2024 CDBA Peer Forum: Full Schedule

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

5:30pm EDT

Opening Evening Reception (Dinner not included)

Join your colleagues to share Advocacy Day success stories, and hear from members of Congress and their staff.

Tuesday June 11, 2024 5:30pm - 7:30pm EDT
The Russell Senate Office Building, Room 358

Meal / Networking / Break

7:00am EDT

Registration & Breakfast

Wednesday June 12, 2024 7:00am - 9:00am EDT
National Housing Center (NHC) Auditorium

Meal / Networking / Break

7:00am EDT

CDFI Fund Office Hours

Wednesday June 12, 2024 7:00am - Thursday June 13, 2024 3:45pm EDT
National Housing Center (NHC) Auditorium

7:00am EDT

ECIP Office Hours

Wednesday June 12, 2024 7:00am - Thursday June 13, 2024 3:45pm EDT
National Housing Center (NHC) Auditorium

9:00am EDT

Welcome

Wednesday June 12, 2024 9:00am - 9:15am EDT
National Housing Center (NHC) Auditorium

CDBA Speaker

9:15am EDT

Fireside Chat with FDIC Chairman Martin Gruenberg

Dive into an enlightening discussion with the Honorable Martin Gruenberg, Chairman of the Federal Deposit Insurance Corporation. Uncover insights on the banking sector's stability and the unique opportunities emerging for mission-focused banks in the newly finalized CRA rule. This session promises a forward-looking perspective on banking resilience and innovation.

Speakers: Martin Gruenberg (FDIC), Jeannine Jacokes (CDBA) (Moderator)

Speaker

Jeannine Jacokes

CEO, Community Development Bankers Association

Jeannine Jacokes is the chief executive of the Community Development Bankers Association (CDBA) and the Executive Director of Partners for the Common Good.

Martin Gruenberg

Chairman, Federal Deposit Insurance Corporation

Martin J. Gruenberg is the currently the Chairman of the FDIC Board of Directors, and since February 5, 2022 was the acting Chairman. Since mid-2018, he has served as a member of the FDIC Board. Prior to that time, Mr. Gruenberg also served as Chairman of the FDIC, receiving Senate... Read More →

Wednesday June 12, 2024 9:15am - 10:30am EDT
National Housing Center (NHC) Auditorium

Keynote Speaker

10:30am EDT

Navigating the Future: Economic & Policy Forecast in an Election Year

As political tides shift, what lies ahead for the economy and financial services sector? This session gathers top minds in election analysis and financial policy to debate the potential impacts of election outcomes on financial services policy. Discover strategies to steer your bank through the uncertainties of tomorrow.

Speakers: Rob Blackwell (Intrafi) (Moderator), Aaron Klein (Brookings Institution), Mark Calabria (Cato Institute), Kyle Klondik, (Sabato’s Crystal Ball, University of Virginia’s Center for Politics), Matthew Walsh (Moody’s)

Speaker

Rob Blackwell

Chief Content Officer and Head of External Affairs, IntraFi

Rob Blackwell is the Chief Content Officer and Head of External Affairs of IntraFi Network and the host of the Banking with Interest podcast. He is the former editor-in-chief of American Banker.He covered the financial services arena for nearly two decades, working first as a reporter... Read More →

Aaron Klein

Miriam K. Carliner Chair – Economic Studies, Senior Fellow – Center on Regulation and Markets, Brookings Institution

Aaron Klein is Miriam K. Carliner Chair and senior fellow in Economic Studies at the Brookings Institution, focused on financial technology and regulation; payments; macroeconomics; and infrastructure finance and policy. Prior to joining Brookings in 2016, he directed the Bipartisan... Read More →

Mark A. Calabria

Senior Advisor, Cato Institute

Dr. Mark A. Calabria is Senior Advisor to the Cato Institute and author of Shelter from theStorm: How A COVID Mortgage Meltdown Was Averted. He provides strategic input anddirection on the federal economic policy‐making process. He previously served as the Directorof Financial Regulation... Read More →

Kyle Kondik

Political Analyst, Managing Editor for Sabato's Crystal Ball, and Public Speaker

Kyle Kondik is managing editor of Sabato’s Crystal Ball, the University of Virginia Center for Politics’ authoritative, nonpartisan newsletter on American campaigns and elections. He is the author of The Long Red Thread, a history of the growth of Republican power in the U.S... Read More →

