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strategies, and to provide advice for continuing financial education for nonprofit professionals
in Washington state.

This catalog is a compilation of workshops offered over the six years and new courses
introduced by the Task Force members to address the growing need to assist organizations in
integrating financial empowerment into their service delivery. View the catalog here.

Free Tax Prep Program
When tax time comes around, thousands of hard‐working people face age, income, language,
or disability barriers. Many are eligible for tax credits and refunds that could put them on a path
to financial stability, but few can afford professional tax services to figure it all out. The Free
Tax Prep Program is a direct solution to this problem. Read more about United Way of King
County’s work here.

What We’re Reading About FinTech

Recommendations from our presenters

• John Maxfield, Day One presenter: The Cambrian Explosion: The dawning of a new era

in banking
• Learn more about a research partnership between Commonwealth and Plaid (day 2

panelists): Closing the Fintech Inclusion Gap: How Fintech Can Build Solutions to

Improve Financial Security
• Another article by Commonwealth: Emerging Technology for All: Conversational AI's

Pivotal Role in Improving Financial Security and Opportunity

• Read more about the work of Sean Creehan and the San Francisco Fed (day 2
panelist): Regulation to Build a More Inclusive Financial System and Drive Financial

Health in the latest issue of Community Development Innovation Review on fintech and
racial equity

• 2021 podcast series, Financial Inclusion & Beyond includes 11 episodes on what we
can learn from innovative uses of public policy and technology to drive financial

inclusion and health around the world. On episode includes a live event with four

guests: https://www.frbsf.org/banking/asia-program/pacific-exchanges-podcast/live-
virtual-event-creating-an-on-ramp-for-financial-inclusion/. Alternatively the team did a

wrap-up episode where they reviewed findings from the series here.

• A few pieces from Sean Creehan’s colleague Kaitlin Asrow:
o https://news.trust.org/item/20210331111724-x2rqa/