Project REACh Financial Inclusion Summit

The Office of the Comptroller of the Currency (OCC) will host its Project REACh Financial Inclusion Summit on May 29, 2024, at its headquarters in Washington, D.C.

Date: Wednesday, May 29–Thursday, May 30, 2024

Location: OCC Headquarters, Constitution Center, Washington, D.C.

Agenda

Time	Panel Name	Panelists/Speakers
8:00–9:00 a.m.	Registration	N/A
9:00–9:10 a.m.	Opening Remarks	Michael J. Hsu, Acting Comptroller of the Currency
9:15–10:15 a.m.	REACh Founders Panel	Moderator: Andrew Moss, Director for Minority Outreach, OCC Panelists: John Hope Bryant, Founder, Chairman, and CEO, Operation HOPE Tim Welsh, Vice Chair, Consumer and Business Banking, U.S. Bank Laurie Vignaud, President and CEO, LiftFund
10:15–10:30 a.m.	Break	N/A
10:30–11:30 a.m.	Reflections from Project REACh 1.0	Moderator: Andrew Moss, Director for Minority Outreach, OCC Affordable Homeownership: Lot Diaz, Vice President, Housing and Financial Empowerment, UnidosUS Kleber Santos, Senior Executive Vice President, CEO of Consumer Lending, Wells Fargo Alternative Credit: Mark Brucker, Chief Risk Officer, Consumer and Community Banking, JPMC Rachna Singh, Director, Head of US Unsecured Decision Modeling, Citi MDI Revitalization: Nicole Elam, President and CEO, National Bankers Association Blair Washington, Head of Minority Depository Institution Engagement, Citi Small and Minority Businesses: Queanne Smith, Senior Vice President, Diverse Business Segment Strategy, U.S. Bank Jevaughn Sterling, Executive Vice President, Diverse Markets Manager, Amegy Bank
11:30 a.m.–1:00 p.m.	Lunch	N/A
1:00–1:15 p.m.	Launch of Project REACh 2.0	Michael J. Hsu, Acting Comptroller of the Currency
1:20–1:50 p.m.	Incubating Solutions to Accelerate Financial Inclusion: Place-Based Solutions	Moderator: Grovetta Gardineer, Senior Deputy Comptroller for Bank Supervision Policy Panelists: Jesse Van Tol, President and CEO, National Community Reinvestment Coalition Anthony Hudson, Head of Branch Distribution, U.S., BMO Harris Kala Gibson, Executive Vice President, Head of Business Banking, and Chief Enterprise Corporate Responsibility Officer, Fifth Third Bank Donna Gambrell, President and CEO, Appalachian Community Capital
2:00–2:30 p.m.	Incubating Solutions to Accelerate Financial Inclusion: Solutions Created as Tools, Products, and Services	Moderator: Andrew Moss, Director for Minority Outreach, OCC Panelists: Steve Ely, CEO, eCredable Marisa Calderon, President and CEO, Prosperity Now Brandee McHale, Head of Community Investing and Development, Citi Marcia Griffin, Founder and President, HomeFree USA
2:30–2:45 p.m.	Break	N/A
2:45–3:15 p.m.	Incubating Solutions to Accelerate Financial Inclusion: Solutions for Underserved and Disadvantaged Communities	Moderator: Barry Wides, Deputy Comptroller for Community Affairs, OCC Panelists: Christy Finsel, Ph.D., Executive Director, Oklahoma Native Assets Coalition Chuck Bishop, Head of Home Lending Diverse Segments, Wells Fargo Santiago Suero, Senior Policy Analyst, UnidosUS Nketiah “Ink” Berko, Equal Justice Works Fellow, National Consumer Law Center
3:25–3:55 p.m.	Incubating Solutions to Accelerate Financial Inclusion: Solutions Provided Through Technology	Moderator: Chandni Ohri, Director of Community Development, OCC Panelists: Melissa Koide, CEO and Director, FinRegLab Lakhbir Lamba, Executive Vice President, Head of Consumer Lending and Asset Resolution, PNC Celia Karam, President of Retail Bank, Capital One Matthew Roth, President and CEO, Community Reinvestment Fund, USA
3:55–4:00 p.m.	Closing Remarks	Michael J. Hsu, Acting Comptroller of the Currency
4:00–6:00 p.m.	Networking Reception	N/A

Day Two Agenda