September 11-13, 2008 : 2008 Assets Learning Conference

Conference Schedule

Wednesday, September 10 | Thursday, September 11 | Friday, September 12 | Saturday, September 13

WEDNESDAY, SEPTEMBER 10

8 a.m. – 5 p.m.

Registration Desk Open
Independence Level
Sponsored by

8:30 am to 5:30 pm

Financial Education Intensive Pre-Conference Session: Content and Skills for Making Financial Education Effective and Engaging
Roosevelt & Arlington

10 a.m. – 4 p.m.

Native Asset Building Pre-Conference Session
Potomac III & IV
Presented by Oweesta Corporation, CFED, Federal Reserve Bank of Kansas City and First Nations
Development Institute

THURSDAY, SEPTEMBER 11

7 a.m. – 5 p.m.

Registration Desk Open
Independence Level
Sponsored by

7am – 8:30am

Continental Breakfast Available
Regency Level Atrium

8:30 a.m. – 9:30 a.m.

Lobbying 101: Hill Visit Preparation
Washington A & B
Brought to you by

10 a.m. – 11:15 p.m.

Opening Plenary I: Advancing the Assets Agenda
Regency Ballroom
Brought to you by

11:30 a.m. – 1:15 p.m.

Plenary II: Leveraging Leadership and Markets to Bring Asset Building to Scale
Regency Ballroom (Buffet lunch will be served)
Brought to you by Presenting Sponsor

1:45 p.m. – 5 p.m.

Capitol Hill Visits ( Buses leave at 1:45 p.m. The first visits will be scheduled for 2:30 p.m.)

1:45 p.m. – 3:15 p.m.

Concurrent Sessions I

POLICY TRACK	PRACTICE TRACK Brought to you by	RESEARCH TRACK Brought to you by Preserving Homeownership Sponsor	INNOVATION TRACK Brought to you by Innovation Sponsor
NO POLICY TRACK DUE TO CAPITOL HILL VISITS	I.1 Involving Teens in Banking and Investing Potomac I Brought to you by Small Business Sponsor	I.7 Rethinking the Middle Class: Financial Insecurity Among the Non-Poor Potomac IV	I.10 Community Development Approaches to Homeownership Lincoln
	I.2 Advancing the Assets Agenda to Americans with Disabilities Potomac II	I.8 Building Assets in Native Communities through EITC and Tax Preparation Fairfax	I.11 Prepaid Cards: Innovations in Creating Financial Access for Underbanked Consumers Potomac VI
	I.3 Assets for Life: Extend Your Agency's Capacity with Allied Professionals Washington A	I.9 SEED Research: A Test of Children’s Development Accounts Jefferson	I.12 New Innovations in Asset Building that Leverage Markets to Reach Scale Prince William I.13 Building Assets/Building Wealth through Shared Ownership - National perspective Potomac V
	I.4 Portable and Relocation IDAs: Moving Beyond Place-Based Asset-Building Programs Potomac III
	I.5 Summoning the Power of Family and Community in Building Assets: The Family Independence Initiative Arlington
	I.6 Credit Union Partnerships for Asset Building and Asset Protection Kennedy

2 p.m. – 5 p.m.

Invitational Business Roundtable: Building Workforce Assets
Washington B
Separate registration required

3:45 p.m. – 4:45 p.m.

Roundtable Sessions I
Sponsored by

1. Finding Better Ways to Reach and Serve Rural Communities Potomac I	2. Outcome Tracker IDA Tour: Web-Based IDA Account Management Potomac II	3. What If You Didn't Get the EITC All At Once? Potomac III	4. Asset Building in Public Housing Potomac IV
5. Financial Social Work: A Successful Long-Term Financial Behavioral Change Model Potomac V	6. Market Expansion: AFI and People with Disabilities Potomac VI	7. Social Security and the Assets Agenda: Complementary Roles Arlington	8. Does Your Native Community Need an IDA Program? Fairfax
9. Learn the CCC: Create Media that Connects with Your Consumers Prince William	10. Homeownership Done Right: Communicating about Homeownership in the Face of the Housing Crisis

6 p.m. – 8:30 p.m.

Assets Policy Champion Awards Reception
(Buses will leave the Hotel at 5:15 p.m. for participants who did not go on Capitol Hill visits. Buses return to the hotel after the reception.)
National Postal Museum
Brought to you by

FRIDAY, SEPTEMBER 12

7 a.m. – 5 p.m.

Registration Desk open
Independence Level
Sponsored by

8 a.m. – 9:30 a.m.

Plenary III: Nonprofit Innovation in Serving the Underbanked
Regency Ballroom (Buffet breakfast will be served)
Brought to you by Initial Platinum Sponsor

10 a.m. – 11:30 a.m.

