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Webinars

Webinars

 
 

 

2015 Webinars

ABLE NATIONAL RESOURCE CENTER WEBINAR: Understanding ABLE - July 14, 2015

On June 19th, Treasury and IRS released proposed regulations to guide states in the establishment of ABLE programs and allowing the creation of tax advantaged savings accounts to benefit eligible individuals with disabilities. The webinar will provide an overview of the regulations, a discussion of both positive and challenging provisions, and explain next steps for the federal and state governments.

Speakers:

  • Michael Morris, National Disability Institute
  • Chris Rodriguez, National Disability Institute
  • Stuart Spielman, Autism Speaks
  • Sara Weir, National Down Syndrome Society
  • Heather Sachs, National Down Syndrome Society
  • Marty Ford, The ARC

Download the slides from this webinar (PDF)

Download the live captioning transcript

View a recording of this webinar on YouTube

 

 

Addressing the Economic Challenges of Americans with Disabilities: Highlights from Our Banking and Disability Report - July 8, 2015

Join National Disability Institute’s (NDI) Executive Director, Michael Morris as he shares highlights from a new report “Banking Status and Financial Behaviors of Adults with Disabilities: Findings from the FDIC National Survey of Unbanked and Underbanked Households.” The report finds that, in the 25 years since the landmark Americans with Disabilities Act (ADA) was signed into law, ensuring all individuals with disabilities the opportunity to achieve “economic self-sufficiency,” this population still faces numerous financial hurdles and roadblocks to financial inclusion. Based on data mined from the 2013 FDIC National Survey on Unbanked and Underbanked Households, this insightful report highlights, for the very first time, the financial choices and banking habits of adults with disabilities.

Download the slides from this webinar (PDF)

Download the live captioning transcript 

View a recording of this webinar on YouTube

 

Public Policy 101 - June 10, 2015

View this webinar for an update regarding state and federal public policy affecting the financial well-being of individuals with disabilities. During this webinar, we highlight various federal policies affecting people with disabilities, including the Achieving a Better Life Experience (ABLE) Act, the Workforce Innovations and Opportunity Act (WIOA) and the home and community-based services (HCBS) waiver rules. In addition, NDI staff give insight on future projects related to our public policy goals and initiatives.

Download the slides from this webinar (PDF)

Download the live captioning transcript

View a recording of this webinar on YouTube

 

Money and Stress - Highlights from APA’s Stress in America – Paying with Our Health Report - May 13, 2015

Join National Disability Institute (NDI) and the American Psychological Association (APA) to discuss money and stress. This webinar will provide highlights from the Stress in America – Paying with Our Health survey conducted by APA. The survey' results show that stress about money and finances is prevalent nationwide, even as aspects of the U.S. economy have improved. In fact, regardless of the economic climate, money has consistently topped Americans’ list of stressors since the first Stress in America survey in 2007. In addition to highlights of the survey and report, APA will provide strategies to help clients manage their stress about money.

Presenters:

  • Lynn Bufka PhD, Associate Executive Director, Practice, Research and Policy
    American Psychological Association
  • Anju Khubchandani, Director, Disability Issues
    American Psychological Association

Download the slides from this webinar (PDF)

Download the live captioning transcript

View a recording of this webinar on YouTube

 

Defining Financial Well-being - April 8, 2015

Join NDI and Consumer Financial Protection Bureau (CFPB) for a discussion on defining financial needs and evaluating one’s own financial health. In January, CFPB released a report titled, "Financial Well-being: The Goal of Financial Education," that included a working definition of "financial well-being" and identified the four elements of financial well-being. This webinar will explore these elements and introduce strategies practitioners can use to help consumers live a more financially independent life and build a brighter economic future. During the webinar, CFPB will also highlight other key tools available to service providers and individuals.

Presenter: Irene Skricki, Senior Financial Education Program Analyst, Office of Financial Education, Division of Consumer Education and Engagement, Consumer Financial Protection Bureau

Download the slides from this webinar (PDF)

View a recording of this webinar on YouTube

 

ABLE NATIONAL RESOURCE CENTER WEBINAR: Understanding ABLE - March 26, 2015

The ABLE National Resource Center, in collaboration with National Disability Institute, The Arc, Autism Speaks, National Down Syndrome Society, and the College Plan Savings Network hosted a webinar on "Understanding ABLE."

