 |
|
Upcoming Event
Sponsored by the Community Affairs Offices of the Federal Reserve Bank of San Francisco and the Office of the Comptroller of the Currency.
Thursday, May 22, 2008
8:15 a.m. – Registration and Continental Breakfast
9:00 a.m. to 1:00 p.m.– Roundtable
Holiday Inn on the Bay
1355 North Harbor Drive, San Diego, CA 92101
Roundtable is for banker attendees only. There is no charge, but advanced registration is required. Space is limited.

Questions? Contact Melody Nava, Regional Manager, 213-683-2932 |
 |
| Event Description |
 |
The Roundtable is an association of financial institutions in Southern California. Its purpose is to enhance understanding and meet the requirements of the Community Reinvestment Act. Through participation in the Roundtables, financial institutions share their resources and knowledge to effectively ascertain and address community credit needs.
The theme of the spring Roundtable is A Historical Perspective of the CRA and the Achievements of the Last 20 Years. It is designed to attract members of the field with less than 5 years experience and is intended to give them a sense of the many accomplishments of bankers as well as a call to action for everyone to take a fresh look at previously unresolved issues and new and emerging ones. Who should attend? New and fairly new as well as seasoned veteran community development officers, lenders, compliance officers and other bankers looking to exchange ideas and opinions with prominent panelists.
| |
Roundtable Agenda |
| 8:15 a.m. |
Registration and Breakfast |
| 9:00 a.m. |
An Overview of the CRA
Melody Winter Nava, FRBSF |
| 9:30 - 10:30 a.m. |
Historical Perspective of the CRA: 1989 - 2008
Interviews with long-time community development banking leaders
| Moderator: |
Susan Howard, OCC |
| Panelists: |
Doug Bystry, Clearinghouse CDFI
Jim Yacenda, Federal Home Loan Bank
Jim Bliesner, San Diego City-County Reinvestment Taskforce
Bob McNeely, Union Bank of California |
|
| 10:30 - 11:15 |
Networking Break with Community Partners
California Economic Development Lending Initiative (CEDLI)
Just Price Solutions
Double Bottom Line Investors
Meridian Value Fund
San Diego Collaborative
CA Council on Economic Education (CCEE)
Junior Achievement
CDC Small Business Finance
|
| 11:15 - 11:45 |
Guest speaker: Barry Schultz, San Diego Collaborative |
| 11:45 - 12:45 |
Bankers Living in the Spirit of the CRA
A lively discussion among financial institutions that know how to meet community needs, achieve high CRA ratings and show positive results.
| Moderator: |
Melody Winter Nava, FRBSF |
| Panelists: |
Bob McGill, Neighborhood National Bank
Bob Taylor, Wells Fargo Bank |
|
| 12:45 p.m. |
Closing |
|
|
|
 |
|
 |
 |
|