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Michelle Burris

Using SSBCI Capital to Support Manufacturing
Friday June 17 1:00 - 1:40 PM

Fellow
The Century Foundation




James Colombe

Supporting Tribal Governments through Coordination and Partnership
Friday March 25 2:20 - 3:00 PM

Policy Advisor
U.S. Department of the Treasury

James Colombe is a Policy Advisor in the U.S. Department of the Treasury’s Office of Recovery Programs supporting SSBCI for Tribal governments. James grew up in Mission, S.D. He worked on Tribal organizing in South Dakota for the 2018 mid-term elections before joining the Federal Reserve with a focus on Tribal issues. A member of the Rosebud Sioux Tribe and of Nez Perce descent, James received an A.B. in chemistry from Harvard and a Ph.D. in organic chemistry from the Massachusetts Institute of Technology.


Chris Cook

Using SSBCI Capital to Support Manufacturing
Friday June 17 1:00 - 1:40 PM

Managing Director - Capital Access
Michigan Economic Development Corporation




Matt Cropp

Piloting New Products to Support Employee Ownership
Friday April 29 1:40 - 2:05 PM

Executive Director
Vermont Employee Ownership Center

Matthew Cropp has worked for the Vermont Employee Ownership Center since 2014, and currently serves as the Organization's executive director. He received his MA is History at the University of Vermont, where he wrote his thesis on the founding and first 25 years of a local credit union, which helped solidify his interest in broad-based ownership models. In addition to his employee ownership work, he has been involved in several cooperative start-ups, and currently serves on the board of the Vermont Real Estate Cooperative, the Oak Street Cooperative, and Full Barrel Cooperative. Matt lives in, and works out of, Burlington, Vermont.


Elijah Davis

Growing the Clean and Renewable Energy Sector with SSBCI Funds
Friday June 17 1:40 - 2:20 PM

Research Officer
Drexel University




Patrick Davis

Strategies and Systems for Reporting and Compliance
Friday March 25 1:40 - 2:20 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.


Chuck Depew

Strategies for Incorporating Revenue-based Financing
Friday April 29 2:30 - 3:00 PM

Senior Director
National Development Council

Chuck Depew is a Senior Director for the National Development Council, a national non-profit that provides economic and community development assistance to local governments. Chuck provides technical assistance in project finance, development negotiation and housing finance to communities throughout the Northwest, including Utah and Wyoming. In addition, he teaches commercial and housing real estate finance nationwide in NDC’s leading training program. Prior to his tenure at NDC, Chuck was Deputy Director of the Office of Economic Development for the City of Seattle. He has over 20 years of experience in public finance, housing, economic and community development. Active in the NMTC industry, Chuck has closed and/or been involved in transactions exceeding $300 million.

Mr. Depew has a Bachelor’s degree in Environmental Planning from the University of California, at Santa Cruz; and a Master’s degree in Urban Planning from the University of Washington.

The National Development Council (NDC) was founded in 1969 to provide financial services to governments and nonprofits. NDC has an affiliate New Markets Tax Credit Community Development Entity (CDE) that has closed on over $550 million in NMTC allocation.


Frank Dickson

Share Early Wins
Friday May 13 2:30 - 3:00 PM

Director, Strategic Business Initiatives
Maryland Department of Housing and Community Development




John Duong

Structuring a Venture Debt Program
Friday April 29 2:05 - 2:30 PM

Founder & Chief Executive Officer
Kind Capital

John launched Kind Capital to drive scalable sustainable impact profitably. He was formerly the Managing Director and Founder of Lumina Impact Ventures, the $50M impact investing arm of Lumina Foundation focused on education technology investments. Previously he was Program & Portfolio Officer at the W.K. Kellogg Foundation, managing a $110M+ MRI and PRI investments portfolio across funds and direct investments, and making grants to further the field of impact investing. John started his career as an investment banker at J.P. Morgan, Citigroup and Merrill Lynch in various roles including M&A advisory, credit risk analysis, equity research, capital structure optimization and corporate finance in both debt and equity products. He has extensive for-profit and nonprofit board experience including Cell-Ed, Upswing, BrightHive, EduNav, Credly, Global Communities, Vitas Group and AAPIP.  John earned his BA degree in economics and East Asian studies from Yale University and holds an Executive MBA, with a concentration in management and entrepreneurship, from the Kellogg School of Management. He is a Kauffman Fellow. Born in Cambodia, John immigrated to the U.S. at a young age. He and his parents are survivors of the Khmer Rouge concentration camp and were sponsored to the United States by the Catholic Sisters of St. Francis in La Crosse, WI where he grew up.


