Novogradac Diversity, Equity and Inclusion Summit

Wednesday, January 18, 2023, 9 a.m. – 4 p.m.

Novogradac’s first Diversity, Equity and Inclusion Summit aims to give attendees an increased understanding of the context and history for how we (as individuals, organizations, an industry) got here and why it's important for business growth to work towards positive change.

The day will consist of teaching the history that has gotten us to a point of taking action, ways to diversify the NMTC ecosystem, and DEI impact measurement for ESG, concluding with a personalized group discussion for implementing what you learned back into your organization and community.

Separate registration is required for this summit. The cost is $250 with conference registration and $350 for the summit only.

Agenda

(Agenda subject to change. All times in Pacific Time. Please find CPE info HERE.)

8-9 a.m.

Breakfast

9-9:05 a.m.

Summit Welcome

Blair Kincer

Retired Partner

Novogradac

9:05-10:30 a.m.

Opening Plenary: Establishing the Foundation

Participate in a level-setting workshop and discussion centered on shared language around diversity, equity and inclusion, the context and history around why we need to be centering DEI in our organizations, and prompts for reflection throughout the day. This workshop will help you understand how we got here and where we may be going.

Amy Hook

Chief Social Impact Officer
Novogradac

Najah Adams

Training Program Manager
U.S. Bancorp Community Development Corporation

Claire Schell

AVP, Director of Employee Experience

U.S. Bancorp Community Development Corporation

Kermit Billups

Executive Vice President

Greenline Ventures

 

10:30-11 a.m.

Break

11 a.m.-Noon

Increasing Access & Representation

An expert panel addresses the importance of access and representation to ensure BIPOC professionals gain a foothold in our industry – specifically what each of our organizations can do to support change. Get a deeper understanding of systematic barriers to representation in the NMTC industry and hear how panelists have worked through them and have begun to do things differently in their work.

Stefanie Singer

General Counsel & Chief Risk Officer

Novogradac

Lee Winslett

Vice President

Wells Fargo

Kareem Thomas 

Managing Director, Credit & Portfolio Management
Reinvestment Fund

Roz Billups

Executive Director 
Open Access

Noon-1:30 p.m.

Lunch

1:30-2:30 p.m.

Driving Accountability

Getting buy-in around DEI is a first step, but to drive real change, especially for those who have been historically marginalized, progress needs to be measured and accountability established. Hear more about how a variety of organizations are measuring impact – including connections to environmental, social and governance issues, relationship-building and how we’ll ensure long-term systemic change.

Elaine Chang

Partner
Novogradac

Rekha Chiruvolu

Chief Diversity, Equity & Inclusion Officer

Nixon Peabody

Phillip Sangokoya

Director of Business Impact Integration

U.S. Bancorp Community Development Corporation

Bridget Chisholm

Managing Partner
BWC Consulting

2:30-3 p.m.

Break

3-4 p.m.

Creating Solutions, Taking Action

Participate in a roundtable discussion with other attendees, where you’ll debrief your learnings from the day and identify specific actions you and your organization can take.

Laura Vowell, Speaker

Director of Business Development

U.S. Bancorp Community Development Corporation

Robert K. Jenkins Jr., Speaker

Senior Managing Director

Renaissance Equity Partners LLC

Kyle Walton, Speaker

Founder & President

Classic Lake LLC

Yanderi Montano, Speaker 

Director 

Monge Capital

 

Kermit Billups, Roundtable Facilitator

Executive Vice President
Greenline Ventures

Randy Kahn, Roundtable Facilitator
Greenline Ventures

Claire Schell, Roundtable Facilitator

AVP, Director of Employee Experience
U.S. Bancorp Community Development Corporation

Najah Adams, Roundtable Facilitator

Training Program Manager
U.S. Bancorp Community Development Corporation

Phillip Sangokoya, Roundtable Facilitator

Director of Business Impact Integration
U.S. Bancorp Community Development Corporation

Rekha Chiruvolu, Roundtable Facilitator

Chief Diversity, Equity & Inclusion Officer
Nixon Peabody LLP

Sonia Nayak, Roundtable Facilitator

Partner
Nixon Peabody LLP

Lee Winslett, Roundtable Facilitator

Vice President
Wells Fargo

Cody Rogers, Roundtable Facilitator

Partner
Stinson LLP

Amy Hook, Roundtable Facilitator

Chief Social Impact Officer
Novogradac

4-5 p.m.

Open Access Reception