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New Orleans Financial Inclusion Summit

This Summit, held on September 20, 2017, brought together leaders in government, the financial services sector, the disability and asset building communities and Fortune 100 companies to discuss strategies for improving financial access for individuals across the spectrum of disabilities. During breakout sessions, groups worked together to design the next generation of collective efforts that seek to fulfill the promise of the Americans with Disabilities Act (ADA) to bring people with disabilities more fully into the economic mainstream. Below, you will find the resources given out at the summit. 



New Orleans Financial Inclusion Summit: Opening Remarks

Panel #1: Advancing Financial Inclusion: Challenges and Opportunities for Working-Age Adults with Disabilities

  • Georgette K. Wallace, Workforce Development Specialist, Louisiana Workforce Commission
  • Eva Belcas, Executive Director, Access to Meaningful Employment (AcME)
  • Vincenzo Pasquantonio, Community Work Incentive Coordinator, Advocacy Center Louisiana
  • Tyana Daquano, Public Information Officer, Louisiana Office of Student Financial Assistance
  • Sharese Morton, Manager, Financial Loan Program, Louisiana Assistive Technology Access Network (LATAN)

Panel #2: Advancing Financial Inclusion: Collaboration with Financial Institutions

  • Michael Roush, Director, Real Economic Impact Network, National Disability Institute
  • Regina Austin, Community Affairs Specialist, FDIC
  • NancyGresham-Jones, Southern District Community Affairs Officer, Office of the Comptroller of the Currency
  • Odessa Adams-Payne, Vice President, Financial Capability, United Way of Southeast Louisiana
  • Willie Ann Jones, Senior Stakeholder Relationship Tax Consultant, Internal Revenue Service

Group Discussion



Roundtable Recommendations - Full List

Download the list of suggestions (link above) that resulted from the roundtable discussions in New Orleans. The list consists of recommendations and suggestions in four areas:

  1. Ideas about how financial institutions can improve access and long-term relationships with customers across the spectrum of disabilities.
  2. Ideas on how we can work together to build the capacity of government, disability, and other community nonprofit agencies to provide financial education and coaching to improve the financial capability and decision-making of individuals with disabilities.
  3. Suggestions on what people with disabilities want from a banking relationship.
  4. How to educate the disability community about ABLE accounts.

New Orleans Financial Inclusion and Disability Awareness Training – November 3, 2017

Join National Disability Institute for a FREE training that will provide an overview to strategies and tools that can assist individuals with disabilities and their families move toward financial well-being. We will have a guest speaker from the Federal Deposit Insurance Corporation (FDIC) who will talk about the FDIC’s Money Smart financial education program that is designed to help low- and moderate-income individuals outside the financial mainstream enhance their financial skills and create positive banking relationships. Attendees will also learn about My Money an online financial education program developed by Department of Financial Services for individuals with disabilities, parents, guardians and support providers.


Interested in joining the New Orleans Work Group? Please contact Michael Roush at mroush@ndi-inc.org.