Native Financial Inclusion Policy Toolkit: Advocating for Stronger - - PowerPoint PPT Presentation

Introducing NCN’s Native Financial Inclusion Policy Toolkit:

Advocating for Stronger Policies in 2018

January 11, 2018

Welcome

Carmen Shorter

Senior Manager for Learning Field Engagement Prosperity Now

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Housekeeping

Prosperity Now’s mission is to ensure everyone in our country has a clear path to financial stability, wealth and prosperity.

Today’s Speakers

Kim Pate | Network Coordinator Native CDFI Network Kim Wilson | Policy Associate The Feighan Team

Native CDFI Network is a valued Prosperity Now Community Champion!

NCN is one of over 70 Community Champions who partner with Prosperity Now to enact change as leaders in their state, tribal or local community!

Interested in joining NCN and Prosperity Now as financial inclusion advocacy leaders for your community? Applications re-open late 2018. Learn more about our Prosperity Now Community Champions at https://prosperitynow.org/community- champions

• Welcome
• Introducing NCN’s Native Financial Inclusion

Policy Toolkit

• Federal Policy Priorities for Native Financial

Capability

• Audience Q&A
• Next Steps

Today’s Agenda

Introducing NCN’s Native Financial Capability Policy Toolkit

Kim Pate

Network Coordinator Native CDFI Network

Goals for the Webinar

• Understand why and how the Native Financial Inclusion Toolkit was

created.

• Learn how advocates can engage in state and tribal policy

development using the Toolkit as a resource.

• Hear an example of state and tribal policy advocacy: Making Waves

Campaign.

• Learn about the federal policy landscape for the coming year.
• Understand what this landscape means for Native CDFIs.
• See how Native CDFIs can engage in advocacy and stay current with

fast moving policy changes.

9

Background on the Toolkit

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NWAF Financial Inclusion Initiative in Montana

• Our experiences in Montana via the Northwest Area

Foundation informed the development of the Toolkit.

• Support the creation and implementation of a Native American

Collateral Support Program:

• Supportive state policy champions (Governor and Department of

Commerce) make a difference in ensuring passage of legislation.

• In bringing in the Native voice and expertise.
• In raising public awareness of the need for Native collateral

support.

• This same supportive infrastructure becomes critical to making sure

the program as legislated is successfully implemented and marketed.

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NWAF Financial Inclusion Initiative in Montana, cont.

• Promote the passage of State Children’s Saving Accounts (CSA)

legislation:

• New policy strategies won’t get traction in a state deficit policy

climate.

• If state policy is a dead end, take a different approach like the work in

partnership with Reach Higher Montana to create a privately-funded statewide CSA.

• Consider the creation of a Native American platform within an

existing coalition like the Native American Committee of the Montana Financial Education Coalition.

• To get tribal resolutions passed we must first build trust with tribal

policymakers and this takes time/connections that we didn’t have.

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NWAF Financial Inclusion Initiative in Montana, cont.

• Assist Native nonprofits in implementing Native CSA

programs and other financial inclusion strategies:

• Native CDFIs may have great financial inclusion programs but

lack connections to resources that expand their reach, the FI Initiative made those connections.

• NACDC partnership with Reach Higher Montana  16

Native students saved for college and built valuable financial literacy skills.

• Engagement of NADC, NACDC and People’s Partner for

Community Development as leaders in the Native American Committee of the Montana Financial Education Coalition.

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What’s In the Toolkit and How Can it be Used?

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Toolkit Description

• Designed for Native CDFIs and their advocacy partners and

supporters.

• Distills the learning around our core activities:
• Support the creation of a Native American Collateral Support Program.
• Promote the passage of State Children’s Saving Accounts (CSA)

legislation.

• Assist Native nonprofits in implementing Native CSA programs and
• ther financial inclusion strategies.
• Divided in the following components:
• Project Results Infographic
• Policy & Advocacy Background Information
• Native Financial Inclusion Policy Keys to Success
• Lessons Learned
• With resources throughout

15

How the Toolkit Can be Used

• Raise awareness of Native financial inclusion by sharing it

via online and social media strategies.

• Build state and tribal awareness of the needs for policy

change by providing training on the Toolkit:

• Webinars
• Presentations to tribal councils and other tribal leaders
• Meetings with state decision makers
• Use it to inform and guide state and tribal advocacy

efforts.

16

Making Waves Campaign

1/12/2018 Native Financial Inclusion Initiative 17

Making Waves Campaign

• Four Bands Community Fund (FBCF), Native CDFI on Cheyenne

River Sioux reservation in SD that helps people build strong and sustainable small businesses and increase their financial capability.

• Making Waves Campaign: healthy financial management

campaign that involved tribal government, community

• rganizations, individuals and families.
• Tribal resolution was passed encouraging tribal departments

and enterprises, community organizations, schools, and local businesses to work together to remove barriers that are inhibiting financial capability and entrepreneurship.

