Providence Conference Agenda and Speaker Information
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EBA Summer Conference

June 4 - 7, 2017

Providence, Rhode Island

Agenda & Speakers
Hotel Info
Destination Info

EBA Gives Back Project

EBA Conference attendees are invited to join us for
EBA Gives Back: Your choice to participate a local, charity activity taking place on
Sunday, June 4 from 8am -12noon

Sabin Point Shoreline Cleanup with Save The Bay

Help keep this beautiful site free of trash!

About shoreline cleanups: Save The Bay will provide trash bags and disposable gloves - feel free to bring your own work gloves and trash grabbers if you have them!
Refreshments are not provided; please bring your own water and stay hydrated.
All volunteers should dress for the weather and wear clothes they don't mind getting dirty. Closed-toed shoes are required. All volunteers must be able to do some light to moderate bending and lifting.  
Please review the volunteer safety tips and complete the volunteer waiver. We'll have hard copies of the waiver at the cleanup, so you can fill it out there if you choose.

To sign up, add the optional ticket to your registration.

Conference Agenda last updated on: 4/26/17

Click here for a printable version of the agenda - coming soon!
Please note this agenda is preliminary and is subject to change until final agenda is published.

Click here for Presenters' Bios


Conference educational overview:

Macro and Micro: Regions, Neighborhoods, Buildings, and Materials

Financial institutions must consider more than just Recognized Environmental Conditions in their operations, underwriting, and risk management. 
The Environmental Bankers Association Summer 2017 conference highlights regional issues like flooding and land use; hazardous materials in buildings; compliance with operational permits; and other risk management strategies geared toward bank operations and other business risks in loan underwriting.

We will also have a regional focus on infrastructure and redevelopment in the Northeast region of the United States, with its more compact cities, longer history of industrial activities, and older housing stock. 
As part of this focus, we’ll look at the state cleanup programs in Massachusetts, Connecticut, and New Jersey with their delegations of certain program elements to certified professionals.


Sunday, June 4, 2017

8:00 AM  - 12:00 PM                            


EBA Gives Back Project (Advance sign up required)

1:00 PM – 4:00 PM   Registration Desk Open    

1:00 PM – 4:00 PM


Exhibitor Set-up


4:30 PM – 5:00 PM


EBA Banker Only Session & Welcome New Bankers


4:30 PM – 5:00 PM


Welcome session for Affiliate Members


5:00 PM – 5:30 PM


EBA Business Meeting – All Attendees Welcome


5:30 PM – 7:00 PM

  Evening Reception

Sponsored by Partner Engineering & Science        

7:00 PM - 8:15 PM   Providence Dine Arounds   Sign up onsite for local restaurant outings. Everyone pays for their own tab!    
Monday, June 5, 2017

7:00 AM – 8:00 AM

  Continental Breakfast
Sponsored by EDR

7:00 AM – 4:30 PM

  Registration Desk Open    

7:30 AM – 5:00 PM


Exhibits Open


8:00 AM – 8:15 AM


Opening Welcome & State of the EBA

Bill Sloan and Marty Walters
8:15 AM – 9:30 AM

Session 1: Federal Enterprise Agencies and Different Bank Loan Products

Presented by: Dianne Crocker, EDR; Rich Meyer, Freddie Mac; and a representative from Fannie Mae
Moderated by: Holly Neber, AEI Consultants; Keely Felton, Nova Consultants; and Derek Ezovski, ORMS

  We’ll kick off this session with an economic update and examination of how risk management in the financial sector must adjust for economic cycles.  Then we’ll learn more about how Federal enterprise agencies like Fannie Mae, Freddie Mac, and the Small Business Administration provide direct loan financing and loan guarantees at attractive rates for borrowers and low risks for originating banks.  We’ll discuss how changes in the economy may impact enterprise agency programs and the financial products they support.
This session also examines the scoping and performance of due diligence to support the robust due diligence and environmental risk requirements of these programs. We will review some of the newer loan products from these agencies, including Green Up and Green Rewards for financing energy and water efficiency projects.  We will also talk about cheat sheets that can help both bank risk managers and consultants manage the extensive list of environmental and engineering topics that are covered in addition to standard ASTM Phase I components.
9:30 AM – 10:00 AM   Break   Special Thanks to EBA Gold Sponsors    

