FDIC, FRB-SF, and OCC Co-Host California Financial Inclusion Forum
The Federal Deposit Insurance Corporation (FDIC), the Federal Reserve Bank of San Francisco (FRB-SF), and the Office of the Comptroller of the Currency (OCC) are collaborating to host a California Financial Inclusion Forum in Sacramento, CA. The event aims to encourage expanded access to financial services for underserved communities in California. The event will showcase a range of credit products offered by banks and community development financial institutions (CDFIs) to help low- and moderate-income individuals build wealth, including through the purchase of homes or financing of small businesses.
Presenters:
- Elizabeth Smith, Deputy Commissioner of Public Affairs, California Department of Financial Protection & Innovation
- Esmeralda Lopez, California State Advocacy Director, UnidosUS
- Pablo DeFilippi, Executive Vice President, Inclusive
- Jose Arrellano, Director, Self-Help Federal Credit Union
- Luz Urritia, Chief Executive Officer, Accion Opportunity Fund
- Brett Melone, Director of Lending, California FarmLink
- Ronald Milsap, Director, U.S. Zero Barriers to Business, BMO Harris Bank National Association
- Victor Ramirez, SVP, CRA and Fair & Responsible Banking, Beneficial State Bank
- Leilani Barnett, Senior Outreach Manager, FRB-SF
- Anna Cheong, Community Affairs Officer, OCC
- Luke W. Reynolds, Regional Manager, San Francisco Community Affairs, FDIC
- Spike Keil, Community Affairs Specialist, FDIC
When:
Tuesday, May 14, 2024 from 9:00 AM to 3:00 PM PT
Where:
California Department of Financial Protection and Innovation, 2101 Arena Blvd., Sacramento, CA 95834. Registration information below.
Who should attend:
Financial institutions, nonprofits, government agencies, and others providing products and services to underserved communities in California.
Registration Information:
To register online, click REGISTER and fill out the needed information. You will receive a confirmation email once completed.
Contact Information:
If you have any questions about the event, please email Spike Keil at chkeil@fdic.gov.
Additional Resources:
- FDIC FIL: Collecting Identifying Information Required Under the Customer Identification Program (CIP) Rule
- FDIC Strategies for Community Banks to Develop Partnerships with Community Development Financial Institutions
- FDIC National Survey of Unbanked and Underbanked Households
- FDIC #GetBanked Campaign
- FDIC CRA Resources