3rd Annual Native CDFI Capital Access Convening

Wednesday, 13 June 2018 2:00 PM - Thursday, 14 June 2018 5:00 PM MST

800 Asilomar Ave, Pacific Grove, CA, 9395, United States

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Wednesday, 13 June 2018 2:00 PM - Thursday, 14 June 2018 5:00 PM MST

Asilomar Hotel & Conference Grounds, 800 Asilomar Ave, Pacific Grove, CA, 9395, United States.

At this convening, First Nations Oweesta Corporation and partners will be working with Native CDFIs to build organizational capacity to access capital (June 12 & 13). We are also holding a special, closed door session for potential funders and investors June 13 (from 2-5pm), where we can organize strategic discussions around focusing capital in Native communities and Native CDFIs. June 14th, we will be hosting a full networking day with Native CDFIs, funders, and investors to learn more about opportunities to bring more capital to Native communities and facilitate a large group networking session.  

If you are a funder or investor interested in working more closely with, funding, or investing in Native CDFIs and communities, we urge you to join us June 13th and 14th in Pacific Grove, CA.

*If you are only able to attend on one of the days listed, we welcome you to attend either day that works for your schedule. We also invite you to arrive earlier on June 13th if you are interested in our capacity building efforts for accessing capital in Native communities on behalf of the Native CDFI industry (please email Heather Rademacher Taylor at heather@oweesta.org if you are interested in doing so). 

Cancellation policy

If your plans change and you are unable to attend, please email Heather Rademacher Taylor at heather@oweesta.org to update your registration. 

First Nations Oweesta Corporation

www.oweesta.org

First Nations Oweesta Corporation is the only national, Native CDFI intermediary and supports economic growth in Native communities through the creation, development, and capitalization of Community Development Financial Institutions.

Contact the Organizer

Andrew W. Gordon
Arizona Market President, Clearinghouse CDFI

Andrew Gordon is Arizona Market President at Clearinghouse CDFI and is a member of the Executive Team. Clearinghouse CDFI serves CA, NV, AZ, NM and Indian Country in Western U.S. and provides support to Clearinghouse CDFI’s Native American Advisory Board. Prior to Clearinghouse CDFI, Mr. Gordon was the founding President of Arizona MultiBank CDC, the heritage nonprofit CDFI that served Arizona for over 24 years and preceded the new Arizona MultiBank, a Division of Clearinghouse CDFI.

www.azmultibank.com

About Andrew W. Gordon

Arizona Market President, Clearinghouse CDFI
Joel D. Smith
Senior Vice President and Chief Credit Officer, Native American Bank

Joel Smith has served as the SVP and Chief Credit Officer of Native American Bank since 2013. He is an enrolled member of the Caddo Nation of Oklahoma and has 14 years of experience in commercial credit, lending, and management. Joel worked as a credit officer and credit examiner at CoBank, a $100 Billion farm credit institution, for the five years prior to rejoining NAB. Joel also spent four years working at NAB in credit and as an AVP of Business Development ending in 2008.

http://www.nabna.com/

About Joel D. Smith

Senior Vice President and Chief Credit Officer, Native American Bank
Kevin Walker
President & CEO, Northwest Area Foundation

Kevin leads the organization’s efforts to champion programs that increase good jobs and increase financial capability for low-income people in the Foundation’s service region. Under Kevin’s leadership, the Foundation is developing and implementing strategic grant-making initiatives. He also is guiding the organization’s commitment to target 40 percent of its annual giving to Native-led organizations and advance efforts to increase mainstream philanthropy’s engagement with Indian Country.

https://www.nwaf.org/

About Kevin Walker

President & CEO, Northwest Area Foundation
Chrystel Cornelius
Executive Director, First Nations Oweesta Corporation

Chrystel Cornelius is the Executive Director of First Nations Oweesta Corporation and has 19 years of experience working in the Native economic development field. She is an enrolled member of the Oneida Nation of Wisconsin and a member of the Turtle Mountain Band of Chippewa Indians in North Dakota. Ms. Cornelius was also the founding Executive Director of the Turtle Mountain CDFI, in Belcourt, North Dakota and a founding steering committee/Board member for the Native CDFI Network.

www.oweesta.org

About Chrystel Cornelius

Executive Director, First Nations Oweesta Corporation
Nikki Foster
Program Officer, Northwest Area Foundation

