. She is a graduate of Queens College of the City University of New York, and the Indiana School of Law at Bloomington.

U.S. Representative Barbara Lee (invited)Barbara Lee is the U.S. Representative for California's 13th congressional district, serving since 1998. She is a member of the Democratic Party and the first woman to represent this district, which is based in Oakland and includes most of northern Alameda County. Lee served as chair of the Congressional Black Caucus from 2009 to 2011.

In 1990, Lee was elected to the California State Assembly; and, in 1996, she was elected to the California State Senate. As a Democrat, she worked successfully with California’s Republican administration in those years and sponsored sixty-seven bills that were signed into law by then-Republican Governor Pete Wilson. Lee’s political agenda focused on issues such as education, public safety, environmental protection, health, labor, and women’s rights. Lee also published a memoir, Renegade for Peace and Justice: A Memoir of Political and Personal Courage (2008).

Lee’s honors and distinctions include receiving the Dean’s Appreciation Award from the University of California at Berkeley School of Social Welfare, and the Willie L. Brown, Jr., Leadership Award, both in 2001. Lee was also nominated for the Alfred R. Nobel Peace Prize. In 2009, The National Urban League honored her with the Congressional Leadership Award;

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and, in 2012, she received the Lifetime Legacy Achievement Award from the United Nations Association. Lee has her B.A. degree in psychology from Mills College and her M.A. degree in social work from the University of California at Berkeley. Lee is the mother of two sons, Tony Lee and Craig Lee.

Andrea Levere, Prosperity Now Andrea Levere has led Prosperity Now as its president since 2004. Prosperity Now is a private nonprofit organization with the mission of ensuring that everyone has the opportunity to gain financial stability, build wealth and achieve prosperity.

In 2013, President Obama appointed Ms. Levere to the National Cooperative Bank’s (NCB) Board of Directors to represent the interests of low-income consumers. In 2017, Ms. Levere was appointed to the Community Advisory Council of the Federal Reserve System and was recently nominated to serve as Vice Chair in 2018 and Chair in 2019. She has been the Chair of ROC USA (Resident Owned Communities USA), a national social venture that converts manufactured home parks into resident-owned cooperatives since its founding in 2008. She is also a member of the FDIC’s Committee on Economic Inclusion, and Morgan Stanley’s Community Development Advisory Board. Ms. Levere served as chair of the board of the Ms. Foundation for Women from 2002-2005, after being on its board since 1998.

Ms. Levere holds a bachelor’s degree from Brown University and an MBA from Yale University.

DeRay Mckesson, Pod Save the People DeRay Mckesson is a civil rights activist focused on innovation, equity and justice. Born and raised in Baltimore, he graduated from Bowdoin College and holds honorary doctorates from The New School and Maryland Institute College of Art. DeRay has advocated for children, youth, and families since he was a teen. As a leading voice in the Black Lives Matter Movement, DeRay has worked to connect individuals with knowledge and tools, and to provide citizens and policymakers with commonsense policies to ensure equity. He is the host of the critically acclaimed Pod Save The People, a weekly podcast creating space for conversation about the most important issues

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of the week, and about making sure people have the information they need to be thoughtful activists and organizers. He is also the author of the forthcoming book, "On the Other Side of Freedom: The Case for Hope." DeRay was named one of the World’s Greatest Leaders by Fortune Magazine in 2015 and one of the 30 Most Influential People on The Internet by Time Magazine in 2016.

Robin McKinney, CASH Campaign of Maryland Robin McKinney, MSW is Co-Founder and CEO of the CASH Campaign of Maryland, a nonprofit that improves the financial security of low-income Marylanders. The CASH Campaign of Maryland is the result of a recent merger between the Baltimore CASH Campaign and the Maryland CASH Campaign. CASH and its statewide network of partners annually prepares 22,000 free tax returns, bringing in $30 million in refunds; provides free financial education and coaching to over 7,000 residents; and advocates for state and federal policies. Robin was previously the Co-Founder and Director of the Maryland CASH Campaign for 10 years. Robin has worked in the field of asset building since 2001, providing direct services, fundraising, advocacy, and program and coalition management. She earned her BSW from Elizabethtown College and MSW from the University of Maryland, Baltimore School of Social Work, where she co-founded the Financial Social Work Initiative. Robin is a board member of Prosperity Now.

