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Archive of Event Handouts and Materials
The Community Development department of the
Federal Reserve Bank of San Francisco sponsors and develops
workshops and conferences on community development issues
throughout the year. The archive below contains handouts,
links, and reference materials from these events. Be sure
to check back frequently as new meetings are added to the
archive.
Community Land Trust Forum
Los Angeles
November 16, 2006
The Federal Reserve Bank of San Francisco hosted its first
Community Land Trust (CLT) Forum in Los Angeles. In addition
to providing a better understanding of CLTs as affordable
housing alternatives, the forum also featured best practices
from banks and local organizations experienced in Community
Land Trusts. For additional information, contact Melody
Winter Nava at 213-683-2932.
Materials:
Agenda (PDF
- 149KB)
What
is a Land Trust? (PDF
- 393KB)
Land
Trust Herald Tribune Editorial (PDF
- 681KB)
Community
Land Trusts & Fannie Mae (PDF
- 978KB)
Community
Land Trusts & Washington Mutual (PDF
- 867KB)
What
is the Community Foundation Land Trust? (PDF
- 167KB)
Why
a Land Trust for Irvine? (PDF
- 111KB)
Figueroa
Corridor Community Land Trust (PDF
- 931KB)
A
Tale of Three Land Trusts (PDF
- 13KB)
CRA Roundtables
Los Angeles & San Diego
November 8 and 29
The Federal Reserve Bank of San Francisco and the Office
of the Comptroller of the Currency cosponsored two Southern
California CRA Roundtables focused on Community Development
Investments and the CRA Investment Test. Participants discussed
the most prevalent forms of investments in the market today
and ways that bankers and regulators treat them in evaluating
CRA compliance. The Opportunity Finance Network closed both
events with a special presentation on its CDFI rating system,
CARS. For additional information, contact Melody
Winter Nava at 213-683-2932.
Materials:
Los Angeles Agenda, November
8 (PDF
- 153KB)
San Diego Agenda,
November 29 (PDF
- 152KB)
Community Development
Investments & the CRA Investment
Test (PDF
- 84KB)
Community Investments,
Union Bank (PDF
- 54KB)
Community Investments, Mellon
1st Business Bank (LA only) (PDF
- 82KB)
Community Investments, US
Bank (San Diego only) (PDF
- 111KB)
CRA Exam Practicalities (PDF
- 115KB)
CARS: A New Vehicle for CDFIs & Investors (PDF
- 94KB)
Exploring the Valley's Unbanked
Opportunity
Fresno, CA
November 14, 2006
Exploring the Valley's Unbanked Opportunity was a forum
designed to examine the unbanked market opportunity in the
Central Valley and highlight strategies that may be effective
in transitioning the unbanked into a banking relationship.
This forum emphasized practical solutions focused on the
products, policies, and programs that can help financial
institutions gain new customers. For additional information,
please contact Lena
Robinson at (415) 974-2717.
Materials:
Agenda (PDF -
2.33MB)
Speaker Biographies (PDF
- 97KB)
Financial Access
for Immigrants (PDF - 510KB)
Lessons
Learned from Bank Pilots (PDF - 329KB)
Distributing
Prepaid Debit Cards through Worker Centers (PDF
- 49KB)
The
Regulatory Environment for Remittances (PDF - 77KB)
Additional
Resources (PDF - 13K
United Way of Greater Los Angeles "Linking
Asset Building Strategies
in Los Angeles County"
Los Angeles, CA
November 2, 2006
The Federal Reserve Bank of San Francisco and Citibank hosted
a special forum of the United Way of Greater Los Angeles
called “Linking Asset Building Strategies in Los Angeles
County.” This workshop addressed new ways to better
advance financial education and literacy and connect them
to personal and tax savings programs. The purpose the forum
was to build a better understanding of the asset building
landscape in Los Angeles County among providers and funders
and to identify gaps in products and services. United Way
of Greater Los Angeles has been a coordinating entity for
asset building in Greater Los Angeles, and input at the forum
was critical as United Way seeks to strengthen and expand
its asset building network and movement in L.A. by working
with a wide range of partners.
