AEI Conference 2018 Agenda

2018 Economic Inclusion & Asset Building Conference

Managing Excessive Household Debt and Implementing Strategies for Savings

 Agenda for September 27, 2018

AGENDA

8:15a – 8:30a                      REGISTRATION

8:30a – 8:40a                      Welcome and Introductions 

8:40a – 9:00a                      Review of Prosperity and Poverty Data in Alabama

                                             AABC Presentation – Kenneth Walker, Executive Director

9:00a – 11:00a                    Creating Sustained Policy and Programs to help Low-Mod Families Realize Debt Reduction

                                             and Savings  - Carmen Shorter, Senior Manager for Learning PROSPERITY NOW

11:00a – 11:10a                  BREAK

11:10a – 11:30a                  Economic Inclusion – What and Why?                            

                                            FDIC Community Affairs – John Olsen

 11:30a – 12:15                    Accessing Safe, Affordable, and Federally-insured Bank and Credit Union

                                             Accounts and Practices

                                            BB&T Bank (Don Burback, Vice President), New Horizons Credit Union (Patricia M. Veal, SVP), 

                                            Bank On South Alabama Initiative and CFE Fellow (Katherine Pitman)

12:15p – 12:25p                LUNCH SERVED

12:25p – 1:00p                   LUNCH PRESENTATION

                                                Frank Knaack, Executive Director of Alabama Appleseed

1:00p – 1:10                        BREAK and DOOR PRIZE 

1:10p – 1:40p                      Debt Overload and Financial Education Counseling -  Danisha Maye, BBVA Compass VP,

                                            Community Relations, Discussion Facilitator;  Mobile Community Action Agency (Lakeisha

                                            Williams); Consumer Credit Counseling Service (Chandra Brown); Taking the Next Step

                                            Organization (Mark Davidson)

1:40p – 1:45p                      DOOR PRIZES

1:45p – 2:30p                      Understanding and Using Volunteer Income Tax Assistance (VITA) PROSPERITY NOW –     

                                             Justin Chu Senior Program Associate, Field Engagement

2:30p – 3:00p                      Alabama Taxpayer Opportunity Network -  Raymond Huff, Tax Consultant, IRS SPEC and

                                            Brad Martin, Mobile United Way IRS VITA Coordinator

3:00p – 3:10p                      WRAP-UP and CLOSING REMARKS