Difference between revisions of "2015 Credit-Able AFP Strategic Planning Meeting"

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*9:00 a.m. Sign-in, Networking, and Breakfast
*9:00 a.m. Sign-in, Networking, and Breakfast
*9:30 Welcome, Introductions, Overview, Expectations for the Meeting
*9:30 Welcome, Introductions, Overview, Expectations for the Meeting
**Speakers:  
*Speakers:  
***Carolyn Phillips, Director, Tools for Life (TFL)
**Carolyn Phillips, Director, Tools for Life (TFL)
***Mike Galifianakis, President, Board of Directors, Center for Financial Independence and Innovation (CFII)
**Mike Galifianakis, President, Board of Directors, Center for Financial Independence and Innovation (CFII)
*9:45 Overview of Credit-Able
*9:45 Overview of Credit-Able
***Exploring a brief history of Georgia’s AFP, identifying where we were, where we are and laying the foundation for where we are growing/going. We will also share lessons learned along the way.
**Exploring a brief history of Georgia’s AFP, identifying where we were, where we are and laying the foundation for where we are growing/going. We will also share lessons learned along the way.
*10:15 The National Alternative Financing Program Scene
*10:15 The National Alternative Financing Program Scene
We will:
We will:
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# Identify the financial products and services for AFPs.  
# Identify the financial products and services for AFPs.  
# Understand the importance of choosing the right structure, policies & procedures for the Credit-Able Program
# Understand the importance of choosing the right structure, policies & procedures for the Credit-Able Program
**Speaker:  Joey Wallace, Director, Catalyst Program | RESNA
*Speaker:  Joey Wallace, Director, Catalyst Program | RESNA
*11:05  - Q&A
*11:05  - Q&A
*11:15 Break
*11:15 Break
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# policies and procedures.  
# policies and procedures.  
#We will also hear about their successes & lessons learned along the way.
#We will also hear about their successes & lessons learned along the way.
**Speakers:  
*Speakers:  
***Linda Jaco, Director, Sponsored Programs, Dept of Wellness – Oklahoma State University
**Linda Jaco, Director, Sponsored Programs, Dept of Wellness – Oklahoma State University
Shelley Gladden, Loan Coordinator, Oklahoma ABLE Tech
Shelley Gladden, Loan Coordinator, Oklahoma ABLE Tech
Oklahoma State University
Oklahoma State University
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*12:30 Networking Lunch –  
*12:30 Networking Lunch –  
*1:45 Exploring Washington’s AFP Program
*1:45 Exploring Washington’s AFP Program
We will hear directly from Washington about their:  
* We will hear directly from Washington about their:  
AFP Program model,  
# AFP Program model,  
funding structure,  
# funding structure,  
Sustainability plan,
# Sustainability plan,
Financial products & services and  
# Financial products & services and  
Policies and procedures.  
# Policies and procedures.  
We will also hear about their successes & lessons learned along the way.
#We will also hear about their successes & lessons learned along the way.
**Speakers:  
*Speaker:  
***Jack Brummel, Executive Director, Washington Access Fund
**Jack Brummel, Executive Director, Washington Access Fund
2:45 Break
*2:45 Break
3:00 Work Groups: Create a sustainable Credit-Able Program Model  
*3:00 Work Groups: Create a sustainable Credit-Able Program Model  
We will divide into groups and in-depth discussion to develop the new Credit-Able Model. Each group will have a note-taker & reporter who will report out to the whole group. Our invited guest will provide technical assistance to the groups.  
** We will divide into groups and in-depth discussion to develop the new Credit-Able Model. Each group will have a note-taker & reporter who will report out to the whole group. Our invited guest will provide technical assistance to the groups.  
Topics to discuss: program structure (Who? What? Where? How?)
**Topics to discuss: program structure (Who? What? Where? How?)
Facilitator: Carolyn Phillips
***Facilitator: Carolyn Phillips
3:45 Report out on Work Groups: Create a sustainable Credit-Able Program Model  
*3:45 Report out on Work Groups: Create a sustainable Credit-Able Program Model  
Facilitator: Carolyn Phillips
**Facilitator: Carolyn Phillips
4:20 Wrap-Up Day One - Questions and Comments;  
*4:20 Wrap-Up Day One - Questions and Comments;  
Facilitator: Carolyn Phillips
**Facilitator: Carolyn Phillips
4:30 Adjourn
*4:30 Adjourn




Day Two
'''Day Two'''


