Celebrating 150 Years of MDIs: Changes, Challenges, Opportunities
Sponsored by the FDIC, Federal Reserve Board, and Office of the Comptroller of the Currency
Conference Overview
Every two years, the Federal Banking Regulatory Agencies (FDIC, OCC and Federal Reserve) host this important interagency conference for FDIC-insured minority depository institutions and CDFI banks to help preserve and promote their mission. Join FDIC Chairman Martin J. Gruenberg, Federal Reserve Board Governor Lael Brainard, and Comptroller of the Currency, Thomas J. Curry, as they welcome other senior Federal officials and minority and Community Development Financial Institution bank executives, to “Celebrate 150 years of Minority Depository Institutions” and to explore “Changes, Challenges, and Opportunities.”
The conference encourages interactive discussion among those who believe minority depository institutions and CDFI banks are uniquely positioned to create positive change in their communities. The conference also encourages a diverse array of participants to express their views.
- Senior officials from Federal Agencies will provide updates on programs and policies that can help minority and CDFI banks achieve goals
- Bank CEOs can “tell their story,” communicate their strategies and successes, and make recommendations to the industry, Federal policy makers and others
- Interactive workshops invite CEOs and other key partners to explore opportunities in three tracks:
- Federal Programs
- Mission and MDIs
- Safe, Sound and Strategic
For more detailed conference agenda and speaker information, click on the links to your left.
Who Should Attend?
Registration is limited to minority depository institutions, CDFI banks, their CEOs, Board Members, Managers and Staff, Speakers, and Federal Agencies. Space is limited to invited participants. To register, please send an e-mail to MDI_Interagency_Conference@fdic.gov. Registration closes July 6, 2015.
Where?
OCC Conference Center, 400 7th Street, SW Washington, D.C. 20219
(L‘Enfant Plaza Metro Stop-Orange, Blue, Yellow, Green and Silver Lines)
When?
| Date | Time | Event |
|---|---|---|
| Monday, July 13, 2015 | 5:00 p.m. - 7:00 p.m. | Welcome Reception |
| Tuesday, July 14, 2015 | 7:30 a.m. - 8:30 a.m. | Continental Breakfast |
| Tuesday, July 14, 2015 | 8:45 a.m. - 5:00 p.m. | Plenary Sessions and Workshops |
| Wednesday, July 15, 2015 | 7:30 a.m. - 8:45 a.m. | Breakfast with your Regulator |
| Wednesday, July 15, 2015 | 9:00 a.m. - 3:00 p.m. | Plenary Sessions and Workshops |
Agenda
Monday, July 13, 2015
| Time | Event | Location |
|---|---|---|
| 3:00 p.m. – 5:00 p.m. | Registration | |
| 5:00 p.m. – 7:00 p.m. | Networking Reception & Exhibition | Conference Room A, B & C |
Tuesday, July 14, 2015
| Time | Event | Location |
|---|---|---|
| 7:00 a.m. – 5:00 p.m. | Registration | |
| 7:30 a.m. – 8:45 a.m | Breakfast | Conference Room A, B & C |
| 9:00 a.m. – 10:15 a.m. | Opening Session Moderator | Auditorium |
| 10:15 a.m. – 10:25 a.m. | BREAK | |
| 10:30 a.m. – 11:45 a.m. | General Session 1: Cybersecurity Policy Moderator | Auditorium |
| 11:45 a.m. – 12:45 p.m. | LUNCH | Conference Rooms A, B & C |
| 12:45 p.m. – 2:00 p.m. | General Session 2: Capitalization Strategies Timothy R. Chrisman, CEO, Chrisman & Co. Moderator | Auditorium |
| 2:00 p.m. – 2:10 p.m. | BREAK | |
| 2:10 p.m. – 3:25 p.m. | Concurrent Workshops | Conference Rooms 1W-210, 1W-220 and 1W-410/420 |
Track A: FHLB Chicago Conduit Program for Government-Backed Securities Panelists Moderator | ||
Track B: Taking Mission to Scale – Trends in Double Bottom-Line Banking Panelists Moderator | ||
