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Patrick Davis

SSBCI Briefing - May 21
Friday May 21 1:00 - 2:00 PM

Vice President of Program Strategy and Development
Community Reinvestment Fund, Inc.




Lisa Delp

SSBCI Briefing - July 16
Friday July 16 1:00 - 2:00 PM

Founding Partner
GDI Partners

Lisa Delp brings a first-person perspective to the needs of emerging companies and the role of government in economic development. At state, national, and international levels she works to build sustainable entrepreneurial environments and create active networks of vital business resources. 
Guided by her own experience in a technology start-up she brings a first-person view to the need for government-led support of small businesses. When combined with her service as the Executive Director of the Ohio Third Frontier, a $2.3 billion government-led initiative to support entrepreneurial ventures, Lisa is able to see both sides of the economic development equation. Using this knowledge Lisa works globally to provide guidance in many aspects of technology-based economic development. 
As the Director of the Ohio Federal Research Network Commercialization Team Lisa operated at the interface between academic labs, Department of Defense (DOD) facilities, and Ohio industry. This work provided the insight to develop a repeatable, measurable, and scalable process to support the technology requirements of the DOD.
In 2018 Lisa formed GDI Partners with long-time business colleague Tracy Boettinger to offer the “Technology Requirements & Innovation Awareness Days” (TRIAD) initiative and support communities in reaching their fullest potential for company formation, economic growth, and local job creation.


Justin Field

SSBCI Briefing - July 16
Friday July 16 1:00 - 2:00 PM

Senior Vice President of Government Affairs
National Venture Capital Association

Justin serves as SVP of Government Affairs at NVCA. Justin joined NVCA in September 2014 and focuses on tax policy, capital formation, regulatory and energy issues. Justin is a member of the NVCA Tax Policy Council and acts as liaison to the Capital Markets Working Group, NVCA Growth Equity Group, Blockchain Technology Working Group and the Emerging Ecosystems Task Force.

Prior to joining NVCA, Justin spent twelve years on Capitol Hill serving as an aide to a House leadership office and most recently with the office of United States Senator Robert Menendez (D-NJ) where he was a Legislative Assistant responsible for tax issues and the senator’s work on the Senate Finance Committee. Justin served as Menendez’s advisor and liaison on matters related to the Senate Finance Committee as well his legislative negotiator on tax issues. In addition to managing Menendez’s tax portfolio, Justin was also responsible for a number of other issues including telecommunications, technology, and federal science policy. Justin began his career on Capitol Hill in the office of the House Democratic Caucus, where he was first a Staff Assistant and then later the Special Assistant to the Executive Director.

Field graduated from the University of Arizona with a Bachelor of Arts in Political Science and Business.


Andre Fowlkes

SSBCI Briefing - May 7
Friday May 7 1:00 - 2:00 PM

President
Start Co.

Working for 20+ years in wealth and money management, startups & entrepreneurship, government, journalism, non-profit, and economic & community development has allowed for Andre to accumulate a unique set of skills to build social, political, and financial capital for growing entrepreneurial ecosystems.


Pat Gouhin

SSBCI Briefing - July 1
Thursday July 1 1:00 - 2:00 PM

Chief Executive Officer
Angel Capital Association

Pat Gouhin is the Chief Executive Officer of the Angel Capital Association. He is an experienced chief executive with 30 years of professional technical association service whereby leadership contributions resulted in new products, expanded global market penetration, and an invigorated organizational culture based upon open leadership and empowerment. Prior to his time at ACA, Pat’s professional career includes three decades of association management experience with positions such as Chief Executive Officer, Executive Director, Chief Operating Officer and Director of Operations. During his tenure, Pat significantly increased revenue, delivered new services and successfully grew membership of multiple associations.


Malcolm Guy

SSBCI Briefing - July 1
Thursday July 1 1:00 - 2:00 PM

Coordinator, Government & External Affairs
Council of Development Finance Agencies

As a Coordinator of Government & External Affairs at the Council of Development Finance Agencies (CDFA), Malcolm Guy is primarily responsible for the organization’s government affairs, legislative activities, and technical engagements with communities. He routinely engages with the federal administration and agencies such as the USDA, HUD, EDA, Treasury, and EPA. He frequently guides practitioners through the world of economic development and regularly interacts with state and local agencies as they build and expand their development finance toolboxes. His areas of expertise include bond financing, small business financing, federal and state financing programs, and rural financing. Mr. Guy holds a Development Finance Certified Professional (DFCP) designation from CDFA.

