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2014 RAISE Texas Training and Summit

May 05–07, 2014 San Antonio

The 2014 RAISE Texas Summit, "Creating Financial Capability Opportunities for all Texans," on May 7 will provide information, tools and data on emergency and college savings, access to safe and affordable small dollar loans and other wealth-building assets.

Too many working families in Texas struggle to pay monthly expenses and consider saving for the future a luxury they cannot afford. Without savings, families have few financial options available when faced with emergencies. RAISE Texas partners provide financial capability tools and activities throughout the state that empower their clients to save, to weather the occasional financial crisis and to reach their family financial goals.

Attendees of the RAISE Texas Summit:

  • Learned more about these tools, resources and activities
  • Networked with a broad cross-section of participants and supporters who are:
    • Developing and expanding financial coaching and counseling programs
    • Implementing high-impact savings innovations for children, college, emergencies and tax time
    • Offering a new payday lending alternative


Monday, May 5, 2014

Financial Coaching Training—FRB Dallas, San Antonio Branch

8 a.m.–4:30 p.m.

Hosted by TSAHC and NeighborWorks

Tuesday, May 6, 2014

Financial Coaching Training—FRB Dallas, San Antonio Branch

8 a.m.–4:30 p.m.

Hosted by TSAHC and NeighborWorks

Pre-Summit Events

2:30–5:30 p.m.

Summit Check-in—FRB Dallas, San Antonio Branch

2:30–5:00 p.m.

Two Pre-Summit Workshops for Nonprofits—FRB Dallas, San Antonio Branch
(Limited seating on a first-come, first-served basis)
These workshops are for nonprofit leaders who are planning to implement or expand these services or products in their organizations.


Workshop 1: Small Dollar Loan Alternatives

Moderated by Ann Baddour, Texas Appleseed
Howard Porter, Texas Community Capital - Presentation
Mary Burnett, On the Road Lending - Presentation
David Clay, Fort Worth City Credit Union - Presentation
Amelia Erickson, Society of St. Vincent de Paul - Presentation


Workshop 2: Savings Initiatives

Moderated by Don Baylor, Center for Public Policy Priorities
Lauren Rosen, Center for Public Policy Priorities
Erin Trytten, United Way of Greater Houston
Leanne Mulholland, Coastal Community and Teachers Credit Union
Terry Johnson, Next Ventures Inc. - Presentation

5:30–7 p.m

Reception—Embassy Suites Riverwalk Hotel
A free shuttle will be provided for transportation between the branch and Embassy Suites and from Hyatt Place to Embassy Suites.

Wednesday, May 7, 2014

Funder Briefing—Embassy Suites Riverwalk Hotel

7:30 a.m.–8:30 a.m.

Financial Coaching Information Session (for funders only)

Summit—Embassy Suites Riverwalk Hotel

8 a.m.

Check-in and Continental Breakfast

8:30 a.m.

Welcome and Opening Remarks

Alfreda B. Norman, Federal Reserve Bank of Dallas
Blake Hastings, Federal Reserve Bank of Dallas, San Antonio Branch

8:40 a.m.

Creating a Financial Empowerment City in Texas
See a showcase of the work being done in San Antonio.

Richard Keith, City of San Antonio - Presentation

9:10 a.m.

Creating Financial Capability Opportunities for all Texans
Learn about cutting-edge successes and initiatives led by RAISE Texas and its members.

Woody Widrow, RAISE Texas

9:35 a.m.

Increasing Financial Coaching Services and the Financial Capability Field in Texas
Hear about the latest in financial coaching in Texas.

Moderated by Lauren Gates, RAISE Texas
Karen Serna, Foundation Communities
Rebecca Fritze, YWCA of Metropolitan Dallas

10:10 a.m.

Expanding the Savings Agenda
Find out what’s happening with tax time savings, emergency savings and college savings.

Moderated by Don Baylor, Center for Public Policy Priorities
Lauren Rosen, Center for Public Policy Priorities
Gina McNeal, Border Federal Credit Union
Sarah Janecka, United Way for Greater Austin

10:45 a.m.

Developing a Small Dollar Loan Alternative across Texas
Get the latest on the small dollar loan program.

Moderated by Ann Baddour, Texas Appleseed
Paula Upchurch, Cornerstone Credit Union League
Katherine von Haefen, United Way of Greater Houston
Councilman Diego Bernal, City Council District 1, San Antonio

11:30 a.m.

Move to tables by topic


Moving Your Agenda Forward in Your Community
Using ideas from morning topics (Financial Coaching, Savings Initiatives, and Small Dollar Loan Alternatives), review the current landscape in your community and discuss potential next steps and priorities to expand or implement financial capability activities in 2014–15.

12:15 p.m.

Luncheon and Keynote


Major CFPB Initiatives for Improving Consumer Financial Capability

Zixta Martinez , Consumer Financial Protection Bureau

1:45 p.m.

What Needs to Be Done in Texas? How Do We Get There?
Through roundtable discussions, organized by geography, summit participants will build on the morning roundtable discussions. What are the current priorities for the RAISE Texas Network, and what are our goals for the coming year(s)? How is your community going to help us reach those goals?

2:45 p.m.

Wrap-up and Closing Remarks

3 p.m.


Financial Coaching Training Opportunity
The summit was preceded by a financial coaching training on May 5–6, hosted by the Texas State Affordable Housing Corporation (TSAHC) and NeighborWorks America.

Funder Briefing: Financial Coaching
Funders attended a special briefing on May 7 about the growth of financial coaching strategies across Texas and recommendations for collective action.