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Download the schedule of sessions in the following PDF or view it below.


Wednesday, September 22, 2021


1:00 PM – 1:30 PM           Building an Inclusive Future

Community Development Credit Union leaders lay out their vision for an Inclusive future in which equitable and cooperative ownership of financial institutions drives capital to where it is needed most, building strong local economies that work for all.


1:30 PM – 2:15 PM          Recognizing the Impact of CDFI, MDI and Mission-Driven Credit Unions in Under-Resourced Communities

New visibility of the critical role that community development lenders play in getting capital out in low-income and BIPOC communities has ushered in historic levels of capital from the federal government. Through the Rapid Response, Minority Lending and Emergency Capital Investment programs, the U.S. Treasury is charged with deploying $12 billion in capital to the field to aid in the recovery and lay the foundation for equitable long-term development in historically excluded communities. Hear from Treasury Department officials about how they see CDFIs as critical partners making meaningful progress toward economic recovery. Inclusiv continues to advocate for long-term capital deployment to build strong and equitable local economies. We invite credit unions committed to this mission to come and learn more about the opportunities to work with the Treasury Department now and in the future.


2:30 PM – 3:00 PM          An SBA for All: Connecting Entrepreneurs in Communities of Color with the Resources Necessary to Thrive

The SBA is the federal agency committed to support America's small businesses, connecting entrepreneurs with lenders and funding to help them plan, start and grow their businesses. But too often businesses led by women and people of color have been left behind. The new SBA Administration is trying to change that by addressing the opportunity and capital gaps that prevent small businesses in low-income communities from thriving. With a dramatically increased portfolio, the SBA is committed to becoming as entrepreneurial as the entrepreneurs the serve. During the pandemic credit unions stepped up to become certified through the SBA to administer Paycheck Protection Program (PPP) funds to local businesses. Our movement’s outsized response has shown the Agency that it can rely on community development credit unions as conduits to businesses formerly left behind. Serving these small businesses will require new approaches and applying a new lens to existing structures, guarantees and programs. Join us to learn more about the vision for a new and improved SBA that enhances and supports credit unions and other community lenders.


3:15 PM – 4:15 PM         Racial Equity in Action: A Spotlight on Financial Justice

Racial equity requires a long-term commitment to action to eliminate systemic discrimination, barriers, and disparities. Discrimination in housing policy, lending and financial services has thwarted the ability of millions to build businesses, grow and transfer wealth through homeownership, and expand opportunity. Many Black and Latinx credit unions were founded to create the means to pool capital and attempt to fill capital gaps. Commitments to racial equity have abounded following the murder of George Floyd. In this session we will hear from leaders in the credit union movement and the mainstream banking system about unpacking these commitments and how we can mobilize this opportunity to unleash new capital and opportunities in BIPOC communities. We will assess how this opportunity can address the impacts of historic racial inequity in lending and financing services, with an eye to tangible equitable outcomes.

4:30 PM – 5:30 PM          Designing Technology for Financial Inclusion

Technology is a critical tool to reach and serve underserved communities, and 2020 only underscored how important it is for community development credit unions to build strong technology platforms to meet their communities’ needs. In this session leaders in the credit union and inclusive technology space will share the latest innovations in serving low-income markets and their approach to designing technology for consumers that have been overlooked in mainstream fintech development.

5:45 PM – 6:30 PM          Networking Breakout Sessions

Inviting all conference attendees to join in conversations with your colleagues on the products, services and strategies for empowering Black and Hispanic consumers and communities. New this year is a networking session on green lending! Learn how credit unions are using green lending to attract and retain environmentally aware members and investors.

Networking Session 1: Juntos Avanzamos – Empowering Hispanic Consumers, hosted by Inclusiv and NLCUP

Networking Session 2: Black Communities – Empowering Black Consumers, hosted by Inclusiv and AACUC

Networking Session 3: Green Lending, hosted by Inclusiv’s Center for Clean Energy and UNFCU


Thursday, September 23, 2021


10:00 AM - 11:00 AM      Credit Unions & Climate Finance: Investing in Energy Justice to Build a More Equitable Financial System

By working at the intersection of financial empowerment and energy justice, community lenders are delivering the benefits of clean energy to low-income, rural, and communities of color. Inclusiv has been engaging, building, and supporting a network of more than 100 community lenders committed to addressing energy and climate justice challenges. We envision a financing ecosystem populated by thousands of community lenders across the country to reduce carbon emissions and generate clean energy. This session addresses how credit unions are confronting the disproportionate impact of climate change and designing solutions for the communities they serve.

