
It was an information-rich day with engaged participants at the Marriott Madison West. The conference allowed for excellent discussion about different ways to access community investing options and how to make investing decisions that align social impact with financial return.
Download Conference Materials
Download a PDF of all presenter & facilitator bios.
Download a PDF of all available handouts.
Download a PDF of the conference program.
Download the list of attendees.
You may also access the “tweetscript” through our @forwardci profile or by searching #cicmsn on Twitter.
You can see a few snapshots from the event here.
Conference Agenda
| 7:30 a.m. |
Registration begins. Exhibits open. |
| 8:00 a.m. |
Welcome |
| 8:15 a.m. | The Viability of Community Investing
Calvin Holmes, Chicago Community Loan Fund |
| presenter bio | |
| 9:00 a.m. | Networking |
| 9:15 a.m. | The Context of Community Investing
Shari Berenbach, Calvert Foundation |
| presenter bio | |
| 9:45 a.m. | Strategies for Program-Related Investing
“The PRI Context” “Investments to Advance Mission” “Fostering Social Capital” moderator: Vincent Lyles, M&I Community Development Corp. |
| presenter bios | |
| 10:45 a.m. | Networking |
| 11:00 a.m. | Impacts through Social Venture Capital
“Double Bottom Line Returns” “Transforming Rural Communities” moderator: Jeff Snell, Marquette University |
| presenter bios | |
| 12:00 p.m. | Luncheon Keynote:
Mark Pinsky, Opportunity Finance Network |
| presenter bio | |
| 1:00 p.m. | Networking |
| 1:15 p.m. | Integrating Mission & Values with Investment Strategies
“Realities & Rewards” Rev. Michael Crosby, Interfaith Center on Corporate Responsibility “Aligning Value & Values” Sr. Corinne Florek, Mercy Partnership Fund moderator: Carmen Porco, Porco Consulting Services |
| presenter bios | |
| 2:15 p.m. | Taking Action
“Uniting to Serve the Underserved” “Leveraging Capital for Change” moderator: Wendy Baumann, WWBIC |
| presenter bios | |
| Ms. Flavia Romero from Microplace was unable to present at the conference due to illness, yet her handouts are provided here as reference for your information. | |
| 3:15 p.m. | Networking |
| 3:30 p.m. | The Soundness of Community Investing
Christa Velasquez, The Annie E. Casey Foundation |
| presenter bio | |
| 4:15 p.m. | Making A Commitment to Community |
| 4:30 p.m. | Event concludes. Exhibits close. |
Conference presenter: Forward Community Investments. Conference sponsors: Wisconsin Business Development Finance Corporation, Helen Bader Foundation, Milwaukee Economic Development Corporation, Housing Ministries of American Baptists in Wisconsin, Madison Gas & Electric Company, Federal Home Loan Bank of Chicago, First Affirmative Financial Network, WE Energies, Wegner CPAs & Consultants, Scholz Nonprofit Law, Custer Financial Services, Madison Magazine, Timpano Group and Wisconsin Council of Church.