Mr. Guy regularly advocates for public finance and economic development reforms by coordinating outreach efforts and meeting with Congressional offices. Mr. Guy was instrumental in the legislative effort to reauthorize the State Small Business Credit Initiative (SSBCI) program with $10 billion in the American Rescue Plan. He was a primary author of CDFA's Development Finance Solutions for Building Back Better: Policy Priorities for the Biden-Harris Administration, a Rural Infrastructure Financing Guidebook for California, as well as several other policy papers and publications. Mr. Guy is also charged with managing several webinar series’ for CDFA, leading a major internal project, and updating CDFA's Bond Finance Reference Guide.

Prior to joining CDFA, Mr. Guy was an Intern in the United States Senate. Mr. Guy also worked with a non-profit climate action group, as well as various political entities involved in grassroots campaign organizing. Mr. Guy is a graduate of The Ohio State University. He is the proud holder of a Bachelor’s Degree in Political Science, with Minors in City and Regional Planning as well as in International Relations.


James Key-Wallace

SSBCI Briefing - April 9
Friday April 9 1:00 - 2:00 PM

Executive Director
New Hampshire Business Finance Authority




Jeff Kraft

SSBCI Briefing - July 30
Friday July 30 1:00 - 2:00 PM

OEDIT Deputy Director and Director of Business Funding and Incentives
Colorado Office of Economic Development and International Trade

Jeff Kraft is Director of Business Funding and Incentives for the State of Colorado Office of Economic Development and International Trade.  Previously he was Director of Product Marketing at AT&T Mobility in New York City; worked for San Francisco start up company Telephia; did economic and public policy consulting at LECG; and was a financial analyst and bank regulator at the Federal Reserve Bank of New York.   Jeff has an undergraduate degree in Economics and Political Science from Tufts University, a Masters of Public Policy (MPP) from U.C. Berkeley and a Masters of Science in Real Estate from New York University.  Jeff is a Colorado native who grew up in Boulder and returned to Colorado in 2011.  He lives with his wife and two children Winnie and James (both under two years old).


Katie Kramer

SSBCI Briefing - April 9
Friday April 9 1:00 - 2:00 PM

SSBCI Briefing - May 7
Friday May 7 1:00 - 2:00 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 a board member for the Ohio Statewide Development Corporation and serves on the advisory board for St. Agatha School.


Adair Morse

SSBCI Briefing - April 9
Friday April 9 1:00 - 2:00 PM

SSBCI Briefing - July 1
Thursday July 1 1:00 - 2:00 PM

Deputy Assistant Secretary of Capital Access
U.S. Department of the Treasury

Adair Morse most recently served as the Soloman P. Lee Chair in Business Ethics, Associate Professor at the Haas School of Business at the University of California at Berkeley, Fellow at the Berkeley Center for Law and Business, and founding faculty director of the Sustainable and Impact Finance initiative at Berkeley-Haas. Until recently, she was on the Governance and Allocations Committee of the California Rebuilding Fund and on the Expert Panel for oversight of the global fund for the Ministry of Finance of Norway. She is an award-winning teacher of New Venture Finance, Impact Investing, and Sustainable Investing. Adair’s research spans multiple areas of finance: household finance, FinTech, discrimination, climate finance, small business and venture finance, corruption, and pension management. Recent work includes papers on algorithmic discrimination, impact investment, and small business fiscal programs. She holds a Ph.D. in finance from the University of Michigan, two Master’s degrees from Purdue University, and a Bachelor’s degree from Colgate University.


Christopher Nunn

SSBCI Briefing - April 23
Friday April 23 1:00 - 2:00 PM

Commissioner
Georgia Department of Community Affairs

Christopher Nunn was appointed Commissioner of the Georgia Department of Community Affairs (DCA) in 2017. He leads the State’s community development efforts to support local leaders in their efforts to build strong, vibrant communities. DCA has a broad reach that includes comprehensive planning, safe and affordable housing, downtown development, community infrastructure, and economic development finance.

Prior to DCA, Commissioner Nunn led a regional professional services firm as Chief Operating Officer. In this role, he was responsible for all business aspects of the 150-person firm, including strategic planning and growth. Previously, he spent 15 years as a business consultant with two global firms, Arthur Andersen and Russell Reynolds Associates, focused on strategic planning, operational improvement, leadership development, and executive recruiting.

