Asegurando Nuestro Futuro
Asset Preservation in a Challenging Economy
Workshops and Sessions
Leading a Community Development Agency: Sustainability, Risk Management and Mission-Focus
Trainer: Andrew Loubert, President, Community Reinvestment Solutions, Inc.
Meeting the Bottom Line: Practical Fundraising and Developing a Fundraising Plan
Trainers: Noel Poyo, Executive Director, NALCAB; Manuel Hidalgo, Executive Director, LEDC of Washington, DC
Framing the Conference: Market Practices and Latino Communities
Part I: Remarks on Latinos and the Mortgage Crisis
Carolina Reid, Federal Reserve Bank of San Francisco
Part II: Remarks on Consumer Financial Protections
Paul Leonard, Center for Responsible Lending
Key Note Address: Perspectives on Asset Building in Latino Communities
Robert Friedman, Chairman, CFED
Federal Legislative Update
Presenter: Robert Rapoza, President, Rapoza and Associates
Economic Development Strategies for Latino Communities
Moderator: Rebeca Rangel, V.P. of Community Affairs, Bank of the West
Presenters: Roberto Barragan, CEO, Valley Economic Development Center; Veronica Barela, CEO, NEWSED CDC; Bernardo Ramirez, Executive Director, Hispanic Economic Development Corp. of Kansas City; Evelyn Torres, Program Operations Manager, CAMEO
Co-operative Ownership Models: Residential, Commercial and Community Facility Case Studies
Moderator: Myrna Melgar, Director of Homeownership Programs, City of San Francisco, Mayor's Office of Housing
Presenters: Fernando Lemos, Executive Director, Mi Casa, Inc.; Luis Granados, Executive Director, MEDA;
Ramon León, Executive Director,LEDC of Minneapolis
Latino Demographics in the U.S
Presenter: Roberto Ramirez, Branch Chief, Ethnicity and Ancestry, U.S. Census Bureau
Who is Funding Latino Asset Builders?
Moderator: Tim Otani, First Vice President and Regional Manager, Washington Mutual
Presenters: Orson Aguilar, Associate Director, Greenlining Institute; Noel Poyo, Executive Director, NALCAB
Affordable Housing and Neighborhood Preservation
Moderator: Marietta Núñez, Vice-President, Community Lending, Federal Home Loan Bank of San Francisco
Presenters: Patricia Belden, Manager of Development, POAH; Pat DeCarlo, Executive Director, Norris Square Civic Association; David Adame, Chief Development Officer, Chicanos Por La Causa
Creating Sustainable CDFI’s and Credit Unions
Moderator: Angel Zapata, Sr. Community Development Officer – Southern California, Wachovia
Presenters: Janie Barrera, President & CEO, Acción Texas; John Herrera, Chairman, Latino Community Credit Union
Building Family Wealth in Low-Income Latino Communities – How can my organization have the greatest wealth building impact?
Moderator: Anna Marie Argilagos, Senior Program Officer, Annie E. Casey Foundation
Presenters: Larry Garcia, President, El Paso Affordable Housing CUSO; Ben Mangan, CEO, EARN; Maggie Cervantes, Executive Director, New Economics for Women
A walking tour of community assets in the Mission District
Presenter: Luis Granados, Executive Director, Mission Economic Development Association
The Mission Asset Fund: A comprehensive approach to asset building in an immigrant community
Presenters: Jose Quiñones, Executive Director, Mission Asset Fund; Merle Lawrence, Senior Program Officer, Levi Strauss Foundation
Innovative Local Policy Approaches to Asset Development
Moderator: Amanda Feinstein, Senior Program Officer-Economic Security, Walter and Elise Haas Fund
Presenters: Brad Paul, Senior Program Officer, Evelyn and Walter Haas Jr. Fund; Leigh Phillips, Program Manager, Bank on San Francisco, Office of the Treasurer of the City of San Francisco
Next Generation Leaders Networking Reception
Workshops and Sessions
Pre-Conference Training
Leading a Community Development Agency: Sustainability, Risk Management and Mission-Focus
Trainer: Andrew Loubert, President, Community Reinvestment Solutions, Inc.
Download presentation (ppt)
A training designed for individuals in a supervisory roles in non-profit community and economic development agencies or those interested in growing their career in the community development fields. This four and half hour session will blend an academic framework with the trainer’s practical experience as a long-time executive leader and Board member in community development agencies. This training is designed to give participants tool and resources to use in their current or future positions as leaders in community and economic development.
