The forum is designed to reach all who are interested in the subject of community development investments; from the senior level banker to investment or finance staff, the seasoned CRA officer and, as well, CRA staff new to it all! 

We will start with a primer on the most prevalent investment vehicles in the market today and how they qualify under the CRA Investment test.  And we will look at how to properly “pitch” an investment to senior management to gain approval. 

From there we will explore ways to select and manage investments in turbulent times.  We will round out the agenda with a panel of seasoned industry experts who will discuss the implications of CRA reform on community development investments.

Breakfast and lunch will be served.