You can download a pdf of our Conference Program here.

Tuesday, May 30

11:30 – 4:30


Neighborworks Regional Think Tank on Asset Building 12:30 p.m. – 4:00 p.m

2017 Regional Think-Tank on Asset Building Strategies

Presented by JPMorgan Chase & Co.

The NeighborWorks® Florida Collaborative is hosting an interactive discussion on effective and innovative asset building strategies on Tuesday, May 30 from 12:30- 4:00pm at the Loews Sapphire Falls Resort at Universal Orlando in conjunction with the Florida Prosperity Partnership’s 9th Annual Statewide Training Conference.

This discussion will highlight effective strategies already being deployed by organizational members of the NeighborWorks® Florida Collaborative, feature a presentation from CFED on innovative strategies nationwide, and invites your thoughts on how we can continue to work together to create greater economic opportunities for all Floridians through asset building partnerships.

Keynote Address by: Paul Weech, CEO of NeighborWorks® America

About the NeighborWorks® Florida Collaborative

The NeighborWorks® Florida Collaborative is a statewide association comprised of Florida’s 12 local NeighborWorks® chartered member organizations. These local groups are expert practitioners—who work throughout our great state to: foster sustainable home ownership, develop affordable housing; and provide needed capital to build strong, thriving communities.

Florida’s NeighborWorks® organizations are focused on comprehensive community revitalization; not just the bricks and mortar of affordable housing, but on people and places/neighborhoods around our state that want solutions to housing and community development-related challenges. For more, visit:

The NeighborWorks® Florida Collaborative is proudly supported by NeighborWorks® America—an organization deeply committed to driving and sustaining positive change in communities across our state and around the country.

Statewide VITA Convening 1:00 p.m. - 4:30 p.m.

VITA – Planning for the Future!

Join us for a free statewide VITA convening to get ready for the next tax year. We will have a debrief on this year’s tax season and facilitated discussion on your best practices (including some exciting work that the Miami-Dade VITA Coalition is doing). CFED will be there to direct us on taking that information, using it to our advantage, integrating services, and working together to have a greater collective impact on Florida’s taxpaying population. Come prepared to prepare!

Join an impressive list of already scheduled speakers and facilitators:
Lee Davenport, Davenport Consulting
Karina Ron, Branches
Rebecca Thompson, CFED
Leigh Tivol, CFED
Arlene Williams, Branches

This session is brought to you by JP Morgan Chase, United Way of Florida, and Florida Department of Economic Opportunity!

Wednesday, May 31

9:00 a.m. – 5:00 p.m.


Free Pre-Conference Session 10:00 a.m. – 11:30 a.m.

Give a Fish, or Teach Them to Fish?: The Faith Drivers of Charity vs. “Helping Others Help Themselves”

Join us for a free two-part faith based preconference session!

Many faith based organizations serve the underserved populations in their communities—those who are disadvantaged, unemployed, the working poor, the food insecure, the homeless, and more. This lively session will dig deeply into the scriptural and philosophical drivers that determine how their service strategies impact the people who they desire to help. Panelists representing several active agencies across the state will weigh in on what they have seen that works, and what has opportunity to improve, as we collaborate locally and statewide to lift all segments of the population into a place of greater financial stability and security.

We are also very happy to have Kelvin Boston as part of this session! Kelvin, Executive Producer and Host of PBS’ Moneywise, once stated “Faith based organizations will play an important role in securing Black America's economic future.” His Moneywise Empowerment Tour was started in 2006 is now “one of the leading African American Faith Based tours in the United States” serving over 50,000 people around the world! Before serving as our keynote speaker at the opening session of the conference, he will impart his knowledge and experience related to faith and finance.

Speakers Barry Altland, Head, Heart and Hands Engagement Collective
Kelvin Boston, Moneywise

Free Pre-Conference Session 10:00 a.m. – 11:30 a.m.

Managed Mutual Funds and Retirement Income -How Basic Economic Literacy Pays Big Dividends

All financial planning should include discussions about retirement savings. Many people misunderstand the different type of retirement options and end up investing in what looks like the best return for their investment, often managed mutual funds. However, because of the up-front loads, fees and other costs, they generally earn less than the low cost index funds that only seek to get a return equal to that of the stock market. Given that 70 percent of the $13.7 trillion invested in mutual funds are in managed funds, this allocation of savings affects the financial well-being of U.S. households. Investment decisions are affected by low levels of financial literacy, deceptive advertising, and self-interested advisers who steer investors into the high cost managed funds. Retirement savings is of public concern if government programs are going to support elderly households in need. Attendees will gain knowledge about these deceptive practices, learn economic literacy, and discuss how to protect the best interests of their clients.

