2023 Bank On Washington Forum Agenda
Day One – Connect & Expand
9:30-10:30 Registration & Networking
10:30-11:00 Welcome, Reflections on 2022 & Intention-Setting
11:00-12:30 Opening Plenary Panel: What does it mean for BIPOC and marginalized communities to belong in financial services/programs?
- Andrea Alexander, T3 Training & NW Native Asset Building Coalition
- Samuel Johnson, DFI & Central WA Hispanic Chamber of Commerce
- Maria Sennett, Beneficial State Foundation
- Moderated by Devin Stubblefield
12:30-1:15 Lunch
1:15-2:30 Action Squad learning sessions
Youth Financial Belonging:
- Miladys Garcia, Financial Education Public Private Partnership
- Monika Matthews, Life Enrichment Group
- Minda Michelle Mattox, WSECU
- Moderated by John McKenney, WA Office of the Treasurer and Clinton Taylor, Your Money Matters Mentoring
Black Homeownership Initiative
- Marty Kooistra, Civic Commons, Black Homeownership Initiative
- Moussa Samb, HomeSight
- Ali Sheibani, Habitat for Humanity Seattle, King, and Klickitat County
- Darius Toston, Chase
- Moderated by Tierra Bonds, Take Charge Credit Consulting
Microenterprise
- Jenefeness Franke, Fiscal Finess
- Joe Sky-Tucker, Business Impact NW
- Matt Hrdlicka, Umpqua Bank
- Moderated by Erwin Reeves, FDIC
Immigrants & Refugees
- Mary Vargas, Tacoma Community House
- Risho Sapano, Mother Africa
- Elizabeth Escobar, Express Credit Union
- Moderated by Cristina Serra, WaFd Bank
Justice-involved individuals
- Anthony Blankenship, Civil Survival
- Anthony Powers, Seattle Clemency Project
- Masukur Rahman, 1st Security Bank
- Moderated by Becky House, American Financial Solutions & Derek Lane, Lane Consulting
2:30-2:45 Break
2:45-4:00 Trauma-Informed Services
- Ziquora Banks, Verity Credit Union
- Ashley McGirt-Adair, McGirt Counseling & Services & the Therapy Fund Foundation
- Moderated by Mandy Lee, Tacoma/Pierce County Health Department
4:00-4:15 Break
4:15-5:30 Partnerships for financial wellbeing
- Erwin Reeves, FDIC
- Jennifer Quiroz, Financial Empowerment Network
Day Two – Strengthen & Empower
8:00-8:30 Breakfast
8:30-8:45 Opening/Welcome Day Two
8:45-9:30 Reflections from Day One
- Youth: John McKenney, Dept. of the Treasurer
- Black Homeownership Initiative: Tierra Bonds, Take Charge Credit Consulting
- Microenterprise: Erwin Reeves, FDIC
- Immigrants & Refugees: Cristina Serra, WaFd Bank
- Justice-Involved Individuals: Derek Lane, Lane Consulting
9:30-10:00 Gallery Walk & Networking
10:00-11:30 Financial Belonging in Action
- Marty Kooistra, Civic Commons
- Mary Vargas, Tacoma Community House
- Anthony Blankenship, Civil Survival
- Jenefeness Franke, Fiscal Finesse
- Miladys Garcia, Financial Education Public Private Partnership
- Moderated by Jenny Glass, Federal Reserve of San Francisco
11:30-11:45 Break to grab lunch
11:45-12:45 Conversation with Commerce: Small Business Support (working lunch)
- Shiloh Penland and Linda Womack from Commerce’s Office of Economic Development & Competitiveness, Small Business Finance & Community Support Division
12:45-1:30 Bringing it Forward & Closing
1:30-2:00 Networking
*Does your community struggle with obtaining the correct identification required to open an account? Consider staying for a free DFI-sponsored event happening the afternoon of October 24th:
Identification Requirements: Models for Growing Inclusion
Oct. 24, 2023, 2:00 – 4:30 p.m.
Everett Community College, 2000 Tower Street, Everett WA
This event is immediately following the Bank On Washington Conference.
Join the Washington State Department of Financial Institutions for co-learning between community, industry, and government.
