LRichter at ncif.org
04-09-2004, 06:54 PM
Dear Development Finance Colleagues:
*
NCIF is delighted to invite all of you to its Annual Network Conference in Los Angeles, May 18-19, 2004.* This event is the largest we know of to pull together development bankers and credit union managers from institutions across the U.S.* Presenters include senior executives from development banking institutions around the country, as well as institutional investors, funders, regulators and other community development practitioners whose participation is critical to all of our work.* The three Conference tracks of Capitalization, Operations and Retail Financial Services bring you and your team practical resources and techniques for enhancing financial and development performance.
*
We are pleased to present the agenda below, and encourage you to email us now at info@ncif.org (info@ncif.org) to reserve your Early Bird Registration Rate.* We will email you shortly to let you know when NCIF’s website (in the final stages of an upgrade) can take your complete online registration.
*
We also urge you to call or go online to the Millennium Biltmore Los Angeles Hotel’s website to reserve the NCIF rate of $106 available through April 19.* All the information you need is below.* Subject to availability, the Biltmore is offering this rate beginning on Saturday, May 15 through Saturday, May 22.* So do come early or stay late for some R&R in Los Angeles!
*
We very much look forward to seeing you in Los Angeles.* As always, feel free to contact us by email or phone at 312-881-5851 if you have questions.
*
Very truly yours,
*
Lisa Richter and the NCIF Team
Fund Advisor
National Community Investment Fund
312-881-5851
*
* cid:image001.gif@01c41e4f.0571cbd0 NATIONAL COMMUNITY INVESTMENT FUND a certified CDFI and CDE reinvesting in community- and minority-owned financial institutions with a community development focus
*
*
info@ncif.org (info@ncif.org) | 312-881-5851 phone | 312-881-5801 fax
2230 S. Michigan Avenue | Chicago, IL* 60616
*
NCIF 2004 Annual Network Conference Agenda
*
*
Millennium Biltmore Hotel - 506 S. Grand Avenue, Los Angeles, CA* 90071
May 18 – 19, 2004
*
*
NCIF’s Annual Network Conference brings together senior executives of the nation’s leading community development banking institutions (CDBIs), CDBI investors, funders, regulators, and other community partners.*
*
Three Conference tracks of Capitalization, Operations and Retail Financial Services update participants on CDFI Fund, New Markets Tax Credit and private sector capital resources and offer a wealth of perspectives on maximizing development impact and financial performance.**
*
Online Registration will be available in a few days, and the Early Bird Registration Rate of $425 will be available through April 26, 2004.* To reserve your Early Bird Registration Rate now, please email us at info@ncif.org (info@ncif.org).*** We will hold your early registration rate and send an email alerting you when complete online registration is available.
*
We urge you to also call or click to the Millennium Biltmore Hotel Los Angeles for their $106 rate guaranteed for NCIF Conference participants through April 19, 2004.* To secure this rate, call 1-800-245-8673 or register at www.millenniumhotels.com (http://www.millenniumhotels.com/).
*
The NCIF Conference Agenda appears below.* If you have questions or need additional information, please feel free to contact us at 312-881-5851.* We look forward to seeing you in Los Angeles!
* cid:image001.gif@01c41e4f.0571cbd0 NATIONAL COMMUNITY INVESTMENT FUND a certified CDFI and CDE reinvesting in community- and minority-owned financial institutions with a community development focus
*
*
info@ncif.org (info@ncif.org) | 312-881-5851 phone | 312-881-5801 fax
2230 S. Michigan Avenue | Chicago, IL* 60616
*
NCIF 2004 Annual Network Conference Agenda
Millennium Biltmore Hotel - 506 S. Grand Avenue, Los Angeles, CA* 90071
May 18 – 19, 2004
Day 1: Tuesday, May 18, 2004
Time
Track
Title
7:30-8:45
*
Registration and Continental Breakfast
*
8:45-9:15
General
Welcome and Community Development Banking Institution Sector (CDBI) Overview
*
9:15-10:45
Capitalization
Capitalization Methods
A comparative overview of capitalization strategies used by CDBIs in recent years, including CDFI Fund and New Market Tax Credit resources, Trust Preferred Securities, other debt, IPOs, deposits, FHLB borrowings, secondary markets and credit union secondary capital.
*
10:45-11:00
*
Break
*
11:00-12:00
Capitalization
Impact Reporting and Branding Development Banking******************************************* ******************* The ability of CDBIs to raise capital and other funding depends increasingly upon their ability to report development impact.* This panel will review how institutions can most efficiently meet this challenge, and how they can most effectively leverage their data to create a distinctive CDBI brand.
