This is an invitation-only meeting for coordinators and financial institution partners involved with Bank On programs. Bank On programs are locally-led coalitions of government agencies, financial institutions and community organizations designed to help improve the financial futures of unbanked and under-banked individuals and families.
Bank On programs in Washington State have evolved from a single program offered in Seattle-King County to multiple programs throughout the state. More recently, many locally-formed Washington Bank On programs have been merged into a single statewide program, Bank On Washington, to obtain operational efficiencies. Still, the Bank On program’s most important work remains locally, developing bank products and services that meet the local community’s need and working with local stakeholders to ensure that the community is aware of the program’s opportunities.
There is a lot to be learned on how to reach the unbanked and underbanked and how to develop and promote the types of products and services they need. Fortunately, we are not alone in this initiative. This Bank On Summit includes experts from other states who will share their challenges and successes, and offer advice to the participants on how to increase access to mainstream financial services. This Bank On Summit promises to engage participants in a dialogue on how Washington’s programs can reach more members of our community, and make Washington State a place where banking is for everyone.
I. Introductions & Agenda Review
II. Welcoming Remarks
Jacqui Gordon, Federal Deposit Insurance Corporation
Craig Nolte, Federal Reserve Bank of San Francisco
III. National Perspective on Reaching the Unbanked
Spike Keil, Federal Deposit Insurance Corporation
IV. Bank On Programs in Other States: Challenges & Opportunities
Marco Chavarin, Office of Financial Empowerment, City of San Francisco
Alana Golden, California Department of Financial Institutions
Bill Mills, Bank On Florida
Louisa Quittmann, U.S. Department of the Treasury (invited)
VI. Update on Bank On Washington
Gina Stark, Washington State Treasurer’s Office
VII. Facilitated Discussion on Enhancing Washington State’s Bank On Programs
Devin Stubblefield, Washington Homeownership Resource Center
VIII. Next Steps