JPMORGAN BANK OF BANK OF TRACK SPONSOR WELLS FARGO WELLS FARGO - - PowerPoint PPT Presentation

TRACK SPONSOR JPMORGAN CHASE BANK OF AMERICA WELLS FARGO WELLS FARGO BANK OF AMERICA Affordable Housing Capitalization & Fundraising Commercial Real Estate & Community Facilities Communications Healthy & Resilient Communities Lending & Operations Mortgage, Consumer & Financial Inclusion Native CDFIs Rural Communities Small Business & Microfinance Strategy 1:00 PM - 5:00 PM Creating a New Asset-Based Narrative for CDFIs - Fairchild / Organizational Health with Patrick Lencioni’s The Table Group - Columbia 3 1:00 PM - 6:00 PM CDFIs in Action Tour: Baltimore - A Tale of Two Cities - Terrace Level Foyer 5:00 PM - 6:00 PM New to the Conference: Which Sessions Should I Attend? - Lincoln East 6:00 PM - 8:00 PM Welcome Reception and OFN Expo - Columbia

TRACK SPONSOR JPMORGAN CHASE BANK OF AMERICA WELLS FARGO WELLS FARGO BANK OF AMERICA Affordable Housing Capitalization & Fundraising Commercial Real Estate & Community Facilities Communications Healthy & Resilient Communities Lending & Operations Mortgage, Consumer & Financial Inclusion Native CDFIs Rural Communities Small Business & Microfinance Strategy 7:00 AM – 9:00 AM Breakfast - Columbia 7:00 AM - 6:00 PM OFN Expo - Columbia 7:30 AM - 8:30 AM Breakfast with the Federal Reserve Bank System - Georgetown / Networking by Region: California - Jefferson East; Mid-Atlantic - Jefferson West; Midwest - Lincoln East; National CDFIs - Lincoln West; New England - Columbia 3; Northwest - Columbia 4; Southeast - Monroe; and Southwest - Kalorama 8:45 AM - 10:45 AM Opening Plenary: National Policy Maker Reflections on “Lending Where It Counts” - International Ballroom 10:45 AM - 12:00 PM Morning Break sponsored by MUFG Union Bank, N.A. / CDFI Fund Walk-In Office Hours - Embassy / Dedicated Networking and OFN Expo Time - Columbia 12:15 PM - 2:00 PM Lunch Plenary with Keynote Speaker the Honorable William Jefferson Clinton - International Ballroom 2:15 PM - 3:45 PM CDFI Fund Walk-In Office Hours - Embassy 2:15 PM - 3:45 PM Reaching the Most Difficult to Serve: Balancing Mission and Risk Jefferson West

• Show Me the (Single

Family) Money! Specific Strategies to Attract Capital for Single Family Development Columbia 3 Investing Where It Counts Jefferson East Asset-Based Language: How to Avoid the Rescue Syndrome in Our Communications Monroe Eyes on the Prize: Reconnecting to Our Civil Rights History and the Civil Rights Movement's Future Lincoln West

• Meeting

Communities Where They Are: Designing Finance for Equitable Food Oriented Development Columbia 4 Succession Planning: Best Practices and Lessons Learned Columbia 6 Native HUD Housing Counseling Network Kalorama Rural Drug Addiction and How CDFIs Are Responding Georgetown Building Cross-Sector Coalitions to Drive Successful Policy Change Lincoln East Introduction to Organizational Health Holmead

TRACK SPONSOR JPMORGAN CHASE BANK OF AMERICA WELLS FARGO WELLS FARGO BANK OF AMERICA Affordable Housing Capitalization & Fundraising Commercial Real Estate & Community Facilities Communications Healthy & Resilient Communities Lending & Operations Mortgage, Consumer & Financial Inclusion Native CDFIs Rural Communities Small Business & Microfinance Strategy 2:15 PM - 5:30 PM CDFIs in Action Tours: Columbia Heights en Espanol - Terrace Level Foyer / Minnesota Avenue Main Street - Terrace Level Foyer / Northeast DC + - Terrace Level Foyer 4:15 PM - 5:30 PM Beyond Units and AMI: Expanding the Impact Discussion in the Affordable Housing Sector Lincoln West Engaging Individual Investors Where It Counts Jefferson East