The webinar covered ABLE Act core components, status of implementation at the federal and state level and will reserve time for questions and answers.

Speakers:

  • Marty Ford, Senior Executive Officer of Public Policy, The Arc
  • Stuart Spielman, Senior Policy Adviser and Counsel, Autism Speaks
  • Sara Weir , President, National Down Syndrome Society
  • Mary Anne Busse, Managing Director, Great Disclosure
  • Michael Morris, Executive Director, National Disability Institute
  • Kathleen McGrath, 529 College Savings Program Director, Pennsylvania Treasury Department

Download the slides from this webinar (PDF)

Download the live captioning transcript

View a recording of this webinar on YouTube

 

Make a Real Economic Impact - March 11, 2015

Join NDI’s Real Economic Impact Network and access its many resources, tools and trainings that promote the economic advancement of people with disabilities – all for FREE! Want to know more? View the archive of this webinar and learn how you can help individuals with disabilities and your organization make a Real Economic Impact.

Download the slides from this webinar (PDF)

Download the live captioning transcript

View a recording of this webinar on YouTube

 

Free Tax Preparation for Persons with Disabilities - February 11, 2015

Do you want to provide free tax preparation services to your clients and staff? Do you think it is too late to offer free tax preparation services for this tax season? If you answered yes to both of those questions, view this webinar archive where we share an easy to implement strategy that you can do right now to incorporate free tax preparation services in to your delivery of services. MyFreeTaxes provides free federal and state tax preparation and filing assistance in all 50 states and the District of Columbia to eligible households earning less than $60,000 for online and $53,000 for in-person tax preparation in 2014. The program has helped millions of individuals and families claim more than $10 billion dollars in tax credits and refunds since 2009.

This webinar provides an overview and impact of MyFreeTaxes.com, easy strategies to incorporate MyFreeTaxes and introduces you to the MyFreeTaxes Affiliate Portal that will give you access to free marketing materials, best practices and other valuable resources.

Download the slides from this webinar (PDF)

Download the live captioning transcript

View a recording of this webinar on YouTube

 

The Pathway to Financial Stability for Persons with Disabilities - January 14, 2015

Join National Disability Institute for "The Pathway to Financial Stability for Persons with Disabilities." This webinar will provide a basic foundation of key strategies that will help guide an individual towards financial stability. We will explore the important role that public benefits and work supports, employment, free tax preparation, financial education and asset development play in building a positive pathway to financial stability.

Download the slides from this webinar (PDF)

Download the live captioning transcript

View a recording of this webinar on YouTube

 


2014 Webinars
Boosting Financial Stability Through Tax Credits - December 10, 2014

The 2009 IRS Benchmark Study found that 54 percent of taxpayers with disabilities earn less than $20,000. Only 36 percent of taxpayers with disabilities reported being aware of free tax preparation services, and just six percent indicated using them.

Join National Disability Institute and the Center on Budget and Policy Priorities to learn about opportunities to connect people with disabilities to free tax filing assistance, refundable tax credits and tools to assist with outreach.

This webinar will cover:

  • Tax credit basics for the Earned Income Credit, Child Tax Credit, and Premium Tax Credit
  • Resources to support tax credit outreach efforts
  • Opportunities to engage tax credit outreach activities

Download the slides from this webinar (PDF)

Download the live captioning transcript

View a recording of this webinar on YouTube

 

Financial Capability of Adults with Disabilities: Findings from the FINRA 2012 National Financial Capability Study - November 12, 2014

For the first time, research provides a glimpse of the financial barriers that people with disabilities face. Using information from the FINRA Investor Education Foundation 2012 National Financial Capability Study, NDI examined financial capability among people with and without disabilities. Join us to better understand the study’s major findings and NDI’s recommendations to accelerate system changes in policy and practice to improve the financial capability of this target population.

People with disabilities comprise 12-19% of the U.S. population and experience significant disparities in employment and participation in the labor force and are far more likely to live in or near poverty than other Americans. Although these disparities are well-documented, until now, we have had little understanding of the financial practices and financial capability of people with disabilities. This webinar will provide findings from a national study on the financial capability of Americans, focusing on a subset of respondents who indicated they have a disability.

