An official website of the United States government
Share This Page:
The Office of the Comptroller of the Currency (OCC) will host its Project REACh Financial Inclusion Summit on May 29, 2024, at its headquarters in Washington, D.C.
Date: Wednesday, May 29–Thursday, May 30, 2024
Location: OCC Headquarters, Constitution Center, Washington, D.C.
Agenda
8:00–9:00 a.m.
Registration
N/A
9:00–9:10 a.m.
Opening Remarks
Michael J. Hsu, Acting Comptroller of the Currency
9:15–10:15 a.m.
REACh Founders Panel
Moderator: Andrew Moss, Director for Minority Outreach, OCC
Panelists: John Hope Bryant, Founder, Chairman, and CEO, Operation HOPE Tim Welsh, Vice Chair, Consumer and Business Banking, U.S. Bank Laurie Vignaud, President and CEO, LiftFund
10:15–10:30 a.m.
Break
10:30–11:30 a.m.
Reflections from Project REACh 1.0
Affordable Homeownership: Lot Diaz, Vice President, Housing and Financial Empowerment, UnidosUS Kleber Santos, Senior Executive Vice President, CEO of Consumer Lending, Wells Fargo
Alternative Credit: Mark Brucker, Chief Risk Officer, Consumer and Community Banking, JPMC Rachna Singh, Director, Head of US Unsecured Decision Modeling, Citi
MDI Revitalization: Nicole Elam, President and CEO, National Bankers Association Blair Washington, Head of Minority Depository Institution Engagement, Citi
Small and Minority Businesses: Queanne Smith, Senior Vice President, Diverse Business Segment Strategy, U.S. Bank Jevaughn Sterling, Executive Vice President, Diverse Markets Manager, Amegy Bank
11:30 a.m.–1:00 p.m.
Lunch
1:00–1:15 p.m.
Launch of Project REACh 2.0
1:20–1:50 p.m.
Incubating Solutions to Accelerate Financial Inclusion: Place-Based Solutions
Moderator: Grovetta Gardineer, Senior Deputy Comptroller for Bank Supervision Policy
Panelists: Jesse Van Tol, President and CEO, National Community Reinvestment Coalition Anthony Hudson, Head of Branch Distribution, U.S., BMO Harris Kala Gibson, Executive Vice President, Head of Business Banking, and Chief Enterprise Corporate Responsibility Officer, Fifth Third Bank Donna Gambrell, President and CEO, Appalachian Community Capital
2:00–2:30 p.m.
Incubating Solutions to Accelerate Financial Inclusion: Solutions Created as Tools, Products, and Services
Panelists: Steve Ely, CEO, eCredable Marisa Calderon, President and CEO, Prosperity Now Brandee McHale, Head of Community Investing and Development, Citi Marcia Griffin, Founder and President, HomeFree USA
2:30–2:45 p.m.
2:45–3:15 p.m.
Incubating Solutions to Accelerate Financial Inclusion: Solutions for Underserved and Disadvantaged Communities
Moderator: Barry Wides, Deputy Comptroller for Community Affairs, OCC
Panelists: Christy Finsel, Ph.D., Executive Director, Oklahoma Native Assets Coalition Chuck Bishop, Head of Home Lending Diverse Segments, Wells Fargo Santiago Suero, Senior Policy Analyst, UnidosUS Nketiah “Ink” Berko, Equal Justice Works Fellow, National Consumer Law Center
3:25–3:55 p.m.
Incubating Solutions to Accelerate Financial Inclusion: Solutions Provided Through Technology
Moderator: Chandni Ohri, Director of Community Development, OCC
Panelists: Melissa Koide, CEO and Director, FinRegLab Lakhbir Lamba, Executive Vice President, Head of Consumer Lending and Asset Resolution, PNC Celia Karam, President of Retail Bank, Capital One Matthew Roth, President and CEO, Community Reinvestment Fund, USA
3:55–4:00 p.m.
Closing Remarks
4:00–6:00 p.m.
Networking Reception