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Monday, March 11
 

8:00am

Breakfast



Speakers
avatar for Jose Antonio Vargas

Jose Antonio Vargas

Journalist, Author, Filmmaker
Jose Antonio Vargas is a Pulitzer Prize-winning journalist, Emmy-nominated filmmaker, and a leading voice for the human rights of immigrants. He is the founder of Define American, the nation’s leading non-profit media and culture organization that fights injustice and anti-immigrant... Read More →


Monday March 11, 2019 8:00am - 9:30am
TBA

9:30am

Advocating for transparency: Small business lending disclosures legislation
This session will give an overview of how California State Senate Bill 1235 was introduced (including brief Small business Borrowers’ Bill of Rights (BBoR) history) and detail the process by which its supporters were able to get the bill passed. SB 1235 represents the first-ever Truth In Lending Act (TILA) disclosure for small business financing in the nation. We’ll discuss how BBoR was used as a model for the legislation, tactics for engaging legislators, the coalition building process, challenges and opposition from industry; how we leveraged different players including the governor’s office, social justice organizations, business organizations and both political parties; and key success factors, lessons learned and future plans.

Moderators
avatar for Joyce	Klein

Joyce Klein

Director, FIELD, The Aspen Institute
Joyce Klein is director of FIELD at the Aspen Institute, which advances business ownership as an economic opportunity strategy. She has more than 25 years of experience studying and supporting microenterprise and entrepreneurial development programs in the United States, and has authored... Read More →

Speakers
avatar for Louis Caditz-Peck

Louis Caditz-Peck

Director of Public Policy, Lending Club
As director of Public Policy for LendingClub, Louis strives to create a financial system that harnesses technology innovation to treat people better. He joined LendingClub 5 years ago to develop and launch its small business lending program, using technology to reach the smaller businesses... Read More →
avatar for Heidi Pickman

Heidi Pickman

Associate Director, CAMEO
Heidi Pickman joined CAMEO in 2011 to develop and manage CAMEO’s communication and advocacy activities, and has increasingly taken on more responsibility. She continues to lead the communications and advocacy strategies, while adding programming and membership engagement to her... Read More →
GV

Gabriel Villarreal

Policy Advocate, Opportunity Fund
Gabriel Villarreal has been working as a policy advocate at Opportunity Fund, the nation’s largest CDFI small business microlender, since 2016. With Opportunity Fund, Gabriel has worked to advance fair-lending standards for commercial lending at the local, state and national levels... Read More →
RJ

Renee Johnson

Director of Government Affairs/ Director of Outreach, Small Business Majority
Renée J. Johnson manages Small Business Majority’s federal policy and government affairs efforts and its outreach and educational efforts to small-business owners and business groups in the Mid-Atlantic region. Prior to joining Small Business Majority, Renée served as the Project... Read More →


Monday March 11, 2019 9:30am - 11:00am
Columbia 1

9:30am

Community control of land & housing
This session will focus on issues explored by Jarrid Green, senior research associate at the Democracy Collaborative, in a recently released report, “Community Control of Land & Housing.” Topics such as displacement borne out of policies and impacts of Community Land Trusts, Limited Equity Housing Cooperatives, Community Benefit Agreements, Resident Owned Communities and Land Banks will all be discussed. The report also made recommendations and highlighted the ways anchor institutions can support the scaling of these strategies (with acknowledgment of their own role in shaping current dynamics).

Moderators
KP

Katie Parker

Senior Research Associate, The Democracy Collaborative
Katie Parker joined The Democracy Collaborative in 2014 and has been working to support the Anchor Learning Network. A primary area of focus has been on how anchor institutions can leverage their business practices, such as procurement, hiring and investment, to build community wealth... Read More →

Speakers
BA

Bob Adams

Program Development Manager, Maggie Walker Community Land Trust
avatar for Peter Hainley

Peter Hainley

Executive Director, CASA of Oregon
Since 1992, Peter has worked at CASA of Oregon as an accountant, developer and executive director. Peter served in the Peace Corps in the Dominican Republic. He was (briefly) a CPA. Peter serves on the boards of NCRC, Community Housing Fund, Network for Oregon Affordable Housing and... Read More →
C

Citlalli Velasquez

Community organizer, Latino Economic Development Center
Citlalli Velasquez is a community organizer that mobilizes low-income tenants into tenant associations for the purposes of collective bargaining or negotiating with landlords/ developers to exercise their right to safe, affordable, dignified and healthy homes. She also organizes a... Read More →


Monday March 11, 2019 9:30am - 11:00am
Holmead

9:30am

Community Reinvestment Act basics
Banks are critical community partners and can be a catalyst for change in your neighborhood, particularly when public resources shrink. This session explores how the Community Reinvestment Act (CRA) can be used to increase reinvestment in your communities. Find out how banks are rated on CRA exams and how you can influence that rating. Learn how to perform a quick data analysis on a bank’s performance and how to comment to federal regulators on bank merger proposals. This session will also cover some of the changes to CRA that have been recently proposed, and their likely impact on underserved communities.

Speakers
KH

Kevin Hill

Community Reinvestment Act Manager, NCRC
Kevin Hill is the Community Reinvestment Act manager at NCRC. Kevin works with NCRC’s members and the Regional Organizers to ensure that NCRC’s CRA campaigns stay on track and are successful. Kevin grew up in moderate-income neighborhoods in Fresno, CA where he learned firsthand... Read More →


Monday March 11, 2019 9:30am - 11:00am
Columbia West

9:30am

Connecting founders of color to capital and community
Start Up, Stay Up, Scale Up (SU)³ [pronounced sue cubed] is an initiative designed to address the challenges in access to capital, social networks and expertise that founders of color encounter in growing their businesses. In Albuquerque, New Orleans and San Francisco, people of color are underrepresented as business owners. Evidence suggests that the low numbers are due not to the lack of entrepreneurs, or absence of viable business ideas, but rather to social and financial capital remaining amongst primarily white entrepreneurial networks. Without the expertise and coordinated efforts to meet the needs of entrepreneurs of color, cities are failing to benefit from the success and exponential impact on local innovation and wealth creation these founders stimulate.


(SU)³ cities are taking an ecosystem-approach to break down the barriers to capital, strengthen public policy and expand networks. In this session, local ecosystem builders from Albuquerque, New Orleans and San Francisco, as well as Living Cities’ (SU)³ leaders, will share how they are unlocking the resources and relationships in their entrepreneurial ecosystem to provide founders of color the resources they need to thrive.

Moderators
ED

Eleni Delimpaltadaki Janis

Chief of Capital Markets, NCRC
Eleni Delimpaltadaki Janis has joined NCRC as Chief Capital Markets Officer and Managing Director. Delimpaltadaki Janis is a social impact executive with an extensive record of success developing new business, large-scale programs and investment strategies for corporations, social... Read More →

Speakers
TL

TD Lowe

Partner, 42Phi Ventures
avatar for Judith Dangerfield

Judith Dangerfield

Owner, MetroSource
An entrepreneur and owner of Metro-Source, LLC, a New Orleans-based consulting firm, Judith Williams Dangerfield has provided consultation to numerous local, state and national organizations and government entities across multiple subject matters including workforce development, small... Read More →
avatar for Robin Brule

Robin Brule

Chief Community Engagement Officer, Nusenda Credit Union
Currently, Robin serves as the Vice President of Community Relations and Assistant to the President at Nusenda Credit Union. In addition, Robin serves as an “executive on loan” from Nusenda to Mayor Richard J. Berry, City of Albuquerque, to help accelerate implementation and results... Read More →
avatar for Elizabeth Reynoso

Elizabeth Reynoso

Assistant Director of Public Sector Innovation, Living Cities
Elizabeth joined Living Cities in June 2015 as Assistant Director of Public Sector Innovation.   She works on the development of public sector strategies to foster promising public practices and accelerate the uptake of innovation across the country.  Elizabeth served as the first... Read More →


Monday March 11, 2019 9:30am - 11:00am
Fairchild

9:30am

So you want to start a Community Development Finance Institution?
What does it take to become a Community Development Finance Institution (CDFI)? How do you find funding for them? Is a CDFI a good fit for your community? This session will describe the decisions behind creating and growing a CDFI to best serve your community.

Moderators
DA

David Adame

President/CEO, Chicanos Por La Causa, Inc.

Speakers
AD

Annie Donovan

Senior Fellow, Center for Community Investment, Lincoln Institute of Land Policy
Annie Donovan is currently a senior fellow at the Center for Community Investment at the Lincoln Institute of Land Policy. Most recently, she served at director of the U.S. Department of the Treasury’s Community Development Financial Institutions Fund (CDFI Fund). Prior positions... Read More →
JF

Jason Friedman

Principal, Friedman & Associates
For 30 years, Jason has devoted his career to helping community development lenders increase their performance and impact. Friedman Associates, LLC is a CDFI consulting services firm comprised of former senior-level CDFI professionals with a proven track record of success. Friedman... Read More →
avatar for Amy Shir

Amy Shir

President & CEO, LHOME
Amy Shir is the executive director for LHOME, the only certified nonprofit CDFI based in Louisville, Kentucky. Prior to this position, Amy was a national asset building consultant and financial educator, working in the economic empowerment field for 18 years. In 2000, Amy launched... Read More →


Monday March 11, 2019 9:30am - 11:00am
Kalorama

9:30am

Special Initiatives Convening
NCRC’s Special Initiatives division is devoted to the identification and development of emerging opportunities for the reinvestment of wealth within communities.  The division serves as a venue for innovative thought, driving the advancement of NCRC’s mission for continued economic justice. Special Initiatives houses NCRC’s aging-related work as well as special focus areas, such as healthy communities. This is an interactive discussion for National Neighbors Silver partners, NCRC members and others around issue areas, priorities, trends, strategies, resources and opportunities to move our work forward together.

Monday March 11, 2019 9:30am - 11:00am
DuPont

9:30am

The new politics of housing finance reform
President Trump has nominated Mark Calabria as the new director of the Federal Housing Finance Agency (FHFA). With ascent of new leadership, there is also a growing conversation in Washington about shrinking the role of Fannie Mae and Freddie Mac in the mortgage market, and ending their decade-long stay in conservatorship. What is on the horizon for Fannie Mae, Freddie Mac and the Federal Home Loan Banks, their affordable housing obligations and their roles in ensuring access to affordable mortgage credit and homeownership for low- and moderate-income borrowers and communities across the country?

