The Federal Reserve Bank of San Francisco

Archive of Event Handouts and Materials

The Community Development department of the Federal Reserve Bank of San Francisco sponsors and develops workshops and conferences on community development issues throughout the year. The archive below contains handouts, links, and reference materials from these events. Be sure to check back frequently as new meetings are added to the archive.

Showcasing Solutions:  Strengthening Alaska’s Entrepreneurship and Innovation
Thursday, October 29
Anchorage, AK
Join other stakeholders involved in promoting small business development in this unique forum to create a vision for enhancing entrepreneurship and innovation in Alaska.

Utah CRA Bankers RoundtableUtah CRA Bankers Roundtable
Wednesday, October 28
Salt Lake City, UT
“The Economy – What’s going on now?” – An update on the economy with a special emphasis on the impact the recent turmoil has had on the small business community.
Ray Squitieri, OCC Senior Economic Adviser, Global Banking & Financial Analysis

A panel of CDFI’s, micro and small business lenders, and the SBA to discuss:
• The importance of entrepreneurship to the economy
• The state of the small business community in Arizona
• The challenges of small businesses and small business lenders
• SBA programs designed to support small business

The Rural Housing Summit 2009The Rural Housing Summit 2009
October 26-27
Pacific Grove, CA
The Rural Housing Summit brings together housing professionals and advocates to examine key policy and program issues and develop a strategic action plan to improve the living conditions of low-income and Rural Californians during the upcoming year and beyond.

Nevada CRA Bankers RoundtableNevada CRA Bankers Roundtable
Wednesday, October 22
Las Vegas, NV
“The Economy – What’s going on now?” – An update on the economy with a special emphasis on the impact the recent turmoil has had on the small business community.
Ray Squitieri, OCC Senior Economic Adviser, Global Banking & Financial Analysis

A panel of CDFI’s, micro and small business lenders, and the SBA to discuss:
• The importance of entrepreneurship to the economy
• The state of the small business community in Arizona
• The challenges of small businesses and small business lenders
• SBA programs designed to support small busines

Arizona CRA Bankers RoundtableArizona CRA Bankers Roundtable
Wednesday, October 21
Phoenix, AZ
“The Economy – What’s going on now?” – An update on the economy with a special emphasis on the impact the recent turmoil has had on the small business community.
Ray Squitieri, OCC Senior Economic Adviser, Global Banking & Financial Analysis

A panel of CDFI’s, micro and small business lenders, and the SBA to discuss:
• The importance of entrepreneurship to the economy
• The state of the small business community in Arizona
• The challenges of small businesses and small business lenders
• SBA programs designed to support small busines

Making Home Affordable Program Consumer Awareness and Education Forum Making Home Affordable Program Consumer Awareness and Education Forum
Saturday, October 17
Reno, NV
The recently-announced Making Home Affordable ProgramSM is helping many homeowners in distress. This free event will explain the Making Home Affordable ProgramSM. If you are eligible under the program, the event will help you prepare to discuss your options with your mortgage company. You will receive free information about the various options that may be available to you on how to work with your mortgage lender/servicer.

Community Development Forum: Investing in Turbulent Times!Community Development Forum: Investing in Turbulent Times!
October 14
Federal Reserve Bank of San Francisco – Los Angeles Branch
The forum is designed to reach all who are interested in the subject of community development investments; from the senior level banker to investment or finance staff, the seasoned CRA officer and, as well, CRA staff new to it all!

Nonprofit Leadership TrainingNonprofit Leadership Training
October 7, 2009
Las Vegas, NV
This class is designed to discuss the issues related to the development of a Leadership and Succession Plan for nonprofit organizations.  By attending this hands-on class, you can expect to learn best practices for:

  • Better communication within your organization and out in the community
  • Strategies for cultivating leadership both within and outside your organization
  • How to develop an on-going succession plan for key staff and board members
  • How to establish more effective interactions between those in key leadership position

Idaho Financial Literacy Coalition (Jump$tart)Idaho Financial Literacy Coalition (Jump$tart)
Inaugural Regional Committee Meeting
Tuesday, October 1
Moscow, ID
City mayors will introduce the meeting regarding the importance of uniting businesses, nonprofits, governments, and educators to build a financially literate citizenry. Attendees will learn what personal financial education resources are already available in their communities and how they can work together with the statewide coalition to improve and increase financial education in their region. Coalition programs include:

•
 Trainings sessions for high school teacher of the new Mathematics of Personal Finance course
•
 Annual conferences for the public on household finances
•
 Speakers bureau
Financial literacy month activities

CRA Investment Opportunities Using Low-Income HousingCRA Investment Opportunities Using Low-Income Housing
September 30
Los Angeles, CA
Please join us for an informative presentation on the many reasons for investing in Low Income Housing Tax Credits in the current environment.