Download the slides from this webinar (PDF)

Download the live captioning transcript

View a recording of this webinar on YouTube (available soon)

 

Integrating Financial Capability Strategies Within Workforce Programs - October 8, 2014

The new Workforce Innovation & Opportunity Act (WIOA) provides guidance and identifies new opportunities for American Job Centers (AJCs) to employ financial empowerment tools and resources with both youth and adult customers. Join us for on-the-ground examples from Florida and New York, where financial tools and resources are being used with AJC customers to improve the financial capability of job seekers with and without disabilities.

Download the slides from this webinar (PDF)

Download the live captioning transcript

View a recording of this webinar on YouTube

 

Pathways to Prosperity - The Intersection of Health and Asset Building - September 10, 2014

Join National Disability Institute (NDI) and the Robert Wood Johnson Foundation’s (RWJF) Commission to Build a Healthier America to explore the connection between health and asset building. This webinar will highlight recommendations from RWJF’s Commission to Build a Healthier America, provide an eye opening view of how zip code plays a role in one’s life expectancy, and identify ways to build healthy and financially fit communities.

Presenters:

  • Michael Morris, Executive Director, National Disability Institute
  • Rev. Dr. Eileen W. Lindner, Commissioner, RWJF Commission to Build a Healthier America
  • Elaine Arkin, Consultant, Robert Wood Johnson Foundation

This webinar:

  • Provides an overview of the intersection of health and asset building.
  • Provides an overview of the RWJF’s Commission to Build a Healthier America Report
  • Identifies the link between physical health and financial health
  • Identifies recommendations on how to build healthy and financially fit communities

Download the slides from this webinar (PDF)

Download the live captioning transcript

View a recording of this webinar on YouTube

 

Navigating Alternative Financial Products and Services - August 13, 2014

In this webinar, National Disability Institute and Center for Financial Services Innovation (CFSI) discuss effective strategies in navigating the wide variety of alternative financial services and products. During the webinar we will define and highlight these financial services and offer examples of their products. We will explore prepaid debit cards and tools that are connected to prepaid cards to help individuals build their financial health.

Download the slides from this webinar (PDF)

Download the live captioning transcript

View a recording of this webinar on YouTube

 

Understanding Credit: Better Money Habits - July 9 2014

In this webinar, we explore and discuss the importance of credit. In today’s economy, establishing, building and improving one's credit is more important than ever. Unfortunately, however, individuals with disabilities may experience unique challenges pursuing this endeavor. This webinar will address those challenges by providing an overview of credit, identifying ways to build credit and discussing the ramifications of poor credit as it relates employment. In addition, the webinar will introduce valuable financial tools and resources — including Bank of America’s Better Money Habits program — that allow individuals to access a free credit report, explain how to use credit wisely and instill the importance of maintaining good credit.

Download the slides from this webinar (PDF)

Download the live captioning transcript

View a recording of this webinar on YouTube

 

Joining the Economic Mainstream: A National Roundtable Discussion on Disability and Poverty - June 11, 2014

In this webinar, NDI and a panel of experts discuss national efforts to increase opportunities for low-income individuals with disabilities to join the Economic Mainstream. Individuals with disabilities live in poverty at a rate two times the national average of their non-disabled peers, many have never had a checking or savings account, and for a majority the discussion of building a better economic future is absent. Hear from a panel of disability thought leaders at the national level for a roundtable conversation about a growing national movement to increase economic opportunity and inclusion for people across the spectrum of disability.

Panelists:

  • Risa Fox - Public Health Advisor, Center for Mental Health Services, Substance Abuse and Mental Health Services Administration (SAMHSA)
  • Allison Wohl - Director, Collaboration to Promote Self-Determination (CPSD)
  • Kelly Buckland - Executive Director, National Council on Independent Living (NCIL)
  • David Sieminski - Policy Analyst, Office of Financial Empowerment, Consumer Financial Protection Bureau (CFPB)

Download the slides from this webinar (PDF)

Download the live captioning transcript

View a recording of this webinar on YouTube

 

Understanding the Family Self-Sufficiency (FSS) Program - May 14, 2014

The Family Self-Sufficiency Program (FSS) enables families that receive assistance through the Housing Choice Voucher (HCV) program and Public Housing (PH) residents to increase earned income, reduce dependency on rental subsidies, and improve the financial security of the family.

