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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


Thursday, June 13 • 1:15pm - 2:30pm
Practitioner Workshops Break Out 2: Using Green Tax Credits to Benefit Your Bottom-Line

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Join in one of three workshops on the changing Federal landscape for mission focused banks. Learn how to manage new CDFI certification requirements or take advantage of new tax opportunities and regulatory tools for reaching underserved markets.
 
​Dive into the opportunities created by the Inflation Reduction Act (IRA) of 2022. A new set of energy related tax credits and deductions will promote investments in clean energy and green building projects. Learn how banks can integrate these financial incentives into green projects, combine tax credits with Greenhouse Gas Reduction Fund resources, and to bridge and buy tax credits through IRA. Join us for a practical discussion on how to enhance profitability and support sustainable projects.

Speaker: Tyler Inda (Baker Tilley) (Moderator), Dennis Ammann (Peoples Bank), Steve Giles (Central Bank of Kansas City)
Speaker
avatar for Tyler Inda

Tyler Inda

Principal, Baker Tilly
Tyler Inda is a Principal with Baker Tilly US, LLP and the head of the Capital Formation Team. Mr. Inda isalso the President of Baker Tilly Capital, LLC, a FINRA registered Broker-Dealer. Tyler works closely withCDEs and CDFIs in utilizing and complying with alternative financial... Read More →
avatar for Steve Giles

Steve Giles

President & CEO, Central Bank of Kansas City
Steve Giles is President & CEO of Central Bank of Kansas City (CBKC), a $390 million CommunityDevelopment Financial Institution (CDFI) bank focused on delivering financial services to meetthe needs of the community in a socially responsible way. CBKC, the only CDFI bankheadquartered... Read More →
avatar for Dennis Ammann

Dennis Ammann

CEO, Peoples Bank
Dennis Ammann is the CEO of Peoples Bank, headquartered in Mendenhall, Mississippi. Peoples Bank is a CDFI bank that was founded in 1908, with physical locations in central Mississippi. Peoples Bank is a nationwide small business lender, utilizing government guaranty loan programs... Read More →

Sponsors
avatar for Baker Tilly

Baker Tilly

Baker Tilly US, LLP (Baker Tilly) is a leading advisory, tax and assurance firm whose specialized professionals guide clients through an ever-changing business world, helping them win now and anticipate tomorrow. Headquartered in Chicago, Baker Tilly, and its affiliated entities... Read More →

Thursday June 13, 2024 1:15pm - 2:30pm EDT
Breakout Room ABC
  Interactive Breakout Session
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Attendees (4)