A native of Perry, Georgia, he graduated Phi Beta Kappa from Emory University with a B.A. in Political Science. He earned his Master’s degree in International Relations from the University of St. Andrews in Scotland. Commissioner Nunn serves as Chairman of the Board of Directors at Wesley Woods, and he serves on the Boards of Advisors for the Robert T. Jones, Jr. Scholarship Trust at Emory University and the Center for Family Business at Kennesaw State University. He and his family are also active members of Peachtree Road United Methodist Church.

Commissioner Nunn and his wife, Nancy, have two children and live in Atlanta.


Michele O'Connor

SSBCI Briefing - June 18
Friday June 18 1:00 - 2:00 PM

Investment Manager

Michele O’Connor has more than 30 years’ experience in the finance and banking industry. She has attained her Certified Financial Planner designation along with the Accredited Investment Fiduciary Manager and Development Finance Certified Professional designations. She is also a graduate of the Venture Capital Institute. Michele was the Portfolio Manager for the Trust Department at First United Bank and managed over $600 million for the department. Currently she is the Investment Manager for the West Virginia Jobs Investment Trust, which is a leading WV venture capital firm focused on turning the innovation of new ideas into successful world-class companies. She is a Board member, Treasurer and Chair of TechConnect West Virginia and serves as an Advisory Board Member for the WVSBDC.

She has extensive experience in entrepreneurship having successfully run a cottage knitting business contracting with other women to create knitted items to be sold in exclusive boutiques and department stores in New York and San Francisco. Additionally, she has launched an e-commerce website and has integrated social media marketing to create a web based travel advisory service.

Michele graduated Magna Cum Laude with a BA in Finance from the University of Maryland University College.


Cory Phelps

SSBCI Briefing - June 4
Friday June 4 1:00 - 2:00 PM

Vice President
Idaho Housing and Finance Association

Cory Phelps has been with the Idaho Housing and Finance Association (IHFA) for seven years, leading its business finance and economic growth activities, and building its portfolio to an average of $200 million in annual business. Mr. Phelps currently manages a team of 22 in the administration and oversight of Idaho’s Low-Income Housing Tax Credit (LIHTC), HOME loan, Collateral Support (CSP), and Tax-Exempt Bond Financing programs.

As Vice President, Mr. Phelps manages the competitive application process for annual LIHTC awards and all aspects of tax-exempt bond financing for manufacturing, nonprofit, and affordable housing projects. He also coordinates communication with all finance partners, including project developers, investors, underwriters, borrowers and commercial banks. In 2016, he consolidated the Economic Development and Multifamily Housing departments to form the Project Finance business unit.

Previously, Mr. Phelps held finance positions with Zions First National Bank as the Vice President and Commercial Portfolio Manager and Washington Mutual Commercial Bank as a Commercial Banking Officer. Most recently before IHFA, he was with the Eastern Idaho Development Corporation.

Mr. Phelps is currently a Board Chair of Capital Matrix, a SBA 504 lender, and the New Market Tax Credit Advisory Board of MoFi (formerly Montana & Idaho CDC). A graduate of the Greater Pocatello Chamber of Commerce Leadership Pocatello program, he also served on the program’s Board of Directors and as a facilitator. His community involvements include leadership positions with the Southeastern Idaho Community Action Agency, Portneuf Greenway Foundation, Greater Pocatello Chamber of Commerce and the Pocatello Zoological Society. Mr. Phelps earned a Bachelor’s degree of Business Administration in Finance with a minor in Political Science from Idaho State University.


Nikki Porcher

SSBCI Briefing - May 7
Friday May 7 1:00 - 2:00 PM

Founder
Buy From A Black Woman

Nikki Porcher is the Founder of Buy From A Black Woman. Since 2016, Buy From A Black Woman has empowered, educated, and inspired Black Women business owners and the people who support them. A registered tax-exempt nonprofit 501(c)(3) organization, Buy from a Black Woman ensures that Black Women have the tools and resources that will allow them to be successful. Through educational programs, an online directory, and funding, Buy from a Black Woman continues to grow as a trusted resource that helps Black Women in business.


Keith Rachey Altman

SSBCI Briefing - May 21
Friday May 21 1:00 - 2:00 PM

Chief Impact Officer
Community Reinvestment Fund, Inc.

Keith Rachey is responsible for developing and executing the business strategies necessary for CRF to be a catalyst for creating meaningful community impact. He oversees marketing, community engagement, strategic partnerships and capital raising for CRF. CRF is a national non-profit and Community Development Financial Institution (CDFI) loan fund with a mission to empower people to improve their lives and strengthen their communities through innovative financial solutions.