Materials:
Forum Overview
Presentation (PDF - 205KB)
Citibank/MAOF
Financial Literacy Project Presentation (PDF
- 60KB)
Tax
Preparation and Family Tax Credits Presentation (PDF
- 89KB)
IDA Programs
in LA County Presentation (PDF - 125KB)
Farmworker Housing Forum, Kelso, WA September 26,
2006
Materials:
Kelso Farmworker
Housing Forum Agenda (PDF - 26KB)
Employer Assisted Homeownership Benefits Forums
Materials:
Tacoma
Agenda (PDF - 24KB)
Bellevue
Agenda (PDF - 25KB)
Lynnwood
Agenda (PDF - 24KB)
Portland
Agenda (PDF - 24KB)
Aaron
Hoard (PPT - 92KB)
Seattle
Employer Forum (PPT - 1.67MB)
2006
Assets Learning Conference: A Lifetime of Assets
Phoenix, AZ
September 19-21, 2006
As the asset building field moves forward,
research plays an increasingly important role in helping
to both measure our impact and spur innovation. The research
sessions presented at the 2006 Assets Learning Conference—A
Lifetime of Assets examined key questions in the field
and reflected the growing diversity of asset building topics.
From understanding the balance sheets of low-income families
to analyzing the effectiveness of children's savings accounts,
the research sessions all presented new findings that can
lead us to develop better asset building policies, programs,
and products.
View/download
materials
Washington CRA Roundtable, September
7, 2006
Materials:
Agenda (PDF
- 11KB)
Immigrant and
Refugee Communities in Washinton (PDF - 130KB)
Hispanic
Purchasing Power (PDF - 381KB)
HFHWA
Sample Needs and Opportunities (PDF - 231KB)
HFHWA
Local Affiliate Contact Information (PDF
- 96KB)
Regional Advisory Councils
Materials:
Objectives (PDF - 24KB)
CRA Roundtable
Tucson, AZ
August 11, 2006
The Federal Reserve Bank of San Francisco and the Office
of the Comptroller of the Currency co-sponsored this CRA
Roundtable at which bankers and community groups convened
to discuss the "unbanked." Participants also learned
about partnership opportunities for banks to help low- and
moderate-income consumers build and retain assets within
the financial mainstream. For more information, contact Jan
Bontrager at 520-275-9687 or via email.
Materials:
Agenda (PDF
- 22KB)
Southwest
Center for Southwest Center for Economic Integrity Economic
Integrity Presentation (PDF
- 124KB)
Get CheckingTM (PDF
- 143KB)
Reaching
the Unbanked Market (PDF
- 750KB)
Registration Flyer
(PDF - 27KB)
Small
Business Resources (PDF
- 183KB)
Don't
Borrow Trouble (PDF
- 373KB)
Expanding Suppliers, Increasing
Opportunity
San Francisco, CA
August 3, 2006
The Federal Reserve Bank of San Francisco and the Office
of the Comptroller of the Currency cosponsored "Expanding
Suppliers, Increasing Opportunity," a supplier diversity
symposium that allowed participants to share effective practices
in creating and managing a successful supplier diversity
program. Speakers discussed the process and value of increasing
access to their corporate supply chain for small, minority,
women, disadvantaged and disabled-veteran-owned businesses.
In terms of economic development, small firms comprise a
majority of businesses and provide significant employment
opportunities. By developing linkages with a variety of firms,
large corporations support economic vibrancy in all communities.
For financial institutions, a supplier diversity program
also represents increased lending opportunities to small
business, which is a CRA-eligible activity. For additional
information, please contact Lena Robinson at
(415) 974-2717.
