Fireside Chats

Fireside Chats

Inclusiv CEO/President Cathie Mahon  is hosting a series of CEO-to-CEO Fireside chats focused on advancing economic justice, and the benefits and opportunities in social impact investing.

Keep visiting this page for new interviews!


CNote CEO, Cat Berman

Inclusiv President/CEO Cathie Mahon and CNote CEO Cat Berman share a conversation on opportunities in social impact investing, supporting the work of CDFIs and CDFI credit unions to promote financial inclusion and economic justice, and how to best take advantage of this unprecedented moment of CDFI visibility.

The second part of the conversation speaks on the economic fall-out from the pandemic and the role of credit unions as financial first responders during the crisis, as well as how the needs of capital have changed on the way to recovery.


NerdWallet CEO, Tim Chen

Inclusiv has announced its partnership with NerdWallet, the online financial guidance resource for personal finance decisions, based in San Francisco, CA, on several initiatives to advance financial access in underserved communities. This multi-dimension partnership includes grant support to establish the Bay Area Economic Impact Fund to deliver economic relief for low-income consumers and COVID-19 response services for small businesses; a $2 million dollar deposit in Self-Help FCU and a call for other tech companies to join NerdWallet in taking similar action through Inclusiv’s Social Impact Deposit Platform; and NerdWallet employee support to harness NerdWallet’s expertise in technology and media in support of Inclusiv member credit unions.

Click here for NerdWallet's Financial Equality Project microsite.

In the video below, Cathie Mahon and Tim Chen discuss how we can advance financial access.

Stay Connected

Sign up to recieve news & updates from Inclusiv