Peer Forum Materials

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Peer Forum Agenda

Day 1: Presentation Materials

9:30 AM - Telling the CDFI Bank Story

Links to full videos (PLEASE mute volume during meeting)

Dom Mjartan (Southern Bancorp): Branding for Margin in Mission

Becca Hoeft (Sunrise Banks): Telling Sunrise's Story

11:00 AM - Intersection between CDFI Banks and Impact Investing

Catherine Godschalk (Calvert Foundation): Impact Investing 101

Gil Crawford (MicroVest): Intersection Between CDFI Banks and Impact Investing

Ron Homer (RBC Global Asset Management): The Access Capital Investment Strategy

2:00 PM - Launch of HUD FHA Multifamily Preservation Guarantee Program for CDFIs

Diana Talios (Office of Multifamily Housing, FHA): FHA Risk Sharing Programs

3:15 PM - Innovations in Financial Literacy

Bill Keller (Community Bank of the Bay): The Hidden Genius Project

Dan Skaff (Beneficial State Bank): Our Approach to Consumer Empowerment and Financial Access

Day 2: Presentation Materials

8:30 AM - Membership Meeting

Jane Henderson (Virginia Community Capital): Industry Landscape

10:00 AM - Combating Payday and Predatory Lending

Kelly Cochran (CFPB): CFPB's Proposals Under Consideration for Payday, Vehicle Title, and Similar Loans

David Reiling (Sunrise Banks): TrueConnect

Huey Townsend (Guaranty Bank): Guaranty Bank & Trust Co. Small Loan Program

11:15 AM - Financial Inclusion

Bill Dana (Central Bank of Kansas City): Financial Inclusion

Max Yates (BankPlus): New Findings in Financial Inclusion