Breakout Sessions

4

April

Thursday

8:00AM | Breakfast Keynote: The Beauty & Complexity of the Butterfly Effect

It’s often said that the flap of a butterfly’s wing can cause a tornado. Like complex weather systems, our lives are messy, complicated and brilliant. But if we focus only on what’s wrong, we miss the beauty. Join this dynamic conversation about how Complexity Theory can help us understand our clients and improve our communities.

  • Fred Wherry

    Fred Wherry

    Princeton University

    Frederick “Fred” Wherry is Professor of Sociology at Princeton University and directs the Dignity and Debt Network (a partnership between Princeton and the Social Science Research Council). In April 2019 “Financial Citizenship from Below,” his latest book (with Kristin Seefeldt and Anthony Alvarez) about the Mission Asset Fund, will be published by the Russell Sage Foundation Press. In the spring of 2019 he will also publish “The Oxford Handbook of Consumption,” co-edited with Ian Woodward. He also author of six other books or volumes, including “Money Talks: How Money Really Works” (with Viviana Zelizer and NIna Bandelj), “The Philadelphia Barrio,” and “The Sage Encyclopedia of Economics and Society: Volumes 1-4.” He was a professor at Yale before joining the Princeton faculty and earned his BA at the University of North Carolina at Chapel Hill, his MPA at the Woodrow Wilson School at Princeton, and his PhD at Princeton University. He served as the President of the Social Science History Association from 2017-2018.

  • Kristen Moy

    Kristen Moy

    Federal Reserve

  • Jose Quiñonez

    Jose Quiñonez

    Mission Asset Fund

    José A. Quiñonez received a B.A. (1994) from the University of California at Davis and an M.P.A. (1998) from Princeton University. He founded Mission Asset Fund in 2007 and continues to serve as CEO. His prior affiliations include the Center for Community Change (2001–2004) and Bread for the World (2000–2001). From 2012 to 2014, he was the inaugural chair of the Consumer Advisory Board of the Consumer Financial Protection Bureau.

  • Mauricio Miller

    Mauricio Miller

    Company Name

9:30AM | Adapting Your Services Like the Quino Checkerspot

When climate change puts your population at risk of collapse or when a new administration takes aim at our immigrant community, we fly higher. Adapt. Stretch. Respond. This panel showcases rapid response at it’s best. You’ll get ideas for how to prepare for the next affront and a roadmap for what to do when the unexpected happens (again).

  • Elena Fairley

    Elena Fairley

    Mission Asset Fund

    Elena is the Programs Director at MAF, where she oversees MAF’s award-winning programs and services. She has been with MAF since June of 2015, originally coming on board to support the expansion of MAF’s national partner network. Prior to MAF, she served as Director of Learning and Partnerships at Prospera, a nonprofit dedicated to partnering with women to build cooperatively owned businesses. She has served as Co-Chair of the Lending Circles Partner Advisory Council and as a Board Member of Prospera. She graduated from Colorado College with a degree in International Political Economy is currently an MBA candidate at UC Berkeley.

  • Erendira Rendon

    Erendira Rendon

    The Resurrection Project

    Rendón, “Ere” Eréndira – is the Vice President of Immigration Strategy and Advocacy at The Resurrection Project. Ere has served as the organization’s lead strategist and manager on local and state-wide campaigns impacting the lives of immigrants, playing a leading role in the successful passage of many pro-immigrant legislations in Illinois including Driver’s Licenses for the undocumented and the renewal of Illinois’ All Kids healthcare program. Ere is an undocumented immigrant with DACA protection from Oaxaca, Mexico. She is a graduate of the University of Illinois at Urbana-Champaign and the Civic Leadership Academy at the University of Chicago.

  • Kathy Gin

    Kathy Gin

    Immigrants Rising

    Katharine Gin is the Cofounder and Executive Director of Immigrants Rising, a San-Francisco based nonprofit that transforms individuals and fuels broader changes. With resources and support, undocumented young people are able to get an education, pursue careers, and build a brighter future for themselves and their community.

    For over 20 years, Katharine has worked to enhance arts and education opportunities for low-income and minority youth. She has developed innovative programs in schools, housing projects, and detention facilities. Her artistic and educational work with youth has been exhibited and published widely in college textbooks, literary anthologies, magazines, and national newspapers, including Fast Company, Forbes, Fortune, The New York Times, The Wall Street Journal, The Los Angeles Times, Pod Save America, and The Harvard Educational Review.

    Outside of her work with Immigrants Rising, Katharine is a board member of the California Immigrant Policy Center (CIPC) and Horizons at San Francisco Friends School. She is also a member of UC President Janet Napolitano’s Advisory Group on Undocumented Students, the National Advisory Board of TheDream.US, and the Advisory Board of the Underground Scholars Initiative at UC Berkeley. From 2001-2014, she also served as an Advisor to The Nelson Fund at the Silicon Valley Community Foundation, where she oversaw the fund’s investments in arts and education.

    Katharine was born and raised in San Francisco, and received her BA from Yale University and MFA from the University of Oregon. She is the proud descendant of Chinese immigrants, who first came to the U.S. in the 1860s to work in the gold mines of California and later during the restrictive Chinese Exclusion Acts, mother of Anna Dido Nordeson and partner of Kjell Nordeson.

  • Miguel Maestas

    Miguel Maestas

    El Centro de la Raza

    Miguel Maestas is the Housing and Economic Development Director of El Centro de la Raza in Seattle, Washington and has been with El Centro for a total of 19 years. Miguel is actively engaged in community development and organizing communities for advocacy and participation, and has distinguished himself as an effective leader and a respected community organizer.

    He has worked in youth services, community development, organizing, housing and education programs for 32 years. Miguel also served as the Executive Director of the West Central Community Development Group in Albuquerque, New Mexico. Miguel holds a Bachelor of Science in Early Childhood Multicultural Education from the University of New Mexico.

9:30AM | When Friends & Family Make the Cocoon: The Power of Informality

Simple yet clever practices help people manage their finances beyond the bank—from “storing” money in a shoebox or church group to joining a “tanda” run by a friend. It’s about supporting others and knowing they have your back, too. This workshop will take you through research about a myriad of ways people leverage informal networks to manage their financial lives. You’ll leave with an appreciation for the complexity and sophistication of these practices.