*
12:00-1:45
Capitalization
Lunch: Creating an Asset Class of Development Oriented Investments
Institutional investors allocate percentages of assets under management to asset classes that can be easily priced and traded.* This session examines how CDBIs can establish necessary yield, liquidity and impact expectations on their investments for pricing and trading as an asset class.
*
1:45-2:00
*
Break
*
2:00-5:00
Credit Union
Credit Union Small Business Lending and the New Markets Tax Credit********************************* This is a Nuts & Bolts session for credit unions interested in developing small business lending services and using the New Markets Tax Credit.
*
2:00-3:30
Capitalization
Juggling Capitalization Strategy with Development Mission in Publicly Traded Community Banks********************************************* ***********************************
CEOs of three CDBIs that have used public stock offerings to increase capital will discuss the balancing act of a broad shareholder base and focused development mission.
*
3:30-3:45
*
Break
*
3:45-5:00
Capitalization
Valuation and Liquidity for Community Development Banking Institutions
Institutional investors have historically limited CDBI sector investing due to uncertainty of financial return and principal repayment.* Using a CDBI case study, private equity fund and asset managers will present an approach to valuing CDBIs and managing valuation for shareholder liquidity.
*
5:30-7:30
*
Reception
*
Day 2: Wednesday, May 19, 2004
Time
Track
Title
7:00 – 9:00
*
Continental Breakfast
8:00 – 9:00
General
NCIF New Markets Tax Credit and Bank Fund Discussion**************************************** ********** *****NCIF invites conference participants to an informal breakfast discussion of new capital initiatives and resources.
*
9:00 - 10:30
Retail Financial Services (RFS) Plenary
New Paths to Retail Profitability************************************* **** ************************************************** ************The demographics of retail customers for community banks are changing, and potential new customers often have needs that are different than those of current customers.* Technology improvements can open the door to new kinds of profitable relationships.* Whether with stored value cards, innovative emergency loan alternatives, using the Earned Income Tax Credit to encourage savings and banking relationships, or partnerships with non-bank institutions including check cashers, opportunities exist to profitably serve the immediate and longer-term wealth-building of an entirely new group of customers.
*
10:30-10:45
*
Break
*
10:45-12:00
RFS
Financial Services and Education in the Workplace
The workplace can efficiently bring together three parties — worker, employer, and financial institution — that share interests in improving the financial status of the worker.* For financial services firms, the workplace represents an already heavily automated access point for reaching large pools of underserved consumers.* For workers, an employer partnership with a depository provides an opportunity to receive earnings quickly and safely, while accessing structured, automated savings mechanisms that make asset building more likely.* For employers, such a partnership provides an opportunity not only to reduce payroll costs, but also to enhance worker productivity and retention.* This panel will explore the possibilities from the perspectives of various stakeholders.
*
10:45-12:00
Operations
Risk Management
This session will provide a framework for looking at risk management across risk classes—market, credit and operational—and will look more closely at interest rate and credit risk for CDBIs.* In an environment where interest rates are at 40 year lows, CDBIs may be exposed to interest rate and credit risk with a substantial increase in rates.** The session will provide a view of the markets and some approaches that risk managers are using to be prepared for an eventual increase in interest rates.**
*
12:00-1:45
RFS
Lunch.** FDIC presentation on Partnership Opportunities between Special Purpose Banks and Development Banks
*
1:45-2:00
*
Break
*
2:00-3:30
RFS
Stored Value Cards
Stored value cards represent a product depositories can offer to customers with no credit and banking history or a potentially blemished history.* Available card structures represent a spectrum of customer features and provider costs.* This session will examine the features of cards that can reinforce a customer’s movement on a wealth building path, while being cost-effective for depositories to offer.
*
2:00-3:30
Operations
Branching Strategy and Distribution System
Three CEOs discuss their institutions’ balancing of the needs to establish local presence, meet customer demand and meet institutional earnings targets.
*
3:30-3:45
*
Break
*
3:45-5:00
RFS
Partnerships to Expand Service in Untapped Markets**************************** ******************************************A discussion of partnerships and shared branch locations that are working: the hurdles, the rewards.
*
3:45-5:00
Operations
Moving Forward in De Novos, Turnarounds and Mergers
This session examines how CDBIs can navigate the challenging situations of start-up, turnaround and merger, given underlying challenges in low to moderate income markets.
