California Asset Building Symposium

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Holiday Inn Fresno Downtown

1055 Van Ness Avenue

Fresno, CA 93721

United States

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From Getting By to Getting Ahead:

Paving the Way for Financial Success in California

A statewide symposium to support asset building
programs and policies in California

December 4, 2012

Holiday Inn Fresno Downtown
1055 Van Ness Avenue, Fresno, CA 93721

Please reference the California Asset Building Coalition (or CBC) Group Code when you make your hotel reservation to receive the group rate of $91++. These limited rooms are available on a first come, first served basis. Holiday Inn Fresno Downtown can be reached at (559) 233-6650.

Join us as we explore best practices and policies shaping the future of Asset Building with practitioners, experts, policy makers, and industry leaders from across the State. Learn what you can do to help low-income Californians make full use of available resources and build financial stability!

Morning Keynote: Honorable Ashley Swearengin, Mayor of Fresno

Closing Keynote: José Cisneros, San Francisco - Office of Treasurer

Join us for a special reception the night of December 3rd from 6:00 pm - 8:00 pm to meet and greet your colleagues from throughout the State working to advance the goals of houshold financial stability. There is no cost to attend the reception. Special thanks to the Fresno Economic Opportunities Commission for sponsoring and hosting this year's reception. Address: 1920 Mariposa Mall, Fresno, CA 93721. Located just one block away from the Holiday Inn.

Policy Track Workshop Topics:

Asset Building 101: What, Why & How to Integrate Wealth-Building into Programs and Policy– Join us for an introduction to asset building! We will discuss how to empower families and individuals to save their way out of poverty and identify strategies to promote economic self-sufficiency. Hear innovative policy solutions.

Speakers: Pete Manzo, President and CEO of United Way CA;

Jessica Bartholow, Legislative Advocate, Western Center of Law and Poverty;

Tim Lohrentz, Director of the Inclusive Business Initiative

Olivia Calderon, Chair of California Asset Building Coalition

Moderator: Darryl Rutherford, Regional Manager, Federal Reserve Bank of San Francisco

State & Local Policy Wins: Implement. Share. Repeat– In this advanced asset policy session, learn from innovators who took on-- and won-- fights to keep dollars in the pockets of low-income individuals and communities across the State. Join us as we explore the substance of, and the advocacy campaigns behind, policy victories to curb predatory lending in San Jose, create a Responsible Banking policy in Los Angeles, and win key battles for homeowners in Sacramento.

Speakers: Gwendy Donaker Brown, Director of Policy, Opportunity Fund

Sarah Brennan, Director of Policy & Special Projects, Office of Los Angeles City Councilmember Richard Alarcon

Paul Leonard, California Director, Center for Responsible Lending

Moderator: TBD

The Health-Wealth Connection: How Health Impacts Financial Stability – Join a discussion about the implications that health access, care and cost has on an individual and family’s ability to become self-sufficient and build assets in their personal lives. Panels will discuss how to integrate a focus on health into asset building work and how the two are intricately linked. By helping low and moderate income consumers access affordable and comprehensive coverage and care for themselves and their families, asset building organizations will be providing one key stepping stone to financial stability. Hear about initiatives to link these two and how they have been successful.

Speakers: Lauren Leimbach, Executive Director, Community Financial Resources

Tram Quang Nguyen, Alameda County Department of Public Health;

Arnie Becker, Financial Counselor, Fremont FRC

Moderator: Carmen Rita Nevarez, Vice President Public Health Institute

Grassroots Engagement: Organizing & Mobilizing for Prosperity – Join us for a discussion about the importance of directly engaging low-to-moderate income constituents and clients in leading, participating, and supporting advocacy efforts that promote prosperity and financial security. Hear about efforts where constituent involvement was a critical factor for policy success.

Speakers: Kennetha Stevens, Community Organizer, PACT
(People and Congregations Together);

Allison Lasser, Policy and Organizing Director, Sacred Heart Community Service;

Zachary Hoover Executive Director, LA Voice

Moderator: Sheryl Lane, Director of Public Policy, EARN;

Practitioner Track Workshop Topics:

Financial Education 2.0: Value of Incorporating Financial Coaching/Counseling Services – Join us as we discuss the value of incorporating financial coaching/counseling services into existing asset building networks to build capacity and measure impacts of how these services can help families overcome financial barriers.

Speakers: Dairo Romero, Mission Economic Development Agency

Christi Baker, Chrysalis Consulting Group

Saundra Davis, SAGE

Moderator: Kristin Moy, Aspen Institute

Asset Building for College: Local Approaches to Boosting Education Savings & Financial Aid– Join us as we highlight savings programs such as San Francisco’s Kindergarten to College, EARN’s Triple Boost Account and LA Cash for College Campaign.

Speakers: Leigh Phillips, Director, San Francisco Office of Financial Empowerment

Alma Salazar, Vice President of LA Area Chamber of Commerce

Jill Sturm, Financial Services Director, EARN

Moderator: Jacqui Gordon, Community Affairs Specialist, FDIC

Building and Leading Stronger Asset Coalitions: Highlighting Innovative Approaches Expanding Economic Opportunity– Join us as we highlight innovative approaches to expand economic opportunity for all Americans.

Speakers: Sevag Tateosian, Bank on Fresno—United Way of Fresno County

Jenna Churchman, Alameda County Community Asset Network

Catherine Marshall, Capbuilders

Moderator: Jennifer Brooks, CFED

Highlight Innovative VITA Programs: Discover Comprehensive Approaches to Asset-Building– Join us as we highlight VITA programs with a more comprehensive approach to asset-building. Speakers will share how technology, savings programs, and other service integration strategies have helped reach more people.

Speakers: Sandi Truman, Community Action Partnership of Kern County

Kristen Gates, Youth Policy Institute FSC

Victor Ramirez, Citi Community Development

Vino Pajanor, Housing Opportunities Collaborative of San Diego County

Moderator: Jesse Benavides, IRS Stakeholder Relationship Tax Consultant

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Holiday Inn Fresno Downtown

1055 Van Ness Avenue

Fresno, CA 93721

United States

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