This Summit, held on November 16, 2016, brought together leaders in government, the financial services sector, the disability and asset building communities and Fortune 100 companies to discuss strategies for improving financial access for individuals across the spectrum of disabilities. During breakout sessions, groups worked together to design the next generation of collective efforts that seek to fulfill the promise of the Americans with Disabilities Act (ADA) to bring people with disabilities more fully into the economic mainstream. Below, you will find the resources given out at the summit. An additional resource, "Financial Inclusion Resources" has also been included for attendees and interested parties to use.
Welcome video from Mayor Ginter
Welcome and Introductions
- Michael Morris, Executive Director, National Disability Institute
- Amy Furash, Executive Director, Business Operations, JPMorgan Chase & Co.
- Mayor Andrew J. Ginther, Welcome Video
Why Are We Here? A Presentation of Data on Poverty and Financial Inclusion - Michael Morris
Advancing Financial Inclusion Panel: Challenges and Opportunities for Individuals with Disabilities
- Courtney Mullin, Project Manager, Ohio DB 101, Ohio Department Developmental Disabilities, Employment First
- Brandy N. Avery, Director of Financial Empowerment Services, Columbus Urban League
- Katie Frederick, Executive Director, American Council of the Blind of Ohio
- Stephanie Hoffer, Professor of Law, The Ohio State University Moritz College of Law
Your Money, Your Goals (YMYG): Building Inclusion and Disability Awareness - Alice Coday, Financial Empowerment Specialist, Financial Empowerment
Keynote: ABLE Accounts – A New Pathway to Financial Inclusion and Independence - Juliana Crist, Director, Ohio’s STABLE Accounts, Office of the State Treasurer
Summit Follow Up and Next Steps
Roundtable Recommendations - Full List
For your information and review, is our compiled list of suggestions that resulted from the roundtable discussions on November 16th. The list consists of recommendations and suggestions in four areas:
- Ideas about how financial institutions can improve access and long-term relationships with customers across the spectrum of disabilities.
- Ideas on how we can work together to build the capacity of government, disability, and other community nonprofit agencies to provide financial education and coaching to improve the financial capability and decision-making of individuals with disabilities.
- suggestions on what people with disabilities want from a banking relationship.
- how to educate the disability community about ABLE accounts.
Roundtable Recommendations - Priority List
The votes are in. Thank you for sharing your priorities from the list of recommendations developed at the Summit to advance financial inclusion for people across the spectrum of disabilities. The priorities attached offer practical next steps for follow up activities. If you are interested in being part of a small post-Summit work group to design implementation strategies, please send an email to Alice Coday (email@example.com). We look forward to hearing from you.