2013 NYS CDFI COALITION CONFERENCE: Schedule at a Glance

 Conference Schedule at a Glance



Conference opens


Welcome and Opening Remarks

Cathie Mahon, President & CEO, National Inclusiv

Sandy Recovery Efforts: Seth Diamond, NYS Director of Storm Recovery



Innovative and Responsible Savings and Loan Products for Consumers

Joy Feigenbaum, NYS Department of Financial Services; Sarah Ludwig, New Economy Project; Alex Horowitz, PEW Charitable Trusts;  Joanna Ramani, Doorways 2 Dreams; Melanie Stern, National Inclusiv



Immigrant Loans: Pathways to Inclusion

Sarah Ludwig, New Economy Project

Linda Levy Lower East Side Peoples FCU

Yanki Tshering, Business Center for New Americans

Technology Advancement and Shared Platforms to Meet CDFI Technology Needs

Tristram Coffin, Alternatives FCU

Tammy Halevy,  AEO

The Business Path: Turning a Dream into Reality

Micah Martorell  & Jenni Cunningham-Ryan

Alternatives FCU







Breakfast &Opening Sessions


New York State and CDFIs: Collaborations for Community Development

1)      CDFIs and the Affordable Housing Ownership Landscape in New York

Matt Leber, LISC; Kim Jacobs, Community Capital NY; Diane Lourd-Michel, Corporation for Supportive Housing

2)      New York State Agencies: Partnering with CDFIs to Maximize Community Impact

Marilyn Dare, NYSERDA; Matt Nelson, DHCR; Marion Samuels, ESDC

Moderator: Greg Maher, Leviticus Fund



Managing Risk Through Improved Pricing and Collections

Randy Thompson, Thompson Consulting

           Leslie Hoffman, LEH Consulting

Creating Opportunities for MWBE Contractors: Innovative Loans and Technical Assistance

Nancy Carin, CEO BOC

Seth Bornstein, CEO, Queens EDC

Aisha Benson, TruFund

Integrating Financial Services and Products for Employees in the Workplace

Tyler Phillips, Neighborhood Trust

Monica Copeland, NYC Office of Financial Empowerment

Carl Morris, Flex Wage 

Luncheon- Speaker Collaboration Discussion


Expanding Impact: Collaborations and Partnerships

Michael Swack, Carsey Institute, University of New Hampshire

Seth Julyan, OFN; Isaac Roldan, CAMBA;  Kim Jacobs, CCRNY - Creating a Grid & Mapping New York State Lenders and Loans

Cross Sector Collaborations- Melanie Stern, Inclusiv

Examples from the Field



Green Jobs/Green NY: Increasing Opportunities for Home Energy Efficiency Upgrades

Anthony Ng-Center for Working Families

Adam Zimmerman, Executive Vice President, Craft3 , Oregon

Jeff Pitkin, Treasurer, NYSERDA

Getting Started with Fundraising and Individual Donors

MaryBeth Bunge, Alternatives Impact/FCU

CDFI-Nonprofit Partnership and Integration Strategies

Nicole Smith, Neighborhood Trust

Bishop Mitchell Taylor, Erda and ERDA FCU

Dan Lowenstein, Primary Care Development Corporation

Meagan Weatherby, Cooperative Federal CU


Advocacy Issues and Legislative Update, Jeff Pearlman, Greenberg Traurig

Snack and Send Off

* Schedule subject to change


 Conference Sessions

“All Hands” Discussion on Collaborations and Partnerships
Opportunities and Imperatives

  • Michael Swack, Faculty Director, Center on Social Innovation and Finance, Carsey Institute
  • Seth Julyan, Opportunity Finance Network & Melanie Stern, Inclusiv
  • Rollout of Statewide Lending Grids: Isaac Roldan, CAMBA and Kim Jacobs Community Capital NY
  • Examples from the field



Creating Opportunities for Innovative and Responsible Savings and Loan Products for Consumers 

Description: The payday industry continues to drain wealth from communities and individuals. This panel will explore cutting edge research on the reasons people borrow from predatory lenders, community and government responses and innovative responsible product solutions for consumers.


  • Joy Feigenbaum, Executive Deputy Superintendent and the head of DFS’s Financial Frauds and Consumer Protection Division
  • Alex Horowitz, Research Manager, Safe Small-Dollar Loans Research Project, Pew Charitable Trusts
  • Sarah Ludwig, Founder & Co-Director, New Economy Project
  • Joanna Ramani, Director of Scale Strategies, Doorways to Dreams Fund
  • Melanie Stern, Senior Program Officer, Inclusiv

CDFIs and the Affordable Housing Ownership Landscape in New York

Description: Hear and explore the many different approaches and the spectrum of products CDFIs offer to provide affordable housing in New York State.


  • Kim Jacobs, CEO, Community Capital New York
  • Matt Leber, LISC
  • Diane Louard-Michel, Senior Loan Officer, CSH

New York State Agencies: Partnering with CDFIs to Maximize Community Impact

Description: A discussion of existing and prospective partnerships with CDFIs and developing a comprehensive approach to collaborations.


