Stay Informed!



Bringing people together to share, learn and celebrate achievements is one of our favorite things to do.

To browse past CFED events, including webinar recordings, please see the listings below or see the complete archive here. For further resources, you may search CFED's Resource Directory.

Upcoming Events

  • Strengthening Service Provision through Legislative Advocacy
    March 2, 12:30-1:30 pm EST | Register

    This webinar is the second in a series aimed at service providers and coalition members interested in engaging in policy advocacy as a method of strengthening financial security for the communities they serve. This webinar will focus on the basics of understanding the legislative process for change at the state level. Curious about how the legislative process works? Want to know more about how to build relationships with state legislators? This webinar will feature speakers to answer these questions and more. Tune in to hear directly from Illinois State Senator Daniel Biss about a recent win on retirement security and his collaboration with the Illinois Assets Building Group.
  • Telling Taxpayer Stories
    March 3, 2-3 pm EST | Register

    Volunteer Income Tax Assistance (VITA) programs help millions of low- and moderate-income taxpayers file their taxes and access important tax credits each year. This free, high-quality tax assistance is an extremely valuable service, but often, people don’t realize the immeasurable impact VITA programs have on the communities they serve. Luckily, there is an important opportunity to raise awareness—by telling the stories of the individual taxpayers and the opportunity VITA services create.

    Join CFED and the Taxpayer Opportunity Network on Tuesday, March 3 from 2-3 pm EST for Telling Taxpayer Stories, a virtual training where experts from The Hatcher Group, and Tax Credits for Working Families will share tips, insights and examples for how you can best detect, capture and share taxpayer stories to increase awareness and support of VITA in your community.
  • Integrating Financial Capability Services 101: Exploring the WHY and HOW
    March 17, 2-3 pm EDT | Register

    Why is it beneficial to embed financial capability services into service delivery models and how do I make the case to others? What are the different integration models and which ones have shown to be effective? How do I take steps to start integrating? Join us on Tuesday, March 17 from 2-3 pm EDT for “Integrating Financial Capability Services 101: Exploring the WHY and HOW” to hear these questions answered and more. Presenters will share an overview on what we mean by the term integration, why it works with financial capability, examples of effective models from the field and resources you can access now.

Recent Events

  • On February 26, 2015 CFED hosted Part II of our series on the ACA and Taxes, Stefanie Costello, Health Insurance Specialist with the Centers for Medicare & Medicaid Services, answered some of the most challenging questions facing preparers this tax season. Visit the Taxpayer Opportunity Network for more details.
  • On February 12, CFED and First Nations Development Institute hosted a webinar about financial capability programs serving Native communities. Druing the webinar, community practitioners presented information about their work building financial capability programs to serve a reservation-based audience. The recording from this webinar is coming soon.
  • On February 10, the Taxpayer Opportunity Network hosted "Talking with Taxpayers," during which panelists shared insights, lessons and tips you can use to improve interactions with taxpayers during tax season. Visit the Taxpayer Opportunity Network for more details.
  • On January 30, CFED hosted an EITC Awareness Day event on Capitol Hill called “It’s Not Like I’m Poor”: New Research and Political Prospects for the Earned Income Tax Credit and Volunteer Income Tax Assistance. Check out a full recap here.
  • On January 30, CFED hosted Understanding Financial Capability Integration, a webinar on what it means to integrate financial capability services into other programs and promising approaches organizations have taken to this work. This webinar is an opportunity to learn more about how to assess a strong program,support organizations that are working to integrate financial capability into their service delivery, and help you participate as a thought partner in your community to ensure these programs maximize their impact.
  • CFED hosted Thrift: Building a New American Cultural Movement at its Washington, DC, headquarters on January 21. This lunchtime conversation, inspired by Andrew Yarrow's (Oxfam America) book, Thrift: The History of an American Cultural Movement, focused on the ways in which thrift can be an important lens through which we understand financial capability in the twenty-first century. Visit the event page to learn more about this event.
  • CFED launched the 2015 Assets & Opportunity Scorecard and held a launch webinar at noon EST on Thursday, January 29. Each year, the Scorecard is a powerful tool that helps paint the full picture of financial insecurity in America. This year's Scorecard brings together over 130 policy and outcome measures for all 50 states and the District of Columbia to help make the case for asset-based policy reform that expands economic opportunity for all Americans. Check out the webinar here.
  • On January 15, the Taxpayer Opportunity Network team hosted ACA and Taxes: Resources for VITA and Other Social Service Providers. For more about this and other Taxpayer Opportunity Network webinars, visit the webinar archive.
  • On January 13, the Taxpayer Opportunity Network hosted Consent to Use and Consent to Disclose Tax Return Information: Model Practices Related to Regulation 7216. For more about this and other Taxpayer Opportunity Network webinars, visit the webinar archive.
  • In order to support efforts to promote savings opportunities, the Assets & Opportunity Network and Taxpayer Opportunity Network hosted the Consumer Financial Protection Bureau and Doorways to Dreams Fund for “Tax Time Savings: Tools to Help Promote Savings this Tax Season” webinar on January 6.
  • On January 8, The Assets & Opportunity Network and Taxpayer Opportunity Network hosted the Center on Budget and Policy Priorities for “Understanding EITC Outreach + Tools and Tips for Using Traditional and New Media.”
  • On November 12-13, CFED hosted its 10th annual I’M HOME Conference in Seattle, WA. The conference is an annual gathering where a range of audiences interested in applying manufactured housing solutions to affordable housing challenges come together to share progress, highlight innovative practices and lessons learned and make new connections. On November 11 – 12, ROC USA held its CTAP training and the National Manufactured Homeowners Association (NMHOA) held their annual convention from November 14 - 15.

