DEI & Access Summit, All In, November 2-4, 2022 Hybrid Event

All-in For Your Employees
All-in For Your Community

(Please note, the times below reflect Eastern Standard Time.)

November 2

Time Event
9 - 9:15 a.m. Opening Welcome - Miguel A. Polanco, Director, Office of Minority and Women Inclusion
9:15 - 10 a.m. Opening Speech - The Honorable Todd M. Harper, NCUA Chairman
10 - 10:10 a.m. Refreshments
10:10 - 11:30 a.m. Built to Last - How to Create a Sustainable DEI Effort in Your Credit Union
As DEI moves from being a "program" within an organization to becoming a strategic imperative for success in organizations, questions remain as to how to make DEI not only strategically important, but also durable into the future. From Maurice Smith's (former CUNA President) call to action to make Diversity and Inclusion the 8th Cooperative Principle to its operational implementation across credit unions, participants will hear about how DEI plays a role in helping credit unions survive and thrive by leveraging DEI initiatives and how to keep these initiatives relevant and growing over time.
11:30 a.m. - 1 p.m. The Honorable Kyle S. Hauptman (Lunch)
1 - 2 p.m. Concurrent Sessions

How to Engage and Support LGBTQ+ Employees Through Active Allyship
Allyship is a powerful way to support underrepresented communities and advocate for them. In this session, hear from credit union leaders and allies about what allyship looks like in practice and the impact that it has had in both their personal lives and the credit unions and members they serve.

The Honorable Todd M. Harper, Chairman NCUA

  • Damian Alarcon, Corporate Relations Manager, Travis Credit Union
  • Monica Belz, CEO, Kaua’i Credit Union
  • Linda Bodie, CEO, Element Credit Union
  • Juan Fernandez, Executive Director, New Mexico Credit Union League
  • Brandi Stankovic, COO/Chief Strategy Officer, CU Solutions Group
How Finfluencers are Reaching Minorities and the Unbanked Through Social Media
This session will showcase how minority financial influencers, “finfluencers,” are successfully engaging the unbanked and minority groups by providing practical and culturally relevant financial education. With millions of young followers, finfluencers have become some of the most sought-out content creators on the internet.

Natasha McAdoo, ACCESS Program Officer, NCUA

  • Markia Brown, Finfluencer, The Money Plug, Certified Financial Education Instructor
  • Giovanna "Gigi" Gonzalez, TikTok Influencer, Financial Educator & Speaker, The First Gen Mentor
  • Onjil McEachin, OCFP Director Division of Consumer Affairs, NCUA
2 - 2:15 p.m. Break
2:15 - 3:15 p.m. Concurrent Sessions

The State of DEI in the Credit Union Industry
Visit with us and our distinguished panel to take a closer look at DEI and what the data are telling us about its place and impact within the credit union industry. Join our panelists and listen to their insights and conclusions based on their study of DEI in credit unions.

Natasha Hewlett, Credit Union Diversity Program Manager

  • Jennifer Esperanza, Senior Director of Organizational Culture + Strategy, Coopera Consulting
  • Christie Kimbell, Chief Product Officer, Filene Research Institute
  • Lynn Smith, Quantum Governance
Appraisal Bias and Increasing Fair Access to Communities of Color
This session features a moderated dialogue on racial and ethnic biases in home valuations. The session explores homeowner challenges and trends for communities of color, while highlighting the PAVE (Property Appraisal and Valuation Equity) Task Force, an interagency initiative to combat bias in home appraisals.

Shameka Sutton, PAVE Representative

  • Vivian Li, Quantitative Analytics, Director, Fair Lending Analytics, Freddie Mac
  • Julienne Joseph, MBA, Deputy Assistant Secretary, Office of Single-Family Housing for FHA at US Department of Housing and Urban Development
  • James (Jim) R. Park, Executive Director, FFIEC Appraisal Subcommittee
3:15 - 3:30 p.m. Refreshments
3:30 - 4:30 p.m. Concurrent Sessions

How to Be an Inclusive Leader
Most CEOs and credit union board members in larger credit unions are white, males. For many in these positions, diversity, equity, and inclusion are words and principles that may not be familiar or easily translated into strategic and operational imperatives. Hear from credit union leaders about their journeys in both understanding and embracing diversity, equity, and inclusion within their organizations and how it has transformed their credit unions into successful financial institutions within their respective markets and communities.

