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Conference Agenda

The 2011 Annual Development Banking Conference took place November 1, 2, and 3. NCIF thanks all of the attendees, speakers, and panelists for making the event such an outstanding success. For a review of the topics discussed and panels presented from the conference, the agenda is available below.

A printable version is available here:2011 Conference Agenda (PDF Download)


2011 NCIF Annual Development Banking Conference November 1st, 2nd and 3rd
Venue: Federal Reserve Bank of Chicago
230 S LaSalle Street, Chicago, IL
 
Mission and Profit - Raising The Bar

The CDFI Banking sector is in the throes of change as it faces the worst recession of our lifetime. Decline in asset values, reduced loan demand and increased cost of compliance is creating pressure on their financials. At the 2010 Annual Development Banking Conference, the attendees identified the need to adapt and change to survive and then thrive in this environment. Recently, NCIF held a day long strategic planning session where several key initiatives were highlighted by the group. Significant emphasis was placed on collaboration and working together as a group. The key ideas of (a) Telling The Story, (b) Capital Raising, (c) Impact Measurement, (d) Governance, (d) Potential for Common Shared Services and (d) Effective use of New Technology were highlighted as areas of focus. The conference focuses on all the above issues to achieve superior double bottom-line performance.
 
Day 1, 2011
Time Session Topics & Presenters
 
5:00PM - 7:00PM  Networking Cocktails
Conference attendees are invited to participate in a networking cocktail reception to be held at the J.W. Marriott Hotel
 
Day 2, 2011
Time Session Topic & Presenters
 
8:00AM - 8:05AM  Conference Opening
    Michael V. Berry, Director of Policy Studies, Community Development and Policy Studies, Federal Reserve Bank of Chicago
 
8:05AM - 8:35AM  Keynote Speech — Honorable Sandra Thompson, Director, Division of Risk Management Supervision, FDIC
 
8:35AM - 9:05AM  Current State and Probable Future of the CDFI Banking Sector
    Saurabh Narain, Chief Executive, National Community Investment Fund
 
9:05AM -10:20AM  The Story and the Plan
What is the story associated with a CDFI Bank? How can we strengthen our IRR -- Impact, Risk and Return -- to seek greater support from public and private sector stakeholders? How should the industry adapt to the challenges and take advantage of the name recognition associated with the CDFI and CDBI certifications? How does the industry Raise the Bar in terms of Mission and Profit? What are the key areas of growth in the future? In the ultimate analysis, how does the industry demonstrate that it is safe and sound and has a solid focus on the ultimate beneficiary -- the Underserved in rural and urban America.
  • Professor Raj Gupta, Kellogg School of Management, Moderator
  • William Farrow, President and CEO, Urban Partnership Bank
  • Deborah C. Wright, Chairman and CEO, Carver FSB
  • Preston D. Pinkett III, CEO, City National Bank of New Jersey
  • Leigh Anne Russell-Jones, Treasurer, United Bank
10:20AM - 10:35AM  Break
 
10:35AM - 11:50AM  Equity and Deposits Capital Raising
The equity investor is looking for Return to meet its internal hurdles while allocating capital. Let us explore how CDFI banks need to position themselves to raise capital from mainstream and social investors. Additionally, how can we influence changing the nature of the discussion around Total Return being the sum of Financial and Social Return.
  • Laura Sparks, Director, Development Finance Initiatives, Citi Community Development, Moderator
  • Scott J. Budde, Managing Director, Global Social & Community Investing, TIAA CREF
  • Dan Letendre, CDFI Lending and Investing Executive, Bank of America
  • Ommeed Sathe, Director, Social Investments, Prudential Financial, Inc.
  • Frank Blanco, Managing Director, Investment Banking, Keefe Bruyette and Woods
 
11:50AM - 1:20PM  Lunch and Keynote Address - John Hale III, Deputy Associate Administrator of the Office of Capital Access, Small Business Administration
    Introduced by B. Doyle Mitchell, President and CEO, Industrial Bank
 
