NALCAB National Conference 2009

Conference Agenda (pdf)

Workshops and Sessions

Site Visit 1: Housing Authority of the City of Los Angeles/New Economics for Women
Hosted by: 
John King, Director of Planning, HACLA; 
Maggie Cervantes, Executive Director of New Economics for Women; 
Bea Stotzer, Board President - NEW Economics for Women, and Commissioner - Housing Authority of the City of Los Angeles

Site Visit 2: TELACU – The East Los Angeles Community Union
Hosted by: 
Jose Villalobos, Senior Vice President, TELACU

Pre-Conference Training 1: Defining Your Public Image and Meeting the Bottom Line: Practical Resource Development and Media Literacy for Asset Building Organizations
Trainers: 
Noel Poyo, Executive Director, NALCAB and
Patricia Mejia, Director of Leadership and Training, NALCAB

Pre-Conference Training 2: Accessing Resources from the CDFI Fund
Trainer: Christopher Stever, Program Manager, CDFI Fund Certification and Training, U.S. Treasury

Framing the Conference: 
Part I: The Ongoing Foreclosure Crisis in Latino Communities
Carolina Reid, Research Manager, Federal Reserve Bank of San Francisco
Part II: Recognizing the Economic Potential of Immigrants
Rob Paral, Principal, Rob Paral and Associates.

A Presentation of CFED's 2009-2010 Assets and Opportunity Scorecard
Presenter: 
Rochelle Watson, CFED.

Opening Address
The Economic Necessity of Immigration Reform for Latino Communities and the Nation

Presenter: 
Eliseo Medina
, International Executive Vice President, Services Employees International Union (SEIU)

Strengthening the Executive Director/Board of Directors Relationship
Presenters: 
Bea Stotzer, Board President, NEW Economics for Women;
Ralph Lippman, Executive Director, California Community Economic Development Association (CCEDA)

Cultivating Latino Philanthropy:
Presenter/Moderator: Patricia Mejia, NALCAB
Presenters: 
Andy Carey
, Executive Director, U.S. Mexico Border Philanthropy Partnership; 
Rey Ocañas, Director, Corporate Responsibility and Reputation, BBVA Compass; 
Nadia Diaz Funn, Southwest Border and Native Initiatives, Annie E. Casey Foundation

Developing a State-Level Asset Building Policy Campaign
Moderator: Ruby Lee, Northwest Area Foundation 
Presenters: 
Aracely Panameño, Director of Latino Affairs, Center for Responsible Lending; 
Kevin Stein, Associate Director, California Reinvestment Coalition; 
Olivia Calderon, Legislative Director, New America Foundation

Plenary Presentation: Responding to Foreclosure and Economic Crisis in Rural Communities
Presenter: Honorable Anna Caballero, California Assembly Member - District 28

Lunch with Key Note Presentation: Opportunities in Uncertain Times-Unleashing the Potential of Latino Leadership 
Presenter: Theresa Fay-Bustillos, Former Vice President, Worldwide Community and Corporate Citizenship Department for Levi Strauss & Co. and the Executive Director of the Levi Strauss Foundation

Local and National Asset Building Collaboratives 
Moderator: Ruby Lee, Program Director, Northwest Area Foundation
Presenters: 
Ricardo Soto and Kathryn Lett-Deathe, Territory Managers, IRS SPEC/EITC; 
Anthony Mathews, Director, Beyster Institute at the Rady School of Management, UC San Diego; 
Luis Granados, Mission Economic Development Agency

Opening Access to Capital and Financial Services for Latinos and Immigrant Communities
Moderator: Patty Covarrubias, Vice President of Community Affairs, Bank of the West 
Presenters: 
John Herrera, Vice President of Latino Affairs - Self-Help & Chair of the Board - Latino Community Credit Union; 
Haydee Moreno, Micro-Branch Launch, Self-Help Credit Union;Teo Tijerina, Founder and Executive Director, EDCO Ventures;
Salvador Menjivar, Executive Director, One California Bank Foundation

Non-Profit/ Public Housing Authority Partnerships
Moderator: Rafael Torres, Executive Director, Azteca Economic Development Preservation Corp. (AEDPC) 
Presenters: 
Rudy Montiel, President and CEO, Housing Authority of the City of Los Angeles; 
Fernando Lemos, Executive Director, Mi Casa, Inc./ Commissioner DC Housing Authority; 
Lourdes Castro-Ramirez, President and CEO, San Antonio Housing Authority

