National Symposium for Educational, Foundation and Banking Leaders

Monday, 13 January 2020 12:00 PM - Tuesday, 14 January 2020 2:00 PM EST

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Monday, 13 January 2020 12:00 PM - Tuesday, 14 January 2020 2:00 PM EST

Invitational National Symposium for Educational, Foundation and Banking Leaders:




A National Dialogue on Partnering for Digital Equity and Economic Inclusion






January 13-14, 2020




Florida International University


Ernest E. Graham University Center


Miami, Florida




In collaboration with the American Association of School Administrators, Grantmakers For Education, National School Boards Association, State Education Technology Directors Association and other partners






  • ·       Advise educational system leaders, especially those serving underrepresented communities, on extending partnership with their bank from fiscal management to include Community Reinvestment Act (CRA) funding for digital and educational equity, in support of inclusive pathways to living wage careers for low- and moderate-income students and alums, and their families and communities.

  • ·       Advise banking leaders on extending their partnership with educational systems and foundations whose funds they manage, to include support for the bank’s economic inclusion and CRA compliance priorities

  • ·       Orient these leaders to exemplary providers of free and deeply discounted resources to address every essential dimensions of the digital divide (broadband, devices, tech and librarian support, apps/software, and digital learning content for economic inclusion and educational opportunity).




Day One   January 13th 




Pre-Symposium Workshop




8:30 – 11 a.m.               Pre-Symposium Workshop Orientation to CRA Funding by OCC, FRB and FDIC




Symposium Agenda




11:30 – noon                 Registration




Noon – 1:30 p.m.         Welcome Luncheon




                                     Welcoming Remarks: Dr. Laura Dinehart, executive director, school of education and human development, Florida International University.


 Overview of Symposium Goals and Process: Dr. Robert McLaughlin,executive director, National Collaborative for Digital Equity


 Introduction of Keynote Speaker by Krista Shonk (invited), vice presidentfor regulatory compliance policy, American Bankers Association


 Keynote: “Improving Digital Inclusion with the Community ReinvestmentAct”, by Barry Wides, deputy comptroller, Office of the Comptroller of the Currency, U.S.   

 Treasury Department




1:30 – 2:20 p.m.         Conversation on “Integrating Digital and Educational Equity intoEconomic Inclusion: Examples of CRA Support”. Moderated by Dr. Paul Resta, president, NCDE board of

                                    directors.  Panelists include Barry Wides, deputy comptroller, U.S. Treasury Department; Jeanne Milliken Bonds, senior manager, regional community development,

                                    Federal Reserve Bank of Richmond; Roger Rosen (invited), president, Rosen Digital; and Ulrike Smith, CRA compliance officer, Franklin Savings Bank. 




              1:30 – 2:00       Challenges and opportunities


              2:00 – 2:20       Q & A




2:20 – 3:00 p.m.         Panel: “Key Considerations when Developing A Digital Equity/Economic Inclusion Partnership with Your Bank”.  Panelists: Krista Shonk (invited), vice president for

                                    regulatory compliance policy, American Bankers Association; Jessa Thomas (invited), manager, community affairs, Capital One; and Gonzalo Puigbo (invited), CRA vice

                                    president and community development officer, People’s United Bank.




               2:20 – 2:40   Panel discussion


               2:40 – 3:00   Q & A




3:00 – 3:20 p.m.         Break and Refreshments




3:20 – 4:40 p.m.         Working sessions for role-alike groups: framing the dialogue between educational system and banking leaders




A.                                                                   Foundations:  facilitated by Kyle Malone and Letitia Dowling (invited), Grantmakers For Education



                                                                        School system leaders: co-facilitated by Steve Corona, chair, National Council of Hispanic School Board Members and Dr. Al Rabanera, math teacher, Fullerton Junior

                                             High School, and Horace Mann Awardee for Teaching Excellence.



                                                                          Minority-Serving Institutions: co-facilitated by Dr. Robbie Melton, interim dean of graduate and professional studies, Tennessee State University; and Dr. Arletha

                                              McSwain (invited), dean, Global Online and Professional Studies, Bethune-Cookman University.



                                                                          Teachers Union Pension Funds:  facilitated by Dr. Blake West, senior policy analyst, National Education Association.



                                                                           State educational system leaders: facilitated by Christine Fox, deputy executive director. State Education Technology Directors Association



                                                                           Banking leaders: what do you most want educational system leaders to understand about your hopes, concerns and constraints in deploying CRA funds?  Facilitated by 

                                               Dr. Robert McLaughlin, executive director, NCDE.




4:40 – 5:20 p.m.            Working Group Report-Outs and Discussion




5:35 – 6:20 p.m.            Digital Equity and Economic Inclusion Resource Showcase and Reception




6:20 – 7:30 p.m.            Dinner (included in registration) and networking






Day Two:  January 14th




7:45 – 8:15 a.m.            Breakfast (included in registration) and networking     




8:15 – 8:20 a.m.            Setting the Stage for Day 2: Drs. Paul Resta and Bob McLaughlin




8:20 – 10:00 a.m.         Roundtables:  generating economic inclusion purposes for which educational system and banking leaders can most impactfully collaborate




10:00 – 10:20 a.m.       Break and Refreshments




10:20 – 11:20 a.m.       Roundtables Report Out




11:20 a.m. – noon        Digital Equity and Economic Inclusion Resource Showcase II




Noon – 1:00 p.m.         Lunch (included in registration) and networking




1:00 – 1:20 p.m.          NCDE Resources available to support next steps: CRA Funding Guide, Digital Equity Resource Portal, Educator’s Guide, Funder's Guide, and 1% Campaign 




1:20 – 2:00 p.m.          Closing Plenary Discussion: Where Do We Go from Here?









National Collaborative for Digital Equity

National Collaborative for Digital Equity

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