Welcome

Timothy DeLessio, Community Affairs Officer, FDIC

CRA Basics and the Essentials of Partnerships
An overview of the Community Reinvestment Act and the examination process, including:

• the types of examinations
• evaluation process
• ratings and schedules
• key definitions

Key elements to consider in developing effective partnerships with banks

Bonita Irving, District Community Affairs Officer, OCC

Paul Horwitz, Community Affairs Specialist, FDIC

Lunch

Making the Connection and Building Partnerships
Representatives from area financial institutions of various sizes and a community organization partner will discuss what they look for when developing mutually beneficial partnerships.

Presenters:
Jana Planka, Executive Vice President, Coastway Community Bank

Jo- Ann Schofield, CEO, RI Mentoring Partnership

Kenneth Burnett, Senior Vice President, Commercial Lending Manager, BankNewport

Christian Belden, Senior Project Manager, Church Community Housing Corporation

Patricia DiFolco, Assistant Vice President, Community Development Market Manager RI/CT, Citizens Bank

Heidi Collins, Director, Center for Financial Success, Connecting Children & Families

Moderator:
Kenneth Willis, First Vice President, Federal Home Loan Bank of Boston

Wrap-up

Timothy DeLessio

Adjourn