Bank on Eastern Idaho InitiativeBank on Eastern Idaho Initiative
September 3
Idaho Falls, Idaho
Banks, Credit Unions, Non-profits and other organizations are invited to participate in a discussion that will develop the “Bank on Eastern Idaho” initiative.

Making Home Affordable Program Consumer Awareness and Education ForumMaking Home Affordable Program Consumer Awareness and Education Forum
Saturday, August 22
Tucson, Arizona
The recently-announced Making Home Affordable ProgramSM is helping many homeowners in distress.  This free event will explain the Making Home Affordable ProgramSM.  If you are eligible under the program, the event will help you prepare to discuss your options with your mortgage company.  You will receive free information about the various options that may be available to you on how to work with your mortgage lender/servicer.

Sustaining Homeownership – Loss Mitigation & Making Home Affordable WorkshopSustaining Homeownership – Loss Mitigation & Making Home Affordable Workshop
Merced: August 19, 2009
Fresno:  August 20, 2009
Bakersfield:  August 21, 2009
This training is for community based organizations, financial institutions and other agencies that work with or provide resources to families facing foreclosure on a regular basis, not for people facing foreclosure.

Rural Nevada Affordable Housing ForumRural Nevada Affordable Housing Forum
Fernley, NV
Tuesday, August 4
We all know that there are challenges in today’s housing market, but purchasing a home today may be more obtainable than in recent years for many people.  Sometimes a slight drop in the monthly house payment is all the family needs to qualify to purchase their first home.  Please join with other realtors, lenders, government agencies, civic officials, and nonprofit housing organizations at this unique forum to learn about the programs and opportunities available today for homeownership in Rural Nevada.

Community Development Vision into RealityCommunity Development Vision into Reality
October 16
July 30
Fresno, California
Community Development Vision into Reality is a four-part series of workshops designed to increase the knowledge of attendees about community development resources and promote partnerships that will result in tangible projects that expand opportunities for low- and moderate-income residents of the Valley and beyond. The first session in the series, Discovering Assets and Developing a Vision, will allow participants to learn about tools for identifying community assets and hear about strategies for transforming a vision into successful projects that leverage local resources to bring about community revitalization.

Spokane Community Development Roundtable: Making Affordable Housing a Reality in SpokaneSpokane Community Development Roundtable: Making Affordable Housing a Reality in Spokane
July 10
Spokane, Washington
Join other lenders, nonprofit organizations, city/county officials, realtors, and others to learn how to make affordable housing a reality in Spokane. Learn how partnerships to plan and develop affordable housing are more important than ever.

Farmworker Housing Asset and Property Management ConferenceFarmworker Housing Asset and Property Management Conference 
Thursday-Friday, June 25-26
Redmond, Oregon
Join other growers, nonprofit organizations, lenders, government agencies, and civic officials, at this unique conference to promote farmworker housing.

Washington CRA RoundtableWashington CRA Roundtable
June 19
Seattle, Washington
Join other CRA officers to learn about the Neighborhood Stabilization Program and the opportunity it brings to financial institutions. Also, explore how tax credit investments can benefit your bank.

2009 Community Development Policy Summit2009 Community Development Policy Summit
Sponsored by the Federal Reserve Bank of Cleveland
June 10-11
Cleveland, Ohio
This year’s summit provides a timely, meaningful opportunity to share knowledge and help formu­late industry positions that will impact low- and moderate-income communities for years to come. Critical questions that will be addressed include:

  • How should the CRA legislation be modified – or even replaced – to encour­age community reinvestment over the next 30 years?
  • What other vehicles besides homeownership make sense for accumulating wealth among LMI individuals and families?
  • What are some workable policy solutions for regions of the country especially hard hit by job loss, population decline, and foreclosure?

