A Second Convening on
Financial Capability and Asset Building (FCAB): MOVING FORWARD
To Be Held As the SSWR 2016 Annual Conference Begins
To Be Held Near the Conference Hotel at the
Council for Advancement and Support of Education (CASE)
1307 New York Avenue, NW, Suite 1000
Washington, DC 20005-4701
January 14, 2016, 8:00 a.m. (registration begins at 7:30 a.m.) to 1:00 p.m.
Dinner for all the night before on January 13, 2016, also at CASE, 1307 New York
Avenue, NW, 2nd floor conference room, Washington, DC)
Please join FCAB scholars, educators, and researchers in a special one-day free forum and
hear policy and funding experts discuss issues related to financial education, coaching,
stability, and empowerment. Hear and learn about:







funding and research opportunities and the latest policy initiatives
measurement and surveys for financial coaching
consumer protection for vulnerable clients, families, and communities
impact of financial education on social work practice, education, and research
plans to connect to Grand Challenges (to be announced during SSWR conference),
specifically “financial capability and asset building for all” working paper ideas
working groups and connections within FCAB for ongoing research and collaboration
fostering further cohesion for researchers, scholars, and educators
GUEST SPEAKERS
Daniel Dodd-Ramirez, MA
Assistant Director of Financial Empowerment/Consumer Education and Engagement Division
Consumer Financial Protection Bureau. Mr. Dodd-Ramirez is a former executive director,
community organizer, and human resources director. He will discuss:
 New, emerging areas in CFPB
 Role of social services and social work
 How can social work research can inform CFPB’s work
Louisa Quittman, MPA
Director of the Office of Financial Education, U.S. Department of the Treasury. Ms. Quittman
plays a lead role coordinating the interagency Financial Literacy and Education Commission
(FLEC) and supports the President’s Advisory Council on Financial Capability, mymoney.gov
website, and the National Financial Capability Challenge. In prior work, she focused on financial
access in traditionally underserved communities. She will discuss:
 Funding and the role of social work research


Promotion of financial education in financially vulnerable households and communities
FLEC and its role for researchers
Judi Ward Dekle, LCSW, ACSW
Senior Program Analyst, Military Community & Family Policy, Office of Family Readiness
Policy, U.S. Department of Defense. Ms. Dekle has supported military families first as an Air
Force Officer and now as a civilian U.S. Department of Defense (DoD) employee for over 20
years. She currently serves as the Associate Director for Family Readiness Programs within the
DoD Office of Family Readiness Policy with responsibility for policy and programs that support
military families. She will discuss:
 Emerging issue of financial readiness for military families
 Opportunities for collaborative work, research, and service
Jeannie Chaffin, B.S., Certified Community Action Professional
Director of the Office of Community Services, within the Administration for Children and
Families (ACF), at the U.S. Department of Health and Human Services. Prior to joining ACF,
Ms. Chaffin served as the Community Services Block Grant (CSBG) Senior Program and Policy
Specialist at the National Association for State Community Services Programs. Ms. Chaffin also
coordinated with existing partners and created new relationships with key national organizations,
members of Congress, and the Administration that furthered the purposes of CSBG at the state
and local levels. She will discuss:
 Overview of ACF programs, including Assets for Independence (AFI) and energy
assistance
 How financial capability can strengthen other mainstream programs
 How do financial capability interventions aid in employment, health, and other
outcomes?
 Potential funding and research examples they would like to see, including work from
Cities for Financial Empowerment
J. Michael Collins, PhD
Director of the Center for Financial Security/University of Wisconsin, Madison, and Associate
Professor at the La Follette School of Public Affairs and at the School of Human Ecology. Dr.
Collins studies consumer decision-making, financial capability in low-income families, and is a
leading voice on financial coaching. His new book is A Fragile Balance: Emergency Savings
and Liquid Resources for Low-Income Consumers. He will discuss:
 Measurement/funding/conceptualization in financial capability and financial coaching
 Providing guidance to social workers on our research and shared interests
Register at http://www.eventbrite.com/e/fcab-convening-2-moving-forward-tickets19072496350
Please contact Christine Callahan, PhD, LCSW-C, Research Assistant Professor at the
University of Maryland School of Social Work/Financial Social Work Initiative, at
ccallahan@ssw.umaryland.edu for more information. CEUs offered!