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Patrick Davis

Exploring Equitable Capital Technology (EC-Tech) in Development Finance
Tuesday May 24 2:00 - 3:00 PM

Senior Vice President of Strategy
Community Reinvestment Fund, Inc.

Patrick Davis is the Senior Vice President of Strategy at Community Reinvestment Fund, USA (CRF), a national Community Development Financial Institution dedicated to empowering people and strengthening communities through innovative financial solutions. As Senior Vice President, Patrick oversees the development of technology solutions, programs, products, and funds that contribute to the advancement of CRF’s organizational mission and vision.

Previously, Patrick served as Senior Strategy Officer at Calvert Social Investment Foundation where he worked with investors, financial advisors, and philanthropic institutions to incorporate social and environmental impact into investment portfolios. Prior to joining Calvert Foundation in 2008, Patrick held positions at the Center for Student Opportunity and the Meltzer Group. He is a StartingBloc Fellow, a graduate of the CIVICUS leadership program, and a technology and design enthusiast, having completed immersive programs in User Experience Design and Web Development at General Assembly. Patrick attended University of Maryland, College Park, where he received degrees in Economics, Political Science, and Latin American Studies.


Brad McConnell

Exploring Equitable Capital Technology (EC-Tech) in Development Finance
Tuesday May 24 2:00 - 3:00 PM

CEO
Allies for Community Business

Brad McConnell is Chief Executive Officer of Allies for Community Business, a nonprofit that provides the capital, coaching, and connections entrepreneurs need to grow great businesses in their communities. In 2020 and 2021, Allies provided nearly $600,000,000 in emergency funding to over 40,000 community businesses, and also provided one-on-one and group coaching to approximately 25,000 community business owners struggling to survive the pandemic. A4CB is based on Chicago’s West Side at The Hatchery, which is the largest nonprofit food and beverage incubator in the country and which it co-owns.

McConnell brings more than two decades of financial and economic development experience to his role. For five years he was Deputy Commissioner and Chief Operating Officer at the City of Chicago’s Department of Planning and Development. Prior, he served as Economic Policy Advisor to Illinois Senator Dick Durbin in Washington during the onset of the Great Recession. Previous assignments included supporting small business bankers as Vice President at LaSalle Bank (now Bank of America), and leading strategy, process, and technology projects in the US and Europe at Accenture.

McConnell holds a Bachelors in Business Administration / Finance from the University of Notre Dame and a Masters in Public Policy from Georgetown University.


Ariel Miller

CDFA EC-Tech Initiative Info Session
Thursday June 30 4:00 - 5:00 PM

CDFA EC-Tech Initiative Info Session
Wednesday July 13 4:00 - 5:00 PM

Director, Research & Technical Assistance
Council of Development Finance Agencies

Ariel Miller is a Director of Research & Technical Assistance with the Council of Development Finance Agencies (CDFA). Her research topics include revolving loan funds, access to capital for underserved borrowers, infrastructure finance, and public-private partnerships. She has also contributed to CDFA's food finance research, data collection, and publications demonstrating how development finance agencies can become more engaged in restoring local and regional food systems. Ms. Miller received her Master of City and Regional Planning degree from The Ohio State University, where she also earned a Bachelor of Science in Environmental Science and a Bachelor of Arts in Anthropology.


Leopoldo Peña

Exploring Equitable Capital Technology (EC-Tech) in Development Finance
Tuesday May 24 2:00 - 3:00 PM

CDFA EC-Tech Initiative Info Session
Thursday June 30 4:00 - 5:00 PM

CDFA EC-Tech Initiative Info Session
Wednesday July 13 4:00 - 5:00 PM

Co-Founder
Presta

Leo’s previous experience has been centered around GovTech — most recently focused on expanding access to voting. He helped launch a mobile voting platform designed to securely cast votes in elections across the globe, allowing members of the US military to participate in general and midterm elections while serving abroad. Currently in Cleveland, Ohio, Leo holds a Bachelor’s of Science from Cornell University and is an alumnus of the Venture for America Fellowship.


Toby Rittner

Exploring Equitable Capital Technology (EC-Tech) in Development Finance
Tuesday May 24 2:00 - 3:00 PM

CDFA EC-Tech Initiative Info Session
Thursday June 30 4:00 - 5:00 PM

CDFA EC-Tech Initiative Info Session
Wednesday July 13 4:00 - 5:00 PM

President & CEO
Council of Development Finance Agencies

Toby Rittner is the President & CEO of Council of Development Finance Agencies (CDFA), a national association dedicated to the advancement of development finance concerns and interests. CDFA is comprised of the nation’s leading and most knowledgeable members of the development finance community representing hundreds of public, private and non-profit development entities. Members are state, county and municipal development finance agencies and authorities that provide or otherwise support economic development financing programs. Mr. Rittner runs the day-to-day operations of the Council including the organization’s various educational, advocacy, research, resources and networking initiatives.

