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RAISE Texas Summit 2018

Increasing the Financial Health and Resilience of Texans

December 05–06, 2018 Dallas Fed

Hosted by RAISE Texas and the Federal Reserve Bank of Dallas

Many Texans do not have the financial resilience necessary to deal with an emergency, a large unanticipated expense, or worse, a natural disaster or loss of a job. It is essential to have the resources and tools available to help increase the financial health of families in Texas. But, we also know that there are still limitations to the daily systems in place to help families manage their finances to cover family needs, some of the family “wants” and to save for the future or unexpected expenses.

The RAISE Texas 10th Anniversary Summit focused on the tools, programs and services available to help Texans take control of their finances daily, provide opportunities to invest in their future and increase their ability to get through every season of life.


Wednesday, December 5

Funder Briefing

8:00–11:00 a.m.

AFN Meeting (for funders only)

Plenary Sessions

11:00 a.m.

Summit Check-in and Networking

11:30 a.m.



Welcome and Introductions
Roy C. Lopez, Federal Reserve Bank of Dallas
Tim Morstad, AARP Texas and RAISE Texas Board Chair

12:15 p.m.

Resilience Through a Racial Equity Lens
Introduction: Wende Burton, Communities Foundation of Texas
Keynote: The Rev. Starsky D. Wilson, Deaconess Foundation

1:00 p.m.

Responding to the Wealth Gap: A Texas Perspective
Moderator: Yvette Ruiz, JPMorgan Chase
Zoraima Diaz-Pineda, Community Development Corporation of Brownsville
Stephanie Hoopes, United Way ALICE Project
Dena Jackson, Dallas Women’s Foundation
Stephen Jordan, The Institute for Sustainable Development

2:00 p.m.


Breakout Sessions

2:30 p.m.

Breakout Sessions 1 and 2:
(please select one)

Session 1: Large-Scale Savings Initiatives—Including the Latest on Prize-Linked Savings in Texas
Session 2: Texas’ New Financial Coaching Platform

3:45 p.m.


4:00 p.m.

Breakout Sessions 3 and 4:
(please select one)

Session 3: Postsecondary Education—Child Savings Accounts and Savings Programs for College Students

Session 4: Cross-Sector Partnerships—Industries Working Together to Increase Household Financial Capability


5:30 p.m.

Celebrating 10 Years of RAISE Texas

  • Woody Widrow, RAISE Texas
  • Rick Jaramillo, Bank of America

Refreshments will be provided.

Thursday, December 6

Plenary Sessions

8:00 a.m.

Continental Breakfast

8:30 a.m.

Welcome and Opening Remarks
Woody Widrow
Elizabeth Sobel Blum, Federal Reserve Bank of Dallas

9:00 a.m.

Disaster Response to Increase Financial Resilience
Moderator: Jeff Whittington, KERA
Nadia Chandler Hardy, City of Dallas
Kevin Dancy, Federal Reserve Bank of Dallas, Houston Branch
David Dinoff, BCL of Texas

10:15 a.m.


10:30 a.m.

Financial Capability Programs and Services

Moderator: Yoly Davila, BBVA Compass
Wendy De La Rosa, Common Cents Lab
Sandra Huston, Texas Tech University

11:45 a.m.


12:15 p.m.

Financial Perspectives After the Storm

Mayor Patrick Rios, Rockport, Texas

1:30 p.m.

Tour of WiNGS Dallas

2:30 p.m.


For More Information

Email Julie Gunter at with any questions.