• The Power of

Guarantees: A New Infrastructure to Accelerate Community Investments throughout the US Lincoln East

• Observations on

the Future of CRA: Here’s What We Are Watching Holmead Diversity, Equity and Inclusion: Benefits, Insights, Approaches Monroe

• CDFIs 101

Columbia 6

• CDFI Business

Model Sustainability in Uncertain Economic Times Georgetown Buildings in the Backyard: How CDFIs Are Using Financing to Increase Density and Housing Affordability Jefferson West Reaching Our Future Generations Columbia 3 Value for Veterans: A National Model for CDFI Collaboration Fairchild

• Criminal Justice

Reform & Innovative Lending with R3 Score Columbia 4 How to Reach the Latino Market: Importance of Bilingual and Bicultural Services for Inclusion Kalorama 5:45 PM - 6:15 PM Information Session: Master in Community Development, Carsey School of Public Policy - Lincoln East 6:00 PM - 8:00 PM Native Awards Reception and Ceremony - International Ballroom

TRACK SPONSOR JPMORGAN CHASE BANK OF AMERICA WELLS FARGO WELLS FARGO BANK OF AMERICA Affordable Housing Capitalization & Fundraising Commercial Real Estate & Community Facilities Communications Healthy & Resilient Communities Lending & Operations Mortgage, Consumer & Financial Inclusion Native CDFIs Rural Communities Small Business & Microfinance Strategy 6:00 AM - 7:00 AM Justice Fun Run 7:00 AM - 8:30 AM Breakfast - Columbia 7:00 AM - 6:00 PM OFN Expo - Columbia 7:15 AM - 8:15 AM Breakfast with USDA Rural Development - Georgetown / CDFI Women's Network Breakfast - Columbia 3,4,6 8:00 AM - 8:30 AM OFN Member Voting Delegates Pick Up Ballots - International Ballroom 8:30 AM - 11:00 AM OFN Membership Meeting - International Ballroom 8:30 AM - 5:00 PM Native Gathering - Jefferson 11:15 AM - 12:15 PM Networking by Position: Board Member - Lincoln East; Business Development <$20MM - Kalorama; Business Development >$20MM - Columbia 8; CEO <$20MM - Fairchild; CEO $20-$100MM - Lincoln West; CEO >$100MM - Monroe; CFO - Columbia 12; COO <$50MM - Georgetown West; COO >$50MM - Columbia 11; Credit and Risk Officer - Columbia 3; Development - Columbia 4; Marketing - Holmead; Portfolio Management <$20MM - Columbia 6; Portfolio Management >$20MM - Georgetown East; Technical Assistance - Lincoln East 12:30 PM - 2:15 PM Lunch Plenary with CDFI Fund Director Jodie Harris and the 2019 Ned Gramlich Lifetime Achievement Award for Opportunity Finance - Lunch plenary sponsored by Woodforest National Bank - International Ballroom 2:15 PM - 5:00 PM Congressional Advocacy: Hill Visits

TRACK SPONSOR JPMORGAN CHASE BANK OF AMERICA WELLS FARGO WELLS FARGO BANK OF AMERICA Affordable Housing Capitalization & Fundraising Commercial Real Estate & Community Facilities Communications Healthy & Resilient Communities Lending & Operations Mortgage, Consumer & Financial Inclusion Native CDFIs Rural Communities Small Business & Microfinance Strategy 2:30 PM - 3:45 PM Deep Dive into NMTC Financing Fairchild Turning Ideas into Action: Racial Equity in Charter School Lending Monroe CDFIs Partnering with Health Systems and Payors Columbia 3-4