Concurrent Sessions II

POLICY TRACK Brought to you by Initial Platinum Sponsor	PRACTICE TRACK Brought to you by	RESEARCH TRACK Brought to you by Preserving Homeownership Sponsor	INNOVATION TRACK Brought to you by Innovation Sponsor
II.1 The Role of Cities in Helping People Build Assets Potomac III	II.6 Credit Building is Asset Building Potomac I	II.9 Asset Building and Low-Income Families Fairfax	II.12 Fundraise, Do Taxes and Asset Build at Employer Sites Prince William
II.2 Asset Limit Reform: Policy, Practice, Research and Advocacy Tools Potomac VI	II.7 Helping Housing Authority Residents Move into Unsubsidized Homes Potomac II	II.10 Behavioral Economics and Asset Building: Insights and Applications Potomac IV	II.13 America's Best Kept Saving Secret: U.S. Savings Bonds Potomac V
II.3 Federal Assets Policy Update Arlington	II.8 CDFIs: Policies to Practice Kennedy	II.11 Concentrated Poverty and the Community Context for Asset Development Jefferson	II.14 Asset Building and Entrepreneurship in the Borderlands Lincoln
II.4 Creating a Sustainable Asset Policy Coalition Washington A
II.5 Improving Retirement Coverage for Low- and Moderate-Income Workers Washington B

12 p.m. – 2:00 p.m.

Plenary IV: Creating the Investment State
Regency Ballroom (Buffet lunch will be served)
Brought to you by AFN

2:30 p.m. – 4 p.m.

Concurrent Sessions III

POLICY TRACK Brought to you by Initial Platinum Sponsor	PRACTICE TRACK Brought to you by	RESEARCH TRACK Brought to you by Preserving Homeownership Sponsor	INNOVATION TRACK Brought to you by Innovation Sponsor
III.1 Existing Federal Resources for Matched Savings Programs Washington B	III.5 Children's Development Accounts: Lessons, Opportunities and New Frontiers Potomac I	III.9 The Effect of IDAs on Account Holders: Recent Research Potomac IV	III.12 Emerging Solutions for Short-Term Credit Potomac V
III.2 Developing and Advocating for a State Policy Agenda Potomac III	III.6 Maximizing the Value of Financial Education Washington A	III.10 Education IDAs: Creating Partnerships for Access to Education Fairfax	III.13 Innovative Approaches to Asset Building and Community Development Prince William
III.3 Supporting Children's Savings Accounts: State and Federal Policies Arlington	III.7 Asset Development in Microenterprise Organizations Potomac II	III.11 Preventing Asset Loss: The Role of Insurance Jefferson	III.14 Building Microbusiness Assets Through the Tax Code Lincoln Brought to you by Small Business Sponsor
III.4 Foreclosures and Neighborhoods: The Issues, The Options, The Impact Potomac VI	III.8 Asset Building and Financial Service Advocacy for Immigrant Communities Kennedy

4:30 p.m. – 5:30 p.m.

Roundtable Sessions II
Sponsored by

1. Building Wealth in Communities by Working with Anchor Institutions Potomac I	2. Outcome Tracker IDA Tour: Web-Based IDA Account Management Potomac II	3. Effective Delivery of Savings Programs Through Targeted Initiatives Potomac III	4. Connecting Assets Research to Practice Potomac IV
5. Native Asset Building – Is it a Cultural Fit? Potomac V	6. Community Financial Access Pilot Potomac VI	7. Financing Strategies for Homeownership Preservation Since the Mortgage Crisis Arlington	8. Evaluating IDAs for Education Fairfax
9. Pilot Opportunity: Tax Time Saving with U.S. Savings Bonds Prince William	10. A Conversation About Asset Building with the McCain and Obama Presidential Campaigns Washington A & B

6 p.m. – late

Networking Reception
Regency Ballroom
Brought to you by Small Business Sponsor

SATURDAY, SEPTEMBER 13

8 a.m. – 9:30 a.m.

Plenary V: Breakfast with Accountholders
Regency Ballroom (Buffet breakfast will be served)
Brought to you by

10 a.m. – 11:30 a.m.

Concurrent Sessions IV

POLICY TRACK Brought to you by Initial Platinum Sponsor	PRACTICE TRACK Brought to you by	RESEARCH TRACK Brought to you by Preserving Homeownership Sponsor	INNOVATION TRACK Brought to you by Innovation Sponsor
IV.1 Using Data to Advance State Policy Potomac III	IV.5 A Path to Stability: Matched Savings Accounts for Foster Youth Potomac I	IV.7 Designing and Implementing a Comprehensive IDA Program Evaluation Potomac IV	IV.10 Land Rich: Development Assistance for Cash-Poor Land Owners Prince William
IV.2 State and Federal EITC Potomac VI	IV.6 Crafting and Communicating Your Asset-Building Message Potomac II	IV.8 Race, Asset Ownership and Economic Mobility Fairfax	IV.11 Building Security and Value with Homeowners in Manufactured Home Communities Potomac V
IV.3 State and Federal Resources for Homeownership Arlington		IV.9 Predatory Lending and Asset Preservation Jefferson	IV.12 IDAs for Community Development: AFI New Grantee Initiative Lincolns
IV.4 Creating a Participatory Policy-Making Process Washington B

12 p.m. – 2 p.m.

Closing Plenary VI: Taking Action Back Home
Regency Ballroom (Buffet lunch will be served)
Brought to you by Innovation Sponsor

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