Speakers Dr. David W. Rasmussen, Florida State University
Jennifer West, Consumer Institute

Welcome and Opening Ceremonies 11:45 a.m

Welcome and Opening Ceremonies

Join Moneywise TV host Kelvin Boston for an uplifting and empowering opening discussion!

From Financial Fear To Financial Freedom

Kelvin Boston, Moneywise TV show host, shares steps to eliminate most Americans biggest barrier to financial freedom. The barrier is not having more cash to pay for your dreams. The barrier is finding the courage to secure your dreams. Kelvin's presentation will also share three reasons why attendees should be positive about the future and seven steps most Americans can take to enjoy more financial success.

Wednesday Afternoon

Workshop Session A

The Future’s in Building Banking Relationships!

The Federal Deposit Insurance Corporation (FDIC) and the Office of the Comptroller of the Currency (OCC) will provide participants with an overview of the Community Reinvestment Act (CRA) that encourages depository institutions to help meet the credit needs of the communities in which they operate, including low- and moderate-income neighborhoods, consistent with safe and sound banking operations. The FDIC and OCC will also discuss economic inclusion and asset-building resources for underserved consumers that are offered by banks. Participants will learn about the various ways banks can partner with stakeholders to see the platforms for prosperity realized.

April Atkins, FDIC
Lisa Mifflin, OCC

From Homeless, Dependent and Hopeless to Confident, Employed and Self Reliant

Community Vision has been a successful facilitator of Collective Impact before they were buzz words. In 1998, a regional study on health highlighted the challenging access issues experienced by 32% of its residents. The organization brought the community together to address the problem, secured a multi-million-dollar federal grant and, through effective partnership, brought health care to 9 under-served communities. The work in this area laid the foundation for a network of free clinics and additional access points, affecting health policy, and practices involved in health care delivery to the most vulnerable. Florida Hospital was so impressed with their work; it created a $1 million endowment! Another key issue was destined to become the most challenging pillar.... Poverty Elimination. Attend this workshop to find out how Community Vision utilizes social capital, partnership and varied funding streams to change the lives of many!

Donna Sines, Community Vision

Benefits of FSA for Community Tax Preparers

For many, there are several reasons to incorporate FSA (Facilitated-Self-Assistance) into your existing tax prep offering, but for others, it might not be the right fit. Attend if your organization is looking to:
  • Expand the number of clients served each year while minimizing growth of program costs?
  • Empower taxpayers to navigate the tax system on their own
  • Create options for computer-savvy taxpayers with simple return types
  • Identify tactics to avoid congestion at VITA sites during peak operation times
  • Diversify the types of corporate partners or adding sources of funding
  • Create partnerships with community colleges or workforce centers
  • Lower the average age of taxpayers served
Lee Davenport, Davenport Consulting

Workshop Session B

Turn that No into a Yes

Preparing a successful written proposal requires an organized, systematic approach to effectively convey your story. We want to provide resources that can assist you and turn that ""no"" into a ""yes." We will have three funders share their story on why they decline and what makes a successful application. The background will include corporate, government and united way grants applications. Effectively strategizing your proposal idea is what this workshop will emphasize.

Jahkiya Bell, Heart of Florida United Way
Joyce Odongo, Wells Fargo
Valmarie H. Turner, Seminole County Community Services Department

Saving Through Tax Refund: Reach Saving Goals

Clients served by the IRS Volunteer Income Tax Assistance (VITA) program and others with low to moderate incomes—defined as those making $49,000 or less per year for a family of four—often live paycheck-to-paycheck and can find it difficult to save money. They have many valid reasons to start a savings plan, from meeting short-term goals like paying down debt and creating an emergency fund to avoid tapping high-cost financial services, to longer-term goals including receiving additional education and owning a home. While their incomes can make it a challenge to begin saving money, learning basic financial skills and setting up a savings plan using annual tax refunds can help them reach a more stable financial future.

Mary Jeannette Schultz, National Endowment for Financial Education

The Fundamentals of Financial Fitness

The presentation will review statistical findings about American Adults and their finances. During the course of the presentation we will show how these statistics directly impact businesses economically. We will discuss how financial insecurity can be redirected through financial education classes incorporated into existing programming from non-profit and for-profit organizations. The presentation will also have a demonstration of content including and understanding of credit and scoring to show how participants can learn in a live setting. The purpose of the presentation is to show how financial stress impacts adults, businesses followed by a live demonstration of key content and a Q&A session.

