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Peer Forum Agenda

Day 1: Presentation Materials

10:45 AM - Best Practices in Aligning Bank Values and Culture with Mission

Darrin Williams (Southern Bancorp)

Vince Siciliano (New Resource Bank)

David Reiling (Sunrise Banks)

Tom Ogaard (Native American Bank)

2:30 PM - Strategies for Expanding Small Business Lending

Blondel Pinnock (Carver Bancorp)

Doyle Mitchell (Industrial Bank of D.C.)

Ted Kim (Noah Bank)

Gray Flora (BankFirst)

3:45 PM - Developing a Perfect Pitch for Raising Capital

Dorey Wiley (Commerce Street Capital)

Saurabh Narain (NCIF)

Day 2: Presentation Materials

10:00 AM: Reaching Millennial Customers

Jeanne Hogarth (Center for Financial Services Innovation)

Ron Milsap (Urban Partnership Bank)

Megan Hryndza (Mighty)

David DeFazio (StrategyCorps)

11:30 AM: Optimizing Mission and Margin with Organizational Structure

Ken Hale (Bank of Montgomery)

Kent Curtis (First Southwest Bank)

Tabitha Atkins (City First Bank of DC)

Dom Mjartan (Southern Bancorp)

1:30 PM: Best Practices in Building Systems to Demonstrate Impact

Erin Kilmer-Neel (Beneficial State Bank)

Jane Henderson (Virginia Community Capital)

Tracy Cox (Self Help)

Greg Bischak (CDFI Fund)