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MDI Partnership Summits

Program | MDI Partnership Summits

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2023 Schedule

All times in ET.

Come find out how you can support wealth creation and economic opportunity for all Americans at the MDI Partnership Summit taking place after ABA’s Conference for Community Bankers.

Through tactical discussions and networking opportunities, delve into best practices for forging mutually beneficial, long-term partnerships between MDIs and larger banks. Hear from those who have had success, understand how to tackle common challenges and examine the business and regulatory benefits of partnerships.

  • Tuesday, February 14

  • Wednesday, February 15

Tuesday, February 14

4:30 PM - 6:30PM

Reception

Wednesday, February 15

7:30 AM – 8:30 AM

Breakfast

8:30 AM – 8:45 AM

Welcome and Introductions

  • Bryan Luke, ABA MDIAC Chair; President and CEO, Hawaii National Bank  

8:45 AM – 9:15 AM

Creating Mutually-Beneficial Long-Term Partnerships

A keynote address on best practices for creating sustainable and enduring partnerships.

  • Kenneth Kelly, Chairman and CEO, First Independence Bank
  • Naomi Camper, Chief Policy Officer, American Bankers Association

9:15 AM – 10:00 AM

Deposit Placement

Learn about different tools and approaches to facilitate reciprocal deposit placement in MDI banks, and the associated CRA benefits.

  • Steve Kinner, Senior Managing Director, IntraFi
  • Dan Letendre, Managing Director, Bank of America
  • Dominik Mjartan, President and CEO, Optus Bank
  • Carlos Naudon, President and CEO, Ponce Bank

10:00 AM – 10:15 AM

Break

10:15 AM – 11:00 AM

Loan Participations: What Works and Doesn’t Work

This session will discuss how to structure loan participations for maximum benefit for all partners, as well as opportunities for “reverse” syndications with MDIs.

  • Jonathan Jacob, Head of MDI & Strategic Client Partnerships, Wells Fargo
  • Thomas Ogaard, President and CEO, Native American Bank
  • Evelyn Smalls, President and CEO, United Bank of Philadelphia

11:00 AM – 11:30 AM

Lightning Round: How To…

Get step-by-step instructions on how to implement specific partnership models.

  • Opening Your ATM Network to MDI Partners
    • Wendi Boyen, Community Advocacy and Financial Wellness, Regions Bank
  • Supporting Branching into New Markets
    • Hideo Core, Senior Vice President, Fifth Third Bank

11:30 AM – 11:55 AM

Open Mic Session

The floor is yours. Pose a question to the group, share information about programs your bank offers or needs your bank is trying to address, solicit feedback or highlight challenges.

  • Moderator: Nicole A. Elam, Esq., President and CEO, National Bankers Association

11:55 AM – 12:00 PM

Closing Remarks/Session/Next Steps

  • Nicole Elam, Esq., President and CEO, National Bankers Association
This program is subject to change. Please bookmark this page to check for continuing updates. Read ABA Conference and School Policies to help answer additional questions.