Schedule

 

TUESDAY, OCTOBER 17th
Pre-Conference Practicums
8:00 am - 9:00 am Registration and breakfast available
9:00 am - 2:30 pm*

*lunch break, 12 - 12:45 pm

Practicum – Tools and Next Steps for Financial Capability Work: Behind on Bills and Financial Education Standards Santiam Ballroom 1, 2 & 3
Practicum – Winning in Salem: Tools to Build Effective and Powerful Coalitions w/ Tanya Beer Santiam Ballroom 4 & 5
Practicum – Creating Opportunity for People with Disabilities Through Program Design and Self Advocacy Santiam Ballroom 6
2:30 pm - 3:00 pm Break
3:00 pm - 4:15 pm Plenary Session - Making Change: Stories of Change at the Individual, Community, and Organizational Level
Ballroom 1, 2 & 3
4:15 pm - 6:00 pm IDA Marketplace and Reception – Interact with and peruse the goods of a number of Oregon IDA Initiative participant business owners, alll while enjoying refreshments and networking. Always a highlight of the conference! Gallery
WEDNESDAY, OCTOBER 18th
8:00 am - 9:00 am Registration and breakfast available
9:00 am - 10:00 am Plenary Session:

Introduction by Margaret Salazar, Director, Oregon Housing and Community Services - Oregon’s Housing Plan: Integrating Equity into Statewide Policy

Tom Shapiro | Toxic Inequality: The Dangers of America’s Racial Wealth Gap and Tools to Address It 

Santiam Ballroom 1,2 &3
10:00 am - 10:15 am Break
10:15 am - 11:30 am Breakout Sessions
Oregon Housing and Community Services (OHCS): Creating a Statewide Housing Plan for Oregon Board Room (located in the Hotel lobby)
Building Racial Wealth Equity Santiam Ballroom 1, 2 & 3
Tools for Change Santiam Ballroom 4 & 5
Financial Institution Partnerships: What to Wish For, How to Build Them Pringle Creek Room (located on the 2nd floor)
Creating Supported Housing Across Oregon: What’s Needed and Where Do We Go From Here Santiam Ballroom 6
11:30 am - 1:00 pm Buffet Lunch & Plenary Session

Introduction by Oregon State Treasurer, Tobias Read | Update on Oregon Saves

José A. Quiñonez, Executive Director, Mission Asset Fund | Building From the Hierarchy of Need: The Next Frontiers in Asset Building

Santiam Ballroom 1, 2 & 3
1:00 pm - 1:45 pm Break – Gallery Walk & “Ask an Expert” Interactive Opportunity Gallery
1:45 pm - 3:00 pm Breakout Sessions

Oregon Housing and Community Services (OHCS): Creating a Statewide Housing Plan for Oregon Board Room (located in the Hotel lobby)
Lifecycle Approaches to Student Debt: What to Do Before, During, and After College Santian Ballroom 6
Elevating the Voices of Residents to Create Housing Opportunity Santiam Ballroom 4 & 5
Client Centered Program Design: Learning From the Mission Asset Fund Experience Santiam Ballroom 1, 2, & 3
3:00 pm - 3:15 pm Break
3:15 pm - 4:30 pm Breakout Sessions

Asset Building: Next Steps to Build Children’s Savings, an Assets Agenda, and Support for Financial Practitioners Santiam Ballroom 4 & 5
Housing Policy: Taking the Leap to Build Housing Opportunity Santiam Ballroom 1, 2, & 3
View the schedule as a PDF

Sessions

Tuesday, Oct. 17

9:00 to 2:30 pm

Choose Your Practicum

Tools and Next Steps for Financial Capability Work: Behind on Bills and Financial Education Standards
Santiam Ballroom 1, 2, & 3

Speakers:
Patty Avery, Financial Empowerment Program Specialist, Consumer Financial Protection Bureau
Daniel Dodd-Ramírez, Assistant Director of Financial Empowerment, Consumer Financial Protection Bureau

Money issues and financial concerns cut across situations and communities. Is financial empowerment integrated into the work your organization does everyday? Join us for a training on how to use the Behind on Bills toolkit to quickly and easily talk with people about common financial stressors.

