Name
Plenary Session: Building Cross-Sectoral Collaboration for Financial Inclusion & Wealth Building
Date & Time
Tuesday, May 12, 2026, 3:45 PM - 5:00 PM
Location Name
Grand Ballroom - Lower Level
Description

In this Fireside Chat with Annie Fallows, EVP, Head of Navigator Platform at Capital One and panel discussion with Lisa Mensah (Oregon Community Foundation), David Stiffler (Edward Jones) and Gina Metrakas (Capital One), we will explore how banks, investors and philanthropy work across sectors to advance financial inclusion, security and opportunities to build wealth with low-income and underserved populations in the current environment.  Despite different approaches, credit unions, banks and financial service providers work together regularly to support low-income families to become financially secure and able to build wealth and savings.  Each of the panelists has a demonstrated track record of working with community development credit unions to build future investors.  Learn how these partners came to work with credit unions and how those partnerships have advanced their own social impact and business.