Moderators
EH

Ernie Hogan

Executive Director, Pittsburgh Community Reinvestment Group
Ernest E. Hogan, executive director for the Pittsburgh Community Reinvestment Group (PCRG), where he utilizes 30 years of experience to advance a neighborhood-driven agenda of economic growth. Incorporated in 1988 to provide a response to the financial institutions’ practice of... Read More →

Speakers
AP

Aracely Panameno

Director, Latino Affairs, Center for Responsible Lending
Aracely Panameño works on financial services issues impacting the financial security and well-being of Latinos and other communities of color. Since 2004, Aracely has helped formulate policy recommendations, foster stakeholder coalitions, and educate decision makers. Her expertise... Read More →
AM

Antoine M. Thompson

National Executive Director, National Association of Real Estate Brokers (NAREB)
Antoine M. Thompson is the executive director of the National Association of Real Estate Brokers (NAREB), the largest organization of African American real estate professionals in the United States. He is a partner in Creative PMO Solutions, a consulting firm that focuses on project... Read More →
EB

Erin Barry

Associate Vice President of Association, Mortgage Bankers Association
RR

Rob Randhava

Senior Counsel, The Leadership Conference on Civil and Human Rights, Washington, D.C.
Rob Randhava is a senior counsel with The Leadership Conference on Civil and Human Rights and The Leadership Conference Education Fund. Since January 2001, he has represented The Leadership Conference on Capitol Hill and with federal agencies, and he has provided policy, strategic... Read More →


Monday March 11, 2019 9:30am - 11:00am
Gunston

9:30am

Preparing housing counselors for the HUD certification exam
Limited Capacity full

This course is designed to provide housing counseling practitioners with test-taking tools and strategies in preparation for sitting for the U.S. Department of Housing and Urban Development (HUD) competency certification examination(s). This course does not replace content mastery, which can be obtained through the NCRC Dodd-Frank e-learning Training Series, but is designed to teach practitioners methods that will increase the probability of passing the HUD examination itself.
 
The six Core Topics are:
1.      Financial Management
2.      Home Maintenance and Financial Management for New Homeowners
3.      Consumer Rights and Responsibilities of Homeownership and Tenancy
4.      Fair Housing
5.      Housing Affordability
6.     Avoiding Delinquency/Default and Eviction.

Speakers
SO

Sue Ortiz

Director, Homeowner and Family Services, Habitat for Humanity of Michigan


Monday March 11, 2019 9:30am - 12:45pm
Cardoza

10:15am

Mobile Session: Evicted Tour at the National Building Museum
Limited Capacity full

A stable place to call home is one of the best predictors of success. Yet, each year more than 2.3 million Americans, most of them low-income renters, face eviction. While it used to be rare even in the poorest neighborhoods, forcible removal has become ordinary, with families facing eviction from the most squalid, barely inhabitable apartments. #JustEconomy participants will have an opportunity for a private tour of the Evicted exhibition at the National Building Museum, exploring the causes and impacts of eviction. A collaboration from Matthew Desmond, professor of sociology at Princeton University, a MacArthur “Genius” Fellow and best-selling author, Evicted offers an immersive experience bringing our visitors into the world of low-income renter eviction.

Participants must sign up in advance of the session; maximum participation 25 per tour. If you already have an account, sign up by clicking the check mark by the session's name. If not, please follow instructions here. Participants are responsible for their own transportation; please allow 20-30 minutes via public transportation or car.


Monday March 11, 2019 10:15am - 11:15am
National Building Museum (offsite)

11:15am

Mobile Session: Evicted Tour at the National Building Museum
Limited Capacity full

A stable place to call home is one of the best predictors of success. Yet, each year more than 2.3 million Americans, most of them low-income renters, face eviction. While it used to be rare even in the poorest neighborhoods, forcible removal has become ordinary, with families facing eviction from the most squalid, barely inhabitable apartments. #JustEconomy participants will have an opportunity for a private tour of the Evicted exhibition at the National Building Museum, exploring the causes and impacts of eviction. A collaboration from Matthew Desmond, professor of sociology at Princeton University, a MacArthur “Genius” Fellow and best-selling author, Evicted offers an immersive experience bringing our visitors into the world of low-income renter eviction.

Participants must sign up in advance of the session; maximum participation 25 per tour. If you already have an account, sign up by clicking the check mark by the session's name. If not, please follow instructions here. Participants are responsible for their own transportation; please allow 20-30 minutes via public transportation or car.

Monday March 11, 2019 11:15am - 12:15pm
TBA

11:15am

Building economic security for women
Women often survive in a near constant state of financial duress, simultaneously juggling the costs of housing, childcare, caregiving, health care and more. This interactive session will include leading voices, participating in a table discussion of sub-topics including workplace justice, childcare and universal preschool, affordable housing and aging and retirement. We will wrap up with concrete steps to advance economic security for all women.

Moderators
KK

Karen Kali

Manager of Special Initiatives, NCRC
Karen Kali leads the Special Initiatives work for NCRC, focused on aging in community, Age-Friendly Banking, healthy communities and other emerging areas. Karen’s career has focused on affordable housing, community development, engagement and advocacy. Prior to joining NCRC, Karen... Read More →

Speakers
LH

Lara Hinz

Director of Programs, Women's Institute for a Secure Retirement (WISER)
Lara Hinz is the director of programs at WISER, the Women’s Institute for a Secure Retirement. WISER is a nonprofit organization that works to help women, educators and policymakers understand the important issues surrounding women’s retirement income. In her role, Lara oversees... Read More →
H

Helen Blank

Former Director, Child Care and Early Learning, National Women's Law Center
Helen Blank directed the Child Care and Early Learning work at the National Women’s Law Center and the Children’s Defense Fund. She authored and led the campaign for the enactment of the Child Care and Development Block Grant, the first federal child care legislation and led efforts... Read More →
RM

Ruth Martin

Vice President, MomsRising
Martin is vice president of Workplace Justice Campaigns at MomsRising. Before joining MomsRising, Ruth worked at Planned Parenthood Federation of America, where she led a campaign to increase the public affairs capacity of affiliates. She established and led new initiatives at the... Read More →
S

Sehar Siddiqi

Policy Representative, National Association of REALTORS
Sehar Siddiqi is a policy representative with the National Association of Realtors (NAR), where she handles policy and programs related to real estate valuation, as well as federal policy related to FHA, VA and USDA housing programs and fair housing matters. Prior to joining NAR... Read More →


Monday March 11, 2019 11:15am - 12:45pm
Kalorama

11:15am

Technology Hubs and the Impact on Communities
Elite tech hubs and up and coming technology hotspots offer much to the community and people in which they thrive. However, these major technology regions are high-cost communities where wealth may be heavily concentrated in only certain areas. While tech communities offer an influx of new and sustainable jobs, an educated STEM workforce and the promise of economic ripples, community advocates must ensure that the economic benefits of tech hubs are available for everyone in the community.

Moderators
JJ

Jenn Jones

Chair of Membership and Policy, NCRC
Jenn Jones joined NCRC in January 2017 as the chief of Membership, Policy and Training with more than 20 years of marketing, policy and development experience. Prior to joining NCRC. Jenn served in the Obama administration as a senior policy advisor to HUD Secretary Julian Castro... Read More →

Speakers
MW

Michelle Winters

Executive Director, Alliance for Housing Solutions
Michelle Winters is executive director of the Alliance for Housing Solutions, a nonprofit organization that is working to increase the supply of affordable housing in Arlington and Northern Virginia through public education, policy development, advocacy and innovation. Prior to joining... Read More →
LA

Lena Afridi

Director of Economic Development, Association for Neighborhood and Housing Development
Lena Afridi is the director of Economic Development at the Association for Neighborhood and Housing Development. Born in Karachi and raised in Queens, Lena is committed to vibrant communities, good jobs, and safe and affordable housing for low- and moderate-income communities of color... Read More →
NH

Nathan Ho

Senior Director, Housing & Community Development, Silicon Valley Leadership Group


Monday March 11, 2019 11:15am - 12:45pm
Fairchild

11:15am

The Latino movement comes of age
Latinos are now the majority population in many cities and an increasingly important factor in elections. They are also a part of the reinvestment movement and have developed large numbers of community development corporations, Community Development Financial Institutions, workforce efforts and community organizations. After the 2016 election and the failure to respond to the devastation of Puerto Rico, the community needs to double down on its efforts to build power.

Moderators
avatar for Peter Hainley

Peter Hainley

Executive Director, CASA of Oregon
Since 1992, Peter has worked at CASA of Oregon as an accountant, developer and executive director. Peter served in the Peace Corps in the Dominican Republic. He was (briefly) a CPA. Peter serves on the boards of NCRC, Community Housing Fund, Network for Oregon Affordable Housing and... Read More →

Speakers
DB

Daniel Betancourt

President, CEO, Community First Fund
MC

Mario Caballero-Rubio

Executive Director, Centuro Cultural of Washington County
WG

Will Gonzalez

Executive Director, Ceiba
Will Gonzalez, Esq. is the executive director of Ceiba, a coalition of Latino community based organizations in Philadelphia. He has over 30 years of experience working on the housing, economic and civil rights of low to-moderate income families, people who are Limited English Proficient... Read More →


Monday March 11, 2019 11:15am - 12:45pm
Columbia 1

11:15am

What’s next in Community Reinvestment Act reform?
In 2018, NCRC and hundreds of its members led a nationwide campaign called #TreasureCRA, urging the administration and the federal bank agencies to strengthen the Community Reinvestment Act (CRA). We still have big questions about the changes needed to keep pace with technology and the transforming financial industry. We will have a lively discussion among banks, community groups and regulatory officials on what is the fate of assessment areas and branches on CRA exams. What activities and financing should count on CRA exams and to which demographic groups? How can grading become more rigorous? How can we elevate community group input on exams and merger applications?

Moderators
JS

Josh Silver

Senior Advisor, NCRC
Josh Silver is senior advisor at NCRC and has more than 25 years of experience in the housing and community development field. He produces white papers on the Community Reinvestment Act (CRA) and fair lending policy and issues. He also serves as an expert and provides advice and resources... Read More →

Speakers
BE

Byna Elliott

Chief Corporate Community & Economic Development Officer, Fifth Third Bank
Byna Elliott is senior vice president and chief corporate community and economic development officer. She oversees the bank’s charitable giving, economic development for underserved communities, and lending in urban and rural markets. That includes the bank’s $30 billion, five-year... Read More →
DL

David Lipsetz

Chief Executive Officer, Housing Assistance Council
David Lipsetz is the CEO at the Housing Assistance Council (HAC) and a leading expert in affordable housing and sustainable community development. David came to HAC after holding several White House-appointed positions, most recently serving as the associate administrator for Rural... Read More →
JW

Jaime Weisberg

Senior Campaign Analyst, Association for Neighborhood and Housing Development
Jaime Weisberg is senior campaign analyst at the Association for Neighborhood and Housing Development (ANHD). She has been at ANHD since 2012 and is responsible for ANHD’s bank reinvestment work, providing research and support to member organizations regarding bank mergers and the... Read More →
BW

Barry Wides

Deputy Comptroller for Community Affairs, Office of the Comptroller of the Currency
Barry Wides is the Office of the Comptroller of the Currency’s (OCC) deputy comptroller for community affairs, where he leads a department of community development professionals located in Washington, DC, and the OCC districts. The Community Affairs staff is responsible for outreach... Read More →


Monday March 11, 2019 11:15am - 12:45pm
Columbia West

11:15am

Yep, predatory lending still exists
Recent deregulation has caused a return of predatory products flooding the marketplace, including NINJA  financing and auto, payday and PACE loans with exorbitant pricing. These products continue to be problematic for borrowers and prey on LMI and communities of color. We will explore how these products can continue to be prevalent 10 years after the  financial crisis, and what housing professionals, advocates and individuals can do to intervene and eliminate these predatory practices.
                                                       
    

