Housing and Banking Summit 2007 Agenda

Turning Talk Into Action Agenda Renaissance Chicago Hotel One West Wacker Dr, Chicago, IL 60601

December 5th-7th, 2007

Wednesday, December 5th

Chicago Neighborhood Bus Tours 1:00 pm: Austin 1:30 pm: Uptown 2:00 pm: Cabrini Green

Three separate bus tours depart for three distinct Chicago neighborhoods with impressive stories to tell of challenges, changes and hope. These eye-opening tours are an indispensable way to illustrate conference topics.

Tours depart from in front of the Chicago Renaissance Hotel. Please meet in the front lobby 15 minutes prior to departure.

Turning Talk into Action: Welcome Reception 6:00 pm – 9:00 pm Grand Ballroom Foyer, Renaissance Chicago Hotel

Robert Levin, Fannie Mae, Executive Vice President and Chief Business Officer

Celebrate the 30th Anniversary of the Community Reinvestment Act with many of the people responsible for making it happen! Also, find out what NTIC has in store for the next 30 years! NTIC will be awarding this year’s red jacket awards.

Refreshments provided.

Thursday, December 6 th

8:30 am -10:30 am Breakfast Plenary-GRAND BALLROOM “Lessons Learned: The Future of Subprime Lending”

Moderator: Vikas Bajaj, Staff Writer, New York Times

Panelists: Martin D. Eakes, CEO, Self-Help Ronald Faris, President, Ocwen Financial Corporation Inez Killingsworth, Community Leader, Empowering & Strengthening Ohio’s People Carl Malone, Business Development Manager, Harris Trust and Savings Bank Jim Rokakis, Treasurer, Cuyahoga County

11:00 am -12:15 pm Concurrent Workshop Sessions

 Banking the Unbanked: The Present and Future of Non-Traditional Credit-LASALLE

Moderator: Michael A. Turner, Ph.D., President, Political and Economic Research Council

Panelists: Geoff Cooper, Director of Emerging Markets, MGIC Investment Corp. Michael Frias, Community Affairs Officer, FDIC Howard Lipkin, Group Director, Credit Policy and Lending, HSBC Retail Credit Management Leonard Simpser, Managing Director, HNMA Chet Wiermanski, Group Vice President, Trans Union

 Financing Models for Preserving HUD Assisted Housing-MICHIGAN

Moderator: Tracy Kaufman, Director, National Preservation Initiative, National Housing Trust

Panelists: Sara Garland, Director, Multi- Family Affordable Housing, Fannie Mae Dina Levy, Director of Organizing and Policy, Urban Homesteading Assistance Board Bruce Martin, Senior Vice President, JP Morgan Chase Ted Toon, Deputy Assistant Secretary, Office of Affordable Housing Preservation-HUD  The Nuts and Bolts of Being a Non-for-Profit Mortgage Broker-DEARBORN

Moderator: Steven Hornburg, Principal and Emerging Community Markets

Panelists: Tom Callahan, Executive Director, Massachusetts Affordable Housing Alliance Trevor Grant, Senior Business Development Consultant, Fannie Mae Jeff Lazerson, President, Mortgage Grader, Inc.

 Local Strategies to Increase Affordable Housing- CUISINES

Moderator: Mary Brooks, Trust Fund Project, CCC

Panelists: Rev. Liala, Beukema, Leader, Lakeview Action Coalition Catherine Bishop, Staff Attorney, National Housing Law Project Jonathan Brahn, Leader, Kalamazoo Homeless Action Network Linda Couch, Deputy Director, National Low Income Housing Coalition William Pluta, Director, Office of Housing Coordination Services, Illinois Housing Development Authority Allen Rodriguez, Senior Vice President and Director, Community Affairs, Charter One Bank Allen Wesolowski, Leader, Lakeview Action Coalition

12:15 pm - 12:30 pm Break 12:30 pm – 2:30 pm Luncheon Plenary-GRAND BALLROOM “Turning Talk Into Action: NTIC Task Force Recommendations”

Panelists: Rev. Eugene Barnes, Vice President/Executive Director, Metanoia Centers Heidi Coppola, Director, Mortgage Finance, Citigroup Global Markets Marilyn Evans, Executive Director, Communities United for Action Mary Morstadt, Senior Vice President, Specialty Lending/Emerging Markets, National City Mortgage Aracely Panameno, Director of Latino Affairs, Center for Responsible Lending Jack Porter, Volunteer, Central Illinois Organizing Project

