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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 3: Enhancing Engagement with Community Advisory Boards

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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.

Advisory boards play a critical role in aligning banks with their communities' needs. This session delves into the strategies for forming and leveraging these boards to gain valuable insights, foster community trust, and drive meaningful impact. Gain practical advice from practitioners who have seen the benefits of a well-structured advisory board in action.

Speakers: Lolita Sereles (FUND Consulting) (Moderator), Faruk Daudbasic (First Eagle Bank), Madeline Marquez (Ponce Bank), Leigh Anne Jones (United Bank)
Speaker
avatar for Lolita Sereleas

Lolita Sereleas

Founding Partner, FUND Consulting
Lolita is a travel buff whose exploration of areas both foreign and domestic fueled a passion for understanding how communities work. After receiving a degree in Slavic Languages and Literature from Indiana University, Lolita landed a job as an employment placement specialist helping... Read More →
avatar for Madeline Marquez

Madeline Marquez

SVP Chief External Affairs Officer, Ponce Bank
Ms. Marquez joined Ponce Bank in February 2017 as a SVP with a mandate to have PonceBank become a designated U.S Small Business Administration (SBA) lender and a CertifiedCommunity Development Financial Institution (CDFI). Rapidly accomplishing her mandate, shewas promoted to Chief... Read More →
avatar for Faruk Daudbasic

Faruk Daudbasic

Senior Vice President, First Eagle Bank
Faruk began his career at First Eagle Bank as an intern while he was a student at Northeastern Illinois University. Upon graduation in 2005, he became a full time Credit Analyst and was soon promoted to a Lending Officer. Today Faruk is a Senior Vice President and is responsible for... Read More →
avatar for Leigh Anne Jones

Leigh Anne Jones

EVP / CFO, United Bank
Leigh Anne Jones has been employed by United Bank for almost 20 years. During her tenure she hasheld multiple positions from credit analyst to treasurer. In 2018, she was promoted to Chief FinancialOfficer. Mrs. Russell Jones helped to spearhead United’s CDFI designation in 2010... Read More →

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