Samira Salem, Vice President, Diversity, Equity and Inclusion, CUNA

  • Brian Best, President/CEO GTE Financial
  • Lynn Heckler, Director, Human Resources, PSCU
  • Chuck Purvis, CEO, Coastal Credit Union
  • Steve Stapp, CEO, Unitus Credit Union
Data and Analytics to Expand and Solidify Your Inclusion Efforts
As the financial services sector becomes more cluttered, from large institutions to fintechs, credit unions are feeling the competitive squeeze from a number of financial organizations and services. The solution is not to work "harder." The solution is to work "smarter" by leveraging the power of data and analytics to better target your market and service offerings. This session will come replete with tips and tricks on how to access and analyze this valuable data and ultimately focus your strategic and operational efforts to succeed.

Victoria Nahrwold, Associate Director Examination and Insurance, NCUA

  • Luis G. Dopico, Chief Economist, CUCollaborate
  • Moriah Taylor, Data Analyst, CUCollaborate
  • Cathie Mahon, President/CEO, Inclusiv
4:30 - 5:00 p.m. Break
5:00 - 6:30 p.m. Live reception - meet and greet

November 3

Time Event
9 - 9:30 a.m. Breakfast
9:30 - 9:35 a.m. Opening Welcome - Martha J. Ninichuk, Director, Office of Credit Union Resources and Expansion
9:35 - 9:55 a.m. Opening Speech - The Honorable Rodney E. Hood
9:55 - 10:10 a.m. Refreshments
10:10 - 11:30 a.m. Decoding the Allure of Cryptocurrency for the Unbanked and Minority Groups in America
This two-part session discusses why owning cryptocurrency is popular among Black consumers and minority segments of the U.S. population. While cryptocurrencies have the potential to meet underrepresented consumers’ expectations, they also pose risks to privacy and financial security. The second half of the session will cover common terms involving cryptocurrency and dive deeper into the risks with an overview of common trends and scams in cryptocurrency. This information will help front line staff and those who interact with members spot and prevent fraud.

Scott A. Hunt, Director, Office of National Examination, NCUA

  • Teri Bradford, Senior Payment Specialist, Federal Reserve Bank of Kansas City
  • Elizabeth Kwok, Assistant Director, Division of Litigation Technology & Analysis, Federal Trade Commission
  • Cristina Miranda, Division of Consumer and Business Education, Federal Trade Commission
11:30 a.m. - 1 p.m. Lunch

Overview of the Current Housing Market and Increasing Access to Homeownership
- Daryl Fairweather, Chief Economist, Redfin
Dr. Daryl Fairweather is the chief economist of Redfin. Her insights have been featured on 60 Minutes, CBS Evening News, The Today Show, as well as in the New York Times and Washington Post. Prior to joining Redfin she was a senior economist at Amazon working on problems related to employee engagement and managing a team of analysts. During the housing crisis, Daryl worked as a researcher at the Boston Fed studying why homeowners entered foreclosure. Daryl received her Bachelor's of Science from the Massachusetts Institute of Technology and received her Ph.D. and Master's degrees in economics at the University of Chicago where she specialized in behavioral economics.
1 - 2 p.m. Concurrent Sessions

DEI Includes Disabilities! How to Attract, Develop, and Retain Employees With Disabilities
DEI is often viewed through the lens of race and gender, and it skips past those with both visible and invisible disabilities. According to the Bureau of Labor Statistics, in 2021, 19.1% of persons with disabilities were employed vs. 63.7% for persons without a disability. This suggests PWDs might not be sought or considered equitably during the hiring process or as they enter new organizations. Explore with our experts how you can advance both equity and inclusion with this group and empower your credit union for success.

The Honorable Rodney E. Hood, NCUA Board Member

  • Kenyahda Cahoon, CEO, Democracy Credit Union
  • Thomas Foley, Director, National Disability Institute
  • Sue McCue, Credit Union House Managing Director, CUNA
  • Pamela Owens, Senior Vice President, Organizational Development & Capacity Building, Inclusiv
Helping the Unbanked and Underbanked Populations Build Credit
Credit unions can use responsible credit products to help underserved members build a relationship with a traditional financial service provider. Perceived difficulties (ITINs, standards of creditworthiness, examiner perception of risk) may not be the obstacles they are believed to be. Learn more about these customized lending products that meet the credit union’s business needs and provide affordable credit solutions for members.