  • Jorge Blandón

    Jorge Blandón

    Family Independence Initiative

    Jorge joined FII in 2009 and leads the Technology and Data division. Through FII’s social innovation, UpTogether, Jorge and his team challenge the stereotypes of low-income families, showcase community strengths, share the progress families make on behalf of themselves and drive dollars to accelerate their initiatives.  Jorge also serves as Board Chair for The Whitman Institute – a foundation that advocates for trust-based philanthropy. He was named an Urban Innovator by the Urban Innovation Exchange in 2016. Prior to FII, Jorge worked for 8 years in the financial securitization industry. He holds an MA in International Relations from UCSD and has a BA from Amherst College and is a proud graduate from A Better Chance.

  • Marijke Rijsberman

    Marijke Rijsberman

    FAIR Money Network

    Marijke Rijsberman, Staff Researcher at Google, is also the founder of Fair Money, a citizen research collective that studies people’s financial strategies under conditions of rising inequality in Silicon Valley.

  • Fred Wherry

    Fred Wherry

    Princeton University

    Frederick “Fred” Wherry is Professor of Sociology at Princeton University and directs the Dignity and Debt Network (a partnership between Princeton and the Social Science Research Council). In April 2019 “Financial Citizenship from Below,” his latest book (with Kristin Seefeldt and Anthony Alvarez) about the Mission Asset Fund, will be published by the Russell Sage Foundation Press. In the spring of 2019 he will also publish “The Oxford Handbook of Consumption,” co-edited with Ian Woodward. He also author of six other books or volumes, including “Money Talks: How Money Really Works” (with Viviana Zelizer and NIna Bandelj), “The Philadelphia Barrio,” and “The Sage Encyclopedia of Economics and Society: Volumes 1-4.” He was a professor at Yale before joining the Princeton faculty and earned his BA at the University of North Carolina at Chapel Hill, his MPA at the Woodrow Wilson School at Princeton, and his PhD at Princeton University. He served as the President of the Social Science History Association from 2017-2018.

  • Jose Quiñonez

    Jose Quiñonez

    Mission Asset Fund

    José A. Quiñonez received a B.A. (1994) from the University of California at Davis and an M.P.A. (1998) from Princeton University. He founded Mission Asset Fund in 2007 and continues to serve as CEO. His prior affiliations include the Center for Community Change (2001–2004) and Bread for the World (2000–2001). From 2012 to 2014, he was the inaugural chair of the Consumer Advisory Board of the Consumer Financial Protection Bureau.

     

11:00AM | Knowing your Butterfly: User-Centered Design for Social Change

The secret sauce behind some of the most successful programs! You’ll learn how to better understand the needs of your clients so you can build and improve your services. Get inspired by stories of people using design thinking and research to transform their programs - and their communities. Walk away with practical ways to implement new tools for your own organization.

  • Stephanie Lewis

    Stephanie Lewis

    Tipping Point

    Stephanie Lewis has spent her career focused on designing meaningful and effective user experiences for the commercial and non-profit sectors. She is currently the Director of T Lab, Tipping Point’s, in-house R+D team. T Lab partners with non-profit organizations and the Bay Area community to prototype and test ideas that have the potential to create new pathways out of poverty. To date, T Lab has worked on topics across housing, education, economic mobility and the justice system. Prior to Tipping Point, Stephanie was a Creative Director at frog design, where she led multi-disciplinary teams to bring product and service strategies to market using human-centered design methodologies. In addition to being a practitioner, she has spent three years as a senior lecturer of design research at California College of the Arts. Stephanie holds a Masters in Design from Carnegie Mellon University and a BFA in Visual Communications from Washington University in St. Louis.

     

  • Chelsea Otakan

    Chelsea Otakan

    Stripe

    Chelsea Otakan is a product designer with 10 years of experience working at companies in the technology, finance, and non-profit spaces. She’s worked at Change.org, WordPress.com, TaskRabbit, various startups and is now a designer at Stripe.

  • Meg Witmer

    Meg Witmer

    Chan Zuckerberg Initiative

    Megan is a mixed methods UX researcher who studies beliefs, attitudes and motivations and their influence on peoples needs and behaviors. She graduated from University of Michigan with a PhD in Consumer Behavior, but her desire for collaboration and real world impact drew her back to industry from academia. Her research has served the development of educational tools at the Chan Zuckerberg Initiative as well as creation of new-to-the-worked payments and commerce products at Facebook, including Payments in Messenger and Marketplace among other international growth efforts.  She now works for Stripe, developing ways to increase the GDP of the Internet and drive economic growth worldwide. When not studying people, she likes cooking, reading and walking her dog.

  • Ramya Gopal

    Ramya Gopal

    Mission Asset Fund

    Ramya Gopal leads the MAF Lab, the R&D lab within Mission Asset Fund, to build products to financially empower low-income and immigrant families. Prior to MAF, she conducted research at Center for Effective Philanthropy to help foundations work more effectively with nonprofits.

    Ramya received her MBA from the Yale School of Management, where she specialized in leadership in the social impact sector.

11:00AM | Keeping our Antennae Up: Strategies to Fight Anti-Immigrant Rhetoric

How do we change the current narrative around immigration in the United States? Come brainstorm with non-profit leaders on the frontlines of fighting the anti-immigrant rhetoric of the Trump administration. Attendees will come away with practical communication strategies to showcase the positive effects of immigration, including the cultural and economic contributions immigrants make every day.

  • Luis Tadeo

    Luis Tadeo

    CHIRLA

     

  • Juan Prieto

    Juan Prieto

    CIYJA

  • Yosimar Reyes

    Yosimar Reyes

    Independent Poet/Activist

    Yosimar Reyes is a nationally-acclaimed poet, educator, performance artist, and speaker. Born in Guerreo, Mexico, and raised in Eastside San Jose, Reyes explores the themes of migration and sexuality in his work. The Advocate named Reyes one of “13 LGBT Latinos Changing the World” and Remezcla included Reyes on their list of “10 Up And Coming Latinx Poets You Need To Know.”

