The Financial Capability Summit featured recognized thought leaders who are excited to share their insight with you on the latest research, strategies, and approaches to stop the cycle of poverty.

Alicia Atkinson | Program Development Manager | The Prosperity Agenda

Alicia Atkinson is a Program Development Manager at The Prosperity Agenda and financial capability enthusiast. She currently manages the development of new and ongoing projects for TPA's Innovation Lab, by guiding partners through an human centered design process TPA is able to draw out people's real experiences and needs to inspire new ideas and solutions. She has previously worked as a Policy Analyst for the Corporation for Enterprise Development (CFED) where she promoted effective policies that expand economic opportunity for all, particularly in regard to savings, credit building, financial coaching, and integrated service delivery. Alicia holds a Bachelor of Arts in Psychology and Legal Studies from the University of Massachusetts Amherst and a Master in Public Policy from the Heller School for Social Policy and Management at Brandeis University.

Huan Do | Assistant Center Manager | Seattle Goodwill Job Training and Education Center

Huan is the Assistant Center Manager at Seattle Goodwill Job Training & Education Center (JTEC). He has been with Seattle JTEC since October 2014 teaching ESOL and Writing classes, and also serving as the GED Subject Area Group leader. He earned his B.A. in English from Yale University in 1993 and his J.D. from the University of Washington Law School in 1996.  Prior to joining Goodwill, Huan worked in the fields of economic development, e-commerce, and professional education in IT compliance and taught English, Language Arts, ESL, SAT, and college admissions classes at Mercer Education. When he is not teaching, Huan enjoys cycling, cooking for his wife, and doting on his English bulldogs.

Stephanie Halligan | Financial Literacy Consultant and Cartoonist |

Stephanie Halligan is a cartoonist and financial literacy consultant specializing in behavioral economics and instructional design. She has consulted for banks, startups, international organizations, universities, nonprofits and municipal leaders to design consumer-focused products and programs that help drive positive financial behavior. Stephanie combines human centered design and creativity in each of her projects to create relevant, engaging and action-inspiring content. Stephanie is also the author and illustrator of several books and the founder of, a collection of cartoon notes about the human experience.

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Dr. Ines Jurcevic | Researcher | Frank Batten School of Leadership and Public Policy

Ines received a PhD in Social Psychology from UCLA and is currently a researcher at the Frank Batten School of Leadership and Public Policy at the University of Virginia. Ines’s research examines stereotyping, prejudice, and discrimination processes, as well as how people interact with and manage their different identities in diverse environments more broadly. Her work aims to understand how people and institutions think about diversity and how this translates into efforts to promote or undermine various initiatives and interventions. Further, she aims to examine how people’s individual attitudes, identities and group memberships inform these processes and influence performance and interpersonal outcomes in these contexts. 


Felita Lucas | Systems Change & Program Design and Development Professional

Felita Lucas has an extensive background in public service, social justice and community development encompassing strategic program design and implementation, human services, and poverty alleviation. Felita holds a Master of Community Planning from the University of Cincinnati. Her involvement in the inception of various community development projects in the Greater Cincinnati area fed her passion for engaging with the community and collaborating with stakeholders to incorporate innovative service delivery approaches for impoverished families.  Felita draws heavily from her own personal experience living in generational poverty. Navigating through the network of services and resources during her journey out of poverty has given her valuable insight into the “on-the-ground” work of supporting families living in poverty.


Mark Minickiello | VP of Community Development | Harborstone Credit Union

Mark Minickiello is the Vice President of Community Development at Harborstone Credit Union. He most recently worked as Vice President of Legislative Affairs for the Northwest Credit Union Association. As the VP of Community Development, Mark oversees Harborstone’s work with corporate contributions, sponsorships, and staff volunteerism as well as small business microlending. He is also responsible for expanding products and services for people of low and moderate income through additional resources made possible by Harborstone’s recent designation as a Community Development Financial Institution by the U.S. Treasury Department and its Low-Income Designation by the National Credit Union Administration.

