Name
Breakout Session 7: Beyond ITIN Lending - Holistic Approaches to Financial Inclusion
Date & Time
Wednesday, May 3, 2023, 2:45 PM - 4:00 PM
Scott Butterfield Suzy Fonseca Rosa Franco Luis Pastor Jeff Ivey
Description

Individual Taxpayer Identification Number (ITIN) lending is a proven tool for financial inclusion, opening the doors of affordable financial services for everyone, regardless of who they are and where they come from. The ability to offer loans to everyone is a fundamental part of any financial inclusion initiative. Nevertheless, ITIN lending is only a cog in a comprehensive framework that should include the diversity of bilingual and bicultural staff, institutional buy-in, alternate forms of ID, income verification and fair pricing.

As more credit unions launch ITIN lending programs, Inclusiv believes that a holistic approach to financial inclusion is vital, not only for the members that need our services, but also for these initiatives to be successful and generate growth for the credit union. Join our experienced speakers for a discussion about ITIN in the context of a vibrant financial inclusion and Hispanic outreach initiative.