2024 Bank On WA Forum Agenda

Leading the Way: Embracing Financial Belonging

Bank On WA Forum 2024 Agenda

Updated 10/18/24 

 

Day One 

9:30-10:30 Registration

10:30-11:00 Welcome & Intention-Setting 

11:00-12:00 Opening Session: The State of Financial Belonging in Washington

  • Mandy Lee, Verity Credit Union
  • Korbett Mosesly, WA Department of Commerce, Community Reinvestment Project
  • Shawn Paton, United Way of Pierce County
  • Jill Vicente, BECU

12:00-1:00 Working Lunch: Community Reinvestment Project Financial Coaching & Mentorship Spotlight

  • Tierra Bonds, Take Charge Credit Consulting
  • Abby McCutcheon, Workforce Snohomish
  • Rocky Hollenbaugh, United Indians of All Tribes Foundation

1:00-2:30 Simultaneous Sessions:  

Reimagining Financial Services for the Justice-Impacted Community  

  • Jenny Glass, Federal Reserve Bank of San Francisco
  • Jerrel Jones, Credit Revolution Education Directors
  • Derek Lane, Lane Consulting
  • Minda Michelle Mattox, WSECU
  • Anna Ripich, Key Bank

Achieving Native Financial Empowerment: The Power of Sovereignty 

  • Andrea Alexander, NW Native Asset Building Coalition
  • Mark Bowman, Affiliated Tribes of NW Indians
  • Rhonda Holland, Port Gamble S'Klallum Tribe Housing Authority
  • Sean Mears, Native American Bank

2:30-3:15 Networking Break  

3:15-5:15 Leading Models in Equitable Banking

  • Elizabeth Escobar, Express Credit Union
  • Jenefeness Franke, Fiscal Finesse
  • Francis Janes, Beneficial State Foundation
  • Tamra Marlowe, Chehalis Loan Fund

5:15-5:30 Closing Day One 

 

Day Two 

8:00-8:30 Breakfast  

8:30-8:45 Opening/Welcome Day Two 

9:00-10:30 Simultaneous Sessions:

Breaking Barriers: Solutions and Pathways to Banking   

  • Cherish Flint, WECU
  • Erwin Reeves, Federal Deposit Insurance Corporation (FDIC)
  • Skye Rozon, Asia Pacific Cultural Center
  • Cristina Serra, WaFd Bank 

Designing With Community Voice: Impactful People-Focused Financial Conversations 

  • Thushari Gooneratne, JPM Chase
  • Andy Manthei, Greenpath
  • Devin Stubblefield, Faith Finance Center

10:30-11:00 Networking Break 

11:00-12:30 Simultaneous Sessions: 

Creating Pathways for Youth Financial Literacy: Empowering Schools and Communities   

  • Tracy Godat & Miladys Garcia, Financial Education Public Private Partnership
  • Mya Saez Flores, Financial Empowerment Network
  • Lynn Willis, United Way of Pierce County

Inclusive Lending: Lessons Learned from Industry Innovators

  • Erin Klika, WA Dept. of Financial Institutions
  • David Puszczewicz, WSECU
  • Ali Sheibani, Habitat for Humanity Seattle-King & Kittitas Counties
  • Sabrina Smith, Umpqua Bank

12:30 - 1:30  Working Lunch: Storytelling is Advocacy

  • Molly Gallagher, Statewide Poverty Action Network

1:30-2:15 Beyond the Forum: Realizing Financial Belonging

  • Jenefeness Franke, Fiscal Finesse
  • Thushari Gooneratne, JPM Chase
  • Mandy Lee, Verity Credit Union

2:15-2:30 Wrap Up and Closing