Monthly Webinars
The CDFI Fund’s monthly CDFI Certification Webinars are intended to serve as a forum for potential CDFI Certification Applicants, Certified CDFIs, and other CDFI Certification stakeholders to ask questions and discuss CDFI Certification and the CDFI Certification process. The webinars are open to the general public and do not require advance registration.
During each webinar, CDFI Fund staff will provide a walkthrough demonstration on a specific aspect of the CDFI Certification Application. This will provide participants the opportunity to receive detailed instructions and guidance on key aspects of the CDFI Certification Application. An updated calendar of webinars and topics is provided below.
Those with general CDFI Certification inquiries will still be provided an opportunity ask their questions after these presentations. Given the detailed nature of many questions that are asked during these sessions and the specific circumstances involved, organizations are encouraged to submit their questions via a Service Request through the CDFI Fund’s Awards Management Information System (AMIS).
Access Instructions
The CDFI Fund now uses Zoom for all conference calls and webinar services. No prior registration is necessary. To access the current monthly conference calls, use the link provided below.
- Please use the following link below to join the webinar: https://www.zoomgov.com/j/1605416367?pwd=S1J1WXROdUlsV1NaZFBhN1QvYU5lUT09
- Passcode: 010472
- Webinar ID:160 541 6367
- Find your local number: https://www.zoomgov.com/u/aEKLI8m2S
- International numbers available: https://www.zoomgov.com/u/abQifGIPx7
CDFI Certification Conference Call Schedule
| Date | Time | Presentation Topic |
| December 11, 2024 | 3:00-4:15 PM ET | Early Submission Reapplication Submission |
| December 19, 2024 | 3:00-4:15 PM ET | Target Market Assessment Methodologies |
| January 16, 2025 | 3:00-4:15 PM ET | CDFI Certification Agreement |
| January 30, 2025 | 3:00-4:15 PM ET | Collective Review Process |
| February 6, 2025 | 3:00-4:15 PM ET | Primary Mission Requirements |
| February 20, 2025 | 3:00-4:15 PM ET | Section Zero Review Process |
| March 6, 2025 | 3:00-4:15 PM ET | Mergers and Acquisitions |
| March 20, 2025 | 3:00-4:15 PM ET | Entity Spin-Off Provisions |
Recorded Webinars
The following webinars are intended to be resources regarding the CDFI Certification Application. Please check back regularly for additional webinar updates.
| Webinar Topic | Access Link | Date Published |
|---|---|---|
| How to Access the TLR and the Revised CDFI Certification Application in AMIS | Webinar Recording | July 9, 2024 |
| CDFI Certification Application Roadmap | Webinar Recording Presentation | October 21, 2024 |
| CDFI Certification Application Navigation Walkthrough | Webinar Recording | October 21, 2024 |
| Section Zero | Webinar Recording | October 21, 2024 |
| Affiliate Record Creation | Webinar Recording Presentation | October 21, 2024 |
| Board Record Creation | Webinar Recording Presentation | October 21, 2024 |
| Board Record Creation for Credit Unions | Webinar Recording Presentation | October 21, 2024 |
| Board Record Creation for Collective Review | Webinar Recording Presentation | October 21, 2024 |
| Presenting CDFI Certification Target Market and Accountability Information | Webinar Recording Presentation | October 21, 2024 |
| CIMS4 Target Market Analysis Tutorial | Webinar Recording | October 21, 2024 |
| Presenting Native Communities Information in AMIS for the Native CDFI Designation | Webinar Recording | November 5, 2024 |
| Navigating AMIS | Webinar Recording | November 5, 2024 |
Archived Webinars
- CDFI Certification Application Overview / Presentation (Live Webinar - December 13, 2023)
- CDFI Certification Changes to the Annual Certification and Data Collection Report (ACR) and Transaction Level Report (TLR) / Presentation (Live Webinar – January 24, 2024)
- CDFI Certification Application: Application Process / Presentation (Live Webinar – February 8, 2024)