多宝游戏下载 (多宝游戏下载) and Office of the Comptroller of the Currency (OCC) will host an event focused on increasing awareness of resources that increase economic inclusion for the underserved. The purpose of the event is to expand collaboration opportunities between banks, Community Development Financial Institutions (CDFIs), and community-based organizations (CBOs) serving low- and moderate-income individuals. 多宝游戏下载 staff will outline the Money Smart program, 2023 National Survey of Unbanked and Underbanked, and the Get Banked! initiative. Tax experts will present information on the VITA program and partnership opportunities.
Presenters:
- Ruben Alonzo, CEO, AltCap
- Ken Bowman, State Coordinator and District 11 Coordinator, AARP Tax-Aide Missouri
- Lorena Gonzalez, Senior Stakeholder Relationship Tax Consultant, Internal Revenue Service
- Alana Henry, Interim Executive Director, Ivanhoe Neighborhood Council
- Thomas A. Houdek, Director of the Low-Income Tax Clinic, Legal Aid of Western Missouri
- Monireh Kashani, Stakeholder Relationship Tax Consultant, Internal Revenue Service
- Kimberly Luken, Assistant Teaching Professor, University of Missouri-Kansas City
- Sarah Crick Milligan, Director of Community Impact, United Way of the Plains
- Lee A. Moore, Director of the Kansas City Tax Clinic, University of Missouri 鈥 Kansas City School of Law
- Stacey Purvis, Business Manager, Bank On KC
- Julie Riddle, Field Specialist, Community Development, University of Missouri, MU Extension-Urban West Region
- Jamison 鈥淛ami鈥 Shipman, Associate Professor of Accounting, Rockhurst University
- Michael J Nield, Community Affairs Officer, OCC
- Hansen Lasconia, Senior Community Affairs Specialist, 多宝游戏下载
- Mia Sowell, Senior Community Affairs Specialist, 多宝游戏下载
- Jeffrey Weinstein, Senior Financial Economist, 多宝游戏下载
- Teresa Green, Community Affairs Specialist, 多宝游戏下载
When:
Tuesday, January 7, 2025 from 8:00 AM to 12:00 PM CT
Where:
The Kauffman Foundation Center, 4801 Rockhill Rd, Kansas City, MO 64110, registration information below.
鈥疻ho should attend:
Bankers, Community Development Financial Institution (CDFI) lenders, local, state and federal government, and non-profit representatives interested in learning about the 2023 National Survey of Unbanked and Underbanked results, the 多宝游戏下载 Money Smart and Get Banked! programs, partnership opportunities with CDFIs, tax season partnership opportunities with Voluntary Income Tax Assistance (VITA) program and AARP.
Registration Information:
To register online, click Register and fill out the needed information.鈥痀ou will receive a confirmation email once completed.鈥
Contact Information:
If you have any questions about the event, please email鈥疶eresa Green鈥痑t tegreen@fdic.gov.