Conference Program
(PDF - 193KB) |
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All presentations are PDF files. |
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| Concurrent Sessions |
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| CRA Compliance Track |
| Monday, March 15 |
10:30- 12:00 |
The “A to Z” on CRA Examinations Process |
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Cathy Seiler, Office of the Comptroller of the Currency |
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David Meders, Office of Thrift Supervision |
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Christiane DeLay, Federal Reserve Bank of San Francisco |
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Denise Hudson, Federal Deposit Insurance Corporation |
1:30 – 3:00 |
Large Institution CRA Examination |
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Rob Birnbaum, Office of the Comptroller of the Currency |
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Neil Kwatinetz, Office of Thrift Supervision |
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Roy Durnal, Federal Deposit Insurance Corporation |
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Kelly Walsh, Federal Reserve Bank of San Francisco |
3:30 – 5:00 |
Intermediate Small or Small Institution CRA Examination |
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Lillian Fanning, Office of the Comptroller of the Currency |
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Roy Dickinson, Office of Thrift Supervision |
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David Sharp, Federal Deposit Insurance Corporation |
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Christiane DeLay, Federal Reserve Bank of San Francisco |
| Tuesday, March 16 |
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8:30-10:00 |
Model CRA Activities |
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George Yen, Office of Thrift Supervision |
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Kelly Walsh, Federal Reserve Bank of San Francisco |
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Roy Durnal, Federal Deposit Insurance Corporation |
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Doug Jackson, Regions Financial Corporation |
10:30 – 12:00 |
Serving and Investing in Your Community |
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Mattie Trice, Office of the Comptroller of the Currency |
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George Yen, Office of Thrift Supervision |
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Denise Hudson, Federal Deposit Insurance Corporation |
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Lisa DeClark, Federal Reserve Bank of Minneapolis |
1:30 – 3:00 |
Excellence in CRA Program Management |
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Katie Garlington, Central State Bank |
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Lela Wingard, JPMorgan Chase |
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Lisa DeClark, Federal Reserve Bank of Minneapolis |
3:30 – 5:00 |
Advanced CRA Examination Issues |
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Pat Hartje, Office of the Comptroller of the Currency |
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Neil Kwatinetz, Office of Thrift Supervision |
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David Sharp, Federal Deposit Insurance Corporation |
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Gary Clayton, Federal Reserve Bank of Atlanta |
| Wednesday, March 17 |
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8:30 – 10:00 |
Limited Purpose/Wholesale CRA Examinations |
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Mattie Trice, Office of the Comptroller of the Currency |
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David Meders, Office of Thrift Supervision |
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Denise Hudson, Federal Deposit Insurance Corporation |
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Gary Clayton, Federal Reserve Bank of Atlanta |
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| CD Investments Track |
| Monday, March 15 |
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1:30 – 3:00 |
Investments 101A: Introduction to Tax Credit Investments |
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| Thomas FitzGibbon, MB Financial Bank |
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| Jonathan Kivell, United Bank |
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Rosa Martinez, Community Development Financial Institutions Fund |
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Download the CRA Investment Handbook |
3:30 – 5:00 |
Investments 101B: Introduction to Other Investment Vehicles |
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| Thomas FitzGibbon, MB Financial Bank |
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| Jonathan Kivell, United Bank |
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| Rachel Firschein, Oppenheimer & Co. |
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| Tuesday, March 16th |
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8:30 – 10:00 |
Anatomy of a Deal: How to Manage Investments in a Recessionary Period |
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Susan Harper, Bank of America/Merrill Lynch |
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Paul Weech, Housing Partnership Network and Stewards of Affordable Housing for the Future |
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Doug Bystry, Clearinghouse CDFI |
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Daniel Nissenbaum, Goldman Sachs |
10:30 – 12:00 |
Investing through Intermediaries |
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Barbara VanScoy, CRA Qualified Investment Fund |
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David Sand, Access Capital Strategies |
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Penelope Douglas, Pacific Community Ventures |
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Saurabh Narain, National Community Investment Fund |
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David Erickson, Federal Reserve Bank of San Francisco |
1:30 – 3:00 |
GO Zone Allocations and Investments |
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Cliff Kenwood, American Community Renewable Energy Fund |
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Scott Scheffy, Capital One Bank |
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Michael Johnson, Advantage Capital |
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Debbie La Franchi, National New Markets Fund |
3:30-5:00 |
Measuring Financial and Social Return: A Case Study on CARS |
