Conference Program
(PDF - 1.87MB) |
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Presentation (PDF) |
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Handout (PDF) |
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| Concurrent Sessions |
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| CRA Compliance Training |
Monday, March 31, 10:30- 12:00: |
| The “A to Z” on CRA Examinations |
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Lois Baxter, FDIC |
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Tim O’Donnell, OT |
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Mattie Trice, OCC |
Monday, March 31, 1:30 – 3:00: |
| Preparing for the Large Institution |
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| CRA Examination |
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Collen Drown, OTS |
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Greg Nagel, OCC |
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Maria Villanueva, FRB |
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Jeff Weiner, FDIC |
Monday, March 31, 3:30 – 5:00: |
| Preparing for the Intermediate Small or |
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| Small Institution CRA Examination |
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Lois Baxter, FDIC |
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Lisa DeClark, FRB |
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Neil Kwatinetz, OT |
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Tim O’Donnell, OTS |
Tuesday, April 1, 8:30-12:00: |
| Demystifying the Lending Test |
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Colleen Drown, OTS |
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Greg Nagel, OCC |
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Debra Pearlman, FDIC |
Tuesday April 1, 1:30- 3:00: |
| Serving and Investing in Your Community |
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David Meders, OTS |
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Debra Pearlman, FDIC |
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Maria Villanueva, FRB |
Tuesday April 1, 3:30-5:00: |
Excellence in CRA Program Management |
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Gordon Boerner, San Diego National Bank |
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Kathryn Williams, Homestreet Bank |
Wednesday, April 2, 8:30- 10:00: |
Advanced CRA Examination Issues |
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John Gilliam, OCC |
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Neil Kwatinetz, OTS |
Wednesday April 2, 10:30- 12:00: |
Limited Purpose/Wholesale CRA Examinations |
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Brad Hamerlee, FDIC |
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Greg Nagel, OCC |
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Bruno Siebach, Merrill Lynch Bank |
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| Community Development |
Monday, March 31, 10:30 – 12:00:
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Going Green in Community Development |
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| Madeline Fraser Cook, LISC |
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| Jonathan Klein, Citi Community Capital |
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Tracy Ericson, Wells Fargo CDC |
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| Nancy Pfund, DBL Investors |
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Monday, March 31, 1:30-3:00: |
Innovations in Financial Services: Strategies for Reaching Underserved Markets |
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| Sarah Gordon, Center for Financial |
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| Services Innovation |
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| James Maloney, Mitchell Bank |
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| Deborah C. Wright, Carver Bancorp, Inc. |
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Ellen Seidman, Shorebank Corporation |
Monday, March 31, 3:30 – 5:00: |
Innovations in Financial Services: Collaborative Approaches to Expanding Access to Financial Services |
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Kathryne Daniels, Bank of America |
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| Leigh Phillips, Office of the Treasurer of |
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| San Francisco |
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| Eloy Villafranca, FDIC |
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Ellen Seidman, Shorebank Corporation |
Tuesday, April 1, 8:30 – 10:00: |
Doing the “Undoable” Deal |
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Stephanie Turner, KeyBank |
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Elwood Hopkins, Emerging Markets, Inc. |
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| John Talmage, Social Compact |
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Tuesday, April 1, 10:00 – 12:00: |
Strategies for Economic Development: Small Business Lending |
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| Roberto Barragan, Valley Economic |
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| Development Center |
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| Debbie Fournier, Bank of the West |
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| Lisa Servon, Milano The New School for |
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| Management and Urban Policy |
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| Chris Sikes, Western Massachusetts Enterprise Fund |
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Tuesday, April 1, 1:30 – 3:00 : |
Understanding the Mortgage Foreclosures: Trends and Policy Issues |
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| Caryn Becker, Center for |
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| Responsible Lending |
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| Tom Cunningham, Federal Reserve Bank |
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| of San Francisco |
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| Kathleen Ryan, Federal Reserve Board |
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| of Governors |
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Tuesday, April 1, 3:30 – 5:00: |
Best Practices in Foreclosure Prevention |
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| Ronald Branch, JPMorgan Chase |
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| John Synder, Center for |
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| Foreclosure Prevention |
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| Zachary Urban, Colorado Homeownership |
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| Prevention Initiative |
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Wednesday, April 1, 8:30 – 10:00: |
Building Strong Partnerships with Nonprofit Organizations |
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| Nancy Brown, Charles Schwab Bank |
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| Cort Gross, Devine & Gong |
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| Norah McVeigh, Nonprofit Finance Fund |
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| Barry Newstead, Bridgespan |
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Wednesday, April 1, 10:30 – 12:00: |
Mitigating the Negative Impact of Foreclosures |
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Teresa Brice, Phoenix LISC |
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| Michelle Vojacek, City of St. Paul |
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| Steve Zuckerman, Self Help |
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| CRA Investments |
