Relevant Training Curriculum chapters can be found on the Resource Bank’s main page.
1. Innovative Business Models to Strengthen Sustainability and Impact
Join us for an exciting presentation that will explore a framework for analyzing your own business model. You will hear examples of how other CDFIs are adapting their business models to improve their performance and make a bigger difference in their communities.
2. Models for Growth—the CDFI of the 21st Century
Growing and sustaining a CDFI is a difficult business and getting harder. Attend to learn about successful models for growth developed by CDFIs to improve internal efficiencies and create more demonstrable community impacts. This webinar will examine approaches such as collaborations, shared service platforms, and outsourcing, to help CDFIs grow and become more sustainable.
3. The Four Stages of Organizational Growth
While planning for growth in your organization, you can benefit from understanding exactly where your CDFI is now. This webinar will provide participants with a meaningful organizational development framework, and help participants identify their organizations’ place within it. We will identify common organizational issues and offer practical solutions to managing growth at your CDFI.
4. Capitalization: Raising Debt and Equity for CDFIs
Responding to popular demand, we are presenting a webinar on capitalization, a common challenge among many small and emerging CDFIs. Join us to explore various sources of capital available to CDFIs. In this webinar, you will learn to develop a plan to access the sources of capital appropriate for your CDFI.
5. Leading and Managing Organizational Change
As your organization prepares for ambitious growth, it must consider and manage for the effects change will have on the organization and its staff. This webinar will walk through the steps for leading organizational change successfully, as well as identify how different types of change may affect your organization.
6. Four Stages of Organizational Growth for Boards of Directors
The Board of Director’s role in governing a CDFI evolves as your organization grows. In this session, we will present a framework for the Four Stages of CDFI Growth, help you identify where your CDFI is in the continuum, and what the implications are for the membership, structure, and role of your Board of Directors. We will identify practical solutions to common Board challenges.
Recommended Attendees: Board Members and CEOs/Executive Directors of CDFIs
7. Lending Life Cycle Part I: Customer Acquisition to Loan Closing
Want to improve your CDFI’s lending processes? Feel uncertain about how to identify potential borrowers, underwrite and close loans efficiently, or manage risk in your portfolio? Please join us for a two-part webinar to learn best practices for improving performance across your organization’s lending life cycle. The webinars will highlight key aspects of the lending process, from loan sourcing to loan approval to working with borrowers in collections.
8. Lending Life Cycle Part II: Loan Servicing and Troubled Loan Management
Want to improve your CDFI’s lending processes? Feel uncertain about how to identify potential borrowers, underwrite and close loans efficiently, or manage risk in your portfolio? Please join us for a two-part webinar to learn best practices for improving performance across your organization’s lending life cycle. The webinars will highlight key aspects of the lending process, from loan sourcing to loan approval to working with borrowers in collections.