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African American Briefing for Financial Professionals
April 22 – 25, 2018


Be Engaged, Be Informed and Be Ready

To Advocate for Change


The African American Briefing for Financial Professionals (AABFP) is an opportunity for leaders of Urban Financial Services Coalition to learn from lawmakers, regulators and government leaders on what strategies they are creating to create jobs, grow businesses and revitalize communities.  It is also an opportunity for leaders to learn how they can be a resource to overcome the challenges facing the financial services industry.

UFSC is collaborating with the American Bankers Association (ABA) Government Relations Summit for portions of the program.  During the registration process, if an attendee selects a collaborated activity, then UFSC will register attendee for those events and attendee will receive a confirmation from American Bankers Association.













Schedule of Activities


(Subject to Change Without Notice Check Website for Up to Date Information)

African American Briefing

General Sessions: Attendees will hear from a variety of subject matter experts on topics that impact the financial services industry and community of colors.


Capitol Hill Briefing:  Urban Financial Services Coalition has invited members of the Congressional Caucus, House Committee on Financial Services and Governmental Leaders to discuss key concerns in the financial services industry and their impact on communities of color.


Capitol Hill Visits:  UFSC Members will visit members of Congress to advocate for change in the financial services industry. Visits will be based upon the state individuals lives in and the company or organization the individuals work for.


Emerging Leaders Program:  This is a special session for financial professionals that are new or in the early stages of their career in financial services industry. UFSC is collaborating with the American Bankers Association to ensure that this segment of minority financial professional get the opportunity to share challenges and strategies, network with their peers from across the country and gain new perspectives on leadership. Attendees will have the opportunity to engage in roundtable discussions, hear from a congressional panel, plus other keynote speakers. (Open to financial professionals who are employed by financial institution…banks and insurance companies and etc.)


Networking Dinner at Georgia Brown’s:  Georgia Brown’s restaurant is a Washington D.C. favorite for visitors and natives of the Washington D.C. Chef Bryan Yearly, Georgia Brown’s Executive Chief, brings the together the cooking influences of Africans, the French Huguenots and the Sephardic Jews from Portugal and Spain to provide attendees a uniquely diverse and history rich southern cuisines to enjoy while networking. **Attendees are responsible for their own transportation to dinner and the cost of dinner.**


Senior Leaders Networking Reception at Marriott Marquis:  CEO and senior level banking professionals from across the country to participate in the African American Briefing for Financial Professionals and the ABA Government Relations Summit to share perspectives, building new relations and talk a little shop in a relaxed environment. Women’s Leadership Forum: The annual Forum, held in conjunction with the American Bankers Association Government Relations Summit, is an opportunity to network with CEO and senior level banking peers while hearing the latest on issues that could affect the way you do business in the financial services industry.


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Financial Professionals Tentative Event Schedule


Sunday, April 22, 2018

6:00 pm – Networking Dinner at Georgia Brown’s, 950 15th Street, NW, Washington DC, 20005



Monday, April 23, 2018

All sessions will take place at the U.S. Capitol Visitor Center, Rooms HVC 201AB, First St SE, Washington, DC 20515

8:30 am – 5:00 pm – Generals Sessions Emerging Leaders Program (see schedule) 2018 and Beyond Economic Outlook “Diversity Management: Trends and Practices in the Financial Services Industry and Agencies After the Recent Financial Crisis” Speaker, Daniel Garcia-Diaz, Director, Financial Markets & Community Investment, U.S. Government Accountability Office (Confirmed) Capitol Hill Briefing Evening Reception with the American Bankers Association, Washington Marriott Marquis, Washington, D.C.


