Publications

Leave blank for all. Otherwise, the first selected term will be the default instead of "Any".
Leave blank for all. Otherwise, the first selected term will be the default instead of "Any".
Leave blank for all. Otherwise, the first selected term will be the default instead of "Any".

Expansion Strategies for Rural CDFIs
Issue Date: 2013-10-17

Moderator: Shaw Canale, Mountain BizWorks
Presenters: Dave Glaser, Montana CDC and Ray Daffner, Appalachian Regional Commission

CDFIs serving rural markets face a unique set of challenges when trying to grow their organizations and expand their reach. Rural populations are dispersed and declining. The CDFIs that serve them have limited options for accessing capital and are typically smaller than urban CDFIs, creating a perception that their impact is smaller. In this session you’ll learn how two CDFIs have faced these barriers and achieved impressive growth. You’ll also hear from the Appalachian Regional Commission whose recent study of access to capital in the region has led them to collaborate with local CDFIs in a unique way to attract significant new capital to the region.

Track: Coverage
Level: Advanced

Cost:
FREE

Data Tools for Healthy Food Investments
Issue Date: 2013-10-17

Presenters: Christina Szczepanski and Lance Loethen, The Reinvestment Fund; and Amanda Behrens, Maryland Food System Mapping Project

Healthy food access financing is a growing sector with increasing opportunities for funding and investment. However, there are many challenges on how to responsibly invest in opportunities that successfully connect underserved communities to healthy foods. Many successful initiatives have been in part reliant on data tools that offer a way to quantify need and demand in underinvested neighborhoods. This panel offers a look at three data tools adopted at the federal, state and local levels to help determine eligibility for investment. Offering a national perspective, the USDA’s Economic Research Service will discuss the updated food desert data and how it can be used to assess need. The Reinvestment Fund will discuss its Limited Supermarket Access data and how it provides a framework for determining eligibility for projects financed through a food access initiative. At the local level, learn about how the Johns Hopkins Center for a Livable Future is helping the City of Baltimore use data for its food retail initiative.

Track: Healthy Foods 
Level: Intermediate

Cost:
FREE

Big Data: Innovations in Serving the Underserved
Issue Date: 2013-10-17

Moderator: Dan Delehanty, CapitalOne
Panelists: Celina Pena, Accion Texas; Paul Breloff, Accion Venture Labs; Samir Pendse, Boston Consulting Group; and Mark Hookey, DemystData

Big data is big news, but how can CDFIs use extensive consumer data to reach more individuals and entrepreneurs? In this session, we will explore big data and the increasingly important role it plays in financial services delivery. Attendees will explore how big data can create breakthroughs in both loan outreach and underwriting and discuss innovative ways to integrate big data into lending operations. We’ll also talk about the big data industry landscape, including who the key players are.

Track: Microenterprise Finance
Level: General

Cost:
FREE

Salesforce.com Solutions for CDFIs
Issue Date: 2013-10-17

Presenters: Matt Royles, Opportunity Finance Network; Andrew Schlack, Calvert Foundation; Pradip Sitaram, Enterprise; and Jerry Huskins, Fonteva 

Back by popular demand, join us for the “201” edition of last year’s oversubscribed “Your CDFI in the Cloud” session. This session will build on the high-level overview of enterprise cloud computing presented at the 2012 OFN Conference. The session will take a deeper dive into how some CDFIs are pioneering the use of cloud computing technology from Salesforce.com to glean critical business intelligence that can be used to improve lending processes, staff performance, and cash management—all while realizing cost savings over previous technologies. The panelists will also discuss change management and what it takes to move an organization’s data and processes out of inefficient silos and into a centralized database in the cloud. This session will take a strategic approach to technology and is appropriate for C-level executives and IT staff alike.

Track: Organizational Capacity
Level: Intermediate

Cost:
FREE

Partnerships for Energy Efficiency Lending
Issue Date: 2013-10-17

Moderator: Rob Sanders, Consultant, Clean Energy Finance
Panelists: Jack Markowski, Community Investment Corporation and Anne Evens, CNT Energy

Effective energy efficiency lending requires an array of skills and knowledge about which improvements will deliver the most energy efficiency improvements for the least cost and how to structure the loans in a way that works for the customer and the CDFI. In this session, representatives from Community Investment Corporation and CNT Energy describe their successful Energy Savers partnership that has reduced energy costs by 30% in over 9,500 affordable apartments in the Chicago Metro area. This innovative partnership combines the lending expertise of a CDFI and energy efficiency expertise of a nonprofit energy organization to deliver a one-stop shop for multifamily building owners. Hear how each organization has leveraged its relationships and knowledge to reach more customers and improve the rate of property owners making energy improvements after an energy assessment.