The Behind on Bills toolkit contains eight tools that help people set financial goals, track and manage income and spending, plan for and prioritize their bills and expenses, and understand their rights and responsibilities when they are contacted by debt collectors. Patty Avery and Daniel Dodd-Ramirez from the Consumer Financial Protection Bureau will provide an in-depth look at how to engage clients in conversations about their financial well-being and how to use the tools to help clients take their next step towards solid financial footing. Attendees will leave ready to use the toolkit with clients and community members and ready to train their colleagues in its use. This practicum will begin with an update on the Oregon Individual Development Account Initiative’s Financial Education Standards.

 

Winning in Salem: Tools to Build Effective and Powerful Coalitions
Santiam Ballroom 4 & 5 

Speaker:
Tanya Beer, Associate Director, Center for Evaluation Innovation

Join Tanya Beer for a session to dig into the mysteries of what makes a strong and effective policy coalition. Tanya Beer is from the Center for Evaluation Innovation, and thinks about how we evaluate the work of advocacy coalitions seeking to create policy change. She utilizes tools to assess efforts across a range of strategies from public education, media, and influencing decision makers. You will learn and apply tools to help build a strong base for successful housing and asset building conversations in future legislative sessions. Anyone who works in coalition with others to create policy change should consider attending this workshop to think about what’s needed to move our efforts to the next level!

 

Creating Opportunity for People with Disabilities Through Program Design and Self Advocacy
Santiam Ballroom 6

Speakers:
Allison Barber, Asset Building Administrative Coordinator, Community Vision
Gabrielle Guedon, Executive Director, Oregon Self Advocacy Coalition
Senator Sara Gelser, Chair of the Senate Human Services Committee, Oregon State Legislature
Jennifer Knapp, Community Engagement Director, Community Vision
Ross Ryan, Oregon Self Advocacy Coalition
Emerson Sekins, Deputy Director, NW Access Fund

This session will begin with a disability sensitivity training led by Emerson Sekins of Northwest Access Fund and Allison Barber and Jennifer Knapp of Community Vision. They will share a framework for approaching efforts to remove barriers for people with disabilities, and some history of the organizing and legal work that has been done on this issue.

After lunch, Gabielle Guedon and Ross Ryan of the Oregon Self Advocacy Coalition will share the guidelines they’ve developed for partners working to support their advocacy, and will talk about the impacts they have had on state policy. State Senator Sara Gelser, Chair of the Senate Human Services Committee in the Oregon Legislature, will share her perspective on the impact of OSAC members and other self-advocates on Oregon policy.

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3:00 to 4:15 pm

Plenary

Making Change: Stories of Change at the Individual, Community, and Organizational Level
Santiam Ballroom 1, 2, & 3

Speakers:
Tanya Beer, Associate Director, Center for Evaluation Innovation
Se-ah-dom Edmo, Movement Building Director, Western States Center
Lillian Karabaic, Oh My Dollar
Aldo Solano, Community Organizer, Health Equity Initiative, Oregon Latino Health Coalition

What does it take to change our communities for the good? Join us for this fast paced and nontraditional session to hear from four exceptional leaders who are bringing their creativity and passion to their roles as leaders. Se-ah-dom Edmo, Lillian Karabaic, Aldo Solano, and Tanya Beer will share their insights and personal perspectives on equity, leadership, financial stability, change, social justice, and community building. We guarantee that you’ll be inspired, excited and challenged to re:think and re:imagine your role as a community leader.

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4:15 to 6:00 pm

IDA Marketplace and Reception
Gallery

Sponsored by Community Action Partnership of Oregon (CAPO)

Don't miss a highlight of every RE:Conference! Browse the wares of Oregon IDA Initiative business owners from across the state, network with your colleagues, and enjoy refreshments at the IDA Marketplace and Reception. You can find more information about the Marketplace vendors here. Come ready to shop!

