We invite you to explore asset building topics in peer learning presentations from AFN.
February: AFN presents The Health and Wealth Connection: Opportunities for Investment Across the Life Course
People's relationship with money impacts their health. Data indicates assets, income, and health are inexorably linked. On the one hand, good health is associated with higher wealth and income, better employment and education. On the other hand, we know that adults with more financial resources have better health and live longer lives. Throughout one's course of life, the challenges of health and wealth are connected.
The webinar featured the new AFN Grantmaker Brief, The Health and Wealth Connection: Opportunities for Investment Across the Life Course, with authors Jason Q. Purnell, PhD, MPH & Anjum Hajat, PhD, MPH., and highlighted the opportunity funders have to bridge interests and cross silos to make stronger connections between wealth building, economic security, and prevention and health outcomes.
Speakers included Jason Q. Purnell, PhD, MPH, Washington University; Anjum Hajat, PhD, MPH, School of Epidemiology, University of Washington; Padmini Parthasarathy, The California Wellness Foundation; Colleen Briggs, JPMorgan Chase & Co.; Abby Hughes Holsclaw, Director of Membership Engagement, Asset Funders Network
October: AFN presents Meet in the Middle to Magnify Success: Early Distribution Scholarships and CSAs
Research on strategies to increase college enrollment and completion, especially for low- to moderate-income students, is showing the effects of earlier awareness and engagement with scholarship opportunities. At the same time, CSAs are showing measurable effects on development of essential social and emotional skills for very young children, as well as on academic success. Effects are greater for lower-income children.
Benita Melton, Education Program Director of the Charles Stewart Mott Foundation, moderated presentations by Martha Kanter, Executive Director of the College Promise Campaign and former U.S. Under Secretary of Education, and Patty Grant, Executive Director, Community Foundation of Wabash County. The panelists offered an in-depth discussion of how joining earlier distribution of scholarships with CSAs can strengthen each strategy by building on their strengths while addressing inherent challenges of each alone.
Asset Funders Network presented a national webinar highlighting the release of Prison to Proprietor, a just-released AFN Strategy Spotlight examining microenterprise strategies for the formerly incarcerated. Strategy Spotlight authors and experts from FIELD at the Aspen Institute showcase findings from Prison to Proprietor: Entrepreneurship as a Re-entry Strategy; Narrowing the Racial Wealth Gap, and offered funders the opportunity to discuss how connecting individuals integrating back into the community to business ownership and entrepreneurship can provide a second chance at opportunity.
Presenters shared research findings and highlighted several programs that serve former offenders while underscoring why grantmakers, particularly asset funders concerned with issues of racial equity, should take a closer look at these initiatives and act on the Spotlight's key recommendations.
- Joyce Klein, FIELD at the Aspen Insitute
- Lavanya Mohan, FIELD at the Aspen Institute
- Theresa Bedeau, Capital One
- Bert Smith, Prison Entrepreneurship Program
- Abby Hughes Holsclaw, Asset Funders Network (moderator)
The Center for Financial Security (CFS) and Asset Funders Network (AFN), with support from the Annie E. Casey Foundation, developed and released the first-ever Financial Coaching Census in the fall of 2015.
On May 8, 2016, presenters Hallie Lienhardt, Center for Financial Security, and Regina Salliey, The Annie E. Casey Foundation, with Annika Little, Asset Funders Network, shared the results of the Census, providing an overview of the field nationally - the size and scope of the financial coaching field, identified challenges and opportunities, and shared insights for funders and organizations delivering coaching to better and more swiftly address the shifting needs of coaching programs, financial coaching practitioners, and financial coaching clients.
On May 4, 2016, William Elliott, Founding Director, Center on Assets, Education and Inclusion, University of Kansas, Lawrence, Kansas, outlined a model for interim measures and shared theoretically and empirically based interim metrics for evaluating CSA progress.
Anthony Poore, Deputy Director, Regional and Community Outreach, Federal Reserve Bank of Boston, provided context for the Consortium's interest in short-term benchmarks. The model links intended outcomes, factors contributing to those outcomes, and ways to test the effects of CSAs. Establishing interim measures can address both whether a project is on track to overall success and whether and what modifications may be warranted to ensure success.
with Brief authors, Tim Flacke, Executive Director, D2D Fund and Kristen Bryant, Innovation Director, D2D Fund, shared an actionable framework, showcased diverse examples from the field, and highlighted tangible recommendations for financial empowerment funders.
Evelyn Stark, Metlife Foundation, moderated a discussion about the challenges and opportunities of more effectively engaging low-income consumers in financial empowerment work and the role of philanthropy.
January: EXPLORING ALTERNATIVE EITC PAYMENT MODELS: IMPLICATIONS FOR FUNDERS, COMMUNITY ORGANIZATIONS & FAMILIES
This webinar, presented January 14, 2016 - co-sponsored by the EITC Funders Network and Asset Funders Network - for funders and philanthropic advisors explained the context for exploring payment alternatives (including lessons learned from the underutilized, former Advance EITC option), the recent proposals and pilots that have emerged, and the role of funders in exploring both the ideas behind and the logistics around periodic payment proposals.
Speakers: Steve Holt, Principal, Holt Solutions and author of Periodic Payment of the EITC Revisited; David Marzahl, President and CEO, Center for Economic Process; Patrick Hain, The Annie E. Casey Foundation. Moderated by:Abby Hughes Holsclaw, Asset Funders Network; Ami Nagle, EITC Funders Network
This webinar, especially designed for advocates, practitioners, policymakers and funders, will address key issues related to tax policy communications and advocacy, including: What are the main issues at stake? How can we communicate the importance of these issues? What are national organizations doing to affect federal policy change? The webinar will include a presentation of a new video animation on the issues, discussion of key talking points on wealth inequality and the “upside down” tax code, and an update on a national campaign to strengthen the EITC and CTC.