Moderators
AP

Aracely Panameno

Director, Latino Affairs, Center for Responsible Lending
Aracely Panameño works on financial services issues impacting the financial security and well-being of Latinos and other communities of color. Since 2004, Aracely has helped formulate policy recommendations, foster stakeholder coalitions, and educate decision makers. Her expertise... Read More →

Speakers
RL

Randall Lowell

Executive Director, Greenfield Institute
Randall Lowell is the executive director of Greenfield Institute. He is a nonprofit, real estate and lending professional with more than 30 years of experience in housing-related counseling and industry-leading curriculum development, teaching, consulting and expert analysis. Randall... Read More →
AC

Alys Cohen

Staff Attorney, National Consumer Law Center
MH

Matt Hull

Executive Director, Texas Associations of CDC's
Matt Hull has served as executive director of the Texas Association of CDCs for the past six years. He served as executive director for Habitat for Humanity of Texas for four years, and before that was with the Texas Association of CDCs as Director of Policy and Research (almost six... Read More →


Monday March 11, 2019 11:15am - 12:45pm
Holmead

12:45pm

Lunch
Speakers
avatar for Jesse Van Tol

Jesse Van Tol

Chief Executive Officer, NCRC
Jesse Van Tol is NCRC’s chief executive officer. He has been with NCRC since 2006 and has held a variety of leadership positions, most recently as chief operating officer, as well as senior positions in the organizing and membership, communications, policy and research departments... Read More →
avatar for Brian Montgomery

Brian Montgomery

Acting Deputy Secretary, U.S. Department of Housing and Urban Development
Brian D. Montgomery serves as the acting deputy secretary for the U.S. Department of Housing and Urban Development (HUD). In this role, he manages the day-to-day operations of the agency and advises and assists the secretary in leading the department’s nearly 8,000 employees. Brian... Read More →


Monday March 11, 2019 12:45pm - 2:15pm
Columbia Ballroom

2:15pm

Affordable housing and the 2020 election cycle
Affordable housing is shaping up to be a defining issue as we approach the 2020 election cycle. Multiple presidential-hopefuls have already introduced affordable housing policy proposals. But what distinguishes these proposals from one another? How do we make sure our priorities for community investment remain central election issues? Hear national housing policy experts weigh in with analysis of new proposals from Corey Booker, Elizabeth Warren and Kamala Harris.

Moderators
avatar for Brent Kakesako

Brent Kakesako

Executive Director, Hawaii Alliance for Community-Based Economic Development
Brent Kakesako feels humbled to co-learn alongside communities across Hawai’i and beyond and blessed with an awesome team he supports as best he can. He is driven by his family upbringing, the connection he feels to Hawai’i and his initial eye-opening community engagement experiences... Read More →

Speakers
SB

Samantha Booth

Government Relations Manager, Housing Assistance Council
E

Elayne Weiss

Senior Policy Analyst, National Low Income Housing Coalition
Elayne Weiss is a senior policy analyst at the National Low Income Housing Coalition (NLIHC). In her position at NLIHC, Elayne advocates for increased funding for federal housing programs and is responsible for NLIHC’s work in the areas of criminal justice reform, homelessness and... Read More →
KW

Kyle Williams

Director, Financial & Housing Policy, National Urban League
Kyle Williams is the Director of Financial & Housing Policy at the National Urban League. Kyle leads the organization's policy efforts to help low income families and communities of color gain access to traditional financial services, products and jobs. He works closely with the organization’s... Read More →


Monday March 11, 2019 2:15pm - 3:45pm
Holmead

2:15pm

DENIED: the economic barriers faced by minority entrepreneurs
Are we being too optimistic when we tell minority business owners that hard work will make them successful? NCRC’s small business testing project has unveiled a sad truth. Discrimination in lending is not exclusive to home mortgages. Our findings show that minorities face discrimination in obtaining small business loans across America, facing an uphill battle for wealth. This lending discrimination locks women and minority-owned small businesses out of wealth building opportunities. We will discuss how our research, academia and nonprofit organizations can drive advocacy together. We will also discuss tackling small business discrimination for future entrepreneurs.

Moderators
AL

Amber Lee Esq.

Civil Rights Testing Manager, NCRC
Amber is the civil rights testing manager for the Center for Civil Rights at NCRC. She is a graduate of the American University Washington College of Law and also received her masters in public policy from the American University School of Public Affairs. She is a member of the New... Read More →

Speakers
DS

Dr. Sterling A. Bone

Associate Professor, Utah State University’s Jon M. Hunstman School of Business,
Sterling A. Bone, Ph.D., is an associate professor of marketing at Utah State University’s Jon M. Huntsman School of Business and serves on the Arizona State University Center for Services Leadership research faculty network. He is currently the director of the Huntsman Sales Academy... Read More →
DG

Dr. Glenn Christensen

Associate Professor, Garrett Research Fellow and Associate Professor of Marketing, Marriott School of Business, Brigham Young University
Dr. Glenn L. Christensen is Garrett Research Fellow and associate professor of Marketing at the Marriott School of Business at Brigham Young University. He earned his Ph.D. in marketing and consumer behavior from Penn State University in 2002. Glenn's research focuses on the internal... Read More →
DJ

Dr. Jerome D. Williams

Executive Vice Chancellor and Provost, Rutgers University-Newark North
Jerome Williams is executive vice chancellor and provost of Rutgers University-Newark. He also is a distinguished professor and the prudential chair in Business (Marketing Department), and fellow of The Center for Urban Entrepreneurship & Economic Development (Management and Global... Read More →
DA

Dedrick Asante-Muhammad

Chief of Equity and Inclusion, NCRC
Dedrick Asante-Muhammad joined NCRC in January 2019 as the Chief of Equity and Inclusion. He oversees NCRC’s Fair Housing, Fair Lending and Small Business programs. Dedrick is known for his racial economic inequality analysis particularly as it relates to the racial wealth divide... Read More →


Monday March 11, 2019 2:15pm - 3:45pm
Gunston

2:15pm

Disaster recovery triage: Assess, plan, execute
In the aftermath of a devastating event, what does community-focused rebuilding look like? Disaster recovery continues to be an important topic for our members as communities work conscientiously to redevelop after a disaster. Financial institutions have coordinated recovery efforts with community organizations, and the need persists to develop a model of disaster management and recovery. What does a staged recovery plan look like that triages the immediate needs but also transitions to thoughtful development? Hear from professionals who have managed disaster recovery challenges and developed solutions to respond to this immediate need.

Moderators
VH

Virginia Holman

Housing Specialist, HUD- Office of Housing Counseling
Virginia Holman is a housing specialist for the Office of Housing Counseling (OHC) in the office of Outreach and Capacity Building. She has been with HUD 37 years and with OHC since the Office started in 2013. Currently she develops and presents training for housing counselors, monitors... Read More →

Speakers
CE

Chris Estes

Senior Vice President of Business Strategy, Rebuilding Together
avatar for Howard A. Kunst

Howard A. Kunst

Science & Analytics, CoreLogic, Chief Actuary
Howard A. Kunst began his actuarial career at a Wisconsin based insurance company in 1984. After holding a full range of actuarial roles with increasing responsibilities across multiple companies, Howard joined CoreLogic as chief actuary in June 2012. CoreLogic provides a variety... Read More →
VJ

Vann Joines

Gulf Coast Housing Partnership, Project Manager
Vann Joines is the senior project manager at Gulf Coast Housing Partnership (GCHP), the largest nonprofit real estate development company in the Gulf South, and leads a team of analysts and project managers in commercial and multifamily developments. Prior to joining GCHP, Vann had... Read More →


Monday March 11, 2019 2:15pm - 3:45pm
Columbia 1

2:15pm

Health equity and anchor institutions
Hospital systems, like banks and financial institutions, must invest in communities. With strong motivation from the Affordable Care Act, more hospital systems are collaborating successfully with community-based organizations to make long lasting progress towards health equity. This session dives into the ways community groups can partner, conduct assessments, build community support and launch task forces to ultimately collaborate with hospital anchor institutions.

Moderators
CH

Courtney Hodapp

Head of the Office of Nonprofit Engagement, JPMorgan Chase

Speakers
KS

Kendra Smith

Director, Social Determinants of Health, ProMedica
Kendra Smith is the director of Social Determinants of Health at ProMedica, a mission-based, not-for-profit integrated healthcare organization headquartered in Toledo, Ohio. It serves communities in 30 states across the nation. With wide-ranging experience in real estate development... Read More →
RD

Rev. Dr. Terrence Keeling

President/CEO, Central Baptist Community Development Corporation
Reverend Dr. Terrence S. Keeling is pastor of Central Baptist Church and president and chief executive officer of the Central Baptist Community Development Corporation in Wilmington, Delaware. His community-based application of the gospel which focuses on “whole” as opposed to... Read More →
TE

Tanya Edelin

Director, Community Health Strategy and Operations, Kaiser Permanente


Monday March 11, 2019 2:15pm - 3:45pm
Kalorama

2:15pm

Shifting neighborhoods: Gentrification and Cultural Displacement in American Cities
We will discuss where we see gentrification and racial displacement taking place, factors that are used to identify gentrification and how it both revitalizes and threatens communities. Unfortunately, gentrification and displacement often go hand and hand. But it doesn’t have to. Communities can revive and spark an influx of new residents, while preserving affordable housing options for the people who grew up there. Policy ideas, examples and solutions will be discussed for members to take home and discuss with their communities.

Moderators
avatar for Jason Richardson

Jason Richardson

Director of Research, NCRC
Jason Richardson has spent over 10 years as a mortgage loan originator, a business banker and a geographer studying capital and credit. Previously, he worked for the National Association for the Advancement of Colored People (NAACP) studying the impact of structural barriers to homeownership... Read More →

Speakers
BM

Bruce Mitchell

Senior Research Analyst, NCRC
Bruce C. Mitchell, Ph.D. is senior research analyst at the National Community Reinvestment Coalition. He specializes in urban geography and has published works on environmental justice and disparity in the effects of urban heat and climate change for minorities and people of lower... Read More →
DS

Dr. Sabiyha Prince

Coordinator, Membership and Political Education, Empower DC
Native-Washingtonian Sabiyha Prince is an urban anthropologist, qualitative researcher and membership and political education coordinator for Empower DC. Her research and writing have focused on the ways race, class and other components of status and identity overlap to shape the... Read More →
BM

Beth McConnell

Policy Director, Philadelphia Association of Community Development Corporations
Beth joined Philadelphia Association of Community Development Corporations (PACDC) in 2013, bringing 20 years’ experience in advocacy and coalition building. She leads PACDC’s efforts to advance city, state and federal policies that help CDCs revitalize Philadelphia’s neighborhoods... Read More →
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Shekinah Mitchell

Neighborhood Partnerships Manager, Virginia Local Initiatives Support Corporation
Shekinah Mitchell is a Richmond, Virginia, native and currently serves as the Neighborhood Partnerships manager for Virginia Local Initiatives Support Corporation (LISC). She joined the Virginia LISC team with 10 years of nonprofit experience in youth development, fundraising and... Read More →
CG

Cat Goughnour

Founder, Principal, Radix Consulting
Cat Goughnour, award-winning, Oregon-born human rights advocate specializing in applied equity policy, holds a MSc: Race, Ethnicity and Post-Colonial Studies from London School of Economics and a BA in Socio-political Philosophy from Portland State University. Through Radix Consulting... Read More →


Monday March 11, 2019 2:15pm - 3:45pm
Columbia West

2:15pm

The future of fair housing
We are two years into the Trump administration and housing advocates are still wondering “what’s next?” We will discuss the future impacts of the Affirmatively Furthering Fair Housing rule suspension, declining Consumer Finance Protection Bureau enforcement and other changes within each agency. Panelists will frame our upcoming advocacy battles and policy responses. This is an opportunity to ask former and current federal employees about Washington’s shifting agenda on fair housing and its direct impact on our communities.