Rob Lindsey, Regions Bank
Fiona Markovich, Regions Bank

Wednesday Afternoon Plenary

Great Scott! That’s A Great Idea! Why Haven’t We Met Before?

Great Scott! That’s A Great Idea! Why Haven’t We Met Before? This is the session that you have asked for - an interactive session on who you are and what you are doing! There is much more than 1.2 gigawatts of information to share across the state limited time to do it (Doesn’t it feel like we are always “OUTATIME”?). Join us for this afternoon plenary where you will meet the people performing the impossible tasks across the state, you!

Barry Altland, Head, Heart and Hands Engagement Collective
Juli Lewis, Southeastern Credit Union Foundation

Wednesday Evening

Casual/Networking Reception

Thursday, June 1

7:00 a.m. – 5:00 p.m.


Continental Breakfast 7:00 a.m. – 8:00 a.m.

Continental Breakfast

Morning Plenary 8:00 a.m.

Going Backward In Order To Go Forward

In this exciting session attendees will discover the time tested principles of moving forward by going backward. Many times we are so focused on moving forward that we miss opportunities to take a step back and reevaluate and reflect on the ABC's of whom we are and where we are going. In this session you will learn how to rediscover your purpose, how to identify the enemies that hold you back, how to develop a falling forward mentality and learn how to avoid the dangerous part of you.
Scott George, Pine Castle United Methodist Church; Orlando Hope

Enhancing Emotional Intelligence Can Guarantee Life Success

What makes us smart? Is it that we received good grades in school or high scores on standardized tests? Is an IQ score the best or even the only way to demonstrate intelligence? What about the music prodigy, architect, interior designer, artist or professional athlete? How can we explain those who have an innate ability with plants and animals or even people?
In his 1983 seminal work, Dr. Howard Gardner published his first book suggesting there are no less than seven and possibly as many as nine “multiple intelligences” that demonstrate intelligence in different ways. However, formal education, college entrance exams and even IQ tests only measure and focus development on two of these. And yet neither of those two can adequately predict future success even half as reliably as emotional intelligence can. Come learn what it takes to enhance and apply your emotional intelligence.
Rusty Bozman, Workplace Synergistics, Inc

Thursday Morning

Workshop Session C

Back to the Basic Banking Products

Did you know that banks offer products that help the unbanked and underbanked? Join the FDIC for a panel discussion on the products that your clientele needs to financial sustainability. Participants will learn about the FDIC’s Economic Inclusion Initiative that offers banks with templates to provide products to low- to moderate-income consumers. Also, you will hear from local banks on how they meet the needs of their communities.

Penny King, FDIC
John Olsen, FDIC

Financial Wellness in the Workplace: Building A Program for Well-Being

According to the Consumer Financial Protection Bureau (CFPB), seven out of ten American workers say financial stress is their most common form of stress and almost half (48%) find dealing with their financial situation stressful. Financial distress negatively affects well-being, relationships, families, and in the workplace, is strongly linked with presenteeism, the loss of workplace productivity due to health or personal issues. Participants will learn how to develop a framework for a financial wellness program, the infrastructure needed to initiate and implement an outreach program for a diverse employee population, and effective practices for financial wellness program development and delivery.

Jennifer Staley, Federal Reserve Bank of Atlanta
Lesley Mace, Federal Reserve Bank of Atlanta

FAFSA Line by Line Training

The FAFSA remains a mystery and source of frustration for many students in Florida. As a result, qualifying students do not apply and leave millions of federal financial aid dollars “on the table.” This session will help attendees understand: the purpose of the FAFSA and its role at the federal-state-institutional level, the application components in detail, the IRS Data Retrieval Tool, and how to set up the FSA ID required for electronic submission. Participants will be better informed when counseling their clients/students and learn resources for assistance in special circumstances.

Pauline Simmonds-Brown, Thw HEN Journey, C4E

Workshop Session D

DOUBLE FEATURE: ALICE the Sequel and Dialog Drives Drama

The ALICE Report has changed conversations across the state but is the sequel as good as the original? Spoiler alert…its better. Reports are great, but picking the right message for the right audience is even more important. You might have a world-class director and ‘actors’ but is the story you are telling funders, influencers and policy makers in alignment with the revenue and recognition you expect?
This interactive presentation will help participants at a variety of seniority levels explore additional ways to engage and persuade the leaders and influencers. We will review narrative storytelling (data, details and anecdotes) as well as powerful questions, problem solving, champions, persistence and creativity as ways to achieve your influence, funding and advocacy goals.