10:00 AM -- 11:45 AM


Session 2: Redevelopment and Infrastructure for Tomorrow’s NE Cities

Presented by: Laura Clifford, EnviroSciences; Sam Haydock, BL Companies; Steven Graham, AEI Consulatnts; and more TBA
Moderated by: Brian Mende, EnviroSciences; and Elizabeth Krol, Partner Engineering & Sciences
  Gone are the days when large tracts of land were acquired through eminent domain and cleared for redevelopment.  Today’s redevelopment is a constant, block-by-block conversation between the city’s residents, businesses, and planning functions to enhance the quality of city life, manage and renew end-of-life infrastructure, and create the city of tomorrow.  This kind of redevelopment requires innovative approaches to financing, real estate management, planning ordinances, and environmental risk.  We’ll hear from a developer and three state agencies about their particular approach to redevelopment in the Northeast.
During this block, we’ll also take a deeper dive into the process used by three large northeastern states to delegate cleanup decisions to certified environmental professionals.  In particular, we’ll focus on the critical role they play in deal making and coordination among sellers, buyers, lending banks, lawyers, and insurance providers to successfully complete cleanup and redevelopment of contaminated property. 

12:00 PM – 2:00 PM


Lunch and Breakout Presentations: 
1. LEP, LSP, LSRP Programs
An opportunity to hear more from our members who hold these certifications about cleanups in Massachusetts, Connecticut, and New Jersey.

2. Career Topic:  Time Management

3. Inside Banking - How Does the Real Estate Foreclosure Process Work?

4. What about this New Administration and impact on EPA and State Agencies? Presented by Anna Maiuri, Dickensen Wright, environmental attorney

Lunch Sponsored by: ERI
Presentations by: TBA


2:00 PM – 3:00 PM


Session 3: Community Environmental Risks

Presented by: Joe Derhake, Partner Engineering & Science; Irv Cohen, EnviroSciences; June Swallow, RI Department of Health; Steven McCurdy, MA Department of Environmental Protection; and Gregg Giasson, RI Water Board

Moderated by: Elizabeth Krol and Kathryn Peacock, Partner Engineering & Science

  Sometimes risks to communities can have a significant impact on the way financial institutions identify and assess risks for individual transactions.  This session tackles three examples of community risks, providing the rationale, engineering, risk assessment methodology, and mitigation steps to managing these conditions. 

3:00 PM – 3:30 PM



Special Thanks to EBA Gold Sponsors
3:30 PM – 5:15 PM
  Session 4: Case Studies in Hazardous Building Materials

Presented by: Mike Kulka, PM Environmental; Bill McGuinness, ERI
Moderated by: Beth Sexton, PM Environmental

  Decades ago, lead-based paint, asbestos, and polychlorinated biphenyls were identified as hazardous to occupants.  These materials are either banned or more closely controlled in buildings constructed after 1981, but in the past 35 years they have continued to exist and to weather and degrade in all kinds of buildings across the United States.  With its older housing stock and dense cities, the Northeast United States has led the way in pushing for better risk management.
This session examines two case studies where hazardous building materials have affected the health and welfare of residents and users of properties and shares stories about statutory and regulatory programs that affect different media and routes of exposure for these materials.