To learn more about the conference and reserve your spot, go to: www.clevelandfed.org/2009policysummit.

Affordable Housing SymposiumAffordable Housing Symposium
June 3
Tumon, Guam
Join us at this conference to deepen your knowledge of Guam's affordable housing needs today and in the future. Help create a plan that considers community impacts while serving the needs brought by the military buildup and its ripple effect throughout the region.

Local Housing Trust Fund WorkshopLocal Housing Trust Fund Workshop
June 3
Fresno, CA
The purpose of this workshop is to provide a comprehensive clinic on developing a successful local housing trust fund.  Expert panelists will provide information on the ins and outs of creating flexible funding sources and discuss the process and challenges for the creation of affordable housing in our communities.

Inclusive Economic Recovery: A Policy Briefing SeriesInclusive Economic Recovery: A Policy Briefing Series
Presented by the Federal Reserve Bank of San Francisco
This series aim to bring together a wide range of community and economic development stakeholders to discuss ways to ensure that opportunities for both low-income communities and the agencies that serve them expand in tandem with broader economic recovery efforts.

Oregon Homeownership ForumsOregon Homeownership Forums
Everyone deserves access to homeownership, and focusing on first-time homebuyers is a great source of business for lenders and realtors. Sometimes a slight drop in the monthly house payment is all an individual needs to qualify to purchase their first home.

Spring 2009 CRA Banker’s Roundtable San Joaquin ValleySpring 2009 CRA Banker’s Roundtable San Joaquin Valley
Wednesday, May 20
Join CRA bankers and community development lenders to hear and discuss issues about economic conditions and navigating the “choppy waters” of today’s CRA compliance.

2009 Pacific Northwest Microfinance Conference2009 Pacific Northwest Microfinance Conference
May 8-9
Seattle, Washington
Join us at this conference to deepen you knowledge of the role that microfinance is playing in creating lasting solutions to poverty in the United States and abroad.

Challenges and Opportunities for Homeownership in a Changing Financial EnvironmentChallenges and Opportunities for Homeownership in a Changing Financial Environment
May 6
San Francisco, California
What is the future of mortgage lending in the wake of unprecedented foreclosures? Did strategies to close the homeownership gap for minorities and low-income borrowers work to the detriment of the individuals and communities they were supposed to help? At the same time, are we moving toward a lending environment that disadvantages the communities and borrowers that have been most severely impacted by the foreclosure crisis?

Nonprofit Training: Conserving and Creating ResourcesNonprofit Training: Conserving and Creating Resources
Wednesday, April 29
This course is designed to assist nonprofits “navigate through a tough economy”.  Given today’s economic uncertainties, this course will focus on:  mitigating financial risk, enhancing expense controls, and most importantly – conserving and creating resources for your organization.

Innovative Financial Services for the Underserved: Sixth Biennial Community Affairs Research ConferenceInnovative Financial Services for the Underserved: Sixth Biennial Community Affairs Research Conference (off-site)
April 16 - 17, 2009
Renaissance Hotel
Washington, D.C.
This year's conference explores the role, processes and outcomes of innovation in financial services for low- and moderate-income populations. Leading researchers will present original and objective research that can inform innovative market and product development through a framework that moves from:

  • individual consumer preferences and behaviors to
  • influences that affect market participation such as financial education and institutional structures to
  • effects of mortgage products and wealth creation to approaches for shaping market participation.

For more information and to register, contact the Federal Reserve Bank of Kansas

Utah CRA Bankers RoundtableUtah CRA Bankers Roundtable
Wednesday, April 15, 2009

“The Economy - What’s really going on?”-  An update on the global economy and its impact on your financial institution.
           
Ray Squitieri, Financial Economist, OCC International Analysis and Banking Conditions

“The Interagency Questions and Answers”- An opportunity to discuss the updated Q&As and how they may affect your institution. 

The financial services sector is fluctuating daily.  Come join us for updates with subject experts who will share their perspectives on two topics that affect your ability to navigate the “choppy waters” of today’s CRA compliance requirements.  This session will be interactive with expanded opportunities for questions and answers.

Spokane Community Development RoundtableSpokane Community Development Roundtable
Tuesday, April 14, 2009
Participate in this free luncheon to learn about how Spokane is tackling the area's foreclosure situation. Find out how the City and County of Spokane are using Neighborhood Stabilization Program funding to acquire, rehabilitate and sell properties. Explore Impact Capital's Vibrant Communities initiative which is designed to transform distressed communities into vibrant ones.