    His first collection of poetry, For Colored Boys Who Speak Softly… was self published after a collaboration with the legendary Carlos Santana. His work has also been published in various online journals and books including Mariposas: An Anthology of Queer Modern Latino Poetry (Floricanto Press), Queer in Aztlán: Chicano Male Recollections of Consciousness and Coming Out (Cognella Press), and the forthcoming Joto: An Anthology of Queer Xicano & Chicano Poetry (Kórima Press). Reyes was featured in the Documentary, “2nd Verse: The Rebirth of Poetry.”

    Reyes currently serves as Artist-in-Residence at the media and culture organization, Define American, the non-profit organization founded by Pulitzer Prize-winning journalist Jose Antonio Vargas that is dedicated to shifting the conversation surrounding immigration and identity in a changing America.

    Reyes has toured and presented at university campuses across the United States. He  is co-founder of performance ensemble, La Maricolectiva, a community-based performance group of queer undocumented poets. He is currently working on his one man show, “Prieto,” to premier in the near future. He holds a B.A in Creative Writing from San Francisco State University.

12:30PM | Lunch Keynote: Now Let’s Get Into Formation

Nonprofits and philanthropists don’t shy away from long journeys or hard tasks. In order to engage those that others can’t or to bridge a technology gap, we must first get into formation. How do we fly to the same beat? And how do we take turns leading? This keynote discussion features leading philanthropists considering these questions and more.

  • Janis Bowler

    Janis Bowler

    JPM Chase

     

  • Karina Moreno

    Karina Moreno

    Tipping Point

    Karina has spent her career in the social sector with a focus on poverty alleviation. As Managing Director of Programs at Tipping Point, she oversees a $22M annual grant making budget to 46 Bay Area nonprofits providing direct services in the areas of education, employment, housing and wellness. Tipping Point’s unique model includes unrestricted funding, strategic partnerships with corporate partners, and rigorous data collection. Prior to joining Tipping Point, she was a Program Officer at the Y & H Soda Foundation and before that, Deputy Director at the Children’s Defense Fund in California. She earned her BA in Communication Studies and Women Studies at UCLA and her MPP from Harvard’s Kennedy School of Government.

  • Elena Chavez Quezada

    Elena Chavez Quezada

    San Francisco Foundation

    Elena Chávez Quezada is Senior Director for the Expanding Access to Opportunity pathway at The San Francisco Foundation. She oversees the foundation’s grantmaking related to expanding access to economic opportunity, which fits within the foundation’s broader focus on advancing racial and economic equity. Prior to this role, Elena oversaw the economic security portfolio at the Walter and Elise Haas Fund, and was a senior program officer at Tipping Point Community. Elena is also Head of Investments at the Chavez Family Foundation (CFF), where she supports her brother in the launch and grantmaking of a new foundation focused on the intersection of immigration, education, and entrepreneurship. Prior to her roles in philanthropy, she managed the California expansion of Single Stop USA and worked on research and policy at the Aspen Institute’s Financial Security Program.

    Elena is involved in various local and national organizations/efforts: She is a founding partner for the Closing the Women’s Wealth Gap Initiative; a Mayoral appointee to the San Francisco Citizen’s Committee on Community Development; co-chair of the national Asset Funders Network; and a Leadership Council Member of Immigrants Rising. Elena received a bachelor’s degree from Harvard University and a master’s degree in public policy from the Harvard Kennedy School, and lives in San Francisco with her husband and two sons.

  • Virginia Mosqueda

    Virginia Mosqueda

    James Irvine Foundation

2:00PM | Exploring the Wing Patterns of Lending Circles Programs

Lending Circles is thriving in a wide variety of communities. Nonprofits across the U.S. are taking this program to new heights, finding innovative and unique ways to market and tailor the program. We invite you to get inspired by a geographically diverse panel who meet the most pressing needs in their communities by making some very savvy alterations.

  • Natalie Zayas

    Natalie Zayas

    Center for Changing Lives

  • Vaughan Johnson

    Vaughan Johnson

    Catalyst Miami

    Vaughan Johnson joined Catalyst Miami in August of 2012 as a Public Ally through the Public Allies Miami apprenticeship program. After completing his 10-month leadership apprenticeship with Catalyst Miami, he joined as a full-time staff member of the Wealth team within the Prosperity Campaign. Serving as a Financial Coach and Community Wealth Manager, he believes that the services Prosperity Wealth offers the community, which include budget coaching, credit coaching, career coaching, tax assistance and preparation, among others, help our community residents become financially secure and empowered. Vaughan’s financial specialties include credit, preparing for homeownership, financial/goal planning, and saving.

     

    Vaughan is a proud alumnus of Florida Memorial University for his undergraduate degree and Florida International University where he attained his Masters in the Science of International Real Estate, a member of Alpha Phi Alpha Fraternity Inc., and Chicago, IL native

  • Henry Rucker

    Henry Rucker

    Project for Pride in Living

    Henry Rucker, Homeownership and Financial Coaching Coordinator, joined PPL in January 2014. Before coming to PPL, Henry worked at Lutheran Social Services as a Financial Opportunity Center Program Coordinator, as a banker for US Bank, and as a real estate broker for Banneker Realty. His 15 years of experience as a banker make him well versed in the tools available to consumers. Over his six years coordinating financial training, he has developed expertise in helping lower-income individuals attain greater financial stability, with a strong interest in helping people make the transition to homeownership. Henry now conducts financial training workshops and provides financial and homeownership coaching to participants at PPL. In addition to his work at PPL, he is a certified provider of Home Stretch workshops and currently teaches classes for the African Development Center and Umoja Community Development Corporation in Minneapolis and NeighborWorks in Saint Paul. Henry also serves as a board member for Habitat for Humanity of Minnesota. He earned his Bachelor’s degree in Business Administration from Clark Atlanta University in 1992 and is a licensed real estate broker.

  • Kathryn Arnold

    Kathryn Arnold

    Pathfinders

    Kathryn Arnold is the Executive Director of Pathfinders in Fort Worth, Texas, and has served in this role for 14 years.  She received her Bachelors of Science in Social Work from Texas Christian University in 1990.

    Kathryn believes that all individuals possess unique strengths, and her work at Pathfinders fulfills her passion for serving people struggling to overcome barriers to self-sufficiency.  Under her leadership, Pathfinders has experienced significant growth, expanding the depth and breadth of the Best Practices Mentoring program and establishing the Financial Capability program.  She is dedicated to helping people develop the skills and tools necessary to attain their personal goals and create a vision for their future that is filled with hope.

