Conference Materials

Below are links to all of the session materials that have been submitted to CFED by presenters. If you are looking for additional items, please contact the speakers directly. These individuals are listed in the session descriptions on this web site and their contact information is in the Participant Directory.

Plenary IV Mobility, Opportunity and Inequality in America

Invitational Business Roundtable

1. Broad-Based Employee Incentive Arrangements (pdf)
2. Easing the Burden of Employees' Debt (pdf)
3. Electrifying Growth (pdf)
4. Helping Consumers Make Wise Financial Decisions (pdf)
5. New America - Asset Building Program (pdf)
6. New America - Assets in the Workplace (pdf)
7. New America - Auto Save (pdf)
8. New Income Advance Loan (pdf)
9. SJF Advisory Services - Positive Impacts Report 2008 (pdf)
10. SJF Ventures - CFED Business Roundtable (pdf)
11. Nationwide: Auto-Enrollment - Building Workforce Assets (pdf)
12. Working Bridges Presentation (pdf)

I.1 Involving Teens in Banking and Investing

1. Involving Teens in Banking - Bronx (pdf)
2. Involving Teens in Banking - Fresno (ppt)
3. Involving Teens in Banking - Guide to Establishing Bank Branches in High Schools (pdf)
4. Community Development Banking (pdf)

I.2 Advancing the Assets Agenda to Americans with Disabilities

1. Americans with Disabilities - Hartnett (ppt)
2. Americans with Disabilities - SPEC (ppt)
3. Disability Initiative Fact Sheet (doc)

I.3 Assets for Life: Extend Your Agency's Capacity with Allied Professionals

1. Assets for Life - Waterbury and Davis (ppt)

I.4 Portable and Relocation IDAs: Moving Beyond Place-Based Asset-Building Programs

1. Portable IDAs - Key Issues (doc)
2. Portable IDAs handout - OAdams Payne (pdf)
3. Portable IDAs presentation - OAdams Payne (pdf)
4. Portable IDAs - Widrow (ppt)

I.5 Summoning the Power of Family and Community in Building Assets:  The Family Independence Initiative

1. Power of Family - By a Thread (pdf)
2. Power of Family - By a Thread (web) (pdf)

I.7 Rethinking the Middle Class: Financial Insecurity Among the Non-Poor

1. The Middle Class Economic Security Index - Meschede (pdf)

I.8 Building Assets in Native Communities through EITC and Tax Preparation

1. Community-University Partnerships: Merging Data Collection and Mission (pdf)
2. Building Assets in Native Communities thru EITC & Tax Prep (pdf)

I.9 SEED Research: A Test of Children’s Development Accounts

1. SEED Research - CSD Account Monitoring (pdf)
2. SEED Research - CSD Oklahoma (pdf)
3. SEED Research - CSD FAQ (pdf)

I.12 New Innovations in Asset Building that Leverage Markets to Reach Scale

1. New Innovations - Logue (ppt)
2. Common Wealth Accounts for All (ppt)
3. Testimony of Peter Barnes to the House Ways and Means Committee (pdf)
4. Common Wealth Accounts for All (pdf)
5. Employee Ownership as a Strategy for Building Assets and Community Wealth (pdf)

I.13 Building Assets/Building Wealth through Shared Ownership - National perspective

1. Shared Ownership - Gordon Nembhard (ppt)
2. Shared Ownership - Lubell (ppt)
3. Shared Ownership - Woo (ppt)
4. Shared Ownership - Dubb (pdf)

II.1 The Role of Cities in Helping People Build Assets

1. Cities for Financial Empowerment Conference (pdf)
2. City Strategies for Financial Empowerment (pdf)

II.2 Asset Limit Reform: Policy, Practice, Research and Advocacy Tools

1. Asset Limit Reform: Policy, Practice, Research & Advocacy Tools (ppt)

II.3 Federal Assets Policy Update

1. Federal Policy Update - ASPIRE (doc)
2. Federal Policy Update - BFRIDA (doc)
3. Federal Policy Update - CFED 2008 Reauthorization Legislation (doc)
4. Federal Policy Update - CFED AHP Comment Letter (doc)
5. Federal Policy Update - CFED SWFA Legislative Supports by State (doc)
6. Federal Policy Update - CFED Legislation Table (doc)
7. Federal Policy Update - CFED Reauthorization Chart (doc)
8. Federal Policy Update - CFED Timeline on Asset Building Policy 2008 (doc)
9. Federal Policy Update - IDA (doc)

II.4 Creating a Sustainable Asset Policy Coalition

1. Creating Sustainable Assets Policy - Knox (ppt)
2. Creating Sustainable Assets Policy - RAISE (ppt)
3. Creating Sustainable Assets Policy - RAISE History (doc)

II.6 Credit Building is Asset Building

1. Build Credit. Build Assets (pps)

II.7 Helping Housing Authority Residents Move into Unsubsidized Homes

1. Helping Housing Authority Residents - Cutler (ppt)
2. Helping Housing Authority Residents - Osanka (ppt)
3. Housing Authority Residents - PHA (ppt)

II.9 Asset Building and Low-Income Families

1. Poor Finances - New America (pdf)
2. Asset Building and Low Income - McKernan, Sherraden (pdf)
3. Assets Building and Low-Income Families: Policy Implications - Cramer (pdf)
4. Determinants of Asset Holdings - Shanks (pdf)

II.10 Behavioral Economics and Asset Building: Insights and Applications

1. Behaviorally Informed Home Mortgage & Financial Services Regulation (pdf)
2. A Behavioral Perspective for Asset Building (pdf)
3. How Understanding the Psychology of Financial Behavior Can Empower Participants and Improve Program Outcomes (pdf)

