News Release
Monday, March 26, 2007
FOR IMMEDIATE RELEASE:
Financial Regulators Gather To Learn About Reaching Underserved Communities
What: Northwest Regional Conference on Reaching the Unbanked
When: Tuesday, March 27 9:00 a.m.-4:30 p.m.
Where: Grand Hyatt, 721 Pine Street, Seattle
Tomorrow in Seattle, the Washington State Department of Financial Institutions is co-hosting a conference to discuss ways to bring unbanked families into the financial mainstream. The event is free and will be held at the downtown Hyatt. A capacity crowd (over 200 people) from throughout the NW registered to attend. The schedule includes a variety of key-note speakers and panels discussing best practices and sharing observations about reaching underserved communities. This is the third conference across the country initiated by the U.S. Department of Treasury’s Financial Literacy and Education Commission. Partners for the event in Seattle include:
- U.S. Department of the Treasury
- Federal Deposit Insurance Corporation (FDIC)
- National Credit Union Administration (NCUA)
- Office of the Comptroller of the Currency
- Office of Thrift Supervision
- Federal Reserve Bank of San Francisco
- U.S. Department of Housing and Urban Development
- Washington State Department of Financial Institutions
Brad Williamson, Director of the Division of Banks will speak on behalf of DFI. The audience includes credit unions, banks, and a wide variety of community groups. The conference presentations will be filmed. DVDs and downloadable podcasts will be available on DFI’s website.
A website link and the conference schedule are included below.
http://www.dfi.wa.gov/banks/unbanked.htm
Agenda
9:00 Welcome and Conference Overview
Mr. Dan Iannicola, Jr., Deputy Assistant Secretary for Financial Education
US Department of the Treasury
Mr. Brad Williamson, Director of the Division of Banks
Washington State Department of Financial Institutions
Mr. John F. Carter, Regional Director, San Francisco Region Federal Deposit Insurance Corporation
9:25 Regional and Local Perspectives Panel
Moderator: Mr. Craig Nolte, Regional Manager for Community Development
Federal Reserve Bank of San Francisco
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Ms. Janet Byrd, Executive Director The Neighborhood Partnership Fund
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Ms. Loretta Moesta, Chief Executive Officer OUR Federal Credit Union
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Ms. Lena Robinson, Regional Manager for Community Development Federal Reserve Bank of San Francisco
- Mr. Dave Sieminski, Manager Asset Development Programs, United Way of King County
10:40 Break
10:55 Featured Speakers
- Mr. Kerry Killinger, Chairman and Chief Executive Officer Washington Mutual Inc.
- Mr. Rodney Hood, Vice Chairman, National Credit Union Administration
11:25 Discussion of Morning Presentations
Mr. Brad Williamson, Director of the Division of Banks
Mr. Dan Iannicola, Jr., Deputy Assistant Secretary for Financial Education
11:45 Networking Lunch
1:00 Effective Models and Practices for Reaching the Unbanked Panel
Moderator: Ms. Louisa Quittman, Director, Community Adjustment and Investment Program
US Department of the Treasury
- Mr. Tom Berquist, Vice President of Marketing, BECU
- Ms. Claudia Lopez, Assistant Vice President, Cashmere Valley Bank
- Mr. Gabe Mello, Asset Services Coordinator, Juma Ventures
- Ms. Tricia McKay, Executive Director, Medina Foundation
2:15 Small Group Roundtable Discussions
Participants will select a group discussion from the following topics:
- What partnerships, roles, and steps are needed to develop a comprehensive local model to reach the unbanked?
- What steps can be made to reach recent immigrants who are unbanked?
- What innovative products, services and technologies can be used to reach unbanked people?
- What steps can be taken to reach youth/young people who are unbanked?
3:25 Break
3:40 Report Back and Moderated Discussion
4:15 Closing Thoughts and Next Steps
Mr. Dan Iannicola, Jr., US Department of the Treasury
Contact
Scott Kinney, Director of Communications
PH 206.245.7286 skinney@dfi.wa.gov