                                                       
    

Speakers
PF

Patrice Ficklin

Assistant Director of Fair Lending & Equal Opportunity, Consumer Financial Bureau
HN

Harriet Newburger

Senior Consumer Researcher (retired), FDIC (retired)
Prior to her retirement in 2017, Harriet Newburger held the position of senior consumer researcher in FDIC’s Division of Depositor and Consumer Protection. Her work focused on mortgage market trends, particularly as they relate to households historically underserved by the market... Read More →
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Sara Pratt

Counsel, Relman, Dane & Colfax PLLC
Sara Pratt is counsel at Relman, Dane & Colfax in Washington, DC She practices fair housing and civil rights law and is nationally recognized as a speaker and trainer on civil rights issues. Prior to joining Relman, Dane & Colfax, she was deputy assistant secretary for Enforcement... Read More →
CJ

Carol Johnson

Executive Director, Arkansas Fair Housing Commission
Carol Johnson, J.D., M.A., is executive director of the Arkansas Fair Housing Commission, the only state agency in Arkansas specifically charged with protecting civil rights. The Commission is a quasi-judicial, regulatory enforcement agency which receives, investigates and resolves... Read More →


Monday March 11, 2019 2:15pm - 3:45pm
Fairchild

2:15pm

Student loan lending: Understanding the basics and managing the debt
Limited Capacity full

This two day course will help counselors educate new and existing student loan borrowers in understanding financial aid, identifying loan options, selecting repayment options, managing delinquent and defaulted student loan debt and other pertinent student loan related topics.

Speakers
SA

Sid Alvarado

Director, Income & Asset Building Services, Commonwealth Catholic Charities
Sid Alvarado has used the community-economic development platform to address core issues of poverty for over 15 years. She is passionate about helping people meet life goals through financial goals. Sid serves as Director of Income and Asset Building Services at Commonwealth Catholic... Read More →
AS

Andrew Sobers

Instructor, NCRC
Andrew Sobers M.B.A., M.S.F., A.C.IS., has over 15 years of mortgage experience. He is currently employed at GMH Mortgage Services LLC as their pice President and branch manager. Andrew is responsible for the Boston office and growing the relationship with the industry partners. Prior... Read More →


Monday March 11, 2019 2:15pm - 3:45pm
DuPont

4:00pm

Membership Meeting
Monday March 11, 2019 4:00pm - 5:00pm
Columbia West

6:30pm

Awards Dinner
Speakers
avatar for John Taylor

John Taylor

President and Founder, NCRC
John Taylor is president and founder of the National Community Reinvestment Coalition (NCRC), the leading national community-based membership organization promoting economic fairness for low-income and traditionally underserved people. John has been the recipient of numerous local... Read More →
SA

Stella Adams

Chief Executive Officer, S J Adams Consulting
Stella Adams is the CEO of S J Adams Consulting, which provides community education in fair housing/fair lending issues; promotes community involvement in fair housing/fair lending issues and performs research and policy development in the areas of fair housing, fair lending and access... Read More →


Monday March 11, 2019 6:30pm - 8:30pm
TBA
 
Tuesday, March 12
 

8:00am

Breakfast
Speakers
avatar for Lael Brainard

Lael Brainard

Governor, Federal Reserve System
Lael Brainard took office as a member of the Board of Governors of the Federal Reserve System on June 16, 2014, to fill an unexpired term ending January 31, 2026. Prior to her appointment to the board, Lael served as undersecretary of the U.S. Department of Treasury from 2010 to 2013... Read More →


Tuesday March 12, 2019 8:00am - 9:30am
TBA

9:30am

CDFIs and CRA: Refreshing the Roots of Our Movement to Democratize Capital.
Let’s go back to the formative years of the CRA movement. From the days of Gale Cincotta to the Bill Clinton’s network of “ 100 community and community development banks and 1,000 microenterprise programs." Is this indeed a movement? Do CDFIs and CRA genuinely empower minority and lower-income communities, or have they become an “industry” over time? To move a #JustEconomy forward, we need to deepen our understanding of the historic role both the Community Reinvestment Act and Community Development Financial Institutions’s have played in democratizing capital around the country.

Moderators
HV

Hubert Van Tol

Senior Director, Economic Development, PathStone
Hubert Van Tol is the senior director for economic development at PathStone Corporation, based in Rochester, New York. He is also the president of the PathStone Enterprise Center, PathStone’s CDFI affiliate. Hubert has worked for PathStone since 2005 and became president of the... Read More →

Speakers
ES

Ed Sivak

Executive Vice President of Policy and Communications, Hope Enterprise
Ed Sivak is the executive vice president of Policy and Communications for Hope Enterprise Corporation/Hope Credit Union (HOPE). In his capacity as EVP, Ed manages the strategic direction and implementation of HOPE’s public policy activity and all internal and external communication... Read More →
MB

Marla Bilonick

CEO, Latino Economic Development Center-LEDC
Marla Bilonick was named LEDC’s CEO in 2014. As CEO, she leads Latino Economic Development Center's (LEDC's) regional efforts to drive the economic and social advancement of low- to moderate-income Latinos and other D.C. and Baltimore area residents by equipping them with the skills... Read More →
MF

Mary Fran Riley

Sr. V. P. External Affairs, Accion Chicago


Tuesday March 12, 2019 9:30am - 11:00am
Kalorama

9:30am

How fines, fees and the criminalization of debt strip wealth
Cities across the U.S. are increasingly seeking to balance their budgets and fund their criminal justice systems through ticketing, fees and fines. Attendees will gain an understanding of the various ways governments extract excessive fines and fees and the disparate impact on low-income communities and communities of color. They will also gain an understanding of how our criminal justice system and the criminalization of debt is resulting in modern day debtors prisons. Criminalization of debt, and the aggressive tactics used to enforce this debt, are spiraling financially-marginalized residents into bankruptcy and poverty. This session will examine the issue of fees, fines and the criminalization of debt in four states (California, Illinois, Maryland, and North Carolina) with the goal of learning from each other. Panelists will present their research findings and engage attendees in a discussion on solutions for addressing this issue.

Moderators
DR

Dory Rand

President, Woodstock Institute
Dory Rand is president of Woodstock Institute, a research and policy nonprofit based in Chicago that is focused on equitable lending and investments, wealth creation and preservation, and access to safe and affordable financial products and services at local, state and national levels... Read More →

Speakers
LN

Lauren Nolan

Research Director, Woodstock Institute
Lauren Nolan is the director of research for the Woodstock Institute, a leading nonprofit research and policy organization in the areas of fair lending, wealth creation and financial systems reform. Lauren has an extensive background in community and economic development research... Read More →
QM

Quisha Mallette

Community Advocate, Reinvestment Partners
Mallette has been engaged in community-based advocacy work in North Carolina since 2008. She is a 2017 graduate of UNC School of Law and has earned bachelor’s degrees in History and Spanish, as well as a Master of Arts degree in Communication and Culture. Prior to law school, Quisha... Read More →
MW

Marceline White

Executive Director, Maryland Consumer Rights Coalition
Marceline White serves as the executive director of the Maryland Consumer Rights Coalition, where she leads the coalition of 8,500 supporters in promoting economic justice and financial inclusion throughout Maryland.
PG

Paulina Gonzalez-Brito

Executive Director, California Reinvestment Coalition


Tuesday March 12, 2019 9:30am - 11:00am
Fairchild

9:30am

Mobile Session: Equity in Art
Limited Capacity seats available

A grassroots movement took hold in Downtown Silver Spring, Maryland, over 10 years ago with the sole purpose of creating an economically, racially and culturally diverse “sub-urban” town center. This community continues to emerge “as the place to be” for people at all income levels. In December 2001, Downtown Silver Spring successfully earned its Arts and Entertainment District designation, receiving state funding; which sparked exponential growth. The community is now a popular regional destination that drives economic growth in Montgomery County. Now, Artspace, an affordable housing development, will convert a vacant police station into affordable live/work artist studios to build upon arts initiatives and strengthen the neighborhood’s core values. Artists contribute greatly to a neighborhood’s revitalization; it’s sense of place. Marrying the theory of creative “placemaking” and “placekeeping” with strategic investment creates distinct pathways for increased economic diversity. Join representatives from the local arts community, local government and nonprofits in Downtown Silver Spring, Maryland for an interactive panel presentation, discussion, studio visit and tour of the neighborhood with Arts on the Block.

Participants must sign up in advance of the session; maximum participation 25 per tour. If you already have an account, sign up by clicking the check mark by the session's name. If not, please follow instructions here. Participants are responsible for their own transportation; please allow 20-30 minutes via public transportation or car.

Meeting location: Arts on the Block studio space, 8510 Fenton St, Silver Spring, MD 20901. 

Speakers
AL

Anne L'Ecuyer

Executive Director, Arts on the Block
Anne L’Ecuyer, executive director of Arts on the Block, is a strategist and facilitator who stays closely connected to an international network of city leaders, cultural professionals, and individual artists. She is an expert in the creative industries and cultural tourism in the... Read More →
HZ

Heidi Zimmer

Senior Vice President, Artspace
As senior vice president of property development for Artspace, Heidi leads the Real Estate Development Division of Artspace. Her team is responsible for new Artspace projects including site selection, entitlements, all private and public financings, design and architecture, construction... Read More →
avatar for Molline Jackson

Molline Jackson

Special Assistant to the Planning Director, M-NCPPC
Molline Jackson is a self-motivated visionary; passionate about building stronger partnerships that enhance the quality and collaboration of public artworks and engage the community. She holds a Bachelor of Landscape Architecture and a Masters of Real Estate Development with an emphasis... Read More →
AD

Anna Danielson

Executive Director, Ghandi Brigade Youth Media


Tuesday March 12, 2019 9:30am - 11:00am
Arts on the Block (Offsite)

9:30am

Opportunity Zones: Whose opportunity is it?
The 2017 Tax Cuts and Jobs Act established a new community development program designating funding to areas called Opportunity Zones. Investors have their eyes on these profitable opportunity zones and forming new capital funds. Now, community leaders are asking if a reduction for taxpayers with high capital gains will actually benefit lower-income communities? Learn about the current status of Opportunity Zones and how to steer that capital towards worthwhile projects.