8:00 a.m. Sign-in, Networking, and Breakfast
*8:00 a.m. Sign-in, Networking, and Breakfast
8:30 Recap Day One and Moving forward with the Strategic Planning Meeting
*8:30 Recap Day One and Moving forward with the Strategic Planning Meeting
Speakers: Carolyn Phillips & Mike Galifianakis   
**Speakers: Carolyn Phillips & Mike Galifianakis   
8:45 Sustainability Planning Advice from our Guest Experts  
*8:45 Sustainability Planning Advice from our Guest Experts  
We will hear from our Guest Experts regarding sustainability planning. They will also share creative partnerships, fundraising and marketing strategies.
**We will hear from our Guest Experts regarding sustainability planning. They will also share creative partnerships, fundraising and marketing strategies.
9:30 Work Groups: Create a Sustainability Plan for Credit-Able
*9:30 Work Groups: Create a Sustainability Plan for Credit-Able
We will divide into groups and in-depth discussion to develop the Sustainability Plan for Credit-Able. Each group will have a note-taker & reporter who will report out to the whole group. Our invited guest will provide technical assistance to the groups.  
**We will divide into groups and in-depth discussion to develop the Sustainability Plan for Credit-Able. Each group will have a note-taker & reporter who will report out to the whole group. Our invited guest will provide technical assistance to the groups.  
Topics to discuss: partnerships, fundraising and marketing ideas & strategies
***Topics to discuss: partnerships, fundraising and marketing ideas & strategies
Facilitator: Carolyn Phillips
***Facilitator: Carolyn Phillips
10:15 Report out on Work Groups: Create a Sustainability Plan for Credit-Able
*10:15 Report out on Work Groups: Create a Sustainability Plan for Credit-Able
Facilitator: Carolyn Phillips
**Facilitator: Carolyn Phillips
10:40 Break
*10:40 Break
10:45 Policies & Procedure development Advice from our Guest Experts  
*10:45 Policies & Procedure development Advice from our Guest Experts  
We will hear from our Guest Experts regarding the importance of solid policies and procedures development to support our Model & Sustainability Plan for Credit-Able.
**We will hear from our Guest Experts regarding the importance of solid policies and procedures development to support our Model & Sustainability Plan for Credit-Able.
Facilitator: Carolyn Phillips  
**Facilitator: Carolyn Phillips  
11:30 Guided Discussion: Create Policies & Procedures for Credit-Able that support the new model and sustainability plan.
*11:30 Guided Discussion: Create Policies & Procedures for Credit-Able that support the new model and sustainability plan.
We will discuss policies & procedures. Our Guest Experts will provide technical assistance.
*We will discuss policies & procedures. Our Guest Experts will provide technical assistance.
Topics to discuss: AFP products and services, user services
**Topics to discuss: AFP products and services, user services
Facilitator: Carolyn Phillips  
**Facilitator: Carolyn Phillips  
12:00 Networking Lunch – Program Brag & Share
*12:00 Networking Lunch – Program Brag & Share
12:45 Planning for the Future: Identifying Next Steps and Recommendations
*12:45 Planning for the Future: Identifying Next Steps and Recommendations
We will discuss directions for the future, challenges and opportunities. We will further develop a Strategic Partner Plan, including identifying who else we need at the table.
**We will discuss directions for the future, challenges and opportunities. We will further develop a Strategic Partner Plan, including identifying who else we need at the table.
Facilitators: Carolyn Phillips &  Mike Galifianakis
***Facilitators: Carolyn Phillips &  Mike Galifianakis
1:15 Wrap-Up Strategic Planning Meeting; Questions and Comments; Evaluation of the Workshop
*1:15 Wrap-Up Strategic Planning Meeting; Questions and Comments; Evaluation of the Workshop
Facilitator: Carolyn Phillips & Mike Galifianakis
**Facilitator: Carolyn Phillips & Mike Galifianakis
1:30 Adjourn Credit-Able Strategic Planning Meeting
*1:30 Adjourn Credit-Able Strategic Planning Meeting
(1:45 – 4:30  - TFL Advisory Council Meeting)
**(1:45 – 4:30  - TFL Advisory Council Meeting)

Revision as of 10:35, 5 February 2015

Successful Strategies, Innovative Partnerships, Futures Planning

  • Feburary 10 & 11, 2015

Meeting Goals

  1. Create a sustainable Credit-Able Program Model. Examine successful Alternative Financing Program Models that are affiliated with University Systems and 501c3 community-based organizations. Identify the structural components needed to build a sustainable AFP to best serve Georgians with disabilities.
  2. Create a sustainability plan for Credit-Able. Explore diversified funding structures of successful AFPs. Determine the best financial products and services for Credit-Able to provide. Identify financial institutions and other funding partnerships to develop transformational relationships that lead the Credit-Able Program to sustainability. These potential partnerships include Credit-Unions, Banks, CDFI, Brian & Spinal Cord Injury Trust Fund, Vocational Rehabilitation, and FEMA.
  3. Create Policies & Procedures for Credit-Able that support the new model and sustainability plan. Identify successful Policies & Procedures for AFP (governance/organizational structure, day-to-day operations, financial institution partnerships, marketing, risk-management strategies, user services, communication, etc.). Discuss and develop P&P for Georgia’s Credit-Able Program.

