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For the third year, CAAP and other community partners will be holding a conference focusing on financial literacy and asset building programs such as the federal Earned Income Tax Credit (EITC) program. The conference will take place at the Harrisburg Hilton & Towers in downtown Harrisburg on October 14 and 15, 2008.
Registration Information:
Asset Development Conference fee:
CAAP Members
$100.00 Asset Development conference only
$85.00 if also registered for CAAP Annual Conference - Focus on the Future (requires seperate registration and fee)
Download Asset Development Conference
registration form now.
Hotel Information:
A Clear Path to Family Economic Success will be held at the Harrisburg Hilton & Towers in downtown Harrisburg.
Harrisburg Hilton & Towers
One North Second Street
Harrisburg, PA 17101-1601
717-233-6000
Reduced Room Rate: $134 plus tax per night
A discounted room rate can be obtained by contacting the hotel at 717-233-6000 or by registering online at
www.harrisburg.hilton.com. You MUST mention, or enter online, the group/convention code CMA to receive the discounted
room rate. Reduced room rate valid until September 29, 2008.
Hotel Registration Deadline: September 29
A Clear Path to Family Economic Success Agenda
Tuesday, October 14, 2008
9:00 a.m. Registration
9:45 a.m. Coffee Break
10:00 a.m. Opening & Welcome
10:30 a.m. EITC /Role of VISTAs Mary Strasser
10:30 a.m. EITC Veterans Holly Chase, PA Office of Financial Education
11:00 a.m. VISTA Networking
11:30 a.m. Building A VITA Site Regis Bodnar, IRS Western Region
12:30 p.m. Lunch
1:30 p.m. Right on the Money Holly Chase, PA Office of Financial Education
2:30 p.m. Advocacy/EITC-Predatory Lending Kristie Weiland
Update on Pending PA Legislation
3:00 p.m. Concurrent Sessions
MORE EITC Asset Building Basics
First time VISTAs & VISTA Super
4:00 p.m. VITA & the United Way
4:30 p.m. Day 1 ends
Wednesday, October 15
7:30 a.m. Breakfast
8:30 a.m. Focus on the Future of Family Economic Success Debbie Weinstein
9:30 a.m. Asset Building Tools from Financial Institutions Christopher Rockey
10:00 a.m. VISA Debit Card Program at your CAA Lorelei Leimbach
10:30 a.m. Morning break
10:45 a.m. VISA debit card at your agency Megan Kiesel, Campaign for Working Families
11:15 a.m. Asset Development Tools at the VITA site Jean Hunt, The Campaign for Working Families
Diane Reese-Walters,
Asset Development Director
12:00 p.m. lunch
1:00 p.m. VITA Site Best Practices Panel Kadeesha Jones, Diane Reese-Walters, Lin Kugel, Megan Kiesel
1:30 p.m. Challenges to starting a VITA site Carol Goertzel, Executive Director Cheryl Bates, Erie Free Taxes
2:00 p.m. “Mobile Sites” as an Effective Tool Khadijah Jones
Working collaboratively with Partners Kathy Focaretta
Asset Building through Faith Based
Employer Situations/Public Benefits & Advocacy
2:00 p.m. Asset Development & Partnership Opportunities Joe Wambach, PA Credit Union Foundation
2:30 p.m IRS HOT Topics Joe Solari/Regis Bodnar Economic Stimulus Package
Tax Wise Training
Foreclosures on Tax Returns
Congressional Action-Alternative Minimum Tax
3:00 p.m. Closing Remarks
John Wilson, CAAP Executive Director
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