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Presentations
Sunday, March 14, 2010
CRA Compliance Track
Monday, March 15
| 10:30- 12:00 | The “A to Z” on CRA Examinations Process (pdf, 258 kb) |
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Cathy Seiler, Office of the Comptroller of the Currency |
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| 1:30 – 3:00 | Large Institution CRA Examination (pdf, 899 kb) |
Rob Birnbaum, Office of the Comptroller of the Currency |
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| 3:30 – 5:00 | Intermediate Small or Small Institution CRA Examination (pdf, 80 kb) |
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Lillian Fanning, Office of the Comptroller of the Currency |
Tuesday, March 16
| 8:30-10:00 | Model CRA Activities |
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George Yen, Office of Thrift Supervision |
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| 10:30 – 12:00 | Serving and Investing in Your Community (pdf, 173 kb) |
Mattie Trice, Office of the Comptroller of the Currency |
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| 1:30 – 3:00 | Excellence in CRA Program Management |
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Katie Garlington, Central State Bank (pdf, 185 kb) |
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| 3:30 – 5:00 | Advanced CRA Examination Issues |
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Pat Hartje, Office of the Comptroller of the Currency |
Wednesday, March 17
| 8:30 – 10:00 | Limited Purpose/Wholesale CRA Examinations (pdf, 779 kb) |
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Mattie Trice, Office of the Comptroller of the Currency |
CD Investments Track
Monday, March 15
| 1:30 – 3:00 | Investments 101A: Introduction to Tax Credit Investments (pdf, 585 kb) |
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Thomas FitzGibbon, MB Financial Bank |
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| 3:30 – 5:00 | Investments 101B: Introduction to Other Investment Vehicles (pdf, 102 kb) |
Thomas FitzGibbon, MB Financial Bank |
Tuesday, March 16th
| 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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| 10:30 – 12:00 | Investing through Intermediaries |
Barbara VanScoy, CRA Qualified Investment Fund | |
| 1:30 – 3:00 | GO Zone Allocations and Investments |
Cliff Kenwood, American Community Renewable Energy Fund (pdf, 913 kb) | |
| 3:30-5:00 | Measuring Financial and Social Return: A Case Study on CARS (pdf, 550 kb) |
Paige Chapel, Opportunity Finance Network |
Wednesday, March 17th
| 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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| 10:30-12:00 | The Future of the CRA Investment Test |
Mark Willis, Ford Foundation |
Community Development Track
Monday, March 15th
| 10:30 – 12:00 | Building an Inclusive Green Economy |
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Anne Claire Broughton, SJF Advisory Services (pdf, 912 kb)
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| 1:30 – 3:00 | Innovations in Neighborhood Revitalization |
Valerie Piper, Annie E. Casey Foundation | |
| 3:30 – 5:00 | CRA in Rural Communities |
Ariel Cisneros, Federal Reserve Bank of Kansas City – Denver Branch |
Tuesday, March 16th
| 8:30 – 10:00 | Behavioral Economics: Implications for Financial Services and Education |
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Julian Jamison, Federal Reserve Bank of Boston (pdf, 263 kb) |
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| 10:30 – 12:00 | Collaborative Approaches for Improving Access to Banking |
Louisa Quittman, U.S. Department of the Treasury (pdf, 171 kb) |
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| 1:30 – 3:00 | Post-Foreclosure Recovery: Rebuilding Lives |
Sheri Powers, Unity Council |
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| 3:30 – 5:00 | Innovations in Affordable Housing |
Shannon Nazworth, Florida Supportive Housing Corporation (pdf, 1.5 mb) |
Wednesday, March 17
| 8:30 – 10:00 | Stimulating Economic Development in Distressed Communities |
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Lena Robinson, Federal Reserve Bank of San Francisco (pdf, 66 kb) |
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| 10:30 – 12:00 | Leveraging Federal Resources for Community Development |
Lisa Richter, GPS Capital Partners (pdf, 595 kb) |
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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| NCDLS Opening Session | ||
Monday, March 15th, 10:30-12:00 |
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| Multifamily Affordable Rental Housing Financing (pdf, 45 kb) | ||
Basic: |
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| Underwriting the Nonprofit Organization (pdf, 267 kb) | ||
Monday, March 15th, 1:30-5:00 |
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| Child Care and Charter School Facility Financing (pdf, 92 kb) | ||
Tuesday, March 16th, 1:30-5:00 |
Small Business Lending | |
Monday, March 15th, 1:30-5:00 |
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| Understanding Microfinance | ||
Tuesday, March 16th, 8:30-12:00 |
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| Advanced Session: Underwriting for Green Multifamily Development (pdf, 8.9 mb) | ||
Tuesday, March 16th, 8:30-12:00 |
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| Special Seminar: Innovation as the New Norm! | ||
Wednesday, March 17th, 8:30-10:00 |
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Advanced Investments: A One-Day Conference Thursday, March 18th
Download the Community Development Investment Reader (pdf, 3 mb)
| 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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| 8:45 – 9:45 | Overview Panel: Current State of the Market and Recent Trend |
Mark Pinsky, Opportunity Finance Network | |
| 9:45 – 10:45 | Investing from Multiple Perspectives: Know Your Partner (pdf, 74 kb) |
Debra Schwartz, MacArthur Foundation | |
| 11:00 – 12:00 | Online Tools for Community Development Investing (pdf, 1.9 mb) |
Kirk Inglis, Prosper Marketplace | |
| 12:00 – 1:00 | Lunch Keynote: Donna Gambrell, Community Development Financial Institutions Fund (pdf, 101 kb) |
Introduction by Mark Pinsky, Opportunity Finance Network | |
| 1:15 – 2:15 | Understanding the “Impact Investing” Trend (pdf, 2.3 mb) |
Jackie Khor, Imprint Capital | |
| 2:15 – 3:15 | Green Investing (pdf, 546 kb) |
Frank Altman, Community Reinvestment Fund | |
| 3:30 – 4:30 | New CRA Investment Opportunities in Retail Finance (pdf, 1.74 mb) |
Arjan Schütte, Center for Financial Services Innovation | |
| 4:30 – 5:30 | Connecting Investors with Investments in New Orleans |
Ed Powers, Bank of America |