Expanding Financial Inclusion:

Creating Products with Dignity, Quality, and Affordability

Access to credit is a critical need for the underbanked, and gets much of the attention from entrepreneurs and investors working in financial inclusion. However, low-income populations need access to a range of services from savings, to loans, to insurance in addition to credit – just like those more well-off. These services must be culturally appropriate, convenient and effectively reach those that have been historically excluded and discriminated against. We’ll talk with financial inclusion experts who are placing quality, affordability, and dignity at the center of the financial inclusion conversation, while also recognizing that solutions that scale require sustainability for the providers as well.

 

Meet the speakers:

Daniela Salas is the Co-Founder & COO of Mission Asset Fund (MAF), responsible for the startup and implementation of Lending Circles. She also oversees the operations, programs, and serves as MAF’s  technology officer. Daniela previously worked for Operation Hope, a worldwide nonprofit social investment banking and financial literacy empowerment organization. She serves on the Salesforce Foundation Consumer Advisory Board and Cloud Lending Consumer Advisory Board.

 

Sheryl Lane manages EARN’s public policy and advocacy work to promote the growth and sustainability of goal-based savings programs and the removal of barriers that prevent low-wage workers from saving. She is also responsible for helping EARN build a nationwide network of partners to increase access to its savings programs. Sheryl holds a Master’s of Science in Urban Policy and Management from the Milano Graduate School of Management and Urban Policy at the New School in New York City. She holds two B.A.s, one in Sociology and another in Psychology & Social Behavior, both from UC Irvine.

 


Raul Vazquez is CEO of Oportun, a company that uses advanced data analytics and technology to provide affordable, credit-building loans to Hispanics and others with little or no credit history. Between its founding in 2005 and December 31, 2015, Oportun helped more than 689,000 customers by disbursing more than $2.2 billion through more than 1.3 million small dollar loans  in California, Illinois, Nevada, Texas, and Utah. Prior to joining Oportun, Raul spent nine years at Walmart in various leadership roles, worked in e-commerce start-ups, and was also a consultant and industrial engineer.  In September 2015, Raul was named to the Federal Reserve Board’s Community Advisory Council.

 

Sean Kline directs the San Francisco Office of Financial Empowerment (OFE), working closely with the OFE team, Treasurer Cisneros and a broad group of thought partners, to design new, and expand existing, financial empowerment programs for poor and low-income people; and leverage this direct work to demonstrate what’s possible for cities across the country. Sean brings nearly 20 years’ nonprofit and private sector experience in microfinance, financial education and asset building to support poor and low-income people. Most recently, Sean served as Vice President for Thrive Networks, and Founder and Executive Director of Reach Global, which designed and trained financial service providers across Africa and South Asia to deliver financial education to women and youth. Sean holds a master’s degree from the London School of Economics and Political Science.


Event Flow:

6:30pm: Doors Open

7:00pm: Panel begins

8:00pm: Q&A

8:30pm: Cocktails & Networking


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As an ongoing event series, SOCAP 365 features world-class speakers and opportunities to connect at the intersection of money and meaning. Through thought leadership panel discussions, inclusive dialogues, and community-building events in multiple locations, SOCAP 365 serves the rapidly growing global network of impact investors, social entrepreneurs, conscious corporations, philanthropists, government agencies, and innovators in every sector. Whether you’re a long-time SOCAP attendee or relatively new and curious about the field, SOCAP 365 is a chance to plug-in locally with like minded peers committed to accelerating the flow of capital toward global good. www.socap365.com

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Impact Hub San Francisco is a coworking & events space for a membership community of entrepreneurs, activists, creatives, and professionals taking action to drive positive social and environmental change.

 

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Latinos in Finance formed in 2008 in San Francisco as an effort to unite Latinos working in the financial services industry. Today, the organization is composed of over 600 Latinos, Latinas and other supporters in major cities across the US. Our goal is to strengthen the Latino community in the financial services industry through education, career development, community outreach, and networking opportunities.

 


Cancellation and Refund Policy:

Please let us know if you cannot attend the event.  We will refund in full if we have 24 hour notice.

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Event Organizers

SOCAP 365

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Date & Time

May 16th | 6:30 PM to 8:30 PM

Entry Fee

Cost for Members: $10 -- see newsletter for code or ask host

Cost for Non Members: $15

Updated on 05 May 2016