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December 3, 2007
8:30am - 2:30pm
New England Room
Federal Reserve Bank of Boston
Sponsored by:
Boston Alliance for Economic Inclusion,
Boston EITC Coalition,
Federal Reserve Bank of Boston,
Institute on Assets and Social Policy at Brandeis University,
Massachusetts Association for Community Action,
Massachusetts Association of Community Development Corporations,
Massachusetts Bankers Association,
Massachusetts Community & Banking Council,
Massachusetts Credit Union League,
Massachusetts Fair Lending Coordinating Committee,
the Midas Collaborative
| 8:30am |
Continental
Breakfast
Welcome
Marques Benton, Assistant Vice President, Federal Reserve Bank of Boston
Cynthia Merkle, Chair, Massachusetts Community & Banking Council |
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| 9:00am |
Panel One: The Issues
Moderator: Doreen Treacy, Director, Civic Health Institute, DotWell
Randy Albelda , Professor of Economics, UMass Boston
Dynell Andrews-Blake, Former Store Manager, All Checks Cashed
David Floreen, Senior Vice President, Massachusetts Bankers Association
Stephan Meier, Senior Economist, Center for Behavioral Economics and Decision
Making, Federal Reserve Bank of Boston 
Sandra Venner, Program Director, Institute on Assets and Social Policy, Brandeis University
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| 10:00am |
Panel Two: Products and Services
Moderator: Anna Steiger, Senior Research Associate, Federal Reserve Bank of Boston
Mary Ann Clancy, Senior Vice President and General Counsel, Massachusetts Credit Union League
Marissa Guananja, Director of Resident Asset Development, Chelsea Neighborhood Developers
Kathleen McDermott, Executive Director, Montachusett Opportunity Council
Cynthia Merkle, Senior Vice President, Eastern Bank
Mimi Turchinetz, Esq., Campaign Director, Boston EITC Campaign |
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| 10:55am |
Break |
| 11:00am |
Panel Three: Financial Education Program Models
Moderator: Aida Franquiz, Assistant Vice President, Boston Private Bank
Kip Child, Community Affairs Specialist, FDIC
Professor Patricia Clark, Simmons College
Joe Diamond, Executive Director, Massachusetts Association for Community Action
Margaret Miley, Executive Director, The Midas Collaborative
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| Noon |
Luncheon Speaker – “Are Financial Assets All You Need?”
Thomas Shapiro, Director, Institute on Assets and Social Policy, Brandeis University |
| 1:00pm |
Panel Four: Building Partnerships, Increasing Collaboration
Moderator: Kathleen Tullberg, Manager, Massachusetts Community & Banking Council
Jessica Andors, Deputy Director, Lawrence Community Works
Tina Brooks, Undersecretary, Department of Housing and Community Development, Commonwealth of Massachusetts
Timothy DeLessio, Community Affairs Officer, FDIC
Kevin Kiley, Executive Vice President, Massachusetts Bankers Association
Donna Stiglmeier, Director, Community Impact, United Way of Massachusetts Bay & Merrimack Valley
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| 2:30pm |
Adjournment |
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