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MENU Proceed FEDERAL RESERVE BANK OF SAN FRANCISCO COMMUNITY DEVELOPMENT THE 2010 NATIONAL INTERAGENCY COMMUNITY REINVESTMENT CONFERENCE 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) Cathy Seiler, Office of the Comptroller of the Currency David Meders, Office of Thrift Supervision Christiane DeLay, Federal Reserve Bank of San Francisco Denise Hudson, Federal Deposit Insurance Corporation 1:30 – 3:00 Large Institution CRA Examination (pdf, 899 kb) Rob Birnbaum, Office of the Comptroller of the Currency Neil Kwatinetz, Office of Thrift Supervision Roy Durnal, Federal Deposit Insurance Corporation Kelly Walsh, Federal Reserve Bank of San Francisco 3:30 – 5:00 Intermediate Small or Small Institution CRA Examination (pdf, 80 kb) Lillian Fanning, Office of the Comptroller of the Currency Roy Dickinson, Office of Thrift Supervision David Sharp, Federal Deposit Insurance Corporation Christiane DeLay, Federal Reserve Bank of San Francisco Tuesday, March 16 8:30-10:00 Model CRA Activities George Yen, Office of Thrift Supervision Kelly Walsh, Federal Reserve Bank of San Francisco Roy Durnal, Federal Deposit Insurance Corporation Doug Jackson, Regions Financial Corporation (pdf, 223 kb) 10:30 – 12:00 Serving and Investing in Your Community (pdf, 173 kb) Mattie Trice, Office of the Comptroller of the Currency George Yen, Office of Thrift Supervision Denise Hudson, Federal Deposit Insurance Corporation Lisa DeClark, Federal Reserve Bank of Minneapolis 1:30 – 3:00 Excellence in CRA Program Management Katie Garlington, Central State Bank (pdf, 185 kb) Lela Wingard, JPMorgan Chase (pdf, 37 kb) Lisa DeClark, Federal Reserve Bank of Minneapolis 3:30 – 5:00 Advanced CRA Examination Issues Pat Hartje, Office of the Comptroller of the Currency Neil Kwatinetz, Office of Thrift Supervision David Sharp, Federal Deposit Insurance Corporation Gary Clayton, Federal Reserve Bank of Atlanta Wednesday, March 17 8:30 – 10:00 Limited Purpose/Wholesale CRA Examinations (pdf, 779 kb) Mattie Trice, Office of the Comptroller of the Currency David Meders, Office of Thrift Supervision Denise Hudson, Federal Deposit Insurance Corporation Gary Clayton, Federal Reserve Bank of Atlanta CD INVESTMENTS TRACK Monday, March 15 1:30 – 3:00 Investments 101A: Introduction to Tax Credit Investments (pdf, 585 kb) Thomas FitzGibbon, MB Financial Bank Jonathan Kivell, United Bank Rosa Martinez, Community Development Financial Institutions Fund Download the CRA Investment Handbook (pdf, 2.6 mb) 3:30 – 5:00 Investments 101B: Introduction to Other Investment Vehicles (pdf, 102 kb) Thomas FitzGibbon, MB Financial Bank Jonathan Kivell, United Bank Rachel Firschein, Oppenheimer & Co. Tuesday, March 16th 8:30 – 10:00 Anatomy of a Deal: How to Manage Investments in a Recessionary Period Susan Harper, Bank of America/Merrill Lynch Paul Weech, Housing Partnership Network and Stewards of Affordable Housing for the Future Doug Bystry, Clearinghouse CDFI Daniel Nissenbaum, Goldman Sachs 10:30 – 12:00 Investing through Intermediaries Barbara VanScoy, CRA Qualified Investment Fund David Sand, Access Capital Strategies Penelope Douglas, Pacific Community Ventures Saurabh Narain, National Community Investment Fund David Erickson, Federal Reserve Bank of San Francisco 1:30 – 3:00 GO Zone Allocations and Investments Cliff Kenwood, American Community Renewable Energy Fund (pdf, 913 kb) Scott Scheffy, Capital One Bank (pdf, 128 kb) Michael Johnson, Advantage Capital (pdf, 139 kb) Debbie La Franchi, National New Markets