Ranye Mclendon, NPower BaltimoreRanye Mclendon was born and raised in Baltimore, Maryland. Currently, she is studying Computer Engineering with an interest in Robotics. She plans to graduate with her masters in Computer Engineering. In addition to completing school, she is creating a website that allows students to search different volunteer opportunities in Baltimore City. She plans to have the website completed by the end of 2018. Also, she is participating in Prosperity Now’s Youth Council, because she wants to teach young people to make better financial decisions. She has a passion for technology and the community. She hopes to be a voice and role model for young people interested in STEM. Overall, she wants to help people make better life decisions based on my experiences.

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Elsie Meeks, Lakota Funds Elsie M. Meeks served as state director of the United States Department of Agriculture (USDA) in South Dakota from 2009 through 2015. Prior to joining USDA, Ms. Meeks was the president and CEO of First Nations Oweesta Corporation. She was active in the development and management of Lakota Funds, a small business and microenterprise development financial institution on the Pine Ridge Indian Reservation. She also served on the U.S. Commission on Civil Rights, completing a six-year term. She is a recent past director of Northwest Area Foundation, has served as a director or council member of several national Native American organizations and currently chairs the Advisory Council for the Center for Indian County Development at the Federal Reserve Bank of Minneapolis. She also serves on the board of Lakota Funds, Thunder Valley CDC, Oglala Sioux Lakota Housing and the Federal Home Loan Bank of Des Moines.

David Newville, Prosperity Now David Newville is Director of Federal Policy at Prosperity Now, where he oversees Prosperity Now’s federal policy and advocacy work.

David was previously a Senior Policy Advisor in the U.S. Department of the Treasury’s Office of Consumer Policy. His work focused on emerging payments innovations, consumer financial protection regulations, small-dollar credit products and financial inclusion issues. Prior to that, David was a Policy Manager at the Center for Financial Services Innovation (CFSI), where he focused on financial services policies for underserved consumers in specific areas such as prepaid debit cards, nonbank financial regulation, small-dollar credit and financial access barriers. He also worked on improving savings and financial services policies for low- and moderate-income individuals at the New America Foundation’s Asset Building Program. Before coming to Washington, DC, David worked on state child care, early childhood education, and health care policy and advocacy issues at Illinois Action for Children. He was also a producer for Chicago Public Radio, where he worked on a variety of news, public affairs and music productions.

David is a graduate of the Gerald R. Ford School of Public Policy at the University of Michigan and Grinnell College.

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Nisha Patel, Robin Hood Foundation Nisha Patel is Managing Director, Narrative Change & National Initiatives at Robin Hood. She has more than two decades of experience leading and implementing initiatives to increase economic opportunities for low-income families. She was most recently executive director of the US Partnership on Mobility from Poverty at the Urban Institute. Supported by the Bill & Melinda Gates Foundation, the Partnership assembled 24 leading voices to identify ideas for investment to dramatically increase mobility from poverty in America. She previously served in the Obama administration as director of the Office of Family Assistance within the Department of Health and Human Services, overseeing a $17 billion annual portfolio of grants that foster family economic security, including the Temporary Assistance for Needy Families (TANF) program. She is a summa cum laude graduate of Vanderbilt University and holds an MSW with a concentration in social and economic development from Washington University in St. Louis.

