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Consumer Resource Center

Tax Season Bankable Moments: Partnership Opportunities with Bank On and VITA

Event Date
-
Location
Virtual

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Due to a winter weather advisory this event has been moved to a virtual meeting space. Please use the information below to access the event.

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Meeting ID: 230 181 323 354

Passcode: UN3Vy6Xu


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Phone conference ID: 855 458 533#

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The Federal Deposit Insurance Corporation (FDIC) will host an in-person event focused on building financial capacity by increasing awareness of various initiatives for income tax services targeted to low- and moderate-income households and small businesses. Banks and community-based organizations (CBOs) can significantly impact the outcome of the Volunteer Income Tax Assistance (VITA) program through their volunteer support efforts. The Internal Revenue Service (IRS), Bank On North Carolina, and HOPE Financial will highlight specific opportunities to build financial capacity by supporting VITA sites through bank and CBO partnerships.

Presenters:

  • Marquita Robertson, Executive Director, The Collaborative 
  • Watricia Shuler, Financial Wellbeing Coach, Small Business, Operation HOPE, Inc.
  • Andrew D. Rice, Senior Stakeholder Relationship Tax Consultant; Stakeholder Partnerships Education & Communication (SPEC), IRS. 
  • Victor Galloway, Community Affairs Specialist, FDIC 

When:

Wednesday, January 22, 2025 from 9:45 AM to 12:00 PM ET

Where:

Virutal, registration information below. 

Who should attend:

Bankers, Community Development Financial Institutions, VITA administrators, nonprofits, credit counselors, local, state, and federal government, and non-profit representatives

Registration Information:

To register online, click Register and fill out the needed information.  You will receive a confirmation email once completed.

REGISTER

Contact Information:

If you have any questions about the event, please email Victor Galloway at vgalloway@fdic.gov.   

Additional Resources:

Last Updated: January 22, 2025