Matthew Walsh

Assistant Director - Economist, Moody's Analytics

Matthew Walsh is an economist at Moody’s Analytics. His work primarily focuses on the housing market and regional economics. His regular analysis and commentary on real estate economics appear on Economic View and in other publications. Matthew helped develop the Moody’s Analytics... Read More →

Sponsors

Moody's

Moody’s mission is to be the leading source of relevant insights on exponential risk. We provide rich data, expert analysis, robust tools supported by groundbreaking technologies, and a view of the future to enable our customers to unlock opportunity, advance their business, and... Read More →

Wednesday June 12, 2024 10:30am - 11:30am EDT
National Housing Center (NHC) Auditorium

Keynote Speaker

11:30am EDT

Break

Wednesday June 12, 2024 11:30am - 11:45am EDT
National Housing Center (NHC) Auditorium

Meal / Networking / Break

11:45am EDT

Best Practices for Raising Deposits in a Liquidity Constrained Environment

Learn from leading practitioners how to thrive in the current economic climate marked by unprecedented demand for deposits. This session offers a trove of actionable insights and best practices for attracting deposits, vital for the growth and sustainability of CDFIs and MDIs in today's tight liquidity environment.

Speakers: Diane Ellis (Intrafi) (Moderator), Tom Ogaard (Native American Bank), John Everett (Legacy Bank), Marc Winkler (Carver Federal), Carolyn Nowery (Locus Bank)

Speaker

Diane Ellis

Senior Managing Director, IntraFi

Diane Ellis is Senior Managing Director at IntraFi. Previously, she was the Director of the Division of Insurance and Research at the Federal Deposit Insurance Corporation (FDIC). She led the FDIC’s efforts to maintain the adequacy of the Deposit Insurance Fund and an effective... Read More →

Tom Ogaard

President and CEO, Native American Bank

Thomas Ogaard serves as President and CEO of Native American Bank. Ogaard, who started his banking career in 1978, previously worked for Citizens First National Bank in Princeton, Illinois as president and CEO for the bank and its holding company, Princeton National Bankcorp Inc.Prior... Read More →

Brandon Taylor

CFO, Legacy Bank and Trust

Brandon is the Chief Financial Officer for Legacy Bank and Trust. He started his banking career in 2010 with Legacy Bank and Trust. As a Certified Public Accountant, Brandon spearheads the development and implementation of strategic initiatives geared towards maximizing impact, profitability... Read More →

Marc Winkler

Senior Vice President and Chief Administrative Officer, Carver Federal Savings Bank

Marc Winkler is Senior Vice President and Chief Administrative Officer. Mr. Winkler has over 36 years of experience in community banking including serving as a CEO, Director, COO, CFO, Chief of Retail Banking and Chief Strategic Officer. Prior to joining Carver, he was a consultant... Read More →

Sponsors

IntraFi Network

At IntraFi Network, we provide solutions that deliver the flexibility that financial institutions, their customers, and their communities need to thrive in today’s market. We are a trusted partner to nearly 3,000 of the nation’s banks, other financial institutions and most minority... Read More →

Wednesday June 12, 2024 11:45am - 12:45pm EDT
National Housing Center (NHC) Auditorium

Keynote Speaker

12:45pm EDT

Networking Lunch

Wednesday June 12, 2024 12:45pm - 1:45pm EDT
National Housing Center (NHC) Auditorium

Meal / Networking / Break

1:45pm EDT

Bank Innovation Lab

Back by popular demand, this interactive session showcases the latest innovations from CDBA banks and partners. Engage with peers presenting rapid-fire pitches on groundbreaking products, services, and systems, then delve deeper in small groups. A unique opportunity to exchange feedback and spark collaborations.

