Age-Friendly Banking Roundtable
Friday, January 15, 2016
Sponsored by The Federal Reserve Bank of Richmond, FDIC, Maryland Bankers Association Maryland Consumer Rights Coalition, NCRC, Office of the Comptroller of the Currency
To see the notes, presentations, and resources, please click on the hyperlinks in the agenda.
10:00 a.m. Welcome and Opening Remarks
David Beck, Federal Reserve
10:20 a.m. Overview of Age-Friendly Banking
Publication: A New Dawn: Age-Friendly Banking
10:45 a.m. Age-Friendly Banking in the U.S.
moderator: Bob Zdenek
Caitlin Kovalkoski, American Bankers Association Foundation
Naomi Karp, Consumer Financial Protection Bureau
Publication: Money Smarts for Older Adults
Publication: Managing Someone Else's Money
11:45 a.m. Research Presentations
moderator: Peter Dolkart
David Rogofsky, Social Security Administration
Hector Ortiz, Consumer Financial Protection Bureau
12:30 p.m. ****** Lunch Break******
1:00 p.m.
Examples of Age-Friendly Banking in Practice
moderator: Karen Kali, NCRC
FDIC Model Safe Accounts Template — Cynthia DuRant, FDIC
EverSafe-Howard Tischler
Sandy Spring Trust-Barbara C. Mulitz
Fact Sheet: Promising Practices in Age-Friendly Banking
2:00 p.m.
State of Age-Friendly Banking in Maryland
moderator: Claudia Wilson-Randall, Southeast CDC
Age-Friendly Banking --Marceline White & Robyn Dorsey, MCRC
Publication: SOAR: A Community Impact Report on Baltimore Area Banks' Senior Services
Project Safe – Jeff Myers, Maryland Attorney General’s Office
Publication: Project SAFE: Model Reference Manual for Financial Institution Employees
Current AFB Work-Kathleen Murphy, Maryland Bankers Association
2:45 p.m. How to be an Age-Friendly Banking “Champion” Discussion-
Marceline White- facilitator
3:45 p.m. Closing Remarks and Next Steps
Brief closing comments from the conveners-Federal Reserve Bank of Richmond, Maryland Banker’s Association, FDIC, MCRC, NCRC, OCC
4:00 p.m. Adjourn