    She is active in many community coalitions and serves on the boards of Lena Pope, the Tarrant County Reentry Coalition and the UNT Health Sciences Center Academic Community Partnerships.  She formerly served on the Mentoring Advisory Council of the National Reentry Resource Center. She can be reached at [email protected]

  • Ana Tafolla

    Ana Tafolla

    Canal Alliance

    Ana has lived, studied, and worked in Marin, CA since she migrated from her native Mexico in 2002. Her interest in working towards the betterment of Latino communities was born when she, herself, benefitted from the numerous services that Canal Alliance had to offer, amongst them tutoring and college scholarships.  After obtaining her BA in Psychology from SFSU she uncovered her lifelong commitment to help those people in most need to break the circle of generational poverty and guiding them to reach their full potential. Ana has a wide range of experience working with the Latino immigrant communities in diverse roles and capacities to directly support equal access and opportunities to all.  She plans to continue her education to become an LCSW. Ana has been instrumental in the implementation of Lending Circles in San Rafael, CA. No only has it been an enriching experience professionally for her and the staff she has managed during this process, but it has also reinforced the possibilities that open when we combine our cultural practices with practices valued in the in this new country.

2:00PM | Planting Milkweed: Keeping Client Data Safe

Collecting data from clients helps us provide and evaluate services. But when we hold so much personal information, there are risks. This workshop will provide you with a framework for ensuring data safety and compliance with current and future regulations. You’ll learn about implementing a data policy and best practices to ensure data safety that works for your organization.

  • Flor Calvo

    Flor Calvo

    Mission Asset Fund

    Flor is the Database Administrator at MAF, where she maintains all data collected and overlooks the integration with different software in order to facilitate operations. She also supports the tech team in testing and releasing in-house tech products. Prior to MAF Flor worked for the Salvadorean government as an economist and as a researcher in both San Francisco and Washington D.C.

    Flor holds an M.A. in International and Development Economics from the University of San Francisco, with a focus in quantitative analysis.

  • Ling Wu

    Ling Wu

    Box

    Ling Wu is  the Director of External Compliance and Operations at Box, a cloud content management company that empowers enterprises to revolutionize how they work by securely connecting their people, information, and applications. She is responsible for building and maintaining an industry leading compliance posture to allow customers to store their most sensitive information, from protected health information to credit card numbers. Prior to joining Box, Ling worked at Salesforce, Symantec, and KPMG where she was responsible for managing security compliance programs and strategically advising companies on security compliance frameworks.

    Ling holds a B.S. degree from San Jose State University. When not leading compliance and security initiatives, she enjoys practicing yoga and mountaineering.

3:30PM | Listening for the Sound of Feedback

Like the Cracker butterfly who makes a warning sound with his wings if you get too close to his tree, clients are the experts on whether or not a program works. Join us to learn from some amazing nonprofits using tools and systems to listen deeply to the people they serve. You’ll even be invited to try out some of their techniques at your own organization.

  • Genevieve Melford

    Genevieve Melford

    The Aspen Institute

    Genevieve Melford is Director of Insights and Evidence at the Aspen Institute Financial Security Program (FSP) and Director of the Expanding Prosperity Impact Collaborative (EPIC), a first-of-its-kind initiative in the field of consumer finance designed to accelerate knowledge synthesis and problem solving among a wide cross section of experts from applied, academic, government, and industry settings working on critical dimensions of financial security. Prior to joining FSP, Genevieve served as the Senior Research Analyst in the Consumer Financial Protection Bureau (CFPB)’s Office of Financial Education, where she led the Bureau’s work to define, measure, and study the drivers of consumer financial well-being, as well as effectiveness research on financial education and capability strategies. Before that, she served as Director of Research at Prosperity Now (formerly CFED), a national nonprofit dedicated to expanding economic opportunity for low-income families and communities. Genevieve holds an M.P.A. from Princeton University’s Woodrow Wilson School of Public and International Affairs and a B.A. in economics from Wesleyan University.

     

  • Aparna Ananthasubramaniam

    Aparna Ananthasubramaniam

    Mission Asset Fund

    Aparna is the Research Director at MAF, where she leads the team that develops and shares insights using MAF’s data. She has previously worked with the organization’s technology and loan servicing teams. Prior to MAF Aparna was an analyst at Community Technology Alliance, determining the efficacy of interventions designed to end homelessness, and conducted research using theoretical simulation models in biology and public health.

    Aparna holds a M.S. in Management Science and Engineering from Stanford University, with a focus in data analytics and mathematical modeling.

  • David Henderson

    David Henderson

    Family Independence Initiative

    David Henderson is the Chief Data Officer at the Family Independence Initiative (FII). David joined FII in 2014 and oversees the organizations analytics infrastructure and learnings from their data. David holds a Masters of Science in Public Policy and Management from Carnegie Mellon University and a BA in politics from Pomona College.

  • Tim Lucas

    Tim Lucas

    EARN

    Tim has spent his career working across sectors and industries to turn insights into action. At EARN, Tim is responsible for measuring the impact of SaverLife, collaborating with the financial health community to test new ways to encourage savings and improved outcomes, and delivering insights that advance knowledge and tactics around financial inclusion and financial health.

    Prior to EARN, Tim worked in a similar capacity at the fin-tech startup LendUp. He used research and insights to improve the product for better customer outcomes and to report on the company’s progress on its mission to “provide everyone with a path to better financial health.”

    Tim also spent a year as a Fuse Corps Fellow, helping the San Francisco Public Library rethink the services it provides to the community, and eight years working in asset management, focusing on business analysis, product management, and market analysis.

    Tim has a BBA from The George Washington University with a concentration in finance. He is an avid reader and likes long walks anywhere with his wife Anna and dog Penny.

3:45PM | Metamorphosis: The Power of a Story to Transform Fundraising

When you talk about the work that you do, what do you say? Do you know how to turn an interested stranger into a proud supporter? Don’t miss this opportunity to get a chance to work with one of the best fundraising coaches in the Bay to build your organization's master narrative—and practice it!