UFSC Members

Tuesday, April 24, 2018

Morning Sessions will take place at the Washington Marriott Marquis, 901 Massachusetts Avenue, NW, Washington, D.C. 20001

  • 8:30 am – 5:00 pm – Generals Sessions Networking Breakfast Dialogue with Regulators General Sessions Luncheon Capitol Hill Visits Debrief Sessions



Wednesday, April 25, 2018

  • Morning Sessions will take place at the Washington Marriott Marquis, 901 Massachusetts Avenue, NW, Washington, D.C. 20001
  • 8:30 am – 1:00 pm – Networking Breakfast General Sessions Women in Leadership Forum Emerging Leaders Track Tentative Schedule Monday, April 23, 2018
  • 8:30 am – 9:15 am – 2018 Economic 2018 and Beyond Economic Outlook (U.S. Capitol Visitor Center, Rooms HVC 201AB, First St SE, Washington, DC 20515)
  • 10:00 am – 10:25 am – Welcome ABA Emerging Leaders Advisory Board
  • 10:25 am – 12:25 pm – General Sessions: Magnificent Leadership – Key to Success featuring Sarah Levitt, Author, Speaker & Trusted and Strategic Sounding Board to Global Leaders Learning to Lead – Lessons from the Road featuring Tom Richards, Owningsville Banking Company and moderated by Sarah Levitt
  • 12:25 pm – 1:25 pm – Lunch and Networking Break
  • 1:25 pm – 2:00 pm – General Session Government Relations and Advocacy Panel
  • 2:00 pm – 2:45 pm – General Session “Rock Your Profile” session featuring Katherine Terhune, Chief Political Strategist, LinkedIn. Take your Professional Brand to the next level! In this session you will learn how to leverage LinkedIn to define and enhance your professional brand and advance your career. We’ll review Social Media, Networking and Mentoring best practices in an interactive session with LinkedIn’s Katherine Terhune.
  • 3:00 pm – 4:00 pm – Closing General Session “Face It, Embrace It, Defy It, Conquer It” session featuring Victoria Arlen, Paralympic Gold & Silver Swimmer, ESPN Host Reporter, & Dancing with the Stars Contestant
  • 5:00 pm to 6:15 pm – Emerging Leaders Networking Reception
  • 6:15 pm to 7:30 pm – Evening Reception Emerging Leaders Program attendees are encouraged to attend remaining events through April 25, 2018.


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Victoria Arlen

Victoria Arlen

Victoria Arlen

Victoria Arlen – Paralympic Gold & Silver Swimmer, ESPN Host Reporter, & Dancing with the Stars Contestant.  Ms. Arlene is a remarkable young woman who has endured, and overcome, more challenges in her 24 years than most of us will see in a lifetime, perhaps many lifetimes.  After being diagnosed with a devastating illness that nearly took her life and left her paralyzed for a decade, she defied all odds.  Literally locked within her own body for years, she shares how gratitude, perspective, hope, and relentless hard work brought her back to life, becoming a gold and silver Paralympian, one of the youngest on-air hosts hired by ESPN, and Dancing with the Stars contestant.



Representative Karen Bass

Congress Member Karen Bass

Congressmember Karen Bass was re-elected to her fourth term representing the 37th Congressional District in November 2016. Congressmember Bass serves on the House Committee on Foreign Affairs where she is Ranking Member of the Subcommittee on Africa, Global Health, Global Human Rights and International Organizations.  As a member of the House Judiciary Committee, Congressmember Bass is also working to craft sound criminal justice reforms as well as protect intellectual property right infringements that threaten the economic health of the 37th District.

She was selected by Democratic Leader Nancy Pelosi to serve on the prestigious Steering and Policy Committee, which sets the policy direction of the Democratic Caucus, as Organization, Study and Review Chair. Congressmember Bass is also playing a leadership role in the Congressional Black Caucus (CBC), where she serves as 2nd Vice-Chair for the 115th Congress.



Dan Garcia-Diaz

Dan Garcia-Diaz

Dan Garcia-Diaz

Dan Garcia-Diaz is a Director in the U.S. Government Accountability Office’s Financial Markets and Community Investment team. Mr. Garcia-Diaz leads a range of reviews in the housing, community development, and insurance issue areas.  Specifically, his recent work examined cost trends in the Housing Choice Voucher program, oversight of Low-Income Housing Tax Credits, housing needs of persons with HIV, performance management in Treasury’s small business lending programs, and collateral policies of the Federal Home Loan Bank System.