CRA Bankers RoundtableCRA Bankers Roundtable in San Francisco
Tuesday, April 14, 2009
San Francisco, CA
The banking industry faces new challenges daily with questions arising about the housing market, access to credit, unemployment, and the result of mergers and lower profits on CRA expectations. CRA bankers and community development lenders convened to discuss issues about economic conditions and CRA compliance. Senior banking regulatory staff shared their perspectives on the global economy and recent changes to the CRA Q&A — two topics that inform your thinking about how to navigate the “choppy waters” of today’s CRA compliance requirements.

Arizona Green Energy ForumArizona Green Energy Forum
Tuesday, April 7
Phoenix, AZ
This Forum will provide important information on the recently announced economic recovery programs that will be available to accelerate deployment of energy efficient and green building technologies to millions of homes nationwide. Please join us to learn how your community may benefit from these various new programs.  Forum Sponsors are:  Arizona Department of Commerce, HUD-Phoenix, Arizona State University, Alliance for Innovation, Arizona Housing Alliance, LISC-Phoenix, and the Federal Reserve Bank of San Francisco.

Personal Finance Exposition LuncheonPersonal Financial Education Luncheon
Wednesday, April 1, 2009
Honolulu, HI
Participate in this free luncheon to learn about Hawaii's first Personal Finance Exposition which will be held at the Neal S. Blaisdell Exhibition Hall this August. The Exposition is a joint effort of the Hawaii Council on Economic Education (HCEE) and the Hawaii Event Group. Proceeds from the Exposition will go to HCEE to support economic education programs. Also, learn about Hawaii's new financial education collaborative, Hawaii Jump$tart, and how you can be involved.

Hawaii Jump$tart MeetingHawaii Jump$tart Committee Meeting
Tuesday, March 31
Honolulu, HI
 Join us at this breakfast meeting to learn about the formation of Hawaii Jump$tart and how your organization can collaborate with other members to promote financial education.

San Joaquin Valley Housing Counseling Brainstorming SessionSan Joaquin Valley Housing Counseling Brainstorming Session
Thursday, March 26
Merced, CA
Join housing counseling professionals, lenders, and other community development stakeholders to discuss solutions and strategies to help develop the capacity of Housing Counseling agencies in the San Joaquin Valley.

Nevada Rural Affordable Housing ForumNevada Rural Affordable Housing Forum
Tuesday, March 24
Winnemucca, NV
Please join with other realtors, lenders, government agencies, civic officials, and nonprofit housing organizations at this unique forum to learn about the programs and opportunities available today for homeownership in Rural Nevada.

Nevada CRA Bankers RoundtableNevada CRA Bankers Roundtable
Wednesday, March 18, 2009
Las Vegas, NV

The Economy - What’s really going on?”-  An update on the global economy and its impact on your financial institution.

Nancy Wentzler, OCC Deputy Comptroller for Global Banking and Financial Analysis

“The Interagency Questions and Answers”- An opportunity to discuss the updated Q&As and how they may affect your institution. 

The financial services sector is fluctuating daily.  Come join us for updates with subject experts who will share their perspectives on two topics that affect your ability to navigate the “choppy waters” of today’s CRA compliance requirements. This session will be interactive with expanded opportunities for questions and answers.

Spring 2009 CRA Roundtable in Los AngelesSpring 2009 CRA Roundtable in Los Angeles
Tuesday, March 17, 2009
Los Angeles, CA
The subject of the Spring CRA Roundtable in Los Angeles this year is the newly released Interagency Questions and Answers regarding enforcement of the Community Reinvestment Act.  The Q&As were released by the federal banking regulators to provide guidance to financial institutions and the public, and they took effect on January 6, 2009 with public comments on them welcome through March 9th.

Spring 2009 CRA Roundtable in San DiegoSpring 2009 CRA Roundtable in San Diego
Monday, March 16, 2009
San Diego, CA
The subject of the Spring CRA Roundtable in San Diego this year is the newly released Interagency Questions and Answers regarding enforcement of the Community Reinvestment Act.  The Q&As were released by the federal banking regulators to provide guidance to financial institutions and the public, and they took effect on January 6, 2009 with public comments on them welcome through March 9th.  A continental breakfast will be served.