After her master’s in applied sociology from American University, Nikki focused on research and dissemination of information to help propel housing policy proposals, legislation, and poverty-reduction models and tools. At the Foundation, she uncovers unmet needs in the Foundation’s region and recommends ways to address needs. She also identifies prospective grantees; solicits/reviews proposals; and facilitates partnerships between the Foundation, grant seekers, grant recipients and community.

https://www.nwaf.org/

About Nikki Foster

Program Officer, Northwest Area Foundation
Ted Piccolo
Executive Director, Northwest Native Development Fund

Ted Piccolo is the founding Executive Director of the Northwest Native Development Fund. NNDF was founded in 2009 and currently has a loan portfolio of $2 Million Dollars with loans to the Colville Tribe, area small businesses and anti-payday loans. The NNDF has 5 full time staff people and serves Eastern Washington State. Mr. Piccolo currently sits on the Board of the CDFI Coalition and is a former Board Chairman for the Native CDFI Network and Board member of ONABEN.

https://thenndf.org/

About Ted Piccolo

Executive Director, Northwest Native Development Fund
Little Fawn Boland
Board Member, Travois

Little Fawn Boland (Piro/Manso/Tiwa Indian Tribe of the Pueblo of San Juan de Guadalupe in New Mexico) is a Travois Board member and partner at Ceiba Legal LLP, where she represents tribal governments, tribal entities, individual Native Americans, and businesses partnering with tribes. She has worked on the legal side of economic development projects since 2005, and through this work, she gained direct experience applying the New Markets Tax Credit program in Indian Country.

https://travois.com/

About Little Fawn Boland

Board Member, Travois
Lakota Vogel
Executive Director, Four Bands Community Fund

As Executive Director, Lakota has been involved with all aspects of capital raising and deploying funds to borrowers. Lakota has over 7 years experience raising/deploying capital to low-income, Native American communities. Prior to her role as Executive Director, she served as Assistant Director and supported fund development strategies. Since 2015, she has attracted over $7.5 million to Four Bands Community Fund and deployed $4.5 million in capital to low income, Native American communities.

http://fourbands.org/

About Lakota Vogel

Executive Director, Four Bands Community Fund
Robin Danner
Council for Native Hawaiian Advancement

Robin Danner is Native Hawaiian from Kauai. She is the founding President and CEO of the Council for Native Hawaiian Advancement (CNHA), a nonprofit dedicated to supporting Native Hawaiian communities and the organizations that serve them. Danner has extensive management experience in the nonprofit, business and government sectors, including VP of the National Bank of Alaska; Executive Director of an Indian Housing Authority; and Director of Housing for a municipal government in Alaska.

http://www.hawaiiancouncil.org/

About Robin Danner

Council for Native Hawaiian Advancement
Kevin Walker
President & CEO, Northwest Area Foundation

About Kevin Walker

President & CEO, Northwest Area Foundation

About NeighborWorks America

http://www.neighborworks.org/ Sponsor Logo

About Native American Bank

http://www.nabna.com/ Sponsor Logo

About Clearinghouse CDFI

https://www.clearinghousecdfi.com/ Sponsor Logo

About Administration for Native Americans

https://www.acf.hhs.gov/ana Sponsor Logo

About Prosperity Now

https://prosperitynow.org/ Sponsor Logo

About Northwest Area Foundation

https://www.nwaf.org Sponsor Logo

About Federal Home Loan Bank of Des Moines

https://www.fhlbdm.com/ Sponsor Logo

Sessions on Jun 13, 2018

02:00 PM
Funder/Investor

Closed Door Funder/Investor Session: Investing in Native Communities

02:00 PM - 05:00 PMMarlin Room

Sessions on Jun 14, 2018

07:00 AM
General Session

Breakfast

07:00 AM - 07:45 AMCrocker Hall
08:00 AM
General Session

Welcome & Opening Plenary

08:00 AM - 09:45 AMChapel
  • Kevin Walker

    President & CEO, Northwest Area Foundation

10:00 AM
General Session

Panel Discussion & "Manatee Tank"

10:00 AM - 12:00 PMChapel
12:00 PM
General Session

Lunch

12:00 PM - 01:00 PMCrocker Hall
01:15 PM
General Session

Facilitated Networking Time: Funders, Investors, Native CDFIs

01:15 PM - 04:15 PMSeascape Hall
04:15 PM
General Session

Closing Plenary

04:15 PM - 05:00 PMSeascape Hall
07:00 PM
General Session

OPTIONAL: Talking Circle (Open to Funders, Investors, and Native CDFIs)

07:00 PM - 08:30 PMSeascape Hall
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