José Quiñonez, Mission Asset Fund José Quiñonez is founder and CEO of Mission Asset Fund, an award-winning nonprofit with models for integrating financially excluded, low-income communities into the financial mainstream. He is a former congressional legislative assistant and nonprofit lobbyist who advocated for federal policy change on immigration, hunger and welfare reform. In 2012, Quiñonez was appointed inaugural chair of the Consumer Advisory Board to the Consumer Financial Protection Bureau. He also serves on consumer advisory boards for the Federal Reserve Bank of San Francisco, US Bank, Experian and Capitol One. Quiñonez has received MacArthur, Ashoka and Aspen Institute fellowships, as well as the James Irvine Leadership Award and Princeton University’s Distinguished Alumni Award, among others.

Ida Rademacher, The Aspen Institute Ida Rademacher is vice president at the Aspen Institute and executive director of Aspen financial security program—a leading national program dedicated to solving the most critical financial challenges facing America’s households and to shaping policies and products that enable all Americans to become more financially stable and secure. Ida combines a passion for creating deeply shared prosperity with a background in consumer insights and policy research. Her expertise on a range of consumer finance, retirement and tax policy topics makes her a frequent resource for journalists and policymakers at all levels of government. Previously, Rademacher served in research and leadership roles with Prosperity

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Now (formerly CFED), the Center for Applied Behavioral and Evaluation Research at AED and the Aspen Institute economic opportunities program. She currently serves on the boards of Common Cents Lab, EARN and the Financial Clinic.

Mike Rizer, Wells Fargo Executive Vice President Michael (Mike) Rizer is the Head of Community Relations for Wells Fargo & Company. In this role he manages the community development and philanthropy teams companywide that are responsible for community outreach, stakeholder engagement, charitable contributions and reputation risk.

He is active in the community and serves on the board of Queens University and the advisory board for the University of Dayton College of Arts and Science, as well as boards of the National Center for Healthy Housing, Renaissance West Community Initiative and Leading on Opportunity.

Rizer received his BA cum laude from the University of Dayton and his JD from the University of Cincinnati, and resides in Charlotte, NC with his wife Jo. They have two daughters, Clare and Rachel.

Rashad Robinson, Color Of Change Rashad Robinson is the President of Color Of Change, the nation’s largest online racial justice organization. Driven by over one million members, Color Of Change builds power for Black people and Black communities, moving decisionmakers in corporations and government to create a more human, less hostile world for Black people and all people. Under Rashad’s leadership, Color Of Change has developed winning strategies to change both the written and unwritten rules of key sectors that affect Black people’s lives: Silicon Valley, Hollywood, Wall Street, Washington and capitals around the country. Successful Color Of Change strategies have been profiled in The New York Times, Washington Post, Fast Company and Hollywood Reporter and on CNN, NPR, PBS and MSNBC. In 2015, Fast Company named Color Of Change the 6th Most Innovative Company in the world, and in 2016, the Stanford Social Innovation Review profiled Color Of Change. Rashad is the proud recipient of awards from organizations as varied as ADCOLOR, the United Church of Christ and the Martin Luther King, Jr. Memorial Foundation. He serves on the boards of Demos and the Hazen Foundation.

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Mayor Libby Schaaf (Oakland, CA) Inaugurated in January 2015, Mayor Libby Schaaf launched an agenda to elevate one of America’s most diverse and progressive cities into an equitable and resilient city. Born and raised in Oakland, she leads the City’s efforts to offset the cost of living crisis, reduce crime, improve transit and infrastructure, and expand educational and career opportunities for the most vulnerable residents. Mayor Schaaf has received national attention for launching the Oakland Promise, an education initiative that will triple the number of college graduates from Oakland by 2025. To date, the program has sent 1,000 high-schoolers to college and will provide every baby born into poverty in Oakland with a $500 college savings account. Her “17K/17K Plan” protects low-income households from displacement while producing 17,000 new housing units by 2024. Mayor Schaaf is committed to revitalization that preserves and celebrates Oakland’s diversity and leads to direct prosperity for long-time residents and newcomers.