• Future State:

Defining, Measuring and Financing Holistic Resilience Kalorama It’s Accrual World: Lessons from New Financial Accounting Standards Board Guidance Lincoln East Why Make Poverty Tolerable When We Can Make It Escapable? Columbia 6 The Digital Divide and Rural Innovation Georgetown Pushing the Boundary of Impact in Small Business Capital Lincoln West Collaborating for Increased Impact: Teamwork Makes the Dream Work Columbia 11-12

• Optimizing Pipeline

Management in Pursuit of Racial and Social Equity Holmead

• Measuring the Social

and the Fiscal: Capturing and Conveying Holistic Understandings of CDFI Impact Columbia 8 2:30 PM - 5:30 PM CDFIs in Action Tours: Creating Impact by Co-Locating Health, Housing, and Services - Terrace Level Foyer / LEDC Food Tour - Terrace Level Foyer

TRACK SPONSOR JPMORGAN CHASE BANK OF AMERICA WELLS FARGO WELLS FARGO BANK OF AMERICA Affordable Housing Capitalization & Fundraising Commercial Real Estate & Community Facilities Communications Healthy & Resilient Communities Lending & Operations Mortgage, Consumer & Financial Inclusion Native CDFIs Rural Communities Small Business & Microfinance Strategy 4:15 PM - 5:30 PM Catalyzing Institutional and Retail Investment in CDFIs Lincoln East The New, Improved HRSA Health Center Facility Loan Guarantee Program Georgetown What’s Your Differentiator? What’s Your Story? How to Discover It, Communicate It, and Be Heard! Columbia 11-12 Investment in Creative Placemaking: What’s the Hold Up? Columbia 8

• Stay Relevant to

Impact Investors: Is Your CDFI Impact Story in Language Investors Understand? Monroe Three Proven Strategies for Scaling CDFI Impact Lincoln East Democratizing Finance: Where Have We Come? Columbia 3-4 Leveraging Capital to Grow Good Jobs: an Inside Look Columbia 6 Shifting Landscapes: How CDFIs Navigate Changing Markets Holmead

• Improve Your CDFI's

Customer Hit Rate! Kalorama 5:30 PM - 7:00 PM Congressional Advocacy: Capitol Hill Reception and Congressional Champion Awards

TRACK SPONSOR JPMORGAN CHASE BANK OF AMERICA WELLS FARGO WELLS FARGO BANK OF AMERICA Affordable Housing Capitalization & Fundraising Commercial Real Estate & Community Facilities Communications Healthy & Resilient Communities Lending & Operations Mortgage, Consumer & Financial Inclusion Native CDFIs Rural Communities Small Business & Microfinance Strategy 7:00 AM – 12:15 AM OFN Expo - Columbia 7:45 AM – 8:45 PM Breakfast with HUD's Office of Block Grant Assistance – Kalorama / Breakfast with the Small Business Administration - Georgetown 9:00 AM - 10:30 AM Innovative Affordable Housing and Equitable Development Models Lincoln East Addressing Capital Constraints through Loan Sales Jefferson West Building Real Estate Development Capacity with Purposeful Education and Mentorship Georgetown Advancing a Clean Energy Economy and Fair Transition Holmead Learning from the Last Recession: Portfolio Management Strategies to Implement before the Next One Jefferson East Proven Approaches to Supporting Low-Income Homeownership Kalorama Specialty Underwriting Fairchild Grow Your Small Business Lending Pipeline through Youth Entrepreneurship Education Columbia 3

• The Secondary

Market Unplugged: How Rural and Native CDFIs Can Access Affordable Mortgage Capital Monroe Employee Buyouts of Legacy Businesses: The Lending Opportunity

• f a Generation

Columbia 4

• Moving Beyond

Brochures: Practical, Scalable Tips & Tricks to Develop a Productive Referral Program Columbia 6 Exploring the Continuum: Why Community Development Projects Need So Much More than Capital Lincoln West