2023 Bank On Washington Forum Agenda

Day One – Connect & Expand

9:30-10:30    Registration & Networking

10:30-11:00  Welcome, Reflections on 2022 & Intention-Setting

11:00-12:30   Opening Plenary Panel: What does it mean for BIPOC and marginalized communities to belong in financial services/programs?

  • Andrea Alexander, T3 Training & NW Native Asset Building Coalition
  • Samuel Johnson, DFI & Central WA Hispanic Chamber of Commerce
  • Maria Sennett, Beneficial State Foundation
  • Moderated by Devin Stubblefield

12:30-1:15    Lunch

1:15-2:30      Action Squad learning sessions

Youth Financial Belonging:

  • Miladys Garcia, Financial Education Public Private Partnership
  • Monika Matthews, Life Enrichment Group
  • Minda Michelle Mattox, WSECU
  • Moderated by John McKenney, WA Office of the Treasurer and Clinton Taylor, Your Money Matters Mentoring

Black Homeownership Initiative

  • Marty Kooistra, Civic Commons, Black Homeownership Initiative
  • Moussa Samb, HomeSight
  • Ali Sheibani, Habitat for Humanity Seattle, King, and Klickitat County
  • Darius Toston, Chase
  • Moderated by Tierra Bonds, Take Charge Credit Consulting


  • Jenefeness Franke, Fiscal Finess
  • Joe Sky-Tucker, Business Impact NW
  • Matt Hrdlicka, Umpqua Bank
  • Moderated by Erwin Reeves, FDIC

Immigrants & Refugees

  • Mary Vargas, Tacoma Community House
  • Risho Sapano, Mother Africa
  • Elizabeth Escobar, Express Credit Union
  • Moderated by Cristina Serra, WaFd Bank

Justice-involved individuals

  • Anthony Blankenship, Civil Survival
  • Anthony Powers, Seattle Clemency Project
  • Masukur Rahman, 1st Security Bank
  • Moderated by Becky House, American Financial Solutions & Derek Lane, Lane Consulting

2:30-2:45      Break

2:45-4:00      Trauma-Informed Services 

  • Ziquora Banks, Verity Credit Union
  • Ashley McGirt-Adair, McGirt Counseling & Services & the Therapy Fund Foundation
  • Moderated by Mandy Lee, Tacoma/Pierce County Health Department

4:00-4:15      Break

4:15-5:30      Partnerships for financial wellbeing

  • Erwin Reeves, FDIC
  • Jennifer Quiroz, Financial Empowerment Network


Day Two – Strengthen & Empower

8:00-8:30      Breakfast

8:30-8:45      Opening/Welcome Day Two

8:45-9:30      Reflections from Day One

  • Youth: John McKenney, Dept. of the Treasurer
  • Black Homeownership Initiative: Tierra Bonds, Take Charge Credit Consulting
  • Microenterprise: Erwin Reeves, FDIC
  • Immigrants & Refugees: Cristina Serra, WaFd Bank
  • Justice-Involved Individuals: Derek Lane, Lane Consulting 

9:30-10:00    Gallery Walk & Networking

10:00-11:30  Financial Belonging in Action

  • Marty Kooistra, Civic Commons
  • Mary Vargas, Tacoma Community House
  • Anthony Blankenship, Civil Survival
  • Jenefeness Franke, Fiscal Finesse
  • Miladys Garcia, Financial Education Public Private Partnership
  • Moderated by Jenny Glass, Federal Reserve of San Francisco

11:30-11:45   Break to grab lunch

11:45-12:45  Conversation with Commerce: Small Business Support (working lunch)

  • Shiloh Penland and Linda Womack from Commerce’s Office of Economic Development & Competitiveness, Small Business Finance & Community Support Division 

12:45-1:30   Bringing it Forward & Closing

1:30-2:00   Networking



*Does your community struggle with obtaining the correct identification required to open an account? Consider staying for a free DFI-sponsored event happening the afternoon of October 24th:

Identification Requirements: Models for Growing Inclusion

Oct. 24, 2023, 2:00 – 4:30 p.m. 
Everett Community College, 2000 Tower Street, Everett WA

This event is immediately following the Bank On Washington Conference.

Join the Washington State Department of Financial Institutions for co-learning between community, industry, and government.

Learn more and register here!