Joe Sanberg, CalEITC4MeJoe believes that everyone who works should be able to afford life’s basic needs and live with financial security. He founded the Golden State Opportunity Foundation to expand financial security to the millions of Californians who work hard yet experience constant financial stress. Joe has been the leading advocate for the state’s new Earned Income Tax Credit (EITC) for low-income families. Joe not only lobbied California to pass the credit, but in 2015 when the state didn’t allocate enough money for outreach, Joe created CalEITC4Me. This community organizing program has connected 2 million working California families with $4 billion of state and federal Earned Income Tax Credits. Last spring, CalEITC4Me led a grassroots organizing campaign that won a massive expansion of California’s EITC so that in the 2017 tax season, 3x more working families have been able to earn the Cal EITC. To date in 2018, 1.4 million Californians have claimed the credit.

SongRise SongRise is a DC-based women's social justice a cappella group. SongRise’s goal is to inspire action through song. We use our music to support the fight for social change and advocacy. We endeavor to encourage perseverance, raise awareness and break down barriers. We hope that our listeners will walk away feeling energized to continue the fight for social justice or to start contributing to a cause they are passionate about.

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Gloria Steinem, Writer, Lecturer, Political Activist & Feminist Organizer

Gloria Steinem is a writer, speaker, activist and feminist organizer. She co-founded New York Magazine and Ms. Magazine, where she remains a consulting editor. She has produced a documentary on child abuse for HBO, a feature film about the death penalty for Lifetime, and WOMAN, a series of eight documentaries for VICELAND about violence against women in eight countries, from the United States to Zambia. She is also the subject of The Education of a Woman, a biography by Carolyn Heilbrun, and HBO’s “Gloria: In Her Own Words." Her books include the bestsellers My Life on the Road, Revolution from Within, Outrageous Acts and Everyday Rebellions, Moving Beyond Words, Marilyn: Norma Jean, on the life of Marilyn Monroe, and in India, As If Women Matter. She was a member of the Beyond Racism Initiative, a three-year effort to compare racial patterns in South Africa, Brazil and the United States. She co-founded and serves on the boards of the Women's Media Center, Equality Now and Donor Direct Action, and is a frequent speaker on campuses and in the media. She is an advisor to TIME'S UP, part of a global movement against sexual harassment and violence. In 2013, President Obama awarded her the Presidential Medal of Freedom, the highest civilian honor. She lives in New York City.

Shenell Thompson, Brick by Brick Consulting Shenell Thompson is the Founder of Brick by Brick Consulting NC. The primary focus of Brick by Brick is to facilitate open dialogue, while addressing the implicit bias, systems and barriers that perpetuate disparities in education, healthcare, social justice and financial stability for households of color and women. She leads this work through strategic planning, leadership development, motivational speaking, financial capabilities training and financial coaching.

With more than 15 years of experience as a financial educator, certified credit counselor, housing counselor and financial coach, Shenell found her passion in asset building efforts and serves on the steering committees of the North Carolina Asset Alliance, Southern Regional Asset Building Coalition and Prosperity Now. She sounds a clarion alarm to organizations, encouraging them to identify the systemic barriers and policies implemented that negate the success of those they serve.

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RS Mayor Michael Tubbs (Stockton, CA)

Michael Tubbs is the first African-American Mayor of Stockton, California, and the youngest mayor in American history of a city of more than 100,000 people. Before being elected Mayor in November 2016, Michael served as the City Councilmember representing Council District 6, the district where he grew up. Michael graduated with an International Baccalaureate diploma from Franklin High School. He then attended Stanford University, graduating with a Bachelor’s Degree with honors and a Master’s degree in Policy, Leadership and Organization Studies. He is a Truman Scholar and recipient of the highest university award, the Dinkelspiel. As a Councilmember, he championed the creation of the City’s Office of Violence Prevention, founded Reinvent South Stockton Coalition and led the South Stockton Promise Zone planning efforts. As Mayor, he is working to reinvent Stockton into a community of opportunity by focusing on violent crime, economic development, collective impact strategies and improving education.