1:20PM – 2:35PM  NCIF Social Performance Metrics, Impact of CDFI Banks and Partnerships
The CDFI Certification generates significant value to the banks in the form of grants and equity investment from the CDFI Fund, preferential treatment by the SBA, the Community Development Capital Initiative and support from mission, faith based and mainstream investors. Accordingly, it is critical that the CDFI banks raise the bar associated with their double bottom-line orientation. The session will focus on the NCIF Social Performance Metrics -- the current state and future growth plans. Additionally, there will be presentations by industry and government practitioners on impact generated by the sector and a partnership approach to development finance.
  • Joe Schmidt, Vice President, NCIF, NCIF Social Performance Metrics - Current State and Future, Moderator
  • James Greer, Senior Research Analyst, CDFI Fund, on evaluation of NMTC, BEA and FA dollars by the CDFI Industry
  • Robin Newberger, Senior Business Economist, Federal Reserve Bank of Chicago, on implications of growth of CDFI banking sector
2:35PM - 2:50PM  Break
 
2:50PM - 4:05PM  Governance, Board Composition, and Human Capital
Superior financial and social performance is positively correlated with superior board governance and with high quality and appropriate board members that bring in business acumen and discipline and also sufficient independence. The panel will discuss key governance related best practices for CDFI banks as well as discuss major challenges in attracting talent.
  • Charles Van Loan, Director, Independent Bancorporation and Trustee, NCIF, Moderator
  • M. Anthony Lowe, Regional Director, FDIC
  • W. Ronald Dietz, Director and Chairman, Audit and Risk Committee, Capital One Financial Corporation
 
4:05PM - 5:05PM  Opportunities, New Issues and Challenges for CDFI Banking
The CDFI Bond Guarantee Program will be announced in the fall of 2011. This program has the potential to provide significant liquidity and capital to the sector. There will be a discussion on the opportunities and challenges associated with the program.
  • Joe Ferrari, Senior Analyst, NCIF, Moderator
  • Jodie Harris, Policy Specialist, CDFI Fund on the CDFI Bond Guarantee Program
  • John Moon, Assistant Director of Capital Formation, Living Cities, on The Integration Initiative
 
5:05PM - 5:10PM  Closing Remarks
 
5:10PM - 6:40PM  Networking Reception
Conference attendees are invited to participate in a networking cocktail reception to be held at the Federal Reserve Bank.
 
Day 3, 2011
Time Session Topic & Presenters
 
8:25AM - 8:30AM  Introduction and Objectives
 
8:30AM - 9:15AM  Keynote Speech — Honorable Donna Gambrell, Director , CDFI Fund
    Introduced by David J. McGrady, Vice Chairman City First Bank of DC and Chairman, NCIF
 
9:15AM - 11:15AM  Intersection of Financial Technology and Community Development
New technology will change the way we do business – book loans, raise deposits, reduce cost of operations and create impact – and achieve scale.  CDFI Banks need to adopt these technologies aggressively to survive and grow in these tough economic times. The Technology Showcase will demonstrate some of the new technologies that are providing community banks the ability to increase profitability and impact. The session will demonstrate new technology solutions relating to issuance of prepaid cards, check cashing, remittance, personal remote deposit capture using smart phones, microbranching, core banking platforms on the web. 
  • Saurabh Narain, Setting the Stage
  • David Reiling, CEO of Sunrise Banks and Moderator
  • John Davis, Senior Vice President, FiServ on Solutions Universal Money Movement
  • Steven Doctor, COO, Chexar on Check Cashing and Mobile Deposit Capture into Prepaid Cards
  • Sarah Livnat, Senior Director, Progreso Financiero on technology led financing to Hispanics
  • Steven Reider, Founder and CEO, Bancography on small footprint branches
11:15AM - 11:30AM  Break
 
11:30AM - 12:45PM  NCIF New Market Tax Credits Program
The NCIF NMTC Program envisages a 3-way partnership along with major bank investors and CDFI banks. The program enables CDFI banks to do high impact projects in their service areas and also prepare to apply for allocations in the future.
  • Joe Schmidt, NCIF, Moderator
  • Stephen C. Kramer, Senior Vice President, NMTC & HTC Investments, U.S. Bancorp
  • Alden J. McDonald, President and CEO, Liberty Bank and Trust
  • Blondel A. Pinnock, President, Carver Community Development Corporation
  • Kevin Goldsmith, Originations Manager and Vice President, New Markets Tax Credit Group, JPMorgan Chase
 
12:45PM - 12:55PM  Closing Remarks and Grab and Go Lunch



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