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2011 RAISE Texas Learning Forum and Summit

November 01–02, 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


November 1 Learning Forum: Taking College Savings Accounts to Scale
11:30 a.m. Registration
Noon Lunch and Welcome
Texas High School Project
John Fitzpatrick

Texas High School Project
1:30 p.m.

An Overview of College Savings Accounts: Options and Choices
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 Research
Margaret Clancy

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

Utah Educational Savings Plan
  Texas 529 Plans
Linda Fernandez

Office of the Texas Comptroller
  OpportunityTexas™—Building a Strong Middle Class: The Role of College Savings Accounts
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 Program
Megan McTiernan

Thomson Family Foundation
  Citi, K2C and KIPP Partnerships
Debbie Taylor
  Partnership for College Completion
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 Update
Woody Widrow
10:00 a.m. Campaign Success

Child Support & Asset Building Demonstration
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 Legislature
Don Baylor

Center for Public Policy Priorities

  Smarter Texas
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
Ann Baddour

Texas Appleseed

  Community Loan Center: Affordable Small Dollar Loans
Wendy Hanson

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



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
Larry Garcia

El Paso Affordable Housing CUSO

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

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

Opportunity Texas

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