Tanzina Vega, The Takeaway

Tanzina Vega is the host of The Takeaway. She reports and speaks on issues of race, media, and inequality in the United States. She is also an Eisner Fellow at the Nation Institute, author of the forthcoming book "Uppity," and a Ferris Professor of Journalism at Princeton University.

Tanzina has contributed to CNN, CNNMoney, WNYC Radio, Reuters television, Billboard magazine and The New York Times, where she won an Emmy award for outstanding new approaches in documentary media and various awards from the National Press Photographers Association.

NPR’s Code Switch called her one of their “Journalists — Of Color! — To Watch” and The Huffington Post listed Tanzina as one of the 40 top Latinos in American media.

Napoleon Wallace, North Carolina Department of CommerceNapoleon Wallace serves as the Deputy Secretary for Rural Economic Development and Workforce Solutions at the North Carolina Department of Commerce. In this role, he manages the Department’s support for North Carolina’s rural communities, leading a team of specialists that help communities make the necessary preparations and infrastructure investments to attract business and spur economic growth. He also directs


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the Department’s efforts to strengthen the state’s workforce programs and streamline the service delivery to both jobseekers and employers.

With more than 15 years of experience in finance and community economic development, Napoleon has served in various roles of increasing responsibility throughout his career. Prior to his current role, he served as the Social Investment Officer at the Kresge Foundation, focusing on making program- and mission-related investments in health and human services.

Earlier in his career, Napoleon served on the executive staff at Self-Help, where he managed several community and economic development initiatives, including small-business lending, financial institution turnarounds, mergers, portfolio acquisitions, community development real estate projects and retail strategy. Napoleon also worked as an investment banker with Wachovia Capital Markets (now Wells Fargo Securities) and as a community banker with M&F Bancorp’s Commercial Credit group.

Napoleon is a native of Pitt and Beaufort counties, the proud son of a teacher and a small-business owner. He earned a Bachelor of Science degree in finance from North Carolina Central University and an MBA from the University of North Carolina’s Kenan-Flagler Business School.

Mayor Victoria Woodards (Tacoma, WA)Mayor Victoria Woodards has a strong record of public service. She served in the United States Army, and held leadership roles with Tacoma Metropolitan Parks and the State Commission of African American Affairs. She was also the President of the Tacoma Urban League and Director of Community Development for the Tacoma Rainiers.

Mayor Woodards served seven years on the City Council, and led the Equity and Empowerment initiative that launched the Office of Equity and Human Rights, brought organizations together for President Obama’s My Brother’s Keeper initiative, and spearheaded Project PEACE, bridging community members with the Tacoma Police Department. She champions important issues on affordable housing, transportation, economic development, public safety and family wage jobs in leadership positions on several boards and commissions.

Mayor Woodards serves as Co-Chair of the National League of Cities Council on Youth, Education and Families, and was selected to participate in the National League of Cities Mayors’ Institute on Opioids.

2018 PROSPERITY SUMMIT n SEPTEMBER 5-7, NATIONAL HARBOR, MD2018 PROSPERITY SUMMIT n SEPTEMBER 5-7, NATIONAL HARBOR, MD68PAGE 2018 PROSPERITY SUMMIT n SEPTEMBER 5-7, NATIONAL HARBOR, MD

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Thank you for helping our community become a better place

Bank of America recognizes the leaders who devote so much to our community. You are a precious resource and an inspiration to us all.

Visit us at bankofamerica.com/local

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© 2018 Citigroup Inc. All rights reserved.Citi and Citi with Arc Design are registered service marks of Citigroup Inc.

Making a Difference in Communities Across the U.S.

According to Prosperity Now, nearly half of households in the United States do not have a basic safety net to weather emergencies or prepare for future needs, such as a child’s college education or homeownership.