*
5:00
*
Adjourn
*
*
*
This post transferred from the cdb-l mailing list
*
NCIF is delighted to invite all of you to its Annual Network Conference in Los Angeles, May 18-19, 2004.* This event is the largest we know of to pull together development bankers and credit union managers from institutions across the U.S.* Presenters include senior executives from development banking institutions around the country, as well as institutional investors, funders, regulators and other community development practitioners whose participation is critical to all of our work.* The three Conference tracks of Capitalization, Operations and Retail Financial Services bring you and your team practical resources and techniques for enhancing financial and development performance.
*
We are pleased to present the agenda below, and encourage you to email us now at info@ncif.org (info@ncif.org) to reserve your Early Bird Registration Rate.* We will email you shortly to let you know when NCIF’s website (in the final stages of an upgrade) can take your complete online registration.
*
We also urge you to call or go online to the Millennium Biltmore Los Angeles Hotel’s website to reserve the NCIF rate of $106 available through April 19.* All the information you need is below.* Subject to availability, the Biltmore is offering this rate beginning on Saturday, May 15 through Saturday, May 22.* So do come early or stay late for some R&R in Los Angeles!
*
We very much look forward to seeing you in Los Angeles.* As always, feel free to contact us by email or phone at 312-881-5851 if you have questions.
*
Very truly yours,
*
Lisa Richter and the NCIF Team
Fund Advisor
National Community Investment Fund
312-881-5851
*
* cid:image001.gif@01c41e4f.0571cbd0 NATIONAL COMMUNITY INVESTMENT FUND a certified CDFI and CDE reinvesting in community- and minority-owned financial institutions with a community development focus
*
*
info@ncif.org (info@ncif.org) | 312-881-5851 phone | 312-881-5801 fax
2230 S. Michigan Avenue | Chicago, IL* 60616
*
NCIF 2004 Annual Network Conference Agenda
*
*
Millennium Biltmore Hotel - 506 S. Grand Avenue, Los Angeles, CA* 90071
May 18 – 19, 2004
*
*
NCIF’s Annual Network Conference brings together senior executives of the nation’s leading community development banking institutions (CDBIs), CDBI investors, funders, regulators, and other community partners.*
*
Three Conference tracks of Capitalization, Operations and Retail Financial Services update participants on CDFI Fund, New Markets Tax Credit and private sector capital resources and offer a wealth of perspectives on maximizing development impact and financial performance.**
*
Online Registration will be available in a few days, and the Early Bird Registration Rate of $425 will be available through April 26, 2004.* To reserve your Early Bird Registration Rate now, please email us at info@ncif.org (info@ncif.org).*** We will hold your early registration rate and send an email alerting you when complete online registration is available.
*
We urge you to also call or click to the Millennium Biltmore Hotel Los Angeles for their $106 rate guaranteed for NCIF Conference participants through April 19, 2004.* To secure this rate, call 1-800-245-8673 or register at www.millenniumhotels.com (http://www.millenniumhotels.com/).
*
The NCIF Conference Agenda appears below.* If you have questions or need additional information, please feel free to contact us at 312-881-5851.* We look forward to seeing you in Los Angeles!
* cid:image001.gif@01c41e4f.0571cbd0 NATIONAL COMMUNITY INVESTMENT FUND a certified CDFI and CDE reinvesting in community- and minority-owned financial institutions with a community development focus
*
*
info@ncif.org (info@ncif.org) | 312-881-5851 phone | 312-881-5801 fax
2230 S. Michigan Avenue | Chicago, IL* 60616
*
NCIF 2004 Annual Network Conference Agenda
Millennium Biltmore Hotel - 506 S. Grand Avenue, Los Angeles, CA* 90071
May 18 – 19, 2004
Day 1: Tuesday, May 18, 2004
Time
Track
Title
7:30-8:45
*
Registration and Continental Breakfast
*
8:45-9:15
General
Welcome and Community Development Banking Institution Sector (CDBI) Overview
*
9:15-10:45
Capitalization
Capitalization Methods
A comparative overview of capitalization strategies used by CDBIs in recent years, including CDFI Fund and New Market Tax Credit resources, Trust Preferred Securities, other debt, IPOs, deposits, FHLB borrowings, secondary markets and credit union secondary capital.
*
10:45-11:00
*
Break
*
11:00-12:00
Capitalization
Impact Reporting and Branding Development Banking******************************************* ******************* The ability of CDBIs to raise capital and other funding depends increasingly upon their ability to report development impact.* This panel will review how institutions can most efficiently meet this challenge, and how they can most effectively leverage their data to create a distinctive CDBI brand.