Moderators
IH

Irvin Henderson

Trustee, National Trust for Historic for Preservation
Irvin M. Henderson is the principal of Henderson & Company, a consulting firm and development company with particular expertise in the areas of community development and historic preservation, and commercial, residential and enterprise development. Irvin has an extensive track record... Read More →

Speakers
MN

Michael Novogradac

Managing Partner, Novogradac & Company
Michael Novogradac is the managing partner of Novogradac & Company LLP. He has more than 30 years of experience specializing in affordable housing, community development, historic preservation and renewable energy. Michael’s focus is in real estate taxation and accounting. He is... Read More →
KR

Kevin Rogers

Lending and Investing Manager, PNC Bank Community Development Banking
As the Community Development Lending and Investing manager, Kevin E. Rogers is responsible for underwriting lending and investing opportunities, managing portfolio risk and product creation for PNC Community Development Banking. He works closely with all markets to help achieve production... Read More →
M

Matthew Heckles

Assistant Secretary of CDA, Division of Development Finance, Dept. of Housing & Community Development State of MD
Matthew Heckles has more than 15 years of experience working to advance the cause of affordable housing. Currently Matthew is the assistant secretary of the Maryland Department of Housing and Community Development and the director of the Community Development Administration. In this... Read More →


Tuesday March 12, 2019 9:30am - 11:00am
Holmead

9:30am

Q&A: Community Reinvestment Act
Are you leaving our #JustEconomy sessions with more questions than answers? This session is for you. Instead of presenting, this panel will answer as many of your questions about reform proposals, technical changes to regulation and the future of CRA organizing as time allows. Come put us to the test!

Speakers
KH

Kevin Hill

Community Reinvestment Act Manager, NCRC
Kevin Hill is the Community Reinvestment Act manager at NCRC. Kevin works with NCRC’s members and the Regional Organizers to ensure that NCRC’s CRA campaigns stay on track and are successful. Kevin grew up in moderate-income neighborhoods in Fresno, CA where he learned firsthand... Read More →
JS

Josh Silver

Senior Advisor, NCRC
Josh Silver is senior advisor at NCRC and has more than 25 years of experience in the housing and community development field. He produces white papers on the Community Reinvestment Act (CRA) and fair lending policy and issues. He also serves as an expert and provides advice and resources... Read More →
CC

Catherine Crosby

Chief of Staff, Mayor's office
Catherine was recently appointed chief of staff for the City of Toledo overseeing city administration on behalf of Mayor Wade Kapszukiewicz. Prior to her new role, she was the executive director of the City of Dayton Human Relations Council. Katy has also been involved with negotiating... Read More →


Tuesday March 12, 2019 9:30am - 11:00am
Columbia West

9:30am

Rewriting the Affirmatively Furthering Fair Housing rule
Since 2015, the Affirmatively Furthering Fair Housing (AFFH) rule has mapped the path to desegregation under the Fair Housing Act of 1968. AFFH required that local governments work intentionally towards desegregation in their communities to receive federal funding. The AFFH rule has driven new investment into poor communities and begun reversing the harms of redlining and decades of systematic discrimination. Now, it’s under attack. How communities respond to these attacks will define their access to housing for decades to come.

Moderators
KM

Kristina Musante

Director of National Training Academy, NCRC
Kristina Musante is the director of the National Training Academy for NCRC. Born and raised in Central Florida, she has spent the last twenty years fighting for the human rights and civil rights of low-income individuals, foster children, prisoners and the wrongfully convicted. Utilizing... Read More →

Speakers
A

Andreanecia Morris

Executive Director, HousingNOLA
Andreanecia M. Morris serves as the executive director for HousingNOLA, a 10-year public-private partnership working to solve New Orleans’ affordable housing crisis. The 10-year Strategy and Implementation Plan, released in 2015, indicates the need for 33,600 additional housing... Read More →
TS

Thomas Silverstein

Counsel, Lawyers’ Committee for Civil Rights Under Law
Thomas Silverstein is a counsel in the Fair Housing & Community Development Project at the Lawyers’ Committee for Civil Rights Under Law. His work focuses on impact litigation under the Fair Housing Act and efforts to increase compliance with the duty to Affirmatively Further Fair... Read More →
LC

Lisa Cylar Barrett

Senior Policy Counsel, NAACP LDF
Lisa Cylar Barrett joins NAACP Legal Defense Fund (LDF) as Senior Policy Counsel focused on developing and advancing policy strategies which increase fairness and equal opportunity for African-Americans in all aspects of the economy. Prior to joining LDF, Lisa served as the managing... Read More →


Tuesday March 12, 2019 9:30am - 11:00am
Columbia 9

9:30am

There is no wealth without mental health
Poverty is an overwhelming risk factor for poor mental health. Healthy communities often focus on the connection between physical health and place. Far fewer have connected place to mental, emotional and behavioral well-being. Local efforts from Oakland to Baltimore illustrate the community-wide health equity benefits of cross-sector partnerships – such as trauma-informed systems, reduction of community-level stresses and strategies to address the opioid epidemic.

Moderators
LC

Laura Choi

Research Manager, Federal Reserve Bank of San Francisco
Laura Choi is research manager in Community Development at the Federal Reserve Bank of San Francisco, where she examines policy and practice related to the expansion of economic opportunity for lower-income individuals and communities. She is the co-editor of the Community Development... Read More →

Speakers
SC

Sana Chehimi

Director or Policy and Advocacy, Prevention Institute
Sana leads Prevention Institute’s federal engagement and partnership outreach efforts by directing the organization’s policy and advocacy portfolio, aimed at supporting upstream prevention policies and investments to advance health, safety, wellbeing, and health equity. As part... Read More →
DE

Dr. Larissa Estes

Manager, Community Partnerships, UCSF Benioff Children's Hospital Oakland, Dept Comm Health and Engagement
Larissa J. Estes, DrPH is the manager of community partnerships at USCF Benioff Children’s Hospital Oakland (BCHO), Department of Community Health and Engagement. At BCHO, Larissa cultivates and maintains community partnerships associated with several health equity programs including... Read More →
GK

George Kleb

Executive Director, Housing & Community Development, Bon Secours Baltimore Health System
George Kleb is the executive director for Housing and Community Development at Bon Secours Baltimore Health System. Employed at Bon Secours since 1987, he is responsible for the overall administration, direction and operations of all housing programs of the Bon Secours Baltimore including... Read More →


Tuesday March 12, 2019 9:30am - 11:00am
Cardoza

9:30am

With our powers combined: Integrating housing and workforce development agreements
For decades, community development and workforce development practitioners worked in separate silos to create community benefits that would alleviate poverty and provide living wages to local residents. Community development practitioners often focused on getting banks to make investments in affordable housing, while labor organizers and workforce development practitioners focused on making sure large development projects resulted in local hires and local job training. Both groups have evolved their version of a Community Benefit Agreement in recent years. Now, a number of progressive cities and organizations have been developing one comprehensive community benefit agreement that covers investments in both workforce development and housing. In this session, hear from cutting-edge practitioners negotiating these agreements and learn about the benefits possible for communities that follow suit.

Moderators
ER

Elisabeth Risch

Assistant Director, Metro St. Louis Equal Housing and Opportunity Council
Elisabeth Risch is the Assistant Director at the Metropolitan St. Louis Equal Housing and Opportunity Council (EHOC). In this role, she oversees fair housing education and outreach, coordinates policy and advocacy efforts, and conducts research on systemic fair housing issues in the... Read More →

Speakers
BB

Ben Beach

Legal Director, The Partnership for Working Families
JM

Jawanza Malone

Executive Director, Kenwood Oakland Community Organization
LC

Linda Campbell

Equitable Detroit


Tuesday March 12, 2019 9:30am - 11:00am
Columbia 1

9:30am

Student loan lending: Understanding the basics and managing the debt
Limited Capacity full

Speakers
AS

Andrew Sobers

Instructor, NCRC
Andrew Sobers M.B.A., M.S.F., A.C.IS., has over 15 years of mortgage experience. He is currently employed at GMH Mortgage Services LLC as their pice President and branch manager. Andrew is responsible for the Boston office and growing the relationship with the industry partners. Prior... Read More →
SA

Sid Alvarado

Director, Income & Asset Building Services, Commonwealth Catholic Charities
Sid Alvarado has used the community-economic development platform to address core issues of poverty for over 15 years. She is passionate about helping people meet life goals through financial goals. Sid serves as Director of Income and Asset Building Services at Commonwealth Catholic... Read More →


Tuesday March 12, 2019 9:30am - 12:45pm
DuPont

11:15am

Affordable homeownership: Organizing to create inventory and preserve affordability
The affordable home inventory shortage is a high priority issue for communities, builders, realtors and almost everyone involved in the housing industry, and yet we have not found a way to comprehensively address the problem. There are local, state and federal aspects that need to be addressed. There is a growing need to work between, in and among these interest groups that has to be thought through and executed. Hear how leaders from each of these markets and communities are focusing their organizations’ attention to work together with NCRC and its members, and how a growing alliance is committed to shelving differences in favor of unified action.

Moderators
BS

Bethany Sanchez

Director, Fair Lending Program, Metropolitan Milwaukee Fair Housing Council
Bethany Sanchez directs the Fair Lending Program at the Metropolitan Milwaukee Fair Housing Council, a 40-year old private nonprofit civil rights organization. Bethany has over 30 years of experience working in the housing and community development sector in California and Wisconsin... Read More →

Speakers
EG

Ed Gorman

Chief of Community Development, NCRC
Ed Gorman is the chief community development officer at the National Community Reinvestment Coalition. Ed has been on staff at NCRC since March 2010. In his staff role, Ed directs NCRC’s Community Development Financial Institution, its workforce development program, and GROWTH (Generating... Read More →
TL

Terri Lee

Chief Housing Officer, City of Atlanta, Georgia
JT

Jim Tobin

Vice President of Government, National Association of Home Builders


Tuesday March 12, 2019 11:15am - 12:45pm
Holmead

11:15am

How states are stepping up for consumers
With the federal government rolling back important consumer and small business protections and regulations, and scaling back regulatory oversight, a conversation around how advocates can engage their state regulators to fill the void is necessary. Come to this session to learn how advocates and state regulators have been successful at securing safeguards for underserved communities in this hostile political climate.

Moderators
SV

Sharon Valasquez

Senior Economic Equity Manager, The Greenlining Institute

Speakers
avatar for Emily Scarr

Emily Scarr

Director, Maryland PIRG
Emily Scarr directs strategy, organizational development, research, communications and advocacy for Maryland PIRG, a state based, citizen funded public interest advocacy organization with grassroots members across the state and a student chapter at the University of Maryland. Emily... Read More →
CD

Chris D'Angelo

Chief Deputy Attorney General for Financial Justice, Office of the New York State Attorney General
ML

Margaret Liu

Senior VP and Deputy General Counsel, Conference of State Bank Supervisors
Margaret Liu is senior vice president and deputy general Counsel at the Conference of State Bank Supervisors (CSBS). Margaret serves as a part of the CSBS legal and policy team, providing legal support for CSBS and its affiliated organizations as well as overseeing CSBS efforts representing... Read More →
BA

Brent Adams

Senior Vice President of Policy & Communications, Woodstock Institue
Brent Adams has been a licensed attorney since 1997 and has experience as a litigator, lobbyist, political organizer, teacher and policy advocate. He began his career as a litigator for one of Chicago’s largest law firms. In 2002, he pursued his passion for not-for-profit advocacy... Read More →


Tuesday March 12, 2019 11:15am - 12:45pm
Kalorama

11:15am

Improving Health and Financial Well-Being in Retirement
Economic insecurity has become a defining risk for the next generation of older adults. Nationally, more than 28 million older adults are just one “bad break” away from facing significant financial hardship. The challenge is that the majority of older adults, especially those that are struggling with lower incomes, do not know where to go for assistance or feel overwhelmed by the prospect of exploring these options. What can we do to improve 21st century retirement for older adults? This session dives into the financial challenges faced by older adults, and details practical solutions for how America should approach retirement as the older population continues to grow.

