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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 2: The Art of Impact Storytelling

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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 insights.

Storytelling is an art, and when it intersects with the impact your bank is making, it becomes a powerful tool for change. This interactive workshop takes you on a journey to master the craft of impact storytelling, with techniques to bring your bank's successes to life. Learn from peers and storytelling experts how to weave compelling narratives that captivate audiences and amplify your bank's mission.

Speakers: Becca Hoeft (Morris Hoeft) (Co-Moderator), Carla Mannings (Partners/CBDA) (Co-Moderator), Rachelle Gregory (Carver State Bank), Erica Cooper (FNBC)

(Note: Prior to the session, we will send out a storytelling framework to prompt participants to start contemplating their bank's narrative. This preparatory work will enhance your takeaways from the session.)


Speaker
avatar for Carla Mannings

Carla Mannings

Chief Investment and Impact Officer, Partners for the Common Good
avatar for Erica Cooper

Erica Cooper

AVP Community Development, FNBC Bank
Erica Cooper is Assistant Vice President Community Development at FNBC Bank. Cooper joined FNBC in 2012 as a branch manager. Since 2019, she has been the Home Mortgage Disclosure Act coordinator, Community Reinvestment Act officer, and has led the bank’s Community Development Financial... Read More →
avatar for Rachelle Gregory

Rachelle Gregory

CIO and VP, Marketing, Carver State Bank
Rachelle James Gregory has over 20 years’ experience in brand, marketing and impact strategy. In her current role as Chief Impact Officer and VP of Marketing for Carver Financial Corporation, the holding company for Carver State Bank in Savannah and the newly-acquired Alamerica... Read More →
avatar for Rebecca Morris Hoeft

Rebecca Morris Hoeft

Consultant, IntraFi
Rebecca Morris Hoeft is known for being a global, innovative, brand builder. Recognized by the likes of Fast Company, Cannes Film Festival and others, Becca is known for growing brands from financial services to technology to fashion and film. During the pandemic she joined forces... Read More →

Wednesday June 12, 2024 2:45pm - 4:00pm EDT
Breakout Room ABC
  Interactive Breakout Session
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Attendees (14)