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Let’s Do Business Floridafmcrc.org/2010SummitFinalAgendaJune2.pdfLet’s Do Business Florida, 2010 Census Initiatives, Introductions & FDIC Legal Outsourcing Opportunities, Access

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Page 1: Let’s Do Business Floridafmcrc.org/2010SummitFinalAgendaJune2.pdfLet’s Do Business Florida, 2010 Census Initiatives, Introductions & FDIC Legal Outsourcing Opportunities, Access
Page 2: Let’s Do Business Floridafmcrc.org/2010SummitFinalAgendaJune2.pdfLet’s Do Business Florida, 2010 Census Initiatives, Introductions & FDIC Legal Outsourcing Opportunities, Access

Let’s Do Business Florida-Summit Co-Chairs:

Roland Sanchez-Medina Esq.Immediate Past Chair, Cuban American Bar Association

Roger CamposPresident, Minority BusinessRoundtable

Damon LesterPresident, National Association of Minority Auto Dealers

Joy BrucePresident, Asian American Federation of Florida

Doug MayorgaPresident, Florida Minority Chamber of Commerce

Reginald J. Clyne Esq.Past Chair, Black Lawyers Assoc of Miami-Dade County

Jorge Mestre Esq.Regional President, U.S. Hispanic Bar Association

Ron FrazierChairman, BAC Funding Corporation

Elaine BlackPresident, Liberty City Trust

Glorious JohnsonCouncil member, City of Jacksonville

Al PinaChair, FMCRC

-Creating Jobs in Inner Cities-

Let’s Do Business FloridaLet’s Do Business Florida (www.letsdobusinessflorida.com) will provide Florida

and southeast U.S. minority small businesses the opportunity to access contract opportunities with Tier 1 (Prime) suppliers for financial institutions, including telecom, automotive and other key bank suppliers.

-Florida Legal Opportunity Forum Providing contract opportunities in financial industry for Florida minority law firms

-Community Reinvestment Act (CRA) Investment Test Forum Panelists discuss new models for CRA investments

-Access To Capital Forum Bringing access to equity-mezzanine investment funds for minority businesses -Basics of Equity and Mezzanine Financing

-Access To Community Economic Development Capital Forum -Community Development Financial Institutions (CDFI)

-Community Development Entities (CDE) -Creating Community Economic Development Corporations New generation master community development mechanism for job creation in Florida minority low-moderate income communities

-Builder of Community and Country Awards DinnerKeynote Speaker: Ms. Kerry Kennedy Esq.(Founder Robert F. Kennedy Center for Justice & Human Rights)

Page 3: Let’s Do Business Floridafmcrc.org/2010SummitFinalAgendaJune2.pdfLet’s Do Business Florida, 2010 Census Initiatives, Introductions & FDIC Legal Outsourcing Opportunities, Access

Let’s Do Business Florida

, 2010 Census Initiatives

, Introductions & FDIC Legal Outsourcing Opportunities

, Access to Patient Capital for Minority Businesses

This forum will allow minority business owners to better understand the current state and role of equity and mezzanine financing. Minority businesses are the foundation to job creation in minority communities but they are not islands unto themselves, but operate in a rapidly changing global economy. Minority businesses are the fastest growing segment yet only account for a fraction of equity capital investments. Patient capital is critical to allowing minority growth companies to expand and create jobs. The panelist will address pervasive problems confronting minority small market businesses and the basics to private equity capital.

Moderators: Craig Fowler, Managing Director, BAML Capital Access Funds, Bank of America Merrill Lynch Panelists: Willie Woods, Managing Partner, ICV Capital Partners; Preston G. Walsh, Managing Director, PNC Mezzanine Fund; Carlos Signoret, Co-founder/Managing Partner, Hispania Capital Partners; Greg Baty, Vice-President, Hamilton Lane.

Part II - The Anatomy of a Deal Moderator: Craig Fowler. Managing Director, BAML Capital Access Funds, Bank of America Merrill Lynch Panelists: Jim Davidson, Managing Director, Banyan Mezzanine Funds; Al Salas, Founder and CEO of Koning Restaurants International, the largest Pizza Hut franchisee in South Florida

, Panel Discussion: Empowering the Asian American Community in Florida

Panel Presenters: Christina Lagdameo, Deputy Director of the White House Initiative on AAPIs ; Lisa Hasegawa, Executive Director, National Coalition for Asian Pacific Community Development ; Al Pina, Chair, FMCRC ; Barbara Romani, Director,Citi Community Relations

CRA Investment Test Forum-Impacting Florida Minority Low-Moderate (Under-served) Income Communities Creating Model CRA Activities for Florida

This session will review the future of the Investment Test for the Community Reinvestment Act in light of the financial crisis and the impact for Florida minority low-moderate income communities. The panel will discuss innovate CRA activities and what currently qualifies as a service investment and Recommended service investments that will benefit both financial institutions and Florida inner cities that have an impact on job creation.

