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This week, host Colbert speaks with Priscilla Sims Brown, the President and CEO of Amalgamated Bank, the largest – and one of the only – union-owned banks in the U.S. We hear how Priscilla is using her position to push forward socially responsible initiatives such as its recently approved petition to create a new merchant category code to better track gun and ammunition sales. She explains how doing good and doing well are not mutually exclusive and offers a look into how she’s moved toward mission-focused work with every step of her career. We hear how Priscilla made her way into the financial industry through her insatiable curiosity as a young producer reporting on business. And she walks us through her varied experiences since making the leap into finance, including an 18-year stint at multiline insurance company Lincoln Financial Group and trying to start an annuities business during the Great Recession. 

Learn more about Priscilla’s tenure at Amalgamated Bank here. Check out Colbert’s Best Idea for this week, the 1984 film classic The Killing Floor directed by Bill Duke, here.

With such a wide range of membership from practice areas, areas of interest and geographical location, we try to have topics that are general to some that get down to the nitty gritty. In this episode, brought to you by the Indian Law Section of the State Bar, does just that.

This episode will focus on home loans on Indian trust lands. They’ll go over what Indian trust lands are, the particulars of tribal members owning land, what legal infrastructure is needed for home loans, and what native CDFIs are and their importance.

Presented by:Denise A. Zuni, Sh'eh Wheef Law Office, P.C.; Sheila Herrera, Tiwa Lending Services

In this episode, you'll hear about: 

• ESG regulatory update from Washington, D.C.
• Danielle's personal journey from bank teller to VP at an impact company.
• What CNote is and how it works.
• Working at awomen-founded and -led organization.
• The importance of investing in communities and BIPOC women business owners.
• Why Danielle believes focusing on helping individual people, one at a time, is the key.

Cnote.com

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Related Article:  Expect a flurry of new ESG rules

Guest Bio:  Danielle M. Burns MBA, AIF is vice president, head of business development for CNote. Prior to joining CNote, Danielle worked for First Affirmative Financial Network in a variety of business development roles from 2004 to 2019 most recently serving as vice president of sales and marketing, where she worked with a highly collaborative team that was responsible for the growth and profitability of the firm’s distribution channels. Danielle participated in all aspects of the sales and marketing process, attended and spoke at industry events and educated advisors on how to navigate the sustainable, responsible, impact (SRI) investing and ESG landscape. Her background emphasizes business strategy and consulting and executing integrated campaigns, marketing communications, product launch and system development. 

 CNote is a women-led impact investment platform that uses technology to unlock diversified and proven community investments that help to generate economic mobility and financial inclusion. This episode features Danielle Burns from CNote and Sarah Green from North Berkeley Wealth Management.