Danielle Doss, United Way of Broward
Heather Davidson, United Way of Broward

Taking Basic Communication to Another Level to Enhance and Expand Outreach

In the context of financial programs, program administrators must exercise discretion and caution when dealing with client information. Also, in rural areas, there is a challenge to recruit volunteers for programs. University of Florida Institute of Food and Agricultural Sciences Extension uses different methods to address this with their Volunteer Income Tax Assistance (VITA) Skype program. In this presentation, alternative communication strategies and emerging technologies that have been employed in a tax and financial education extension program to address these issues are discussed. Finally, recommendations are described for the potential application of such methods in other programs.

Heather Janney, UF/IFAS Extension
Carree Musgrove, UF/IFAS Extension
Heidi Copeland, UF/IFAS Extension

Changing the Basics: Using technology to change financial management behaviors

Attendees will learn about the key findings of a recently released study of the MyBudgetCoach financial coaching platform, completed by the Center for Financial Security at the University of Wisconsin-Madison. To put the findings in context, we will also give a brief demonstration of the MyBudgetCoach platform. Attendees will get a better understanding of how technology is being used to enhance coaching by practitioners at organizations such as the United Way-Suncoast along with understanding how they can use tech (MyBudgetCoach and others) to create standardized turnkey solutions that can make financial coaching significantly more accessible and impactful for clients.

Peter Rubenstein, Solutions for Progress
Holly Bullard, United Way Suncoast

Luncheon Plenary


As it turns out, millennials don't necessarily want to be financially literate. They would rather know exactly what to do to become financially successful over the long term. I will drill down further into my 5 step plan to financial success program that is helping thousands of millennials believe in their future again and discuss how any organization can adopt this plan to help drive future prosperity for this massive generation.

Todd Romer, Young Money Media

The Expectation Gap

Why are we getting richer but not happier? Why do lottery winners not have sustained happiness? Why are bronze medalists often happier than silver medalists? Why does having more choice decrease our wellbeing? Why does trying to be happy often make us more unhappy? These are important questions to answer. Nat Ware will explore the groundbreaking research on happiness that has been undertaken at Oxford and Harvard over the past decade. Interestingly, our thinking process fundamentally differs from our feeling process, and we often unintentionally create expectation gaps - the gaps between our expectations and reality. This entertaining and educational talk will challenge you to start taking your happiness seriously, to change the very way you make decisions, and to not seduced into a way of life that conspires against your contentment. At the end of this talk you will be able to: - Know the underlying reason why we regularly make decisions that reduce, rather than increase, our happiness. - Understand the three main drivers of unhappiness (regret, insignificance, and disappointment) - Apply strategies for living a happier and more satisfying life, including knowing how to dealing with excess choice, how to manage risk and uncertainty, how to have the right perspective in every situation, and how to manage expectations.

Nat Ware

Thursday Afternoon

Workshop Session E

Impediments to Stability in Senior Citizen Homeownership

There has been an alarming increase in wrongful foreclosures of senior citizens’ homes. The presentation shall make participants aware of the problem and solution. Attendees will learn the traits of reverse mortgage and the problems inherent in the servicing of these mortgages which lead to the unnecessary loss of homes for senior citizens, widows, widowers and heirs. The servicing of these mortgages is based upon arbitrary and unstated ―rules imposed upon reverse mortgages.

Lynn Drysdale, Jacksonville Area Legal Aid, Inc.

Utilizing Motivational Interviewing

No matter whom you are, change is hard! Motivational interviewing (MI) might be the silver bullet you need to help clients achieve their financial goals. MI is a client centered approach designed to help clients make positive changes while building their confidence and strengthening the commitment to change. This approach has also been shown to decrease staff burn out while increasing client engagement.

Sarah Ellis, UF/IFAS Extension
Taylor Spangler, UF/IFAS Extension

Back to the Future: A Study on FinTech use with Clients

Want to prepare your organization for the future? Come learn about a research project Catalyst Miami led in partnership with the University of Miami focused using FinTech (Financial Technology) to better the outcomes of Financial Coaching and Capability clients. We will discuss lessons learned and how organizations can better incorporate FinTech into their direct services. The presentation will focus on the experience, successes, and lessons learned from the study. Additionally, the white paper and additional resources will be available to those to attend the presentation as takeaways.

