Peer Forum Agenda

Day 1: Presentation Materials 

9:00 AM Mission as Competitive Advantage

Kent Curtis (First Southwest Bank)

Jane Henderson (Virginia Community Capital)

11:30 AM FinTech and CDFI Bank Partnerships 

Lori Bettinger (BancAlliance)

Marcus Robinson (PriorityOne Bank)

Melanie Stern (Spring Bank)

Kat Taylor (Beneficial State Bank)

Day 2: Presentation Materials 

9:45 AM Telling the CDFI Bank Story

Liz Wainger (Wainger Group)

12:45 PM CDFI Banks and the Federal Home Loan Banks

Joint Presentation from the Atlanta & Dallas FHLBs 

1:45 PM Discussion of Proposed Section 1071 Small Business Reporting and How it Can Work for CDFI Banks and their Communities 

Consumer Financial Protection Bureau (CFPB) Presentation

3:00 PM Secret Sauce: Best Lessons Learned in Applying to the CDFI Fund 

Joint Presentation of Manjima Bose (FUND Consulting), Ben Sones (FI Strategies), Dawn Reiff (Community Funding Advisors), and Saurabh Narain (National Community Investment Fund)