Moderator: Brian Blake (CDBA)

Innovators (In formation):

Nontraditional mortgage underwriting to promote LMI homeownership, Citizens National Bank, (Tra Alford)
Affordable modular home construction lending, First Eagle Bank, (Michal Kornecki)
Guarantee pool for GGRF eligible loans, (Amir Kirkwood)
Small dollar loan program, One United Bank (Bob Cooper)
AI/ML based Data Analytics Platform, National Community Investment Fund (NCIF), (Saurabh Narain)
Participation lending platform, Bank Labs “Participate”, (Brett Rawls)
Inclusive Finance as a Service platform for mortgage lending, GreenLyne, (Sid Mansur)
Machine learning technology to underwrite small businesses, Heron Data, (Johannes Jaeckle)

Speaker

Brian Blake

Public Policy Director, Community Development Bankers Association

Michal Kornecki

Commercial Banking Officer, First Eagle Bank

Michal Kornecki started his banking career at First Eagle Bank in 2017 as a part-time Teller while attending the University of Illinois at Chicago. After graduating at the end of 2020, he became a full-time Credit Analyst, and thereafter became a Portfolio Manager. Now, he is a Commercial... Read More →

Johannes Jaeckle

Co-Founder and CEO, Heron Data

Johannes is the CEO of Heron Data, a New York-based software company automating small business underwriting for 100+ US SMB lenders. Heron Data helps lenders by classifying document types like application forms or bank statements, automatically creating entries into CRMs for new deals... Read More →

Saurabh Narain

President and CEO, National Community Investment Fund

Saurabh Narain is President and CEO of National Community Investment Fund (www.ncif.org) an impact investor and Community Development Financial Institution (CDFI) focused on mission-oriented financial institutions including minority and CDFI banks. He is a Banking Executive with over 35-years of global experience building highly profitable businesses both in the for-profit... Read More →

Brett Rawls

Senior Financial Institutions Consultant, Participate, a BankLabs Innovation

Brett Rawls serves as a Senior Financial Institutions Consultant with Participate, a BankLabs Innovation. In this role, he connects banks and creates operational efficiencies on the buy and sell side of the loan participation and syndication landscape. Brett has dedicated the past... Read More →

Sid Mansur

Co-Founder and CEO, GreenLyne

Sid co-founded GreenLyne Inc. in 2022 with the mission to advance high-precision AI-based loan underwriting & marketing technology that responsibly unlocks massive underserved markets. Sentrana Inc. was founded in 2006 to make operationalizing AI models easy with its groundbreaking... Read More →

Wednesday June 12, 2024 1:45pm - 2:45pm EDT
National Housing Center (NHC) Auditorium

Interactive Breakout Session

2:45pm EDT

Best Practices Practitioner Break Out 1: Demystifying Customer Demographic Data Collection

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

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 →

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 →

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 →

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

2:45pm EDT

Best Practices Practitioner Break Out 2: The Art of Impact Storytelling

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

Carla Mannings

Chief Investment and Impact Officer, Partners for the Common Good

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 →

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 →

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

2:45pm EDT

Best Practices Practitioner Break Out 3: Enhancing Engagement with Community Advisory Boards

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

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 →

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 →

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 →

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

2:45pm EDT

Best Practices Practitioner Break Out 4: Empowering Vulnerable Communities: Innovative Banking Strategies for Inclusion

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.

Delve into how banks can effectively navigate the complexities of offering financial services to the most underserved communities. From specialized underwriting practices to services to support customer needs, learn about the innovative strategies that make banking not just a mandate but a mission to foster financial empowerment and resilience. Gain valuable insights on building a banking environment that becomes a beacon of hope and strength, ensuring that every service provided contributes to the empowerment of those most in need.

Speakers: Sarah Wen (CDBA) (Moderator), Mukhtar Ali (Community Bank of the Bay), Hye Sun Kim (FreeFrom), Melanie Stern (Spring Bank), Kim Pentico (National Network to End Domestic Violence

Speaker

Melanie Stern

VP, CRA Officer, Director of Consumer Lending, Spring Bank

Melanie Stern is the V.P., CRA Officer and Director of Consumer Lending at Spring Bank, a CDFI/ B-Corp bank, based in the South Bronx with branches in Brooklyn. Ms. Stern is responsible for the development and marketing of affordable consumer loan products that support the asset... Read More →

Sarah Wen

Director of Programs and Membership, Community Development Bankers Association

Greetings! I am Sarah Wen, the Director of Programs and Membership here at CDBA. I am here to assist you throughout the registration process as well as the entirety of 2024's Peer Forum. I am very excited to spend time with you in June!