Blaine Luetkemeyer

Blaine Luetkemeyer

Congress Member Blaine Luetkemeyer

As the Congressman from the 3rd Congressional District of Missouri, Blaine is committed to representing the interests of the hard-working people by being a strong voice for them in Washington, D.C. Blaine, 64, represents the 13 counties that make up the 3rd Congressional District of Missouri.  Blaine, a native of St. Elizabeth, Mo., has lived in the district with his family for four generations and he operates a 160-acre farm there.  Along with his strong agriculture background, he was also a small businessman, having been in the banking and insurance business.  Blaine has also served as a bank regulator for the state of Missouri earlier in his career.




Sarah Levitt

Sarah Levitt

Sarah Levitt

Sarah Levitt – Author, Speaker, & Trusted and Strategic Sounding Board to Global Leaders.  Ms. Levitt is a nationally renowned leadership expert, regularly invited to work with some of the world’s finest leaders, propelling them to even greater success and driving exceptional business outcomes.  The leading authority on Magnificent Leadership™, Sarah helps clients to optimize their talents and strengths within the chaotic, high stakes environments in which they lead.  Described as a trusted and strategic sounding board, Sarah melds practical business acumen with keen listening and insightful questioning, creating unprecedented results.  Her clients are corporate executives of Fortune 500 companies and their leadership teams and include multinational organizations, spanning the industries of chemical manufacturing, technology, commercial real estate, banking, healthcare, professional services, and more.



Rep. Kevin McCarthy (R-CA)

Kevin McCarthy (R-CA)

Congress Member Kevin McCarthy

Congressman Kevin McCarthy proudly serves California’s 23rd district and is currently the Majority Leader in the U.S. House of Representatives.  Kevin was first elected to Congress in 2006 and is a native of Bakersfield and a fourth-generation Kern County resident.  The grandson of a cattle rancher and the son of a firefighter, Kevin grew up a working-class family and is committed to preserving and promoting the American dream for hardworking Americans.  In Washington, Kevin fights every day for the constituents of California’s 23rd District and for the future of America with the simple promise: to have the courage to lead with the wisdom to listen.




Joseph M. Otting

Joseph M. Otting

Joseph M. Otting

Joseph M. Otting was sworn in as the 31st Comptroller of the Currency on November 27, 2017.  The Comptroller of the Currency is the administrator of the federal banking system and chief officer of the Office of the Comptroller of the Currency (OCC).  The OCC supervises nearly 1,400 national banks, federal savings associations, and federal branches and agencies of foreign banks operating in the United States.  The mission of the OCC is to ensure that national banks and federal savings associations operate in a safe and sound manner, provide fair access to financial services, treat customers fairly, and comply with applicable laws and regulations.  Prior to becoming Comptroller of the Currency, Mr. Otting was an executive in the banking industry.  He served as President of CIT Bank and Co-President of CIT Group from August 2015 to December 2015.


Invited Congressional Leaders:


Senator Mark Warner Office – Student Loans Reform Bill

Senator Robert Menendez – Corporate Diversity Report Congresswoman

Maxine Waters – Dodd Frank Congressman

Hank Johnson – Big Data Congresswoman

Elizabeth Warren – Impact of Trump on Financial Services Industry Congressman

Kevin McCarthy – House Minority Leader


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UFSC Annual Summit 2016Registration Cost Early Registration:

UFSC Members $100 Non-Members: $125 (February – March 31, 2018)


Regular Registration:

UFSC Members $150 Non-Members: $175 (After April 1) Click Here To Register


Recommended Lodging Options:

UFSC does not have agreements with these hotels, but they are showing availability during the time frame of the African American Briefing for Financial Professionals and are in close proximity to the scheduled activities. Washington Marriott Marquis, 901 Massachusetts Avenue, NW, Washington, DC 20001, Cost $347/night.

Registered attendees may SPARGO who is the exclusive housing vendor of the American Bankers Association. Book your reservation by Monday, April 9 to take advantage of the discounted rate.


Use this link to


Courtyard Washington, DC/US. Capitol (Marriott), 1325 2nd Street, NE, Washington, DC 20002, Average cost $325 to $368. Easy access to Metro Transit system from the hotel and to the U.S. Capitol. Club Quarters Hotel in Washington, DC, 17th Street, NW., Washington, DC. Average cost $232 to $302.


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AABFP collage