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It’s Time to Connect!

The NCN 4th Annual Summit will take place December 3-5, 2023, in Washington, D.C. The three-day event will bring together Native CDFI practitioners, funders, policymakers, and other industry partners to bridge ideas and resources that will advance Native CDFI efforts to build economic resilience and sustainability in areas of housing development, home ownership, and green energy solutions.

To kick off this year’s Summit, we invite you to join us for the Native CDFI Awards Banquet on Sunday, December 3rd where we will honor the impactful work of Native CDFIs building unique economic opportunities that are driving prosperity in the communities they serve.

Note: If you are an NCN Member, your organization will receive up to two complimentary Summit registrations. Additional registrations must be purchased at the non-member rate. 

WHEN & Where

December 3 – 5, 2023

Hyatt Regency Washington on Capitol Hill
400 New Jersey Ave NW,
Washington, DC, 20001

Lodging

Hyatt Regency Washington on Capitol Hill
400 New Jersey Ave NW,
Washington, DC, 20001

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2022 Summit Attendee Reviews

Preliminary Agenda

This agenda is subject to change and will be updated periodically. Check back for the latest updates.

DOWNLOADABLE AGENDA (PDF)

5:00 pm

Welcome Reception

Hyatt Regency Washington on Capitol Hill – 400 New Jersey Ave NW, Washington, D.C., 20001

Congressional AB – Lobby Level

Sponsored by Wells Fargo

6:00 pm

Dinner & Native CDFI Recognition for Outstanding Performance

Columbia ABC – Ballroom Level

Tim Rios | Senior Vice President | Rural Strategy Leader | Social Impact & Sustainability | Wells Fargo

Patrice Kunesh (Standing Rock Lakota) | Commissioner | Administration for Native Americans

Lori Pourier (Ogalala Lakota) | President & CEO | First Peoples Fund

7:00 am

Breakfast

Columbia ABC – Ballroom Level

Sponsored by BMO Harris

8:00 am

Invocation & Welcome

Pete Upton (Ponca Tribe of Nebraska) |Native CDFI Network | CEO/Board Chair

8:15 am

The New Community Reinvestment Act (CRA) Regulations: Top Takeaways and What They Mean for Indian Country

Jesse Van Tol | President & CEO | National Community Reinvestment Coalition

Moderator: Ian Record | Consultant | Record Consulting

8:55 am

Video message from President Bill Clinton

42nd President of the United States

9:00 am

U.S. Treasury – Pathways to Partnership with Native CDFIs

Chief Marilynn Malerba (Mohegan Tribe) | Treasurer of the United States | U.S. Department of the Treasury

Fatima Abbas (Haliwa Saponi) | Director | Office of Tribal and Native Affairs | U.S. Department of the Treasury

9:45 am

CDFI Fund: Updates on Certification & Programs

Marcia Sigal | Acting Director | CDFI Fund

Pooja Patel | Program Manager for the CDFI Program and Native Initiatives | CDFI Fund

10:15 am

ANA Opportunities for CDFIs

Patrice Kunesh (Standing Rock Lakota) | Commissioner | Administration for Native Americans (ANA)

11:00 am

SBA Programs

Isabel Guzman | Administrator | U.S. Small Business Administration (SBA)

11:30 am

Democratizing Finance: Origins of the Community Development Financial Institutions Movement

Clifford Rosenthal | Author

12:00 pm

Lunch

Columbia ABC – Ballroom Level

Sponsored by Flagstar Bank

1:00 pm

NCN Clean Communities Investment Accelerator (CCIA) Native Application

Ian Record | Consultant | Record Consulting

Kristen Wagner | National Programs Director | Native CDFI Network

1:30 pm

Climate United’s National Clean Investment Fund (NCIF) Native Investment Strategy

Krystal Langholz | Director of Strategy | Calvert Impact

Kristen Wagner | National Program Director | Native CDFI Network

2:00 pm

Building a Clean Energy Finance Ecosystem for Indian Country

Joel Blane | Director of Business & Project Development | GRID Alternatives

Ravi Malhotra | Founder & President | ICAST

Thomas Steirer (Tonawanda Seneca Nation – Turtle Clan) | Program Manager, Technical Assistance & Project Finance | Alliance for Tribal Clean Energy

Moderator: Pilar Thomas (Pascua Yaqui Tribe) | Partner | Quarles & Brady, LLC

3:00 pm

SSBCI: The Red Road Journey of Blending the Generational Wisdom of Our Past with the Sustainable Vision for Our Future

Ron Kelly | Outreach Manager, State Small Business Credit Initiative | U.S. Department of the Treasury

Dave Tovey (Confederated Tribes of the Umatilla Indian Reservation) | Executive Director | Nixyáawii Community Financial Services (NCFS)

Stacey McQuade-Eger | Executive Director | Affiliated Tribes of Northwest Indians Economic Development Corporation (ATNI-EDC)

3:45 pm

Closing Comments & Adjorn

4:30-6:00 pm

Fellowship Reception (Cocktail Hour)

The Signal House – 1255 Union St NE, Washington, D.C. 20002

Sponsored by NeighborWorks America

Note: Shuttle transportation will be provided to and from the reception beginning at 4:30pm with the final shuttle leaving the Signal House by 6:15pm.

