Agenda

Monday, May 3, 2021
11:45 AM - 12:00 PM
Welcome and Opening Remarks
Sam Ozeck - FDIC
Kara Ward - Annual Symposium Co-Chair and Holland & Knight Partner
Tilcia Toledo - WHF Director, Annual Symposium Co-Chair and FTI Consulting Managing Director
12:00 PM - 1:00 PM
Fireside Chat with Sallie Krawcheck, Co-Founder and CEO of Ellevest
Introduced by: Natasha Sim - National Community Reinvestment Coalition
Moderated by: Tilcia Toledo - WHF Director, Annual Symposium Co-Chair and FTI Consulting Managing Director
Moderated by: Kara Ward - Annual Symposium Co-Chair and Holland & Knight Partner
1:05 PM - 2:05 PM
Wealth and Inequality: How Financial Institutions Are Rising to the Challenge
Introduced by: Kara Ward - Annual Symposium Co-Chair and Holland & Knight Partner
Prof. James H. Carr - Wayne State University
Jeannine Jacokes - Partners for the Common Good
Andrew Moss - Office of the Comptroller of the Currency
Katherine B. Quinn - U.S. Bank
2:10 PM - 2:50 PM
Remarks by John Williams, President & CEO of Federal Reserve Bank of New York
Introduced by: Karen Schnell - Senior Director, FTI Consulting
Moderated by: Sam Ozeck - WHF President
3:00 PM - 4:15 PM
Accelerating the Digital Transformation in Financial Services
Introduced by: Rebecca Green - U.S. Bank, Attorney
Moderated by: Stella Mendes - FTI Consulting
Amy Friend - FS Vector
Beth Knickerbocker - Office of the Comptroller of the Currency
Jeremy Knobel - SVB Financial Group
4:20 PM - 4:25 PM
WHF Foundation
Suzanne Garwood - WHF Foundation President
4:25 PM - 4:40 PM
Remarks from Donald H. Layton, Senior Industry Fellow, Joint Center for Housing Studies of Harvard University
Introduced by: Donna Howell - Senior Vice President, Ampcus Inc.
4:40 PM - 4:50 PM
Sponsor Acknowledgement
Mary Pat Denney - Oakleaf Group
Rupa Nanda - U.S. Bank
4:50 PM - 4:55 PM
Closing Remarks
Kara Ward - Annual Symposium Co-Chair and Holland & Knight Partner
Tilcia Toledo - WHF Director, Annual Symposium Co-Chair and FTI Consulting Managing Director
5:00 PM - 6:00 PM
Networking