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Last Updated: 8/30/2018

Banking and the Economy: A Forum for Minorities in Banking

logo for minority banking forum

The Federal Reserve System will host the third annual Banking and the Economy: A Forum for Minorities in Banking in Charlotte, NC. The 2018  forum theme is Bank on Us: Minority Excellence in the Banking Industry. 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

Who should attend?

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

Register Now
Thursday, 09/27/18
8:00 AM
Check-In, Networking, and Breakfast
8:30 AM
Welcome and Opening Remarks
Becky C. Bareford, First Vice President and Chief Operating Officer, Federal Reserve Bank of Richmond
9:00 AM
General Session 1: Strengthening the Pipeline for Minority Excellence in Banking
Introduction of Speaker
Jamica Quillin, Diversity and Inclusion Manager, Federal Reserve Bank of Chicago
Speaker
Melissa Donaldson, Vice President and Chief Diversity Officer, Wintrust Financial Corp.
9:45 AM
General Session 2: Overview of Banking and the Economy
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, Charlotte Branch
11:00 AM
Morning Session: Activating your C Suite Talents
Deborah Elam, President of the Corporate Playbook, Retired President of GE Foundation, and Chief Diversity Officer, GE
11:00 AM
Morning Session: Strategies to Improve the U.S. Payment System
Terri Bradford, Payment Specialist, Federal Reserve Bank of Kansas City
11:00 AM
Morning Session: Fintech: Achieving balance between Risk and Partnership
Marla Blow, Partner, Fenway Summer LLC and Chief Executive Officer, FS Cards Inc.
12:00 PM
Lunch and Overview of Banking and the Economy
Introduction of Speaker
Roy Lopez, Assistant Vice President, Federal Reserve Bank of Dallas
Speaker
Robert S. Kaplan, President and Chief Executive Officer, Federal Reserve Bank of Dallas
1:30 PM
Break
2:15 PM
Break
2:30 PM
Afternoon Session: Activating your C Suite Talents
Deborah Elam, President of the Corporate Playbook, Retired President of GE Foundation, and Chief Diversity Officer, GE
2:30 PM
Afternoon Session: Strategies to Improve the U.S. Payment System
Terri Bradford, Payment Specialist, Federal Reserve Bank of Kansas City
2:30 PM
Afternoon Session: Fintech: Achieving balance between Risk and Partnership
Marla Blow, Partner, Fenway Summer LLC and Chief Executive Officer, FS Cards Inc.
3:45 PM
Leadership Lessons from the Top: A Continued Discussion on What You Really Need to Lead
Moderator
Roy Lopez, Assistant Vice President, Federal Reserve Bank of Dallas
Panelists
Ignacio  Urrabazo, Jr., President and Chief Executive Officer, Commerce Bank – Laredo
Joanne Kim, President and Chief Executive Officer, CBB Bank
Leah Wong Ashburn, President and Chief Executive Officer, Highland Brewing
4:45 PM
Closing Remarks
Anna Alvarez-Boyd, Senior Associate Director of Consumer and Community Affairs, Federal Reserve Board of Governors
Panelists
Jeff Plagge, President & Chief Executive Officer, Northwest Financial Corporation
Seth Heape, Vice President of Human Resources, MB Financial Bank
Rob Pelkowski, Senior Director and Associate General Counsel, Venmo
Tom Ormseth, Senior Vice President Digital Channels and Transaction Banking, Wintrust Financial Corporation
5:00 PM
Networking Reception and Money Vault Tours
7:00 PM
Discussion Dinners
Friday, 09/28/18
8:00 AM
Check-In, Networking and Breakfast
8:30 AM
Opening Keynote
Matthew Martin, Senior Vice President and Regional Executive, Federal Reserve Bank of Richmond, Charlotte Branch
Speaker
Thomas I. Barkin, President and Chief Executive Officer, Federal Reserve Bank of Richmond, Charlotte Branch
9:15 AM
General Session 3: Financial Services Industry: Trends in Management Representation of Minorities and Women and Diversity Practices
Introduction of Speaker
Amanda Roberts, Senior Community Development Analyst, Federal Reserve Board of Governors
Speaker
Daniel Diaz-Garcia, Director, Financial Markets and Community Investments, United States Government Accountability Office
10:00 AM
Break
10:15 AM
Panel Discussion: Moving beyond the 12%: Equipping, Educating and Empowering
Moderator
Tammy Edwards, Vice President, Federal Reserve Bank of Kansas City
Panelists
Cynthia Bowman, Chief Diversity and Inclusion Officer, Bank of America
Asif Dakri, Chief Executive Officer, Wallis State Bank
Jeff Bowman, President, Bay Bank and Advisor, Center for Indian Country Development, Federal Reserve Bank of Minneapolis
11:15 AM
Lunch and Keynote
Introduction of Speaker
Tesia Lemelle, Program Manager for Partnership for Progress, Federal Reserve Bank of Philadelphia
Speaker
Dr. Kevin R. Johnson, President and Chief Executive Officer, Philadelphia Opportunities Industrialization Center, Inc.
12:45 PM
Closing Remarks and Adjourn
Yvonne Sparks, Assistant Vice President, Federal Reserve Bank of St. Louis
Event Information
Event Contact
Jamica Quillin

Email
Date
09/27/18  - 09/28/18
Registration Deadline
Saturday, September 15, 2018
Location

Federal Reserve Bank of Richmond, Charlotte Branch
530 E Trade St
Charlotte, NC 28202

Fee:
$250
Map


Federal Reserve Bank of Chicago, 230 South LaSalle Street, Chicago, Illinois 60604-1413, USA. Tel. (312) 322-5322

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