Moderators
NG

Nan Gibson

Executive Director, Public Policy & Corporate Responsibility, JPMorgan Chase
Nan Gibson is executive director for Public Policy & Corporate Responsibility at JPMorgan Chase. She provides policy expertise across a broad range of issues and builds unique partnerships for the firm’s signature Corporate Responsibility initiatives. She also works with stakeholders... Read More →

Speakers
M

Maria Alvarez

Executive Director, NY StateWide Senior Action Council
María Alvarez is the executive director of NY StateWide Senior Action Council, which advocates for an improved quality of life for New York elders and their families. Under her leadership StateWide has played an important role in bringing awareness to the importance of economic security... Read More →
avatar for Genevieve Waterman

Genevieve Waterman

Senior Program Manager, Economic Security, National Council on Aging
Genevieve Waterman is a senior program manager who leads the Economic Security Initiative, which offers innovative programs to help older adults create a plan to build their own economic security. In addition, she provides technical assistance to the Center for Benefits Access... Read More →
LS

Lea Souther

Life Priorities Strategy and Execution Executive, Bank of America
Lea Souther is the Life Priorities executive of Consumer and Small Business at Bank of America. In her strategy role, she is responsible for ensuring the way our employees engage with our clients, and delivers the best client care focusing on helping them establish and achieve their... Read More →
MH

Meredith Hanley

Director, Community Capacity Building, National Association Of Area Agencies On Aging
Meredith Hanley, MSW, is the director of Community Capacity Building with the National Association of Area Agencies on Aging in Washington, DC In this role, she is the lead staff person for Dementia Friendly America, which is a multi-sector collaborative on a mission to foster dementia... Read More →


Tuesday March 12, 2019 11:15am - 12:45pm
Columbia 1

11:15am

Strategies for preventing displacement
As we all work to further develop our local neighborhoods, we must ensure that the long-term residents and businesses of rising communities can afford to live and enjoy the benefits of our work to create a #JustEconomy. This session will go over strategies to prevent displacement that have been successfully used by groups around the country, as well as examine the role that financial institutions can play in preventing displacement.

Moderators
D

David Snyder

Organizing Director, Jewish Community Action
Dave Snyder is the Organizing Director at Jewish Community Action (JCA) in Minnesota, and has spent nearly 25 years as a labor, campus, faith based and community organizer between Baltimore and the Twin Cities. Dave has a BA in Philosophy from Goucher College and a Master’s degree... Read More →

Speakers
KS

Kevin Stein

Deputy Director, California Reinvestment Coalition
Kevin Stein is a deputy director of the California Reinvestment Coalition (CRC). At CRC, Kevin works on banking, small business and housing issues, including efforts to fight predatory mortgage lending and foreclosure through negotiation with banks, regulatory and legislative advocacy... Read More →
avatar for Ted Wysocki

Ted Wysocki

CEO, INSTITUTE OF CULTURAL AFFAIRS [ICA] USA4
Ted Wysocki has been the chief executive officer of the Institute of Cultural Affairs (ICA)-USA, since March 30, 2015. ICA’s mission is to build a Just and Equitable Society in Harmony with Planet Earth. Previously, Ted was CEO of the Local Economic & Employment Development [LEED... Read More →
NS

Nelima Sitati Munene

Executive Director, ACER, Inc
Nelima Sitati Munene has been a community organizer for over 17 years and has worked in various roles throughout the community development field. Nelima has deep passion for community engagement to ensure that underserved communities are present at decision making tables. Nelima has... Read More →
MH

Mark Harrell

NAC Coordinator/Community Organizer, Southwest Community Development Corporation
Mark Harrell started as the NAC coordinator/community organizer for the Southwest Community Development Corporation (SWCDC) in March of 2014. This organization is contracted with the Division of Housing and Community Development to assist homeowners who are in jeopardy of losing their... Read More →


Tuesday March 12, 2019 11:15am - 12:45pm
Fairchild

11:15am

Walk Like We Talk: Addressing Racial Inequity in Your Work & Work Culture
Many organizations profess a commitment to racial justice, but struggle to enact that commitment. How can groups gain momentum to transform their internal practices, external partnerships, and organizational cultures to better support staff of color and people of color-led movements? In this workshop, presenters will describe their struggles to turn a majority-white social justice nonprofit into a majority-people of color entity with racial justice at its core. Presenters will share concrete strategies to achieve organizational transformation, working with participants to develop action plans to begin such transformation within their own organizations. Moving beyond principle to everyday practice, we will acknowledge the sacrifice and struggle that such transformations require, sharing honestly what worked and what didn’t in a frank conversation about triumphs and pitfalls.

Speakers
AM

Addrana Mongomery

Staff Attorney, Urban Justice Center
AW

Adrien Weibgen

Senior Policy Fellow, Association for Neighborhood and Housing Development


Tuesday March 12, 2019 11:15am - 12:45pm
Columbia 9

11:15am

What’s next in Community Reinvestment Act reform?
In 2018, NCRC and hundreds of its members led a nationwide campaign called #TreasureCRA, urging the administration and the federal bank agencies to strengthen the Community Reinvestment Act (CRA). We still have big questions about the changes needed to keep pace with technology and the transforming financial industry. We will have a lively discussion among banks, community groups and regulatory officials on what is the fate of assessment areas and branches on CRA exams. What activities and financing should count on CRA exams and to which demographic groups? How can grading become more rigorous? How can we elevate community group input on exams and merger applications?

Moderators
JS

Josh Silver

Senior Advisor, NCRC
Josh Silver is senior advisor at NCRC and has more than 25 years of experience in the housing and community development field. He produces white papers on the Community Reinvestment Act (CRA) and fair lending policy and issues. He also serves as an expert and provides advice and resources... Read More →

Speakers
K

Krista Shonk

VP, Regulatory Compliance Policy, American Bankers Association
Krista Shonk is vice president of Regulatory Compliance Policy for the American Bankers Association (ABA). In this role, she leads ABA’s advocacy on Community Reinvestment Act modernization and third-party risk management. Krista is a recognized expert on financial institution regulatory... Read More →
RO

Reymundo Ocanas

EVP, Director of Corp. Responsibility, BBVA Compass
J. Reymundo Ocañas is the director of Corporate Responsibility and Reputation and Community Reinvestment Act officer for BBVA Compass. He also serves as president of the BBVA Compass Foundation, the bank’s charitable arm, as well as president of BBVA Compass Charity, the bank’s... Read More →
avatar for Barbara VanKerkhove

Barbara VanKerkhove

Researcher/Policy Analyst, Empire Justice Center
Barbara Van Kerkhove is a researcher/policy analyst in Empire Justice Center’s Rochester Office, where she does research and advocacy on a variety of consumer finance and economic justice issues. She is the principal author most recently of “Too Big to Fail…Too Poor to Bank... Read More →
A

Andreanecia Morris

Executive Director, HousingNOLA
Andreanecia M. Morris serves as the executive director for HousingNOLA, a 10-year public-private partnership working to solve New Orleans’ affordable housing crisis. The 10-year Strategy and Implementation Plan, released in 2015, indicates the need for 33,600 additional housing... Read More →
TS

Theresa Stark

Senior Project Manager, Federal Reserve Board
Theresa A. Stark is a senior project manager in the Division of Consumer and Community Affairs at the Federal Reserve Board in Washington, DC She has been part of the interagency initiative to review the policies and practices implementing the Community Reinvestment Act (CRA) designed... Read More →


Tuesday March 12, 2019 11:15am - 12:45pm
Columbia West

11:15am

Winning small business contracts in an uncertain environment
Winning federal government small business contracts became dramatically more difficult in 2018. First, funding of critical federal programs was inconsistent, and sometimes, absent. Second, agencies “bundling” contracts into larger volume deals limited access for smaller businesses. Finally, procurement officers relied heavily on Governmentwide Acquisition Contracts (GWACs) and indefinite delivery/indefinite quantity contracts (IDIQs) , minimizing the opportunity for new small businesses to win contracts. This workshop will discuss recent decisions by the Small Business Administration and General Services Administration, as well as teaming up and collaboration strategies for survival in the 2019 marketplace.

Moderators
IH

Irvin Henderson

Trustee, National Trust for Historic for Preservation
Irvin M. Henderson is the principal of Henderson & Company, a consulting firm and development company with particular expertise in the areas of community development and historic preservation, and commercial, residential and enterprise development. Irvin has an extensive track record... Read More →

Speakers
TJ

Tom Johnson

President & Publisher, Set-Aside Alert, Business Research Services Inc
Tom Johnson is the publisher of Set-Aside Alert and the president of Business Research Services. Set-Aside Alert is the nation’s leading news source for anyone working in the small business Federal contracting environment. With subscribers all across the country, Set-Aside Alert... Read More →
G

Gloria Larkin

President, CEO, TargetGov
Gloria Larkin is the President, CEO, and Founder of TargetGov, a government business development and marketing service offering the exclusive Federal Acceleration Strategies and Tactics (FAST™) Process, the KickStart Program™, Capability Statements, certification services, capture... Read More →
MA

Mark Amtower

Partner, Amtower & Company
Mark Amtower is a consultant, speaker, business best-selling author, columnist, adjunct graduate professor, and radio host. He is among the most recognized and quoted professionals in the government market. Guy Timberlake dubbed him “the Godfather of government marketing” and... Read More →
DD

Dwight Deneal

Director, Small Business & Industry Liaison Programs, U.S. Coast Guard
Mr. Dwight D. Deneal was appointed the Director of Small Business and Industry Liaison Programs for the U.S. Coast Guard (USCG) on January 19, 2018. In this capacity, Mr. Deneal serves as the USCG’s authority on all small business related socio-economic guidelines, policies, regulations... Read More →


Tuesday March 12, 2019 11:15am - 12:45pm
Cardoza

12:45pm

Lunch
Speakers
avatar for Mehrsa Baradaran

Mehrsa Baradaran

Associate Dean for Strategic Initiatives, University of Georgia
Mehrsa Baradaran joined the University of Georgia School of Law faculty in the fall of 2012. She currently serves as the school’s associate dean for strategic initiatives and as the holder of the Robert Cotten Alston Associate Chair in Corporate Law. As associate dean, she focuses... Read More →
avatar for Kat Taylor

Kat Taylor

Co-founder and CEO, Beneficial State Bank
Kat Taylor works in service of restoring social justice and environmental well-being. Kat is active in a variety of social enterprises, public benefit and philanthropic ventures on the West Coast. Currently, she serves as co-founder and co-CEO of Beneficial State Bank, a Community... Read More →


Tuesday March 12, 2019 12:45pm - 2:15pm
Columbia Ballroom

2:15pm

Everybody under one roof: Multigenerational housing
The rise of multigenerational families is creating an emerging demand across the country for housing that meets the needs of all ages and abilities due to rent burdens, aging parents with older housing stock, health concerns, caregiving, wage stagnation and cultural norms. Communities are juggling the need to renovate traditional housing units while maintaining affordability for a rise in multigenerational families. This session will also highlight apartments exclusively designed for grandparents raising grandchildren, as well as move to lessen restrictions on Accessory Dwelling Units that facilitate affordable housing and meet family preferences.