  • Nate Levine

    Nate Levine

    Building Blox

    Nate founded BuildingBlox Consulting in 2006 after serving as Executive Director of the Jewish Community Center of San Francisco, Director of Development at Stanford Law School, and Chief Operating Officer at the Jewish Community Federation of San Francisco. Nate has had extensive experience in management including responsibility for a 300+ person staff and an operating budget of $25 million. He has been responsible for the fundraising efforts for more than $2 billion in his career. In a volunteer capacity, Nate is a member of the Board of Directors of The Freight & Salvage. Nate holds a B.S. degree from Antioch College and an M.S. degree from Cornell University. When not meeting with clients or rapidly responding to their emails, Nate can be found playing guitar in his Old Time band, The Wronglers.

5

April

Friday

8:00AM | Breakfast Keynote: Advocating for the Winds of Freedom

ICE may be breaking up our families and communities. Social services may be getting harder to access. But when we get knocked down, we rise up again. To move towards freedom, we band together and advocate for change. Join us for a panel of fearless warriors rejecting fear and powerlessness in exchange for charting a better path forward.

  • Ahilan Arulanantham

    Ahilan Arulanantham

    ACLU

    Ahilan T. Arulanantham is Senior Counsel at the ACLU of Southern California. He has successfully litigated a number of cases involving immigrants’ rights, national security, and the intersection between those two areas of law. Ahilan has also served as a Lecturer at the University of Chicago Law School and at the University of Irvine School of Law, where he taught on Preventive Detention. Ahilan has testified before the United States Congress on three occasions, and has argued before the United States Supreme Court in a case involving immigrants’ rights issues.

    Ahilan’s parents are Sri Lankan Tamil immigrants who left Sri Lanka to escape race discrimination and sporadic violence. Several years after they came to this country, the Sri Lankan civil war began, causing much of his extended family to flee Sri Lanka. Ahilan has remained interested in promoting human rights in Sri Lanka, and has also represented several Sri Lankan Tamil refugees during the course of his work with the ACLU.

    Prior to joining the ACLU in Los Angeles, Ahilan worked as an Assistant Federal Public Defender in El Paso, Texas for two years. Before that he was an EJW fellow at the ACLU Immigrants’ Rights Project in New York and a law clerk on the United States Court of Appeals for the Ninth Circuit for the Honorable Stephen Reinhardt. In 2007 and 2013 he was named one of California Lawyer Magazine’s Lawyers of the Year for immigrants’ rights, and has repeatedly been named one of the Daily Journal’s Top 100 Lawyers in California over the last decade. In 2010 he received the Arthur C. Helton Human Rights Award from the American Immigration Lawyers’ Association, and in 2014 received the Jack Wasserman Memorial Award for litigation to protect the rights of vulnerable immigrants, also from the American Immigration Lawyers’ Association. In 2016 Ahilan received a MacArthur Fellowship.

  • Kathy Gin

    Kathy Gin

    Immigrants Rising

    Katharine Gin is the Cofounder and Executive Director of Immigrants Rising, a San-Francisco based nonprofit that transforms individuals and fuels broader changes. With resources and support, undocumented young people are able to get an education, pursue careers, and build a brighter future for themselves and their community.

    For over 20 years, Katharine has worked to enhance arts and education opportunities for low-income and minority youth. She has developed innovative programs in schools, housing projects, and detention facilities. Her artistic and educational work with youth has been exhibited and published widely in college textbooks, literary anthologies, magazines, and national newspapers, including Fast Company, Forbes, Fortune, The New York Times, The Wall Street Journal, The Los Angeles Times, Pod Save America, and The Harvard Educational Review.

    Outside of her work with Immigrants Rising, Katharine is a board member of the California Immigrant Policy Center (CIPC) and Horizons at San Francisco Friends School. She is also a member of UC President Janet Napolitano’s Advisory Group on Undocumented Students, the National Advisory Board of TheDream.US, and the Advisory Board of the Underground Scholars Initiative at UC Berkeley. From 2001-2014, she also served as an Advisor to The Nelson Fund at the Silicon Valley Community Foundation, where she oversaw the fund’s investments in arts and education.

    Katharine was born and raised in San Francisco, and received her BA from Yale University and MFA from the University of Oregon. She is the proud descendant of Chinese immigrants, who first came to the U.S. in the 1860s to work in the gold mines of California and later during the restrictive Chinese Exclusion Acts, mother of Anna Dido Nordeson and partner of Kjell Nordeson.

  • Julia Wilson

    Julia Wilson

    One Justice

9:30AM | Flying Solo: Debunking Credit Mysteries

Ever come across someone with two credit files? Not sure what to do if there are negative marks? This panel of credit gurus from Experian and FICO will debunk these common credit mysteries and more. Don’t miss this chance to pose burning questions on credit scores, reports, tradelines and disputes.

  • Mona Masri

    Mona Masri

    Summit Co-Lab

    Mona Masri has more than 20 years’ experience in corporate social responsibility and community economic development, including involvement in the public, private and nonprofit sectors. Her passion for working on solutions which address pressing community needs, is expressed through creative problem solving, conceptualizing innovative solutions, and driving execution to deliver results.  She is the co-founder of Summit Co-Lab, a consulting collaborative, where she strives to advance positive social change by activating human, social and financial capital through collaborative, integrated expertise and a focus on outcomes. Her previous experience includes leading the statewide efforts of Citibank’s Community Development Group in California as well as heading the Northern California office of the International Rescue Committee (IRC), a leading international non-profit humanitarian aid organization. At the IRC Mona spearheaded efforts to integrate financial capability into existing programming for refugees and immigrants.  By working closely through strategic partnerships with leading organizations such as Mission Asset Fund, Opportunity Fund, and Self-Help Credit Union, Mona has deep experience in identifying and executing innovative financial inclusion initiatives.

  • Erik Franco

    Erik Franco

    FICO

    Mr. Erik Franco is a Senior Scientist and has been with FICO for 12 years. Mr. Franco’s primary role in Scores Analytic Development is project manager on the FICO credit bureau risk score developments in the U.S. and internationally. Most recently, Erik is playing an integral part in the research, design, development, and deployment of alternative data-driven credit bureau risk scores. Mr. Franco holds a B.A. in Statistics and a B.A. in Applied Mathematics from the University of California, Berkeley.

