PRESENTATIONS
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Sponsors/Exhibitors | 2019 Save the Date
Tuesday, October 23, 2018
Welcome and Opening General Session
Why Financial Inclusion?
Sherod Halliburton, Gigi Hyland, Melva McKay-Bass, Jonathan Mintz, Cathie Mahon (presentation)
Morning Breakout Sessions
Solar Lending Practices by Community and Regional Financial Institutions
Cheryl Fatnassi (presentation), Stewart Sarkozy-Banoczy (presentation), Paul Schwabe (presentation)
Applied Behavioral Economics Innovations
Mariel Beasley, Rachel Van Noord (shared presentation)
Branding to Grow
Patti Barrow (presentation), Brenda Smith (presentation)
Buffet Lunch General Session
View from Abroad: Credit Union Perspectives from the UK & Puerto Rico
Matt Bland (presentation), Jose Julian Ramirez Ruiz (presentation)
Afternoon Breakout Sessions
Lending Practices for Low-Income Consumers
Cindy Armstrong (presentation), Scott Butterfield (presentation), Kathy Breaux (presentation)
Know Your Members: Data & Digital Marketing
David Harris (presentation), Jake Hill (presentation)
Promoting an Inclusive Culture
Monica Davy (presentation), Karl Graham (presentation), Helen Steblecki (presentation)
Breakout Session for Cooperativas
Actualización Proyecto CDFI en Puerto Rico
Pablo DeFilippi, Alejandra Seluja (shared presentation)
General Session
Mission and Margin
Charlotte Ducksworth (presentation), Winona Nava (presentation), Luis Pastor (presentation)
Wednesday, October 24, 2018
Business Meeting
Membership Update 2018
Cathie Mahon (presentation)
Special Session
Ask the Chairman
J. Mark McWatters
General Session
Recent Research: Opportunities to Grow Financial Inclusion
Edgar Hernandez (presentation)
Breakout Sessions
Focus on Growth
Teri Robinson (presentation), Richard Romero (presentation)
The CDFI Fund & You
Amber Kuchar-Bell, Terry Ratigan
Financial Inclusion for Latinos
Mia Mendoza (presentation), Victor Miguel Corro (presentation)
Annie Vamper Helping Hands Award Luncheon
Linda Levy (presentation), Cliff Rosenthal (presentation)
Breakout Sessions
Amplifying Impact: Lending + Counseling
Andrea Heller (presentation), Gina Perez-McNeal (presentation), Sarah Sable (presentation)
Breaking the Cycle of Disinvestment: The New Market Tax Credit
Bob Ibanez, Jeff Wells (shared presentation)
Measuring the Difference: Performance and Impact of Community Development Credit Unions
Terry Ratigan (presentation), Mike Schenk (presentation)
Breakout Session for Cooperativas
Expandiendo nuestro enfoque (Expanding Our
Approach)
Pia Longarini (presentation), Jenny Torres (moderator), Fabian Yepez (presentation)
Special Session
CDFI Fund News and Updates
Annie Donovan
Closing General Session
Financial Inclusion as a Pathway from Poverty
Bill Bynum, Nisha Patel, Evelyn Stark (shared presentation)