2023 CDFI Coalition Institute
March 15-16, Washington, DC
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Agenda
Wednesday, March 15th
All events in Federal AB, Capital Hilton
8:00 AM
Breakfast
8:30 AM
Welcome
- Ceyl Prinster, Chair, CDFI Coalition and President & CEO, Colorado Enterprise Fund
- Michael Rhodes, Executive Director of Community Development Banking, JPMorgan Chase
8:40 AM
Keynote Video
Senator Mark Warner (D-VA)
Co-chair, Senate Community Development Finance Caucus [Bio]
8:45 AM
Federal Agency Panel
Moderator: Eileen Fitzgerald
- Sarah Brundage, Senior Advisor for Housing Supply and Infrastructure, Office of the Secretary, U.S. Department of Housing and Urban Development
- Jimmy Dahman, Chief of Staff, Rural Business-Cooperative Service, U.S. Department of Agriculture
- Josiah Keilson, Outreach Manager for the State Small Business Credit Initiative, U.S. Department of Treasury
- Lynda Perez, Director of the Division of Community Discretionary and Demonstration Programs, The Administration for Children and Families, U.S. Department of Health and Human Services
- Daniel Upham. Chief. Microenterprise Loan Division. Office of Financial Assistance. U.S. Small Business Administration
9:45 AM
Break
Fruit and snacks provided
10:00 AM
Policy Keynote
Noel Andrés Poyo
- Deputy Assistant Secretary for Community Economic Development, U.S. Department of Treasury [Bio]
- Introduction by: Cathie Mahon, CEO of Inclusiv and CDFI Coalition Board member
10:15 AM
News from the CDFI Fund
Katey Forth, Executive Vice President, Public Funding, Cinnaire (Moderator)
- Marcia Sigal, Deputy Director, Policy and Programs, CDFI Fund
- Michelle Dickens, Manager, Office of Certification Policy and Evaluation, CDFI Fund
- Jeff Merkowitz, Senior Advisor, Office of the Director, CDFI Fund
- Pooja Patel, Program Manager, CDFI/NACA Program, CDFI Fund
- Andrew Schlack, Program Manager, Capital Magnet Fund, CDFI Fund
11:30 AM
The Inflation Reduction Act
Kerwin Tesdell, President, Community Development Venture Capital Alliance (Moderator)
- Ruby Alvarez, Vice President, Community Development, GECU
- Amy Brusiloff, Community Development Executive, CDFI Lending & Investing, Bank of America
- Betsy Biemann, Chief Executive Officer, Coastal Enterprises, Inc.
- Sadie McKeown, President, The Community Preservation Corporation
12:30 PM
Buffet Lunch and Legislative Overview
Bob Rapoza, President, Rapoza Associates
1:30 PM
Legislative Panel
Bob Rapoza, President, Rapoza Associates (Moderator)
- Rebecca Alcorn, Senior Policy Advisor, Senator Mike Crapo (R-ID)
- Beth Cooper, Senate Banking Committee
- Christopher Weaver, Sen. Mark Warner (D-VA)
2:30 PM
Adjourn to the Hill
3:00 PM
Hill Visits
5:30-7 PM
Reception at the Capital Hilton, Federal AB
Thursday, March 16th
All events in Federal AB, Capital Hilton
8:00 AM
Breakfast
8:30 AM
Annual CDFI Coalition Business Meeting
9:30 AM
Keynote Speaker
U.S. Senator Tina Smith (D-MN)
Chair, Subcommittee on Housing, Transportation, and Community Development, Committee on Banking, Housing, and Urban Affairs [Bio]
Introduction by Julia Nelmark, President & CEO, Midwest Minnesota Community Development Corporation
9:45 AM
Financing CDFIs and Community Development
Saurabh Narain, President and CEO, National Community Investment Fund (Moderator)
- Jessel Amin, Executive Director, Community Development Banking , JP Morgan Chase
- Sean Birney, Senior Vice President and Director of the Specialty Finance team, U.S. Bank Community Development Corporation
- Amir Kirkwood, President and CEO, Virginia Community Capital Social Enterprises
- Tony Smith, Senior Vice President and Territory Executive, PNC Community Development Banking
- Megan Teare, Managing Director, Wells Fargo Community Lending and Investment
11:00 AM
Break
Fruit and snacks provided
11:15 AM
Racial Equity 2.0 and the CDFI Movement
John Holdsclaw, President and CEO, Rochdale Capital (Moderator)
- Janis Bowdler, Counselor to the Secretary (Racial Equity), U.S. Department of Treasury
- Nicole Elam, President and CEO, National Bankers Association
- Dan Marsh, President, National Development Council
- Andre Perry, Senior Fellow, Brookings Metro, Bookings Institute
- Kylie Patterson, Senior Advisor – CHIPS for America · U.S. Department of Commerce
12:30 PM
Adjourn
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