Job Creation Strategies for Low Income Communities
Moderator: Dawkins Hodges, Program Officer, Mary Reynolds Babcock Foundation 
Presenters: 
Oscar Ramirez, President/CEO, Avenida Guadalupe Association; 
Julie Fonseca, U.S. Economic Development Administration;
Enrique Ovando, Access to Markets Manager, AnewAmerica Community Corporation

Accessing and Managing Federal Funds in a Changing Environment
Moderator: Bernardo Ramirez, Executive Director, Hispanic Economic Development Corporation (HEDC) 
Presenters: 
Bill Vasquez, Community Planning and Development Field Director, U.S. HUD; 
Chris Stever, U.S. Treasury - CDFI Fund; 
James (Jim) Gatz, Manager, Assets for Independence Program, HHS - Office of Community Services

Approaches to Comprehensive Community Development - Linkages Among Affordable Housing, Education, Health, Transportation, and Workforce
Presenters: 
Mariano Diaz, Vice President, LISC Western Region; 
Evangeline Ordaz-Molina, Vice-President and General Counsel, East Los Angeles Community Corporation (ELACC);
David Diaz, Grant Manager, El Centro del Pueblo

Next Generation Leadership Development Session-Il Fornaio Restaurant
Networking Reception- Il Fornaio Restauarant

Plenary Presentation: The Future of Rural Housing in America
Tammy Trevino, USDA Administrator for Rural Housing Service

Plenary Presentation: Federal Legislative Update
Bob Rapoza, President, Rapoza and Associates

Plenary Presentation: Adolfo Carrión Jr., Director of the White House Office of Urban Affairs

A Town Hall-Style Meeting: Economic Recovery at the State and Local Level, Prospects for Latino Communities
Moderator: Arturo Vargas, Executive Director, NALEO
Presenters: Honorable Kevin DeLeon, California Assembly Member - 45th District; Honorable Melissa Mark-Viverito, New York City Councilwoman - District 8

Special Roundtable Discussions: Southeast Regional Meeting: Sponsored by Mary Reynolds Babcock Foundation 

Special Roundtable Discussions: Northwest Regional Meeting: Sponsored by Northwest Area Foundation

Site Visits

Site Visit #1
Housing Authority of the City of Los Angeles/NEW Economics for Women
Host: John King
, Director of Planning, HACLA; Maggie Cervantes, Executive Director/ Bea Stotzer, Board President, NEW Economics for Women

A combined tour of affordable housing development projects of the Housing Authority of the City of Los Angeles and New Economics for Women.

Site Visit #2: TELACU– The East Los Angeles Community Union
Host: Jose Villalobos, Senior Vice President, TELACU

A tour of TELACU’s investments over 40 years in East Los Angeles including economic development projects, rental housing, homeownership and a stop at Tamayo Restaurant, a cultural landmark owned by TELACU.


Pre-Conference Training

Training #1 - Defining Your Public Image and Meeting the Bottom Line: Practical Resource Development and Media Literacy for Asset Building Organizations
Trainers:
 Noel Poyo, Executive Director, NALCAB; Patricia Mejia, Director, Leadership
Development and Training, NALCAB

Defining your organization’s image in the media is closely connected to your resource development activity. This training will integrate media literacy and resource development planning. Participants will leave this four hour training with an outline of a fundraising plan for their organization as well as a list of potential private, corporate and government funding sources. Participants will receive practical tips for presenting themselves in the media and effective fundraising.

Training #2: Accessing Resources from the CDFI Fund
Trainer: Christopher Stever
, Program Manager, CDFI Fund Certification and Training, U.S Treasury

In an effort to increase the number of Community Development Financial Institutions (CDFIs) in both rural and urban low-income Latino communities, this training will provide participants detailed information about accessing the resources available at the CDFI Fund. This four and a half hour session is targeted for organizations who are interested in learning more about the certification process.