Thomas Eveland

Meet Them Where They Are
Friday May 13 2:00 - 2:30 PM

Founder
SBC Small Business Consulting, LLC

Thomas J. Eveland, PhD, is an active entrepreneur, finance professor, and published researcher in the fields of entrepreneurship, finance, and equity in higher education. In addition to his faculty role, TJ is the founder of SBC Small Business Advising, LLC, a small business consulting firm dedicated to providing specialized consulting and technical assistance to augment general advising teams at SBDCs, ecosystem grants and projects, government grants, and CDFIs across the country.


Bryan Fike

Growing the Clean and Renewable Energy Sector with SSBCI Funds
Friday June 17 1:40 - 2:20 PM

Research Officer
Drexel University




Ann Finnegan

Strategies for Incorporating Revenue-based Financing
Friday April 29 2:30 - 3:00 PM

Director
National Development Council

Ann has worked throughout her career to provide impactful financing solutions for growing businesses as well as for-and-non-profit developers committed to making investments in the nation's most economically challenged rural and urban communities. Ann has facilitated and/or delivered hundreds of millions of both public and private sector financing dollars for priority and job-creating projects, through both her commercial lending career and her extensive tenure with the National Development Council. Current priorities include expanding the capitalization of NDC's Community Impact Loan Fund, which will result in additional lending capacity and investment in target markets and partner communities. While a commercial lender, started and managed the bank's government guaranteed (USDA and SBA) lending operations. In the non-profit world, was part of the nationwide team responsible for the licensing, start-up, capitalization, CDFI certification, and operations of NDC’s Grow America Fund (one of the nation’s few SBA-licensed Small Business Lending Companies), and remained its President for more than a decade. Siena College undergrad, MBA from SUNY Albany.


Chelsea Gaylord

Growing the Clean and Renewable Energy Sector with SSBCI Funds
Friday June 17 1:40 - 2:20 PM

Graduate Research Analyst
Drexel University




Alecia Hart

Articulate What Matters
Friday May 13 1:30 - 2:00 PM

Strategic Program Manager
Utah Governor's Office of Economic Development




Robert Heard

Supporting Tribal Governments through Coordination and Partnership
Friday March 25 2:20 - 3:00 PM

Manager
Development Capital Networks

Robert Heard is a Managing Director and Founder of Development Capital Partners (DCN) and Cimarron Capital Partners, two affiliated firms with over 30 years of experience in development lending and equity investing. He is a pioneer in designing innovative programs that drive economic development by attracting capital and business-building talent to local economies. He frequently speaks on capital formation, portfolio optimization, technology transfer and state venture capital strategies.

With Cimarron, he designs and manages VC/PE accounts for clients that have included Iowa Fund of Funds, Arkansas Institutional Fund, Oklahoma Capital Investment Board, and Cimarron Business Capital. Robert has advised national development banks in Mexico and Colombia on building a venture capital industry and designing funds of funds. He has served on the advisory committees of numerous venture capital funds.

His leadership of DCN has included design and oversight of the Wyoming Smart Capital Network and North Dakota Red River Corridor Fund, both focused on development lending to small businesses under the US Treasury’s State Small Business Credit Initiative (SSBCI). He helped launch the Unmanned Aerial Systems (UAS) Cluster Initiative for Oklahoma and Kansas, and the Droneport Network.

Robert is committed to building organizations that support the growth of the entrepreneurial economy. He was a co-founder of the National Association of Seed and Venture Funds (NASVF), the Latin American Venture Capital Association (LAVCA), and the WBT Innovation Marketplace. He was a Board member of CDFA for four years and provided guidance to the organization for 18 years through DCN association management services. He serves on the National Advisory Council of the Federal Laboratory Consortium for Technology Transfer.

Robert is an angel investor in technology companies and a member of Cowboy Technology Angels and the Houston Angel Network. His publications include the “Innovation Finance Reference Guide” authored with Jim Troxel for CDFA, an “Angel Investing Workbook” for NASVF, and the National Governors' Association study on "The Experience of States with Seed and Venture Capital" co-authored with John Sibert.