5:30 PM – 7:00 PM

Evening Reception

7:00 PM - 8:15 PM   Providence Dine Arounds   Sign up onsite for local restaurant outings. Everyone pays for their own tab!    
Tuesday, June 6, 2017

7:00 AM – 12:00 PM

Registration Desk Open
7:30 AM – 8:45 AM
  Breakfast with the Board
All Bankers and one member from each sponsor company invited

7:30 AM – 9:00 AM

  Continental Breakfast

7:30 AM – 1:30 PM

  Exhibits Open
9:00 AM – 10:15 AM

Session 5: Bank Facilities Management and Due Diligence

Presented by: Lori Stocker, Amec Foster Wheeler; Galina Chadwick, Bank of America; Joe Sturza, JP Morgan Chase; Don Kellar, Fulcrum Resources
Moderated by: Jan Sheinson, BMO Harris Bank; Jeff Sotek, Amec Foster Wheeler; and Tim McGahey, AKT Peerless

  The banking industry has seen a huge shift in its footprint, becoming a constant presence on your phone or laptop and taking advantage of co-location opportunities to serve customers while they shop or dine. This shift has changed the way that real estate is managed by banks and presented some new challenges in divesting real estate. Many bank environmental risk departments also interface with their facilities department when choosing new bank branches or divesting real estate assets. This session gives you an overview of the issues banks face in ensuring compliance at their physical facilities and performing due diligence for new branches in non-traditional locations.

10:15 AM – 10:45 AM


Special Thanks to EBA Gold Sponsors
10:45 AM – 11:45 AM

Session 6: Polychlorinated Biphenyl Building Materials in Redevelopment

Session presented by: Bill Hayden, Citizens Bank; and Kim Tisa, USEPA
Moderated by: Sam Haydock, BL Companies; and Tim McGahey, AKT Peerless

  It has been a few years since EBA first raised awareness about PCBs in building materials, and we are back to give you an update on significant developments in this area since 2012.  We’ll challenge all your assumptions about the physical characteristics and toxicity of PCBs and describe the way PCBs in caulk, paint, and other building materials are affecting building restorations and property redevelopment.  We’ll also discuss the critical elements of due diligence and risk management that banks need to know for its construction and multifamily loans.
12:00 PM – 2:00 PM

Lunch and Breakout Presentations:
1. PCBs - Deep dive with Guest Experts

2. Career Topic: Biases in the Workplace

3. Bank Operations and Facilities Management (aligns with Session 5)

Lunch Sponsored by: ERIS
Presentations by: TBA

2:00 PM – 5:00 PM

Concurrent Sessions:

Banker Only Session:
"Understanding Deal Structure When Starting an Environmental Risk Review"

Led by Jan Sheinson, BMO Harris Bank; and Dave Lambert, Wells Fargo

Affiliate Only Session:
"Technology and the Future of Environmental Due Diligence"

Led by Julie Kilgore, Wasatch Environmental; and Derek Ezovski, ORMS

*Includes afternoon break from 3:30 PM - 4:00 PM
Special Thanks to EBA Gold Sponsors











"How to Thrive in a Technology-Powered, Multigenerational, Purpose-Driven World"  Presented by: Brent Robertson, Partner, Fathom Strategic Planning
An open discussion about technology developments within the engineering consulting industry and potential risks inherent in relying on technology.

5:00 PM - 7:00 PM


Board of Governors Meeting (closed meeting)

Wednesday, June 7, 2017


7:00 AM – 9:00 AM

  Registration Desk Open        
8:30 AM - 12:00 PM

EBA Banker Member Training

All Conference Attendees and Invited Guests Welcome!


Getting from the Phase I to the Risk Management Decision

  • Phase I Environmental Site Assessments - State of the Practice
  • What Bank Reviewers Look for in a Phase I Report
  • Phase I Considerations
    • Limitations
    • Scope of Work
    • Impact of Timing
    • Consultant Approach
    • Conditions/Features Identified as Risks
  • Phase I Review Elements and Decision Making
    • Recognized Environmental Condition (REC) vs.
    • Recommendations/Required Actions
    • Risk to the Bank: Business Risks vs. Environmental
    • Health/Regulatory Compliance Related Risks
    • Opinion of Consultant vs. Bank’s Risk Tolerance/Perspective
  • Phase II investigations
    • Risk vs. Benefit of Conducting Sampling
    • Contract Considerations
    • Who Orders

Presented by: TBA                                     


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