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2011 RAISE Texas Learning Forum and Summit
November 1–2, 2011
Federal Reserve Bank of Dallas

Hosted by
Federal Reserve Bank of Dallas and RAISE Texas

November 1: Learning Forum
Taking College Savings Accounts to Scale
This educational event addressed three critical problems facing Texas related to postsecondary education: the low rate of graduation from high school, the low number of students attending postsecondary institutions and the unacceptable rate of Texans completing a degree or certification. A number of financial options and potential solutions will be presented. All include starting savings accounts early in a child’s life. Examples of large-scale rewards and incentives from the public and private sectors were highlighted.

November 2: RAISE Texas Summit
Building a Savings Culture in Texas—Dreams Can Come True
This year’s RAISE Texas Summit focused on successful launches and expansions of savings products and programs and update efforts to build a savings revolution in Texas. Highlights included cutting-edge work on incentivized savings accounts, savings at tax time, children’s savings accounts, financial education and alternative small-dollar consumer loans.

About the Speakers

Agenda

November 1
Learning Forum: Taking College Savings Accounts to Scale

11:30 a.m. Registration
Noon Lunch and Welcome
Texas High School ProjectPowerpoint
John Fitzpatrick

Texas High School Project
1:30 p.m.

An Overview of College Savings Accounts: Options and ChoicesPowerpoint
Carl Rist

Corporation for Enterprise Development

2:00 p.m. State Platforms for College Savings Accounts
  Creating and Testing Social Policy: Evidence from SEED for Oklahoma Kids ResearchPowerpoint
Margaret Clancy

Center for Social Development
Washington University in St. Louis
  Taking College Savings Accounts to Scale Powerpoint
Lynne Ward

Utah Educational Savings Plan
  Texas 529 PlansPowerpoint
Linda Fernandez

Office of the Texas Comptroller
    OpportunityTexas™—Building a Strong Middle Class: The Role of College Savings AccountsPowerpoint
Don Baylor Jr.

Center for Public Policy Priorities
3:15 p.m.   Break
3:30 p.m.   Municipal and Local Platforms
    The Kindergarten to College ProgramPowerpoint
Megan McTiernan

Thomson Family Foundation
    Citi, K2C and KIPP PartnershipsPowerpoint
Debbie Taylor
Citibank
   

Partnership for College CompletionPowerpoint
Karl Reid

United Negro College Fund

November 2
Summit: Building a Savings Culture in Texas—Dreams Can Come True

8:30 a.m. Registration and Continental Breakfast
9:00 a.m. Welcome
Alfreda Norman
Federal Reserve Bank of Dallas
9:05 a.m. Video Premiere: Building a Savings Culture in Texas
9:15 a.m. The Balance Sheet Challenge
Ray Boshara
Federal Reserve Bank of St. Louis
9:40 a.m. RAISE Texas UpdatePowerpoint
Woody Widrow
RAISE Texas
10:00 a.m.   Campaign Success
   

Child Support & Asset Building DemonstrationPowerpoint
Chris Giangreco
Office of the Texas Attorney General

10:30 a.m.   Community Tax Centers
   

Lana Winfrey
North Texas Area United Way

    Karen Serna
Foundation Communities
    Shari Flynn
Lubbock Housing Finance Corporation
11:15 a.m.   Access to Education
   

OpportunityTexas™ —College Access, Success, & the 82nd LegislaturePowerpoint
Don Baylor

Center for Public Policy Priorities

    Smarter TexasPowerpoint
Laura Ewing

Texas Council on Economic Education
11:45 a.m.  

Small-Dollar Consumer Loan Alternative Products and Policies

   

Payday Reform in the 82nd Legislative Session Powerpoint
Ann Baddour

Texas Appleseed

    Community Loan Center: Affordable Small Dollar LoansPowerpoint
Wendy Hanson

United Way of Southern Cameron County
12:15 p.m.  

Lunch

   

Luncheon Address
James Gutierrez
CEO, Progreso Financiero

1:30 p.m.   RAISE Texas—Success Measures
   

Building a Savings Culture in TEXAS: Dreams Can Come True Powerpoint
Larry Garcia

El Paso Affordable Housing CUSO

    Chad Klawetter
NeighborWorks Waco
2:00 p.m.   Opportunity Texas
   

OpportunityTexas™ “Building a Strong Middle Class”Powerpoint
2011 RAISE Texas Summit
Laura Rosen and Don Baylor Jr.

Opportunity Texas

2:40 p.m.   2012 Action Plan
3:00 p.m.   Adjourn
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