Working Conference on CSA Research 
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October 15 - 16, 2018
Connolly Center, 4th Floor
Federal Reserve Bank of Boston
600 Atlantic Avenue
directions & visitor information
We encourage you to register at your earliest convenience to aid with conference planning.
Sponsors
Hosted by the Federal Reserve Bank of Boston in partnership with Prosperity Now, the Massachusetts Treasurer’s Office, and Inversant, the CSA Research Working Conference will bring together CSA practitioners, researchers, policymakers, and funders to work together to identify the highest priority research questions for advancing CSA programs and policy and begin developing a plan for addressing the questions. We will hear the perspectives of various stakeholders on research priorities and share ideas in small group discussions. By the end of the conference, we will have begun developing a strategy to address the research priorities and identified next steps to develop a process to implement the strategy.
Agenda
Monday, October 15, 2018
8:30 a.m. - 9:00 a.m.
Registration
9:00 a.m. - 9:30 a.m.
Welcome/Opening Remarks
Sol Carbonell
Assistant Vice President, Community Development Outreach
Federal Reserve Bank of Boston
Frank DeGiovanni
Independent Consultant
Formerly of the Ford Foundation
Jeff Fuhrer
Executive Vice President & Senior Policy Advisor
Federal Reserve Bank of Boston
Part I: State of CSA Research
9:30 a.m. - 10:30 a.m.
Presentation: Current State of CSA Research
Shira Markoff
Prosperity Now
Jessica Santos
Rebecca Loya
Institute on Assets and Social Policy at Brandeis University
10:30 a.m. - 10:45 a.m.
Break
Part II: Research Priorities for Moving the Field Forward
10:45 a.m. - 12:00 p.m.
Panel: Research Priorities to Move the Field Forward
Moderator:
Ray Boshara
Federal Reserve Bank of St. Louis
Speakers:
William Elliott
Center on Assets, Education, and Inclusion at University of Michigan
Colleen Quint
Alfond Scholarship Foundation
Michael Sherraden
Center for Social Development at Washington University in St. Louis
12:00 p.m. - 12:45 p.m.
Lunch
12:45 p.m. - 2:00 p.m.
Panel: Research Priorities from the Policymaker and Funder Perspective
Moderator:
Carl Rist
Prosperity Now
Speakers:
Joe Antolín
Asset Funders Network
Lisa Churchville
Rhode Island Treasurer’s Office
José Cisneros
Treasurer of the City and County of San Francisco
2:00 p.m. - 4:00 p.m.
Small Group Discussion: Research Priorities
Facilitators:
Emily Bjornberg
Connecticut Treasurer's Office
Amanda Feinstein
Oakland Promise
Amanda Jones-Layman
Promise Indiana
Kimberly Lucas
Boston Saves
Nick Maynard
Commonwealth
4:00 p.m. - 4:45 p.m.
Report Outs on Identified Priorities
4:45 p.m. - 5:00 p.m.
Day One Closing Remarks
5:15 p.m.
Reception at Harborview Dining Room
Remarks by:
Bob Hildreth
Inversant
Tuesday, October 16, 2018
Part III: Planning and Next Steps
9:00 a.m. - 9:10 a.m.
Recap of Day One and Day Two Objectives
Frank DeGiovanni
Independent Consultant
Formerly of the Ford Foundation
9:10 a.m. - 10:15 a.m.
Panel: Needed Resources
Moderator:
Margaret Clancy
Center for Social Development at Washington University in St. Louis
Speakers:
Bahar Akman
Inversant
Tishaura Jones
Treasurer of the City of St. Louis
Trina Shanks
University of Michigan
10:15 a.m. - 10:20 a.m.
Transition to Small Groups
10:20 a.m. - 11:20 a.m.
Small Group Discussion: Needed Resources
Facilitators:
Emily Bjornberg
Connecticut Treasurer's Office
Monica Copeland
Prosperity Now
Amanda Feinstein
Oakland Promise
Amanda Jones-Layman
Promise Indiana
Kimberly Lucas
Boston Saves
Nick Maynard
Commonwealth
11:20 a.m. - 11:35 a.m.
Break
11:35 a.m. - 12:45 p.m.
Report Out and Next Steps
Frank DeGiovanni
Independent Consultant
Formerly of the Ford Foundation
12:45 p.m. - 12:50 p.m.
Closing Remarks
12:50 p.m.
Adjourn with Box Lunch
Lodging & Dining
Club Quarters in Boston Aloft Boston Seaport |
Element Boston Seaport |
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