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Conference Agenda

FDIC Advisory Committee on Economic Inclusion (ComE-IN)

March 2, 2011

Last Updated: March 2, 2011

At a Glance

Time Session Information
7:45 to 8:45


8:45 to 9:00 a.m.

Opening Remarks

Diana L. Taylor, Chairman, Advisory Committee on Economic Inclusion

Sheila C. Bair, Chairman, FDIC

9:00 to 10:30

Teaching Financial Education

Moderator:  Ted Beck, President and CEO, National Endowment for Financial Education

Annamaria Lusardi, Professor of Accountancy and Economics, George Washington University School of Business

Laura Levine, Executive Director, Jump$tart Coalition

Tom Leavitt, EVP, Merchants Bank, Burlington, Vermont

Phil Martin, Assistant for Financial Education and Student Aid, Office of the Secretary, Department of Education

Moisette I. Green, Director of Consumer Compliance & Outreach, National Credit Union Administration

Luke Reynolds, Chief, Outreach and Program Development Section, Division of Depositor and Consumer Protection

10:30 to 10:45 a.m.


10:45 to 11:45

Issues Update & Status Report on Strategic Plan Projects

Moderator:  Ellen Lazar, Senior Advisor to the Chairman for Consumer Policy

Mark Pearce, Director, Division of Depositor and Consumer Protection

Michael Briggs, Supervisory Counsel

Luke H. Brown, Associate Director, Compliance Policy Branch, Division of Depositor and Consumer Protection

Rae-Ann Miller, Special Advisor to the Director, Division of Insurance and Research

Luke Reynolds

Sherrie L. W. Rhine, Senior Economist, Division of Depositor and Consumer Protection

11:45 to 1:15


Hollister K. Petraeus, Team Lead, Office of Service member Affairs, Consumer Financial Protection Bureau Implementation Team, U.S. Department of the Treasury
1:15 to 3:45

Report of the Mortgage Subcommittee Discussions Regarding principles For LMI Mortgage Lending

Moderator:  Barbara A. Ryan, Deputy to the Vice Chairman

Eric Belsky, Executive Director, Joint Center for Housing Studies of Harvard University

Martin Eakes, Chief Executive Officer, Self-Help/Center for Responsible Lending, and Chairman, Mortgage Subcommittee

Barry Zigas, Director of Housing Policy, Consumer Federation of America

3:45 to 4:00 p.m.


Diana Taylor
Sheila C. Bair
Ellen Lazar

Meeting Documents:

Teaching Financial Education

FDIC Financial Institution Letter, Financial Institutions Encouraged to Work with Schools to Promote Youth Financial Education, (FIL-80-2010) - PDF

FDIC and NCUA Chairs Join Education Secretary to Announce Partnership to Promote Financial Education and Savings Programs, (November 15, 2010) - PDF

Wendy L. Way, & Karen Holden, Teachers’ Background & Capacity to Teach Personal Finance:  Results of a National Study, National Endowment for Financial Education, (2010) (Executive Summary) - PDF 

Champlain College Press Release, Merchant’s Bank Invests in Financial Education for Vermont Teachers, (December 8, 2010) - PDF

Report of the Mortgage Subcommittee Discussions Regarding Principles for LMI Mortgage Lending

FDIC Financial Institution Letter, Best Practices from the FDIC’s Forum on Mortgage Lending for Low- and Moderate Income Households, (FIL-88-2008) - PDF

The Joint Center for Housing Studies of Harvard University, The State of the Nation’s Housing 2010, (2010) (Executive Summary) - PDF

The Furman Center for Real Estate and Urban Policy of New York University, Mortgage Lending During the Great Recession:  HMDA 2009, (2010) - PDF 

Rick Jacobus & David M. Abromowitz, A Path to Homeownership:  Building A More Sustainable Strategy for Expanding Homeownership, Center for American Progress (2010)- PDF

Roberto G. Quercia & Janneke Ratcliffe, Good Business and Good Policy:  Finding the Right Ways to Serve the Affordable Mortgage Market, Center for Community Capital (2009) - PDF.

Ida Rademacher et al., Weathering the Storm:  Have IDAs Helped Low-Income Homebuyers Avoid Foreclosure?, CFED & The Urban Institute (2010) - PDF.

James H. Carr & Michelle Mulcahy, Rebuilding Communities in Economic Distress:  Local Strategies to Sustain Homeownership, Reclaim Vacant Properties, and Promote Community-Based Employment, National Community Reinvestment Coalition (2010) - PDF

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