  • Rod Griffin

    Rod Griffin

    Experian

    Rod Griffin is Director of Consumer Education and Awareness for Experian. He is responsible for Experian’s national consumer education programs and outreach. Rod serves as an expert spokesperson on consumer issues, particularly credit reporting, credit scoring and identity theft, and is frequently quoted by national television, print, radio and online media including the New York Time, Washington Post, CBNBC.com, MSNBC.com, Time Magazine, and most recently Good Day LA, in Los Angeles. For more than two decades he and his team have published Ask Experian, the industry’s first online consumer credit advice column. He represents Experian on the JumpStart Coalition for Financial Education Board of Directors. Rod holds a B.S. in journalism from the University of Kansas and has a Fair Credit Reporting Act certification from the Consumer Data Industry Association. You can find Rod on LinkedIn, on Twitter at @Rod_Griffin, on Periscope and as a frequent co-host of Experian’s #CreditChat.

9:30AM | Iridescent Wings: Going Beyond the Mimicry of Technology

Many new innovations are built to mimic what’s already there. This can make our lives easier but can also trap us in familiar binds. Join this panel of nonprofit leaders tackling the question: how can we build technology differently so as to harness its power and amplify our impact on people’s lives?

  • Brandon Anderson

    Brandon Anderson

    Raheem

    Brandon Anderson is the Founder of Raheem AI, a nonprofit building the world’s first crowdsourced database of police interactions to move forward policies that end police violence.

    Brandon served two tours in Iraq as a satellite engineer in the U.S. army, helping commanders use data to measure impact and design strategies. Following the loss of his partner to police violence, Brandon recognized an opportunity to integrate his skills with his commitment to the pursuit of justice.

    Anderson earned his BA from Georgetown University, is an Echoing Green Fellow, and a Smithsonian American Ingenuity Award Nominee.

     

  • Sarahi Espinoza Salamanca

    Sarahi Espinoza Salamanca

    Dreamer’s Roadmap

    Sarahi Espinoza Salamanca is the Founder and CEO of DREAMers Roadmap, a mobile app platform that helps undocumented students navigate the necessary resources to access higher education. This is Sarahi’s latest project in a longer trajectory of activism within and for the undocumented community, which has placed her in the spotlight of continued conversations centered on national immigration policy.

    Sarahi was a Champion of Change at the White House in 2014, has received 2 House of Representatives Awards, and was recently named in Forbes 30 under 30. A former undocumented student who once had to drop out of school to support her family, Sarahi’s personal experience informs her unwavering vision: to help hundreds of thousands of Latino students eliminate the barriers to success and achieve their full potential.

  • Ramya Gopal

    Ramya Gopal

    Mission Asset Fund

    Ramya Gopal leads the MAF Lab, the R&D lab within Mission Asset Fund, to build products to financially empower low-income and immigrant families. Prior to MAF, she conducted research at Center for Effective Philanthropy to help foundations work more effectively with nonprofits.

    Ramya received her MBA from the Yale School of Management, where she specialized in leadership in the social impact sector.

11:00AM | New Migration Patterns for Credit Scores

Ever wondered if there could be an easier way to get a credit score? Join a dialogue with fellow disruptors working to remove common financial barriers. Get inspired by fresh approaches that use alternative data to expand credit access. Bonus: you’ll get great resources to bring back home with you.

  • Dara Duguay

    Dara Duguay

    Credit Builders Alliance

    Dara Duguay is the Executive Director of Credit Builders Alliance in Washington, DC. Prior to joining CBA, she ran her own consulting practice and advised clients such as TD Bank, the World Bank Group, Experian, Visa, and SunTrust Bank on their financial education efforts. Ms. Duguay was the Director of Citi’s Office of Financial Education and oversaw a $200 million global commitment. Preceding her work at Citi, she served as the Executive Director of the Jump$tart Coalition for Personal Financial Literacy, which advocates for increased financial education for youth. She started work in the field as the Director of Education for the Consumer Credit Counseling Service of Los Angeles. An accomplished author, Duguay has published four books, including the critically acclaimed Please Send Money: A Financial Survival Guide for Young Adults.

  • Betsy McCormick

    Betsy McCormick

    Nova Credit

    Betsy McCormick has spent the majority of her career in financial inclusion. Her interest in the power of finance to do good was first developed at Kiva Microfunds, where she led Kiva’s Central America strategy by building partnerships with microfinance institutions across the region. Following business school, Betsy worked as a McKinsey consultant, focusing on growth and operations for a variety of clients in the finance sector, including national banks, government lenders and payments companies. Today, she serves as the Head of Customer Success at Nova Credit, a technology company that provides international credit reports to financial institutions and property managers. In her role, Betsy manages all customer relationships as well as oversees the support function.

  • Erik Franco

    Erik Franco

    FICO

    Mr. Erik Franco is a Senior Scientist and has been with FICO for 12 years. Mr. Franco’s primary role in Scores Analytic Development is project manager on the FICO credit bureau risk score developments in the U.S. and internationally. Most recently, Erik is playing an integral part in the research, design, development, and deployment of alternative data-driven credit bureau risk scores. Mr. Franco holds a B.A. in Statistics and a B.A. in Applied Mathematics from the University of California, Berkeley.

  • Martha Amram

    Martha Amram

    WattzOn

11:00AM | Working for Yourself: When a Hobby Takes Flight

Sometimes it seems like everyone is trying to become their own boss or start a business! This workshop will provide an overview of the current self-employment ecosystem and its future. You’ll walk away with nonprofit resources that will help your community members along their entrepreneurial journey.

  • Pablo Solares Rowbury

    Pablo Solares Rowbury

    Mission Asset Fund

  • Leticia Landa

    Leticia Landa

    La Cocina

    Leticia Landa is the Deputy Director of La Cocina, a nonprofit business incubator for food businesses in the Mission District, where she’s been working since 2008.

  • Drew Yukelson

    Drew Yukelson

    Samaschool

    Drew Yukelson is the Bay Area Program Manager at Samaschool, where he works in partnership with community-based organizations to teach independent work readiness skills to low-income job seekers. Previously, he provided employment services and coaching to skilled refugees, asylees, and immigrants through his work at the International Rescue Committee (IRC) and Upwardly Global.

