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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.

Agenda

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.

Lunch

Noon

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: Ashley Mciver, Communities Foundation of Texas
Keynote: The Rev. Starsky D. Wilson, Deaconess Foundation
Presentation

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, Texas Women’s Foundation
Stephen Jordan, The Institute for Sustainable Development

2:00 p.m.

Break

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
Moderator: Woody Widrow, RAISE Texas
Carolyn Jordan
, Neighborhood Credit Union
Presentation
Bob Rehm, Credit Union Resources, Inc.
Presentation
Steve Wanta, JUST
Session 2: Texas’ New Financial Coaching Platform
Moderator: Lauren Gates, RAISE Texas
Presentation
Luz Contreras
, WINGS Dallas
Becca Fritze, United Way of Greater Houston
Richard Simonds, Family Houston

3:45 p.m.

Break

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
Moderator: Julian Huerta, Foundation Communities
Karen Serna, Austin Community College
Greg Mangum, United Way of Metropolitan Dallas

Session 4: Cross-Sector Partnerships—Industries Working Together to Increase Household Financial Capability
Moderator:Elizabeth Sobel Blum, Federal Reserve Bank of Dallas
Danielle Ayers, Friendship West Baptist Church
Jennifer Wilson, Texas Tech University
Presentation
Cruz Correa, BCL of Texas
Presentation

Reception

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

9:00 a.m.

Disaster Response to Increase Financial Resilience
Moderator: Keith Rhodes, American Red Cross, North Texas Chapter
Nadia Chandler Hardy, City of Dallas
Kevin Dancy, Federal Reserve Bank of Dallas, Houston Branch
David Dinoff, BCL of Texas

10:15 a.m.

Break

10:30 a.m.

Financial Capability Programs and Services

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

11:45 a.m.

Lunch

12:15 p.m.

Closing Keynote
Introduction: Julie Gunter, Federal Reserve Bank of Dallas
Alan Cohen, Child Poverty Action Lab
Presentation

1:30 p.m.

Tour of WiNGS Dallas

2:30 p.m.

Adjourn

For More Information

Email Julie Gunter at julie.gunter@dal.frb.org with any questions.