Robert has a B.A. from the University of Oklahoma and an MBA from Northwestern University.


Christina Kappaz

Supporting Tribal Governments through Coordination and Partnership
Friday March 25 2:20 - 3:00 PM

Director of Business Development
Development Capital Networks

Christina has been a Director of DCN since its founding. She currently manages business development and supports our work increasing access to finance for entrepreneurs and small business owners. She is a member of investment committees for Cimarron Capital Partners and for the Colombian agriculture development bank Finagro, and is a member of the credit committee for the NESsT Small Enterprise Loan Fund.

Christina has 30 years of experience working in economic development, with a focus on entrepreneurship, access to capital, and job training. She led DCN and Cimarron teams in advising the governments of Mexico and Colombia on the development of their venture capital industries and the establishment of Funds of Funds designed to attract capital and business building talent to targeted regions. She was the founding Executive Director of the Latin American Venture Capital Association.

Christina started her career at the World Bank and Inter-American Development Bank before working as a consultant, both independently and as a partner with Millennia Consulting. She worked for four years with an international NGO, Youth Business International, that supports disadvantaged youth entrepreneurs.

Christina is fluent in Spanish. Her B.A. in Government is from Dartmouth College. She holds both an MBA and a Master of International Affairs from Columbia University.


Katie Kramer

State of SSBCI Program Implementation and Funding
Friday April 29 1:00 - 1:40 PM

Vice President
Council of Development Finance Agencies

Katie Kramer is a Vice President at the Council of Development Finance Agencies and has been with CDFA since 2005. She is an accomplished non-profit executive with expertise in fundraising, grant writing, operations, and building organizational capacity. In her role at CDFA, she leads Government & External Affairs, provides technical assistance to communities, and builds strategic partnerships with foundations, federal agencies, and other industry non-profits to grow the professional acumen of CDFA members and the development finance industry at-large.

Ms. Kramer interacts with thousands of development finance practitioners each year, guiding them through their professional development and understanding of the diversity of development finance programs. She has developed numerous courses in the CDFA Training Institute, edited several CDFA publications, and designed marketing and communications collateral for the association. Her writing has been featured in publications and reports on development finance, including those commissioned by The Kresge Foundation, W.K. Kellogg Foundation, World Bank, U.S. Economic Development Administration, U.S. Department of Energy, and U.S. Department of Agriculture. She regularly speaks about development finance at national and local conferences and is a guest lecturer at The Ohio State University.

Previously, Ms. Kramer served as CDFA’s Director of Education & Programs and Development Director. Before joining CDFA, Ms. Kramer worked in the Assessment Division at Ballard & Tighe, Publishers as Project Coordinator where she managed projects involved with the development of standardized language tests. Prior to Ballard & Tighe, Ms. Kramer was employed by Scripps College as Assistant Director of the Annual Fund where she organized fundraising campaigns for alumnae, parents, and students.

She studied art history at Scripps College and holds a BA in English with honors from Cleveland State University. Ms. Kramer is President of the Board for the Ohio Statewide Development Corporation and serves on the advisory board for Eldon & Elsie Ward Family YMCA.


Audra Ladd

Using SSBCI Capital to Support Manufacturing
Friday June 17 1:00 - 1:40 PM

Director of Manufacturing Policy
Urban Manufacturing Alliance




Phil Lodato

Financing Technology Businesses with SSBCI Funds
Friday June 17 2:20 - 3:00 PM

General Counsel
Elevate Ventures, Inc.




Johanna Nelson

Contracting with Financial Partners
Friday March 25 1:00 - 1:40 PM

Strategic Program Manager
New Mexico Economic Development Department

Johanna has worked in economic development for over 10 years, currently, she works under the Cabinet Secretary’s Office within the New Mexico Economic Development Department as a Strategic Program Development Coordinator. She is a Certified Economic Developer through the International Economic Development Council and was a previous Franzini Fellow with CDFA. She has owned several small businesses and currently operates a small business in her spare time. She holds an MBA in Organizational Development and a Bachelor’s of Science in Industrial Technology and Design.


