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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.

CLICK HERE to Create an Account or Login to register and purchase your tickets!

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 • 2:45pm - 4:00pm
Best Practices Practitioner Break Out 1: Demystifying Customer Demographic Data Collection

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Choose from four immersive workshops designed to enhance your bank's operational excellence and impact. Whether it's leveraging customer demographic data, mastering impact storytelling, engaging with community advisory boards, or serving vulnerable populations, each workshop offers valuable strategies and real-world insight.

Passion provides purpose, but data drives decision. Discover the transformative power of customer demographic data in crafting banking services that truly meet the needs of diverse communities. This workshop offers a practical roadmap for collecting, analyzing, and leveraging this data, with insights from banks that have successfully navigated the challenges. Equip your team with the knowledge to enhance service delivery and drive inclusive growth.

Speakers: Dawn Reiff (Community Funding Advisors) (Moderator), Benita Lefft (Optus Bank), Logan Lambert (BOM Bank), Ralph Carter (BankFirst)
Speaker
avatar for Benita Lefft

Benita Lefft

COO, Optus Bank
Benita Evans Lefft is the Executive Vice President and Chief Operations Officer at OptusBank in Columbia SC where she leads Retail, Commercial, Deposit Operations, and alladministrative support functions. She retired from Wells Fargo Bank in 2021 after 30years of service. Her roles... Read More →
avatar for Dawn R. Reiff

Dawn R. Reiff

Founder and President, Community Funding Advisors
Community Funding Advisors Founder, Dawn Reiff, founded Community Funding Advisors after her tenure as a senior staff member at The CDFI Fund. She helped shape many of the programs offered today including the Bank Enterprise Award (BEA) and New Markets Tax Credit (NMTC) program.Dawn... Read More →
avatar for Ralph Carter

Ralph Carter

Vice President, Fair Lending and CRA Officer, BankFirst Financial Services
Ralph D. Carter serves as the Senior Vice President, Director of CDFI, Fair Lending,and CRA Officer at BankFirst Financial Services. BankFirst is a $2.8 billioncommunity bank based in Macon, Mississippi, with 46 locations in Mississippi andAlabama. He oversees the CDFI program for... Read More →
avatar for Logan Lambert

Logan Lambert

Assistant Casheir, BOM Bank
My name Logan Lambert my wife Mallory and I have two children Chesleigh and Leo. I am an Assistant Vice President of BOM Bank where I have been employed for nearly 10 years. This time has been spent in operations, accounting, and CDFI applications management and compliance. I am a... Read More →

Wednesday June 12, 2024 2:45pm - 4:00pm EDT
Breakout Room ABC
  Interactive Breakout Session
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Attendees (21)