Plenary Sessions
8:30 a.m. – 9:30 a.m.LOBBYING 101: HILL VISIT PREPARATION
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This session prepares participants to become inspired and committed assets advocates on Capitol Hill for the afternoon Hill visits and in the future. Join an interactive discussion with new and experienced advocates on the "Dos and Don'ts of Lobbying." Learn how to share your expertise in promoting savings, homeownership, education and entrepreneurship to encourage legislative action. Hear recommendations on how to connect with policymakers and ensure a successful interaction, and get a brief overview of nonprofit lobbying rules.
Speakers: Rosalyn Crain (CFED), Carol Wayman (CFED)
10 a.m. – 11:15 a.m.
OPENING PLENARY I: ADVANCING THE ASSETS AGENDA
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Regency Ballroom
Since the 2006 Assets Learning Conference, the asset building field has made great strides in framing and passing legislation to support wealth creation and opportunity at the federal and state levels. However, there is still an urgent need to expand the incentives, policies and products that help families save and build wealth, especially in light of the subprime mortgage crisis. Hear from a diverse group of advocates and policymakers about the top legislative priorities for asset building in the final months of the 110th Congress and beyond, and how we can work together to amplify our impact.
Speakers: Merle Lawrence (Levi Strauss Foundation), Peter Orszag (Congressional Budget Office), Carol Wayman (CFED), Ray Boshara (New America Foundation), Elsie Meeks (First Nations Oweesta Corporation)
11:30 a.m. – 1:15 p.m.
Plenary II: Leveraging Leadership and Markets to Bring Asset Building to Scale
Brought to you by Presenting Sponsor 
Regency Ballroom
Through its investments in organizations such as CFED, Presenting Sponsor Wal-Mart seeks to catapult U.S. savings and asset building practice, policy and markets to a new level of reach and measurable impact. In this plenary, President Margaret McKenna will be joined by other visionary leaders to talk about why their organizations are engaged in asset building, what issues are of interest to them and how they hope to address these issues at scale.
Speakers: Andrea Levere (CFED), Margaret McKenna (Wal-Mart Foundation), Brian Gallagher (United Way of America), Ken Wade (NeighborWorks America), Jeff Hayward (Fannie Mae)
Moderator: Ron Grzywinski (ShoreBank)
8 a.m. – 9:30 a.m.
Plenary III: Nonprofit Innovation in Serving the Underbanked
Brought to you by Initial Platinum Sponsor 
Designed by 
Regency Ballroom
The essential role of access to and use of high-quality financial services as a key to wealth building has been increasingly recognized by stakeholders across the field. Through the Nonprofit Opportunities Fund, the Center for Financial Services Innovation (CFSI) invests in grantees that help connect the financial services industry and the underbanked consumer, serving as a testing ground for pre-market products and new distribution channels. In this session, hear from CFSI and their pioneering nonprofit partners and funders about their innovative work in addressing underbanked consumers' short-term financial needs and promoting their longer-term financial well-being.
Speakers: Ellen Lazar (Venture Philanthropy Partners), Andrew Plepler (Bank of America), Jennifer Tescher (CFSI), Jeff Zinsmeyer (D2D Fund), Steve Zuckerman (Self-Help), Johnette Harnett (National Disability Institute)
12 p.m. – 2 p.m.
Plenary IV: Creating the Investment State
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Regency Ballroom
To allow more Americans to become asset owners and investors, we need to invest in individuals, families and the communities in which we live, especially those at the lower end of the economic spectrum. This plenary will recognize more than a decade of innovative investment in the asset-building field by foundations, donors and policymakers and frame out an ambitious and creative agenda for extending wealth creation opportunities to millions of Americans over the next decade, with a special focus on addressing the racial wealth gap in this country. As part of this plenary, CFED will present the first Assets and Opportunity Innovation Award to a select group of grantmakers.
Speakers: Bob Friedman (CFED), Kilolo Kijakazi (Ford Foundation), Jared Bernstein (Economic Policy Institute), Amanda Feinstein (Walter and Elise Haas Fund)
Moderator: Rick Williams (Realize Consulting)
8 a.m. – 9:30 a.m.
Plenary V: Breakfast with Accountholders
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Regency Ballroom
The always-popular Breakfast with Accountholders provides participants with an opportunity to hear from individual and children's development account holders about their experiences with asset-building programs and the impact made on their lives. Opening remarks will be made by Michael Sherraden.
Speakers: Fred Goldberg (Skadden, Arps, Slate, Meagher & Flom LLP), Michael Sherraden (Center for Social Development), Michael Harley (Accountholder), Joyce Mason (Accountholder), Dennis Matthews (Accountholder), Sunny Suppa (Accountholder)
Moderator: René Bryce-Laporte (Independent Consultant)
12 p.m. – 2 p.m.
Closing Plenary VI: Taking Action Back Home
Brought to you by Innovation
Sponsor 
Regency Ballroom
This interactive plenary will focus on work across the country to build a movement of assets advocates working at all levels of government and ways we can create a “network of networks.” It will highlight efforts to build statewide asset policy coalitions and linkages with advocates in other fields. There will also be opportunities for you to share your policy priorities and ideas for building a movement through instant polling technology and an open mic.
Speakers: Jennifer Brooks (CFED), Don Baylor (Center on Public Policy Priorities), Woody Widrow (RAISE Texas), David Marzahl (Center for Economic Progress), Bob Friedman (CFED)