The 2009 Assets & Opportunity Institute, held September 23-24, 2009 brought together key advocates, policymakers, financial services providers, and researchers from the public and private sectors for a two-day forum on advancing policy change at the state level. The Institute worked to build a diverse constituency for action and prepared participants with concrete strategies for advancing policies included in the 2009-2010 Assets & Opportunity Scorecard - CFED’s signature research on wealth, poverty, and the financial security of American families.

Focus of the Institute: Policies for Economic Opportunity
The 2009 Assets & Opportunity Institute will feature policy priorities essential for renewing and expanding economic opportunity for low- and moderate-income families, including:

  • Lifting Asset Limits in Public Benefit Programs
  • Housing Trust Fund
  • State Earned Income Tax Credit
  • State IDA Program Support
  • Access to Health Insurance
  • Early Childhood Education
  • Payday Lending Protections
  • Access to Quality K-12 Education
  • College Savings Incentives
  • First-time Homebuyer Assistance
  • State Microenterprise Support
  • Predatory Mortgage Lending Protections

Strategies and Resources for Policy Change
Participants will left the 2009 Institute fully prepared with data, strategies and resources for their 2010 state legislative sessions. For each of the 12 policy priorities, participants received a comprehensive Resource Guide, which served as curriculum for each session and which can be used as a comprehensive how-to manual after the event. The Guides include information on policy design and adoption across the country, as well as communication and advocacy strategies.

Optional Hill Visits: Advocate for Asset Policies on Capitol Hill
On September 22, participants have the opportunity to educate members of Congress and their staff about the importance of asset-building policies and how asset-building programs in their states and communities are transforming people’s lives. Legislators are more effective at drafting, promoting and supporting legislation after hearing from their constituents about local asset-building efforts. We hope you will join your colleagues in seizing this opportunity to build relationships with your elected officials and educate them about critical asset-building policies and opportunities.