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

JPMORGAN BANK OF BANK OF TRACK SPONSOR WELLS FARGO WELLS FARGO CHASE AMERICA AMERICA Healthy & Mortgage, Commercial Affordable Capitalization & Lending & Rural Small Business Real Estate & Communications Resilient Consumer & Native CDFIs Strategy Housing Fundraising Operations Communities & Microfinance Community Facilities Communities Financial Inclusion 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

JPMORGAN BANK OF BANK OF TRACK SPONSOR WELLS FARGO WELLS FARGO CHASE AMERICA AMERICA Healthy & Mortgage, Commercial Affordable Capitalization & Lending & Rural Small Business Real Estate & Communications Resilient Consumer & Native CDFIs Strategy Housing Fundraising Operations Communities & Microfinance Community Facilities Communities Financial Inclusion 7:00 AM – 9:00 AM Breakfast - Columbia 7:00 AM - 6:00 PM OFN Expo - Columbia 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 ; 7:30 AM - 8:30 AM 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 Eyes on the Prize: Reaching the Most Reconnecting to Our Difficult to Serve: Civil Rights History Balancing Mission and the Civil Rights and Risk Asset-Based Movement's Future Building Cross-Sector Jefferson West Language: How to Lincoln West Succession Planning: Rural Drug Addiction Coalitions to Drive Introduction to -------- Investing Where Native HUD Housing Avoid the Rescue -------- Best Practices and and How CDFIs Are Successful Policy Organizational 2:15 PM - 3:45 PM Show Me the (Single It Counts Counseling Network Syndrome in Our Meeting Lessons Learned Responding Change Health Family) Money! Jefferson East Kalorama Communications Communities Where Columbia 6 Georgetown Lincoln East Holmead Specific Strategies to Monroe They Are: Designing Attract Capital for Finance for Equitable Single Family Food Oriented Development Development Columbia 3 Columbia 4

JPMORGAN BANK OF BANK OF TRACK SPONSOR WELLS FARGO WELLS FARGO CHASE AMERICA AMERICA Healthy & Mortgage, Commercial Affordable Capitalization & Lending & Rural Small Business Real Estate & Communications Resilient Consumer & Native CDFIs Strategy Housing Fundraising Operations Communities & Microfinance Community Facilities Communities Financial Inclusion 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 Engaging Individual Investors Where It Counts Jefferson East Diversity, Equity and -------- Inclusion: Benefits, Value for Veterans: A The Power of Insights, Approaches Buildings in the National Model for Guarantees: A Monroe How to Reach the Beyond Units and Backyard: How CDFI Collaboration New Infrastructure -------- Latino Market: AMI: Expanding the CDFIs Are Using Fairchild to Accelerate CDFIs 101 Reaching Our Future Importance of Impact Discussion Financing to Increase -------- 4:15 PM - 5:30 PM Community Columbia 6 Generations Bilingual and in the Affordable Density and Housing Criminal Justice Investments -------- Columbia 3 Bicultural Services Housing Sector Affordability Reform & Innovative throughout the US CDFI Business for Inclusion Lincoln West Jefferson West Lending with R3 Lincoln East Model Sustainability Kalorama Score -------- in Uncertain Columbia 4 Observations on Economic Times the Future of CRA: Georgetown Here’s What We Are Watching Holmead 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

JPMORGAN BANK OF BANK OF TRACK SPONSOR WELLS FARGO WELLS FARGO CHASE AMERICA AMERICA Healthy & Mortgage, Commercial Affordable Capitalization & Lending & Rural Small Business Real Estate & Communications Resilient Consumer & Native CDFIs Strategy Housing Fundraising Operations Communities & Microfinance Community Facilities Communities Financial Inclusion 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 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; 11:15 AM - 12:15 PM 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

JPMORGAN BANK OF BANK OF TRACK SPONSOR WELLS FARGO WELLS FARGO CHASE AMERICA AMERICA Healthy & Mortgage, Commercial Affordable Capitalization & Lending & Rural Small Business Real Estate & Communications Resilient Consumer & Native CDFIs Strategy Housing Fundraising Operations Communities & Microfinance Community Facilities Communities Financial Inclusion Collaborating for Increased Impact: Teamwork Makes the Dream Work CDFIs Partnering Columbia 11-12 with Health Systems -------- and Payors Optimizing Pipeline Turning Ideas into It’s Accrual World: Columbia 3-4 Why Make Poverty Pushing the Management in Action: Racial Equity Lessons from New Deep Dive into -------- Tolerable When The Digital Divide Boundary of Impact Pursuit of Racial and in Charter School Financial Accounting 2:30 PM - 3:45 PM NMTC Financing Future State: We Can Make It and Rural Innovation in Small Business Social Equity Lending Standards Board Fairchild Defining, Measuring Escapable? Georgetown Capital Holmead Monroe Guidance and Financing Columbia 6 Lincoln West -------- Lincoln East Holistic Resilience Measuring the Social Kalorama 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

JPMORGAN BANK OF BANK OF TRACK SPONSOR WELLS FARGO WELLS FARGO CHASE AMERICA AMERICA Healthy & Mortgage, Commercial Affordable Capitalization & Lending & Rural Small Business Real Estate & Communications Resilient Consumer & Native CDFIs Strategy Housing Fundraising Operations Communities & Microfinance Community Facilities Communities Financial Inclusion Investment in Creative Placemaking: What’s What’s Your Shifting Landscapes: the Hold Up? Differentiator? How CDFIs Navigate Catalyzing The New, Improved Columbia 8 What’s Your Story? Three Proven Democratizing Leveraging Capital Changing Markets Institutional and HRSA Health Center -------- How to Discover It, Strategies for Scaling Finance: Where Have to Grow Good Jobs: Holmead 4:15 PM - 5:30 PM Retail Investment Facility Loan Stay Relevant to Communicate It, and CDFI Impact We Come? an Inside Look -------- in CDFIs Guarantee Program Impact Investors: Is Be Heard! Lincoln East Columbia 3-4 Columbia 6 Improve Your CDFI's Lincoln East Georgetown Your CDFI Impact Columbia 11-12 Customer Hit Rate! Story in Language Kalorama Investors Understand? Monroe 5:30 PM - 7:00 PM Congressional Advocacy: Capitol Hill Reception and Congressional Champion Awards