Mukhtar Ali

EVP / Chief Credit Officer, Community Bank of the Bay

Mukhtar Ali joined Community Bank of the Bay in January 2018. He has over 35 years of experience in the banking industry. Prior to joining the Bank, he served as President and Chief Executive Officer at Mission National Bank, San Francisco, California from 2012 to 2017. Mr. Ali is... Read More →

Kim Pentico

Economic Justice Senior Director, National Network to End Domestic Violence

Kim has been working with and on behalf of survivors of sexual and domestic violence since 1990. She first spent over seven years working for a local domestic violence program in Kansas and another seven years at the Kansas Coalition Against Sexual and Domestic Violence. She has also... Read More →

Hye Sun Kim (she/her)

Systems Change Program Specialist,, FreeFrom

Hye Sun is a 1.5 generation Korean-American immigrant who is committed to racial and social justice, and her name is like saying “Hey Sun”. Since joining FreeFrom in 2021, Hye Sun strategizes on creating collaborative systems changes with private sector institutions, such as banks... Read More →

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

Interactive Breakout Session

4:00pm EDT

Break

Wednesday June 12, 2024 4:00pm - 4:15pm EDT
National Housing Center (NHC) Auditorium

Meal / Networking / Break

4:30pm EDT

Fireside Chat with CDFI Fund Director

Join us for a fireside chat with new CDFI Fund Director Pravina Raghavan, who will discuss what is ahead for the agency.

Speakers: Pravina Raghavan (CDFI Fund), Jeannine Jacokes (CDBA) (Moderator)

Speaker

Pravina Raghavan

Director, CDFI Fund

A seasoned leader in community and economic development with an impressive track record of overseeing billions of dollars in mission-oriented federal investments, Pravina Raghavan recently began her tenure as Director of the CDFI Fund. Since December 2021, Ms. Raghavan has served... Read More →

Jeannine Jacokes

CEO, Community Development Bankers Association

Jeannine Jacokes is the chief executive of the Community Development Bankers Association (CDBA) and the Executive Director of Partners for the Common Good.

Wednesday June 12, 2024 4:30pm - 5:30pm EDT
National Housing Center (NHC) Auditorium

Keynote Speaker

6:00pm EDT

Cocktail Reception and Dinner

Cranes Spanish Kaiseki

Wednesday June 12, 2024 6:00pm - 9:30pm EDT
Cranes 724 9th St NW, Washington, DC 20001

Meal / Networking / Break

8:30am EDT

CDBA Annual Members Meeting

Thursday June 13, 2024 8:30am - 9:00am EDT
National Housing Center (NHC) Auditorium

CDBA Programming / Official Business

9:00am EDT

Fireside Chat with Banking Regulatory Keynote

Thursday June 13, 2024 9:00am - 9:45am EDT
National Housing Center (NHC) Auditorium

Keynote Speaker

9:45am EDT

How New Capital & Reporting is Changing the Mission Banking Landscape

At a pivotal moment for community development finance, learn how new capital sources and reporting demands are reshaping the sector. This session discusses the opportunities and challenges brought by these developments, with insights from policy makers and industry leaders on navigating the transformation.

Speakers: Elizabeth Glasbrenner (Smiley Technologies) (Moderator), Noel Poyo (US Treasury), Brian Argrett (City First Bank), Bill Keller (Community Bank of the Bay)

Speaker

Noel Poyo

Deputy Assistant Secretary for Community Economic Development (OCED), US Treasury

Noel Andrés Poyo has served as the U.S. Department of Treasury's Deputy Assistant Secretaryfor Community Economic Development (OCED) since February 2021, managing a portfolio thatincludes the CDFI Fund, the Emergency Capital Investment Program and the OCED policyteam. In his first fourteen months at Treasury, he also led the Emergency Rental... Read More →

Sponsors

Smiley Technologies, Inc.