Richard Romero, Board Chair, Inclusiv and CEO, Seattle Credit Union

  • Martin Eakes, CEO, Self-Help FCU
  • Jeanne Kucey, CEO, JetStream FCU
  • Scott McFarland, CEO, Honor Credit Union
2 - 2:15 p.m. Break
2:15 - 3:15 p.m. Concurrent Sessions

DEI Success Stories — How Credit Unions, Big and Small, Are Doing It
Organizations take various paths to serve their markets and find success.  However, few leverage DEI as a central strategy for approaching their markets and as a philosophy for doing well while doing good. Join us for a powerful panel discussion on success stories in DEI from credit unions that have done just that. From small to large, these credit unions have found their niche and thrived leading the way with DEI.

Larry Sewell, Vice President, Corporate Partnerships & Advocacy, Together CU

  • John Bissell, President and CEO, Greylock Federal Credit Union
  • Winnona Nava, Guadalupe Credit Union
  • Luis Pastor, CEO, Latino Credit Union
Successful Outreach Strategies in Reaching the Un- and Under-Banked: Meeting People Where They Are At
This panel will discuss unconventional outreach strategies credit unions can use to build trust with members of the unbanked and underbanked populations and how these outreach strategies can build membership and increase access to financial services.

Julie Siwicki, CED Adviser, Federal Reserve Bank of Atlanta

  • Michelle Dearholt, Executive VP, Nusenda Credit Union
  • Blanche Jackson, CEO, Stepping Stones Community FCU
  • Miranda Kennedy M.P.P. Director, ABLE National Resource Center, National Disability Institute
3:15 - 3:30 p.m. Refreshments
3:30 - 4:30 p.m. Concurrent Sessions

Equity in the Workplace
Tragic events over the past several years have raised the prominence of the term “equity.” Today, equity has found its place between both diversity and inclusion. But what exactly is equity and how does seeking it work within an organization? Although often confused with equality, equity is about fairness and creating an environment that allows diverse individuals and groups access to the same outcomes. This session will help participants understand why equity is important in the workplace, how to detect inequities, and how to mitigate their negative impact to our workforce and organizational culture.

Teresa Bazemore, President & CEO, Federal Home Loan Bank of San Francisco

  • Angela Russell, Chief Diversity Officer, CUNA Mutual
  • Renee Sattiewhite, CEO African American Credit Union Coalition
Increasing Financial Inclusion and Attracting New Members Through Prize-Incentivized Savings Accounts
Credit unions encourage members to save and Prize-Linked Savings Accounts are proven to be exceptionally effective in motivating account holders to build positive financial behaviors. This session will feature insight and research into how prizes motivate people to open accounts, start saving, and build savings habits.

Charvi Gandotra, Senior Strategy and Innovation Manager, Commonwealth

  • Dawn Dunkelberger, VP Financial Services, North Memorial FCU
  • Ben Hearing, Director of Engagement, Minnesota Credit Union Network
  • Francis Santana, SVP Retail Operations & Business Development, Neighborhood Credit Union
4:30 - 4:40 p.m. Break
4:40 - 5:10 p.m. Call to Action - Michael Hsu, Acting Comptroller, Office of the Comptroller of the Currency

 November 4

Time Event
9 - 9:05 a.m. Opening Welcome - Natasha McAdoo, ACCESS Program Officer
9:05 - 9:35 a.m. MDI Landscape, Challenges and Opportunities
9:35 - 10:25 a.m. MDIs Lets Talk
10:25 - 10:40 a.m. BREAK
10:40 - 10:55 a.m. The Financial Health Needs for All
10:55 - 11:30 a.m. DEI Efforts and Racial Economic Equality Incubator
11:30 - 11:55 a.m. Financial Health MAP to Build Equitable Strategies
11:55 a.m. - 12 p.m. Closing Remarks


Questions? Contact the Office of Minority and Women Inclusion at or 703.518.1650.

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