Financial Inclusion for Immigrant Consumers: NY

Financial Inclusion for Immigrant Consumers: NY Roundtable

The National Federation of Community Development Credit Unions invites you to attend Financial Inclusion for Immigrant Consumers in New York City, part of a national campaign to link unbanked and underbanked immigrants in the US with credit union products and services for immigration and legalization efforts.

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Thursday, February 12, 2015 | 9:00 am – 1:00 pm
Catholic Charities International Center, 80 Maiden Lane, 13th floor, New York, NY

Of the 10 million unbanked households in the US, nearly 20 percent are foreign-born, non-citizen households. With President Obama’s recently announced Executive Order that provides deportation relief for nearly half of the undocumented immigrants in the US today, credit unions face a historic opportunity to bring these unauthorized workers and their families into the financial mainstream.

Our agenda includes speakers from credit unions successfully serving immigrants to representatives of city immigration services and financial products and services designed specifically for immigrants and the undocumented.

9:00 am: Welcoming remarks – Monsignor Kevin Sullivan, Executive Director of Catholic Charities of the Archdiocese of New York
9:20 am: Keynote address – Ambassador Sandra Fuentes-Berain, Consul General of Mexico in New York, introduced by John Lewis, General Counsel, United Nations FCU
9:40 am: Introductions and Roundtable Objectives – Cathie Mahon, President and CEO, and Pablo DeFilippi, VP of Membership, Federation
10:00 am: Governmental Policies and Responses to Promote Inclusion for Immigrants
Moderator: Cathie Mahon
  • Shyconia Burden, US Citizenship and Immigration Services
  • Sonia Lin, New York City Mayor’s Office of Immigrant Affairs
  • Francisco Tovar, Consulate-General of Mexico in New York
11:00 am: Credit Union Experience from the Field
Moderator: Dey Del Rio, Co-Director, New Economy Project
  • Rebecca Pear, Brooklyn Cooperative FCU
  • Rob Suarez, Bethpage FCU
11:40 am: Leveraging Partnerships: How Credit Unions and Immigrant-Serving Nonprofits Can Structure Collaboration to Integrate Each Other’s Core Competencies
Moderator: Pablo DeFilippi
  • Steven Choi, New York Immigration Coalition
  • Sarah Ludwig, New Economy Project
  • Julie Zorb and Mario Russell, Catholic Charities
12:40 pm: Wrap up – Cathie Mahon
1:30 pm: Working Lunch and Next Steps – Federation Headquarters, 39 Broadway, Suite 2140, New York, NY


Directions to Federation HQ
Directions to Federation
Thank you to our sponsors!

Immigration Roundtable NYC Sponsors


Thank you to our partners!

Immigration NYC roundtable sponsors

Contact Jason Chang at with questions regarding this roundtable.

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