Presenting Sponsors
Summit Organizers
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 – Future of CRA panel
Moderator: Brook Ames
Lisa Rice, CEO, National Fair Housing Alliance
Horacio Mendez, CEO, Woodstock Institute
Dr. Anurag Agarwal, CEO, RiskExec
10:00am – Data Matters panel
Preview of our new mortgage and branch data portal/How you can research your community
Moderator: Jason Andrade
Serrater Chapman, Director of Applied Research, Woodstock Institute
Amalie Zinn, PFE Jim Campen Non-Resident Fellow
10:30am BREAK
10:40am Reaching and Keeping Underserved Consumers panel
Moderator: Vanessa Greene, Chief Risk Officer, Mutual Bancorp
George Eckerd, Wealth and Markets Research Director, JPMorganChase Institute
Jason Ewas, Associate Director, Lifelong Saving and Investing, Aspen Institute
David Rothstein, Senior Principal at the Cities for Financial Empowerment Fund/Bank On
11:40am “Vault-side” chat with Vu Le, author and activist, Reimagining Nonprofits and Philanthropy
moderated by Tom Callahan
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
10:25am Elevating Equity award presentation and student scholarship award
10:40am Successes and challenges in Brockton panel
Moderator: Jason Andrade
Dr. Eliza Wilson, Director of Economic Development, City of Brockton
Other panelists TBA
11:15am Finding a Path to Homeownership in MA panel
Moderator: Sabrina Correia, New England Market Manager, VP, Corporate Responsibility, JPMorganChase
Keith Fairey, CEO, Way Finders
Courtney Brunson, Director, Economic Equity Initiatives at The Boston Foundation
Symone Crawford, Executive Director, MAHA
12pm Lunch Keynote speaker – James Diossa, Rhode Island General Treasurer
12:45pm APR for All panel
Truth-in-lending for merchant cash advance companies
Moderator: Tom Golden, Senior Vice President, Director of Enterprise Compliance, Rockland Trust
Jessica Moore, Director of Government Affairs, Massachusetts Restaurant Association
State Senator Liz Miranda, Second Suffolk District
Other panelists TBA
2:00 Reception and invitation to tour museum
Confirmed Summit Speakers and Panelists 2026