Track C: Compliance Updates for MDIs and CDFIs Panelists Moderator: Donna Murphy, Director for Community and Consumer Law, Office of the Comptroller of the Currency | ||
| 3:25 p.m. – 3:40 p.m. | BREAK | |
| 3:45 p.m. – 5:00 p.m. | Concurrent Workshops | Conference Rooms 1W-210, 1W-220 and 1W-410/420 |
Track A: CDFI Certification and Programs Panelists Moderator | ||
Track B: Making Banking More Accessible Panelists Moderator |
Wednesday, July 15, 2015
| Time | Event | Location |
|---|---|---|
| 7:00 a.m. – 12:00 p.m. | Registration | |
| 7:30 a.m. – 8:45 a.m. | Breakfast with your Regulator | |
| OCC | Conference Room 1W-220 | |
| FRB | Conference Room 1W-210 | |
| FDIC | Conference Room 1W-410/420 | |
| Conference Attendees | Conference Rooms A, B & C: | |
| 9:00 a.m. – 9:45 a.m. | General Session 3: MDIs and Housing Market Trends Speaker Moderator | Auditorium |
| 9:45 a.m. – 10:00 a.m. | BREAK | |
| 10:00 a.m. – 11:30 a.m. | Concurrent Workshops | Conference Rooms 1W-210, 1W-220 and 1W-410/420 |
Track A: New SBA Initiatives Panelist Moderator | ||
Track B: Changing Markets, New Opportunities Moderator | ||
| Track C: Strategic Planning for MDIs and CDFIs Presenter James M. Calhoun, National Bank Examiner, Office of the Comptroller of the Currency Moderator Beverly F. Cole, Senior Advisor to Senior Deputy Comptroller for Midsize and Community Bank Supervision, Office of the Comptroller of the Currency | ||
| 11:40 a.m. – 1:30 p.m | Roundtables Luncheon
| Conference Rooms A, B and C |
| 1:30 p.m. – 1:45 p.m. | BREAK | |
| 1:45 p.m. – 3:00 p.m. | Concurrent Workshops | Conference Rooms 1W-210, 1W-220 and 1W-410/420 |
Track A: Financing Exporters and Non-Exporters in the Supply Chain Panelists Moderator | ||
Track B: Collaboration Strategies Panelists Moderator | ||
Track C: Attracting, Developing and Retaining Bank Management Panelists Moderator | ||
| 3:00 p.m. | ADJOURNMENT |
Confirmed Speakers
Principals
- Martin J. Gruenberg, Chairman, FDIC
- Lael Brainard, Governor, Federal Reserve Board
- Thomas J. Curry, Comptroller of the Currency
Bankers
- Mukhtar Ali, President, Mission Bank
- Roland Anglin, Board Member, City National Bank of New Jersey
- Brian Argrett, President & CEO, City First Bank of DC
- Charles Fenton, CEO, Tomato Bank
- Ross Hill, Founder and CEO, Bank 2
- Darrell Jackson, President and CEO, Seaway Bank and Trust
- Doyle Mitchell, President and CEO, Industrial Bank
- Michael Pugh, President, Carver Federal Savings Bank
- David Reiling, President, Sunrise Banks
- James Sills III, President, M&F Bank
- Darrin Williams, CEO, Southern Bancorp, Inc.
Federal Partners
- Annie Donovan, Director, CDFI Fund
- Don Graves, Deputy Assistant to the President and Counselor to the Vice President, Office of the White House
- William Houck, Regional Manager, Office of International Trade, U.S. Small Business Administration
- Lisa Jones, Manager, CDFI Bond Guarantee Program
- Mark Kudlowitz, Associate Manager, CDFI Financial Assistance/Technical Assistance Program
- Tamara Maxwell, Director, Minority and Women-Owned Business Outreach, U.S. Export-Import Bank
- Ann Marie Mehlum, Associate Administrator, Office of Capital Access, U.S. Small Business Administration
- Mia Sowell, Associate Manager, New Markets Tax Credits/Bank Enterprise Award Program
- Christopher Stever, Associate Program Manager, CDFI Certfication
- Paul Thanos, Director for Finance and Insurance Industries, International Trade Administration, U.S. Department of Commerce
- Melvin Watt, Director, Federal Housing Finance Agency
Key Partners
- Kelvin Boston, Host of PBS MoneyWise
- Tim Chrisman, President, Chrisman & Co.
