2025 Bank On WA Forum Agenda

Plan Ahead!

Take a look through the agenda and start making plans about the sessions that will have the biggest impact in your work!

Day 1

TimeSessionLocation
9:00AMRegistration & Check-InCherry Park Lobby
10:00AM

A: Welcome & Intention Setting

  • Ryan Davis, Financial Empowerment Network
  • Jerrel Jones, Credit Revolution Education Directors
  • Mandy Lee, Verity Credit Union
Milgard Assembly
10:15AM

B: Interrupting the Spirit of Scarcity - Embracing Abundance

  • ValĂ©riana Chikoti Bandua Estes, Necessary Interruptions
  • Alex Panagotacos, Alex Panagotacos Consulting
Milgard Assembly
11:30AM

C: Money Trauma & Healing Centered Systems

  • Jenefeness Franke, Fiscal Finesse
  • Sabrina Smith, Columbia Bank
  • Lynn Willis, United Way of Pierce County
Milgard Assembly
12:45PMLunch & ExhibitorsColumbia Bank Lobby, Milgard Assembly, & Kopp Gallery
1:45PM

D: Driving Financial Equity - The Case for Matched Savings Accounts

  • Charisma Byrd, Kenan Hadzic, and Lynn Willis, United Way of Pierce County
Milgard Assembly
1:45PM

E: Justice Impacted Voices - Lessons Learned and Paths Forward

  • Elizabeth Rice, The Star Project
CP 108
2:45PMBreakColumbia Bank Lobby
3:00PM

F: Rewriting the Rules - Financial Healing for ALICE Households

  • Jenefeness Franke, Fiscal Finesse
  • Jim Cooper, United Ways of the Pacific NW
Milgard Assembly
3:00PM

G: Demystifying SBA and Small Business Lending

  • Scott Bossom, WaFd Bank
  • Hannah Bracken, Milk & Honey Enterprises
  • Wesley Nguyen, Verity Credit Union
CP 108
4:00PMBreakColumbia Bank Lobby
4:15PMH: Closing - Where Rivers MeetMilgard Assembly

Day 2

TimeSessionLocation
8:00AMCheck-In, Breakfast, and ExhibitorsCherry Park Lobby
8:30AM

I: Welcome & Reflections on Day 1

Milgard Assembly
9:00AM

J: Bank On Around the Country - Innovative Approaches to Expanding Financial Empowerment

  • Aaron Hirsh, CFE Fund
Milgard Assembly
10:00AM

K: Thriving Through Rapids & Whitecaps - Keys to Overcoming Collaboration Breakdowns

Milgard Assembly
10:45AMBreakColumbia Bank Lobby
11:00AM

L: How We Built This - The Collective Impact of Financial Empowerment Programs

  • Abby McCutcheon & Jared Schapiro, Workforce Snohomish
  • Josefina Carrillo, Latino Education & Training Institute (LETI)
  • Rocky Hollenbaugh, United Indians of All Tribes Foundation
CP 105
11:00AM

M: Your Money, Our Mission - How Credit Unions Pursue Financial Well-Being for All

  • Helen Gibson & Elizabeth Escobar, Express Credit Union
Milgard Assembly
12:00PMLunch & ExhibitorsColumbia Bank Lobby, Milgard Assembly, & Kopp Gallery
1:00PM

N: Homeownership Pathways for All Our Communities

  • Evelin Martinez, WA Homeownership Resource Center
  • Erin Klika, WA State Dept. of Financial Institutions
  • Titus Davis, Wa Trust Bank
  • Nils Peterson, Hills and Rivers Housing Trust
  • Ali Sehibani, Habitat for Humanity Seattle/King/Kittitas
  • Janet Salvaza, El Centro de la Raza
  • Sharon Snook & Pearl Nelson, HomeSight WA
Milgard Assembly
1:00PM

O: Making Financial Coaching Accessible for People with Disabilities

  • Ruth Daugherty, NW Access Fund
CP 105
2:00PMBreakColumbia Bank Lobby
2:15PM

P: Flowing as One - United in Power

Milgard Assembly