Agenda

Day One

  • 9:00 a.m. Sign-in, Networking, and Breakfast
  • 9:30 Welcome, Introductions, Overview, Expectations for the Meeting
  • Speakers:
    • Carolyn Phillips, Director, Tools for Life (TFL)
    • Mike Galifianakis, President, Board of Directors, Center for Financial Independence and Innovation (CFII)
  • 9:45 Overview of Credit-Able
    • Exploring a brief history of Georgia’s AFP, identifying where we were, where we are and laying the foundation for where we are growing/going. We will also share lessons learned along the way.
  • 10:15 The National Alternative Financing Program Scene

We will:

  1. Explore a brief history of AFPs.
  2. Identify the components of successful University System and 501c3 community-based organization AFP Models.
  3. Explore diversified funding structures of AFPs.
  4. Identify the financial products and services for AFPs.
  5. Understand the importance of choosing the right structure, policies & procedures for the Credit-Able Program
  • Speaker: Joey Wallace, Director, Catalyst Program | RESNA
  • 11:05 - Q&A
  • 11:15 Break
  • 11:20 Exploring Oklahoma’s AFP Program

We will hear directly from Oklahoma about their:

  1. AFP Program model,
  2. funding structure,
  3. Sustainability plan,
  4. financial products & services and
  5. policies and procedures.
  6. We will also hear about their successes & lessons learned along the way.
  • Speakers:
    • Linda Jaco, Director, Sponsored Programs, Dept of Wellness – Oklahoma State University

Shelley Gladden, Loan Coordinator, Oklahoma ABLE Tech Oklahoma State University

  • 12:30 Networking Lunch –
  • 1:45 Exploring Washington’s AFP Program
  • We will hear directly from Washington about their:
  1. AFP Program model,
  2. funding structure,
  3. Sustainability plan,
  4. Financial products & services and
  5. Policies and procedures.
  6. We will also hear about their successes & lessons learned along the way.

*Speaker: **Jack Brummel, Executive Director, Washington Access Fund

  • 2:45 Break
  • 3:00 Work Groups: Create a sustainable Credit-Able Program Model
    • We will divide into groups and in-depth discussion to develop the new Credit-Able Model. Each group will have a note-taker & reporter who will report out to the whole group. Our invited guest will provide technical assistance to the groups.

**Topics to discuss: program structure (Who? What? Where? How?) ***Facilitator: Carolyn Phillips

  • 3:45 Report out on Work Groups: Create a sustainable Credit-Able Program Model

**Facilitator: Carolyn Phillips

  • 4:20 Wrap-Up Day One - Questions and Comments;
    • Facilitator: Carolyn Phillips
  • 4:30 Adjourn


Day Two

  • 8:00 a.m. Sign-in, Networking, and Breakfast
  • 8:30 Recap Day One and Moving forward with the Strategic Planning Meeting
    • Speakers: Carolyn Phillips & Mike Galifianakis
  • 8:45 Sustainability Planning Advice from our Guest Experts
    • We will hear from our Guest Experts regarding sustainability planning. They will also share creative partnerships, fundraising and marketing strategies.
  • 9:30 Work Groups: Create a Sustainability Plan for Credit-Able

**We will divide into groups and in-depth discussion to develop the Sustainability Plan for Credit-Able. Each group will have a note-taker & reporter who will report out to the whole group. Our invited guest will provide technical assistance to the groups. ***Topics to discuss: partnerships, fundraising and marketing ideas & strategies ***Facilitator: Carolyn Phillips

  • 10:15 Report out on Work Groups: Create a Sustainability Plan for Credit-Able

**Facilitator: Carolyn Phillips

  • 10:40 Break
  • 10:45 Policies & Procedure development Advice from our Guest Experts

**We will hear from our Guest Experts regarding the importance of solid policies and procedures development to support our Model & Sustainability Plan for Credit-Able. **Facilitator: Carolyn Phillips

  • 11:30 Guided Discussion: Create Policies & Procedures for Credit-Able that support the new model and sustainability plan.

*We will discuss policies & procedures. Our Guest Experts will provide technical assistance. **Topics to discuss: AFP products and services, user services **Facilitator: Carolyn Phillips

  • 12:00 Networking Lunch – Program Brag & Share
  • 12:45 Planning for the Future: Identifying Next Steps and Recommendations

**We will discuss directions for the future, challenges and opportunities. We will further develop a Strategic Partner Plan, including identifying who else we need at the table.

      • Facilitators: Carolyn Phillips & Mike Galifianakis
  • 1:15 Wrap-Up Strategic Planning Meeting; Questions and Comments; Evaluation of the Workshop
    • Facilitator: Carolyn Phillips & Mike Galifianakis
  • 1:30 Adjourn Credit-Able Strategic Planning Meeting
    • (1:45 – 4:30 - TFL Advisory Council Meeting)