Pre-Conference Training
Meeting the Bottom Line: Practical Fundraising and Developing a Fundraising Plan
Trainers:
Noel Poyo, Executive Director, NALCAB
Manuel Hidalgo, Executive Director, LEDC of Washington, DC
Download presentation (ppt)
This training, presented by two proven community development fundraisers, will take participants from broad sustainability planning to a specific review of funding sources. Participants will leave this four and half hour training with an outline of a fundraising plan for their organization as well as a list of potential private, corporate and government funding sources. Participants will also receive practical tips for effective fundraising. The trainers will touch on event-based fundraising and individual development campaigns.
Sponsored by Bank of America
Framing the Conference: Market Practices and Latino Communities
Part I: Remarks on Latinos and the Mortgage Crisis
Carolina Reid, Federal Reserve Bank of San Francisco
Download presentation (ppt)
Part II: Remarks on Consumer Financial Protections
Paul Leonard, Center for Responsible Lending
Download presentation (ppt)
These opening presentations highlighted relevant data and public policy developments related to predatory market practices that impact Latino consumers in the United States, including the areas of mortgage lending and consumer financial products such as pay day lending, credit cards and bank fees. These were intended to frame the thinking of participants through the rest of the conference and raise questions that would further the day’s discussions.
Key Note Address: Perspectives on Asset Building in Latino Communities
Robert Friedman, Chairman, CFED
Bob Friedman founded, and still helps to lead CFED, a national non-profit organization devoted to expanding economic opportunity, as Chair of the Board and General Counsel. His current focus is on the SEED Policy and Practice Initiative, a multifaceted effort to create an inclusive system of children’s saving accounts in the US. He also continues to contribute to efforts to develop the IDA and asset-building movements, on new strategies to bring excluded communities into the economic mainstream. Based in San Francisco, Bob also serves on the Boards of CFED’s CDFI subsidiary, the National Fund for Enterprise Development, EARN, the Rosenberg Foundation, the Friedman Family Foundation and the Koshland Committee of the San Francisco Foundation. He is a graduate of Harvard College and Yale Law School. Mr. Friedman provided NALCAB Conference participants with perspectives on asset building in Latino communities and engaged participants in conversations about the future of the asset building fields.
Presented by Rapoza and Associates
Federal Legislative Update
Presenter: Robert Rapoza, President, Rapoza and Associates
Download presentation (ppt)
Among the most effective federal lobbyists on issues of community and economic development, Bob Rapoza provided an overview of current, relevant federal policy and appropriations. Also an inside perspective on what the federal legislative landscape could look like in 2009 was revealed.
Sponsored by Bank of the West
Economic Development Strategies for Latino Communities
Moderator: Rebeca Rangel, V.P. of Community Affairs, Bank of the West
Presenters:
Roberto Barragan, CEO, Valley Economic Development Center
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Veronica Barela, CEO, NEWSED CDC
Download presentatiom (wmv)
Bernardo Ramirez, Executive Director, Hispanic Economic Development Corp. of Kansas City, Download presentation (ppt)
Evelyn Torres, Program Operations Manager, CAMEO
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NALCAB members presented proven strategies for small business training and technical assistance, opening access to capital for small businesses and commercial corridor revitalization. This strategy presented the outlines of a national strategy for promoting economic development in predominately Latino communities.
Sponsored by United Commercial Bank
Co-operative Ownership Models: Residential, Commercial and Community Facility Case Studies
Moderator: Myrna Melgar, Director of Homeownership Programs, City of San Francisco, Mayor's Office of Housing
Presenters:
Fernando Lemos, Executive Director, Mi Casa, Inc.
Download presentation (ppt)
Luis Granados, Executive Director, MEDA
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Ramon León, Executive Director, LEDC of Minneapolis
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Innovative cooperative ownership models are particularly prevalent among NALCAB members. Three nationally-recognized practitioners presented case studies of how they have used cooperative ownership models in residential, commercial and community facility projects to meet the needs of predominately Latino communities.
Sponsored by Washington Mutual
Latino Demographics in the U.S
Presenter: Roberto Ramirez, Branch Chief, Ethnicity and Ancestry, U.S. Census Bureau
Download presentation (ppt)
Who is Funding Latino Asset Builders?
Moderator: Tim Otani, First Vice President and Regional Manager, Washington Mutual
Presenters:
Orson Aguilar, Associate Director, Greenlining Institute
Noel Poyo, Executive Director, NALCAB
This distinguished panel provided a critical analysis of who is funding asset building work in Latino communities. The discussion included the Greenlining Institute’s recent work on diversity in philanthropy, intermediary funding strategies and trends, and the work of developing Latino-led, community-based philanthropy.
