The Federal Deposit Insurance Corporation (FDIC), the Federal Reserve Bank of San Francisco (FRB-SF), and the Office of the Comptroller of the Currency (OCC) are collaborating to host a California Financial Inclusion Forum in Sacramento, CA. The event aims to encourage expanded access to financial services for underserved communities in California. The event will showcase a range of credit products offered by banks and community development financial institutions (CDFIs) to help low- and moderate-income individuals build wealth, including through the purchase of homes or financing of small businesses.
Presenters:
- Elizabeth Smith, Deputy Commissioner of Public Affairs, California Department of Financial Protection & Innovation
 - Esmeralda Lopez, California State Advocacy Director, UnidosUS
 - Pablo DeFilippi, Executive Vice President, Inclusive
 - Jose Arrellano, Director, Self-Help Federal Credit Union
 - Luz Urritia, Chief Executive Officer, Accion Opportunity Fund
 - Brett Melone, Director of Lending, California FarmLink
 - Ronald Milsap, Director, U.S. Zero Barriers to Business, BMO Harris Bank National Association
 - Victor Ramirez, SVP, CRA and Fair & Responsible Banking, Beneficial State Bank
 - Leilani Barnett, Senior Outreach Manager, FRB-SF
 - Anna Cheong, Community Affairs Officer, OCC
 - Luke W. Reynolds, Regional Manager, San Francisco Community Affairs, FDIC
 - Spike Keil, Community Affairs Specialist, FDIC
 
Who should attend:
Financial institutions, nonprofits, government agencies, and others providing products and services to underserved communities in California.
Registration Information:
To register online, click REGISTER and fill out the needed information. You will receive a confirmation email once completed.
Contact Information:
If you have any questions about the event, please email Spike Keil at chkeil@fdic.gov.
Additional Resources:
- FDIC FIL: Collecting Identifying Information Required Under the Customer Identification Program (CIP) Rule
 - FDIC Strategies for Community Banks to Develop Partnerships with Community Development Financial Institutions
 - FDIC National Survey of Unbanked and Underbanked Households
 - FDIC #GetBanked Campaign
 - FDIC CRA Resources
 