Moderators
JL

Jaia Lent

Deputy Executive Director, Generations United
Jaia Peterson Lent is the deputy executive director at Generations United where she has worked since 2000. Generations United’s mission is to improve the lives of children, youth and older people through intergenerational collaboration, public policies and programs. Jaia provides... Read More →

Speakers
LN

Lauren Nolan

Research Director, Woodstock Institute
Lauren Nolan is the director of research for the Woodstock Institute, a leading nonprofit research and policy organization in the areas of fair lending, wealth creation and financial systems reform. Lauren has an extensive background in community and economic development research... Read More →
CG

Cassendara Gentry

Resident, Mission First Housing
JC

Jamarl Clark

Grandfamily Community Life Program Manager-Plaza West, Mission First Housing
Jamarl D. Clark currently serves as Plaza West Grandfamily Community Life Program Manager. Plaza West is a new 223-unit development at 4th and K Streets NW in the vibrant Mt. Vernon Triangle neighborhood of Washington, DC Fifty units have been set aside for “grandfamilies... Read More →
AS

Anna Scallet

Housing & Development Project Manager, DC Department of Housing & Community Development
Anna Scallet is a Housing & Development project manager with the Development Finance Division at the D.C. Department of Housing and Community Development (DHCD). Anna’s primary duties with DHCD include underwriting loans for affordable housing developments from the District’s... Read More →


Tuesday March 12, 2019 2:15pm - 3:45pm
DuPont

2:15pm

Land banks on steroids: How to disrupt speculation in your community
Attendees who have a land bank will be inspired in hearing three success stories on utilizing land banks to preserve affordable housing as a strategy to return vacant properties to productive use. Attendees who don’t have a land bank will want to create one to implement these creative strategies in their own markets. The speakers will delve in to the specifics of how they assessed the need to revitalize their own communities by developing long-term affordable housing needs and putting previously vacant and abandoned properties back into the residential market as community assets.

Moderators
JI

Jean Ishmon

Consulting Executive Director, Fulton/Atlanta Land Bank Authority, Inc.
Jean Ishmon is consulting executive director for the Northwest Indiana Reinvestment Alliance and has 33 years of experience in the field of Housing, Fair Housing, Community and Economic Development. In her position with the alliance she has organized and managed the Lake County Housing... Read More →

Speakers
CN

Christopher Norman

Executive Director, Fulton/Atlanta Land Bank Authority, Inc.
Christopher Norman, executive director of the Fulton County/City of Atlanta Land Bank Authority, Inc. (LBA), has been instrumental in leading the restructuring of the LBA, expanding its programmatic initiatives and increasing its funding. Prior to the LBA, he served as the cofounder... Read More →
RR

Robert Rose

Executive Director, Cook County Land Bank Authority
Robert (“Rob”) Rose joined the Cook County Land Bank Authority in March 2015, where he is responsible for the Authority’s day-to-day activities and all staff; and will be responsible for managing the Land Bank’s multi-milliondollar budget. Rob has a strong vision for the future... Read More →
HK

Hope Kingsborough

Vice President of Programs and Housing, Central Ohio Community Improvement Corporation
Hope Kingsborough is vice president of Programs and Housing for the Central Ohio Community Improvement Corporation (COCIC)-The Franklin County Land Bank. Hope is responsible for the oversight of COCIC’s property portfolio and administers demolition and acquisition programs addressing... Read More →


Tuesday March 12, 2019 2:15pm - 3:45pm
Holmead

2:15pm

Looking beyond the EPA for environmental justice.
Environmental Protection Agency (EPA) enforcement actions declined 94 percent since the Obama administration. How do advocates secure environmental safety for poor communities and communities of color amidst so much corporate immunity? How do you spot environmental risks in your community? How do we build enforcement plans using existing regulations to overcome environmental threats? What tools do we still have to confront our damaged environment and shrinking economy? The leaders of different environmental projects will share their personal experiences engaging communities in decision-making processes for sustainable community development, initiating advocacy and increasing funding from private foundations.

Moderators
RR

Rose Ramirez

CIvil Rights Investigator, NCRC

Speakers
TM

Tracy McCracken

Director of Fair Housing, NCRC
Tracy McCracken is the director of Fair Housing of NCRC’s Center for Civil Rights. She has garnered extensive fair housing and fair lending testing experience as a project coordinator with DB Consulting Group, as a senior project coordinator with the National Fair Housing Alliance... Read More →
JM

Jesse Meisenhelter

Organizer, Sunrise Movement
VT

Vernice Travis-Miller

Senior Advisor for Env'l Justice and Equitable Development, Skeo Solutions
Vernice Travis-Miller is a thought leader and pioneer in the field of environmental justice and equitable development. Vernice is co-author of the 1987 landmark report, “Toxic Waste and Race in the United States.” In 1988, Vernice co-founded We ACT for Environmental Justice. Vernice... Read More →


Tuesday March 12, 2019 2:15pm - 3:45pm
Columbia 1

2:15pm

Organizing against hate
Dog whistle and racially divided politics has resurrected the worst in America, resulting in a sharp increase in hate crimes and domestic terrorism. Anti-hate groups and minority leadership are responding in a multi-pronged strategy to preserve the American Dream.

Moderators
JK

Jerry Kellman

Senior Advisor, NCRC
Gerald Kellman has worked with NCRC as a Senior Advisor since 2014. He works on community benefits agreements; regional reinvestment coalitions, campaigns and summits; and capacity building for member organizations. Jerry began organizing as part of the civil rights movement. He cofounded... Read More →

Speakers
AT

Anjali Thakur-Mittal

Director of Communities Against Hate Initiative, The Leadership Conference on Civil Rights
DN

David Niewert

Investigative Journalist, Southern Poverty Law Center
OS

Oren Segal

Director of the Center on Extremism, Anti-Defamation League
Oren Segal is director of the Anti-Defamation League’s (ADL) Center on Extremism, which combats extremism, terrorism and all forms of hate in the real world and online. Recognized as the foremost authority on extremism, the center provides resources, expertise and training which... Read More →


Tuesday March 12, 2019 2:15pm - 3:45pm
Fairchild

2:15pm

Organizing stakeholders for CRA advocacy
Organizing a movement for economic justice requires more than passion for the work. Join Midwest Academy and NCRC staff for an introduction to some of the bedrock skills needed to organize around CRA and other issues. Topics addressed will include expanding coalitions, choosing issues to pursue and developing strategies to influence decision-makers.

Speakers
ER

Elisabeth Risch

Assistant Director, Metro St. Louis Equal Housing and Opportunity Council
Elisabeth Risch is the Assistant Director at the Metropolitan St. Louis Equal Housing and Opportunity Council (EHOC). In this role, she oversees fair housing education and outreach, coordinates policy and advocacy efforts, and conducts research on systemic fair housing issues in the... Read More →
JH

Judy Hertz

Executive Director, Midwest Academy
Judy served as director of Special Projects at the Midwest Academy from 1999- 2010 and became the executive director in 2011. She serves as a lead trainer for the flagship trainings and consults with a variety of organizations. Prior to joining the Academy, Judy worked as a community... Read More →


Tuesday March 12, 2019 2:15pm - 3:45pm
Kalorama

2:15pm

The CFPB 2.0
Under a new administration, the Consumer Financial Protection Bureau (CFPB) has transitioned from an enforcement agency to a regulatory one. This has radically transformed the agenda on Home Mortgage Disclosure Act data collection, Section 1071 small business lending data disclosure requirements and other fair lending enforcements. What does the future of the CFPB and consumer protections look like?

Moderators
DR

Dory Rand

President, Woodstock Institute
Dory Rand is president of Woodstock Institute, a research and policy nonprofit based in Chicago that is focused on equitable lending and investments, wealth creation and preservation, and access to safe and affordable financial products and services at local, state and national levels... Read More →

Speakers
avatar for Beverly Brown Ruggia

Beverly Brown Ruggia

Financial Justice Organizer, New Jersey Citizen Action
Beverly Brown Ruggia is the Community Reinvestment Act (CRA)and Financial Justice Organizer for New Jersey Citizen Action (NJCA). Beverly advocates for the CRA, fair housing, and access to financial services, including credit and savings and mortgage finance. She advocates for consumer... Read More →
LD

Lisa Donner

Executive Director, Americans for Financial Report
Lisa Donner is the executive director of Americans for Financial Reform (AFR), a coalition that brings together more than 200 national, state and local groups to work together to reform the financial industry. Members of the coalition include consumer, civil rights, labor, community... Read More →
E

Ed Mierzwinski

Senior Director, Consumer Programs, U.S. PIRG
Ed Mierzwinski has worked in the Washington, DC-based federal lobbying office of the Federation of State Public Interest Research Groups (U.S. PIRG) since 1989. He often lectures or testifies before Congress, state legislatures and agencies and has published reports on a wide range... Read More →


Tuesday March 12, 2019 2:15pm - 3:45pm
Columbia 9

2:15pm

The racial wealth divide continues to grow
Moderators
DA

Dedrick Asante-Muhammad

Chief of Equity and Inclusion, NCRC
Dedrick Asante-Muhammad joined NCRC in January 2019 as the Chief of Equity and Inclusion. He oversees NCRC’s Fair Housing, Fair Lending and Small Business programs. Dedrick is known for his racial economic inequality analysis particularly as it relates to the racial wealth divide... Read More →

Speakers
DA

Dr. Algernon Austin

Economist, Demos
DV

Dr. Valerie Rawlston Wilson

Director, Program on Race, Ethnicity, and the Economy, Economic Policy Institue
avatar for Mehrsa Baradaran

Mehrsa Baradaran

Associate Dean for Strategic Initiatives, University of Georgia
Mehrsa Baradaran joined the University of Georgia School of Law faculty in the fall of 2012. She currently serves as the school’s associate dean for strategic initiatives and as the holder of the Robert Cotten Alston Associate Chair in Corporate Law. As associate dean, she focuses... Read More →


Tuesday March 12, 2019 2:15pm - 3:45pm
Columbia West

2:15pm

Preparing housing counselors for the HUD certification exam
Limited Capacity full

This course is designed to provide housing counseling practitioners with test-taking tools and strategies in preparation for sitting for the U.S. Department of Housing and Urban Development (HUD) competency certification examination(s). This course does not replace content mastery, which can be obtained through the NCRC Dodd-Frank e-learning Training Series, but is designed to teach practitioners methods that will increase the probability of passing the HUD examination itself.
 
The six Core Topics are:
1.      Financial Management
2.      Home Maintenance and Financial Management for New Homeowners
3.      Consumer Rights and Responsibilities of Homeownership and Tenancy
4.      Fair Housing
5.      Housing Affordability
6.     Avoiding Delinquency/Default and Eviction.