Smiley Technologies, Inc. is a core banking/digital banking provider for community banks focused on deliberate innovation and enhanced support. The core banking platform, SIBanking, is a vertically integrated solution with most banking functions in one system allowing better access... Read More →

Thursday June 13, 2024 9:45am - 10:45am EDT
National Housing Center (NHC) Auditorium

Keynote Speaker

10:45am EDT

Break

Thursday June 13, 2024 10:45am - 11:00am EDT
National Housing Center (NHC) Auditorium

Meal / Networking / Break

11:00am EDT

Emerging Issues Practitioner Break Out 1: AI for Good: Bridging the Gap to Financial Inclusion

Engage in discussions on cutting-edge topics crucial for the future of banking. From harnessing AI for financial inclusion to mastering crisis communications and aligning talent with mission, these workshops are designed to equip you with the knowledge and strategies to lead your bank forward.

AI is the next big game changer. Unpack the potential of artificial intelligence to transform financial inclusion for underserved communities. This session will explore the ethical use of AI, showcasing strategies to leverage technology for equitable access to banking services.

Speakers: Brian Blake (CDBA) (Moderator), Surjit Chana (Beneficial State Bank), Laura Kornhauser (Stratyfy), Bradley Blower (Inclusive Partners)

Speaker

Brian Blake

Public Policy Director, Community Development Bankers Association

Brad Blower

Principal and Founder, Inclusive-Partners

Brad provides expert advice on fair lending, fair housing and consumer protection issues, including development of Special Purpose Credit Programs and responsible model development and use of artificial intelligence and data. Brad’s wide-ranging experience includes working as... Read More →

Laura Kornhauser

Co-Founder and CEO, Stratyfy

Laura Kornhauser is the Co-Founder and CEO of Stratyfy, a technology company that equips financial institutions with inherently interpretable AI solutions to make better risk-based decisions. On a mission to accelerate financial inclusion, Stratyfy aims to provide greater transparency... Read More →

Surjit Chana

Board Director / Harvard Fellow / Board Chair, Beneficial State Bank

Thursday June 13, 2024 11:00am - 12:15pm EDT
Breakout Room ABC

Interactive Breakout Session

11:00am EDT

Emerging Issues Practitioner Break Out 2: Shielding Your Brand: Crisis Communication Strategies for Resilience and Recovery

Engage in discussions on cutting-edge topics crucial for the future of banking. From harnessing AI for financial inclusion to mastering crisis communications and aligning talent with mission, these workshops are designed to equip you with the knowledge and strategies to lead your bank forward.

Learn how to protect and enhance your bank's reputation through effective crisis communication strategies. Using real-world examples and interactive exercises, this interactive session provides tools and techniques for managing crises with clarity, compassion, and consistency, ensuring your brand emerges stronger. This workshop will equip C-suite officers and communication teams with the necessary knowledge and tools to safeguard your brand's integrity.

Speakers: Becca Hoeft (Morris Hoeft) (Co-Moderator), Carla Mannings (Partners/CBDA) (Co-Moderator), Catherine Higgins Whiteside and Amanda Theisen (Sunrise Banks), Randell Leach (Beneficial State Bank)

Speaker

Carla Mannings

Chief Investment and Impact Officer, Partners for the Common Good

Amanda Theisen

Communications Manager, Sunrise Banks

Amanda Theisen is an award-winning media and communications professional with nearly 20 yearsof experience in the journalism and public relations industries. She is currently the CommunicationsManager at Sunrise Banks in St. Paul, Minnesota. She leads all internal and externalcommunications... Read More →

Randell Leach

CEO, Beneficial State Bank

Randell Leach serves as Beneficial State Bank’s Chief Executive Officer. A corporate entrepreneur with 30 years of experience in financial services, Randell brings broad expertise in finance, operations, and new market development, as well as the ability to creatively solve complex... Read More →

Rebecca Morris Hoeft

Consultant, IntraFi

Thursday June 13, 2024 11:00am - 12:15pm EDT
Breakout Room ABC

Interactive Breakout Session

11:00am EDT

Emerging Issues Practitioner Break Out 3: Impact through Affiliated Nonprofits

Engage in discussions on cutting-edge topics crucial for the future of banking. From harnessing AI for financial inclusion to mastering crisis communications and aligning talent with mission, these workshops are designed to equip you with the knowledge and strategies to lead your bank forward.

Federal policy is providing new incentives for CDFI and MDI banks to consider creating nonprofit affiliates. Explore the strategic advantages of creating a nonprofit affiliate to complement your bank's mission. This session offers practical advice on setting up, strategizing, and aligning a nonprofit to maximize community benefits and support your bank's objectives.

