FDIC Hosts San Diego Bank On Forum in San Diego, California
In recognition of America Saves Week, the Federal Deposit Insurance Corporation (FDIC) is hosting an annual San Diego Bank On Forum to increase banking relationships and promote the Volunteer Income Tax Assistance (VITA) program, San Diego Saves, and Bank On certified accounts. The event will focus on providing a pathway to economic inclusion through access to safe and affordable financial services, as well as fostering collaboration opportunities to maximize bankable moments during the VITA season. Presenters will share information on volunteering opportunities for financial institutions. Attendees will learn about collaboration opportunities to support and partner with VITA sites through the Bank On and San Diego Saves initiatives.
Presenters:
- Lourdes Ortega, Senior Stakeholder Relationship Tax Consultant, Internal Revenue Service (IRS)
- Ricardo Flores, Bank On San Diego Coalition Manager & CEO, LISC San Diego
- Carmen Ruiz, Program Manager, Dreams for Change
- Erika Toriz, Executive Director, Haven Neighborhood Services
- Melinda Opperman, President/Chief Relationship Officer, Springboard Nonprofit Consumer Credit Management Inc., Credit.org
- Luke W. Reynolds, Regional Manager, Community Affairs, FDIC
- Steve De Jesus, Community Affairs Specialist, FDIC
- Cathy Choe, Community Affairs Specialist, FDIC
When:
Wednesday, February 22, 2023 from 9:00 AM to 12:00 PM PT
Where:
United Way of San Diego County, 4699 Murphy Canyon Rd., San Diego, CA 92123
Who should attend:
Financial institutions, non-profits, community-based organizations, and government agency staff who are interested in partnership opportunities to promote greater economic inclusion in San Diego
Registration Information:
To register online, click Register and fill out the needed information. You will receive a confirmation email once completed.
Contact Information:
If you have any questions about the event, please email Cathy Choe at cchoe@fdic.gov.
Additional Resources:
- FDIC Money Smart Program
- FDIC CRA Resources
- FDIC #GetBanked
- FIL-5-2007 – Volunteer Income Tax Assistance (VITA): A Reminder and Update About Potential CRA and Business Opportunities