CDFI Forum: Bank Partnerships – August 10, 2017


9:00 a.m. Registration
9:15 Welcome and Overview of CDFIs (Community Development Financial Institutions)
Todd Greene, Federal Reserve Bank of Atlanta
April Atkins, Federal Deposit Insurance Corporation (FDIC)
9:30 State of the CDFI Industry
Presentation of national industry trends, insights, and emerging issues
Moderator: Michael Swack, University of New Hampshire
Annie Donovan, CDFI Fund, U.S. Treasury
Lisa Mensah, Opportunity Finance Network
10:30 Florida's Economy and CDFIs in the Southeast
Florida's economy: broad economic trends and forecast, followed by a presentation of data on CDFIs in the Southeast drawing from the Richmond Fed's biennial survey of the industry
Moderator: April Atkins
Sean Snaith, Institute for Economic Competitiveness, University of Central Florida
Emily Wavering, Federal Reserve Bank of Richmond
11:30 Lunch and networking
Noon Small Business Survey: Findings from Florida, Federal Reserve Banks
Karen Leone de Nie, Federal Reserve Bank of Atlanta
12:15 p.m. Capitalizing and Sustaining CDFI Loan Funds: Challenges and Opportunities
Short Ted-talk style presentations from a range of CDFI and industry leaders on best practices and promising approaches for capitalization, expansion, and creation of sustainable operations
Moderator: Will Lambe, Federal Reserve Bank of Atlanta
Aaron Seybert, Kresge Foundation  
Clint Gwin, Pathways Lending
Donna Gambrell, Appalachian Community Capital and Federal Reserve Bank of Atlanta
Lenwood Long, Carolina Small Business Development Fund
Lori Chatman, Enterprise Community Partners
1:15 Florida CDFI Loan Funds: Response from Florida's industry leaders
Each Florida-based CDFI represented will have the opportunity to take three to four minutes to describe their business, opportunities and challenges they are facing, and partnership interests
Moderators: April Atkins, Lisa Mifflin, Will Lambe
2:00 Evaluating Bank Investment in CDFIs
Participants will engage in dialogue with regulatory experts from the FDIC, Federal Reserve, and Office of the Comptroller of the Currency (OCC) on policy, risk management, and Community Reinvestment Act considerations related to CDFI investments
Moderator: Lisa Mifflin, OCC
3:00 Wrap Up and Next Steps for Effective Partnerships
3:15 Adjournment