5th Annual Summit:

Financial Equity Summit 2026

More than 300 people attended PFE’s 2026 Financial Equity Summit, a two-day event that culminated on October 7 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.”

Presenting Sponsors: JPMorganChase and Happen Bank.

7.75 CRCM, CFMP, 4 CERP credit. APPROVED NON-ABA CE search for training will appear as: Partnership for Financial Equity | 2026 Financial Equity Summit

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