2024 CDBA Peer Forum

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2024 CDBA Peer Forum

Welcome to the 2024 CDBA Peer Forum website! Thank you for attending the largest annual gathering of CDFI, MDI and other mission-focused bank representatives.

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Please contact us at cdbapeerforum@pcgloanfund.org if you have any questions.

Here’s the Peer Forum at a glance:

Advocacy Day and Pre-Conference Cocktail Reception: Tuesday, June 11, 2024
Peer Forum Conference: Wednesday, June 12, 2024 and Thursday, June 13, 2024
Meeting Location: National Housing Center (NHC) Auditorium at:
1201 15th St NW, 1st floor, Washington, DC 20005
Hotel Information: The National Housing Center is located in downtown, Washington D.C., within walking distance of a variety of hotels offering rooms at a wide range of price points. We invite you to explore some of the options in our “Hotel Options List.” Please note that CDBA has not arranged a room block at any individual hotels for this event.
Attire: Business casual for all Peer Forum activities

Schedule:

June 11: Advocacy Day & Pre-Conference Cocktail Reception at 5:30 pm ET
June 12: Sessions from 8:00 am to 5:00 pm ET
June 12: Cocktail reception at 6:30 pm ET followed by dinner at 7:30 pm ET
June 13: Sessions from 8:00 am to 5:00 pm ET

5:30pm EDT

Opening Evening Reception (Dinner not included) The Russell Senate Office Building, Room 358

7:00am EDT

Registration & Breakfast National Housing Center (NHC) Auditorium

9:00am EDT

Welcome National Housing Center (NHC) Auditorium

9:15am EDT

Fireside Chat with FDIC Chairman Martin Gruenberg National Housing Center (NHC) AuditoriumMartin Gruenberg

10:30am EDT

Navigating the Future: Economic & Policy Forecast in an Election Year National Housing Center (NHC) AuditoriumAaron Klein • Mark A. Calabria • Kyle Kondik • Matthew Walsh • Moody's

11:30am EDT

Break National Housing Center (NHC) Auditorium

11:45am EDT

Best Practices for Raising Deposits in a Liquidity Constrained Environment National Housing Center (NHC) AuditoriumTom Ogaard • Brandon Taylor • Marc Winkler • IntraFi Network

12:45pm EDT

Networking Lunch National Housing Center (NHC) Auditorium

1:45pm EDT

Bank Innovation Lab National Housing Center (NHC) Auditorium

2:45pm EDT

Best Practices Practitioner Break Out 1: Demystifying Customer Demographic Data Collection Breakout Room ABCDawn R. Reiff • Ralph Carter • Logan Lambert Best Practices Practitioner Break Out 2: The Art of Impact Storytelling Breakout Room ABCErica Cooper • Rachelle Gregory • Rebecca Hoeft Best Practices Practitioner Break Out 3: Enhancing Engagement with Community Advisory Boards Breakout Room ABCLeigh Anne Jones Best Practices Practitioner Break Out 4: Empowering Vulnerable Communities: Innovative Banking Strategies for Inclusion Breakout Room ABCMelanie Stern • Sarah Wen • Mukhtar Ali • Kim Pentico • Hye Sun Kim (she/her)

4:00pm EDT

Break National Housing Center (NHC) Auditorium

4:15pm EDT

Fireside Chat with CDFI Fund Director National Housing Center (NHC) Auditorium

6:00pm EDT

Cocktail Reception and Dinner Cranes

8:30am EDT

CDBA Annual Members Meeting National Housing Center (NHC) Auditorium

9:00am EDT

Fireside Chat with Banking Regulatory Keynote National Housing Center (NHC) Auditorium

9:45am EDT

How New Capital & Reporting is Changing the Mission Banking Landscape National Housing Center (NHC) AuditoriumSmiley Technologies, Inc.

10:45am EDT

Break National Housing Center (NHC) Auditorium

11:00am EDT

Emerging Issues Practitioner Break Out 1: AI for Good: Bridging the Gap to Financial Inclusion Breakout Room ABC Emerging Issues Practitioner Break Out 2: Safeguarding Your Brand in Times of Crisis Breakout Room ABCRandell Leach • Rebecca Hoeft Emerging Issues Practitioner Break Out 3: Impact through Affiliated Nonprofits Breakout Room ABC

11:45am EDT

Networking Lunch National Housing Center (NHC) Auditorium

1:15pm EDT

Practitioner Workshops Break Out 1: Decoding the New CDFI Certification: Key Insights for Your Bank Breakout Room ABCSones & White Practitioner Workshops Break Out 2: Using Green Tax Credits to Benefit Your Bottom-Line Breakout Room ABCBaker Tilly Practitioner Workshops Break Out 3: Crafting Effective Special Purpose Credit Programs for Community Impact Breakout Room ABC

2:30pm EDT

Break National Housing Center (NHC) Auditorium

2:45pm EDT

How Will the Greenhouse Gas Reduction Fund Transform the Community Development Finance Field? National Housing Center (NHC) Auditorium

3:45pm EDT

Wrap-Up & Adjournment National Housing Center (NHC) Auditorium