February 9 2010

AGENDA
Bank on Yakima County Committee
Tuesday, February 9, 2010, 7:30-8:30AM
Catholic Credit Union

Welcome/Introductions

Review/Approve January 12, 2010 Minutes

Committee Reports:
- Operations/Training (training for bank/credit union staff)
- Tracking (what do we track/measure that’s meaningful)
- Marketing (brochure to inform customers and social service agencies, marketing plan, etc.)
- Financial Literacy

Review latest updates on:
- Matrix (range of services by financial institution)
- Marketing brochure
- Statement stuffer
- Referral card

Discuss/Approve Timeline:
- Feb 11—Roll out to social service organizations at monthly YCABC Meeting
- March, finalize marketing plan and promotional materials
- April, sign off by financial institutions
- May, publish and distribute promotional materials; promote the program and encourage opening accounts
- May and beyond—track program and make corrections/enhancements

Procedures to allow homeless to use banking services

Update on YCABC website

Other Business/Announcements

Next Meeting: March 9, 2010 at 7:30AM at Catholic Credit Union

Adjourn