Banking and the Economy: A Forum for Minorities in Banking

September 27 - 28, 2018

This forum is designed to provide senior level or high potential middle management minority bank leaders with industry, leadership and professional development knowledge that will enhance their careers and networks.


About this event

The Federal Reserve System will host the third annual Banking and the Economy: A Forum for Minorities in Banking in Charlotte, NC. The Forum is designed to provide senior level or high potential middle management minority bank leaders with industry, leadership and professional development knowledge that will enhance their careers and networks.

Event topics will include:

  • Leadership discussion
  • Economic update
  • Community banking regulations
  • Activating c-suite talents
  • Fintech
  • Diversity and inclusion strategies
  • Panel discussion with top leaders in America

Audience

Who should attend?

Senior level or high potential middle management minority bank leaders interested in industry, leadership and professional development.

Event details

Date Time Location
September 27, 2018 8 a.m. - 6 p.m. Federal Reserve Bank of Richmond, Charlotte Branch
September 28, 2018 8 a.m. - 1 p.m. Federal Reserve Bank of Richmond, Charlotte Branch

Registration

Register to attend this event

Early bird registration: May 1 - June 30 - $200

Regular registration: July 1 - September 15 - $250

Hotel Information

Charlotte Marriott City Center

100 W Trade Street
Charlotte, NC 28202
Phone: (704) 333-9000

Room Rate: $209 + charges and taxes. Reservation cut-off date is September 3, 2018.

Making Reservations Online

Book your group rate for Federal Reserve Bank

*Quick Tip* If you receive a notification that the group rates are unavailable through the link, try modifying your dates since one or more days may be sold out within the group. You can also call Central Reservations (1-800-359-3204) to check availability.

Making Reservations by Phone

  1. Dial 1-800-359-3204 toll free. Specify the Federal Reserve Bank Room Block.
  2. Please provide your arrival date and type of accommodations that you are requesting.
  3. Have a credit card available to hold the room.
  4. Please make your reservations before September 3, 2018.
  5. Check-in time is after 3:00 p.m. and check-out time is 12:00 p.m.

Hotel Parking

The hotel offers hourly and daily rate valet services.

Should the Marriott City Center hotel block for the conference be full, you may still reserve a room there at the regular rate. Below are other hotel options in close proximity to the Federal Reserve Bank:

Hyatt House (Across the street from the Bank)
435 East Trade Street
Charlotte, NC 28202 
(704) 373-9700 

Hyatt Place (Behind the Bank)
222 South Caldwell Street
Charlotte, NC 28202
(704) 227-0500

Embassy Suites
401 East Martin Luther King Jr. Blvd
Charlotte, NC 28202
(704) 940-2517

Omni
132 East Trade Street
Charlotte, NC 28202
(704) 377-0400

Hampton Inn
530 East Martin Luther King Jr. Blvd
Charlotte, NC 28202

Hilton Charlotte Center City
222 East Third Street
Charlotte, NC 28202
(704) 377-1500

Hilton Garden Inn
508 East Martin Luther King Jr. Blvd
Charlotte, NC 28202
(704) 347-5972



Registration Deadline: September 15, 2018
Cost: $250

CPE Credits

By attending the 2018 Banking and the Economy: A Forum for Minorities in Banking, you can earn 9.0 CPE credits for which no prerequisite is required.

Field of Study: Specialized Knowledge and Applications
Program Level: Update
Delivery Method: Group Live
Learning Objective: To provide minority bank leaders with industry, leadership and professional development knowledge that will enhance their careers and networks.

For information regarding administrative policies, such as complaints and program cancellations, please contact Lisa Aquino at 816.881.2491.

The Federal Reserve Bank of Kansas City is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Contact Information

Chantell Garrett
Senior Stakeholder Engagement Advisor
(816) 881-2590

Banking and the Economy: A Forum for Minorities in Banking

September 27
  • 8 - 8:30 a.m. Registration, Breakfast & Networking
  • 8:30 - 9 a.m. Welcome and Opening Remarks

     

    Becky C. Bareford
    First Vice President and Chief Operating Officer
    Federal Reserve Bank of Richmond

  • 9 - 10 a.m. General Session 1: Overview of Banking and the Economy

    Using the decade since the Financial Crisis as the foundation, Lisa White and Matthew Martin will discuss market resiliency, recovered labor markets and banking statistics. They will also discuss the recently passed legislation, economic growth, the Regulatory Relief and Consumer Protection Act, along with emerging non-financial risks that financial institutions should consider. 