III.1 Existing Federal Resources for Matched Savings Programs

1. Existing Federal Resources - CFED 2008 Reauthorization Legislation (doc)
2. Existing Federal Resources - CFED 2008 Reauthorization Chart (doc)
3. Existing Federal Resources - CFED AHP Comment Letter (doc)
4. Existing Federal Resources - CFED Letter to Orrell (doc)
5. Existing Federal Resources - Memo to Fieldon (AFI Reauth Plans) (doc)
6. An Overview of the Office of Refugee Resettlement and the Individual Development Account Program - Orr (pdf)

III.2 Developing and Advocating for a State Policy Agenda

1. State Policy Agenda - Giangreco (ppt)
2. Developing and Advocating for A State Policy Agenda - Brooks, Agres, Giangreco (pdf)

III.5 Children's Development Accounts: Lessons, Opportunities and New Frontiers

1. III.5 SEED Project in San Juan Puerto Rico (pps)
2. Native Child Accounts: Telling the untold story of per capita payments (pdf)
3. Native Child Accounts: Taking a glimpse at the future – the future is now (pdf)

III.8 Asset Building and Financial Service Advocacy for Immigrant Communities

1. Financial Service Advocacy - Mission Asset Fund (ppt)
2. Using the Power of Consumers to Improve Markets (pdf)

III.9 The Effect of IDAs on Account Holders: Recent Research

1. Effect of IDAs on Account Holders - AFI Evaluation (pdf)
2. Effect of IDAs on Account Holders - Assets for All Alliance Report (pdf)
3. Effect of IDAs on Account Holders - Assets for All Alliance Report (ppt)
4. Effect of IDAs on Account Holders - Loibl (ppt)
5. Effect of IDAs on Account Holders - Mills (ppt)
6. Effect of IDAs on Account Holders - OSU Survey (pdf)
7. Effect of IDAs on Account Holders - Rawlins (ppt)
8. Effect of IDAs on Account Holders - (Grinstein-Weiss) (ppt)

III.10 Education IDAs: Creating Partnerships for Access to Education

1. Education IDAs - A Kezar (ppt)
2. Education IDAs - Handout 1 (pdf)
3. Education IDAs - Handout 2 (pdf)
4. Education IDAs - Handout 3 (pdf)
5. Education IDAs - Handout 4 (doc)
6. Education IDAs - JUMA (ppt)
7. Education IDAs - Reilly (ppt)

III.11 Preventing Asset Loss: The Role of Insurance

1. Preventing Asset Loss - Newberger (pdf)
2. Preventing Asset Loss - Axeen (pdf)
3. Preventing Asset Loss: The Role of Insurance (pdf)

III.12 Emerging Solutions for Short-Term Credit

1. Sarah Gordon, Nonprofit Relationship Manager (pdf)

III.13 Innovative Approaches to Asset Building and Community Development

1. Innovative Approaches to Asset Building - McCulloch (pdf)
2. Innovative Approaches to Asset Building - Woo (ppt)
3. Sustainable Communities and Centers for Working Families (pdf)

III.14 Building Microbusiness Assets Through the Tax Code

1. Building Microbusiness Assets - Dupont (ppt)

IV.1 Using Data to Advance Policy

1. IV.1_Using Data to Advance Policy - Rademacher (ppt)
2. IV.1_Using Data to Advance Policy - Hall (ppt)
3. IV.1_Using Data to Advance Policy - Mangan (ppt)

IV.3 State and Federal Resources for Homeownership

1. Resources for Homeownership - CFED - CIO List (doc)
2. Resources for Homeownership - CFED - AHP Comment Letter (doc)
3. Resources for Homeownership - CFED Resource List (doc)
4. Resources for Homeownership - New York Home Ownership Program (doc)
5. Resources for Homeownership - WISH Program San Francisco (mhtml)
6. Karl Pnazek – CAP Services, Stevens Point, Wisconsin  a) Remarks  b) Presentation (pdf)
7. Louis Freeman - Federal Home Loan Bank of Atlanta (pdf)

IV.4 Creating a Participatory Policy-Making Process

1. Participatory Process - Guilemette (ppt)
2. Participatory Process - MIDAS (ppt)

IV.5 A Path to Stability: Matched Savings Accounts for Foster Youth

1. Matched Saving for Foster Youth - Jim Casey (ppt)
2. A Path to Stability: Matched Savings - Jones (pdf)
3. An overview of the Jim Casey Youth Opportunities Initiative (pdf)

IV.6 Crafting and Communicating Your Asset-Building Message

1. Communicating Your Message - New America (ppt)
2. Children's Savings Accounts - Peter D. Hart Research (ppt)
3. Asset Building Messaging - CFED (ppt)

IV.7 Designing and Implementing a Comprehensive IDA Program Evaluation

1. Design and Implement IDA - FAIM (ppt)

IV.9 Predatory Lending and Asset Preservation

1. Evaluating State Predatory Lending Reforms (pdf)

IV.10 Land Rich: Development Assistance for Cash-Poor Land Owners

1. African American Rural Land Wealth: The Crisis and The Opportunities - Mitchell (pdf)

IV.11 Building Security and Value with Homeowners in Manufactured Home Communities

1. Asset-Building Through Resident Ownership (pdf)
2. Building Assets with Manufactured Housing (pdf)
3. How Public Policies Can Help Residents of Manufactured Home Communities Build Assets (pdf)

IV.12 IDAs for Community Development: AFI New Grantee Initiative

1. IDAs as a Community Development Tool (pdf)

Closing Plenary VI: Taking Action Back Home

1. Closing Plenary Presentation (pdf)

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