Speakers: Chris Brown, PolicyLink (moderator); Ezra Levin, CFED; Chye-Ching Huang, Center on Budget and Policy Priorities; Frank Clemente, Americans for Tax Fairness
September: Webinar: Investing in Enduring Advocacy Capacity: The Advocate-Coach-Intermediary Trifecta
AFN and the Northwest Area Foundation explore how funders can support more effective policy change by incorporating collective impact principles into their grant-making approaches; highlighting specific strategies, tools, and case studies that other funders can apply to their work. Speakers include Christianne Lind, Northwest Area Foundation; Jennifer Brooks, CFED; Janet Byrd, Neighborhood Partnerships (OR); Loren White, Native CDFI Network and Native American Development Corporation (MT). Moderator: Stephanie Upp, West Coast Manager, Asset Funders Network
with Joyce Klein, Director, FIELD at the Aspen Institute; Daniel Delehanty, Capital One Bank; Jeanne Wardford, W.K. Kellogg Foundation. Moderator: Annika Little, Asset Funders Network
with J. Michael Collins, Center for Financial Security at the University of Wisconsin, Madison; Mae Watson Grote, The Financial Clinic. Moderator: Regina Salliey, The Annie E. Casey Foundation
with Mariko Chang, PhD; K. Sujata, Chicago Women's Foundation; Dena L. Jackson, Dallas Women's Foundation. Moderator: Jill Geltmaker, Asset Funders Network
with Janet Boguslaw, Institute on Assets and Social Policy at Brandeis University; Daria Sheehan, Citi Foundation; Rafael O. Morales, Silicon Valley Community Foundation
with Andrea Ambriz, Office of Legislative Affairs at the U.S Department of the Treasury; Courtney Eccles, Woodstock Institute; Naomi Stanhaus, The Retirement Research Foundation; Elaine Ryan, Vice President, State Advocacy & Strategy Integration, Government Affairs, AARP.
March: Worker-Owned Cooperatives: Moving Beyond Personal Financial Products to Expand Ownership Opportunities for America’s Working Families
with Hilary Abell, Co-founder of Project Equity and author of Worker Cooperatives: Pathways to Scale; Molly Hemstreet, Co-founder and General Manager of Opportunity Threads and Carolina Textile District; Bobby Smith, Senior Associate, Fellowship Programs at Echoing Green. Moderator: Stephanie Upp, AFN Program Manager
December: Tax Expenditures: Who Benefits?
with Lewis Brown Jr., Senior Associate, PolicyLink; Amanda Feinstein, Senior Program Officer, Walter & Elise Haas Fund & Steering Committee Member, Asset Funders Network; Jeremie Greer, Director of Government Affairs, CFED; Benjamin H. Harris, Fellow and Hamilton Project Policy Director, Brookings Institution. Moderator: Heather McCulloch, Director, Tax Policy Project
with Joyce Klein, Director, Aspen Institute Microenterprise Fund for Innovation, Effectiveness, Learning and Dissemination (FIELD). Moderator: Jill Geltmaker, Operations and Grants Manager, Asset Funders Network
with David Sieminski, Policy Analyst at the Consumer Financial Protection Bureau’s Office of Financial Empowerment; Tim Flacke, Executive Director of D2D Fund
with Debbie Goldstein of Center for Responsible Lending, Molly Fleming-Pierre of PICO National Network and Missouri Faith Voices, and Ned Wight, Director, Unitarian Universalist Veatch Program at Shelter Rock. Moderator: Aimee Durfee, Y&H Soda Foundation
with Hannah Thomas, Ph.D., Senior Research Associate, The Institute on Assets and Social Policy, The Heller School at Brandeis University; Kilolo Kijakazi, Ph.D., Program Officer, Ford Foundation. Moderator: Annika Little, Strategic Programs Director, Asset Funders Network
With J. Michael Collins, Director, Center for Financial Security, University of Wisconsin; Regina Salliey, Program Officer, Annie E. Casey Foundation. Moderator: Heather Benedict, Vice President, Hands on Banking, Wells Fargo
with Kilolo Kijakazi, The Ford Foundation, Co-Chair/AFN Tax Policy Project; Chye-Ching Huang, Tax Policy Analyst/Federal Fiscal Policy Team, Center on Budget and Policy Priorities; Justin King, Policy Director/Asset Building Program, New America Foundation. Moderator: Heather McCulloch, Manager/AFN Tax Policy Project
May: Linking Service Delivery and Resources: How a Baltimore Network is Building Pathways to Financial Stability
with the Maryland CASH Campaign (Creating Assets, Savings, and Hope), and the University of Maryland School of Social Work
with Sarah Chenven, Credit Builders Alliance; Yanki Tshering, Business Center for New Americans; Ricki Granetz Lowitz; LISC Chicago; Margaret Libby, Mission SF
with Dan Ariely
with Elaine Edgcomb and Tamra Thetford, FIELD at the Aspen Institute. Moderators: Patrick Hain and Patrice Cromwell, The Annie E. Casey Foundation
with Robert Friedman, CFED; Eugene Steuerle, Urban-Brookings Tax Policy Center; Lisa Mensah, The Aspen Institute/Initiative on Financial Security; AFN Tax Policy Project Co-Chairs: Kilolo Kijakazi, Ford Foundation, and Amanda Feinstein, Walter & Elise Haas Fund. Moderator: Heather McCulloch, AFN Tax Policy Project Manager.