Tuesday, March 2, 2010

7:30 – 8:30 AM - Registration & Breakfast

8:30 – 9:00 AM - Welcome and Opening Remarks

9:00 - 9:45 AM - The Economy:  Current Conditions in our Nation and in Underserved Communities (Panel Discussion): Economist Eileen Mauskopf, Senior Economist,  Federal Reserve Board of Governors and Dory Rand, President of  the Woodstock Institute will share their views of the economy for the coming year, both in general, and in underserved communities in particular.  Moderator, Michael Swack, Carsey Institute, University of New Hampshire 

9:45 - 10:20 AM - What’s the Mood of the Congress as it Develops Budget and Policy Priorities in this Mid-Term Election Year?  Rapoza Associates will review issues before Congress this year, with emphasis on Congressional receptivity to CDFI and community and economic development funding across federal agencies.  

 10:20 - 10:35 AM - Break

10:35 - 11:00 AM -  What are the Administration’s Priorities for Community and Economic Development Support, Including for CDFIs in the Coming Year?  Derek R.B. Douglas, Special Assistant to the President for Urban Affairs will share the Administrations priorities as they relate to CDFIs and community and economic development programs. 

11:00AM - 12:00 PM - Roundtable Discussion Among Leaders from all Sectors of the CDFI Movement will Share Their Perspectives on the Past Two Years and Their Thoughts about the Future (Panel Discussion): Connie Evans, Association of Enterprise Opportunity, Jeannine Jacokes, Community Development Bankers Association, Kerwin Tesdell, Community Development Venture Capital Alliance, Cliff Rosenthal, National Federation of Community Development Credit Unions and Donna Fabiani, Opportunity Finance Network will discuss the impact of the recession on their members, and their thoughts on what lies ahead.
Moderator: James Klein, Finance Fund CDFI

12:00 - 12:15 PM - How the CDFI Coalition is Evolving to meet the Needs of the CDFI Movement 

12:30 - 1:30 PM - Lunch:  Congressional Staff Discuss Legislation Impacting CDFIs and Community Development Invited Panelists who staff  Members of Committees with authority over CDFIs will discuss their views on the 2011 Budget and other issues:   Melissa Petersen (Senator Durbin), Ed Mills (Senator Landrieu) and Bill Zavarello (Congressman Frank).  Moderator:  Alison Feighan

1:30 - 2:00 PM - Legislative and FY 2011 Appropriations Goals for the CDFI Coalition / Preparation for Hill Visits Alison Feighan will  review the CDFI Coalition’s Legislative Agenda as attendees prepare to meet with Congressional offices.

2:30 - 5:00 PM - Hill Packets will be Distributed; Attendees Should Make Appointments with their Representatives and Senators Independently, anytime between 2:30 and 5:00pm.

5:00 - 7:00 PM - Capitol Hill Reception,
All Institute attendees and speakers are invited to the Capital Hill reception, which will be held in the Rayburn House Office Building in Room B369.
A Recognition Award will be presented to retiring Senator “Kit” Bond

Wednesday, March 3, 2010

7:30 - 8:30 AM - Breakfast (Attendees will have the opportunity to sit at tables focusing on topics of importance to various types of CDFIs)

8:30 – 9:00 AM - Hill Debriefings – Attendees will Report on the Success of their Visits to Capitol Hill the Previous Day                          

9:00- 9:15 AM - Donna J. Gambrell - Director, The CDFI Fund

9:30 –  10:30 AM - What is Next for the CDFI Fund (Panel Discussion): As the CDFI Fund celebrates its 15th Year Anniversary, the panel, which will include Scott Berman, acting COO , Ruth Jaure, CDFI Program Manager, and  Greg Bischak, Research Manager,  will discuss the Agency’s plans for the coming year in light of the President’s Budget proposing 2 new initiatives. Moderator: Linda Davenport, Rapoza Associates

 10:30 - 10:45 AM - Break

10:30AM – 11:45 PM - Accessing Capital for Housing and Facilities: Federal Home Loan Bank Membership for CDFIs,  Capital Magnet Fund, Rural Housing, and Facilities Lending (Panel Discussion): The panel will focus on current and new mechanisms through which CDFIs and their affiliates can access funding for housing. Chad Parker - USDA, Scott Biele - FHLB –Atlanta, Eldridge Edgecomb - FHLB Chicago,   David Beck, Self Help, Scott Pearson, Department of Education; Cindy Stewart, NCB Capital Impact.  Moderator:  Trinita Logue, IFF                 

12:00 - 1:00 PM - Gene Sperling, Counselor to the Secretary of the Treasury (confirmed)  

1:00 - 2:00 PM - Federal Sources for Business Lending (Panel Discussion): The panelists will discuss a range of federal programs that support business lending by CDFIs.  Grady Hedgespeth, Director, Office of Financial Assistance, Small Business Administration, Lynda Perez, Director,  HHS Office of Community Service,  Carolyn Parker- USDA,  Ron Phillips, Coastal Enterprises, and  Tom Smith, Rural Enterprises, Inc.  Moderator:  Frank Altman, Community Reinvestment Fund

2:00 - 3:00 PM - Private Sector Sources for CDFI Lending (Panel Discussion) The panel will discuss their current and anticipated financing for CDFIs and the invited panelists include Dan Nissenbaum, Urban Investment Group, Goldman Sachs, 10,000 Businesses Initiative, Dudley Benoit, Senior Vice President, JP Morgan Chase,  Andrew Ditton,  Citi,  and  Dan LeTendre, Bank of America/Merrill Lynch .  Moderator:  Shari Berenbach, Calvert Foundation

3:00 - 4:00 PM - “Green” Capital (Panel Discussion): The panel will include both practitioners and federal agency representatives on the increase in capital to fund “green” jobs and lending in underserved communities.    David Lloyd, Director, Office of Brownfields and Land Revitalization, Environmental Protection Agency,  Mark Bailey,  Dept of Energy,  Charlie Bartsch, ICF International.   Moderator: Joel Freehling, Sr Vice President, Shorebank.

4:00 - 5:00 PM - Capital through CDFI Intermediaries (Panel Discussion): Representatives of CDFIs that provide financing capital to CDFis, non-profits and community development corporations have been invited to talk about their plans for the year ahead.  Panelists include Jenn Pryce, Calvert Foundation, Saurabh Narain, National Community Investment Fund,  Cliff Rosenthal, National Federation of Community Development Credit Unions,  and Beth Lipson, Opportunity Finance Network.  Moderator:  Eileen Stenerson, Wells Fargo

Institute Adjourns