Reimagining Mission-Oriented Banking - Agenda

DAY 1 APRIL 19: MACRO FOCUS

Goal & Context Setting - Reimagine Mission-Oriented Banking - CDFI Fund Directors Perspective

Hear from CDFI Fund Directors assessing programs and initiatives to support growth of the sector. Explore innovative tools, programs implemented to fuel growth of industry and community development, and forward-looking perspectives of needed programs/initiatives to support continued growth and evolution of the CDFI industry into a connected and targeted community development eco-system.

Jodie Harris, Director, CDFI Fund, CDFI Fund

Annie Donovan, Chief Operating Officer, Local Initiatives Support Corporation

Donna Gambrell, President and CEO, Appalachian Community Capital

Saurabh Narain, President and CEO, National Community Investment Fund

Break and Networking

Reimagine Mission-Oriented Banking - CDFI Bank CEO Perspective

Discover strategies to scale, attract investors from the market, enter into partnerships with technology providers, increase deployment capability, and think about racial equity and impact as a source of differentiation. Learn what keeps CDFI/MDI Bank CEOs awake at night.

Brian Argrett, President and CEO, City First Enterprises/Broadway

Darrin Williams, CEO, Southern Bancorp, Inc.

David Reiling, CEO, Sunrise Banks

Joe Dougherty, Partner, Dalberg Advisors

Michael Pugh, President, CEO, and Director, Carver Bancorp, Inc.

Saurabh Narain, President and CEO, National Community Investment Fund

Fireside Chat with FDIC Chair

Join a top-level discussion of the major highlights in the COVID-19 response and key FDIC initiatives in supporting the growth of the mission-focused banking industry, including capital allocation, technological innovation, and creation of partnerships and networks that drive collaboration in community development.

Jelena McWilliams, Chairman, Federal Deposit Insurance Corporation

Saurabh Narain, President and CEO, National Community Investment Fund

Break and Networking

Case Studies - How to Win Business, Create Impact and Increase Revenue using NMTC

Examine NMTCs and the value they bring to customers and CDFI Banks. The panel will present four case studies of projects closed using NMTCs highlighting their community impact and benefits to the customers and banks.

Brett Magers, President, Legacy Bank & Trust

Michael Burke, Chief Financial Officer, Mile High United Way

Ruben L. Anthony, Jr., President and CEO, Urban League of Greater Madison
William Wright, West Region CEO, Southern Bancorp Bank

Moderators:

Terry Burm, Senior Vice President of Lending and Chad Johnson, Vice President, Lending, National Community Investment Fund

Opportunity Zones - A Guide to Impact and Innovation

Join leaders from across the emerging Opportunity Zone space to discuss various fund strategies and case studies of businesses and projects funded with Opportunity Zone equity including women- and minority-owned businesses creating quality jobs and projects with complex capital stacks that preserve affordable housing or contribute to economic development and revitalization in low- and moderate- income communities. Speakers will cover best practices in impact investing driven by community voices and how to operationalize impact goals through appointing independent impact advisory boards, adopting available reporting frameworks, and other practices.

Monika Mantilla, President and CEO, Altura Capital

Noelle St. Clair, Vice President, Impact Investing and Strategic Initiatives, Woodforest National Bank

Ross Baird, Founder and CEO, Blueprint Local
Sam Spencer, CEO and Managing Director, CEI-Boulos Capital Management

Break and Networking

DAY 2 APRIL 20: INVESTOR DAY

Perspectives of an Impact Investor in seeking Environmental, Social and Governance (ESG) Impact

Join a top-level discussion and hear perspectives on investor expectations on environmental, social and governance related returns. Hear insights and vision on tackling social and environmental issues and how mission-oriented banks can achieve scale to attract capital.

James Lee Sorenson Chairman, Sorenson Impact Foundation

Saurabh Narain, President and CEO, National Community Investment Fund

Break and Networking

Expectations from Investors in Mission-Oriented Banks

Learn about return of and return on capital and social and environmental impact.

Akobe Sandy, Senior Associate, Impact Investments, John D. and Catherine T. MacArthur Foundation

Daniel Letendre, Managing Director - ESG Capital Deployment, Bank of America

Fran Seegull, President, U.S. Impact Investing Alliance

Jeremy Swinson, Managing Director, Investment Banking, Wells Fargo Securities

Sampriti Ganguli, Managing Director, Investment Banking, Arabella Advisors

Saurabh Narain, President and CEO, National Community Investment Fund

Capital Raising for Mission-Oriented Banks - CEO Insights and Perspectives

In this session, our panelists will provide perspectives on the capital raising process for CDFI/MDI banks and how mission-oriented institutions can position themselves as key investment targets for impact investors.

