5th Annual Summit:

Financial Equity Summit 2026

Register here for PFE’s 5th annual Financial Equity Summit will take place on October 6th via webinar and October 7th in-person at Fuller Craft Museum in Brockton.

Two days. Big ideas. From the future of the Community Reinvestment Act and access to homeownership, small-business lending, and financial inclusion, this year’s Summit brings together an extraordinary lineup of voices and fresh ideas. Plan to join us for both exciting days.

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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Presenting Sponsors

 

 

Summit Preview

Our two-day Summit will take place on October 6-7, 2026. October 6th will be from 9am-12pm via webinar and October 7th in-person at Fuller Craft Museum in Brockton from 10am-3pm. Plan to join us for both exciting days. Presenting Sponsors: JPMorganChase and Happen Bank.

Day One Agenda

Tuesday, October 6th from 9am-12:30pm – Zoom webinar

9:00am: Open and welcome from Brook Ames, SVP, General Counsel & Chief Risk Officer, Leader Bank

9:05am: Looking forward to a Modern, Strong and Stable Community Reinvestment Act

Moderator: Brook Ames, SVP, General Counsel & Chief Risk Officer, Leader Bank
Lisa Rice, CEO, National Fair Housing Alliance
Horacio Mendez, CEO, Woodstock Institute
Dr. Anurag Agarwal, CEO, RiskExec

10:00am: Leveraging Community Data: Navigating PFE’s New Mortgage and Branch Data Portal

Moderator: Jason Andrade, CFP®, Partnership for Financial Equity
Serrater Chapman, Director of Applied Research, Woodstock Institute
Amalie Zinn, PFE Jim Campen Non-Resident Fellow

10:30am: BREAK

10:40am: Building Wealth from the Ground Up – Asset Building and Inclusive Banking Strategies

Moderator: Vanessa Greene, Chief Risk Officer, Mutual Bancorp
Davida Walsh Farrar, Vice President, Financial Health Policy, JPMorganChase Policy Center
Jason Ewas, Associate Director, Lifelong Saving and Investing, Aspen Institute
David Rothstein, Senior Principal at the Cities for Financial Empowerment Fund/Bank On

11:30am: “Vault-side” chat with Vu Le, author and activist, Reimagining Nonprofits and Philanthropy
moderated by Tom Callahan

12:20pm: Preview of Day Two in Brockton

Day Two Agenda

Wednesday, October 7th from 10-2 in-person at Fuller Craft Museum in Brockton

10:00am: Reception with coffee
10:15am: Opening remarks from Brook Ames and Vanessa Greene

10:20am: On the Ground in Brockton: Expanding Homeownership and Economic Development

Moderator: Jason Andrade, CFP®, Partnership for Financial Equity
Dr. Eliza Wilson, Director of Economic Development, City of Brockton
Rob Corley, CEO, NeighborWorks Housing Solutions
Alex Edwards, Principal Broker, Thumbprint Realty

11:00am: Bridging the Gap: Statewide Paths and Partnerships for Affordable Homeownership

Moderator: Sabrina Correia, New England Market Manager, VP, Corporate Responsibility, JPMorganChase
Matthew Konsa, National Grants & Partnership Lead, Community Responsibility, MassMutual 
Keith Fairey, CEO, Way Finders
Courtney Brunson, Director, Economic Equity Initiatives at The Boston Foundation
Symone Crawford, Executive Director, MAHA

11:50am: Elevating Equity award presentation and student scholarship award

12:00pm: LUNCH

12:30pm: Keynote speaker – James Diossa, Rhode Island General Treasurer

1:00pm: Championing Main Street: The Campaign for Transparency in Small Business Lending

Moderator: Tom Golden, Senior Vice President, Director of Enterprise Compliance, Rockland Trust
Jessica Moore, Director of Government Affairs, Massachusetts Restaurant Association
Kimberly Lyle, CEO, Dorchester Bay EDC
Lisa Ranglin, CEO, RIBBA
State Senator Liz Miranda, Second Suffolk District

2:00pm: Reception and invitation to tour Fuller Craft Museum

Previous Annual Summits

• 2026