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Wednesday, Oct. 18

9:00 to 10:00 am

Plenary
Santiam Ballroom 1, 2, & 3

Introduction by Margaret Salazar, Director Oregon Housing and Community Services - Oregon’s Housing Plan: Integrating Equity into Statewide Policy

Toxic Inequality: The Dangers of America’s Racial Wealth Gap and Tools to Address It

Thomas M. Shapiro, Director of the Institute on Assets and Social Policy at Brandeis University, will share insights from his life’s work examining how American social policy creates extreme racial wealth inequality. Shapiro argues that inequality not only limits the economic potential of African Americans, Latinos and other communities of color, but if unaddressed, it also stands to threaten our collective future. Finally, he will share tools to help us shape public policy to create a new future.

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10:15 to 11:30 am

Breakout Sessions

Breakout 1:
Oregon Housing and Community Services (OHCS): Creating a Statewide Housing Plan for Oregon
Board Room 1 (located in the Grand Hotel lobby)

Speakers:
Megan Bolton, Senior Research Analyst, Oregon Housing and Community Services
Shoshanah Oppenheim, Planning and Policy Manger, Oregon Housing and Community Services

Oregon Housing and Community Services is currently engaged in developing a Statewide Housing Plan to better articulate the housing needs being faced by communities across Oregon, and potential solutions.  Attend these sessions to hear more about the Statewide Housing Plan, hear when they will be visiting your community, and help guide the future of OHCS investments in Oregon communities by sharing what OHCS should know about your community needs as they plan for their future work.

Breakout 2:
Building Racial Wealth Equity
Santiam Ballroom 1, 2, & 3

Speakers:
Mary Li, Multnomah Idea lab, Multnomah County
Solana Rice, Director of State & Local Policy, Prosperity Now
Margaret Salazar, Director Oregon Housing and Community Services
Thomas Shapiro, Director of the Institute on Assets & Social Policy, Brandeis University; Author

Join Thomas Shapiro, Solana Rice, and local leaders to learn how policy can be designed to reverse trends and address racial wealth inequality. Both IASP/Brandeis and Prosperity Now have designed tools and blueprints to help us evaluate policy proposals and guide both advocacy and program implementation. How do we apply these to our work here in Oregon to build Children’s Savings, create homeownership opportunities, and build the assets of individuals and communities in ways that will reduce racial wealth disparities and reverse current trends?

Breakout 3:
Tools for Change
Santiam Ballroom 4 & 5

Speaker:
Alison McIntosh,  Deputy Director of Policy & Communications, Neighborhood Partnerships
Jessica Junke, Director of Economic Opportunity, Neighborhood Partnerships

Add some strategic communications tools and skills to your toolbox as an advocate for change. Attendees will learn about how to communicate more strategically with policy makers, and will  leave with tested messages on housing and asset building to put to use immediately.

Breakout 4:
Financial Institution Partnerships: What to Wish For, How to Build Them
Pringle Creek Room (Located on 2nd floor)

Moderator:
Anthony Pechtel, Director of Philanthropy, REACH CDC

Panelists:
Adam Stein, Fair and Responsible Banking Manager, Columbia Bank
Kate Rood, Community Engagement Officer, Beneficial State Bank Foundation
Steve Pagenstecher, VP Member Experience, Point West Credit Union

Financial institutions can be powerful partners, from funding to volunteers to board members. Learn from a panel of professionals representing a variety of financial institutions about their community engagement and investment models, and how to engage and build effective partnerships with the financial institutions in your community.

