2015 Credit-Able AFP Strategic Planning Meeting

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Successful Strategies, Innovative Partnerships, Futures Planning

  • February 10 & 11, 2015

Meeting Goals

  1. Create a sustainable Credit-Able Program Model. Examine successful Alternative Financing Program Models that are affiliated with University Systems and 501c3 community-based organizations. Identify the structural components needed to build a sustainable AFP to best serve Georgians with disabilities.
  2. Create a sustainability plan for Credit-Able. Explore diversified funding structures of successful AFPs. Determine the best financial products and services for Credit-Able to provide. Identify financial institutions and other funding partnerships to develop transformational relationships that lead the Credit-Able Program to sustainability. These potential partnerships include Credit-Unions, Banks, CDFI, Brian & Spinal Cord Injury Trust Fund, Vocational Rehabilitation, and FEMA.
  3. Create Policies & Procedures for Credit-Able that support the new model and sustainability plan. Identify successful Policies & Procedures for AFP (governance/organizational structure, day-to-day operations, financial institution partnerships, marketing, risk-management strategies, user services, communication, etc.). Discuss and develop P&P for Georgia’s Credit-Able Program.

Agenda

Day One

  • 9:00 a.m. Sign-in, Networking, and Breakfast
  • 9:30 Welcome, Introductions, Overview, Expectations for the Meeting
  • Speakers:
    • Carolyn Phillips, Director, Tools for Life (TFL)
    • Mike Galifianakis, President, Board of Directors, Center for Financial Independence and Innovation (CFII)
  • 9:45 Overview of Credit-Able
    • Exploring a brief history of Georgia’s AFP, identifying where we were, where we are and laying the foundation for where we are growing/going. We will also share lessons learned along the way.
  • 10:15 The National Alternative Financing Program Scene

We will:

  1. Explore a brief history of AFPs.
  2. Identify the components of successful University System and 501c3 community-based organization AFP Models.
  3. Explore diversified funding structures of AFPs.
  4. Identify the financial products and services for AFPs.
  5. Understand the importance of choosing the right structure, policies & procedures for the Credit-Able Program
  • Speaker: Joey Wallace, Director, Catalyst Program | RESNA
  • 11:05 - Q&A
  • 11:15 Break
  • 11:20 Exploring Oklahoma’s AFP Program

We will hear directly from Oklahoma about their:

  1. AFP Program model,
  2. funding structure,
  3. Sustainability plan,
  4. financial products & services and
  5. policies and procedures.
  6. We will also hear about their successes & lessons learned along the way.
  • Speakers:
    • Linda Jaco, Director, Sponsored Programs, Dept of Wellness – Oklahoma State University
    • Shelley Gladden, Loan Coordinator, Oklahoma ABLE Tech - Oklahoma State University
  • 12:30 Networking Lunch
  • 1:45 Exploring Washington’s AFP Program
  • We will hear directly from Washington about their:
  1. AFP Program model,
  2. funding structure,
  3. Sustainability plan,
  4. Financial products & services and
  5. Policies and procedures.
  6. We will also hear about their successes & lessons learned along the way.

*Speaker: **Jack Brummel, Executive Director, Washington Access Fund

  • 2:45 Break
  • 3:00 Work Groups: Create a sustainable Credit-Able Program Model
    • We will divide into groups and in-depth discussion to develop the new Credit-Able Model. Each group will have a note-taker & reporter who will report out to the whole group. Our invited guest will provide technical assistance to the groups.
    • Topics to discuss: program structure (Who? What? Where? How?)
      • Facilitator: Carolyn Phillips
  • 3:45 Report out on Work Groups: Create a sustainable Credit-Able Program Model
      • Facilitator: Carolyn Phillips
  • 4:20 Wrap-Up Day One - Questions and Comments;
      • Facilitator: Carolyn Phillips
  • 4:30 Adjourn


Day Two

  • 8:00 a.m. Sign-in, Networking, and Breakfast
  • 8:30 Recap Day One and Moving forward with the Strategic Planning Meeting
    • Speakers: Carolyn Phillips & Mike Galifianakis
  • 8:45 Sustainability Planning Advice from our Guest Experts
    • We will hear from our Guest Experts regarding sustainability planning. They will also share creative partnerships, fundraising and marketing strategies.
  • 9:30 Work Groups: Create a Sustainability Plan for Credit-Able

**We will divide into groups and in-depth discussion to develop the Sustainability Plan for Credit-Able. Each group will have a note-taker & reporter who will report out to the whole group. Our invited guest will provide technical assistance to the groups. ***Topics to discuss: partnerships, fundraising and marketing ideas & strategies ***Facilitator: Carolyn Phillips

  • 10:15 Report out on Work Groups: Create a Sustainability Plan for Credit-Able

**Facilitator: Carolyn Phillips

  • 10:40 Break
  • 10:45 Policies & Procedure development Advice from our Guest Experts

**We will hear from our Guest Experts regarding the importance of solid policies and procedures development to support our Model & Sustainability Plan for Credit-Able. **Facilitator: Carolyn Phillips

  • 11:30 Guided Discussion: Create Policies & Procedures for Credit-Able that support the new model and sustainability plan.

*We will discuss policies & procedures. Our Guest Experts will provide technical assistance. **Topics to discuss: AFP products and services, user services **Facilitator: Carolyn Phillips

  • 12:00 Networking Lunch – Program Brag & Share
  • 12:45 Planning for the Future: Identifying Next Steps and Recommendations

**We will discuss directions for the future, challenges and opportunities. We will further develop a Strategic Partner Plan, including identifying who else we need at the table.

      • Facilitators: Carolyn Phillips & Mike Galifianakis
  • 1:15 Wrap-Up Strategic Planning Meeting; Questions and Comments; Evaluation of the Workshop
      • Facilitator: Carolyn Phillips & Mike Galifianakis
  • 1:30 Adjourn Credit-Able Strategic Planning Meeting
    • (1:45 – 4:30 - TFL Advisory Council Meeting)

Credit-Able Documents & Resources

National AFP and Catalyst Documents & Resources

Oklahoma Documents & Resources

Washington Documents & Resources

Small Group Documents

Sustainability Resources

Webinar Access

To join the meeting:

Day 1 - https://amacusg.adobeconnect.com/tflca1/

Day 2 - https://amacusg.adobeconnect.com/tflca2/

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