View this webinar archive to learn more about the Family Self-Sufficiency program, a protected savings opportunity for eligible individuals to build their financial stability. FSS Programs may include resources and/or connections to child care, transportation, education, job training, employment counseling, financial literacy, and homeownership counseling. FSS programs offer a unique opportunity for individuals with disabilities seeking to save money to reach a financial self-sufficiency goal, while on public benefits.

Learn more about:

  • The Family Self-Sufficiency Program, who is eligible, and how to apply
  • How to access these programs along with an explanation of the benefits
  • How these programs can benefit individuals with disabilities in building financial security

Download the slides from this webinar (PDF)

Download the live captioning transcript

View a recording of this webinar on YouTube

 

Measuring the Financial Capability of Persons with Disabilities - April 9, 2014

In this webinar, we discuss measuring the financial capability of persons with disabilities. Financial Capability is defined as building knowledge and skills for informed decision making about budgeting, money management, credit, debt, and savings that lead to tangible improvements in an individual’s financial health and stability. Financial capability is often measured by whether consumers can cover monthly expenses with income, track spending, plan ahead, save for the future and effectively navigate, select and manage financial products and services. For persons with disabilities, there are additional indicators to be considered when measuring financial capability. This webinar will identify NDI’s Financial Capability Indicators for Persons with Disabilities and explore new tools and strategies that organizations can use to improve the financial capability of persons with disabilities.

Objectives:

  • Define financial capability.
  • Define and understand financial capability indicators for persons with disabilities
  • Identify tools and strategies to improve the financial capability of persons with disabilities
  • Understand the connection between financial capability and employment goals

Download the slides from the webinar

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View a recording of this webinar on YouTube

 

The Benefits of Establishing and Living Within a Monthly Spending Plan - March 12, 2014

The 2014 REI Network Webinar series continues with an educational discussion on monthly spending plans. Hear from an experienced financial counselor/coach on how to support those you serve in identifying different types of income and expenses, differentiating between needs and wants, and incorporating goals into a monthly spending plan.

View this webinar archive to learn more about building your client’s skills to:

  • Create a Zero-Balanced Spending Plan
  • Identify and Change Spending Habits
  • Gain the knowledge necessary to make sound decisions
  • Define and work toward goals

Download the slides from the webinar

Download the live captioning transcript

View a recording of this webinar on YouTube

 

Inclusive Integrated Service Delivery - February 12, 2014

The 2014 REI Network Webinar series continues with an informative discussion on Integrated Service Delivery. Join us for an up close look at taking the blending of financial stability and employment services from theory to practice.

View this webinar archive to learn more about:

  • What is Integrated Service Delivery?
  • Why is Integrated Service Delivery Important?
  • Benefits of integrating services
  • Using Integrated Service Deliver to improve access to public benefits and other work supports
 

Download the slides from the webinar

Download the live captioning transcript

View a recording of this webinar on YouTube

 

The Benefits of Partnering with the Disability Community - January 29, 2014

In this webinar, we discuss the importance of partnering with a diversity of disability organizations in order to expand cross-agency awareness, improve access to and utilization of services by individuals with disabilities, and understand the impact of earnings and savings on Social Security disability benefits.

View this webinar archive to learn more about:

  • Disability Sensitivity
  • The Basics of SSA Disability Benefits
  • Strategies for Outreach & Collaboration with Disability Community
  • Examples & Outcomes from Effective Partnership
 

Download the slides from the webinar

Download the live captioning transcript

View a recording of this webinar on YouTube


2013 Webinars

Providing Accommodations to Persons with Disabilities - December 11, 2013

Is your organization interested in serving more persons with disabilities, but unsure as to how to ensure accessibility and/or provide accommodations? Is your organization interested in connecting to free training on working with persons with disabilities for managers, staff and volunteers?

Join our national experts on Wednesday, December 11th to learn more about site accessibility, effective communication methods, and how to make low-cost, high impact reasonable accommodations.