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Paige Chapel, Opportunity Finance Network |
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Trinita Logue, Illinois Facilities Fund |
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Carla Dickstein, Coastal Enterprises, Inc. |
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Janneke Ratcliffe, UNC Chapel Hill |
| Wednesday, March 17th |
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8:30 – 10:00 |
Building and Managing an Investment Portfolio for Large and Intermediate Institutions |
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Cathy Dolan, Wells Fargo |
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Robert Wasserman, US Bank |
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Dudley Benoit, JPMorgan Chase |
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Jim Baek, Deutsche Bank |
10:30-12:00 |
The Future of the CRA Investment Test |
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Mark Willis, Ford Foundation |
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John Olson, Federal Reserve Bank of San Francisco |
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Fred Mendez, Rabobank |
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John Taylor, National Community Reinvestment Coalition |
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| Community Development Track |
| Monday, March 15th |
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10:30 – 12:00 |
Building an Inclusive Green Economy |
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Anne Claire Broughton, SJF Advisory Services |
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Melissa Bradley, Green for All |
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Grace Fricks, Appalachian Community Enterprises |
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Nancy Pfund, DBL Investors |
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Community Development Lending after Hurricanes Katrina and Rita |
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William Bynum, Enterprise Corporation of the Delta |
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Julius Kimbrough, Liberty Bank and Trust |
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Mignhon Tourne, ASI Federal Credit Union |
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Janie Barrera, ACCION Texas-Louisiana |
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Janet Woodka, Office of the Federal Coordinator for Gulf Coast Rebuilding |
1:30 – 3:00 |
Innovations in Neighborhood Revitalization |
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Valerie Piper, Annie E. Casey Foundation |
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Mihailo Temali, Neighborhood Development Center |
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Ted Howard, The Democracy Collaborative |
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Ashleigh Gardere, JPMorgan Chase |
3:30 – 5:00 |
CRA in Rural Communities |
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Ariel Cisneros, Federal Reserve Bank of Kansas City – Denver Branch |
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Jerry Rickett, Kentucky Highlands Investment Corporation |
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Diana Pfister, Dacotah Bank |
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Maria Valandra, First Interstate Bank |
| Tuesday, March 16th |
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8:30 – 10:00 |
Behavioral Economics: Implications for Financial Services and Education |
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Julian Jamison, Federal Reserve Bank of Boston |
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Amy Brown, Ford Foundation |
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Caitlyn Brazill, New York City Office of Financial Empowerment |
10:30 – 12:00 |
Collaborative Approaches for Improving Access to Banking |
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Louisa Quittman, U.S. Department of the Treasury |
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Dennis J. Campa, Annie E. Casey Foundation |
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Kat Taylor, OneCalifornia Bank & OneCalifornia Foundation |
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Ammar Askari, Marshall & Ilsley Bank |
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Post-Foreclosure Recovery: Rebuilding Neighborhoods |
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Chris Pahule, Sacramento Housing and Redevelopment Agency |
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Michael Grover, Federal Reserve Bank of Minneapolis |
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Debra Reyes, Neighborhood Lending Partners |
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Joseph Robertson, Fannie Mae |
1:30 – 3:00 |
Post-Foreclosure Recovery: Rebuilding Lives |
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Sheri Powers, Unity Council |
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Miguel Gutierrez, Fannie Mae |
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Nina Fedele, Social Serve |
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Tom Quinn, FICO |
3:30 – 5:00 |
Innovations in Affordable Housing |
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Shannon Nazworth, Florida Supportive Housing Corporation |
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Robert Dowling, Community Home Trust |
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Stacey Epperson, Frontier Housing |
| Wednesday, March 17 |
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8:30 – 10:00 |
Stimulating Economic Development in Distressed Communities |
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Lena Robinson, Federal Reserve Bank of San Francisco |
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Phyllis Cassidy, Good Work Network |
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Clint Gwin, Southeast Community Capital |
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Stanley Tom, Valley Small Business Development Corporatio |
10:30 – 12:00 |
Leveraging Federal Resources for Community Development |
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Lisa Richter, GPS Capital Partners |
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Kalima Rose, PolicyLink |
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Greg Bischak, Community Development Financial Institutions Fund |
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Joseph Firschein, Federal Reserve Board of Governors |
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| National Community Development Lending School |