  • Marion Samuels, Deputy Commissioner, Community Economic Development Department Empire State Development
  • Marilyn Dare, Project Manager Policy, Planning and Market Development Energy Efficiency Services
  • Gwen Robinson, Director, Consumer Examinations and Community Development Financial Frauds and Consumer Protection Division, Department of Financial Services
  • Matt Nelson, President, Office of Community Renewal, New York State Homes & Community Renewal



Integrating Financial Services and Products for Employees in the Workplace

Description: Employers can serve as a unique conduit to help individuals connect with safe and affordable financial products and services. This workshop will look at several different programs that connect unbanked and underbanked employees to financial services beyond traditional offerings such as retirement plans. Programs such as checking and savings accounts, pay and cash disbursement solutions, and financial counseling will be discussed as well as integration strategies for these initiatives.  


  • Monica Copeland, Senior Program Officer, New York City Department of Consumer Affairs’ Office of Financial Empowerment
  • Tyler Phillips, Program Manager, The Employer Solution, Neighborhood Trust Financial Partners
  • Carl Morris, Vice President, Flex Wage Solutions, LLC

Technology Advancement and Shared Platforms to Meet CDFI Technology Needs

Description: Advanced technology today touches all our lives. Learn more about choosing and integrating technologies and technology-based collaborations that can help CDFIs to achieve healthy growth and greater scale. 


  • Tristram Coffin, CEO, Alternatives FCU
  • Tammy Halevy, Senior V.P., Association for Enterprise Opportunities (AEO)

           Immigrant Loans: Pathways to Financial Inclusion

Description: Credit Union and Loan fund programs that reach immigrant communities provide a pathway towards citizenship and opportunities to build financial security. This panel will look at various loan programs that are both important to borrowers and create a market for lenders.


  • Sarah Ludwig, Founder and Co-director, New Economy Project
  • Linda Levy, CEO, Lower East Side Peoples Federal FCU
  • Yanki Tshering, CEO, Business Center for New American

Green Jobs-Green New York (GJGNY)

Description: This groundbreaking program developed by the Center for Working Families, and administered by the New York State Energy Research & Development Authority (NYSERDA), dramatically increases homeowners’ ability to complete energy efficiency upgrades (retrofits) to their homes. This workshop will look at how the program works and a proposed pilot to expand access through CDFIs using on-bill recovery, where retrofit costs are repaid on the homeowner’s utility bill using savings from reduced energy consumption. The workshop will also highlight how on-bill recovery is offered by Craft3, a CDFI based in Washington and Oregon.


  • Anthony Ng, Green & Equitable Economies Strategist Center for Working Families
  • Adam Zimmerman, Executive Vice President, Craft3, Oregon - Home Energy Efficiency Loans
  • Jeff Pitkin, Treasurer, New York State Energy Research and Development Authority

Getting Starting with Fundraising and Individual Donors

Description: As grants dwindle and disappear, CDFIs can and should look to individuals as sources for contributed income to continue our important work. This interactive session will challenge you to plumb the depths of your constituents and connections, resulting in a refreshed prospect list with clear action steps to start raising money right away! You will learn several techniques to use with your board, volunteers or colleagues to re-vitalize or develop your organization's prospect list.


  • Mary-Beth Bunge, Development Director, Alternatives FCU

CDFI-Nonprofit Partnership and Integration Strategies

Description: In this session you will hear examples of how CDFIs, working with social and human service providers, can foster access to responsible financial tools and products. You will learn about how CDFIs have achieved successful collaborations and how integrating services from partnering organizations can help your organization maximize community development impact.


  • Nicole Smith, Director of Strategic Partnerships, Neighborhood Trust Financial Partners
  • Dan Lowenstein, Director of Public Affairs, Primary Care Development Corporation
  • Bishop Mitchell Taylor, Founder, East River Development Alliance
  • Meagan Weatherby, Program Sustainability and Outreach Coordinator, Cooperative Federal CU
  • Ann Solomon, Special Assistant to the CEO, Inclusiv

Risk Management

Description: Ongoing management of risk in the loan portfolio is critical to all lending organizations. This presentation will describe and discuss the four pillars of effective risk management with a focus on portfolio management. The presenters will offer case studies and applications to support risk management implementation in your organization.


  • Leslie Hoffman, LEH Consulting Group: Leslie is the principal at LEH Consulting and former Vice President of Strategic Partnerships at Accion New Mexico. She has extensive experience working with CDFI to build capacity and improve performance.
  • Randy Thomson, TCT Consulting: Randy Thompson is the principal at TCT Consulting. Randy has over 25 years of experience delivering service and support to financial institutions, helping them maximize profitability, efficiency, and stability.

The Business Path: Turning a Dream into Reality

Description: The desire to target specific populations has taken our ever-popular ‘Intro to Entrepreneurship’ class in a new direction! This updated class offers a new model of teaching and learning - The Business Path, a visual that compliments Alternatives FCU's existing Credit Path. With the Business Path, class participants get a taste of what it takes to develop a business from vision to reality.


  • Micah Martorell, Business Lending Assistant, Alternatives FCU
  • Jenni Cunningham-Ryan, Business CENTS Program Assistant, Alternatives FCU

Creating Opportunities for MWBE contractors: Innovative Loans and Technical Assistance

Description:A lack of upfront financing and targeted technical assistance can restrict opportunities for small contractors to become licensed or access government contracts. In this workshop, you will learn about two innovative programs- the Business Outreach Center’s “Contract Mobilization Loan Program” and the Queens EDC’s “Home Improvement Contract Program”- that provide critical financing and technical assistance to MWBEs.


  • Nancy Carin, CEO, Business Outreach Center
  • Seth Bornstein, CEO, Queens Economic Development Corporation
  • Aisha Benson, Managing Director, TruFund Financial Services

*Sessions subject to change

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