Bank On Washington Forum 2022

Bank On Washington is thrilled to host our signature Bank On Washington annual forum in person in 2022 after two years of virtual gatherings!

The forum will center on understanding who are the un-and under-banked in Washington, exploring their financial service needs, and crafting community-led solutions together. We will explore the experience of folks who are furthest from opportunity and have been historically and are currently excluded from mainstream financial services. On Day One we’ll focus on the strengths of our communities, and on Day Two we’ll tackle structural changes and solutions.

Throughout both days, we hope that we can reconnect as a community of providers, reignite our passion for supporting the financial wellness of all Washingtonians, and build solutions based on the resilience of all communities, as we emerge together from the isolation and challenges of the pandemic. Join us on our mission as we collectively move to action, elevating solutions so all Washingtonians can achieve financial well-being!

Who should attend? Financial institutions,asset-building coalitions, community-based organizations, government and policymakers, and anyone dedicated to the financial well-being of all Washingtonians!

Registration is now open!

*Nonprofit discount of $75 is available with coupon code: Nonprofit22

If cost is a barrier to attendance, please reach out to request a scholarship: jennifer@fenwa.org 

AGENDA

Day One – Strengths of our Communities

10:30     Welcome

10:45     Session A – Opening Plenary: Who are the un- and under-banked in Washington State and what are their financial services needs?

• • Laura D’Alessandro, Local Initiatives Support Coalition (LISC)
  • Devin Stubblefield, Faith Finance Center
  • Clinton Taylor, Your Money Matters Financial Mentoring              

12:15     Lunch

1:15       Workshop Sessions

• Session B – Increasing customer success through participant-centered financial coaching
  • Salvador Alanis-Valadez, Express Credit Union
  • Laura D’Alessandro, Local Initiatives Support Coalition (LISC)
  • Devin Stubblefield, Faith Finance Center
  • Thushari Gooneratne, JP Morgan Chase

• Session C – Building strong partnerships with financial institutions – What community-based organizations need to know
  • Erwin Reeves, FDIC
  • Adam Stein, Columbia Bank
  • Josh Hoines, Columbia Bank
  • Ryan Davis, Washington Asset Building Coalition

Break

2:45       Workshop Sessions – Un- and under-banked communities: barriers, strengths, and solutions

• Session D – Working With Youth
  • Stephen Kurtz, Gesa Credit Union
  • Sierra Rogers, Mockingbird Society

• Session E – Serving Latinx Communities Across the State
  • Fernando Arra, Seattle Credit Union
  • Samuel Johnson, DFI & Central Washington Hispanic Chamber
  • Janet Torres Garcia, El Centro de la Raza

Break

4:15       Session G – Closing Day One: Ensuring our solutions are community-led

• Andrea Alexander, Tribal Technology Training
• Clinton Taylor, Your Money Matters Financial Mentoring

Day Two – Structural/Systems Changes

7:30       Breakfast

8:30       Session H – Opening Day Two: Local Bank On Success Stories

• Barbara Maxwell, Blue Mountain Action Council/Walla Walla Asset Building Coalition
• Michael Dotson, Banner Bank
• Paula Slaye, Yakima Asset Building Coalition
• Dave Gilbreath, Yakima Asset Building Coalition

Break

9:30       Session I – Credit as a Racist Time Machine

• Sarah Quinn, University of Washington

10:15 Workshop Sessions – Financial Products, Programs and Services

• Session J – Breaking Down Banking Barriers
  • Paul Baudin, Express Credit Union
  • Becky House, American Financial Solutions
  • Tim Jumper, Sound Outreach
  • Denise Powell, 1st Security Bank

• Session K – Access to Safe & Affordable Credit
  • Dion Cook, Denkyem Co-Op
  • Jenefeness Franke, Fiscal Finesse
  • Lisa Priest Hill, First Fed Bank
  • Maria Sennett, Credit Builders Alliance

Break

11:30     Session L – Integration and solutions planning

Forum Closing

1:00 pm  JUST ANNOUNCED - Join us for a networking lunch! Boxed lunches provided by the Washington Asset Building Coalition. Stay and network, or take one for the road!