Consumer Financial Protection Bureau (CFPB): Tax Time Savings Initiative – Join Us for the March Peer-Learning Events for Cohort Members

February 21, 2022


Please join us for three March peer-learning events! The events are open to members of the Tax Time Savings Initiative cohort and the seven-community Savings Initiative cohort.

You can register for any of these events using this online registration form. After registering, you will receive a calendar invitation to the events you selected.

These events will take place in MS Teams. The March events are:

  • Matched Savings Programs Learning Circle, Wednesday, March 9, 2022, 1:00 – 2:00 Eastern. Matched savings can be an effective way to work with clients towards longer-term savings goals while offering the necessary support to put them in a path to success. It is an effective model for helping clients save for education or career training, starting a small business, buying a home, and other goals by focusing on small and attainable steps over time. Using VITA services and saving a portion of the tax refund combined with matched savings offers a unique opportunity for clients not only to save on tax preparation fees but build up their savings more quickly. Join our peer-learning discussion on how some organizations have built their matched savings programs, formed strong partnerships, and achieved positive client outcomes. The event will start with a panel discussion by three program leaders on their matched savings programs, followed by an open discussion among participants. This event will take place on MS Teams.
  • Custom Compilations Workshop, Wednesday, March 16, 2022, 1:00 – 2:00 Eastern. In various settings, social services programs have developed custom compilations of Your Money, Your Goals tools. These compilations typically include 6-10 tools selected from across the suite of Your Money, Your Goals publications. Join this workshop to learn more about this strategy and participate in a planning discussion on how to put this strategy to work in your community.
  • Building Partnerships with Financial Institutions and Helping Consumers Who Are Un/Underbanked – Learning Circle, Wednesday, March 23, 2022, 2:00 to 3:00 Eastern. Community-based programs that aim to increase financial well-being often seek partnerships with local banks and credit unions. During this learning circle, share experiences and ideas on partnering with financial institutions in ways that benefit consumers. What are the value propositions for banks that will keep them engaged? What are ways you get banks and their employees engaged beyond offering accounts? What are potential pitfalls and how do you avoid them? Tax Times Savings Initiative participants from BankOn Boston and Southern Bancorp Community Partners will open the learning circle by sharing experiences from their programs