Track: Energy Efficiency 
Level: General

Cost:
FREE

Innovations in Credit Union and Community Partnerships
Issue Date: 2013-10-16

Presenters: Alan Branson, Hope Credit Union; Pablo DeFilippi, National Federation of Community Development Credit Unions; and Dave Prosser, Freedom First Credit Union

In this speed-dating style session, participants will explore four different models of partnerships between community development credit unions (CDCUs) and community service providers/small businesses. Presenters will describe current programs such as on-site credit union services, credit union/non-profit joint project development, and online/mobile-based strategies. Presenters represent CDCUs from diverse markets – urban, rural, and mixed. Participants will learn how: 1) community organizations can partner with CDCUs to improve services and outcomes to clients and the community; 2) CDFI loan funds can increase the impact of loans made to community service providers and small businesses; and 3) CDCUs can use different partnership models to reach new members and serve the larger community.

Track: Collaborations
Level: General

Cost:
FREE

Increasing your CDFI's Resilience through Business Continuation Planning
Issue Date: 2013-10-16

Presenter: Adina Abramowitz, Consulting for Change

Many CDFIs have completed a succession plan for the CEO or Executive Director. Yet organizations depend on the unique knowledge and relationships of many managers. This hands-on workshop will provide you with tools to identify and resolve vulnerabilities if any of your key managers were to leave the organization. These actions will make your organization more resilient and flexible, and give junior staff opportunities to learn and grow.

Track: Organizational Capacity
Level: Introductory

Cost:
FREE

CDFIs and the FHLB System: What's Next?
Issue Date: 2013-10-16

Presenters: Cheryl Neas, Opportunity Finance Network and Laura Buxbaum, CEI

In the five years since Congress granted non-regulated CDFIs membership in the Federal Home Loan Bank system, CDFI participation in the System has grown each year. The CDFI industry’s work with FHLBs and our approaches to overcoming obstacles have also evolved. Join a discussion of successes and challenges, talk about public policy strategies, and find out how you can best participate in the FHLB system and the industry network around it.

Track: Financial Resources
Level: Advanced

Cost:
FREE

The US Financial Diaries: What We're Learning
Issue Date: 2013-10-16

Moderator: Brandee McHale, Citi 
Panelists: Tim Ogden, Financial Access Initiative; Nancy Castillo, U.S. Financial Diaries; and Joshua Sledge, CFSI 

Take a timely look at how low- and moderate-income families are managing their financial lives. Lead Investigators from the US Financial Diaries project will present data gathered from the field. Attendees will get an intimate look at the finances of three struggling households. The audience will have the opportunity to brainstorm practical solutions for the households in discussion.

Track: Consumer Finance 
Level: General

Cost:
FREE

Learnings from Scaling Up Microfinance: The Path to Loan Repayment
Issue Date: 2013-10-16

Presenters: Joyce Klein, Leslie Hoffman, and Luz Gomez, FIELD at the Aspen Institute

This session draws upon the learnings of the Underwriting and Collections Mentored Working Groups, which were part of the CDFI Fund’s Capacity Building Initiative, Scaling Up Microfinance. These groups explored strategies for advancing scale, while at the same time focusing on core principles of risk management – so that growth can be sustained. Central to this was exploring how organizations can build a robust culture of repayment within their lending process. The Underwriting Mentored Groups looked closely at the issues of scale, efficiency, technology, and team that can impact underwriting approaches in a growing program. The Collections Mentored Working Group broke down the path to loan repayment, examining ways to build strong portfolio performance from initial outreach activities and messages through post-default recovery. The group examined the role of people, process, and technology at each step along that repayment path. Join in this session to hear about these and other key learnings about how to balance growth with portfolio quality within your micro enterprise lending program.

Track: Microenterprise Finance
Level: General

Cost:
FREE

Pages

  • Publications

To find the product solutions you need, click on a category below. Log into your e-store account here.

Printer Friendly and PDF