Keynote Remarks
The Honorable Elizabeth A. Duke ![]()
Member, Board of Governors of the Federal Reserve System
Martin J. Gruenberg
Acting Chairman, Federal Deposit Insurance Corporation
John Walsh ![]()
Acting Comptroller, Office of the Comptroller of the Currency
Cyrus Amir-Mokri
Assistant Secretary for Financial Institutions, U.S. Department of the Treasury
CRA Compliance Track
The Institute of Certified Bankers (ICB) is dedicated to promoting the highest standards of performance and ethics within the financial services industry. The National Interagency Community Reinvestment Conference's CRA Compliance Track has been approved for 18 CLBB credits. This statement should not be viewed as an endorsement of this program or its sponsor.
Monday, March 26
10:30 – 12:00
The CRA Examination Process from Start to Finish
Spencer Doak, Office of the Comptroller of the Currency
Lisa DeClark, Federal Reserve Bank of Minneapolis
Pamela Freeman, Federal Deposit Insurance Corporation
1:30 – 3:00
Large Institution CRA Examination
Sheila Steck, Office of the Comptroller of the Currency
Steve Murphy, Federal Deposit Insurance Corporation
Joe Nashar, Federal Reserve Bank of Chicago
3:30 – 5:00
Intermediate Small and Small Institution CRA Examinations
Laura Lewis, Office of the Comptroller of the Currency
Basil Carrol, Federal Deposit Insurance Corporation
Gilberto Cooper, Federal Reserve Bank of San Francisco
Tuesday, March 27
8:30 – 10:00
High Impact CRA Activities
Dianne Dodson, Federal Deposit Insurance Corporation
Kelly Walsh, Federal Reserve Bank of San Francisco
10:30 – 12:00
Planning your Services and Investments for Extraordinary Outcomes
Marcia Cottros, Federal Deposit Insurance Corporation
Jessica Farr, Federal Reserve Bank of Atlanta
Matthew Porter, Office of the Comptroller of the Currency
1:30 – 3:00
Best Practices in CRA Program Management
Louise Guyton, Comerica Bank
Robert Rendon, Zions Bank
3:30 – 5:00
Limited Purpose/Wholesale Institution CRA Examinations
Brian Borkowicz, Office of the Comptroller of the Currency
James Keller, Federal Deposit Insurance Corporation
Peter Wilde, Federal Reserve Bank of New York
Wednesday, March 28
8:30 – 10:00
Impact of U.S. Census Data on CRA Examinations
Glenn Canner, Board of Governors of the Federal Reserve System
Ira Goldstein, The Reinvestment Fund
10:30 – 12:00
Advanced CRA Examination Issues
Celeste Andersen, Board of Governors of the Federal Reserve System
Brian Borkowicz, Office of the Comptroller of the Currency
Janet Gordon, Federal Deposit Insurance Corporation
National Community Development Lending School
NCDLS Pre-Conference Session: Introduction to the Fundamentals
of Community Development Financing
Sunday, March 25, 3:30 - 5:00
Jeff Nugent, The Center for Leadership Innovation
NCDLS Opening Session
Monday, March 26, 10:30 AM - 12:00
Jeff Nugent, The Center for Leadership Innovation
Multi-Family Affordable Rental Housing Financing
Basic: Monday, March 26, 1:30 - 5:00
Advanced: Tuesday, March 27, 8:30 AM - 12:00
Alex Viorst, Prudential Mortgage Capital Company
Underwriting the Nonprofit Organization
Monday, March 26, 1:30 - 5:00
Tuesday, March 27, 8:30 AM - 12:00
Cathy Niederberger, PNC Community Development Banking
Community Facilities Financing
Monday, March 26, 1:30 - 5:00
Tuesday, March 27, 1:30 - 5:00
Claudia Lima and Beth Marcus, Local Initiatives Support Corporation
Small Business Lending
Tuesday, March 27, 1:30 - 5:00
Wednesday, March 28, 8:30 AM - 12:00
Andrew Gordon, Arizona MultiBank Community Development Corporation
Understanding Microfinance
Tuesday, March 27, 8:30 AM - 12:00
Wednesday, March 28, 8:30 AM - 12:00
Roberto Barragan, Valley Economic Development Center, Inc.
Janie Barrera, ACCION Texas-Louisiana
Laurie Vignaud, Capital One Bank
Community Development in Practice
Monday, March 26
10:30 – 12:00
Community Development Plenary: Current State of the Market
David Erickson, Federal Reserve Bank of San Francisco (moderator)
Ellen Seidman, Federal Reserve Bank of San Francisco
Mark Pinsky, Opportunity Finance Network
Dan Letendre, Bank of America
Mary Tingerthal, Minnesota Housing Finance Agency
1:30 – 3:00
Equitable Transit-Oriented Development
Laura Choi, Federal Reserve Bank of San Francisco (moderator)
Audrey Choi, Morgan Stanley
Brian Prater, Low Income Investment Fund
Dena Belzer, Strategic Economics
OR
Improving Household Financial Stability
Lena Robinson, Federal Reserve Bank of San Francisco (moderator)
Emily Harpster, United Way of the Bay Area
Margery Spinney, Cornerstone Corporation for Shared Equity
Wendell Willis, Ways to Work
OR
Measuring Impact
Keri-Nicole Dillman, Independent Consultant (moderator)
Tom Kelly, Annie E. Casey Foundation
Greg Bischak, U.S. Department of the Treasury Community Development Financial Institutions Fund
Steve Spiker, Urban Strategies Council
3:30 – 5:00
Foreclosed Property as Community Housing Assets
Sarah Berke, Housing Partnership Network (moderator)
John O’Callaghan, Atlanta Neighborhood Development Partnership
Barbara McCormick, Project for Pride in Living
Larry Swanson, ACTION-Housing, Inc.
