4th Annual Summit:

Financial Equity Summit 2025

Our 4th annual Financial Equity Summit will take place over two days, October 7th via webinar from 9am-12pm and October 8th in-person from 10am-2:30pm at The Vault, 238 Essex Street in Lawrence. Registration is now open.

 

This event was approved by ABA Professional Certifications for 7 CRCM, CFMP credits. Certification holders must report these credits at https://aba.csod.com. This event will appear under Approved Non-ABA CE as: Partnership for Financial Equity/ 2025 Financial Equity Summit. 

 

 

 

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Presenting Sponsor:

Summit Conveners

 

 

Summit Organizers

 

 

 

 

 

Community Champions

 

Summit Preview

Our two-day Summit, with Presenting Sponsor LendingClub, takes place this year on October 7-8, 2025. We have a compelling two days scheduled with the announcement of our Elevating Equity awards; the release of cutting-edge research on trust in banking; an exciting new statewide coalition announcement; expert panels and keynotes you won’t want to miss! 

October 7th on Zoom

9:00 AM – Welcome from Brook Ames, General Counsel & Chief Risk Officer, Leader Bank

9:10 AM – Roundtable discussion: Protecting Consumers – Leadership at the State and Local Level  with Commissioner Vilda Vera Mayuga, of NYC Department of Consumer and Worker Protection and Yael Shavit, Chief of the Consumer Protection Division of the MA Attorney General’s Office, moderated by Brook Ames of Leader Bank

9:40 AM – Panel #1: Building Financial Equity: The Bank On Massachusetts Coalition Launch

      • Jason Andrade, PFE (moderator)
      • Lisa Locke, Bank On National Data Hub, Federal Reserve Bank of St. Louis
      • Beverly Somerville, Dedham Savings
      • Paige Diner, Cities for Financial Empowerment Fund
      • Rachel Rodri and Nora Boyle, Bank On Boston

 

10:40 AM – Break

10:50 AM – Panel #2: Leveling the Playing Field: Securing Fair Lending Practices for Small Businesses

      • Louis Caditz-Peck, Responsible Business Lending Coalition (moderator)
      • Tracye Whitfield, Coalition for Equitable Economy
      • Elyson dos Santos, Rockland Trust
      • Andrea Ierace, Ascendus
      • Cailey Locklair, Maryland Retailers Alliance

 

October 8th at The Vault, 238 Essex Street in Lawrence

10:00 AM – Coffee, tea and networking

10:15 PM – Opening Keynote: Julieann M. Thurlow, CEO, Reading Cooperative Bank and past chair of American Bankers Association

10:30 AM – Panel #1: What Does Trust in Banking Really Mean? Results from Our New Research

      • Jason Andrade, Partnership for Financial Equity (moderator)
      • Rich Parr, MassINC Polling Group
      • Amalie Zinn, USC Sol Price School of Public Policy (formerly Urban Institute)
      • Juan Pablo Bonilla Santiago, United Way of Massachusetts Bay

 

11:15 AM – Break

11:25 AM – Panel #2: Lawrence Rising: Local Voices, Lasting Impact

  • Juan Pablo Bonilla Santiago, United Way of Massachusetts Bay
  • Erika Hernandez, ACT Lawrence
  • Glynn Lloyd, Nectar Community Investment
  • Jess Andors, Lawrence CommunityWorks

 

12:10 AM – Remarks from Brian A. De Peña, Mayor of Lawrence

12:20 AM – Elevating Equity Awards Presentation

12:30 PM – Lunch and networking

1:00 PM – Panel #3: CEO Panel: Branches that Build Communities

      • Sabrina Correia, JP Morgan Chase (moderator)
      • Dana Neshe, CEO, Middlesex Savings
      • Julieann Thurlow, CEO, Reading Cooperative
      • Ryan Bailey, CEO, Cambridge Savings

 

1:45 PM – Closing Keynote: Anna Gifty Opoku-Agyeman, author of The Double Tax; How Women of Color are Overcharged and Underpaid

2:15 PM – Reception and book signing

 

Previous Annual Summits