      

    Matthew Martin
    Senior Vice President and Regional Executive
    Federal Reserve Bank of Richmond, Charlotte Branch

     

    Lisa White
    Executive Vice President, Supervision, Regulation and Credit
    Federal Reserve Bank of Richmond

  • 10 - 10:15 a.m. Break
  • 10:15 - 11:15 a.m. Morning Concurrent Sessions

    Activating Your C-Suite Talent

    Your competitive landscape is always shifting and you need a high performing leadership team that can take on challenges, keep winning customers, and take your company to the next level.

    Currently you have a team of leaders in position, but the big question is: Are they activated for success?

    In this workshop Deborah Elam defines talent activation as “taking human potential and turning it into performance”. Elam uses stories from her career to share how to unleash the FULL potential of your C-Suite talent to help face this ever changing environment and deliver for the company.

    From learning how to value nontraditional methods of leading to embracing talent that does not look or think like you, ultimately you will walk away better understanding the actions needed to elevate your C-Suite and keep winning business.

     

    Deborah Elam
    President of the Corporate Playbook
    Retired President of GE Foundation and Chief Diversity Officer, GE

    Strategies to Improve the U.S. Payments System

    Presenter will provide an update on the Federal Reserve’s efforts to foster improvements in the U.S. payment system.

     

    Terri Bradford
    Payment Specialist
    Federal Reserve Bank of Kansas City

    Fintech: Achieving Balance Between Risk and Partnership

    FinTech has the potential to foster inclusion and create access for ever larger swaths of the population, including subprime and/or credit invisible groups. Yet, the focus of innovation and investment too often remains firmly centered on prime and superprime segments with more accessible economic choices. In this session we will explore how innovation and technology can enable financial services for underserved populations. In particular, the use of alternative data and artificial intelligence, SMS and chatbot communication platforms, and behavioral economics can position FinTech and incumbent market participants to bring more consumers into the financial mainstream.

     

    Marla Blow
    Partner, Fenway Summer LLC
    Chief Executive Officer, FS Cards Inc.

  • 11:15 - 11:45 a.m. Lunch
  • 11:45 - 12:30 p.m. Luncheon Keynote: Strengthening the Pipeline for Minority Excellence in Banking

    Strengthening the Pipeline for Minority Excellence 

    The Forum for Minorities in Banking will open with a dynamic speech from Melissa Donaldson, Vice President and Chief Diversity Officer of Wintrust Financial Corp. She will capture listeners with her personal accounts, path to success as a minority banker and how the industry can strengthen its minority banking workforce and pipeline.

     

    Melissa Donaldson
    Vice President and Chief Diversity Officer
    Wintrust Financial Corp. 

  • 12:30 - 12:45 p.m. Break

     

  • 12:45 - 1:45 p.m. Afternoon Concurrent Sessions

    Activating Your C-Suite Talent

     

    Deborah Elam
    President of the Corporate Playbook
    Retired President of GE Foundation and Chief Diversity Officer, GE

    Improving the U.S. Payments System 

     

    Terri Bradford
    Payment Specialist
    Federal Reserve Bank of Kansas City

    Fintech: Achieving Balance Between Risk and Partnership 

     

    Marla Blow
    Partner, Fenway Summer LLC
    Chief Executive Officer, FS Cards Inc.

  • 1:45 - 2 p.m. Break

     

  • 2 - 3:30 p.m. General Session II: What You Really Need to Lead

    Robert S. Kaplan, President and Chief Executive Officer of the Federal Reserve Bank of Dallas, will lead a powerful discussion based on his book, What You Really Need to Lead: The Power of Thinking and Acting Like an Owner. The discussion will help participants better understand leadership qualities and how to become a more effective leader in their organizations.