Framing the Conference: Data Presentations

Part I: The Ongoing Foreclosure Crisis in Latino Communities
Presenter: Carolina Reid
, Research Manager, Federal Reserve Bank of San Francisco

A follow-up to her presentation at the 2008 NALCAB National Conference, Ms. Reid will present the latest research and findings on foreclosure, specifically in Latino communities.
Download presentation (pdf)

Part II: The Economic Contributions of Immigrants
Presenter: Rob Paral
, Principal, Rob Paral and Associates

This presentation will quantify the economic contributions of immigrants and contextualize the potential economic impact of immigration reform.
Download presentation (pdf)


A Presentation of CFED's 2009-2010 Assets and Opportunity Scorecard
Presenter: Rochelle Watson
, CFED.
Download presentation (pdf)


Opening Address: The Economic Necessity of Immigration Reform for Latino Communities and the Nation
Presenter: Eliseo Medina
, International Executive Vice President, SEIU

Eliseo Medina is described by the Los Angeles Times as "one of the most successful labor organizers in the country" and was named one of the "Top 50 Most Powerful Latino Leaders" in Poder Magazine. He is currently leading the Service Employees International Union's (SEIU) efforts to achieve comprehensive immigration reform that rebuilds the nation's economy, secures equal labor- and civil-rights protections for workers to improve their wages and work conditions and provides legal channels and a path to citizenship.


Strengthening the Executive Director/ Board of Directors Relationship
Presenters: Bea Stotzer,
 Board President, New Economics for Women; Ralph Lippman, Executive Director, California Community Economic Development Association

The relationship most important to the healthy functioning of a non-profit is between its executive leader and the board of directors. In this interactive session, two veterans of nonprofit management provide substantive analysis and advice on improving this critical working relationship, both from the perspective of a director and a board member.


Cultivating Latino Philanthropy
Presenters:
 
Andy Carey, Executive Director, U.S. Mexico Border Philanthropy Partnership; 
Rey Ocañas, Director, Corp. Responsibility and Reputation, BBVA Compass; 
Patricia Mejia, Director of Leadership and Training, NALCAB; 
Nadia Diaz Funn, Southwest Border and Native Initiatives, Annie E. CaseyFoundation

A roundtable discussion designed to explore the state of philanthropy for Latinos, and among Latinos, in various sectors. Panelists will discuss existing initiatives and provide their expert view on how to best cultivate the culture and practice of philanthropy in Latino communities.

Andy Carey - Download presentation (ppt)
Rey Ocañas- Download presentation (pptx)
Patricia Mejia - Download presentation (pdf)
Nadia Diaz Funn - Download presentation (pptx)


Developing a State-Level Asset Building Policy Campaign
Presenters: 
Aracely Panameño, Director of Latino Affairs, Center for Responsible Lending; 
Kevin Stein, Associate Director, California Reinvestment Coalition; 
Olivia Calderon, Legislative Director, New America Foundation

Many key asset building policy battles are being waged in state legislatures, rather than in Congress. While state-level campaigns are necessarily diverse, much can be learned and replicated from state-to-state. The expert panel will explore asset building policies that are most relevant at the state-level and present models for effectively achieving policy goals.

Aracely Panameño - Download presentation (pdf)


Kevin Stein - Download presentation (pdf)
Olivia Calderon - Download presentation (pdf)


Plenary Presentation: Responding to Foreclosure and Economic Crisis in Rural
Communities
Presenter: Honorable Anna Caballero
, California Assembly Member - District 28

A strong advocate for public safety, affordable housing, quality health care and education, Assembly Member Anna Caballero was elected to serve the 28th Assembly District in November of 2006. The district is largely rural, consisting of San Benito County, the Salinas Valley, North Monterey County, Watsonville, and South Santa Clara County. Now in her second term, Caballero has been re-appointed as chair of the Committee on Local Government. Ms. Caballero is the former Mayor of the City of Salinas and former member of the Salinas Planning Commission. She moved to the Salinas Valley 30 years ago to work for California Rural Legal Assistance (CRLA). As an attorney, she represented striking farm workers and fought side by side with unions to prevent plant closures. Ms. Caballero also served as executive director of Partners for Peace, a non-profit organization dedicated to bringing the community together to prevent gang violence.