Stabilizing Communities Series: Linking and Leveraging NSPStabilizing Communities Series: Linking and Leveraging NSP
Tuesday, March 10, 2009
San Francisco, CA
Join NSP grantees, lenders, and other community development stakeholders to learn about resources for leveraging and strategies for maximizing NSP grants.

Arizona CRA Bankers RoundtableArizona CRA Bankers Roundtable
Wednesday, March 4, 2009
Phoenix, AZ
The financial services sector is fluctuating daily.  Come join us for updates with subject experts who will share their perspectives on two topics that affect your ability to navigate the “choppy waters” of today’s CRA compliance requirements. This session will be interactive with expanded opportunities for questions and answers.

Acquiring REOs in Compliance with NSPStabilizing Communities Series: Acquiring REOs in Compliance
with NSP
March 3, 2009
Los Angeles, CA
The purpose of the forum was to bring REO asset managers from selected lenders and jurisdictions together with bankers and targeted nonprofit organizations to discuss the transfer of foreclosed or vacant properties under HUD’s Neighborhood Stabilization Program (NSP).

Idaho Financial Literacy Coalition (Jump$tart) Inaugural Regional Committee Meeting Idaho Financial Literacy Coalition (Jump$tart) Inaugural Regional Committee Meeting
Tuesday, March 3, 2009
Twin Falls, ID		 Wednesday, March 4, 2009
Nampa, ID
City mayors will introduce the meeting regarding the importance of uniting businesses, nonprofits, governments, and educators to build a financially literate citizenry. Attendees will learn what personal financial education resources are already available in their communities and how they can work together with the statewide coalition to improve and increase financial education in their region. Coalition programs include:

  • Trainings sessions for high school teacher of the new Mathematics of Personal Finance course
  • Annual conferences for the public on household finances
  • Speakers bureau
  • Financial literacy month activities

Stabilizing Communities Series: Pricing and Structuring REO Acquisitions Stabilizing Communities Series: Acquiring REOs in Compliance
with NSP
Tuesday, February 3, 2009
San Francisco, CA		 Wednesday, February 4, 2009
Fresno, CA
Representatives from the major servicers will discuss their procedures for discounting and selling properties to NSP jurisdictions. Attendees will learn how to find properties that are available for sale and which servicers may have the largest inventory of properties available in their target areas. A speaker from the National Community Stabilization Trust will present details of this partnership and explain how it can benefit NSP communities. This forum provides a significant opportunity for peer exchange and collective learning that is certain to result in a more successful fulfillment of local community stabilization objectives.

Alliance for Economic InclusionAlliance for Economic Inclusion
Bankers’ Briefing Event: Asset Building Specialist Certification
January 29, 2009
Los Angeles, CA
The Federal Reserve Bank hosted a briefing about the Los Angeles Asset Building Specialist Training (ABST) initiative to potential funders and community-based groups.  The event conveyed the need for the development of this curriculum designed to enhance the outcomes of community-based asset building counseling.

North Idaho Housing Coalition MeetingNorth Idaho Housing Coalition Meeting
Friday, January 9, 2009
Join other housing developers, lenders, nonprofit organizations, civic officials, and government agencies, at this roundtable to discuss how we can promote affordable workforce housing in North Idaho. The Roundtable is free and includes a breakfast sponsored by the Federal Reserve Bank of San Francisco. Register today!

Washington CRA RoundtableWashington CRA Roundtable: New Year, New Strategies: Managing a CRA Program in an Uncertain Environment
Thursday, January 8, 2009
Join other CRA and Compliance Officers at this Roundtable to discuss how to manage your bank's CRA program in this time of uncertainty. Also, learn about how you bank can participate in the development of a new community development credit union, and take advantage of multiple CRA opportunities.

Oregon CRA RoundtableOregon CRA Roundtable: New Year, New Strategies: Managing a CRA Program in an Uncertain Environment
Tuesday, January 6, 2009
Join other CRA and Compliance Officers at this Roundtable to discuss how to manage your bank's CRA program in this time of uncertainty. The Roundtable is free and includes a lunch sponsored by the Federal Reserve Bank of San Francisco. Register today!

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