Speakers
SO

Sue Ortiz

Director, Homeowner and Family Services, Habitat for Humanity of Michigan


Tuesday March 12, 2019 2:15pm - 5:00pm
Cardoza

4:00pm

Hill Day prep meeting
This is a mandatory meeting for attendees who plan on participating in NCRC’s Hill Day congressional visits. You will receive information on NCRC’s 2019 Policy Agenda, go over the congressional office meeting agenda, meet other individuals from your state delegation, receive final updates regarding your meeting schedule and be briefed on NCRC’s Hill Day luncheon. Please be present and on time.

Tuesday March 12, 2019 4:00pm - 6:00pm
Columbia Ballroom

6:30pm

Chairman’s Reception
Tuesday March 12, 2019 6:30pm - 8:00pm
Columbia West
 
Wednesday, March 13
 

7:00am

Breakfast
Wednesday March 13, 2019 7:00am - 9:00am
TBA

7:45am

Buses from Washington Hilton
Wednesday March 13, 2019 7:45am - 9:15am
TBA

8:30am

Managing a successful Housing Counseling program
Limited Capacity full

Providing oversight to a successful Housing Counseling Program requires knowledge of HUD’s regulations, guidelines, and procedures. There are many aspects to the housing counseling program and they require careful consideration. Even the most skillful program managers find daily operation to be daunting when a solid foundation has not been established. This training will start with helping managers to consider the characteristics required to lay a sturdy foundation and continually build on those components throughout the training. Participants will gain tips and strategies which will enhance the effectiveness of their program and help their programs operate in a manner consistent with HUD’s expectations.
 
The training will cover:
·       Maintaining an audit ready Housing Counseling program
·       Recruiting qualified Housing Counselors
·       Developing standards to measure effective performance
·       Reporting on programs and services
·       Planning for succession
·       Building strong partnerships and collaborations
·       Creating a resource inventory

Speakers
SA

Sid Alvarado

Director, Income & Asset Building Services, Commonwealth Catholic Charities
Sid Alvarado has used the community-economic development platform to address core issues of poverty for over 15 years. She is passionate about helping people meet life goals through financial goals. Sid serves as Director of Income and Asset Building Services at Commonwealth Catholic... Read More →


Wednesday March 13, 2019 8:30am - 5:00pm
Tenlytown West

8:30am

Preparing housing counselors for the HUD certification exam
Limited Capacity full

This course is designed to provide housing counseling practitioners with test-taking tools and strategies in preparation for sitting for the U.S. Department of Housing and Urban Development (HUD) competency certification examination(s). This course does not replace content mastery, which can be obtained through the NCRC Dodd-Frank e-learning Training Series, but is designed to teach practitioners methods that will increase the probability of passing the HUD examination itself.
 
The six Core Topics are:
1.      Financial Management
2.      Home Maintenance and Financial Management for New Homeowners
3.      Consumer Rights and Responsibilities of Homeownership and Tenancy
4.      Fair Housing
5.      Housing Affordability
6.      Avoiding Delinquency/Default and Eviction.

Speakers
SO

Sue Ortiz

Director, Homeowner and Family Services, Habitat for Humanity of Michigan


Wednesday March 13, 2019 8:30am - 5:00pm
Tenlytown East

9:00am

6th National Age-Friendly Banking Convening (Invitation Only)
Moderators
NG

Nan Gibson

Executive Director, Public Policy & Corporate Responsibility, JPMorgan Chase
Nan Gibson is executive director for Public Policy & Corporate Responsibility at JPMorgan Chase. She provides policy expertise across a broad range of issues and builds unique partnerships for the firm’s signature Corporate Responsibility initiatives. She also works with stakeholders... Read More →
KK

Karen Kali

Manager of Special Initiatives, NCRC
Karen Kali leads the Special Initiatives work for NCRC, focused on aging in community, Age-Friendly Banking, healthy communities and other emerging areas. Karen’s career has focused on affordable housing, community development, engagement and advocacy. Prior to joining NCRC, Karen... Read More →

Speakers
AD

Andrew Dunn

Senior Associate, Center for Financial Services Innovation
NK

Naomi Karp

Senior Policy Analyst, Consumer Financial Protection Bureau
JR

James Rudyk, Jr.

Executive Director, Northwest Side Housing Center
DE

Dr. Elie Khoury

Principal Research Scientist, Pindrop
Dr. Elie Khoury is a principal research scientist at Pindrop since 2015. He received his Master degree and his Ph.D from the University of Toulouse (France) in 2006 and 2010, respectively. Before joining Pindrop, he occupied research roles at Idiap Research Institute (Switzerland... Read More →
DA

Dr. Annie Harper

Research Scientist, Yale University
Annie Harper is a cultural anthropologist in Yale University’s Department of Psychiatry, studying how low-income people with mental illness, including those with incarceration histories, cope with poverty and financial difficulties. She is particularly focused on understanding the... Read More →
JJ

Jenn Jones

Chair of Membership and Policy, NCRC
Jenn Jones joined NCRC in January 2017 as the chief of Membership, Policy and Training with more than 20 years of marketing, policy and development experience. Prior to joining NCRC. Jenn served in the Obama administration as a senior policy advisor to HUD Secretary Julian Castro... Read More →
RL

Ron Long

Director of Elder Client, Wells Fargo


Wednesday March 13, 2019 9:00am - 12:30pm
TBA

9:00am

Hill Day
Wednesday March 13, 2019 9:00am - 3:00pm
TBA

1:30pm

Hill Day Congressional Luncheon
At this luncheon, participants will hear from members of Congress about their plans to address the issues that our communities care about the most. Participants will also have the opportunity to learn directly from the experiences of other NCRC members as they share the results of their Hill Day efforts to persuade members of Congress to put the public’s interests first.

Speakers
avatar for Rep. Gregory W. Meeks

Rep. Gregory W. Meeks

Congressman, U.S. House of Representatives
Congressman Gregory W. Meeks, now in his 11th term, has devoted his energy and skill to serving one of the most diverse constituencies in the nation. Congressman Meeks is a senior member of the House Financial Services Committee, where he serves as the Chairmen of the Subcommittee... Read More →
avatar for Rep. Wm. Lacy Clay

Rep. Wm. Lacy Clay

Congressman, U.S. House of Representatives
Congressman Wm. Lacy Clay is Missouri’s senior Democrat in Congress. Congressman Clay, who is currently serving his 10th term, was first elected to the U. S. House in 2000 after serving 17 years in both chambers of the Missouri State legislature. The Congressman is the chairman... Read More →
RA

Rep. Al Green

Congressman, U.S. House of Representatives
On January 3, 2017, U.S. Congressman Al Green took the oath of office to serve the people of Texas’ 9th Congressional District and began his seventh term in the United States House of Representatives. As a veteran civil rights advocate, he has fought for those in society whose voices... Read More →


Wednesday March 13, 2019 1:30pm - 3:15pm

3:00pm

Buses to Washington Hilton
Wednesday March 13, 2019 3:00pm - 4:00pm
TBA
 
Thursday, March 14
 

8:30am

Managing a successful Housing Counseling program
Limited Capacity full

Providing oversight to a successful Housing Counseling Program requires knowledge of HUD’s regulations, guidelines, and procedures. There are many aspects to the housing counseling program and they require careful consideration. Even the most skillful program managers find daily operation to be daunting when a solid foundation has not been established. This training will start with helping managers to consider the characteristics required to lay a sturdy foundation and continually build on those components throughout the training. Participants will gain tips and strategies which will enhance the effectiveness of their program and help their programs operate in a manner consistent with HUD’s expectations.
 
The training will cover:
 
·       Maintaining an audit ready Housing Counseling program
·       Recruiting qualified Housing Counselors
·       Developing standards to measure effective performance
·       Reporting on programs and services
·       Planning for succession
·       Building strong partnerships and collaborations
·       Creating a resource inventory

Speakers
SA

Sid Alvarado

Director, Income & Asset Building Services, Commonwealth Catholic Charities
Sid Alvarado has used the community-economic development platform to address core issues of poverty for over 15 years. She is passionate about helping people meet life goals through financial goals. Sid serves as Director of Income and Asset Building Services at Commonwealth Catholic... Read More →


Thursday March 14, 2019 8:30am - 5:00pm
Tenlytown West

8:30am

Preparing housing counselors for the HUD certification exam
Limited Capacity full

This course is designed to provide housing counseling practitioners with test-taking tools and strategies in preparation for sitting for the U.S. Department of Housing and Urban Development (HUD) competency certification examination(s). This course does not replace content mastery, which can be obtained through the NCRC Dodd-Frank e-learning Training Series, but is designed to teach practitioners methods that will increase the probability of passing the HUD examination itself.
 
The six Core Topics are:
1.      Financial Management
2.      Home Maintenance and Financial Management for New Homeowners
3.      Consumer Rights and Responsibilities of Homeownership and Tenancy
4.      Fair Housing
5.      Housing Affordability
6.      Avoiding Delinquency/Default and Eviction.

Speakers
SO

Sue Ortiz

Director, Homeowner and Family Services, Habitat for Humanity of Michigan


Thursday March 14, 2019 8:30am - 5:00pm
Tenlytown East
 
Friday, March 15
 

8:30am

Managing a successful Housing Counseling program
Limited Capacity full

Providing oversight to a successful Housing Counseling Program requires knowledge of HUD’s regulations, guidelines, and procedures. There are many aspects to the housing counseling program and they require careful consideration. Even the most skillful program managers find daily operation to be daunting when a solid foundation has not been established. This training will start with helping managers to consider the characteristics required to lay a sturdy foundation and continually build on those components throughout the training. Participants will gain tips and strategies which will enhance the effectiveness of their program and help their programs operate in a manner consistent with HUD’s expectations.
 
The training will cover:
 
·       Maintaining an audit ready Housing Counseling program
·       Recruiting qualified Housing Counselors
·       Developing standards to measure effective performance
·       Reporting on programs and services
·       Planning for succession
·       Building strong partnerships and collaborations
·       Creating a resource inventory

Speakers
SA

Sid Alvarado

Director, Income & Asset Building Services, Commonwealth Catholic Charities
Sid Alvarado has used the community-economic development platform to address core issues of poverty for over 15 years. She is passionate about helping people meet life goals through financial goals. Sid serves as Director of Income and Asset Building Services at Commonwealth Catholic... Read More →


Friday March 15, 2019 8:30am - 2:30pm
Tenlytown West

8:30am

Preparing housing counselors for the HUD certification exam
Limited Capacity full

This course is designed to provide housing counseling practitioners with test-taking tools and strategies in preparation for sitting for the U.S. Department of Housing and Urban Development (HUD) competency certification examination(s). This course does not replace content mastery, which can be obtained through the NCRC Dodd-Frank e-learning Training Series, but is designed to teach practitioners methods that will increase the probability of passing the HUD examination itself.
 
The six Core Topics are:
 
1.      Financial Management
2.      Home Maintenance and Financial Management for New Homeowners
3.      Consumer Rights and Responsibilities of Homeownership and Tenancy
4.      Fair Housing
5.      Housing Affordability
6.      Avoiding Delinquency/Default and Eviction.

Speakers
SO

Sue Ortiz

Director, Homeowner and Family Services, Habitat for Humanity of Michigan


Friday March 15, 2019 8:30am - 2:30pm
Tenlytown East