Pravina Raghavan

SSBCI Briefing - May 21
Friday May 21 1:00 - 2:00 PM

Executive Vice President
Empire State Development

Pravina, Executive Vice President, Division of Small Business and Technology Development for Empire State Development, has 20+ years of experience in providing strategic advisory services to businesses in the start-up, growth, expansion and maturity phases of development. Prior to joining ESD, Pravina was the Senior Advisor to the Deputy Secretary of the U.S. Department of Commerce, Deputy Associate Administrator of Investment and Innovation at the U.S. Small Business Administration (SBA) and the District Director for SBA’s New York District Office.

Before joining the federal government, Pravina was a Vice President with MTV and BET Networks, an owner and partner of a strategic advisory firm and Business Development Director for Misys PLC, one of the world’s largest banking software companies. She was also an associate at Broadview International, a London investment bank, and worked at AT&T in several finance and management roles, including her last 5 years as the M&A Director for Europe & Asia. Pravina has an MBA in Finance from Seton Hall University and a B.S. in Finance from The Pennsylvania State University.


Ryan Ramkhelawan

SSBCI Briefing - May 7
Friday May 7 1:00 - 2:00 PM

Vice President of Venture Development
Start Co.

Ryan is a serial startup founder turned venture development professional. After taking two medical device startups through FDA , market entrance, and to scale, Ryan joined Start Co. as VP of Venture Development. Ryan oversees investment opportunities for internal and corporate accelerators as well as, teach lean startup principles and act as an executive coach to new startup CEO's. In addition to his venture development career, Ryan is an experienced medical device executive with over 15 years of clinical experience. His experience in perioperative services, organ transplantation and human tissue dissection gave him a deep understanding of healthcare and the ability to identify unmet clinical needs. Ryan's business and clinical accomplishments allowed him to become a founding member of the Forbes Technology Council and a member of the Young Entrepreneur Council. Also, he received recognition as Top 40 Under 40 by the Memphis Business Journal in 2014 and The National Vascular Recognition Award for the longest saphenous vein recovery without surgical error in the nation.


Rachel Reilly

SSBCI Briefing - April 9
Friday April 9 1:00 - 2:00 PM

SSBCI Briefing - April 23
Friday April 23 1:00 - 2:00 PM

SSBCI Briefing - May 7
Friday May 7 1:00 - 2:00 PM

SSBCI Briefing - May 21
Friday May 21 1:00 - 2:00 PM

SSBCI Briefing - June 4
Friday June 4 1:00 - 2:00 PM

SSBCI Briefing - June 18
Friday June 18 1:00 - 2:00 PM

SSBCI Briefing - July 1
Thursday July 1 1:00 - 2:00 PM

SSBCI Briefing - July 16
Friday July 16 1:00 - 2:00 PM

SSBCI Briefing - July 30
Friday July 30 1:00 - 2:00 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.


Jeff Stout

SSBCI Briefing - April 23
Friday April 23 1:00 - 2:00 PM

SSBCI Briefing - May 21
Friday May 21 1:00 - 2:00 PM

Director
U.S. Department of the Treasury

Jeffrey Stout is an experienced leader with a proven track record starting and growing public and private sector initiatives. Jeff has been with the U.S. Department of the Treasury for over 10 years. He was a key member of a small team that launched a new federal program called the State Small Business Credit Initiative (SSBCI). From 2011-2012, Jeff was the program's Outreach Manager. He was promoted to Deputy Director in 2012 and was instrumental in developing a strategic plan, deploying $1.4 billion in grant funding, and overseeing a technical assistance program. In 2015 he became the Director of the SSBCI program, and in 2019 he became the Director of the Office of Federal Program Finance. Prior to his career at the Department of the Treasury, Jeff was the Senior Vice President and Director of Business Development at City First Bank - Washington, DC's only bank dedicated solely to community development finance.


Troy Vosseller

SSBCI Briefing - July 16
Friday July 16 1:00 - 2:00 PM

Co-Founder
gener8tor

Troy is the Co-Founder of gener8tor. gener8tor’s turnkey platform for the creative economy connects startup founders, musicians, artists, investors, universities and corporations. The gener8tor platform includes pre-accelerators, accelerators, corporate programming, conferences and fellowships. gener8tor operates more than 45 accelerators annually across 28 cities, 16 states and 3 countries, working with more than 200 startups per year. To date, gener8tor's startup alumni have raised $600M in follow-on capital and employ more than 5,000 people.


Carmen West

SSBCI Briefing - July 30
Friday July 30 1:00 - 2:00 PM

Senior Advisor for Capital Access
U.S. Department of Commerce





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