How to Discuss Workforce and CRA With Banks

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Describe workforce activities as primarily benefiting low- and moderate-income (LMI) individuals. Highlight data about current workforce initiatives; emphasize how the data illustrates the workforce system’s focus on serving LMI individuals.

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Suggest how bank partnerships can strengthen current or new initiatives and highlight the projected outcomes for LMI individuals.

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Share the ability of the workforce management information system (MIS) to track and report aggregate data that document positive outcomes for LMI individuals.

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Share examples of how workforce development boards and banks work together to implement activities designed to improve financial capability and security.