7:00 am

Breakfast

Columbia ABC – Ballroom Level

Sponsored by Climate United

8:00 am

Welcome Remarks

Pete Upton (Ponca Tribe of Nebraska) | CEO/Board Chair | Native CDFI Network

8:15 am

The Power of Knowing Your Clients: Native CDFI Impacts and Outcomes through Research

Casey Lozar (Confederated Salish and Kootenai Tribes and Fort Peck Assiniboine & Souix Tribes) | Vice President/Director | Minneapolis Federal Reserve Bank | Center For Indian Country Development

Michou Kokodoko | Project Director – Community Development and Engagement |Minneapolis Federal Reserve | Center for Indian Country Development

Moderator: Ian Record | Consultant | Record Consulting

9:00 am

Opportunities to Grow Native Economies through Advocacy

U.S. Representative Sharice Davids | U.S. House of Representatives (Kansas)

Chris James (Eastern Band Cherokee) | President & CEO | National Center for American Indian Enterprise Development

9:30 am

OFN & NCN – Collaborating to Support Native CDFI’s & Native Communities

Donna Gambrell | President & CEO | Appalachian Community Capital

Harold Pettigrew | President & CEO | Opportunity Finance Network

Pete Upton (Ponca Tribe of Nebraska) | CEO/Board Chair | Native CDFI Network

10:00 am

The Roles Native Lenders Can Play in New Market Tax Credits (NMTC)

Andy Gordon | Executive Advisor | Clearinghouse CDFI

Cindy Logsdon | CEO | Citizen Potawatomi Community Development Corporation

Joel Smith (Caddo Nation of Oklahoma) | Senior Vice President and Chief Credit Officer | Native American Bank

Moderator: Karen Williams | Consultant

10:30 am

NMTC: Lessons Learned

Kevin Klingbeil | Managing Director | Big Water Consulting

Nancy Pindus | Senior Fellow | Urban Institute

Karen Williams | Consultant

11:00 am

Congressional Leadership Supporting NCDFI’s & Indian Country

Senator Cynthia Lummis | U.S. Senator for Wyoming

Senator Tina Smith | U.S. Senator for Minnesota

Moderator: Pete Upton (Ponca Tribe of Nebraska) | CEO/Board Chair | Native CDFI Network

11:30 am

HUD Section 184 Program

Heidi Frechette | Deputy Assistant Secretary | Public and Indian Housing | U.S. Department of Housing and Urban Development

12:00 pm

Lunch

Columbia ABC – Ballroom Level

Sponsored by U.S. Bank

1:00 pm

Participation Lending with Native CDFIs

Jeff Bowman (Mohican) | President & CEO | Bay Bank

Pete Upton (Ponca Tribe of Nebraska) | CEO/Board Chair | Native CDFI Network

1:25 pm

Video message from Tom Vilsack

 U.S. Secretary of Agriculture

1:30 pm

Expanding Horizons and Creating Opportunities

Session I

Todd Batta | Vice President – Government Affairs | Farmer Mac

Bradford Nordholm | President & CEO | Farmer Mac

Zach Carpenter | Executive Vice President – Chief Business Officer | Farmer Mac

Aparna Ramesh | Executive Vice President – Chief Financial Officer and Treasurer | Farmer Mac

2:00 pm

Expanding Horizons and Creating Opportunities

Session II

Janie Hipp (Chickasaw Nation) | President & CEO | Native Agriculture Financial Services

Drew Mattison | Director Wholesale Lending | AgriBank

Gary Matteson | SVP Beginning Farmer Programs and Outreach | The Farm Credit Council

Sandy Martini (Cherokee Tribe) | Associate CEO | Native American Agriculture Fund

Vincent Logan (Osage Nation) | Chairman & CEO | Farm Credit Administration

3:00 pm

Native CDFI Network’s Overview of Policy Priorities and Program Initiatives

Pete Upton (Ponca Tribe of Nebraska) | CEO/Board Chair | Native CDFI Network

Kristen Wagner | National Programs Director | Native CDFI Network

3:45 pm

Closing Comments and Adjorn

4:00 pm

Networking Reception (Cocktail Hour)

Hyatt Regency Washington on Capitol Hill – 400 New Jersey Ave NW, Washington, D.C. 20001

Sponsored by Farmer Mac

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