NCDLS Pre-Conference Session: Introduction to the Fundamentals of Community Development Financing
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Sunday, March 14 3:30-5:00 |
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Jeff Nugent, The Center for Leadership Innovation |
| NCDLS Opening Session |
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Monday, March 15th, 10:30-12:00 |
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Jeff Nugent, The Center for Leadership Innovation |
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Thomas FitzGibbon, MB Financial Bank |
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| Multifamily Affordable Rental Housing Financing |
Basic: |
Monday, March 15th, 1:30-5:00 |
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Wednesday, March 17th, 8:30-12:00 |
Advanced: |
Tuesday, March 16th, 8:30-12:00 |
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Alex Viorst, Prudential Mortgage Capital Company |
| Underwriting the Nonprofit Organization |
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Monday, March 15th, 1:30-5:00 |
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Tuesday, March 16th, 1:30-5:00 |
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Cathy Niederberger, PNC Bank |
| Child Care and Charter School Facility Financing |
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Tuesday, March 16th, 1:30-5:00 |
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Claudia Lima and Hannah Blitzer, Low Income Investment Fund |
| Small Business Lending |
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Monday, March 15th, 1:30-5:00 |
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Tuesday, March 16th, 1:30-5:00 |
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Andrew Gordon, Arizona MultiBank CDC |
| Understanding Microfinance |
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Tuesday, March 16th, 8:30-12:00 |
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Anne Haines Yatskowitz, ACCION New Mexico – Colorado – Arizona |
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Roberto Barragan, Valley Economic Development Center |
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Susan Winstead, Bank of America |
| Advanced Session: Underwriting for Green Multifamily Development |
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Tuesday, March 16th, 8:30-12:00 |
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Wednesday, March 17th, 8:30-12:00 |
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Lisa Michelle Galley and George Vavaroutsos, Galley Eco Capital LLC |
| Special Seminar: Innovation as the New Norm! |
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Wednesday, March 17th, 8:30-10:00 |
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Jeff Nugent, The Center for Leadership Innovation |
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Thomas FitzGibbon, MB Financial Bank |
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| Advanced Investments: A One-Day Conference Thursday, March 18th |
| Download the Community Development Investment Reader |
8:00 – 8:45 |
Networking Breakfast: Community Development Investing for those under 35 |
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Ian Galloway, Federal Reserve Bank of San Francisco |
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Jonathan Kivell, United Bank |
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Courtney Mailey, Federal Reserve Bank of Richmond |
8:45 – 9:45 |
Overview Panel: Current State of the Market and Recent Trend |
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Mark Pinsky, Opportunity Finance Network |
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Ellen Seidman, New America Foundation and ShoreBank |
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William Bynum, Enterprise Corporation of the Delta |
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John Moon, Federal Reserve Board |
9:45 – 10:45 |
Investing from Multiple Perspectives: Know Your Partner |
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Debra Schwartz, MacArthur Foundation |
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Ellen Sahli, City of Chicago |
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Andrew Mooney, LISC/Chicago |
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Calvin Holmes, Chicago Community Loan Fund |
11:00 – 12:00 |
Online Tools for Community Development Investing |
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Kirk Inglis, Prosper Marketplace |
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Lisa Hall, Calvert Foundation |
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Giovanna Masci, Kiva |
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Ian Galloway, Federal Reserve Bank of San Francisco |
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Prabal Chakrabarti, Federal Reserve Bank of Boston |
12:00 – 1:00 |
Lunch Keynote: Donna Gambrell, Community Development Financial Institutions Fund |
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Introduction by Mark Pinsky, Opportunity Finance Network |
1:15 – 2:15 |
Understanding the “Impact Investing” Trend |
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Jackie Khor, Imprint Capital |
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Georgette Wong, Correlation Consulting |
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Lisa Richter, GPS Capital Partners |
2:15 – 3:15 |
Green Investing |
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Frank Altman, Community Reinvestment Fund |
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Mike Italiano, Capital Markets Partnership |
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Robin Hacke, Living Cities |
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John Berdes, ShoreBank Enterprise Cascadia |
3:30 – 4:30 |
New CRA Investment Opportunities in Retail Finance |
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Arjan Schütte, Center for Financial Services Innovation |
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Michael Griffin, KeyBank |
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James Gutierrez, Progreso Financiaro |
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Daniel Nissenbaum, Goldman Sachs |
4:30 – 5:30 |
Connecting Investors with Investments in New Orleans |
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Ed Powers, Bank of America |
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Arjan Schütte, Center for Financial Services Innovation |
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Gloria Lee, Next Street |
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Thomas FitzGibbon, MB Financial Bank |
