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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


Thursday, June 13 • 1:15pm - 2:30pm
Practitioner Workshops Break Out 3: Crafting Effective Special Purpose Credit Programs for Community Impact

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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.
 
Special Purpose Credit Programs (SPCPs) offer a pathway to deeper market reach and impact. This session covers the essentials of designing SPCPs that comply with regulatory expectations and fulfill your bank's mission to serve underserved segments effectively.

Speakers: Erin Kilmer-Neel (Beneficial State Foundation), Teri Hodgett (Sunrise Banks), Lisa Williams (City First Enterprises)
Speaker
avatar for Erin Kilmer Neel

Erin Kilmer Neel

Executive Director and Chief Impact Officer, Beneficial State Foundation
Erin oversees strategy and operations of Beneficial State Foundation and facilitates the development of social and environmental impact standards for Beneficial State Bank and for banking systems change. She is thrilled to be working to address social and environmental injustices... Read More →
avatar for Lisa Williams

Lisa Williams

Director of Mortgage Programs, City First Enterprises
Lisa Williams is a nonprofit professional passionate about affordable homeownership. Lisa currently spearheads City First Enterprises’ Down Payment Assistance Program, Homes by CFE, which aims to level the playing field for African American and Latinx borrowers in the District of... Read More →
avatar for Teri Hodgett

Teri Hodgett

Chief Risk Officer, Sunrise Banks
Teri Hodgett is the Chief Risk Officer for Sunrise Banks in St. Paul, MN. She has 20 years of regulatory compliance experience and oversees various areas of the bank including CDFI compliance, internal audit, regulatory compliance, and third party risk.

Thursday June 13, 2024 1:15pm - 2:30pm EDT
Breakout Room ABC
  Interactive Breakout Session
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Attendees (8)