Materials:
Agenda (PDF
- 103KB)
OCC Advisory
Letter (PDF - 63KB)
Best
Practices (PDF - 1.33MB)
Engaging the
Boardroom (PDF - 410KB)
Questions and Answers
on Supplier Diversity (PDF - 315KB)
Opening Remarks
by Barry Wides (PDF
- 14KB)
CRA Roundtable
San Diego, CA
June 21, 2006
On June 21, 2006, the Federal Reserve Bank of San Francisco
and the Office of the Comptroller of the Currency sponsored
a CRA Roundtable at which 30 bankers and community groups
convened to discuss the topics of the San Diego Capital Collaborative
funds, an effective Financial Literacy taskforce of San Diego
Unified Schoools, an Online Microenterprise Loan Referral
Network known as iCAN, an update from Accion San Diego, and
a Demographic Profile presented by SANDAG, the San Diego
Association of Governments. For additional information, contact Melody
Winter Nava at 213-683-2932.
Materials:
Agenda (PDF - 37KB)
iCan Network Presentation (PDF
- 1.15MB)
SANDAG Presentation (PDF -
3.58MB)
Speaker Biographies (PDF
- 69KB)
Bank on San Francisco is a joint effort of the Office of
the Mayor, the Office of the Treasurer, and the Federal Reserve
Bank of San Francisco. The goal is to bring 10,000 of the
estimated 50,000 unbanked individuals in San Francisco into
the financial mainstream by helping them to open a low-cost,
starter bank account.
To accomplish this goal, we are turning to the financial
institutions in the city to demonstrate leadership and to
help remove the barriers that low-income families face in
opening a bank account.
Steering committee members:
Lena Robinson,
Federal Reserve Bank of San Francisco
(415) 974-2717
David Augustine,
San Francisco City Treasurer's Office
(415) 554-7601
Ben Mangan, EARN
(415) 217-3662
June 15, 2006 Meeting
Materials:
Agenda (PDF - 28KB)
Financial Training Presentation (PDF
- 22KB)
Product Sheet (PDF
- 26KB)
Required Product
Featured Agreement (PDF - 12KB)
Tagline Survey
Results (PDF - 57KB)
Outreach Strategy (PDF
- 27KB)
January 20, 2006 Meeting
Materials:
Agenda (PDF - 57KB)
Working Families Credit (PPT
- 8.8 MB)
Bank on San Francisco (PPT
- 464 KB)
Marketing Bank on San
Francisco (PPT - 1.13 MB)
December 2, 2005 Meeting
Materials:
FAQ (PDF
- 57KB)
December 2 meeting agenda (PDF
- 22KB)
Innovations in serving unbanked
consumers (PPT - 642 KB)
Understanding the Unbanked
Market in San Francisco (PDF - 1.32MB)
CRA Roundtable
Los Angeles, CA
June 14, 2006
The Federal Reserve Bank of San Francisco and the Office
of the Comptroller of the Currency sponsored a CRA Roundtable
at the FRB Los Angeles branch at which 45 bankers and community
groups convened to discuss effective Financial Literacy Programs,
Online Microenterprise Loan Referral Networks, and an alternative
community financial institution. For additional information,
contact Melody Winter
Nava at 213-683-2932.
Materials:
Agenda (PDF -
28KB)
Speakers Bios (PDF
78KB)
Small
Business Loan Portal Presentation (PPT - 324KB)
iCan Network Presentation (PPT
- 2.35MB)
Junior Achievement
Presentation (PPT - 9.44MB)
Business Resource Group "LA
Metro Community Forum"
Los Angeles, CA
May 9, 2006
The LA Metro Community Credit Forum,
which was hosted by Federal Reserve Bank of San Francisco
and facilitated by the Business Resource Group, brought together
committed financial institutions, lenders, banking regulators,
local government, public policy advocates, credit bureaus,
academic institutions, and representatives of several business
sectors to examine challenges and support the development
of an actionable region-wide strategy to help small businesses
enhance their creditworthiness and build wealth. The agenda
included an examination of common credit challenges to small
businesses, regional program and resource gaps, and ways
to achieve measured impact in the small business community.