Moderators: Roland Sanchez Medina Esq. (Immediate Past President of Cuban American Bar Association) Reginald J. Clyne Esq. (Past Chair, Black Lawyers Association of Miami-Dade County-Past Chair, Equal Opportunity Section of Florida Bar Association) Monica Navarro (CFO, Urban League of Broward County) Panelists: Joseph Firschein (Asst. Director of Community Affairs-Board of Governors of the Federal Reserve System) Beth Castro (Director of Community Development-Office of the Comptroller and Currency) Janice Mathis (VP and General Counsel-Rainbow Push) Joseph Pigg (VP-Sr. General Counsel-American Bankers Association) Erbi Blanco-True (Sr. VP-CRA Officer-Great Florida Bank) Aracely Panameno (Director Latino Affairs-Center for Responsible Lending) Mona Diaz (Senior Attorney, FDIC Legal Division)

Page 4: Let’s Do Business Floridafmcrc.org/2010SummitFinalAgendaJune2.pdfLet’s Do Business Florida, 2010 Census Initiatives, Introductions & FDIC Legal Outsourcing Opportunities, Access

Hamilton Lane-Florida Growth Fund (Luncheon By Invitation Only) Minority fund managers and community economic development experts discuss replication of $500 million CA fund in FL, which targets equity

investments into businesses that are located in minority low and moderate income communities

The Hon.President of Honduras, Porfirio Lobo, will address small businesses and entrepreneurs about the business opportunities between Honduras and Florida by encouraging business development through initiatives, innovation and investments through the creation of practical solutions that address the most pressing issues facing all emerging markets, such as energy, the environment, and job creation. The luncheon is co-hosted by the Minority Chamber of Commerce of Miami.

Access to Banks, Key Corporations and Tier 1 Suppliers

Minority Business Certification Process

, Round Robin Interviews with minority attorneys

Keynote Speaker: (Founder of the Robert F. Kennedy Center for Justice & Human Rights)

Let’s Do Business Florida

Keynote Speaker:

Ms. Kerry Kennedy Esq. Founder, Robert F. Kennedy Center for Justice and Human Rights

Guest Speaker: Arizona Immigration Law - Mr. Thomas A. Saenz Esq. President, Mexican American Legal Defense & Education Fund

Emcee: Jose (JR) Cardenas Cardenas Marketing

Asian, Latino and African American community leaders to be honored for their significant contribution to community revitalization of minority low and moderate income communities and businesses.

Immediate Past President Executive Director Cuban American Bar Association Equality Florida

Founding Officer President Coalition for Filipino American Florida Minority Supplier Development Council Organizations of Central Florida

Sr. Vice President, Supplier Development President Bank of America National Association of Minority Automobile Dealers (NAMAD)

Page 5: Let’s Do Business Floridafmcrc.org/2010SummitFinalAgendaJune2.pdfLet’s Do Business Florida, 2010 Census Initiatives, Introductions & FDIC Legal Outsourcing Opportunities, Access

Keynote Speaker:

Ms. Kerry Kennedy Esq. Founder, Robert F. Kennedy Center for Justice and Human Rights

Guest Speaker: Arizona Immigration Law - Mr. Thomas A. Saenz Esq. President, Mexican American Legal Defense & Education Fund

Emcee: Jose (JR) Cardenas Cardenas Marketing

Asian, Latino and African American community leaders to be honored for their significant contribution to community revitalization of minority low and moderate income communities and businesses.