    He joined Samaschool because independent work is a fast-growing and important segment of the workforce that allows for the flexibility many of his former clients needed. Drew holds an MPA in Nonprofit Management & Public Policy from NYU, and a Bachelor’s degree in Business from Penn State University.

  • Robert Zapata

    Robert Zapata

    Opportunity Fund

    Robert Zapata is the Community Development Officer for Opportunity Fund, working hand-in-hand with other non-profit Community organizations to help promote access to responsible and affordable capital.

    Prior to Opportunity Fund, Robert developed a grassroots community bank microfinance program in Peru. In his time working extensively with small business owners, Robert has developed a vast understanding of the unfair lending practices that plague the alternative small business lending market in the US today.

    Opportunity Fund is California’s leading Non-Profit small business lender that helps people create sustainable small businesses as well as build financial stability for the future.

  • Illiana Perez

    Illiana Perez

    Immigrants Rising

    Iliana G. Perez was born in Hidalgo, Mexico and immigrated alongside her mother, father and younger brother to the U.S. at the age of eight. Iliana grew up in the California Central Valley and navigated the educational system as an undocumented student for 18 years until she became a DACA recipient in 2013. Iliana holds a B.A. in Mathematics from Fresno State, a M.A. in Economics from Claremont Graduate University and recently completed a Ph.D. in Education Policy, Evaluation and Reform, also from Claremont Graduate University. Her dissertation titled, “Entrepreneurship In the Shadows: A Comparative View of Latino Millennial Entrepreneurship by Nativity”, compares the characteristics of Latino millennial entrepreneurs by immigration status and examines the attributes that contribute most to economic success for these populations. Iliana’s research focuses on immigrant entrepreneurs, the occupational and educational attainment of immigrant students, the effects of deportation on the lives of young adults, and economics of immigration. As Entrepreneurship Strategist with Immigrants Rising, Iliana launched and leads the entrepreneurship programming, which encourages all immigrants, regardless of status, to create their own opportunities, earn a living, and thrive through entrepreneurship. Iliana also currently works as a Research Analyst with the Stanford Latino Entrepreneurship Initiative housed within Stanford Graduate School of Business, researching the state of Latino entrepreneurship in the U.S.

12:30PM | Lunch Keynote: Becoming Butterfly: Moving from Inequality to Solidarity

Nonprofits and philanthropists don’t shy away from long journeys or hard tasks. In order to engage those that others can’t or to bridge a technology gap, we must first get into formation. How do we fly to the same beat? And how do we take turns leading? This keynote discussion features leading philanthropists considering these questions and more.

  • Tom Shapiro

    Tom Shapiro

    Institute on Assets and Social Policy

     

  • Grabriela Sandoval

    Grabriela Sandoval

    TURN

  • Natalie Foster

    Natalie Foster

    Economic Security Project

  • Jessica Bartholo

    Jessica Bartholo

    Western Center for Law & Poverty

2:00PM | Take Action to Protect our Species

To fix our political landscape, we need strong policy and advocacy efforts at the local level. This workshop will bring together a mix of leaders, with backgrounds ranging from policy to performing arts, who all believe that the future is grounded in the present. In this particular discussion, we will push leaders and organizations to go beyond programmatic efforts and dive deeper into an intimate discussion about the processes behind their work but most importantly how their personal values have helped inform and fuel their passion for social change and equity. Participants of this workshop will engage with creative advocates on the front-lines of the intersection between financial security and immigrant rights.

  • Joanna Cortez Hernandez

    Joanna Cortez Hernandez

    Mission Asset Fund

    Joanna is the Client Services Director at MAF, where she leads the local programs team to deliver high-quality programs and services to our communities. Although she is new to the fintech/asset-building field, Joanna has tremendous experience in programs, policy, and advocacy within the nonprofit and local government sectors. Prior to joining MAF, Joanna worked as a university research assistant and an international programs consultant. Joanna is a first-generation college student who holds a Bachelor of Arts in Politics/Latin American and [email protected] Studies from the University of California Santa Cruz and a Master of Public Policy from the University of Southern California.

  • Paulina Gonzalez

    Paulina Gonzalez

    California Reinvestment Coalition

  • Yosimar Reyes

    Yosimar Reyes

    Independent Poet/Activist

    Yosimar Reyes is a nationally-acclaimed poet, educator, performance artist, and speaker. Born in Guerreo, Mexico, and raised in Eastside San Jose, Reyes explores the themes of migration and sexuality in his work. The Advocate named Reyes one of “13 LGBT Latinos Changing the World” and Remezcla included Reyes on their list of “10 Up And Coming Latinx Poets You Need To Know.”

    His first collection of poetry, For Colored Boys Who Speak Softly… was self published after a collaboration with the legendary Carlos Santana. His work has also been published in various online journals and books including Mariposas: An Anthology of Queer Modern Latino Poetry (Floricanto Press), Queer in Aztlán: Chicano Male Recollections of Consciousness and Coming Out (Cognella Press), and the forthcoming Joto: An Anthology of Queer Xicano & Chicano Poetry (Kórima Press). Reyes was featured in the Documentary, “2nd Verse: The Rebirth of Poetry.”

    Reyes currently serves as Artist-in-Residence at the media and culture organization, Define American, the non-profit organization founded by Pulitzer Prize-winning journalist Jose Antonio Vargas that is dedicated to shifting the conversation surrounding immigration and identity in a changing America.

    Reyes has toured and presented at university campuses across the United States. He  is co-founder of performance ensemble, La Maricolectiva, a community-based performance group of queer undocumented poets. He is currently working on his one man show, “Prieto,” to premier in the near future. He holds a B.A in Creative Writing from San Francisco State University.

2:00PM | Like Shingles on a Wing: Technologies to Fly Faster

Get ready for an energetic session! This speed demo featuring curated tech services and and platforms will wow you. There are tools to help you solve your pain points, scale your programs, and more. You'll also be inspired by nonprofits using technology to better serve their communities. This is a unique opportunity to connect with leaders who use tech to amplify impact.

  • John Withers

    John Withers

    Salesforce

    John Withers is a Product Marketing Manager at MuleSoft, a Salesforce company that provides the world’s leading integration platform to connect any app, data, or device. Previously, John served as a Solution Engineer at Salesforce, helping lead customers through digital transformation initiatives.