The outcome of the event was a commitment to create a series
of workshops to define measures of success and to identify
programs and networks that support small business improvement.
For additional information, contact Melody
Winter Nava at 213-683-2932.
Materials:
Agenda (PDF
- 164KB)
CEDLI
Presentation (PPT - 119KB)
Southern
California Minority Business Atlas (PPT - 938KB)
Milken Institute Presentation (PDF
- 80KB)
First-Time Homebuyer Forum
Baker City, Oregon
May 9, 2006
Focusing on first-time homebuyers is a great source of business
for lenders and realtors. This forum prepared participants
to better overcome the challenges first-time homebuyers face
and to develop them as life-long clients. This seminar covered:
- Below-market rate home loans
- Homebuyer education and counseling
- Down payment and closing cost assistance programs
- Unique rural mortgage programs
Please contact Craig
Nolte for more information.
Affordable Homeownership Forum
Tacoma, Washington
May 3, 2006
This special luncheon was held to discuss recent affordable
housing trends in Washington. Participants learned about
the Washington Homeownership Center and discussed how it
can assist lenders, government agencies, nonprofit organizations,
and others involved affordable housing ensure that low- and
moderate-income households still have access to homeownership.
Please visit the Washington
Homeownership Center’s website for more information
on their programs.
Idaho Compliance and Community Development Roundtable
Boise, Idaho
May 2, 2006
How can your bank promote financial education in your community?
How can your bank provide the unbanked and previously-banked
individuals access to checking accounts?
How can your promote affordable housing through area employers?
What are the current regulatory concerns related to the Bank
Secrecy Act and Regulation B?
Compliance and CRA officers discussed these and other questions
at the Compliance and Community Development Roundtable on
May 2, 2006. Please contact Craig
Nolte for more information.
Materials:
Agenda (PDF
- 74KB)
Get Checking A
National Initiative: Providing Access to Mainstream Financial Services (PPT
- 473KB)
Nonbank Financial Institutions (PPT
- 681KB)
Economic and Financial
Education Across Idaho(PPT - 67KB)
Washington CRA Roundtable
Seattle, Washington
April 27, 2006
CRA officers were invited to this Roundtable to learn about
two community development opportunities:
Improving Access to Mainstream Financial Services
Get Checking can help banks assist unbanked and previously
banked individuals establish a primary bank relationship
to obtain a savings or checking account. While Get Checking
is a national program that has proven to be effective,
it is not widely offered in Washington State. A number
of presenters were on hand to help area banks understand
how to support the program and gain new accounts:
Kelli Port, Financial Skills Coordinator, Fremont Public
Association
Pam Gates, Housing Counseling Program Manager, Fremont Public
Association
Linda Taylor, Executive Director, Urban League of Greater
Seattle
Charlie Helms, Executive Director, Consumer Credit Counseling
Northwest
Ray Mooney, CRA Officer, Sterling Savings Bank
Materials:
Get Checking Presentation(PowerPoint
- 469KB)
Support Washington Microenterprise Development
Participants were invited to learn about The Washington State
Microenterprise Association’s (WSMA) new strategy
to support Washington microentrepreneurs. Presenters highlighted
the natural link between the work of microenterprise development
organizations and community development professionals at
banks:
Eric Loewe, Executive Director, Spokane Neighborhood Economic
Development Alliance
Andrea Dimond, President, Washington State Microenterprise
Association
Janine Summy, Business Coordinator, Stone Soup
Materials:
Washington State Microenterprise
Association Presentation (PowerPoint
- 277KB)
Affordable Homeownership Forum
Vancouver, Washington
April 26, 2006
This special luncheon was held to discuss recent affordable
housing trends in Washington. Participants learned about
the Washington Homeownership Center and discussed how it
can assist lenders, government agencies, nonprofit organizations,
and others involved affordable housing ensure that low- and
moderate-income households still have access to homeownership.
