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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
Venue: National Housing Center (NHC) Auditorium clear filter
Wednesday, June 4
 

8:00am EDT

ECIP Office Hours
Wednesday June 4, 2025 8:00am - 5:00pm EDT
Wednesday June 4, 2025 8:00am - 5:00pm EDT
National Housing Center (NHC) Auditorium

8:30am EDT

Welcome
Wednesday June 4, 2025 8:30am - 8:45am EDT
Wednesday June 4, 2025 8:30am - 8:45am EDT
National Housing Center (NHC) Auditorium

8:45am EDT

Opening Keynote
Wednesday June 4, 2025 8:45am - 9:30am EDT
Wednesday June 4, 2025 8:45am - 9:30am EDT
National Housing Center (NHC) Auditorium

9:30am EDT

Opening Plenary: Navigating a Rapidly Changing Economic & Policy Landscape
Wednesday June 4, 2025 9:30am - 10:45am EDT
As economic and policy shifts accelerate at both national and global levels, how can community development financial institutions remain nimble and effective? This opening plenary brings together top voices in economic policy and journalism to unpack the most pressing trends shaping the financial services sector. Together, they’ll explore what lies ahead—and what it means for mission-driven finance.
Wednesday June 4, 2025 9:30am - 10:45am EDT
National Housing Center (NHC) Auditorium

11:00am EDT

Banking in the Middle of a Culture War
Wednesday June 4, 2025 11:00am - 12:15pm EDT
Financial institutions are increasingly caught in the crossfire of today’s polarized political environment—facing pressure from all sides on issues ranging from ESG investing to DEI commitments. This session will examine how banks and policy advocates are navigating reputational, regulatory, and operational risks in an era of heightened cultural scrutiny. The discussion will explore legal, political, and communications strategies to stay mission-aligned while under the microscope.
Wednesday June 4, 2025 11:00am - 12:15pm EDT
National Housing Center (NHC) Auditorium

1:30pm EDT

Bank Innovation Lab
Wednesday June 4, 2025 1:30pm - 3:00pm EDT
An interactive session showcasing innovative banking solutions.
  • Carver Federal Savings Bank, Micro Loan Program (Lloyd Doaman)
  • Gateway First Bank, Opportunities in housing / secondary markets (Bruce Schultz)
  • Scale Link, Secondary Market for Micro Loans (Charlie Probus)
  • BankerBounty, employee-driven referral program designed exclusively for banks (William Stabler)
  • Bags, Accounting and finance platform for small business. (Presenter TBD)
  • Posh, Conversational AI platform that automates contacts center and help desk FAQs, and related workflows. (Presenter TBD)
  • Momentus Securities/RBC, Dedicated mutual fund to accelerate purchase of guaranteed portion of CDFI originated SBA  7(a) loans. (Presenter TBD)
Wednesday June 4, 2025 1:30pm - 3:00pm EDT
National Housing Center (NHC) Auditorium

4:15pm EDT

Fireside Chat with Treasury Deputy Secretary Michael Faulkender
Wednesday June 4, 2025 4:15pm - 5:00pm EDT
Join us for a candid conversation with U.S. Treasury Deputy Secretary Michael Faulkender on the federal government’s evolving role in community finance. This fireside chat will explore Treasury’s priorities related to economic growth, access to capital, and the regulatory landscape impacting mission-driven banks. Gain insight into how current policy decisions may shape the future of community development and what opportunities lie ahead for CDFIs and MDIs.
Speaker
avatar for Deputy Secretary Michael Faulkender

Deputy Secretary Michael Faulkender

Deputy Secretary of the Treasury, United States Treasury
Dr. Michael Faulkender serves as the 16th Deputy Secretary of the U.S. Treasury. In this role, Dr. Faulkender serves as the Chief Operating Officer of the Department, and oversees the formulation and implementation of Treasury policies and programs. Previously, he served as the Dean’s... Read More →
Wednesday June 4, 2025 4:15pm - 5:00pm EDT
National Housing Center (NHC) Auditorium
 
Thursday, June 5
 

8:30am EDT

9:00am EDT

Keynote Address: Congressman French Hill
Thursday June 5, 2025 9:00am - 9:30am EDT
Congressman French Hill will deliver a keynote address on the evolving financial services landscape and the role of mission-driven banks in advancing economic opportunity. As Chairman of the House Financial Services Committee, Congressman Hill brings a unique perspective on innovation, regulation, and economic opportunity. Attendees will gain insight into the legislative priorities shaping the future of community development finance.
Speaker
avatar for Congressman French Hill

Congressman French Hill

Chairman of House Financial Services Committee, House of Representatives
Congressman French Hill has represented Arkansas’s Second Congressional District since January 2015. He currently serves as Chairman of the House Financial Services Committee in the 119th Congress. In the 118th Congress, Chairman Hill served as the Committee’s Vice Chairman and... Read More →
Thursday June 5, 2025 9:00am - 9:30am EDT
National Housing Center (NHC) Auditorium

10:00am EDT

Fireside Chat
Thursday June 5, 2025 10:00am - 10:45am EDT
Thursday June 5, 2025 10:00am - 10:45am EDT
National Housing Center (NHC) Auditorium

2:45pm EDT

Closing Keynote
Thursday June 5, 2025 2:45pm - 3:15pm EDT
Thursday June 5, 2025 2:45pm - 3:15pm EDT
National Housing Center (NHC) Auditorium

3:15pm EDT

 
2025 CDBA Peer Forum
From $175.00
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