• For more information: http://fourbands.org/programs/for-

youth/youth-education/

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Group Discussion

What questions or comments would you like to share?

Let us know in the Questions box!

Federal Policy Priorities for Native Financial Capability in 2018

Kim Wilson

Policy Associate The Feighan Team

Advocacy vs. Lobbying

All lobbying is advocacy, but not all advocacy is lobbying

• Advocacy: any attempt to

educate and influence policymakers or legislators in favor of a cause, idea, or public policy

• Lobbying: a specific form of

advocacy with the purpose of influencing a piece of legislation

21

NCN’s Federal Advocacy Goals

Educate Policymakers

• n Native

CDFIs

1

Establish Native CDFIs as a Resource

2

Cultivate Native CDFI Champions in Congress

3

1/12/2018

Native Financial Inclusion Initiative

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NCN’s Federal Lobbying Priorities for 2017

• CDFI Fund Appropriations for FY 2018
• Topline CDFI Fund $
• NACA Set Aside $
• Match Waiver for NACA Applicants
• Other NCN Issues for 2017
• New Markets Tax Credits Preserved
• Access to Capital in Native Communities

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CDFI Fund Appropriations FY 2014 – FY 2018

$ in Millions

CDFI Fund Approps FY 2018 Overview

September 8, 2017 FY ‘18 CR #1 Passed (Expired Dec. 8) December 8, 2017 FY ‘18 CR #2 Passed (Expired Dec. 22) December 22, 2017 FY ‘18 CR #3 Passed (Expires January 19)

Negotiations in Progress

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Anticipated Timeline for FY 2019

Budget & Appropriations

February

President’s Budget Blueprint Released

Feb.–Mar.

Advocates Submit House Approps Requests

Mar.–Apr.

Advocates Submit Senate Approps Requests

April

House & Senate Complete Budget Resolution

May–June

Congress Considers and Approves Approps Bills

Native Financial Inclusion Initiative

NCN Makes Advocacy Easy!

1/12/2018

Native Financial Inclusion Initiative

• President Trump proposed

elimination of the Fund in FY 2018

• FY 2019 ?
• Targeted advocacy works
• Watch for NCN policy updates and

action alerts

1/12/2018

Your Voice Matters

Audience Q & A

What questions do you have? Share them in the Questions box!

Today’s Speakers

Kim Pate | Network Coordinator Native CDFI Network

Contact: kim.pate@nativecdfi.net @nativecdfis

Kim Wilson | Policy Associate The Feighan Team

Contact: kim@feighan.org @alisonfeighan

Staying in Touch

• Visit our website: www.nativecdfi.net
• Explore the NCN Policy Advocacy Portal:

http://nativecdfi.net/policy/policy-agenda/

• Download the Toolkit: http://nativecdfi.net/wp-

content/uploads/2012/10/Native-Financial-Inclusion- Toolkit_2017.pdf

• Like us on Facebook:

https://www.facebook.com/nativecdfinetwork/

• Follow us on Twitter: @nativecdfis

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Stay in Touch!

Kim Pate | Network Coordinator Native CDFI Network

Contact: kim.pate@nativecdfi.net @nativecdfis

Kim Wilson | Policy Associate The Feighan Team

Contact: kim@feighan.org @alisonfeighan

Next Steps

• Please complete the survey!
• Join the Native CDFI Network—reach out to Kim Pate
• Once an NCN member, contact Kim Wilson to join the Policy

Committee

• Join us on Tuesday, February 6th for our 2018 Prosperity Now

Scorecard launch webinar!

• Stay tuned for our upcoming regional listening calls

Want to dig deeper?

 Racial Wealth Equity Network  Adult Matched Savings Network  Financial Coaching Network  Taxpayer Opportunity Network  Campaign for Every Kids Future — Children’s Savings Accounts  Affordable Housing Network  Innovations in Manufactured Housing (I’M HOME) Network

Visit any of the networks above at prosperitynow.org/getinvolved to get started.

Sign up for listservs and working groups, volunteer to facilitate peer discussions, serve in a leadership role and more!

Take action with Prosperity Now Campaigns!

Homeownership is key to building

• wealth. Together, we

will advocate for products and policies that provide more affordable homes to more people. HOMEOWNERSHIP Consumer protections create fairer, more transparent financial

• markets. Together,

we will ensure consumers keep the safeguards they deserve. CONSUMER PROTECTIONS Safety net programs help protect vulnerable individuals and families from falling deep into

• poverty. Together, we

will protect programs like SNAP, IDAs and more to help those in need when they need it most. SAFETY NET The vast majority of tax incentives go to those at the top, not to those who need it

• most. Together, we

will turn our upside- down tax code right- side up. TURN IT RIGHT-SIDE UP

Visit any of the Campaigns above at https://prosperitynow.org/take-action to learn more and join.

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