Monday, March 31, 10:30-12:00: |
Introduction to Basic Community Development Investments |
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| Dudley Benoit, JPMorgan Chase |
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| Andrew Kelman, Banc of America Securities |
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Theresa Stark, Federal Reserve Board |
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| Carl Wise, Alliant Capital |
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Monday, March 31, 1:30 – 3:00: |
Introduction to Advanced Community Development Investments |
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| Tracy Ericson, Wells Fargo CDC |
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Gloria Lee, Citi Community Capital |
Monday, March 31, 3:30-5:00:
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Introduction to Complex and Innovative Community Development Investments |
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| Mark Leitson, Sonnenschein Nath |
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| & Rosenthal LLP |
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Alva Diaz, Wells Fargo CDC |
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Cathy Dolan, Wachovia Bank |
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| Dudley Benoit, JPMorgan Chase |
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Tuesday, April 1, 8:30-10:00: |
How to Make Community Development Venture Capital Work |
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| Guillermo Borda, Banc of America |
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| Capital Access Funds |
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| Linda Davenport, CDFI Fund |
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| Penelope Douglas, Pacific Community |
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| Ventures |
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Tuesday April 1, 10:30-12:00:
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How to Invest in the New Markets Tax Credit Program |
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| Douglas Bystry, Clearinghouse CDFI |
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Charles Loveman, Heritage Housing Partners |
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| Matthew Reilein, JPMorgan Chase |
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| Rob Wasserman, US Bancorp CDC |
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Tuesday, April 1, 1:30-3:00: |
How to Sell Investments Inside the Bank |
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Susan Howard, Office of the Comptroller of the Currency |
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| Thomas Fitzgibbon, MB Financial CDC |
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Tuesday, April 1, 3:30-5:00: |
How to Assemble an Investment Strategy Using Off-the-Shelf Options |
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| Shari Barenbach, Calvert Foundation |
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| Barbara Boone. Alliance Bank of Arizona |
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| Lawrence Mondschein, CRA Funding |
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| David Sand, Access Capital Strategies |
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Wednesday, April 2, 8:30-10:00: |
Constructing Your Community Development Investment Portfolio: Balancing Risk, Profitability, and the CRA |
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| Cathy Dolan, Wachovia Bank |
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Dan Letendre, Merrill Lynch CDC |
Wednesday, April 2, 10:30- 12:00: |
Creating a Vibrant Secondary Market for Community Development Loans |
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| Frank Altman, Community Reinvestment Fund |
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| Laura Choi, Riverside Housing |
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| Development Corporation |
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David Erickson, Federal Reserve Bank of San Francisco |
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| National Community Development Lending School |
Only class presentations are currently available. Check back later for class handouts.
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Sunday, March 30, 3:30-5:00: |
Introduction to the Fundamentals of Community Development Training |
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Jeff Nugent, Development Training Institut |
Monday, March 31, 10:30 – 12:00: |
NCDLS Opening Session |
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Jeff Nugent, Development Training Institute |
Monday, March 31, 1:30-5:00: |
Basic Multi-family Rental Housing Financing |
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Alex Viorst, MMA Financial, LLC |
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Basic Commercial Real Estate Lending |
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Eve Ryan, Wachovia Bank |
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Community Facilities Financing |
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Cathy Niederberger, PNC Bank |
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| Small Business Lending |
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Andrew Gordon, MultiBank CDC |
Tuesday, April 1, 8:30-12:00: |
Advanced Multi-family Rental Housing Financing |
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Alex Viorst, MMA Financial, LLC |
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| Single Family Affordable Housing Financing |
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Sue Groebe, TRG Affordable Housing, LLC |
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| Small Business Lending |
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Andrew Gordon, MultiBank CDC |
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| Childcare/Charter School Facility Financing |
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Jon Dempsey, Low Income Investment Fund |
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Amber Carter, Low Income Investment Fund |
Tuesday, April 1, 1:30-5:00: |
Basic Multi-family Rental Housing Financing |
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Alex Viorst, MMA Financial, LLC |
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| Single Family Affordable Housing Financing |
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Sue Groebe, TRG Affordable Housing, LL |
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Advanced Commercial Real Estate Lending |
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Alex Viorst, MMA Financial, LLC |
Wednesday, April 2, 8:30 – 10:00: |
The New Face of Community Lending |
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Eve Ryan, Wachovia Bank |
Wednesday, April 2, 10:30 – 12:00: |
Underwriting the Nonprofit Organization |
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Cathy Niederberger, PNC Bank |
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| Community Tours |
Tuesday, April 1, 8:30 – 12:00: |
| Commercial Corridor Revitalization |
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Tuesday, April 1, 8:30 – 12:00: |
| Addressing Chronic Homelessness |
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Tuesday, April 1, 1:30 – 5:00: |
| Asset Building in Immigrant Communities |
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Tuesday, April 1, 1:30 – 5:00: |
| Childcare and Charter School Facilities |
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Tuesday, April 1, 1:30 – 5:00: |
| Community Development Venture Capital |
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