11:15 AM - 12:15 PM     Breakout Sessions

Breakout Session 1: CDFI Fund and You

In June, Vice President Kamala Harris and Treasury Secretary Janet L. Yellen announced $1.25 billion in COVID-19 relief funds to 863 CDFIs through the Rapid Relief Program. 244 credit unions received grants as did 62 MDI credit unions and 27 financial cooperatives from Puerto Rico. Inclusiv, a CDFI intermediary, is the CDFI advocate for the credit union industry and committed to supporting credit unions seeking certification and technical and financial assistance awards. Fund certification has never been more critical. Join Amber Kuchar-Bell, CDFI Fund Director, to learn what’s next for the Fund in 2022.

Breakout Session 2: Inclusiv Mortgage: Turn Declinations into Approvals

Helping members close the wealth gap with the dream of homeownership just got a little easier. In this session lending veterans will discuss how the expanded mortgage approval with the down payment assistance program powered by Inclusiv/Mortgage can help. If your credit union has considered offering or enhancing mortgage loans to members several considerations must be carefully assessed before making the leap. Join us as we provide an in-depth panel discussion about the Mortgage Secondary Market where we will review these opportunities in addition to demonstrating how your credit union can increase home loans while managing risk.

Breakout Session 3: Lending Tech: Innovation by Necessity

2020 disrupted everything about the way credit unions operate, and business lending was likely the area of most dramatic change between the need to shift to more digital operations and the massive SBA Paycheck Protection Program. In this session, we’ll explore how credit unions and FinTech providers adapted their technology to meet the moment in 2020 and what they see ahead in lending technology.


12:15 PM – 1:00 PM       Lunch


1:00 PM - 2:00 PM           Socially Responsible Investors Advance More Equitable Communities

Socially responsible corporations and foundations are seeking opportunities to invest in organizations advancing racial and economic equity. Inclusiv’s Southern Equity Fund and the Racial Equity and Resilience Investment Fund leverage investments to increase lending to minority-owned businesses, homeowners, and consumers, providing access to capital for traditionally underserved and underbanked communities. Hear from our panel of experts on creating transformational partnerships that bring new capital resources to the cooperative movement to increase economic and social equity.


2:15 PM - 3:15 PM           Workshop Sessions

Workshop Session 1: Inclusiv Racial Equity and Resilience Fund - Secondary Capital and Technical Assistance

Learn how Inclusiv's Racial Equity Fund can support your credit union's growth and impact using targeted technical assistance and capital.   In addition to low-cost capital, Inclusive is providing support for CDCU strategic planning and financial projections.  These vital resources enable member credit unions to successfully grow and execute their community development business strategy.  Inclusiv's secondary capital is now offered at 2% for member CDCUs participating in the Racial Equity Fund.


Workshop Session 2: How Small and MDI Credit Unions Can Leverage Capital to Scale 

This year has shone a spotlight on the critical role Minority Depository Institutions (MDIs) play in realizing financial inclusion in communities of color. As a result, an unprecedented level of external funding and resources are now being directed toward MDIs, including dedicated funding in Treasury’s Emergency Capital Investment Program and CDFI grant programs. In this session, we’ll hear from small MDI credit union leaders on how they’ve accessed and deployed external funding to scale their lending and services for their communities.


Workshop Session 3: Approaches to Measuring Member Financial Wellbeing

Community development credit unions are dedicated to improving the financial wellbeing of their members and communities. But how can an institution really know their members’ financial wellbeing or their impact on it? In this session, we’ll explore methodologies and tools credit unions are using to measure financial wellness.


3:30 PM - 4:30 PM           Advocating for Low-Income Communities and Communities of Color

The Biden Administration’s economic recovery agenda is committed to building more a resilient and inclusive economy in which every American has an equal chance to get ahead. Advocacy on the part of Inclusiv, our members and industry partners has captured the attention of key Congressional leaders, resulting in grants and loans at levels that can begin to transform under-resourced communities. With awareness and support at historic highs, now is the opportunity to advance the agenda of community development, CDFI and MDI credit unions. Congressional representatives share their vision for the next steps advocates can take to institutionalize state and national support for a more inclusive economy.

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