*
12:00-1:45
Capitalization
Lunch: Creating an Asset Class of Development Oriented Investments
Institutional investors allocate percentages of assets under management to asset classes that can be easily priced and traded.* This session examines how CDBIs can establish necessary yield, liquidity and impact expectations on their investments for pricing and trading as an asset class.
*
1:45-2:00
*
Break
*
2:00-5:00
Credit Union
Credit Union Small Business Lending and the New Markets Tax Credit********************************* This is a Nuts & Bolts session for credit unions interested in developing small business lending services and using the New Markets Tax Credit.
*
2:00-3:30
Capitalization
Juggling Capitalization Strategy with Development Mission in Publicly Traded Community Banks********************************************* ***********************************
CEOs of three CDBIs that have used public stock offerings to increase capital will discuss the balancing act of a broad shareholder base and focused development mission.
*
3:30-3:45
*
Break
*
3:45-5:00
Capitalization
Valuation and Liquidity for Community Development Banking Institutions
Institutional investors have historically limited CDBI sector investing due to uncertainty of financial return and principal repayment.* Using a CDBI case study, private equity fund and asset managers will present an approach to valuing CDBIs and managing valuation for shareholder liquidity.
*
5:30-7:30
*
Reception
*
Day 2: Wednesday, May 19, 2004
Time
Track
Title
7:00 – 9:00
*
Continental Breakfast
8:00 – 9:00
General
NCIF New Markets Tax Credit and Bank Fund Discussion**************************************** ********** *****NCIF invites conference participants to an informal breakfast discussion of new capital initiatives and resources.
*
9:00 - 10:30
Retail Financial Services (RFS) Plenary
New Paths to Retail Profitability************************************* **** ************************************************** ************The demographics of retail customers for community banks are changing, and potential new customers often have needs that are different than those of current customers.* Technology improvements can open the door to new kinds of profitable relationships.* Whether with stored value cards, innovative emergency loan alternatives, using the Earned Income Tax Credit to encourage savings and banking relationships, or partnerships with non-bank institutions including check cashers, opportunities exist to profitably serve the immediate and longer-term wealth-building of an entirely new group of customers.
*
10:30-10:45
*
Break
*
10:45-12:00
RFS
Financial Services and Education in the Workplace
The workplace can efficiently bring together three parties — worker, employer, and financial institution — that share interests in improving the financial status of the worker.* For financial services firms, the workplace represents an already heavily automated access point for reaching large pools of underserved consumers.* For workers, an employer partnership with a depository provides an opportunity to receive earnings quickly and safely, while accessing structured, automated savings mechanisms that make asset building more likely.* For employers, such a partnership provides an opportunity not only to reduce payroll costs, but also to enhance worker productivity and retention.* This panel will explore the possibilities from the perspectives of various stakeholders.
*
10:45-12:00
Operations
Risk Management
This session will provide a framework for looking at risk management across risk classes—market, credit and operational—and will look more closely at interest rate and credit risk for CDBIs.* In an environment where interest rates are at 40 year lows, CDBIs may be exposed to interest rate and credit risk with a substantial increase in rates.** The session will provide a view of the markets and some approaches that risk managers are using to be prepared for an eventual increase in interest rates.**
*
12:00-1:45
RFS
Lunch.** FDIC presentation on Partnership Opportunities between Special Purpose Banks and Development Banks
*
1:45-2:00
*
Break
*
2:00-3:30
RFS
Stored Value Cards
Stored value cards represent a product depositories can offer to customers with no credit and banking history or a potentially blemished history.* Available card structures represent a spectrum of customer features and provider costs.* This session will examine the features of cards that can reinforce a customer’s movement on a wealth building path, while being cost-effective for depositories to offer.
*
2:00-3:30
Operations
Branching Strategy and Distribution System
Three CEOs discuss their institutions’ balancing of the needs to establish local presence, meet customer demand and meet institutional earnings targets.
*
3:30-3:45
*
Break
*
3:45-5:00
RFS
Partnerships to Expand Service in Untapped Markets**************************** ******************************************A discussion of partnerships and shared branch locations that are working: the hurdles, the rewards.
*
3:45-5:00
Operations
Moving Forward in De Novos, Turnarounds and Mergers
This session examines how CDBIs can navigate the challenging situations of start-up, turnaround and merger, given underlying challenges in low to moderate income markets.
*
5:00
*
Adjourn
*
*
*
This post transferred from the cdb-l mailing list