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Orlando Financial Inclusion Summit

This Summit, held on August 22, 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. An additional resource, "Financial Inclusion Resources" has also been included for attendees and interested parties to use.

Video Welcome From Mayor Jacobs


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

  • Janet Hamer, VP, Community Development Manger North and Central Florida, TD Bank
  • April Atkins, Community Affairs Specialist (North & Central Florida), FDIC
  • Nancy Gresham-Jones, Southern District Community Affairs Officer, Office of the Comptroller of the Currency
  • David Foote, Manager, Financial Stability Initiatives, Heart of Florida United Way


Roundtable Recommendations - Full List

Download the list of suggestions (link above) that resulted from the roundtable discussions in Orlando. 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.

Orlando Financial Inclusion and Disability Awareness Training – October 10, 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 Orlando Work Group? Please contact Katie Metz at kmetz@ndi-inc.org.