Please contact Craig Nolte for more information.
Materials:
Presentation by Tom Cusack (PowerPoint
- 99KB)
Presentation by Jeff Caden (PowerPoint
- 385KB)
Farmworker Housing Forum
Mount Vernon, Washington
April 20, 2006
Civic officials, growers, farmworker labor representatives,
farmworker housing developers, lenders, Realtors, and other
housing industry professionals attended this special forum
to share ideas on how we can meet the housing needs of Washington
State farmworkers. Of main interest were the purpose and
goals of the Washington
State Farmworker Housing Trust (“The Trust”)
and its effort to survey 2,400 farmworkers across the state
of Washington regarding housing and health needs. The Trust
could have a significant, positive impact on improving housing
conditions and meeting the health needs of low-income farmworkers
across the state and provide direct support to the agricultural
industry in Washington by creating decent housing for a stable
and healthy workforce.
The Trust is a new 501(c)(3) nonprofit created through the
leadership of Senator Patty Murray to seek and secure new
capital funding and promote initiatives to meet the need
for affordable, safe and stable housing for Washington State’s
agricultural workers. Led by a diverse 16-member board made
up of grower representatives, farmworker labor representatives,
developers, owners and managers, farmworker advocates and
other stakeholders, the Trust is launching this survey to
better define the breadth and scope of the need for farmworker
housing in Washington State.
Microfinance and Beyond: Microfinance's Contribution
to Local and Global Economic Development
Los Angeles, California
April 19 - 20, 2006
The Federal Reserve Bank of San Francisco cosponsored the
USC conference "Microfinance and Beyond: Microfinance's
Contribution to Local and Global Economic Development.” Hosted
by the Center for Global Business Excellence at the USC Marshall
School of Business, the conference was the first ever national
or international convening in the Los Angeles area on the
subject of microfinance. The event drew more than 25 domestic
and world experts and an audience of 250 participants for
demonstrations and discussion of "best practice" microfinance
models. The targeted audience was local and national lending
institutions, nongovernmental organizations, and city and
state economic development agencies.
Featured speakers included:
Muhammad Yunus, Grameen Bank
Robert Annibale, Citigroup
Jan Piercy, Shorebank Corporation
John Bryant, Operation Hope
Catherine Marshall, CAMEO
Linda Smith, FAME Renaissance
Connie Evans, Women's Self-Employment Project (WSEP)
For more information on the event and to access speaker
presentation, please visit the Marshall
School of Business website.
Oregon Asset Building Convergence
Portland, Oregon
April 11-12, 2006
The first ever Oregon Asset Building Convergence brought
together a diverse group of people working in the asset-building
field—representing nonprofit organizations, financial
institutions, community action groups, government agencies,
and elected officials. The Convergence allowed attendees
to learn about a multitude of issues related to asset building,
including best practices, policy directions, and new research
findings. Most importantly, it allowed participants to network
and share ideas, challenges, and successes. Please visit
The Neighborhood Partnership
Fund's website for more information on asset building
programs in Oregon.
Materials:
Agenda (PDF
- 135KB)
Oregon CRA Roundtable
Portland, Oregon
April 11, 2006
CRA officers participated in this special Oregon CRA Roundtable
Luncheon prior to the Oregon Asset Building Convergence.
Participantes shared ideas on how to collaborate with Oregon
Regional Housing Centers to make more mortgage loans, particularly
to LMI individuals, and how to help connect homeownership
centers with IDA and other programs to assist LMI individuals.
Please contact Craig
Nolte for more information.
2006 Real Estate Symposium:Trends and Best Practices
for Homeownership in Oregon
Eugene, Oregon
March 30, 2006
Industry professionals took a detailed look at homeownership
opportunities in Oregon and discussed best practices, industry
trends and financial tools to assist homeownership. Presented
by the Federal Reserve Bank of San Francisco in cooperation
with The Homeownership Center of Lane County, operated by
the Neighborhood Economic
Development Corporation (NEDCO).
