Register Now for our Financial Equity Summit 2023
on October 3-4!

Join us on October 3rd and 4th for our second annual Financial Equity Summit with a great line-up of speakers and panelists, featuring Massachusetts Attorney General Andrea Joy Campbell, Connecticut State Treasurer Erick Russell, Vermont State Treasurer Mike Pieciak, Jillian White, CEO of Appraisal Insights and Leah Rothstein, co-author of Just Action. This year, we will host an in-person panel discussion on appraisal bias and a reception on October 4th from 4pm-7pm at Roundhead Brewing in Hyde Park, the state’s first Latino brewery!


Our 2023 Financial Equity Summit will open on October 3rd at 9:00am with a conversation with Leah Rothstein, co-author of Just Action, an important follow-up to The Color of Law.

That conversation will be followed by a panel discussion with Sabrina Correia, New England Market Manager and VP, Corporate Responsibility at JP Morgan Chase and Whitney Demetrius, Director of Fair Housing and Municipal Engagement at Citizens Housing and Planning Association.

Our panel at 10:00am will be Building Equity: Homeownership Solutions edition moderated by Elliot Schmiedl, Director of Homeownership at the Massachusetts Housing Partnership. The panel will feature Shanti Abedin, Vice President of Housing and Community Development at the National Fair Housing Alliance; Symone Crawford, Executive Director at the Massachusetts Affordable Housing Alliance; Megan Ryan, Senior Advisor for Homeownership Programs at the Boston Housing Authority; and Ken Willis, Senior Vice President at Federal Home Loan Bank.

We will close the first day of the Summit with a 11:00am session on What’s working with our neighbors featuring Erick Russell, Connecticut State Treasurer on Baby Bonds; Mike Pieciak, Vermont State Treasurer on Vermont Saves and increasing retirement savings; and the State of Black Homeownership in Rhode Island with Dr. Akilah Dulin, Professor and Chair, Tulane School of Public Health and Tropical Medicine – Social, Behavioral, and Population Sciences; Brenda Hayden, Assistant Director Homeownership at RI Housing; and Dwayne Keys, Director of Programs for Multifamily at Compass Working Capital and long-time resident of and advocate for Providence’s Southside community.


On Wednesday, we will continue with a timely panel at 9:15am on Community Reinvestment Act modernization featuring Anna Cheong, Community Affairs Specialist, FDIC; Delisa Joseph, VP and CRA Officer for Needham Bank; Tom Golden, VP and CRA Officer for Rockland Trust; and Vanessa Greene, EVP and Chief Risk Officer for Cape Cod Five.

At 10:15am, our Small Business panel will focus on programs that working to close the racial wealth gap and features Darrell Byers, CEO of Interise; Ana Hammock, Chief Lending Officer at Ascendus; Sue Murray, Executive Director of South Eastern Economic Development (SEED) Corp.; and Aliana Piñeiro, Director of Impact at Boston Impact Initiative.

Finishing off the morning at 11:15am will be a look at 25 years of two unsung insurance investment funds. The panel is moderated by MassINC CEO Joe Kriesberg and features Kristen Harol, President of The Life Initiative and Michelle Volpe, President of the Property & Casualty Initiative.

Be sure to join us at 4:00pm in-person at Roundhead Brewery in Hyde Park, the state’s first Latino brewery!

At 4:30pm, MA Attorney General Andrea Joy Campbell will speak on the subject of appraisal equity followed by Jillian White, CEO of Appraisal Insights, with her story of “whitewashing” her home in order to receive a fair appraisal and ways banks and regulators can root out bias in appraisals. We will follow with a panel featuring Danyl Collings, CEO of Four Core Valuation and Maritza Crossen, Director of Strategic Initiatives at CHAPA moderated by Brook Ames, SVP, General Counsel and Chief Risk Officer for Leader Bank and incoming chair of Partnership for Financial Equity.

We will end with a brief Annual Meeting for Partnership for Financial Equity followed by a reception with dinner, drinks, and networking.

All attendees will receive a complimentary copy of Just Action, How to Challenge Segregation Enacted Under the Color of Law, published by Liveright and co-authored by Leah Rothstein and Richard Rothstein.

Connections, Best Practices, Thought Leaders

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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