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Welcome to the 2025 CDBA Peer Forum website! Thank you for attending the largest annual gathering of CDFI, MDI, and other mission-focused bank representatives.

Scroll down to create an account or login to register and purchase your tickets!

Please contact us at cdbapeerforum@pcgloanfund.org if you have any questions.

We’d like to thank our growing list of 2025 Sponsors:
Diamond: FICO; IntraFi
Platinum: Baker Tilly US, LLP; Sones & White
Gold: Banc Consulting Partners; Mission Driven Bank Fund; Smiley Technologies, Inc.
Silver: American Bankers Association; HelloBello Financial; Independent Community Bankers of AmericaRegions Bank
Bronze: BNY; FUND Consulting; Jones Walker; Logue Advisory Group; National Community Investment FundStifel; Woodforest National Bank
Friends: Community Funding Advisors

Here’s the Peer Forum at a glance:

Advocacy Day and Pre-Conference Cocktail Reception: Tuesday, June 3rd, 2025 
Peer Forum Conference: Wednesday, June 4th, 2025 and Thursday, June 5th, 2025
Meeting Location: National Housing Center (NHC) Auditorium at:
1201 15th St NW, 1st floor, Washington, DC 20005
Attire: Business casual for all Peer Forum activities

Hotel Information: The National Housing Center is located in downtown, Washington D.C., within walking distance of a variety of hotels offering rooms at a wide range of price points. We invite you to explore some of the options in our “Hotel Options List.” Please note that CDBA has not arranged a room block at any individual hotels for this event.

If you have any questions or concerns regarding Advocacy Day, please email Joey Zeldin at zeldinj@pcgloanfund.org.

Schedule:
  • June 3: Advocacy Day & Pre-Conference Cocktail Reception  at 5:30 pm ET 
  • June 4: Sessions from 8:00 am to 5:00 pm ET
    • Cocktail reception at 6:00 pm ET followed by dinner at 7:30 pm ET at Zaytinya
  • June 5: Sessions from 8:00 am to 5:00 pm ET
DA

Dennis Ammann

Peoples Bank
CEO
avatar for Scott Andrews

Scott Andrews

Neighborhood National Bank
President & CEO
avatar for Dana Batterton

Dana Batterton

FNBC Bank
Executive Vice President, Chief Risk Officer
avatar for Tracy Bowling

Tracy Bowling

BankFirst Financial Services
CDFI Specialist
WB

Wendi Boyen

Regions
Community Development Lending & Investment Leader
JB

Janice Bruce

Delta Bank
SVP, Compliance, CRA, CDFI Officer
avatar for Ralph Carter

Ralph Carter

BankFirst Financial Services
Vice President, Fair Lending and CRA Officer
avatar for Steven Cooksey

Steven Cooksey

Great Southern Bank
EVP & CFO
avatar for Erica Cooper

Erica Cooper

FNBC Bank
AVP Community Development
avatar for Sarah Cousineau

Sarah Cousineau

Central Bank of Kansas City
VP of Marketing & Community Impact
avatar for Kent Curtis

Kent Curtis

First Southwest Bank
President/CEO
avatar for Faruk Daudbasic

Faruk Daudbasic

First Eagle Bank
Senior Vice President
avatar for Kenya Davenport

Kenya Davenport

Southern Bancorp
Chief of Staff, SVP of Stakeholder Engagement
GD

Greg Davis

First National Bank & Trust
EVP/Chief Credit Officer
avatar for Brian Distad

Brian Distad

Sunrise
Impact Data Manager
avatar for Lloyd Doaman

Lloyd Doaman

Carver Federal Savings Bank
Executive Director - CCDC
avatar for Ben France

Ben France

Smiley Technologies, Inc.
Director, Business Development
avatar for Demetris Giannoulias

Demetris Giannoulias

Spring Bank
CEO
avatar for Tamara Gurney

Tamara Gurney

Mission Valley Bank
President & CEO
avatar for Alan Hargett

Alan Hargett

Planters Bank
President & CEO
avatar for Teri Hodgett

Teri Hodgett

Sunrise Banks
Chief Risk Officer
avatar for Rebecca Morris Hoeft

Rebecca Morris Hoeft

IntraFi
Consultant
avatar for Andy Johnson

Andy Johnson

The Bank of Vernon
Chairman, Co-CEO, & CFO
avatar for David Johnson, Sr.

David Johnson, Sr.

BankPlus
Community Development Officer
avatar for Alex Jones

Alex Jones

United Bank
EVP
avatar for Glen Jones

Glen Jones

Southern Bancorp
Chairman of the Board
AJ

Aurelia Jones-Taylor

Southern Bancorp
Director
avatar for Michal Kornecki

Michal Kornecki

First Eagle Bank
Commercial Banking Officer
avatar for Bill Longbrake

Bill Longbrake

City First Bank, National Association
Director of the Board
avatar for Kit McCoy,CRCM

Kit McCoy,CRCM

Bank of Anguilla
VP
avatar for Luellen McPhail

Luellen McPhail

Merchants and Planters Bank
VP-Community Development Officer
avatar for Brenna Morlan

Brenna Morlan

First Southwest Bank
Community Outreach Director
avatar for Carlos Naudon

Carlos Naudon

Ponce Bank
President & CEO
avatar for Terra Neilson

Terra Neilson

Beneficial State Bank
Chief Impact Officer
avatar for David Nolan

David Nolan

Peoples Bank
Assistant Vice President
DO

Dami Odetola

NCB
Vice President
avatar for Nathan Pittman

Nathan Pittman

Southern Bancorp
Chief Brand Officer
avatar for David Reiling

David Reiling

Sunrise Banks
Chair & CEO
avatar for Akbar Rizvi

Akbar Rizvi

Spring Bank
CLO
avatar for Jamel Roberts

Jamel Roberts

Optus Bank
VP, Head of Investor Relations and Strategic Partnerships
avatar for Kimberly Roth

Kimberly Roth

Southern Bancorp
Executive Assistant to the CEO
avatar for Ben Sones

Ben Sones

Sones & White Consulting, LLC
Member
avatar for Melanie Stern

Melanie Stern

Spring Bank
VP CRA and Consumerloans
avatar for George Surgeon

George Surgeon

GSJ Advisors, Ltd.
President and CEO
avatar for Brandon Taylor

Brandon Taylor

Legacy Bank and Trust
CFO
avatar for Bryan Toft

Bryan Toft

Sunrise Banks
Chief Revenue Officer
avatar for Everett White

Everett White

Sones & White
Member
avatar for Catherine Higgins Whiteside

Catherine Higgins Whiteside

Sunrise Banks
SVP, Marketing & Communications
avatar for Darrin Williams

Darrin Williams

Southern Bancorp, Inc.
CEO
avatar for Melanee Woodard

Melanee Woodard

Industrial Bank
VP, Marketing
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