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Wage and Investment Operating Division
Financial Education and Asset Building - Application Activities
Subject Matter Experts
Richard Byrd Jr. Richard Byrd Jr.
Commissioner of the IRS Wage and Investment Division (W&I)

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Shaina Gross Shaina Gross
Community Impact Manager,
United Way of San Diego County � IDA

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Monica Copeland Monica Copeland
Asset Development Program Manager,
Baltimore CASH Campaign - Cash Coaching Programs

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Stephanie Lundgreen Stephanie Lundgreen
Director of Asset Building Case Management,
Catholic Charities of Southeast Texas - One-on-one mentoring

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Linda Andrist Linda Andrist
Acting Area 4 Director,
Stakeholder, Partnerships, Education and Communication

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Financial Education and Asset Building - Application Activities

Presented on:
September 29, 2010
2 p.m. ET


  • Individual Development Accounts (IDA's)
  • Cash Coaching Programs
  • One-On-One Mentoring/Guiding Clients to Self-sufficiency