<ahref="http:></ahref="http:>Download the slides from the webinar ( <ahref="http:></ahref="http:>Live Captioning Transcript)

View a recording of this webinar

Learn the ABCs of the ACA - November 13, 2013

Everyone is talking about the new healthcare law, but what does it all mean? Join us to learn the ABCs of the ACA... Affordable Care Act. Tara Straw, Senior Policy Analyst of the Center on Budget and Policy Priorities will give an overview of the law and how it may affect persons with disabilities. She will also discuss tax credits and how VITA coalitions can help spread the word along with general referral resources and who to contact to get connected with coverage. The Center on Budget and Policy Priorities is one of the nation's premier policy organizations working at the federal and state levels on fiscal policy and public programs that affect low- and moderate-income families and individuals.

View a recording this webinar - ( <ahref="http:></ahref="http:>Live Captioning Transcript)

Download the slides from the webinar (PDF)

MyFreeTaxes 2014 - October 30, 2013

Join national representatives from the MyFreeTaxes Partnership – Goodwill Industries International, National Disability Institute (NDI), United Way Worldwide and program sponsor the Walmart Foundation – on October 30 to learn about the MyFreeTaxes program for the 2014 tax season. Discover available resources, tools and opportunities for your organization to join the MyFreeTaxes initiative to offer free online and in-person federal and state tax preparation and filing to help elgiible taxpayers in your community. National partners will provide an overview of the initiative as well as insight on program and marketing strategies.

Presenters:

  • Carol May, Project Manager, National Giving, Education, Workforce Development, Diversity & Inclusion, Walmart Foundation
  • Representatives from the MyFreeTaxes Partnership:
    • National Disability Institute
    • United Way Worldwide
    • Goodwill Industries International

This webinar is sponsored by Walmart.

View a recording of this webinar on YouTube - (Live Captioning Transcript)

Download the slides from this webinar (PDF)

Understanding Public Benefits - September 11 & 19, 2013

Join us for two 90-minute webinars (September 11th and September 19th) that will give participants a basic understanding of many benefit programs offered by local, state and federal governments, many of which have applications and rules that change often and can be confusing.

Presenter: Sharon Brent , National Disability Institute

This webinar is sponsored by Walmart.

View a recording of Part One | <ahref="http:></ahref="http:>View a recording of Part Two

Download the slides from Part One (PDF) | <ahref="http:></ahref="http:>Download the slides from Part Two (PDF)

Download the live captioning transcript from Part One | <ahref="http:></ahref="http:>Download the live captioning transcript from Part Two

Getting Started with Social Media: A Beginner's Guide - August 14, 2013

Join NDI for an introduction to four of the biggest social media platforms for non-profits - Facebook, Twitter, LinkedIn and YouTube- and hear why adopting social media in your communications strategies makes sense. This webinar is for beginners - we'll leave out a lot of the tech jargon and even have a quick review of a glossary for Twitter and Facebook terms to help you get started with a social media program for your organization!

Presenters:

  • Nakia Matthews, Technology & Media Manager, National Disability Institute

This webinar is sponsored by Walmart.

View a recording of this webinar on YouTube - ( <ahref="http:></ahref="http:>Live Captioning Transcript)

Download the slides from this webinar (PDF)

<ahref="http:></ahref="http:>Download "Getting Started With Social Media" Guide created for the MyFreeTaxes Project (PDF)

Integrated Service Delivery - June 12, 2013

Integrated Service Delivery: Defining the spectrum of options to integrate Asset Development strategies

Join National Disability Institute as we explore "Integrated Service Delivery" and learn how to integrate financial services and asset development strategies to assist individuals and families build financial security. This webinar will define the integrated service delivery concept, the spectrum of options to integrate services and provide best practices from two organizations that have effectively integrated financial services and asset development strategies in to their programs.

Presenters:

  • Paula Kelley, Client and Business Management Executive, U. S. Trust, Bank of America Private Wealth Management, Chair, Disability Advocacy Network, NDI Board Member
  • Kate Griffin, Service Program Manager, Savings & Financial Security, CFED
  • Carolyn Seward, President/CEO, FWCA/MET Center – St. Louis, Missouri
  • Christa Brown, Program Specialist, United Way of the Bay Area – San Francisco, California

This webinar is sponsored by Bank of America.

View a recording of this webinar on YouTube - ( <ahref="http:></ahref="http:>Live Captioning Transcript)

<ahref="http:></ahref="http:>Download the slides from this webinar <spanclass="smallbluetext"></spanclass="smallbluetext">(PDF)