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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


Wednesday, June 12 • 11:45am - 12:45pm
Best Practices for Raising Deposits in a Liquidity Constrained Environment

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Learn from leading practitioners how to thrive in the current economic climate marked by unprecedented demand for deposits. This session offers a trove of actionable insights and best practices for attracting deposits, vital for the growth and sustainability of CDFIs and MDIs in today's tight liquidity environment.

Speakers: Diane Ellis (Intrafi) (Moderator), Tom Ogaard (Native American Bank), John Everett (Legacy Bank), Marc Winkler (Carver Federal), Carolyn Nowery (Locus Bank)
Speaker
avatar for Diane Ellis

Diane Ellis

Senior Managing Director, IntraFi
Diane Ellis is Senior Managing Director at IntraFi. Previously, she was the Director of the Division of Insurance and Research at the Federal Deposit Insurance Corporation (FDIC). She led the FDIC’s efforts to maintain the adequacy of the Deposit Insurance Fund and an effective... Read More →
avatar for Tom Ogaard

Tom Ogaard

President and CEO, Native American Bank
Thomas Ogaard serves as President and CEO of Native American Bank. Ogaard, who started his banking career in 1978, previously worked for Citizens First National Bank in Princeton, Illinois as president and CEO for the bank and its holding company, Princeton National Bankcorp Inc.Prior... Read More →
avatar for Brandon Taylor

Brandon Taylor

CFO, Legacy Bank and Trust
Brandon is the Chief Financial Officer for Legacy Bank and Trust. He started his banking career in 2010 with Legacy Bank and Trust. As a Certified Public Accountant, Brandon spearheads the development and implementation of strategic initiatives geared towards maximizing impact, profitability... Read More →
avatar for Marc Winkler

Marc Winkler

Senior Vice President and Chief Administrative Officer, Carver Federal Savings Bank
Marc Winkler is Senior Vice President and Chief Administrative Officer. Mr. Winkler has over 36 years of experience in community banking including serving as a CEO, Director, COO, CFO, Chief of Retail Banking and Chief Strategic Officer. Prior to joining Carver, he was a consultant... Read More →

Sponsors
avatar for IntraFi Network

IntraFi Network

At IntraFi Network, we provide solutions that deliver the flexibility that financial institutions, their customers, and their communities need to thrive in today’s market. We are a trusted partner to nearly 3,000 of the nation’s banks, other financial institutions and most minority... Read More →

Wednesday June 12, 2024 11:45am - 12:45pm EDT
National Housing Center (NHC) Auditorium
  Keynote Speaker
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Attendees (36)