Speakers: Carlos Naudon (Ponce Bank), Kent Curtis (First Southwest Bank), Sam Sanders (Pike National Bank), John Olaimey (Southern Bancorp)

Speaker

John Olaimey

Bank President & CEO, Southern Bancorp

John Olaimey came to Southern with over twenty years of experience in banking, finance, corporate law and executive management. Olaimey serves as the president and CEO of SBB, where he oversees all bank activities. Prior to joining Southern, he served as president for Radius Group... Read More →

Samuel Sanders

Executive Vice President, Chief Credit Officer, Pike National Bank

Sam Sanders is Chief Credit Officer of Pike National Bank in McComb, Mississippi. He began his banking career with PNB in 1993 after attending the University of Mississippi. He a graduate of the Graduate School of Banking at LSU. After ten years working in every area of Pike... Read More →

Carlos P. Naudon

President & CEO, Ponce Bank

Carlos P. Naudon is President and CEO of Ponce Bank and its publicly traded financial holding company, Ponce Financial Group (NASDAQ: PDLB). He is also President of the Ponce de Leon Foundation, endowed by Ponce Bank to support not-for-profits that contribute to financial, racial... Read More →

Kent Curtis

CEO, First Southwest Bank

Kent Curtis is President and CEO of First Southwest Bank, a $550 million certified CommunityDevelopment Financial Institution (CDFI). He is also President of First Southwest Community Fund, a501c3 loan fund, and he is Co-founder of HelloBello.biz. In a unique way, these three entities... Read More →

Thursday June 13, 2024 11:00am - 12:15pm EDT
Breakout Room ABC

Interactive Breakout Session

11:45am EDT

Networking Lunch

Thursday June 13, 2024 11:45am - 1:15pm EDT
National Housing Center (NHC) Auditorium

Meal / Networking / Break

1:15pm EDT

Practitioner Workshops Break Out 1: Decoding the New CDFI Certification: Key Insights for Your Bank

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.

A sea change in the CDFI Certification rules is challenging every CDFI bank. Navigate the complexities of the new CDFI certification process with insights from banks that have successfully adapted. Learn the critical takeaways and strategies for meeting updated requirements to maintain or achieve certification.

Speaker

Everett White

Member, Sones & White

Everett is a founding member of Sones & White Consulting, a CDFI consulting firm exclusively serving community banks. Everett’s consulting practice focuses on providing strategic planning, grant writing, and compliance services to CDFI banks. Before forming Sones & White, Everett... Read More →

Sponsors

Sones & White

SWC is a leading Community Development Financial Institutions (CDFI) consulting firm for banks, representing over 70 community banks nationally. We assist them in understanding the unmet financial needs in their markets and developing strategies to meet those needs. We also help them... Read More →

Thursday June 13, 2024 1:15pm - 2:30pm EDT
Breakout Room ABC

Interactive Breakout Session

1:15pm EDT

Practitioner Workshops Break Out 2: Using Green Tax Credits to Benefit Your Bottom-Line

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

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 →

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 →

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

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

1:15pm EDT

Practitioner Workshops Break Out 3: Crafting Effective Special Purpose Credit Programs for Community Impact

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

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 →

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 →

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

2:30pm EDT

Break

Thursday June 13, 2024 2:30pm - 2:45pm EDT
National Housing Center (NHC) Auditorium

Meal / Networking / Break

2:45pm EDT

How Will the Greenhouse Gas Reduction Fund Transform the Community Development Finance Field?

Explore how the Greenhouse Gas Reduction Fund is set to transform community development finance. This session examines the fund's role in promoting sustainable investments and equitable growth, offering insights into leveraging these resources for impactful climate action.

Speakers: Jeannine Jacokes (CDBA) (Moderator), Jennifer Pryce (Calvert), Doug Sims (Justice
Climate Fund), Yusi Turell (Center for Impact Finance, University of New Hampshire)

Thursday June 13, 2024 2:45pm - 3:45pm EDT
National Housing Center (NHC) Auditorium

Keynote Speaker

3:45pm EDT

Wrap-Up & Adjournment

Thursday June 13, 2024 3:45pm - 4:00pm EDT
National Housing Center (NHC) Auditorium

CDBA Speaker