Breakout 5:
Creating Supported Housing Across Oregon: What’s Needed and Where Do We Go From Here
Santiam Ballroom 6

Moderator:
Kenny LaPoint, Assistant Director Public Affairs, Oregon Housing and Community Services

Panelists:
Royce Bowlin, Director of Behavioral Health Policy, Oregon Health Authority
Sharon Fitzgerald, Senior Director of Housing & Recovery Support Services, Central City Concern
Jacob Fox, Executive Director, Housing and Community Services Agency of Lane County
David Rugh, Housing Support Specialist, Central City Concern
Karen Wheeler, Business Development Associate, Greater Oregon Behavioral Health Inc.
Melissa Arnold, Bud Clark Commons Program Supervisor, Home Forward

Supported housing is a key element in our state’s strategies to prevent and end homelessness by providing housing with needed services. Join a panel of experts to hear what’s working in Oregon, where we have gaps and barriers to creating more supported housing, and what we can do collectively to create more capacity to develop supported housing. Our panel of experts includes supported housing providers, housing developers, health systems representatives, and more.

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11:30 am to 1:00 pm

Buffet Lunch and Plenary
Santiam Ballroom 1, 2, & 3

Speakers:

Introduction by Tobias Read, Oregon State Treasurer - Update on Oregon Saves, Oregon’s exciting new retirement savings option

Building from the Hierarchy of Need: The Next Frontiers in Asset Building

José Quiñonez, Executive Director, Mission Asset Fund

José Quiñonez is the Executive Director of Mission Asset Fund (MAF), which works to build financial capabilities of residents with low incomes in San Francisco and across the country using a model that builds on the needs and strengths of individuals, meeting them where they are. MAF has pioneered new, culturally appropriate models for credit building and building financial capability. José has been recognized many times over the years for his leadership and vision – join us to learn more about where MAF has been, and for a glimpse of the next steps in our field.

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1:00 to 1:45 pm

Gallery Walk & "Ask an Expert" Interactive Opportunity
Gallery

Join us for an interactive Gallery Walk! During the Gallery Walk, you will have the opportunity to engage with a range of experts and tables on key topics highlighted during the RE:Conference. You will be able to choose your own adventure, and ask a critical question, learn a new piece of information, provide an opinion, or take a minute to contact their legislator! This highly interactive session will leave you energized and ready for the afternoon panel sessions.

Oregon Saves - Learn more about Oregon's exciting new retirement plan, and what it means for you and your partners

Oregon Statewide Housing Plan - Join staff from Oregon Housing and Community Services to provide your experiences, information, and input into this plan that will determine agency priorities for the next several years

Oregon Housing Alliance - Learn more about the Oregon Housing Alliance, write a postcard about housing opportunity to your legislator directly, and tell us your big idea for housing opportunity!

Prosperity Now - Solana Rice will share new tools from Prosperity Now that will make your advocacy and policy work easier and more effective. Check out the Racial Equity Blueprint, the Assets and Opportunity Scorecard, and the new Advocacy Center

Mission Asset FundJosé Quiñonez will take questions about the work of Mission Asset Fund and the hierarchy of need that drives their program design

Asset Builders UniteMeet your peers in Oregon’s asset building community and learn more about all the ways you can connect to learn, share resources, and increase our impact on policy and in our communities

 

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1:45 to 3:00 pm

Breakout Sessions

Breakout 1:
Oregon Housing and Community Services (OHCS): Creating a Statewide Housing Plan for Oregon
Board Room (located in the Grand Hotel lobby)

Speakers:
Megan Bolton, Senior Research Analyst, Oregon Housing and Community Services
Shoshanah Oppenheim, Planning and Policy Manger, Oregon Housing and Community Services

Oregon Housing and Community Services is currently engaged in developing a Statewide Housing Plan to better articulate the housing needs being faced by communities across Oregon, and potential solutions.  Attend these sessions to hear more about the Statewide Housing Plan, hear when they will be visiting your community, and help guide the future of OHCS investments in Oregon communities by sharing what OHCS should know about your community needs as they plan for their future work.