- William Frey, Senior Fellow, Brookings Institute
- Kathy Gibbons, Senior Policy and Program Advisor, Ginnie Mae
- William McGrath, Senior Vice President, Mortgage Partnership Finance, Federal Home Loan Bank of Chicago
- Saurabh Narain, President, National Community Investment Fund
- William Wade, Executive Director, HOPE of Kentucky
Federal Banking Agencies
- Adam Arnett, Senior Financial Analyst, Federal Reserve Board
- Charlotte Bahin, Analyst to the Deputy Comptroller for Thrift Supervision, OCC
- David Black, Community Development Expert, OCC
- Anthony Cain, Manager for Community Banking Organizations, Board of Governors of the Federal Reserve
- James Calhoun, National Bank Examiner, OCC
- Sharon Canavan, Community Relations Expert, OCC
- Beverly Cole, Senior Advisor to Senior Deputy Comptroller for Midsize and Community Bank Supervisions, OCC
- Doreen R. Eberley, Director, Division of Risk Management Supervision, FDIC
- Carol Evans, Assistant Director, Board of Governors of the Federal Reserve
- Grovetta Gardineer, Deputy Comptroller for Compliance Operations and Policy, OCC
- Kevin Greenfield, Director for Bank Information Technology, OCC
- Arthur W. Lindo, Senior Associate Director, Division of Banking Supervision and Regulation, Board of Governors of the Federal Reserve
- Robert W. Mooney, National Director, Minority and Community Development Banking, FDIC
- Andrew Moss, Community Relations and Minority Affairs Program Manager, OCC
- Donna Murphy, Director for Community and Consumer Law, OCC
- D. Scott Neat, Director of Supervision, Office of Examination and Insurance, NCUA
- Sylvia Plunkett, Senior Deputy Director, FDIC
- Erica Tholmer, Supervisory Financial Analyst, Federal Reserve Board
- H. Robert Tillman, Assistant Vice President, Federal Reserve Bank of Philadelphia
- Barry Wides, Deputy Comptroller for Community Affairs, OCC
Conference Resources
| Tuesday, July 14, 2015 | |
|---|---|
| 2:10 p.m. – 3:25 p.m. | Track A: FHLB Chicago Conduit Program for Government-Backed Securities |
Track B: Taking Mission to Scale – Trends in Double Bottom-Line Banking | |
| 3:45 p.m. – 5:00 p.m. | Track A: CDFI Certification and Programs |
Track B: Making Banking More Accessible | |
| Wednesday, July 15, 2015: | |
|---|---|
| 10:00 a.m. – 11:30 a.m. | Track B: Changing Markets, New Opportunities |
| 10:00 a.m. – 11:30 a.m. | Track C: Strategic Planning for MDIs and CDFIs |
| 1:45 p.m. – 3:00 p.m. | Track A: Financing Exporters and Non-Exporters in the Supply Chain
|
Logistics
Transportation and Getting Around
Arrival/Departure Transportation
Conference participants are responsible for their own transportation between airports or train stations and their lodging location. Taxis are available from both Reagan National (DCA) and Dulles International (IAD) airports. Participants can estimate the cost of taxi fare to and from each respective airport, by accessing the following:
Transportation to/from conference at the OCC Conference Center
Conference planners have arranged for a shuttle service between the Mayflower Hotel and the Conference Center at OCC Headquarters in the morning before the conference and in the afternoon following the conference. The Residence Inn Washington, DC/Capitol Hotel is within close walking distance.
Other Transportation Information for Getting Around and Parking
- Metro/Subway Information (Printable Map) (www.wmata.com) The OCC Conference Center is in close proximity to the L‘Enfant Plaza Metro Station which services the blue, green, orange, silver, and yellow line.
- Interactive Parking Map (Rates for each parking garage in Washington, DC pop up when you click on the selected location).
- Metered public parking spaces are available on the street immediately outside of the Constitution Center.
Lodging
Rooms are available at a special reserved rate for this conference at the Mayflower Hotel and Residence Inn - Capitol Hill. Information about the two hotels is available at the links below. The conference code for confirming hotel rooms is included in the conference registration links that have been provided to invited conference participants.
Security
Building security policy requires all individuals entering the OCC Headquarters at the Constitution Center present a government issued photo identification. We recommend attendees to plan their arrival in sufficient time, prior to the scheduled event, in order to process through security.