Conference Agenda

Day One Tuesday, August 31st

Registration Opens: 8 am

Welcome: 10:00 am - 10:50 am

Session 1: 11:00 am -12:15 pm

Nuts and Bolts: Volunteer coordination
Sustainability: Financial service alternatives
Beyond Tax Prep: Financial products

Lunch: 12:20 pm - 1:00 pm

Coalition Showcase and Networking: 1:00 pm - 1:30 pm

Keynote: 1:30 pm - 2:30 pm

Kelvin Boston is a respected financial journalist, public speaker and best selling author who the New York Times has referred to as an "outspoken voice for economic empowerment". Kelvin Boston is the executive producer and host of the Moneywise with Kelvin Boston PBS Series.

Session 2: 2:45 pm - 4:00 pm

Nuts and Bolts: Disability Initiative
Sustainability: Using social media
Beyond Tax Prep: Partnering with educational institutions

Regional Planning Meeting: 4:00 pm - 5:15 pm

Day Two Wednesday, September 1st

Breakfast: 8:00 - 8:45 am

Session 3: 9:00 - 10:15 am

Nuts and Bolts: Individual Taxpayer Identification Numbers (ITINs)
Sustainability: Sustainability through funding & planning
Beyond Tax Prep: Asset building initiatives - Savings

Plenary Session: 10:20 am - 11:20 am

Session 4: 11:30 am - 12:45 pm

Nuts and Bolts: Marketing and outreach
Beyond Tax Prep: Technology innovations
Sustainability: Federal and state advocacy

Lunch: 12:45 pm (Boxed lunches to go!)

SPEC Planning Meeting (Invite Only): 1:15 pm - 3:00 pm