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VITA

Best Practices for Promoting Savings with Tax Filers

Virtual Event

Join us for an engaging webinar to explore effective strategies for encouraging tax filers to save their refunds. We'll discuss the importance of saving during tax season, highlight key benefits for clients, and share best practices for starting meaningful conversations about financial security. Feb. 4, 2025 10 AM PT/ 1 PM ET Register here: https://us02web.zoom.us/meeting/register/tZIoc-6qrzkoGNFMYe3Ww-06OuQ-8f7SFJn_

CFR Focus Card Training Review

Join us for an exclusive webinar recap on the *Focus Card*, led by Marissa, CFR’s Payments and Product Operations Associate. Marissa will provide an in-depth look at the card’s key features, share success stories, and cover frequently asked questions from partners and clients, including how to maximize the card’s benefits, address user concerns, and navigate […]

CFR Focus Card Training Review

Join us for an exclusive webinar recap on the *Focus Card*, led by Marissa, CFR’s Payments and Product Operations Associate. Marissa will provide an in-depth look at the card’s key features, share success stories, and cover frequently asked questions from partners and clients, including how to maximize the card’s benefits, address user concerns, and navigate […]

CFR Focus Card Training Review: Maximizing the Use of the Focus Card

Join us for this month’s Focus Card review session, led by Marissa Garibay, CFR’s Payments and Product Operations Associate. This session will explore portability—an important next step that allows Focus Card users to expand how and where they use their cards beyond the initial program setup. Marissa will share insights on implementation and answer frequently […]

VITA

VITA Recap and Close-Out Webinar

Virtual Event

This interactive session will provide a collaborative space for VITA volunteers, staff, and partners to engage with one another and document the most effective solutions to obstacles faced during the tax season - so you’re program can be even more successful next year. Whether it's assisting clients with complicated filing situations, managing documentation and/or volunteers, […]

CFR Focus Card Training Review: Understanding and Avoiding Fees

Join us for this month’s Focus Card review session, hosted by Marissa Garibay, CFR’s Payments and Product Operations Associate. This session will focus on one of the most important aspects of cardholder experience: understanding and avoiding fees with the Focus Card. We'll break down the card’s fee structure, explain when and why fees may occur, […]

CFR Focus Card Review: Overview of the Focus Card

Join us for an exclusive webinar recap on the *Focus Card*, led by Marissa, CFR’s Payment and Product Operations Associate. Marissa will provide an in-depth look at the card’s key features and cover frequently asked questions from partners and clients, including how to maximize the card’s benefits, address user concerns, and navigate common challenges. Don’t […]

VITA

VITA Focus Card Training

Virtual Event

Join one of our webinars and learn how to create a positive experience for VITA clients, excite site staff and provide more opportunities for volunteers by leveraging some proven tools and techniques. This session will cover the full card enrollment process, highlight product functionality and features, and provide guidance on onboarding new cardholders. Our staff […]

VITA

VITA Focus Card Training

Virtual Event

Join one of our webinars and learn how to create a positive experience for VITA clients, excite site staff and provide more opportunities for volunteers by leveraging some proven tools and techniques. This session will cover the full card enrollment process, highlight product functionality and features, and provide guidance on onboarding new cardholders. Our staff […]

VITA

VITA Focus Card Training

Virtual Event

Join one of our webinars and learn how to create a positive experience for VITA clients, excite site staff and provide more opportunities for volunteers by leveraging some proven tools and techniques. This session will cover the full card enrollment process, highlight product functionality and features, and provide guidance on onboarding new cardholders. Our staff […]

VITA

VITA Focus Card Training

Virtual Event

Join one of our webinars and learn how to create a positive experience for VITA clients, excite site staff and provide more opportunities for volunteers by leveraging some proven tools and techniques. This session will cover the full card enrollment process, highlight product functionality and features, and provide guidance on onboarding new cardholders. Our staff […]

CFR Card Transition Office Hours

CFR Card Transition Office Hours

Join us for daily office hours from April 13–17 for a guided walkthrough of the new CFR Card and how it compares to the Focus Card. These sessions are designed to help you get comfortable with the product, understand what’s changing, and navigate this early stage of the transition. We’ll cover key features of the […]

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About us

Community Financial Resources is a solution-provider. We see a world where everyone has the tools needed to have financial stability, protect their assets, and establish a foundation to build wealth. We promote economic justice and fairness by providing financial inclusion solutions based on the latest research, backed by our financial industry partners, and delivered by organizations representing the communities we serve.