Lunch with Key Note Presentation: Opportunities in Uncertain Times – Unleashing the Potential of Latino Leadership
Presenter: Theresa Fay-Bustillos
, Vice President, Worldwide Community and Corporate Citizenship Department for Levi Strauss & Co. and the Executive Director of the Levi Strauss Foundation

Theresa Fay-Bustillos currently works for the International Finance Corporation (IFC), member of the World Bank Group as a consultant. She provides strategic advice on issues of stakeholder engagement, disclosure and transparency. She is the former Vice President, Worldwide Community and Corporate Citizenship Department for Levi Strauss & Co. and the Executive Director of the Levi Strauss Foundation for over eight years, 2000 through 2008. In this position, she reported to the Chairman and CEO as a key member of the global executive leadership team and as a strategic partner to the company’s board of directors on issues of corporate social responsibility and global philanthropy. She led the corporate giving program which expended a $10 million grants budget annually in over 35 countries globally. In this position, she led efforts to measure program results, drive innovations in the focus areas of workers’ rights, asset-building and HIV/AIDS by instituting a rights-based approach to social change globally.

Previously, she was the Vice President of Legal Programs for the Mexican American Legal Defense and Educational Fund where she worked for over ten years directing the litigation of complex cases, leading public policy agenda and acting as a key spokesperson on issues. She has also been an adjunct law school professor, an administrative law judge, a managing attorney at a plaintiff’s law firm and a trial attorney at several government agencies. She received her bachelor’s degree from the University of California at Berkeley and her law degree from the University of California at Los Angeles. She serves on many boards including the Board of Directors for the Council on Foundations, California Women’s Foundation, International Funders for Indigenous Peoples, and TransFair USA.


SPONSORED BY THE ANNIE E. CASEY FOUNDATION
Local and National Asset Building Collaboratives
Presenters: 
Ricardo Soto and Kathryn Lett-Deathe, Territory Managers,nIRS SPEC/EITC; 
Anthony Mathews, Director, Beyster Institute at the Rady School of Management, UC San Diego;
Luis Granados, Executive Director, Mission Economic Development Agency

Many of the most impactful and innovative asset building endeavors are emerging from collaborative efforts. This panel focuses on collaborative projects and efforts that are defining the emerging asset building field - from a local community facility that co-locates asset building services, to a national conversation about shared ownership strategies, to a national discussion of to the IRS’ integrated EITC/ SPEC programs. What implications do these diverse collaboration for asset building broadly and for local asset building practice?

Ricardo Soto - Download presentation (ppt)
Anthony Mathews - Download presentation (pptx)


Opening Access to Capital and Financial Services for Latinos and Immigrant
Communities

Presenters: 
John Herrera, Vice President of Latino Affairs - Self-Help &Chair of the Board - Latino Community Credit Union; 
Haydee Moreno, Micro-Branch Launch, Self-Help Credit Union; 
Teo Tijerina, Executive Director, EDCO Ventures; 
Salvador Menjivar, One California Bank Foundation

This panel focuses on innovative, market-based approaches to opening access to capital and financial services in Latino and immigrant communities. Mission-driven banking, non-profit venture capital investment and credit union-based financial services for the underserved will form the basis of this cutting edge discussion.

Haydee Moreno - Download presentation (ppt)
Teo Tijerina - Download presentation (pptx)
Salvador Menjivar - Download presentation (ppt)


SPONSORED BY THE HOUSING AUTHORITY OF THE CITY OF LA
Non-Profit/ Public Housing Authority Partnerships
Presenters:
Rudy Montiel
, President and CEO, Housing Authority of the City of Los Angeles;
Fernando Lemos, Executive Director, Mi Casa, Inc./ DC Housing Authority;
Lourdes Castro-Ramirez, President and CEO, San Antonio Housing Authority

Public housing authorities are often at the center of neighborhood redevelopment and are important local conduits for federal housing investments – including very substantial recent stimulus funding. Public housing and Section 8 programs also present important opportunities for building the assets of very low-income people. This panel of accomplished public housing authority and non-profit leaders explore the opportunities and characteristics of successful PHA-non-profit partnerships.

