2009 Community Investing Conference

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   

session handout

   
9:45 a.m. Strategies for Program-Related Investing   

“The PRI Context”
Peter Berliner, PRI Makers Network

“Investments to Advance Mission”
Kathryn Dunn, Helen Bader Foundation

“Fostering Social Capital”
Kelly Lucas, Community Foundation of South Wood County

moderator: Vincent Lyles, M&I Community Development Corp.

  presenter bios   

session handouts

   
10:45 a.m. Networking
   
11:00 a.m. Impacts through Social Venture Capital   

“Double Bottom Line Returns”
Cory Nettles, Generation Growth Capital

“Transforming Rural Communities”
Karl Pnazek, Community Assets for People

moderator: Jeff Snell, Marquette University

  presenter bios   

session handouts

   
12:00 p.m. Luncheon Keynote:   

Mark Pinsky, Opportunity Finance Network
“Connecting the Dots Locally and Globally”

   
  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   

session handout

   
2:15 p.m. Taking Action   

“Uniting to Serve the Underserved”
Cliff Rosenthal, Nat’l Fed. of Community Dev. Credit Unions

“Leveraging Capital for Change”
Saurabh Narain, Nat’l Community Investment Fund

moderator: Wendy Baumann, WWBIC

  presenter bios   

session handout

   
  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   

session handout

   
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.