Fund (pdf, 973 kb) 3:30-5:00 Measuring Financial and Social Return: A Case Study on CARS (pdf, 550 kb) Paige Chapel, Opportunity Finance Network Trinita Logue, Illinois Facilities Fund Carla Dickstein, Coastal Enterprises, Inc. Janneke Ratcliffe, UNC Chapel Hill Wednesday, March 17th 8:30 – 10:00 Building and Managing an Investment Portfolio for Large and Intermediate Institutions Cathy Dolan, Wells Fargo Robert Wasserman, US Bank Dudley Benoit, JPMorgan Chase Jim Baek, Deutsche Bank 10:30-12:00 The Future of the CRA Investment Test Mark Willis, Ford Foundation John Olson, Federal Reserve Bank of San Francisco Fred Mendez, Rabobank John Taylor, National Community Reinvestment Coalition COMMUNITY DEVELOPMENT TRACK Monday, March 15th 10:30 – 12:00 Building an Inclusive Green Economy Anne Claire Broughton, SJF Advisory Services (pdf, 912 kb) Melissa Bradley, Green for All (pdf, 367 kb) Grace Fricks, Appalachian Community Enterprises (pdf, 1.7 mb) Nancy Pfund, DBL Investors (pdf, 646 kb) OR Community Development Lending after Hurricanes Katrina and Rita William Bynum, Enterprise Corporation of the Delta Julius Kimbrough, Liberty Bank and Trust (pdf, 2.1 mb) Mignhon Tourne, ASI Federal Credit Union (pdf, 878 kb) Janie Barrera, ACCION Texas-Louisiana Janet Woodka, Office of the Federal Coordinator for Gulf Coast Rebuilding 1:30 – 3:00 Innovations in Neighborhood Revitalization Valerie Piper, Annie E. Casey Foundation Mihailo Temali, Neighborhood Development Center Ted Howard, The Democracy Collaborative (pdf, 3.8 mb) Ashleigh Gardere, JPMorgan Chase 3:30 – 5:00 CRA in Rural Communities Ariel Cisneros, Federal Reserve Bank of Kansas City – Denver Branch Jerry Rickett, Kentucky Highlands Investment Corporation (pdf, 1.2 mb) Diana Pfister, Dacotah Bank (pdf, 229 kb) Maria Valandra, First Interstate Bank (pdf, 1.6 mb) Tuesday, March 16th Behavioral Economics: Implications for 8:30 – 10:00 Financial Services and Education Julian Jamison, Federal Reserve Bank of Boston (pdf, 263 kb) Amy Brown, Ford Foundation (pdf, 486 kb) Caitlyn Brazill, New York City Office of Financial Empowerment (pdf, 208 kb) 10:30 – 12:00 Collaborative Approaches for Improving Access to Banking Louisa Quittman, U.S. Department of the Treasury (pdf, 171 kb) Dennis J. Campa, Annie E. Casey Foundation (pdf, 574 kb) Kat Taylor, OneCalifornia Bank & OneCalifornia Foundation Ammar Askari, Marshall & Ilsley Bank (pdf, 136 kb) OR Post-Foreclosure Recovery: Rebuilding Neighborhoods Chris Pahule, Sacramento Housing and Redevelopment Agency (pdf, 1.5 mb) Michael Grover, Federal Reserve Bank of Minneapolis Debra Reyes, Neighborhood Lending Partners (pdf, 253 kb) Joseph Robertson, Fannie Mae (pdf, 743 kb) 1:30 – 3:00 Post-Foreclosure Recovery: Rebuilding Lives Sheri Powers, Unity Council Miguel Gutierrez, Fannie Mae (pdf, 109 kb) Nina Fedele, Social Serve (pdf, 2.5 mb) Tom Quinn, FICO (pdf, 353 kb) 3:30 – 5:00 Innovations in Affordable Housing Shannon Nazworth, Florida Supportive Housing Corporation (pdf, 1.5 mb) Robert Dowling, Community Home Trust (pdf, 2.9 mb) Stacey Epperson, Frontier Housing (pdf, 2.9 mb) Wednesday, March 17 8:30 – 10:00 Stimulating Economic Development in Distressed Communities Lena Robinson, Federal Reserve Bank of San Francisco (pdf, 66 kb) Phyllis Cassidy, Good Work Network (pdf, 496 kb) Clint Gwin, Southeast Community Capital (pdf, 1.3 mb) Stanley Tom, Valley Small Business Development Corporation 10:30 – 12:00 Leveraging Federal Resources for Community Development Lisa Richter, GPS Capital Partners (pdf, 595 kb) Kalima