9th Annual CDFI Credit Union Update at the GAC

Meet CDFI Fund Director Jodie Harris
9th Annual CDFI Credit Union Update at GAC

February 24, 2020 | 11:30 am to 1:00 pm
Washington Convention Center | Room 204 A/B/C

CDFI-certified credit unions represent a growing segment of the industry. These 320 credit unions have more than $114 billion in combined assets and serve more than 10 million members. CDFI credit unions are at the forefront of the industry, helping to build more inclusive, resilient and equitable communities.

Did you know that many more credit unions are eligible for CDFI certification?

Since its first funding round in 1996, the CDFI Fund has provided billions of dollars to community development financial institutions. Credit unions have received $370 million in technical and financial assistance grants, and as a result, the CDFI Fund has become the single most important source of external resources for credit unions serving financially underserved populations and low-income communities.

Inclusiv is the credit union industry's voice and advocate for community development and financial inclusion. We were instrumental in the establishment of the CDFI Fund and work closely with it to ensure that credit unions can effectively compete for these resources.

Join Inclusiv and CDFI Fund Director Jodie Harris next month to learn more about the benefits and growth opportunities presented by community development finance and the impact that CDFI credit unions have on the communities they serve.

U.S. Department of the Treasury’s CDFI Fund Director, Jodie Harris

Jodie Harris has worked in both the public and private sectors for over 25 years. She joined Treasury in 2007 as an Associate Program Manager with the CDFI Fund, and later served as Senior Advisor to the Director of the CDFI Fund. During her time with Treasury, Jodie has managed grant programs and developed legislative and policy proposals for a wide range of issues with a focus on access to capital, community development banking, and financial inclusion. Most recently, as the Director of Treasury’s Office of Small Business, Community Development and Affordable Housing Policy, Jodie led a team of policy analysts in the development of policies and programs that support community and economic development nationwide.

The CDFI Fund generates economic growth and opportunity in some of our nation’s most distressed communities. By offering tailored resources and innovative programs that invest federal dollars alongside private sector capital, the CDFI Fund serves mission-driven financial institutions that take a market-based approach to supporting economically disadvantaged communities.

Financial Inclusion and Community Development:
Drivers of Growth and Relevance
February 24, 2020| 11:30am - 1:00 pm | Washington D.C.
Please note - seating is limited!

We look forward to seeing you at the GAC and we invite you to stop by Inclusiv's booth #106 in the Exhibitor Hall. For more information, please contact Jules Epstein-Hebert, Membership Engagement Manager at Inclusiv, at jhebert@inclusiv.org.

Additional Speakers

Inclusiv CEO and President, Cathie Mahon oversees all of the organization’s programmatic and investment activities. She is committed to continuing Inclusiv’s role of bridging the credit union movement to the community development field, promoting financial inclusion and identifying and connecting credit unions to unserved and untapped markets and communities.


CUNA VP of Research & Policy Analysis, Mike Schenk has more than 35 years of experience in the financial services industry. Mike currently is Vice President of Research & Policy Analysis for CUNA and conducts economic research and supports CUNA’s public relations and advocacy efforts. His analyses regularly appear in trade publications such as Credit Union Magazine and he is a frequent contributor to the financial media. Schenk serves on the board of Summit Credit Union in Madison, WI – a $3 billion financial cooperative with over 160,000 members.


Inclusiv/Network Senior Consultant, Terry Ratigan leads fundraising efforts for Inclusiv and plays an important role in program development, training, technical assistance and advocacy work. As a member of the Inclusiv/Network consulting services team, he provides expertise on CDFI certification, recertification, grant writing, and strategic planning for CDCUs around the country. In 2009 he developed a statistical random sampling methodology for target market analysis that has helped to double the number of CDFI certified credit unions.

Thank you to our sponsors!

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