Christopher Malehorn, Vice President, Investing, National Community Investment Fund

Ken LaRoe, Founder and CEO, Climate First Bank (I/O)

Robert R. Jones, III, President and CEO, United Bank

William Keller, President and CEO, Community Bank of the Bay

Break and Networking

In-depth Insights - How to Win Business, Create Impact and Increase Revenue using NMTC

Explore NMTC structuring for CDFI/MDI Banks. Participate in a detailed discussion of the roles a CDFI/MDI bank can play in NMTC projects to benefit themselves and customers, create a NMTC track record, and chart a path to increase lending and become a participant/leader in the NMTC program.

William Turner, Senior Vice President, New Market Tax Credits, Wells Fargo

Alex Jones, Senior Managing Director and President, UB Community Development

Robert K. Jenkins Jr., Founder and Senior Managing Director, Renaissance Equity Partners

Moderators:

Terry Burm, Senior Vice President of Lending and Chad Johnson, Vice President, Lending, National Community Investment Fund

Preparing to apply for Emergency Capital Investment Program

Learn more about the new Emergency Capital Investment Program and how CDFI/MDI banks can prepare to apply for it.

Christopher W. Wewers, CEO, Southern Bancorp

George P. Surgeon, President and CEO, GSJ Advisors, Ltd.

Demetris Giannoulias, CEO, Spring Bank
Steven C. Davidson, Investment Director - Financial Institution Portfolio, U.S. Department of Treasury

Networking

DAY 3 APRIL 21: POLICY & IMPACT DAY

Fireside Chat with John W. Rogers, Jr.

Join a top level discussion and hear perspectives on racial equity, underserved minority communities and mission-oriented banking as we explore developments and strategies to align capital with impact.

John W. Rogers, Jr. Chairman, Co-CEO and Chief Investment Officer Ariel Investments

Saurabh Narain, President and CEO, National Community Investment Fund

Break and Networking

Focus on Impact and Policy

Hear about the key updates/developments for policy that provided support to the mission-oriented banking industry on a federal and state level. Investigate future policy alternatives that seek to "open" CDFI banking to cultivate partnerships and a community development ecosystem.

Alden McDonald, Jr., President and CEO, Liberty Bank and Trust Company

Gordon Fellows, President and CEO, Mississippi Bankers Association

Jeannine Jacokes, CEO, Community Development Bankers Association (CDBA) and Partners for the Common Good (PCG)

Mark Willis, Senior Policy Fellow, New York University

Mission-Oriented Banks as Community Anchors

Dive into the roles CDFI and minority banks play in different market areas/populations in forming networks and ecosystems to promote long-term sustainability. Hear about how CDFI and minority banks fill a unique market need through their products and services.

Dennis Ammann, President and CEO, Peoples Bank

Kent Curtis, CEO, First Southwest Bank

Joseph Haskins, Co-Founder and CEO, The Harbor Bank of Maryland

Steven Van Drunen, President and CEO, Providence Bank & Trust

Moderator:

Terry Burm, Senior Vice President of Lending, National Community Investment Fund

Break and Networking

Native American Lending in Focus

Lending and Investing in Indian Country: A case study of partnerships and innovation presented by Native American Bank.

David Black, Community Development Expert, Office of the Comptroller of the Currency

Joel Smith, Chief Credit Officer, Native American Bank

Julia Nelmark, President, Minnesota Community Development Corporation
Steven C. Davidson, Investment Director - Financial Institution Portfolio, U.S. Department of Treasury
 

Moderator:

Chad Johnson, Vice President, Lending, National Community Investment Fund

Networking

DAY 4 APRIL 22: TECHNOLOGY DAY

The Smartphone, the Branch and the Customer – Customer Acquisition Strategies for Next Era of Banking

Discuss how the smartphone is changing the transactional landscape and challenging the need of branch networks. Hear about technology solutions for funding (deposits), asset origination (Non-QM, CRE Lending), and explore strategies to leverage mission focus and technology solutions to become market leaders in low-income communities.

Dominik Mjartan President and CEO, Optus Bank

Steven Reider Founder, Bancography

Steven Schnall Founder, CEO/President Chairman Quontic Bank

Sultan Meghji Chief Innovation Officer, Federal Deposit Insurance Corporation

Tyson Smith Chief Technology Officer Beneficial State Bank

Moderators:

Seun Shonukan, Director of Portfolio Compliance Management and Saurabh Narain, President and CEO, National Community Investment Fund

Innovation Showcase

See what financial technology solutions are in the market to increase scale, propel efficiencies and drive customer satisfaction in the banking industry. The sessions include technology product solutions for lending platforms, attracting deposits, regulatory technology, bitcoin and fully integrated online platforms for loan origination, digital and mobile products. These companies include:

Biz2Credit: Rohit Arora, CEO

BankLabs: Mike Montgomery, CEO

LoanStreet: Ian Lampl, CEO

NYDIG: Patrick Sells, Head of Financial Institutions

Lokyata: Stephen Bireley, Chief Technology Officer

SoLo Funds: Khary Cuffe, Vice President

Happy Mango Inc.: Kate Hao, CEO

Networking