Tuesday, October 21, 2014

9:00 am Welcome and Opening Remarks

Lena Robinson, Regional Manager, Federal Reserve Bank San Francisco

Lorne Needle, Chief Community Investment Officer, United Way Bay Area

9:15 am Presentation: Report on Economic Well Being of US Households

Laura Choi, Federal Reserve Bank of San Francisco

9:35 am Presentation: Mario Avila, EMERGE

Employer-based financial wellness offering for financial coaching and solutions to small-dollar credit needs

10:00 am Panel: Regional Strategies and Programs

Moderator: Patrick Carroll, Department of Business Oversight

CurrenC: an initiative from the San Francisco Office of Financial Empowerment to promote direct deposit and reduce utilization of paper checks
Leigh Phillips, San Francisco Treasurer’s Office

SparkPoint financial access centers
Emily Harpster, United Way Bay Area

Healthy Credit small dollar loan program

Tram Nguyen, Alameda County Public Health Department

10:50 am Break
11:00 am Panel: Regional Opportunities and Programs

MyRA low-cost retirement savings program available through payroll deductions from employers who don’t offer a retirement savings option
Andrea Ambriz, Department of Treasury

Ways to Work low-cost auto loan and credit builder program

Rob Lajoie, Director of Financial Empowerment, Peninsula Family Service

Financial products online platform
Shiyan Ko, Nerd Wallet

12:00 pm Adjourn