    Thank you to all who participated and contributed to the discussion on manufactured housing as affordable housing!
  • The 2014 Assets Learning Conference, Platforms for Prosperity took place September 17-19, 2014 in Washington, DC. Check out the ALC website for session notes, photos and videos from the conference.
  • On Thursday, July 17, CFED, the Pennsylvania Housing Finance Agency, Penn State University and Action Housing held a convening titled "Health, Financial Security and Environment: Manufactured Housing in Southwest Pennsylvania". Hosted by the Federal Reserve Bank of Cleveland-Pittsburgh Branch, the goal was to frame a three-year collaborative intervention for manufactured housing residents in eight southwest Pennsylvania counties. The program will be designed to positively impact the environmental, health, aging and financial security outcomes of manufactured housing residents. A key component, and one that many participants repeatedly came back to, is an evaluation element to determine the effectiveness of the project.
  • On Thursday, July 10, CFED hosted Mistakes to Success: Learning to Learn from Failure. During this free, hour-long webinar, panelists explored ways that we can apply the concepts of emergent learning to take advantage of ways to learn from failure. Click here to watch the recording!
  • The 2014 Children's Savings Conference: From Aspirations to Achievement took place April 29-30 at the Omni Shoreham Hotel in Washington, DC.

Past Events

  • The Financial Education & Account Access Among Elementary Students webinar took place on Wednesday, April 23 from 2-3pm CDT.
  • On February 27, CFED and the Center for American Progress hosted a discussion on tax incentives and retirement savings on Capitol Hill. This event, headlined by Senator Elizabeth Warren, addressed how the tax code greatly encourages retirement savings by high-income earners while leaving behind middle- and lower-income families. Click here to read a recap of the event.
  • On Thursday, February 27, CFED President Andrea Levere participated in an in-depth discussion on asset poverty in Texas as part of a series hosted by KERA titled One Crisis Away. Click here to watch the One Crisis Away special.
  • On Wednesday, February 12, CFED President Andrea Levere was a featured speaker on an Aspen Institute webinar titled "What's in Your Piggy Bank?" The webinar explored new paths to economic security for children and their parents through Children's Savings Accounts and featured Reggie Bicha, Executive Director of the Colorado Department of Human Services and Anne Mosle, Vice President at the Aspen Institute.
  • On January 30, CFED released the 2014 Assets & Opportunity Scorecard — the leading source of state-level data on financial security and policy solutions. Click here to view the release webinar.
  • On January 7, CFED's Savings & Financial Security Team hosted a webinar to answer questions from potential applicants to the MetLife Savings Innovation Learning Cluster. Check out the PowerPoint slides here and FAQs about the opportunity here.
  • On Tuesday, December 17, the BETA Project Team hosted a webinar called "Findings from the BETA Project" from 3-4 pm EST. The webinar explored findings from the Behavioral Economics Technical Assistance Project, a year-long collaboration between CFED, ideas42 and the Citi Foundation.
  • On November 7, we hosted How the Federal Tax Code is Driving Inequity and What You Can Do About It. This webinar was co-hosted by the Asset Funders Network, CFED, PolicyLink and others.
  • Supporting Children's Futures: Turning Child Support into College Savings was co-hosted with the Assets & Opportunity Network on Tuesday, November 12 from 2-3:30pm EST. Click here for more information.

CFED Conferences

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