Rittner is one of the most vocal and recognized leaders of the development finance industry nationwide and has advised state and federal government leaders, including President Biden and President Obama’s Administration Transition Teams, on economic development finance policy. Through his leadership and guidance, CDFA was successful in preserving private activity bonds and other critical development finance tools during the 2017 tax reform deliberations and has had numerous pieces of legislation introduced in the United States Congress. In 2021, Rittner successfully led a national effort to reauthorize and fund the $10B State Small Business Credit Initiative (SSBCI) program as part of the American Rescue Plan Act.

Rittner focuses on sustainable finance with an emphasis on infrastructure, clean energy food systems, small business and innovations in the development finance industry to drive sustainable outcomes. He has written extensively about impact ready initiatives that leverage and engage capital in ways that drive local sustainability in both the environment and economy.

Rittner is a frequent speaker at local, state and national conferences and events focused on economic development finance. He has been featured in The Bond Buyer, Wall Street Journal, Bloomberg, NPR and other national media publications concerning the advancement of development finance tools. He is the author of CDFA's highly acclaimed Practitioner's Guide to Economic Development Finance and co-author of CDFA's Unlocking Capital: A Handbook for Becoming a High Performing Development Finance Agency.

Rittner is an adjunct faculty member at The Ohio State University and Carnegie Mellon University teaching planning and finance for sustainable economic development. He is also a Development Finance Certified Professional (DFCP) and has completed the prestigious Oxford University Sustainable Finance Foundation Course.

Prior to joining CDFA, Mr. Rittner was the Director of Legislative Affairs for the International Economic Development Council (IEDC). Mr. Rittner has also worked for the Franklin County, Ohio Board of Commissioners and the City of Gahanna, Ohio. Mr. Rittner previously served on the U.S. Environmental Protection Agency’s Environmental Financial Advisory Board and is a member of the Advisory Board for the National Community Fund I. Mr. Rittner holds a Bachelor of Arts in Political Science and a Master's of City and Regional Planning degree from The Ohio State University. Mr. Rittner was awarded the Ohio State University College of Engineering Distinguished Alumnus Award in 2016.


Everett Sands

Exploring Equitable Capital Technology (EC-Tech) in Development Finance
Tuesday May 24 2:00 - 3:00 PM

Chief Executive Officer
Lendistry

Everett K. Sands leverages his 20+ years of experience in banking to change the game for underserved small business owners who need access to responsible capital to reach the next level. Mr. Sands has shared his recommendations before Congressional committees and at conferences hosted by FORTUNE, the National Urban League, and several industry-related events. He has appeared as a subject matter expert on national business media, including CNBC, the Wall Street Journal, and Bloomberg.

With past tenures at national and community banks including MDIs, Mr. Sands has closed more than $10 billion in finance transactions. His experience also includes structured finance transactions like New Markets Tax Credits, Opportunity Zones and secondary market transactions. Mr. Sands is a graduate of the University of Pennsylvania, an Advisory Board member of The Penn Institute for Urban Research (Penn IUR), and a Board member of The Center for Strategic Economic Studies and Institutional Development.


Peter Truog

Exploring Equitable Capital Technology (EC-Tech) in Development Finance
Tuesday May 24 2:00 - 3:00 PM

CDFA EC-Tech Initiative Info Session
Thursday June 30 4:00 - 5:00 PM

CDFA EC-Tech Initiative Info Session
Wednesday July 13 4:00 - 5:00 PM

Co-Founder
Presta

After working in management consulting, Peter moved to Northeast Ohio to work in community and economic development, and later launched The Opportunity Exchange. He has contributed to the US Impact Investing Alliance's OZ Impact Reporting Framework, co-authored a paper on green energy in Opportunity Zones, and written for the Brookings institution.



CDFA National Sponsors

  • BNY Mellon
  • Bricker & Eckler LLP
  • Bryan Cave Leighton Paisner LLP
  • Business Oregon
  • CohnReznick
  • FBT Project Finance Advisors LLC
  • Frost Brown Todd LLC
  • gener8tor
  • Hawkins Delafield & Wood LLP
  • Ice Miller LLP
  • KeyBanc Capital Markets
  • Kutak Rock LLP
  • McGuireWoods
  • MuniCap, Inc.
  • NW Financial Group, LLC
  • PGAV Planners, LLC
  • Raza Development Fund
  • SB Friedman Development Advisors
  • Stern Brothers
  • Stifel Nicolaus
  • U.S. Bank
  • Wells Fargo Securities
  • Z. The Bond Buyer
Become a Sponsor