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Conference - Agenda

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Tentative Agenda

NCIF Annual Development Banking Conference November 4th - 5th, 2009
Venue: Federal Reserve Bank of Chicago
230 S LaSalle Street, Chicago, IL
 
The Power of CDFI Networks:
Leveraging the Strength of the Community Development and Minority Banking Industry
 
Wednesday, November 4th, 2009
Time Session Topic & Presenters
 
8:30AM - 8:45AM  Introduction: Conference Themes & Status of the Industry
  • Saurabh Narain, Chief Fund Advisor, National Community Investment Fund
8:45AM - 9:15AM  Keynote Address - Honorable Donna Gambrell, Director of the CDFI Fund, U.S. Treasury Department
 
9:15AM -10:30AM  Growth and Survival Strategies in a Recession -- Stories from CDFI Bankers
CDFI Bank CEOs on how they are coping with challenges of the recession - dealing with increases in loan losses, need for capital and funding and using niche strategies to grow their businesses.
  • David McGrady, Vice Chairman, City First Bank of DC, Moderator
  • Paul Hudson, Chairman & CEO, Broadway Financial Corporation
  • Guillermo Diaz Rousselot, CEO, Continental National Bank of Miami
  • Luz Urrutia, President, El Banco de Nuestra Communidad
10:30AM - 10:45AM  Break
 
10:45AM - 12:00PM  Mergers, Acquisitions and Valuation
Crisis brings opportunities -- can healthier banks use the low valuations to buy banks either from the regulators or from the market; CDFI Bank CEOs who have recently purchased banks will discuss their experiences on valuation and integration.
  • Charles Van Loan, Director, Independent Bank Corporation, Moderator
  • Phil Baldwin, President & CEO, Southern Bancorp Inc.
  • Steve Kent, Managing Director, Keefe, Bruyette & Woods
  • Thomas FitzGibbon Jr., Executive Vice President, MB Financial Bank
12:00PM - 1:30PM  Lunch — Keynote Address — Steven D. Lydenberg, Chief Investment Officer, Domini Social Investments
 
1:30PM – 2:45PM  NCIF Social Performance Metrics and Model CDBI Framework
NCIF will discuss the Social Performance Metrics valuations and its ability to attract additional capital to the sector; the Performance Metrics Working Group will update on the progress on creating industry standards for communication of social impact and also to create a CDBI certification and a rating mechanism.
  • Michael Berry, CCA Division, Federal Reserve Bank of Chicago, Moderator
  • Joe Schmidt, Fund Advisor, NCIF
  • Jeffrey Cheung, President & CEO, OneCalifornia Bank FSB
  • Huilan Yang Krenn, Program Director, The W. K. Kellogg Foundation
2:45PM - 3:00PM  Break
 
3:00PM - 3:30PM  The Power of Networks -- The NCIF New Markets Tax Credit Strategy
NCIF is using our NMTC Allocation to invest in transactions that promote a 3-way partnership between mainstream investors, CDBI banks (and NCIF). The NCIF strategy promotes quick delivery of capital to distressed neighborhoods and also helps to strengthen CDFI banks.
  • Saurabh Narain, NCIF
  • Matthew Reilein, Senior Vice President, JP Morgan Chase
 
3:30PM - 4:00PM  Keynote Address— Sandra Thompson, Director, Division of Supervision and Consumer Protection, FDIC
Introduced by: George Surgeon, ShoreBank
 
4:00PM - 5:00PM  Regulator Perspectives
Representatives from the regulatory agencies will discuss current issues relating to Safety and Soundness, Loan Concentrations, Brokered CDs and Community Development.
  • Bob Mooney, Deputy Director, Consumer Protection and Consumer Affairs, FDIC
  • John Moon, Federal Reserve Board
  • Cassandra McConnell, Director, Consumer and Community Affairs, Office of Thrift Supervision
 
5:00PM - 6:30PM  Networking Reception
All conference attendees are invited to participate in a networking cocktail reception to be held at the venue.
 
Thursday, November 5th, 2009
Time Session Topic & Presenters
 
8:55AM - 9:00AM  Introduction and Day 2 Objectives
 
9:00AM - 10:30AM  Investors Meet MDI and CDFI Banks
SRI and mainstream investors will discuss experiences and expectations on investing in and providing funding to CDFI and MDI banks.
  • Mary Tingerthal, President, Capital Markets Companies, Housing Partnership Network, Moderator
  • Scott Budde, Managing Director, Global Social & Community Investing, TIAA-CREF Asset Management
  • Brian Handal, Senior Vice President, Wells Fargo
  • Mark Regier, Director of Stewardship Investing, MMA
  • Sister Pam Buganski, Provincial Treasurer, Sisters of Notre Dame
10:30AM - 10:45AM  Break
 
10:45AM - 11:45AM  Governance, Board Composition, and Human Capital
CDFI Banks face significant challenges relating to human capital both at the management and board levels; this panel will discuss some of the best practices relating to running high impact and efficient organizations.
  • Jan Piercy, Executive Vice President, ShoreBank Corporation, Moderator
  • Linda Heagy, Former Managing Partner, Heidrick & Struggles
  • Deborah Cole, President, Citizens Savings Bank and Trust Co., Nashville
11:45AM - 1:15PM  Lunch — Keynote Address — John C. Dugan, 29th Comptroller of the Currency
 
1:15PM - 2:30PM  The Power of Networks - Innovations
New innovations can be used by CDFI Banks to reduce the cost of delivery of financial services -- this includes prepaid cards, peer to peer lending. Mobile Banking was discussed in the 2008 conference.
  • William M. Dana Jr., President and CEO, Central Bank of Kansas City, Moderator
  • Mick Conlin, Senior Vice President, Meta Payment Systems on Prepaid Cards
  • Chris Larsen, CEO & Co-Founder, Prosper.com on Peer-to-Peer Lending models
  • Joel Freehling, ShoreBank, Sustainable Banking/Green Banking
2:30PM - 3:45PM  The Power of CDFI Networks — Learning from the Best CDFI Models
CDFI Bank CEOs will discuss Success Stories -- on ramping up a new 1-4 family real estate business, managing commercial real estate exposures, managing risk in affordable housing consortia and creating a customer centric business.
  • Manisha Paralikar, Fund Advisor, NCIF, Moderator
  • Al Lau, President & CEO, First American International Bank on building a 1-4 family Real Estate Business
  • Debbie Wright, President & CEO, Carver Bancorp, on working with an Affordable Housing Consortium
  • Jim Conrad, President, University Bank, on managing asset quality exposures
3:45PM - 3:50PM  Closing Remarks



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