2:45 pm - 4:45 pm Concurrent Workshop Sessions  The Next 30 years of the CRA-DEARBORN

Moderator: Warren Traiger, Partner, Traiger & Hinckley LLP

Panelists: Gordon Hellwig, Vice President for Real Estate Lending and Manager, Latino Development Initiative, Shore Bank Brenda LaBlanc, Community Leader, Iowa CCI Barry Wides, Deputy Comptroller, Office of the Comptroller of the Currency Mark Willis, Executive Vice President, JP Morgan Chase

 Strategies to Avoid Foreclosure and Keep People in their Homes-CUISINES

Moderator: Bruce Gottschall, Executive Director, Neighborhood Housing Services Panelists: Barbara Anderson, Treasurer, Empowering & Strengthening Ohio’s People Kathleen Keest, Senior Policy Counsel, Center for Responsible Lending Jeff Lazerson, President, Mortgage Grader, Inc. Larry Litton, President and CEO, Litton Loan Services Catherine McClary, CDFO, Treasurer, Wastenaw County

 Payday Lending: A Bad Deal for All-LASALLE

Moderator: Jean Ann Fox, Director of Consumer Protection, Consumer Federation of America

Panelists: Glenn Brewer, Community Affairs Specialist, FDIC Rickie Coleman, President and Active Leader, Sunflower Community Action Kimberly Gartner, Associate Director, Center for Financial Services Innovation Pete Koneazny, Litigation Director, Legal Aid Society of Milwaukee

 The Crisis of Housing for Low-Income Families- MICHIGAN

Moderator: Vimarie Quinones, Hartford Organizing for Power

Panelists: Barbara Sard, Director of Housing Policy, Center on Budget and Policy Priorities Carol Steele, Coalition to Protect Public Housing Sunia Zaterman, Executive Director, Council of Large PHAs Friday, December 7 th

8:00 am – 9:00 am Continental Breakfast - FOYER

9:00 am – 10:15 am Keynote Session: TBA-GRAND BALLROOM

10:30 am – 12:00 pm Concurrent Workshop Sessions

 The Effect of a Decade of Welfare Reform on Housing-DEARBORN

Moderator: Damaris Reyes, Good Old Lower East Side

Panelists: Victor Bach, Ph.D., Senior Housing Policy Analyst, Community Service Society of New York Catherine Bishop, Staff Attorney, National Housing Law Project Deborah Hernandez, Deputy Assistant Secretary for Public Indian Housing-HUD Janet Smith, President and CEO, Voorhees Center for Neighborhoods, UIC

 Mortgage-Backed Securities 101: How does this impact my loan?-MICHIGAN

Moderator: Alyssa Katz, Journalist, New York University & Pratt Center

Panelists: Sister Barbara Busch, Executive Director, Working in Neighborhoods Patricia A. McCoy, George J. and Helen M. England Professor of Law, University of Connecticut School of Law Alan White, Professor, Valparaiso School of Law Barry Zigas, Principal, Zigas and Associates, LLC

 Models of Tenant Ownership-CUISINES Moderator: Michael Kane, Executive Director, National Alliance of HUD Tenants

Panelists: Mark Fick, Senior Loan/Program Officer, Chicago Community Loan Fund George Gilmore, Senior Project Manager, U.S. Department of Housing and Development Bill Howard, President, First Community Land Trust of Chicago Alicia Magallanez, Carmen Marine Leader, ONE Mary Lou Symmes, Board President, Alliance to Develop Power(ADP)

 Fair Lending Best Practices-LA SALLE

Moderator: Lisa Rice, Vice President, National Fair Housing Alliance

Panelists: James Anderson, Vice President and Counsel, ACC Holdings Phillip Black, Vice President, Blackfour, Inc. Calvin Bradford, President, Calvin Bradford and Associates Cathy Cloud, Vice President, National Fair Housing Alliance Raymond Snytsheuvel, Vice President, Risk Management and General Counsel, Bohan Group, LLC Susan M. Camp Stocks, Associate General Counsel,Freddie Mac