Event Agenda

3:00 PM – 5:00 PM
Reception 5:00 PM - 6:00 PM

► Arrive by 2:45 PM, content begins promptly at 3:00 PM

► Welcome & Introductions

A brief kickoff to introduce the session, meet fellow attendees, and provide a brief overview of the programs the day will focus on.

► Framing the Discussion

An opening conversation to highlight why financial inclusion matters in regards to community needs, equity gaps, and the opportunity to drive meaningful impact. 

► Deep Dive Discussions

         ► Overview of Financial Empowerment Office & Initiatives
                Background on NYC and efforts into financial inclusion
                Increasing access to safe financial services
                Bank On coalition 

         ►  Inclusiv Mortgage & Small Business Forward Programs
                Background on Inclusiv programs 
                Supporting equitable homeownership
                Addressing lending barriers
                Current partnerships with NYC

         ► Preparing for Tax Season
                Changes for 2026
                Serving entrepreneurs 
                Partnering with nonprofit free tax prep coalition

         ► Matched Savings
                Encouraging savings habits and asset building
                Incentives and approaches that encourage participation.

         ►  Financial Literacy for Youth
                Strategies to engage schools, families, and students
                Incentives and approaches that encourage ongoing participation.

► Inclusiv Chapters Discussion

Small-group conversations to explore outreach strategies, engagement, peer learning, and opportunities for collaboration.

► Wine & Cheese Networking Reception

Close the evening with light refreshments while connecting with fellow attendees and Inclusiv staff.