Ian O'Grady

Growing the Clean and Renewable Energy Sector with SSBCI Funds
Friday June 17 1:40 - 2:20 PM

Research Officer
Drexel University

Ian is a Research Officer at Drexel University's Nowak Metro Finance Lab. His projects at the Lab focus on identifying and scaling innovative financing models for small businesses and entrepreneurs as local economies emerge from the Covid-19 pandemic. Ian joined the Lab from the Phoenix Industrial Development Authority where he worked to expand access to capital in historically marginalized neighborhoods and, over the past year, implemented more than $15 million in Covid-19 relief for small businesses. Ian also served in the Phoenix mayor's office where he worked on climate, water, and economic innovation policy. Ian earned his BA from Claremont McKenna College and MPhil from the University of Oxford as a Marshall Scholar.


Matt Perlow

Structuring a Venture Debt Program
Friday April 29 2:05 - 2:30 PM

Senior Vice President
Silicon Valley Bank

Matt Perlow is a senior vice president for Silicon Valley Bank’s Technology Relationship Management practice. Based in Boston, Matt strategically leverages the bank’s platform to help early-stage companies scale and break through. Focusing primarily on the enterprise software space, with concentrations in productivity and collaboration software as well as AI and infrastructure, he thrives on building relationships with founders, leaders, and innovators. With a deep understanding of the unique challenges start-ups face, Matt is dedicated to moving at full speed. Whether his clients seek custom-built venture debt financing, flexible banking services, or anything in between, Matt provides the right solutions at the right time.

Before taking on his current role, Matt spent three years in the San Francisco office working specifically with enterprise software companies. Earlier in his career at SVB, he focused on venture debt lending to early-stage technology companies in Boston. Matt holds a B.A. in economics with a minor in film studies from Bowdoin College.


Oscar Perry Abello

Articulate What Matters
Friday May 13 1:30 - 2:00 PM

Senior Economics Correspondent
Next City




Rachel Reilly

Strategies and Systems for Reporting and Compliance
Friday March 25 1:40 - 2:20 PM

State of SSBCI Program Implementation and Funding
Friday April 29 1:00 - 1:40 PM

Spread the Word
Friday May 13 1:00 - 1:30 PM

Senior Advisor
Council of Development Finance Agencies

Rachel Reilly is the Founder of Aces & Archers, a strategic advisory and consulting firm focused on addressing socioeconomic inequality by reimagining traditional models for economic growth and private investing. Rachel previously served as the Director of Impact Strategy at the Economic Innovation Group (EIG) where she led the organization’s work to support communities, policymakers and investors catalyzing sustainable economic growth in Opportunity Zones across the nation. Prior to EIG, Rachel was the Director of Impact Investing at Enterprise Community Partners where she expanded community investment opportunities for people and businesses by leading Enterprise’s $100 million debt offering – the Impact Note – as well as policy and advocacy activities related to impact investing. She has a Master’s in Real Estate Development from the University of Maryland, and served two terms as an elected representative in Washington, D.C.


John Saris

Contracting with Financial Partners
Friday March 25 1:00 - 1:40 PM

Finance Manager
Business Oregon

John Saris is the Finance Manager at Business Oregon. The mission of Business Oregon is to create, retain and attract businesses that offer living wage jobs for Oregonians. The Finance Officers that John works with administer the departments direct loan programs, loan-guarantee programs, and conduit bond programs for small business and have helped Oregon businesses access more than $2 billion of private capital through these public programs. John has also had the privilege to serve on the Board of Director’s for CDFA since 2010.


Andrew Stettner

Using SSBCI Capital to Support Manufacturing
Friday June 17 1:00 - 1:40 PM

Senior Fellow
The Century Foundation




Steve Storkan

Piloting New Products to Support Employee Ownership
Friday April 29 1:40 - 2:05 PM

Executive Director
Employee Ownership Expansion Network

Steve Storkan has been involved with employee stock ownership plans for over 25 years, most recently as the Director of ESOP Administration for Alerus Retirement and Benefits where he worked closely with businesses in the creation of an ESOP and the technical administration and compliance required in subsequent years. Steve spent 11 years as a member of the Board of Directors of the Minnesota-Dakotas Chapter of the ESOP Association where also served as Chapter President and VP of Government Relations. Steve holds a Certified Financial Planner (CFP®) designation from the University of Minnesota State Mankato.



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
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