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Consumer Resource Center

FDIC and OCC will host an event on Economic Inclusion in Missouri

Event Date
- (9am - 1pm EST)
Location
The Kauffman Foundation Center, 4801 Rockhill Rd, Kansas City, MO 64110

The Federal Deposit Insurance Corporation (FDIC) 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. FDIC 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 – 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 “Jami” Shipman, Associate Professor of Accounting, Rockhurst University
  • Michael J Nield, Community Affairs Officer, OCC
  • Hansen Lasconia, Senior Community Affairs Specialist, FDIC
  • Mia Sowell, Senior Community Affairs Specialist, FDIC
  • Jeffrey Weinstein, Senior Financial Economist, FDIC
  • Teresa Green, Community Affairs Specialist, FDIC

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.

 Who 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 FDIC 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.  You will receive a confirmation email once completed.  

REGISTER

Contact Information:

 If you have any questions about the event, please email Teresa Green at tegreen@fdic.gov.

Additional Resources:    

Tag(s)
Community Affairs

Last Updated: December 19, 2024