Rose, PolicyLink Greg Bischak, Community Development Financial Institutions Fund (pdf, 1.3 mb) Joseph Firschein, Federal Reserve Board of Governors NATIONAL COMMUNITY DEVELOPMENT LENDING SCHOOL NCDLS Pre-Conference Session: Introduction to the Fundamentals of Community Development Financing Sunday, March 14 3:30-5:00 Jeff Nugent, The Center for Leadership Innovation NCDLS Opening Session Monday, March 15th, 10:30-12:00 Jeff Nugent, The Center for Leadership Innovation Thomas FitzGibbon, MB Financial Bank Multifamily Affordable Rental Housing Financing (pdf, 45 kb) Basic: Monday, March 15th, 1:30-5:00 Wednesday, March 17th, 8:30-12:00 Advanced: Tuesday, March 16th, 8:30-12:00 Alex Viorst, Prudential Mortgage Capital Company Underwriting the Nonprofit Organization (pdf, 267 kb) Monday, March 15th, 1:30-5:00 Tuesday, March 16th, 1:30-5:00 Cathy Niederberger, PNC Bank Child Care and Charter School Facility Financing (pdf, 92 kb) Tuesday, March 16th, 1:30-5:00 Claudia Lima and Hannah Blitzer, Low Income Investment Fund Small Business Lending Monday, March 15th, 1:30-5:00 Tuesday, March 16th, 1:30-5:00 Andrew Gordon, Arizona MultiBank CDC Understanding Microfinance Tuesday, March 16th, 8:30-12:00 Anne Haines Yatskowitz, ACCION New Mexico – Colorado – Arizona (pdf, 631 kb) Roberto Barragan, Valley Economic Development Center (pdf, 60 kb) Susan Winstead, Bank of America (pdf, 28 kb) Advanced Session: Underwriting for Green Multifamily Development (pdf, 8.9 mb) Tuesday, March 16th, 8:30-12:00 Wednesday, March 17th, 8:30-12:00 Lisa Michelle Galley and George Vavaroutsos, Galley Eco Capital LLC Special Seminar: Innovation as the New Norm! Wednesday, March 17th, 8:30-10:00 Jeff Nugent, The Center for Leadership Innovation Thomas FitzGibbon, MB Financial Bank 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 Ian Galloway, Federal Reserve Bank of San Francisco Jonathan Kivell, United Bank Courtney Mailey, Federal Reserve Bank of Richmond 8:45 – 9:45 Overview Panel: Current State of the Market and Recent Trend Mark Pinsky, Opportunity Finance Network Ellen Seidman, New America Foundation and ShoreBank (pdf, 74 kb) William Bynum, Enterprise Corporation of the Delta (pdf, 459 kb) John Moon, Federal Reserve Board 9:45 – 10:45 Investing from Multiple Perspectives: Know Your Partner (pdf, 74 kb) Debra Schwartz, MacArthur Foundation Ellen Sahli, City of Chicago Andrew Mooney, LISC/Chicago Calvin Holmes, Chicago Community Loan Fund 11:00 – 12:00 Online Tools for Community Development Investing (pdf, 1.9 mb) Kirk Inglis, Prosper Marketplace Lisa Hall, Calvert Foundation Giovanna Masci, Kiva Ian Galloway, Federal Reserve Bank of San Francisco Prabal Chakrabarti, Federal Reserve Bank of Boston 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 Georgette Wong, Correlation Consulting Lisa Richter, GPS Capital Partners 2:15 – 3:15 Green Investing (pdf, 546 kb) Frank Altman, Community Reinvestment Fund Mike Italiano, Capital Markets Partnership Robin Hacke, Living Cities John Berdes, ShoreBank Enterprise Cascadia 3:30 – 4:30 New CRA Investment Opportunities in Retail Finance (pdf, 1.74 mb) Arjan Schütte, Center for Financial Services Innovation Michael Griffin, KeyBank James Gutierrez, Progreso Financiaro Daniel Nissenbaum, Goldman Sachs 4:30 – 5:30 Connecting Investors with Investments in New Orleans Ed Powers, Bank of America Arjan Schütte, Center for Financial Services Innovation Gloria Lee, Next Street Thomas FitzGibbon, MB Financial Bank SITE POLICIES PRIVACY CONTACT US WORK FOR US © 2019 Federal Reserve Bank of San Francisco