Sponsored by the Federal Home Loan Bank of San Francisco
Affordable Housing and Neighborhood Preservation
Moderator: Marietta Núñez, Vice-President, Community Lending, Federal Home Loan Bank of San Francisco
Presenters:
Patricia Belden, Manager of Development, POAH; Download presentation (ppt)
Pat De Carlo, Executive Director, Norris Square Civic Association
David Adame, Chief Development Officer, Chicanos Por La Causa
This session examined innovative approaches to preserving affordable housing and the connection of this work to overall neighborhood revitalization and preservation. The distinguished panel of presenters brought perspectives from different markets and a wide range of experiences including working in the non-profit, private and government sectors. Presenters have also addressed these issues intensively on a neighborhood scale, state-wide and nationally.
Sponsored by Wachovia
Creating Sustainable CDFI’s and Credit Unions
Moderator: Angel Zapata, Sr. Community Development Officer – Southern California, Wachovia
Presenters:
Janie Barrera, President & CEO, Acción Texas
Download presentation (ppt)
John Herrera, Chairman, Latino Community Credit Union
Download presentation (ppt)
In 2007, Acción Texas and the Latino Community Credit Union were the inaugural winners of the Wachovia NEXT Awards for Opportunity Finance, awarded to innovative and effective CDFIs. These national leaders in microlending and community banking addressed the difficult question of how to sustain these non-profit financial institutions and their potential for meeting the needs of low-income Latinos.
Sponsored by The Annie E. Casey Foundation
Building Family Wealth in Low-Income Latino Communities – How can my organization have the greatest wealth building impact?
Moderator: Anna Marie Argilagos, Senior Program Officer, Annie E. Casey Foundation
Presenters:
Larry Garcia, President, El Paso Affordable Housing CUSO
Download presentation (ppt)
Ben Mangan, CEO, EARN
Download presentation (ppt)
Maggie Cervantes, Executive Director, New Economics for Women
Download presentation (ppt)
Homeownership counseling? Financial coaching? Individual Development Accounts? The Earned Income Tax Credit? This session explored the question: Which strategy, or combination of strategies, will build family wealth in your community most effectively? The leaders of three organizations that have found innovative answers for their communities addressed the topic.
Presented by the Mission Economic Development Agency
A walking tour of community assets in the Mission District
Presenter: Luis Granados, Executive Director, Mission Economic Development Association
The Mission District is San Francisco’s oldest neighborhood, dating to the construction of the Dolores Mission in 1776. It has always been a gateway for immigrants and new arrivals to the City, and it is now home to San Francisco’s largest Latino community. For over 34 years, MEDA has worked to improve economic and social conditions in the neighborhood by stimulating investment, enhancing the business environment, and creating jobs for area residents. A rapid rise in real estate values over the past fifteen years has threatened the character of this largely low-income, immigrant community,resulting in large scale displacement. This walking tour described MEDA’s asset preservation and development strategy in this high cost market.
Sponsored by the Levi Strauss Foundation
The Mission Asset Fund: A comprehensive approach to asset building in an immigrant community
Presenters:
Jose Quiñones, Executive Director, Mission Asset Fund
Merle Lawrence, Senior Program Officer, Levi Strauss Foundation
Download presentation (ppt)
Launched in 2007, the Mission Asset Fund is a cutting edge model for asset development in a predominately Latino and immigrant community. Established with a seed grant of $1 million from the Levi Strauss Foundation, the MAF integrates savings and investment-based approaches to community asset development and family wealth building.
Sponsored by the Walter and Elise Haas Fund
Innovative Local Policy Approaches to Asset Development
Moderator: Amanda Feinstein, Senior Program Officer-Economic Security, Walter and Elise Haas Fund
Presenters:
Brad Paul, Senior Program Officer, Evelyn and Walter Haas Jr. Fund
Leigh Phillips, Program Manager, Bank on San Francisco, Office of the Treasurer of the City of San Francisco, Download presentation (ppt)
This session examined local policy approaches that promote both family and community asset development and that address predatory economic practices in low-income communities. Panelists covered topics such as inclusionary zoning for affordable housing, exclusionary zoning for check cashers and pay day lenders, organizing banks to provide low-cost checking accounts and community benefits agreements.
Made possible with the support of LISC
Next Generation Leaders Networking Reception
NALCAB invited up-and-coming practitioners, new executive leaders and experienced leader-mentors to come together for a relaxed evening of tapas and networking. This is effort provided next generation Latino leaders in the asset building fields with a strong national group of peers and mentors.
NALCAB Town Hall Event
Asegurando Nuestro Futuro: Asset Preservation and Addressing Predatory Economic Practices in Latino Communities
