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2004 Community Reinvestment Conference:
Spotlight
on Community Reinvestment
Opening
Remarks (PDF - 81KB)
Robert T. Parry, President and CEO, Federal Reserve Bank of
San Francisco
Keynote
Speech (PDF
- 57KB)
Charles Buki, Principal, czb LLC
CRA Compliance Training
Monday, 1:30 - 4:30 p.m.
An Overview of the CRA Examination Process
Carol Saccomonto, FDIC
Curt Wise, FRBSF
Preparing for your CRA Examination
Gilberto A. Cooper, FRBSF
John Gilliam, OCC
Robert Wirtz, FDIC
Tuesday, 8:30 - 11:30 a.m.
Lending Performance and the CRA Examination
Gilberto A. Cooper, FRBSF
Colleen Drown, OTS
Robert Wirtz, FDIC
Curt Wise, FRBSF
Tuesday, 1:30 - 4:30 p.m.
Performance Under the Investment and Service Tests
Gilberto A. Cooper, FRBSF
John Gilliam, OCC
Curt Wise, FRBSF
Wednesday, 8:30 - 10:00 a.m.
Limited Purpose/Wholesale Institutionsand the CRA
Carol Saccomonto, FDIC
Jane Shock, American Express Centurian Bank
Transitioning from the Small- to Large-Bank CRA Examination
Nick Parsons, Premier West Bank
Margaret Tyndall, FRB Chicago
CRA Best Practices
Justina Gamboa Arce, Valley Independent Bank
Dawn Coursey, First National Bank Alaska
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Community Development Investments
Monday, 1:30 - 4:30 p.m.
The Community Development
Investment Industry: What the Future Holds
Nancy Andrews, Low Income Investment Fund
James Carr, Fannie Mae Foundation
Cliff Rosenthal, National Federation of Community Development Credit
Unions
Ellen Seidman, Shore Bank
Treasury Essentials for CRA Professionals
Doug Fowler, Bank of the West
Bob Schweitzer, University of Delaware
Lee Winslet, Wells Fargo Bank
Tuesday, 8:30 - 11:30 a.m.
Survey of CRA Investment
Instruments
Frank Altman, Community Reinvestment Fund
Andy Kelman, Freddie Mac
Brian Schmidtt, Community Development Venture Capital Alliance
Alyssa Sibley, CRA Fund Advisors
Tuesday, 1:30 - 4:30 p.m.
The New Markets Tax Credit
Frank Altman, Community Reinvestment Fund
Dudley Benoit, JP Morgan Chase
Doug Bystry, Clearinghouse CDFI
Matt Josephs, CDFI Fund
Lisa Richter, National Community Investment Fund
Wednesday, 8:30 - 10:00 a.m.
Strategies for Success
on the Investment Test
Bob Kastellik, Key Bank
Dan Letendre, JP Morgan Chase
Kathy Swisstack, Office of the Controller of the Currency
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Emerging Issues in Community Development Lending
Monday, 1:30 - 4:30 p.m.
Innovative
Approaches in Single Family Housing Lending
Doug Bystry, Clearinghouse CDFI
Peggy Jones, Nehemiah Community
Reinvestment Fund
Liz Wills, Institute for Community Economics
Tuesday, 8:30 - 11:30 a.m.
New Strategies for Preserving
Affordable Housing
Blake Chambliss, Rural Community Assistance Corporation
Lynne Hansen, Low Income Investment Fund
Catherine Howard, Northern California Community Loan
Fund
Jeff
Wells, Lenders for Community Development
Tuesday, 1:30 - 4:30 p.m.
Underwriting Community
Facilities
Charter Schools
Susan Harper, Low Income Investment
Fund
Childcare Facilities
Noni
Ramos, Low Income Investment Fund
Healthcare Clinics
Scott Sporte,
NCB Development Corp.
Wednesday, 8:30 - 10:00 a.m.
Financing Tools
for Community
and Economic Development in Indian Country
Chester Carl, Navajo Housing Authority
Aneva Yazzie, ProTec Consulting
Community Development
Solutions to
Combat Predatory Lending
Elise Brown, National Housing Law Project
Bill Leland, Santa Cruz Community Credit Union
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Serving Untapped Markets
Monday, 1:30 - 4:30 p.m.
Analyzing
and Evaluating the Untapped Opportunity
Moderator: Lisa Richter, National Community
Investment Fund
Analyzing Data to Identify
Untapped Markets
Shelly Herman, MetroEdge
Maximizing the Market Opportunity
Keith Karem, Social Compact
Tapping
the Commercial Lending Opportunity
Betsy Zeidman, Milken Institute
Tuesday, 8:30 - 11:30
a.m.
Turning Investment and Service Activities Into New Customers
Making
a Connection with HeadStart
Brian Scrip, Westamerica Bank
Earned
Income Tax Credit
Norma Zumsteg, PNC Bank
Opportunities Beyond IDAs
Brian
Stewart,
Washington Mutual
Using ChexSystems to Transition the Unbanked
Jay Hiner, Nevada State Bank
Tuesday, 1:30 - 4:30 p.m.
Serving Immigrant
Communities
Moderator: James Ballentine, American Bankers Association
Alternative Outreach Channels
James Maloney, Mitchell
Bank
Building Institutional
Capacity
Lolita Sereleas, FUND Consulting
Enlisting Employers
Ron C. Rawson, Minotaur Group
Underwriting and Creditworthiness
Lori
Gay, Los
Angeles Neighborhood Housing Services
Wednesday, 8:30 - 10:00 a.m.
Alternative
Products for Unbanked and Underbanked Consumers
Moderator: Mary Dupont, Nehemiah Gateway CDC
Improving Digital
Access
David McConnell, One Economy Corporation
Working Wheels
Judith
Olsen, Pacific
Northwest
Bank
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Touring Los Angeles
Communities
Monday, 1:30 - 4:30 p.m.
Walking
and Transit Tour of Hollywood (PDF -
708KB)
Tuesday, 8:30 - 11:30 a.m.
Grand
Bus Tour of Los Angeles Communities (PDF
- 819KB)
Tuesday, 1:30 - 4:30 p.m.
Downtown
L.A. Revitalization Bus Tour (PDF -
1.5MB)
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