Over 300 people attended our 2026 Financial Equity Summit over two days culminating on October 7th at the Fuller Craft Museum in Brockton.
Featured panelists and speakers included Lisa Rice, CEO, National Fair Housing Alliance; Horacio Mendez, CEO, Woodstock Institute; Dr. Anurag Agarwal, CEO, RiskExec; Vu Le, author and activist, Reimagining Nonprofits and Philanthropy; and James Diossa, Rhode Island General Treasurer.
Each year, the Summit brings together leaders from financial institutions, community organizations, government, and research organizations to examine both the policy challenges and practical solutions shaping financial equity in Massachusetts and across the nation.
“The core mission should not change,” Brook Ames, Senior Vice President, General Counsel & Chief Risk Officer at Leader Bank and chair of PFE, said in his introductory remarks which referenced proposed changes to the Community Reinvestment Act. “It should be about lifting up communities that have been left behind.”
Boston, MA — The Partnership for Financial Equity (PFE) today released a groundbreaking new report, Trust and Financial Access Among Lower-Income Residents in Massachusetts, presenting the first-ever statewide survey focused…
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In early March, PFE members and friends convened at Hanscom Federal Credit Union’s innovative WealthTrek branch in Burlington and tried our hand at questing!
WealthTrek Questing is a first-of-its-kind financial experience that allows you to play to learn. Four PFE teams of four to five people each successfully finished a fun financial challenge.
Many thanks to our Hanscom FCU hosts John Doyle, SVP, Residential Lending Sales and Mohammad Rizwan, VP, Financial Wellness Management & Strategy.
Partnership for Financial Equity helps financial institutions to stay current on Community Reinvestment Act requirements and engage in important research and timely conversations about investments in low- to moderate-income neighborhoods . Membership donations to Partnership for Financial Equity are a qualified investment under the State’s CRA statute.
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Our Small Business Lending Committee promotes the economic vitality of low- and moderate-income communities with insight, ideas and data designed to encourage small business lending and close racial wealth gaps.
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Our Mortgage Lending Committee works to close the racial homeownership gap and to expand and sustain homeownership in low- to moderate-income neighborhoods.
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Our Responsive Banking Services Committee supports Basic Banking for Massachusetts and addresses emerging issues impacting access to financial services for low- to moderate income households.
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Our CRA Peer Group is a network, resource and voice providing CRA officers an opportunity to respond to regulatory changes, share resources, and elevate best practices.
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Through shared insights, best practices, and innovative strategies, we aim to foster collaboration and knowledge-sharing among community stakeholders, creating a dynamic group dedicated to advancing responsible and equitable community reinvestment strategies.
Read MoreBOSTON — The Partnership for Financial Equity (PFE) is urging federal banking regulators to reconsider proposed changes to the Community Reinvestment Act (CRA), warning that the proposal could weaken accountability, reduce community […]
Read MoreThe Partnership for Financial Equity (PFE) is pleased to welcome The Cooperative Bank, Boston’s Neighborhood Bank™, as its newest member. TCB has branches in Roslindale, Jamaica Plain, West Roxbury and […]
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“At the Partnership for Financial Equity, our member banks and community organizations are always hard at work making a significant impact in reaching underserved communities in Massachusetts,” said Brook Ames, SVP, General Counsel and Chief Risk Officer for Leader Bank and chair of the Partnership for Financial Equity.