This Summit, held on September 19, 2018, brought together leaders in government, the financial services sector, the disability and asset building communities and Fortune 100 companies to discuss strategies for improving financial access for individuals across the spectrum of disabilities. During breakout sessions, groups worked together to design the next generation of collective efforts that seek to fulfill the promise of the Americans with Disabilities Act (ADA) to bring people with disabilities more fully into the economic mainstream. Below, you will find the resources given out at the summit.
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- Event Program (pdf)
- Event Press Release (pdf)
- Event Presentation Slides (accessible, pdf)
- Proclamation from the Office of the Mayor, City of San Diego (pdf)
- Information about ABLE accounts: California State ABLE Program | ABLE National Resource Center
The summit culminated in a list of priority recommendations for further action, which addressed these questions:
- What can financial institutions and community-based organizations do to increase engagement of working-age adults with disabilities with mainstream financial products and services?
- What can financial institutions do to keep customers with disabilities in the banking system and invest in long-term customer relationships? As a person with a disability, what do I want from a banking relationship?
- What can disability organizations do to improve financial capability for people with disabilities? Who could they collaborate with to increase availability of financial education and coaching?
- How can we expand outreach to the disability community to educate eligible individuals with disabilities about the benefits of opening an ABLE account?