Mariana Moore | Ensuring Opportunity Campaign Director | Richmond Community Foundation

Mariana Moore is director of the Ensuring Opportunity Campaign to End Poverty in Contra Costa, a mid-sized county within the San Francisco Bay Area. This collaborative campaign engages local leaders and activists across all sectors, to provide Contra Costa residents the resources they need to support themselves and their families, and a powerful voice to share local political, cultural, and economic systems that impact their lives and well-being. Before co-founding the Ensuring Opportunity campaign, Mariana worked as a consultant to nonprofit organizations, providing strategic counsel, organizational development, executive coaching and capacity building services. She currently serves on the faculty of the Nehemiah Emerging Leaders Program (NELP), a nine-month leadership development program for diverse mid-career professionals in Sacramento. She has held a number of leadership positions in the nonprofit and higher education sectors, including director of the Human Services Alliance of Contra Costa, national development director for Tony La Russa’s Animal Rescue Foundation, annual giving director for Mills College, and executive director of the Cancer Support Community of San Francisco/East Bay.

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Gabriel Muñoz | Business Outreach Coordinator | People for People

Gabriel is the son of immigrant parents from Mexico. He was Born in Los Angeles CA, and raised in Wapato Washington, a small town in the Lower Yakima Valley, where he and his family worked as migrant farm workers. He is one of nine children raised in a Spanish-Speaking household where he learned the lessons of hard work and dedication. Gabriel has always had a strong desire to serve and help others. Gabriel has helped many individuals in the community earn their G.E.D. through the High School Equivalency Program. Currently, he is the Business Outreach Coordinator and Life Skills Instructor for People for People in Yakima where he works with adults in both career exploration and training. A major part of his work is to work with local businesses to promote and link local talent that help meet their workforce needs. Gabriel is building bridges across the community and he’s an extremely positive role model for the youth. It is his personal goal to see that the Yakima Valley becomes a better place to live, work, and raise children.  He is truly grateful to have the opportunity to serve the Yakima Valley.

Adam Taylor | Executive Director | Global to Local

Adam Taylor is the Executive Director of Global to Local and has been with the organization since its inception in 2010.  G2L, based in SeaTac/Tukwila, WA, aims to bring home global health strategies that have worked overseas so as to address health disparities in our own communities.  Adam is responsible for the strategic guidance and management of the organization, along with partnership development and organizational expansion. Adam previously worked as Project Manager for the Grameen Technology Center on the Ugandan-based Community Knowledge Worker project, which leverages the power of mobile phones to help small-holder farmers to access important information like market prices.  From 2005-2007, Adam served as Program Manager for Catholic Relief Services in Madagascar where he collaborated with local staff to develop new initiatives in the areas of health and sanitation, agriculture, disaster preparedness and response, social safety net, and human trafficking.  He has a Master’s in Public Administration from the University of Washington, Evans School of Public Affairs.

Georgette Bhathena | Western Region Executive | JPMorgan Chase Foundation

Georgette Bhathena currently oversees JPMorgan Chase’s global philanthropy activities in the eight-state region of California, Oregon, Washington, Idaho, Nevada, Arizona, Utah and Colorado. She has been with the firm since 2010. Prior to joining JPMorgan Chase, Georgette spent nearly 15 years in the financial services industry with a focus on community development issues. Her prior experience includes serving as a Community Relations Officer at a peer financial institution, a Compliance Officer at the Federal Home Loan Bank of San Francisco in their Affordable Housing Program, and a Compliance Examiner at the Federal Reserve Bank of San Francisco in the Consumer Compliance and Community Reinvestment Act (CRA) examinations group. Georgette is currently serving on various nonprofit boards including Year Up Bay Area and the San Francisco Foundation’s Bay Area Workforce Funding Collaborative.

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Devin Stubblefield| Consulting Trainer | The Prosperity Agenda

Known for his engaging training facilitation style, Devin Stubblefield loves to be in the middle of discussions about financial wellness and financial inclusion. He is the founder of Faith Finance Center, a community based training organization that helps non-profits, churches and ministries to develop and deliver financial wellness programs. Devin also partners with The Prosperity Agenda as the lead trainer for financial coaching and career & life coaching training for staff and managers of social service agencies across the United States and Canada.

Devin’s passion along with his 28-year professional experience in banking, lending and as a financial advisor, gives him a unique perspective to contribute to the global work of bringing about increased financial capability for under-served families.