Christopher Budi, Catalyst Miami
Darren Liddell, Catalyst Miami
Chris Moreno, Catalyst Miami

Workshop Session F

Nudges and Nets: How a comprehensive financial strategy can empower formerly-homeless families

Financial literacy is a necessary part of economic mobility, but not enough. The Gulf Coast Community Foundation, in partnership with United Way Suncoast, presents initial outcomes from the Financial Sustainability Initiative, a comprehensive set of financial empowerment strategies— coaching, financial education, matched-savings accounts, goal-based incentives and alternatives to high-cost debt—integrated into already operating case management and housing subsidy programs for homeless families in Sarasota County. Learn about simple behavioral economics-based ‘nudges’ and ‘nets’ that the financial coaches have used to shift behavior.

Holly Bullard, United Way Suncoast
Shelia Jackson, United Way Volusia/Flagler

Positioning Your Brand for Success: Doing More With Your Nonprofit Marketing Resource

By implementing best practices marketing, all nonprofits can reposition their own brand and organization for success, use their resources wisely through smarter marketing, and optimize branding and marketing with 5 minutes a day or 40 hours a week. An organization’s most valuable asset is their brand. However, today many organizations devote little time to this important element of their value in the community and the world. So much can be leveraged, beginning with the way in which you communicate your brand through social media, your website, and other channels. This workshop will provide take-away real, learned practices that you can implement in your organization, including: • What is a brand? An overview of branding, marketing, logos. • Effectively telling your story across all channels. • Tips and hints for optimizing social media. • Leveraging content management and all your marketing resources and measuring results.

Janet de Guehery, Florida Community Loan Fund
Lisa Junkerman, Chief Marketing Associates, Inc.

Back to the Future

To get the basics right, we need to have a good understanding of what will come in the future. This enlightening workshop will explore the latest technological trends and business model trends to give you a firm grasp of what is around the corner and how you can prepare for the future that inevitably awaits us. Almost every aspect of our lives - from financial planning to relationships to studying to work to relaxation - will be fundamentally different in 20 years from now. New forms of business models will exist that were previously impossible. New forms of entertainment will exist that you’ve never thought of. New types of savings and investment options will be prevalent. Don’t you want to know what the future holds?

Nat Ware, 180 Degrees Consulting


What It's Worth

Americans everywhere struggle to build strong financial futures for themselves and their families. What It's Worth, provides a roadmap for what families, communities and our nation can do to move forward on the path to financial well-being which is intrinsically linked to every aspect of a person’s life—and the ability to dream and plan.
Speakers Kate Griffin, CFED

Friday, June 2

7:30 a.m. – 9:00 a.m.


Continental Breakfast 7:30 a.m. – 8:30 a.m.

Continental Breakfast

Free Breakfast Workshop 8:00 a.m.

Seeing Is Believing

Interactive presentation related to the old saying “Seeing is Believing”. This workshop teaches the process for engaging clientele in the construction of a VISION BOARD.

The benefits of a VISION BOARD are as follows:
1. Repeated positive re-enforcement of goals.
2. The focus in on feelings not just things. Creating positive feelings about savings, healthier living, better housing, etc., increases self esteem and strengthens the resolve to accomplish the desired goal.
3. Teaching the attendees allows them to take the process back to their clientele and give positive feedback based on their own experience.
4. VISION BOARDS provide a prospective that reflects the diversity of those working on them without creating difficult moments.
5. It is an easy way to help adjust attitudes about change.

Dr. Evelyn Bethune, The Bethune Group/Allen Community Development, Inc.

Friday Morning

Friday Morning Plenary

African American Economic Inequality: A Twenty-First Century Challenge

By the middle of the twenty-first century, the United States will be a “majority minority” nation. If we hope to ensure a strong middle class, historically the backbone of the national economy, then the financial health of households of color will become even more urgent than it is today. Closing the persistent “wealth divide” between white households and households of color, already a matter of social justice, must become a priority for broader economic policy.

Dedrick Asante-Muhammad, CFED

Becoming Culturally Competent: An Important Step to Eliminating Racial/Cultural Disparities

This session will provide a historical and contemporary overview of social and economic racial disparities, and how, despite the eradication of certain laws, etc., these disparities continue to persist. Our understanding and awareness of this phenomenon can lead to innovative and effective solutions to bridge the racial and economic racial divide.

Dan Spikes, Iowa State University

12 Noon


Please note that the above agenda is planned, but may differ at a later date. Please check back for any changes!

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