    John holds an MBA from the Wharton School at the University of Pennsylvania, and he is a former US Army special forces officer and helicopter pilot, having led teams in combat in both Iraq and Afghanistan.

  • Ramya Gopal

    Ramya Gopal

    Mission Asset Fund

    Ramya Gopal leads the MAF Lab, the R&D lab within Mission Asset Fund, to build products to financially empower low-income and immigrant families. Prior to MAF, she conducted research at Center for Effective Philanthropy to help foundations work more effectively with nonprofits.

     

    Ramya received her MBA from the Yale School of Management, where she specialized in leadership in the social impact sector.

  • Noelle Hylton

    Noelle Hylton

    MyPath

    Noelle Hylton is the CTO at MyPath, a national nonprofit on a mission to power youth potential and seed economic mobility. She joined the MyPath team in 2018. In her role, she is responsible for defining and executing strategic technology initiatives while also keeping her finger on the pulse of IT operations. She oversees the MyPath Money Platform, Salesforce, Teamwork’s: Desk, Projects, Chatter, Knowledge Base and other ERP solutions. MyPath has initiatives running in thirteen cities with over seventy partner sites, engaging 6,500+ low-income working youth in banking, saving and credit-building.

    Prior to joining MyPath, Noelle worked in higher education technology for over 18 years. Her most recent roles are Director of Administrative Information Systems and Principal Advancement, Consultant. She has worked with over 60 colleges and universities in the US and abroad. Noelle has served as a Board Member for a K-8 charter school and a K-12 non-profit
    tutoring organization. She holds a BA and an MHA from Hofstra University. In her spare time, she enjoys traveling and mentoring young women.

  • Sarahi Espinoza Salamanca

    Sarahi Espinoza Salamanca

    Dreamer’s Roadmap

    Sarahi Espinoza Salamanca is the Founder and CEO of DREAMers Roadmap, a mobile app platform that helps undocumented students navigate the necessary resources to access higher education. This is Sarahi’s latest project in a longer trajectory of activism within and for the undocumented community, which has placed her in the spotlight of continued conversations centered on national immigration policy.

     

    Sarahi was a Champion of Change at the White House in 2014, has received 2 House of Representatives Awards, and was recently named in Forbes 30 under 30. A former undocumented student who once had to drop out of school to support her family, Sarahi’s personal experience informs her unwavering vision: to help hundreds of thousands of Latino students eliminate the barriers to success and achieve their full potential.

  • Brandon Anderson

    Brandon Anderson

    Raheem

    Brandon Anderson is the Founder of Raheem AI, a nonprofit building the world’s first crowdsourced database of police interactions to move forward policies that end police violence.

    Brandon served two tours in Iraq as a satellite engineer in the U.S. army, helping commanders use data to measure impact and design strategies. Following the loss of his partner to police violence, Brandon recognized an opportunity to integrate his skills with his commitment to the pursuit of justice.

    Anderson earned his BA from Georgetown University, is an Echoing Green Fellow, and a Smithsonian American Ingenuity Award Nominee.

3:00PM | Meet the Monarchs: Dreamers Share Stories of Resilience

Dreamers are adept at changing course. Join us to hear personal stories from some of the most skillful navigators of cultural, social, political, physical and professional environments in America today. Not to be missed, this kaleidoscope of panelists hails from many different countries and backgrounds.

  • Miguel Castillo

    Miguel Castillo

    Mission Asset Fund

    Miguel is an immigrant from Oaxaca, Mexico. Since the age of three when he was brought to the United States, Miguel has grown into a passionate activist for immigrant rights. As an undergraduate at San Francisco State University, Miguel was one of the key student leaders who created the university’s first Dream Resource Center which provided support for undocumented students. Miguel was also selected to be a part of the inaugural cohort of the DreamSF Fellowship, where he served at a variety of Bay Area Immigrant Rights organizations. Miguel is currently a Client Services Manager at MAF, in addition to sitting on the Leadership Board of Dreamers In Tech and works as a freelance graphic designer.

  • Paulina Ortiz

    Paulina Ortiz

    Skyline College (MAF Client)

  • Luis Quiroz

    Luis Quiroz

    Business Owner

  • Rosa Namgoong

    Rosa Namgoong

    Student and Activist (MAF DACA Grant Recipient)

3:00PM | Meet the Rainbow: Clients Share Stories of Evolution

This client-led session includes testimonials from business owners, community leaders and advocates telling their own stories of evolution. You’ll learn about their journeys and experiences with programs and services. You’ll even gain an appreciation for how they used their superpowers to achieve their goals.

  • Michelle Gallarza

    Michelle Gallarza

    Mission Asset Fund

    Michelle Gallarza is Philanthropy Manager at MAF, responsible for maintaining and cultivating a strong community of philanthropic partners to support MAF’s financial programs nationwide. She closely collaborates with CEO José Quiñonez to determine the organization’s fundraising goals and strategically uplift the importance of MAF’s impact to diverse external audiences. Prior to arriving at MAF, Michelle worked in Los Angeles as a grant writer at a social services agency in Skid Row and at a labor & immigrant rights nonprofit in MacArthur Park. She also has previous experience advancing housing rights, food justice, and educational equity programs in underserved communities of color.

    Michelle holds a B.A. with high honors in Sociology from UC Berkeley, where she was awarded the Haas Scholars undergraduate fellowship.

  • Alicia Villanueva

    Alicia Villanueva

    MAF Client and Owner of Alicia’s Tamales Los Mayas

  • Andrea Delgadillo

    Andrea Delgadillo

    MAF Client and Community Activist

    Andrea Delgadillo is an Admissions Recruiter at California Lutheran University. In this role, Andrea coordinates all aspects of outreach to prospective undergraduate students, including recruitment visits to high schools, conducting interviews, and representing Cal Lutheran. Andrea is also a recent graduate from Cal Lutheran, and holds her B.A. in Marketing Communication and French. She is tri-lingual speaking Spanish as her third language. As an AB540 student, Andrea has used MAF services for several years for additional guidance and financial support.

  • Patricia Fuentes

    Patricia Fuentes

    MAF Client and MAC member


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