Rudy Montiel - Download presentation (ppt)
Lourdes Castro-Ramirez - Download presentation (ppt)


Job Creation Strategies for Low Income Communities
Presenters: 
Oscar Ramirez, President and CEO, Avenida Guadalupe Association; 
Julie Fonseca, U.S. Economic Development Administration; 
Enrique Ovando, Access to Markets Manager, AnewAmerica Community Corporation

This session explores diverse job creation projects in Latino communities that have successfully leveraged federal funding. Strategies include commercial real estate development, small business development programs and the creation of subsidiary companies.


Accessing and Managing Federal Funds in a Changing Environment
Presenters: 
William (Bill) Vasquez, Community Planning and Development Field Director, U.S. HUD 
Chris Stever, Program Manager, CDFI Fund Training and Certification, U.S. Treasury; 
Jim Gatz, Manager – Assets for Independence Program, HHS – Office of Community Services

Representatives of key federal offices and departments discuss new opportunities, increased accountability and the changing landscape of federal funding.

Chris Stever - Download presentation (ppt)
Jim Gatz
Download presentation (ppt)
Download presentation (ppt)


PRESENTED IN PARTNERSHIP WITH LISC
Approaches to Comprehensive Community Development – Linkages Among Affordable Housing, Education, Health, Transportation, and Workforce – Presented in cooperation with LISC
Presenters: 
Mariano Diaz, Vice President - LISC Western Region; 
Evangeline Ordaz-Molina, Vice President and General Counsel, East Los Angeles
Community Corporation; 
David Diaz, Grant Manager, El Centro del Pueblo

This roundtable discussion will provide participants with an understanding of the Sustainable Communities Initiative framework, approach, and community benefits as practiced by the Local Initiatives Support Corporation at the national and local levels. There will be a focus on adapting community development models to integrate health, education, and workforce development outcomes through resident planning. Los Angeles community development corporations will provide specific examples of the Comprehensive Community Development approach, benefits, and challenges.


Next Generation Leadership Development Session
MADE POSSIBLE WITH SUPPORT FROM 
THE MISSION ECONOMIC DEVELOPMENT AGENCY AND 
THE GREENLINING INSTITUTE
A presentation to address next generation asset builders.


Networking Reception
Il Fornaio Restaurant, Manhattan Beach
NALCAB invites up-and-coming practitioners, new executive leaders and experienced leader-mentors to come together for a relaxed evening of hors d’oevres and networking. This is an opportunity for long-time colleagues to reconnect and for next generation Latino asset builders to develop a strong national network of peers and mentors.


A Plenary Presentation: The Future for Rural Housing in America
Presenter: Tammye Treviño
, USDA Administrator for Rural Housing and Community Facilities

The new USDA Rural Housing Administrator addresses the NALCAB conference on new opportunities and ongoing challenges for addressing our nation’s pressing rural affordable housing crisis. On June 8, 2009, Tammye Treviño was appointed by President Obama to serve as the Administrator for the Rural Housing Service at the U.S. Department of Agriculture (USDA), Rural Development. The first Latina to serve in this capacity, Administrator Treviño is a lifetime advocate for rural communities who brings over 25 years of experience in community development to the Department. Administrator Treviño previously served as Chief Executive Officer of Families United to Utilize Regional Opportunities, Inc. (FUTURO), a Texas non-profit that focuses on economic and community development. As CEO, Administrator Treviño implemented a ten year plan to revitalize a 6,000 square-mile region in south Texas that was one of the most economically disadvantaged in the nation. A certified Economic Development and Housing Development Finance Professional, Administrator Treviño has also served as the Economic Development Director for LaSalle County, Texas and as a staff member in the Operations and Planning Department of the Middle Rio Grande Development Council of Governments. With the housing market at a critical juncture for rural Americans, Administrator Treviño is working closely with the Secretary of Agriculture and the Under Secretary for Rural Development to strengthen the nation's rural housing portfolio by promoting and expanding programs that enable America's rural communities to develop quality, affordable housing and sustain the American dream of homeownership.

Tammye Treviño - Download presentation (pdf)


A Plenary Presentation: Federal Legislative Update
Presenter: Bob Rapoza
, Rapoza and Associates

Among the few most effective federal lobbyists on issues of community and economic development, Bob Rapoza will provide an overview of current, relevant federal policy and appropriations. Also get an inside perspective on what the federal legislative landscape could look like in 2010.

Bob Rapoza - Download presentation (ppt)