A panel of experts fielded questions relating to homeownership,
real estate and mortgage activity:
Scott Taylor, Commissioner, Oregon Real Estate Division
Tim Spencer, Mortgage Lender Section, Oregon Department of
Finance
Craig Nolte, Federal Reserve Bank of San Francisco
Sandy Halonen, Executive Director NEDCO, Homeownership Center
of Lane County
Jeremy Starr, President, Oregon Association of Realtors
For more information, please contact Bob Hyatt of NEDCO
at (541) 345-7106 or email Craig
Nolte
California Community Reinvestment Initiative (CCRI)
San Bernardino and Fresno, California
Fall 2005 and Winter 2006
In the fall of 2005 and winter of 2006, the Federal Reserve
Bank of San Francisco and the Office of the Comptroller of
the Currency sponsored a four-part capacity building training
program of the California Community Economic Development
Association (CCEDA) in two cities: San Bernardino in the
Inland Empire, and Fresno in the Central Valley. The program,
entitled the California Community Reinvestment Initiative
(CCRI), was created to deliver to nonprofit affordable housing
developers, community lenders, and county and city community
economic development agencies the requisite knowledge and
tools to create a framework for community revitalization.
In the Inland Empire the training was cosponsored by the
County of San Bernardino, Economic and Community Development
Agency. The attendees were taken through a series of modules
covering the four stages of revitalization:
- Community Assessment - the evaluation of economic, physical
and social infrastructure;
- Community Diagnosis - the evaluation of strengths and
weaknesses in transitional markets (neutral, positive or
negative);
- Revitalization Strategies - the identification of resources,
locations, projects and programs; and
- Tools - community development tools (real estate development,
services and programs) and the access to funding.
Ralph Lippman and Glenn Sanada of CCEDA facilitated the
instruction in conjunction with a series of guest speakers
which included Charles Buki, a leading urban planning and
neighborhood development expert, and a number of community
lenders from each locale.
Materials:
Training Manual (PPT -
1.40MB)
CCEDA Presentation- Overview (PPT
- 17.25MB)
CCEDA Presentation- Underwriting
and Financial Structuring for Real Estate (PPT - 1.06MB)
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| Over six hundred bankers, policy-makers,
community development practitioners, and academics attended
the biennial 2006 National Community Reinvestment Conference
held in Las Vegas, Nevada from March 19 to March 22.
The four-day event was co-sponsored by the Federal Reserve
Bank of San Francisco, the Office of the Comptroller
of the Currency, the Office of Thrift Supervision, and
the Federal Deposit Insurance Corporation. The conference
offered panel discussions and breakout sessions led by
industry leaders in community development strategy, CRA
compliance, and community development finance.
Event Info: March 19-22, 2006
Conference Agenda (PDF
- 194KB)
Materials |
|
Local Investment in Child
Care (LINCC) Symposium
For more information, contact Lena
Robinson |
| These symposia brought together child
care practitioners, funders, and government planners
to share best practices on efforts to integrate child
care and economic development.
Event info: San Francisco, CA (February 2006)
Materials from the 2006 Symposium can be accessed
on LINCC's
website.
Please also visit the Building
Child Care Project website for more information.
Materials from the 2004 Symposium (June 2004): |
Agenda (PDF
- 96KB)
Alameda
County LINCC (PDF - 57KB)
Business
Skills Training (PDF - 44KB)
Land
Use Policies (PDF - 124KB)
Land
Use Policies 2 (PDF - 70KB)
LINCC
20 Step Timeline (PDF - 145KB)
Mercy
Housing Case Study (PDF - 21KB)
NEDLC
Economic Impact Report (PDF - 208KB)
Vista
Verde Case Study (PDF - 37KB)
What
Is LINCC? (PDF - 33KB)
2005 Archives
2004 Archives
2003 Archives |
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