OR
Healthy Food Financing Initiative
Matthew Soursourian, Federal Reserve Bank of San Francisco (moderator)
Ruth Jaure, U.S. Department of the Treasury Community Development Financial Institutions Fund
Susan Harper, Bank of America
Patricia Smith, The Reinvestment Fund
OR
Basics in Community Development Investing
David Black, Office of the Comptroller of the Currency (moderator)
Jonathan Kivell, Citibank
Maria Bustria-Glickman, U.S. Bancorp Community Development Corporation
Eric Rosiak, Commerce Street Capital
Rachel Firschein, Oppenheimer & Co., Inc.
Tuesday, March 27
8:30 – 10:00
CDFI Bond Program
Ian Galloway, Federal Reserve Bank of San Francisco (moderator)
Lisa Jones, U.S. Department of the Treasury Community Development Financial Institutions Fund
Kim Latimer-Nelligan, Low Income Investment Fund
Cathy Dolan, Opportunity Finance Network
OR
Strategies for Sustainable Rural Economic Development
Brian Dabson, RUPRI Center for Rural Entrepreneurship (moderator)
John Berdes, ShoreBank Enterprise Cascadia
Kathy Moxon, Redwood Coast Rural Action
Justin Maxson, Mountain Association for Community Economic Development
OR
Cross-Sector Community Investing
John Moon, Living Cities (moderator) handout ![]()
Sean Birney, JPMorgan Chase
Scott Sporte, NCB Capital Impact
Shelley Poticha, U.S. Department of Housing and Urban Development handout
10:30 – 12:00
Best Practices in Small Business Finance
Kyan Bishop, Federal Reserve Bank of Atlanta (moderator)
Lisa Hagerman, DBL Investors
Kim Kaselionis, Circle Bank
Dan Nissenbaum, Goldman Sachs
OR
Best Practices in Community Development Collaboration
Matthew Ashby, Federal Reserve Bank of St. Louis (moderator)
Joe Neri, IFF,
Steve Ferber, Clatsop Community Bank
Douglas Bystry, Clearinghouse CDFI
OR
New Sources of Community Development Capital
Ian Galloway, Federal Reserve Bank of San Francisco (moderator)
Jeannine Jacokes, Partners for the Common Good
Penelope Douglas, Mission HUB
Hope Neighbor, Hope Consulting
1:30 – 3:00
Best Practices in Small Business Development
Jason Friedman, Friedman Associates (moderator)
Joyce Shanahan, Fulton-Caroll Center Business Incubator
Emily Gasner, Working Solutions
Debbie Chandler, Tucson Microenterprise Advancement Center
OR
Pay for Success Models
Ian Galloway, Federal Reserve Bank of San Francisco (moderator)
Drew von Glahn, Third Sector Capital Partners
David Smith, Affordable Housing Institute
Steve Rothschild, Invest in Outcomes
OR
Healthy Communities
David Erickson, Federal Reserve Bank of San Francisco (moderator)
Nancy Andrews, Low Income Investment Fund
David Fleming, Public Health - Seattle/King County
Lisa Richter, GPS Capital Partners
3:30 – 5:00
Strong Cities, Strong Communities (SC2)
Tricia Kerney-Willis, U.S. Department of the Treasury (moderator)
Erika Poethig, U.S. Department of Housing and Urban Development
Eugene Cornelius, U.S. Small Business Administration
John Frece, U.S. Environmental Protection Agency
OR
Investor Idol (Social Enterprise)
Gloria Lee, Next Street
Dan Nissenbaum, Goldman Sachs
Nancy Pfund, DBL Investors
OR
Investing in Underserved Markets: An Ecosystem Approach
Robin Hacke, Living Cities (moderator)
Lisa Davis, Ford Foundation
David Wood, Harvard University
OR
Improving Employability among the Chronically Unemployed
Lena Robinson, Federal Reserve Bank of San Francisco (moderator)
Amy Rynell, National Transitional Jobs Network
Jaime Hansen, Life’s Kitchen
Luanda Arai, Catalyst Kitchens
Wednesday, March 28
8:30 – 10:00
Investing in Charter School Facilities
Laura Choi, Federal Reserve Bank of San Francisco (moderator)
Kim Latimer-Nelligan, Low Income Investment Fund
Matt Reilein, JPMorgan Chase
Carolyn Sharette, American Preparatory Academy
OR
Bank Investment in Solar Energy Transactions
Sharon Canavan, Office of the Comptroller of the Currency
Darren Van’t Hof, U.S. Bancorp Community Development Corporation
Stephen Tracy, Novogradac & Company LLP
OR
The Future of Affordable Housing
Carolina Reid, Center for Responsible Lending
Janneke Ratcliffe, UNC Center for Community Capital
David Min, Center for American Progress
10:30 – 12:00
Community Development Plenary: The Future of Community Development
David Erickson, Federal Reserve Bank of San Francisco (moderator)
Nancy Andrews, Low Income Investment Fund
Ellen Seidman, Federal Reserve Bank of San Francisco
Raphael Bostic, U.S. Department of Housing and Urban Development