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FDIC Advisory Committee on Economic Inclusion (ComE-IN) Meeting
Agenda -
Strategies to
Increase Access to the Financial Mainstream
February 5, 2009, FDIC Headquarters, 550 17th Street N.W.,
Washington, DC
7:30 am - 8:30 am
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Continental Breakfast
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8:30 am - 8:45 am
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Welcoming remarks, Diana L. Taylor, Chairman, Advisory Committee
Update Since the Last Meeting, Sheila C. Bair, Chairman, FDIC
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8:45 am - 9:30 am
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FDIC Unbanked Survey
Overview of the FDIC Survey of Banks' Efforts to Serve the Unbanked and
Underbanked.
Moderator: Barbara A. Ryan, Deputy to the Vice Chairman, FDIC
Panelists:
- Ed Bachelder,
Director of Research, BlueFlame
Consulting, LLC
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9:30 am - 10:30 am
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Bank Successes in Reaching the Underserved Presentation by Unbanked Survey case study banks on their successes in working with their communities to open deposit accounts, provide small dollar loans, and deliver financial education.
Moderator: Barbara A. Ryan, Deputy to the Vice Chairman, FDIC
Panelists:
- James P. Maloney,
Chairman, Mitchell Bank (Chicago Alliance for Economic Inclusion)
- Peter Mosbacher,
Senior Vice President, Amalgamated Bank
- Victor Ramirez, Community
Relations Officer, Citibank
(Los Angeles Alliance for Economic Inclusion)
- Mary Jane Town,
Senior Vice President & Director of Marketing,
Monroe Bank and Trust
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10:30 am -10:45 am
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Break
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10:45 am - 12:30 pm
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Alliance for Economic Inclusion Strategies and Successes in Today's Economic Environment Discussion about strategies focused on reaching the underserved in the current economic environment. Moderator: Robert W. Mooney, Deputy Director, Division of Supervision and Consumer Protection, FDIC Panelists:
- Dora I. Brown,
Senior Vice President, International Bank of Commerce (Texas Alliance for Economic Inclusion)
- Mary Dupont,
Executive Director, Nehemiah Gateway CDC
(Wilmington Alliance for Economic Inclusion)
- Bruce Gottschall, Executive Director,
Neighborhood Housing
Services of Chicago
- Charles Martin, CRA Officer, M&T Bank
(Baltimore Alliance for Economic Inclusion)
- James Young,
President & CEO, Citizens Trust Bank
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12:30 pm - 1:30 pm
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Luncheon
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1:30 pm - 3:45 pm
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Facilitated Discussion Facilitated discussion on how to amplify and promote strategies for reaching the underserved as we move forward.
Facilitators:
- Roberta McInerney,
Deputy General Counsel, FDIC
- Rae-Ann Miller,
Special Advisor, Division of Insurance and Research, FDIC
- Robert W. Mooney, Deputy
Director, Division of Supervision and Consumer Protection, FDIC
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3:45 pm - 4:00 pm
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Next Steps, Concluding Remarks
- Diana L. Taylor, Chairman,
Advisory Committee on Economic Inclusion
- Sheila C. Bair, Chairman,
FDIC
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Presentations
FDIC Survey of Banks' Efforts to
Serve the Unbanked and Underbanked - PowerPoint
462k
(PowerPoint Help)
Small Dollar Loans & In-School Branching as Entry Points for Reaching
Underserved Markets,
Mitchell Bank - PowerPoint
250k (PowerPoint Help)
Amalgamated Bank's Products &
Programs to Reach the Un-banked & Under-banked - PowerPoint
511k (PowerPoint Help)
Asset-Building Strategies: Ramp Up
Account Program, Citibank - PowerPoint
287k
(PowerPoint Help)
Bank Successes in Reaching the
Underserved, Monroe Bank & Trust - PowerPoint
900k
(PowerPoint Help)
Welcome to Houstonville, Where You
Earn It & We Save It, IBC Bank - PowerPoint
2008k (PowerPoint Help)
Nehemiah Gateway - Community
Development Corporation - PowerPoint
290k
(PowerPoint Help)
Neighborhood Housing Services of
Chicago - Serving Lower Income Neighborhoods in Distress - PowerPoint
2493k (PowerPoint Help)
Alliance for Economic Inclusion (AEI)
- Baltimore, MD - PowerPoint (PowerPoint Help)
Other Materials
Mitchell Bank Payday Alternative Loan (PAL) -
MS Word
(Word Help) | PDF
(PDF
Help)
Houstonville - Micro Society, Sam Houston Elementary School, International
Bank of Commerce - PowerPoint 8357k (PowerPoint Help)
Additional Links
Alliance for Economic Inclusion (AEI) Overview
Remarks by FDIC Chairman Sheila Bair to The New America Foundation
conference: "Did Low-income Homeownership Go Too Far?
Testimony of FDIC Chairman Bair on Oversight of Implementation of the
Emergency Economic Stabilization Act of 2008 and Of Government Lending and
Insurance Facilities; Committee on Financial Services; U.S. House of
Representatives
Innovation Trends in Financial Services to the Underbanked (cfsinnovation.com)
An Introduction to the FDIC's Small-Dollar Loan Program
Best Practices from the FDIC'S Forum on Mortgage Lending for Low- and
Moderate-Income Households (FDIC
FIL-88-2008)
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