Friday, February 23, 2018

8:30 am - 9:30 am

9:30 am - 10:45 am

10:45 am - 11:00 am

11:00 am - 12:15 pm

12:15 pm - 1:45 pm

1:45 pm - 3:00 pm

3:00 pm - 3:15 pm

3:15 pm - 4:30 pm

4:30 pm - 5:30 pm

Registration & Breakfast

Morning Keynote, Zhang Auditorium

Coffee Break, 2nd Floor Concourse

Session One Panels

Lunch & Networking, "Food for Thought" Discussions, Quiet Lunch

Session Two Panels

Coffee Break, 2nd Floor Concourse

Afternoon Keynote, Zhang Auditorium

Reception, 1st Floor




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Andrea Levere



Prosperity Now

Andrea Levere has led Prosperity Now (formerly CFED) as its president since 2004. Prosperity Now is a private nonprofit organization with the mission of ensuring that everyone has the opportunity to gain financial stability, build wealth, and achieve prosperity.

Prosperity Now designs and operates major national initiatives that aim to integrate financial capability services into systems serving low-income people, build assets and savings, and advance research and policies that expands economic mobility for all. Prosperity Now operates the Prosperity Now Community, compromised of nearly 24,000 members who advocate for asset-development and asset-protection policies at the municipal and state levels. Prosperity Now also operates the Taxpayer Opportunity Network, which represents over 1,000 providers of community tax preparation services.

In 2013, President Obama appointed Ms. Levere to the National Cooperative Bank's (NCB) Board of Directors to represent the interests of low-income consumers. Currently, Ms. Levere serves as Vice-chair of the Community Advisory Council of the Federal Reserve System. The Council provides advice and recommendations to the Board on a wide range of issues, including those that affect low-income and communities of color. She also serves as the Chair of ROC USA (Resident Owned Communities USA), a national social venture that converts manufactured home parks into resident owned cooperatives. She is a member of the FDIC's Committee on Economic Inclusion, and Morgan Stanley's Community Development Advisory Board. Ms. Levere served as chair of the board of the Ms. Foundation for Women from 2002 - 2005, after being on its board since 1998.

Ms. Levere holds a bachelor's degree from Brown University and an MBA from Yale University.


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Aaron dorfman
President and ceo,


National COMMITTEE for RESPONSIVe Philanthropy

Aaron Dorfman is president and CEO of the National Committee for Responsive Philanthropy (NCRP), a research and advocacy organization that works to ensure America’s grantmakers and wealthy donors are responsive to the needs of those with the least wealth, opportunity, and power.

Dorfman, a thoughtful critic, frequently speaks and writes about the importance of diversity, equity and inclusion in philanthropy, the benefits of funding advocacy and community organizing, and the need for greater accountability and transparency in the philanthropic sector.

Before joining NCRP in 2007, Dorfman served for 15 years as a community organizer with two national organizing networks, spearheading grassroots campaigns on a variety of issues. He holds a bachelor’s degree in political science from Carleton College, a master’s degree in philanthropic studies from the Lilly Family School of Philanthropy at Indiana University, and serves on the board of The Center for Popular Democracy.