2015 Credit-Able AFP Strategic Planning Meeting
Successful Strategies, Innovative Partnerships, Futures Planning
- Feburary 10 & 11, 2015
- 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.
- 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.
- 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.
- 9:00 a.m. Sign-in, Networking, and Breakfast
- 9:30 Welcome, Introductions, Overview, Expectations for the Meeting
- 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
- Explore a brief history of AFPs.
- Identify the components of successful University System and 501c3 community-based organization AFP Models.
- Explore diversified funding structures of AFPs.
- Identify the financial products and services for AFPs.
- 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:
- AFP Program model,
- funding structure,
- Sustainability plan,
- financial products & services and
- policies and procedures.
- We will also hear about their successes & lessons learned along the way.
- 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: • AFP Program model, • funding structure, • Sustainability plan, • Financial products & services and • Policies and procedures. We will also hear about their successes & lessons learned along the way. **Speakers: ***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
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)