April 15-16, 2026
UCLA Campus, Los Angeles, CA
The CSPN CSA Working Group is convening CSA administrators with operational programs at UCLA, April 15 and 16, 2026. This meeting will precede the California Early Wealth Account System (CEWAS) meeting to be held on April 17, also at UCLA, which you are also welcome to attend (see information below). Both events are free to attend. Thanks to the generous support from the Mott Foundation, state members of CSPN may be eligible for a travel stipend. Please contact Catherine Seat for more information.
The purpose of the CSPN convening is to provide a forum for administrators and operational staff of large-scale CSA programs to discuss and share current challenges, best practices and lessons learned, specifically in efforts to increase awareness and participation among all eligible youth, distribution processing and tax reporting, managing third-party donations, and the intersection of CSAs and Trump accounts. The primary objective of this interactive meeting is for all attendees with direct program experience to have the opportunity to discuss topics in depth and learn from each other to further the efficacy of all programs.
Forum Agenda
Wednesday, April 15
1:00-1:20pm Welcome
1:20-2:30pm State of the Programs
Each program will share stats and updates from their program.
2:30-3:00pm Break
3:00-4:45pm Engagement as a Journey: From Initial Claim to Lasting Connection
Fostering college-going mindsets and savings behaviors does not happen by accident or overnight—they are built over time and with intention. From initial engagement to ongoing relationship, this session explores strategies for nurturing authentic, lasting connections with families. Using practical examples and actionable frameworks, participants will examine what effective engagement looks like at various points of the journey, providing attendees with tools they can immediately apply to build and sustain meaningful relationships.
4:45-5:00pm Closing
5:00-7:00pm Reception
Thursday, April 16th
8:15-9:00am Breakfast
9:00-10:30am Marketplace of Ideas
This highly interactive session will have you on your feet exchanging your best ideas for improving common operational challenges, for chances to win a prize.
10:30-10:45am Break
10:45-11:45am Managing Additional Contributions
Facilitating multiple streams of assets into accounts may be one of the most compelling yet elusive aspects of CSAs. Participants will hear examples and discuss lessons learned from several programs including process and system considerations, data sharing, and fundraising.
11:45-12:15pm Tech Talk
Hear the latest from the CEO of Nonprofitly, which recently took over Vistashare and its Outcome Tracker system.
12:15-1:30pm Lunch
1:30-2:45pm Emerging Evidence: The Latest Findings from the Latest Research
This session will feature presentations highlighting recent research findings from the field, offering timely and actionable evidence and insights. Following the presentations, attendees will engage in a facilitated, interactive discussion focused on advancing collective learning and collaboration across the industry. Participants will have the opportunity to briefly share their objectives for research currently in development, in the field, or recently completed. The session will also invite dialogue around priority research questions, encouraging participants to identify the studies and data that would be most valuable to the field moving forward.
2:45-3:00pm Break
3:00-4:45pm Trends in Early Wealth Building
Attendees of the California-focused CEWAS event will be invited to join us for a combined broad discussion of trends in the industry, including technology, Trump accounts, and a vision for the future of early wealth building.
4:45-5:00pm Wrap Up and Next Steps
Hotel Room Block Available
The Inn at UCLA
330 Charles E Young Dr E, Los Angeles, CA, 90024
Room block will be available for participants for either $209 a night for a Queen room plus tax or $229 a night for a Queen room plus kitchenette plus tax.
The Inn at UCLA puts you just a 5-minute drive from University of California, Los Angeles and Ronald Reagan UCLA Medical Center. Free perks include WiFi and continental breakfast daily between 6:30 AM and 9:30 AM. Also, Rodeo Drive and Sunset Strip are within a short drive.
The room block has closed.
Additional Hotel Opportunity
W Los Angeles – West Beverly Hills
930 Hilgard Ave, Los Angeles, CA 900024
We have a room block here for the forum at $289 a night. The block will close on March 31st.