     

    Robert S. Kaplan
    President and Chief Executive Officer
    Federal Reserve Bank of Dallas

  • 3:30 - 4:30 p.m. Leadership Lesssons from the Top: A Continued Discussion on What You Really Need to Lead

    This moderated panel of senior level leaders will continue the discussion on the importance of leadership and what is needed to lead. The panel will share personal and professional stories and what has helped them be successful in their profession and communities.

     

    Roy Lopez, Moderator
    Assistant Vice President
    Federal Reserve Bank of Dallas

    Leah Wong Ashburn
    President and Chief Executive Officer
    Highland Brewing

     

    Vince Ford
    Chief Community Health Services Officer
    Palmetto Health

     

    Ignacio Urrabazo, Jr.
    President and Chief Executive Officer
    Commerce Bank - Laredo

  • 4:30 - 5 p.m. Closing Remarks

     

    Anna Alvarez-Boyd
    Senior Associate Director of Consumer and Community Affairs
    Federal Reserve Board of Governors

  • 5 - 6:30 p.m. Networking Reception and Money Vault Tours

     

  • 7 p.m. Discussion Dinners (Space is limited, must sign up during registration)

     

Banking and the Economy: A Forum for Minorities in Banking

September 28
  • 8 - 8:30 a.m. Registration, Breakfast & Networking
  • 8:30 - 9:15 a.m. Opening Remarks

    Closing the Gap

    Thomas I. Barkin, President and Chief Executive Officer of the Federal Reserve Bank of Richmond, will discuss labor market outcomes as it relates to education and socioeconomic status.


    Thomas I. Barkin
    President and Chief Executive Officer
    Federal Reserve Bank of Richmond

  • 9:15 - 10 a.m. General Session III: Financial Services Industry: Trends in Management Representation of Minorities and Women and Diversity Practices

    Diversity in the Financial Services Industry

    Daniel Garcia-Diaz, author of the GAO report, Financial Services Industry: Trends in Management Representation of Minorities and Women and Diversity Practices, will share insights and data trends on diversity in the financial services industry, particularly in management and the challenges financial services firms have identified in workforce diversity and best practices used to address them.

     

    Daniel Garcia-Diaz
    Director, Financial Markets and Community Investments
    United States Government Accountability Office

  • 10 - 10:15 a.m. Break
  • 10:15 - 11:15 a.m. Panel Discussion: Moving beyond the 12%: Equipping, Educating and Empowering

    This moderated panel of banking industry executives will share their organizations' best practices on strategically developing, positioning and promoting minorities for managerial positions and industry success.

     

    Tammy Edwards, Moderator
    Vice President
    Federal Reserve Bank of Kansas City

     

    Cynthia Bowman
    Chief Diversity and Inclusion Officer
    Bank of America

     

    Asif Dakri
    Chief Executive Officer
    Wallis State Bank

     

    Jeff Bowman
    President and CEO, Bay Bank
    Advisor, Center for Indian Country Development
    Federal Reserve Bank of Minneapolis

  • 11:15 - 11:45 a.m. Lunch
  • 11:45 - 12:45 p.m. Luncheon Keynote

    It Takes A Village: Bridging the Gap Between the Community and the Banking Industry

    Given the economic disparities in minority communities, Dr. Kevin R. Johnson’s keynote address will share how the banking and financial industry can partner with community development corporations to create career pipelines and become catalysts to revitalize traditionally disadvantaged urban communities. Through his groundbreaking economic empowerment programs in Greater Philadelphia, Dr. Johnson has created and launched several career-sustaining programs in banking, energy, construction and technology. These programs, such as BankWork$, the first bank training program in the Northeastern United States for young adults from low-income communities, have holistically addressed issues of poverty, workforce development and job training.
     

    Dr. Kevin R. Johnson
    President and Chief Executive Officer
    Dare to Imagine Community Development Corporation

  • 12:45 - 1 p.m. Closing Remarks

     

    Yvonne Sparks
    Assistant Vice President
    Federal Reserve Bank of St. Louis