full schedule

Thursday, November 12

10:00 am

Raquel Valdez Sanchez
President & CEO, BCL of Texas
Power, Policy, Prosperity - The CDFI Advantage

CDFIs turn financial access into community power. This panel explores how policy, capital, and local relationships shape who can build and grow wealth, and how CDFIs can help close persistent financing gaps. Leaders will discuss the opportunities and challenges facing community lenders, the policies that influence their work, and practical ways to expand responsible capital for entrepreneurs and communities. We'll also explore how CDFIs can strengthen their role as trusted partners in building a more inclusive, prosperous economy.

10:00 am

Caleb Ostrander
CDFI Program Manager, CAMEO Network
Power, Policy, Prosperity - The CDFI Advantage

CDFIs turn financial access into community power. This panel explores how policy, capital, and local relationships shape who can build and grow wealth, and how CDFIs can help close persistent financing gaps. Leaders will discuss the opportunities and challenges facing community lenders, the policies that influence their work, and practical ways to expand responsible capital for entrepreneurs and communities. We'll also explore how CDFIs can strengthen their role as trusted partners in building a more inclusive, prosperous economy.

10:00 am

Kendyll Locke
Chief of Staff, U.S. Congresswoman Jasmine Crockett
Power, Policy, Prosperity - The CDFI Advantage

CDFIs turn financial access into community power. This panel explores how policy, capital, and local relationships shape who can build and grow wealth, and how CDFIs can help close persistent financing gaps. Leaders will discuss the opportunities and challenges facing community lenders, the policies that influence their work, and practical ways to expand responsible capital for entrepreneurs and communities. We'll also explore how CDFIs can strengthen their role as trusted partners in building a more inclusive, prosperous economy.

10:35 am

Danyel Surrency Jones
ASSET-U, Founder & President
Asset Ownership

10:55 am

Carlos White
Founder, Prexsentials LLC
The Silver Tsunami: Why Millions of Businesses Need a Buyer in the Next Decade

Over the next several years, a massive wave of business owners will retire and hand off companies with no succession plan in place, and most of those doors are about to open to buyers who look nothing like the founders who built them. This panel digs into entrepreneurship through acquisition as a real, underused path to ownership for the entrepreneurs and investors in this room.

10:55 am

Krystian Reyes
VP Community Development Banking, PNC
The Silver Tsunami: Why Millions of Businesses Need a Buyer in the Next Decade

Over the next several years, a massive wave of business owners will retire and hand off companies with no succession plan in place, and most of those doors are about to open to buyers who look nothing like the founders who built them. This panel digs into entrepreneurship through acquisition as a real, underused path to ownership for the entrepreneurs and investors in this room.

10:55 am

Richard Chance
Dean of Lifestyle & Community Learning, Tarrant County College
The Silver Tsunami: Why Millions of Businesses Need a Buyer in the Next Decade

Over the next several years, a massive wave of business owners will retire and hand off companies with no succession plan in place, and most of those doors are about to open to buyers who look nothing like the founders who built them. This panel digs into entrepreneurship through acquisition as a real, underused path to ownership for the entrepreneurs and investors in this room.

10:55 am

Kevin Wortley
Associate Deputy Chancellor, Dallas College
The Silver Tsunami: Why Millions of Businesses Need a Buyer in the Next Decade

Over the next several years, a massive wave of business owners will retire and hand off companies with no succession plan in place, and most of those doors are about to open to buyers who look nothing like the founders who built them. This panel digs into entrepreneurship through acquisition as a real, underused path to ownership for the entrepreneurs and investors in this room.

11:30 am

Craig J. Lewis
Co-Founder & CEO, Ogentic AI
Democratization of Leverage: How AI Can Expand Access, Agency, and Economic Opportunity

Explore how AI can give founders, small businesses, and historically underserved communities access to capabilities once reserved for large institutions, while addressing the policy and accountability required to ensure that opportunity is distributed responsibly.

11:50 am

CRP Graduation Ceremony

Celebrate our Capital Readiness Cohort Graduates! Access becomes action here. Our fall cohort graduates cap off six- weeks of preparing for capital and step forward to share what they've built and where they're headed.

12:00 pm

Lunch by Cravings Gourmet Catering
Chef Carl Harris

Buffet style lunch, open seats, and intentional connection. Grab some food, find a table, introduce yourself, and see who you end up building with.

1:00 pm

Benjamin J. Vann
President & CEO, Impact Ventures
The Work

Every system was built by people, which means people can rebuild it. That belief sits behind everything we do at Impact Ventures, and it's why this Summit looks different from the usual conference. Our CEO takes the main stage to share what happens when lenders, founders, and community leaders stop waiting for someone else to fix the problem and start working on it together, in the open, with the evidence to show for it. Expect candor about what has worked, what hasn't, and why the next chapter needs you in it.

1:25 pm

Kathy Guzmán Galloway
CEO & Head Wizard, The Clarity Wizard
Why People Won't Back Your Idea: Getting Teams, Partners, and Investors to Say Yes

No amount of polish or persuasion can win support for a decision that isn't grounded in what is true. In this table talk, a facilitator guides your group through a series of prompts built to surface the questions your team, partners, and investors are already asking themselves. You'll hear how others at the table would respond to your thinking, see where the gaps are, and leave knowing what it takes to build a case people can stand behind.

1:25 pm

EJ Carrión
Student Success Agency, Founder
From Conversation to Commitment: What We Can Do to Create Change

Most rooms are good at agreeing that something needs to change. Fewer are good at deciding who does what by Monday. This facilitated table talk puts you in a small group with founders, funders, and ecosystem builders to name one problem you're each close to, trace who holds the power to fix it, and leave with a specific commitment you can act on and be held to. Bring a challenge from your own work and come ready to talk, because every seat at the table has something to contribute.

1:25 pm

Tarsha Hearns
Principal Consultant, Economic Growth Strategies
Community of Practice: Underwriting findings

This session pulls back the curtain on a cohort that spent months rethinking how underwriting decisions get made and who they leave out. Attendees get a direct look at the findings, what changed for the institutions involved, and what other lenders and CDFIs can put into practice starting the next day.

4:00 pm

VIP Closing Reception

With the purchase a of a VIP ticket, gain access to a special invitation-only networking reception for the official kick-off the 3rd Annual Inclusive Capital Summit. Enjoy an open bar and lite bites with event speakers, sponsors, and attendees. Please note, address will be emailed to all VIP Ticket holders.