As communities across the U.S. face daunting and complex challenges, from a lack of affordable housing to rising household financial vulnerability, Citi is working alongside clients, municipal leaders and leading civil rights and community organizations to develop solutions that result in greater financial resilience and access to opportunities for those too often left behind.

To learn more, visit www.CitiCommunityDevelopment.com


TBDWe can’t wait to see you at the 2020 Prosperity Summit!

September 30-October 2, 2020

A Few Thousand Dollars: Sparking Prosperity for EveryoneBy Robert (Bob) Friedman

“The American people—all the American people, especially those who have been left out and sidelined by past investments—deserve a realistic chance at going to college, buying a home starting a business. This is the way an economy grows.” —from A Few Thousand Dollars

A copy of A Few Thousand Dollars is in your Summit bag – a gift to you from the author, Prosperity Now Founder Bob Friedman.

On sale October 9th

Find Bob throughout the Summit and he’ll personally inscribe your book!

2018 PROSPERITY SUMMIT n SEPTEMBER 5-7, NATIONAL HARBOR, MD2018 PROSPERITY SUMMIT n SEPTEMBER 5-7, NATIONAL HARBOR, MD70PAGE 2018 PROSPERITY SUMMIT n SEPTEMBER 5-7, NATIONAL HARBOR, MD2018 PROSPERITY SUMMIT n SEPTEMBER 5-7, NATIONAL HARBOR, MD

Prosperity Now honors the memory of our friend and colleague Bill Schweke.

A co-founder (and the first employee) of what was then “the Corporation for Enterprise Development,” Bill played a singular role in defining and implementing a progressive vision of economic development that is his legacy today.

His passing is a loss to all of us, and his wife Lucy Gorham and their son Nate remain in our thoughts.

Together, we carry forward the values that Bill held so dearly—economic justice and development, fairness,

community, innovation, integrity and inclusion.


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Photo By: Gaylord National Resort

!

Gaylord National Resort & National Harbor!

Explore the

Located on the Potomac River, just minutes from downtown Washington, D.C., the Gaylord National Resort and National Harbor have so much to offer you – it will feel more like a vacation than a work trip!

As you can tell, the Gaylord is spectacular! From the waterfront views to the stunning glass atrium letting in all the September sun to the shops & restaurants; we bet you didn’t even think to ask about the indoor pool, spa and state-of-the-art fitness center. Early riser? Grab a coffee at the Cocoa Bean. Night Owl? Enjoy the views of DC and dance the night away at Pose Rooftop Lounge. Looking for a spot to catch up with other attendees? Head to the Belvedere Lobby Bar or the National Pastime Sports Bar in the Atrium for cocktails. The possibilities are endless.

After exploring the Gaylord, go discover the beauty & happenings of National Harbor. It’s more than a destination, it’s an experience. Step outside of the Prosperity Summit and catch the sunset along the water, see the view of DC’s skyline from the Capital Wheel or grab a bite to eat at one of the many restaurants. With all the things to do, you'll not only have a blast at the Summit but in your free-time too.

Check out the directory on the next page & stop by the Information Desk to learn about the “Show Your Badge & Save” program.

2018 PROSPERITY SUMMIT n SEPTEMBER 5-7, NATIONAL HARBOR, MD 71PAGE


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National Office

1200 G Street NW, Suite 400

Washington, DC 20005

Ph: 202.408.9788

Email: [email protected]

prosperitynow.org

@ProsperityNow facebook.com/ProsperityNow.org prosperitynow.org/blog@ProsperityNow

About Prosperity Now

Prosperity Now (formerly CFED) believes that everyone

deserves a chance to prosper. Since 1979, we have helped

make it possible for millions of people, especially people

of color and those of limited incomes, to achieve financial

security, stability and, ultimately, prosperity. We offer

a unique combination of scalable practical solutions,

in-depth research and proven policy solutions, all aimed

at building wealth for those who need it most.


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