Immediate Past President Executive Director Cuban American Bar Association Equality Florida

Founding Officer President Coalition for Filipino American Florida Minority Supplier Development Council Organizations of Central Florida

Sr. Vice President, Supplier Development President Bank of America National Association of Minority Automobile Dealers (NAMAD)

Page 6: Let’s Do Business Floridafmcrc.org/2010SummitFinalAgendaJune2.pdfLet’s Do Business Florida, 2010 Census Initiatives, Introductions & FDIC Legal Outsourcing Opportunities, Access

FMCRC SUMMIT

“JPMorganChase invites minority small businesses to meet one-on-one with key decision makers to discuss upcoming opportunities to do business with us.” Areas of interest: Locksmiths, Plumbers, HVAC Contractors, Electricians, Default & Recovery Services, General Contractors, Legal Services

-Impacting Florida minority low-moderate (Under-Served) income communities -Impact and creation of Community Development Financial Institutions (CDFI) -Impact and creation of Community Development Entity (CDE) This panel will discuss community development issues since the recent financial crisis and the impact on Access to community economic development Capital for Florida minority communities, including CDFI’s and CDE’s. This session will introduce some of new and innovate community development resources available, including creation of CDE’s and CDFI’s.

Moderators:Ronald Frazier (Chair, BAC Funding Corporation) Debra Reyes (President,Neighborhood Lending Partners) Al Pina (Chair-FMCRC)Panelists: Tricia Kerney-Willis (US Treasury-CDFI Fund, Training & Outreach Manager) Tony Brown(Past CDFI Director and CEO T Brown Consulting) Ana Cruz-Taura (Regional Community Development Director-FederalReserve Bank of Atlanta) Debra Reyes (CEO- Neighborhood Lending Partners) Robert Jenkins Jr. (CEO-Hampton Roads Ventures)L’Quentus Thomas (VP-Stonehenge Growth Capital) Megan Teare (Wells Fargo Community Lending & Investment Group)Jennifer Pryce (Portfolio Manager, Calvert Foundation’s U.S. Investments)

Assets & Hope Creating Self Sufficient Community Economic Development Corporations Presented by: Bank of America, Citi, Wells Fargo, Chase, Regions, Fifth Third

Assets & Hope Development Team: Al Pina (Chair, FMCRC) Reginald Clyne Esq. (Clyne & Associates) Roland Sanchez-Medina (Medina,Crespo, Gonzalez, Crespo & Machado) Roderick Harvey CPA (Harvey, Covington & Thomas Accounting Firm) Valerie Crawford (CEO,Consult 121) Vicky Halloun (Student Intern)

The key to reversing poverty-unemployment in Florida minority communities are stable self-sufficient community development corporations. This session will introduce the development of Community Economic Development Corporations(CEDC). Legal, Accounting and Corporate Development experts will unveil the necessary structures to implement CEDC’s. Participants will be provided the Legal, Accounting and Corporate structure packages via USB ports.

Page 7: Let’s Do Business Floridafmcrc.org/2010SummitFinalAgendaJune2.pdfLet’s Do Business Florida, 2010 Census Initiatives, Introductions & FDIC Legal Outsourcing Opportunities, Access

:

Various, including General Contractors Plumbers, HVAC, Electricians

Legal:

Modis IT Paris Maintenance Janitorial & Maintenance OCE Printing First American/Quantrix Appraisal Services & Mgt Data

Various:

Core Logic Information/Analytics RR Donnelley Intergrated Communication Solutions OCE Printing Office Depot Office Supplies IKON Office Equipment & Supplies

Various Legal:

US Lawns Landscaping ABM Janitorial Janitorial Services CB Richard Ellis Facilities Mgt/Roofing/Plumbing/Carpentry Electrical

Various

Legal:

CB Richard Ellis Facilities Mgt./Roofing/Plumbing/Carpentry Electrical Tyco International Security

Various Construction/Bldg Maintenance

Legal:

ABM Janitorial Janitorial ServicesHilton Displays Signage-VariousCB Richard Ellis Facilities Mgt./Roofing, plumbing, Roofing Electrical, carpentry

Interstate Signcrafters Signage-various Priority Sign Inc. Signage-Various

Page 8: Let’s Do Business Floridafmcrc.org/2010SummitFinalAgendaJune2.pdfLet’s Do Business Florida, 2010 Census Initiatives, Introductions & FDIC Legal Outsourcing Opportunities, Access

:

Various. Legal

: UPS, Inc. Office Products & Services ADECCO Staffing IBM Hardware/software services MEC Media Cushman and Wakefield Commercial Real Estate Managers Publicis USA Marketing & Media

BB&T BB&T Suppliers: CB Richard Ellis Roofing, plumbing, electrical

Legal

Legal

Legal

Legal

Various

Various

Various

. Automotive-Various

. Automotive-Various

Various