Breakout 2:
Lifecycle Approaches to Student Debt: What To Do Before, During, and After College
Santiam Ballroom 6

Speaker:
Stephanie Sampedro, Financial Aid Specialist, Clackamas Community College

Despite being the second largest form of consumer debt at $1.4 trillion, many people struggle to understand and navigate the student loan debt system. In this session, we will cover all things student loans: from filling out the FAFSA to paying off debt. Do you have questions about all the different types of student loans? Are you confused about the differences between the 7 loan repayment plans? Do you want to learn more about how student loans might affect your client’s ability to purchase a home? Come to this session to learn how to navigate the complex system, find resources, and better understand how to coach clients through determining their best plan of action.

Breakout 3:
Elevating the Voices of Residents to Create Housing Opportunity
Santiam Ballroom 4 & 5

Speakers:
Michael Anderson, Housing Trust Fund Project Director, Center for Community Change
Maria Hernandez, Leader, Residents United Network, Housing California
Constance Slider Pierre, Director of Organizing and Community Engagement, Housing California

People directly impacted by issues of housing affordability bring a truly different element to conversations about housing opportunity, and are incredibly powerful spokespeople. Engaging residents is important and critical work to taking the movement for housing opportunity to the next level. Join Michael Anderson from the Center for Community Change and two special guests to hear about what neighboring states are doing to elevate the voices of residents of affordable housing.

Breakout 4:
Client Centered Program Design: Learning From the Mission Asset Fund Experience
Santiam Ballroom 1, 2, & 3

Speakers:
Carlos Garcia, Director of Economic Opportunity, Hacienda CDC
José Quiñonez, Executive Director, Mission Asset Fund

José Quiñonez, Director of Mission Asset Fund (MAF), will share insights from the organization’s long history of adapting and adjusting in order to provide culturally responsive programming and community engagement. Quiñonez will provide information about MAF’s current operating philosophy and the path they have taken to get there. Carlos Garcia, Director of Economic Opportunity at Hacienda CDC will lead an exploration of a human centered design tool that can help other organizations on a similar path.  

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3:15 to 4:30 pm

Breakout Sessions

Breakout 1:
Asset Building: Next Steps to Build Children’s Savings, an Assets Agenda, and Support for Financial Practitioners
Santiam Ballroom 4 & 5

Speakers:
Quin Collins, IDA Program Manager, College Dreams
Carlos Garcia, Director of Economic Opportunity, Hacienda CDC

Join leaders from the financial capability and asset building field in Oregon to learn more about what’s happening and to share your ideas and priorities. Curious about the campaign to create a Children’s Savings Account for every Oregon child? Want to learn about policy efforts to protect consumers from unfair debt collection practices? Want to hear about opportunities to gather leaders in your community to do this work together? 

Breakout 2:
Taking the Leap to Build Housing Opportunity
Santiam Ballroom 1, 2, & 3

Speakers:
Merten Bengamenn Johnson, CEO, NeighborWorks Umpqua
Cameron Herrington, Living Cully Anti-Displacement Coordinator, Verde
Vivian Satterfield, Deputy Director, OPAL Environmental Justice Oregon
Bandana Shrestha, Community Engagement Director, AARP Oregon
Bill Boyd, Family Services Manager, JOIN

Big ideas are needed to truly make progress towards housing opportunity for Oregonians. Join a panel of housing experts and leaders to consider big and bold ideas to build housing opportunity in Oregon. Participants will have the chance to hear from leading voices in housing – ranging from tenant protections to development and more – as they talk about their big and bold ideas to create housing opportunity. Participants will also have the chance to throw their own big ideas out for consideration. 

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Neighborhood Partnerships is a statewide nonprofit organization with a 27-year history of achieving impacts throughout Oregon’s communities. We are recognized for our leadership in policy and program design, advocacy, and program management. We work with organizations, foundations, jurisdictions, trade associations, and individuals who are committed to improving life for all Oregonians. We are the manager of the Oregon Individual Development Account (IDA) Initiative, the convener of the Oregon Asset Building Coalition, and the convener of the Housing Alliance.