The CDFI Small Business Growth Collaborative

  • OFN and Goldman Sachs 10,000 Small Businesses are partnering to help

  • CDFIs strengthen their small business financing in underserved communities.

Goldman Sachs Small Business LogoFrom 2011 through 2013, the CDFI Small Business Growth Collaborative provided practical peer learning opportunities and widely disseminated knowledge and resources to help build the field of CDFI small business lenders.

Links to all the resources developed under this initiative follow.

TA Memos

Webinars

First GC Annual Gathering, November 2011

  • Breakout Discussions by Size
  • How Do Banks Underwrite CDFIs? (Cristina Shapiro and Andi Phillips, Goldman Sachs)
  • Breakout Discussions by Topic: Pricing, Software, Marketing, Risk Ratings
  • Loan Restructuring and Modifications (Raymond Lanza-Weil, CARS™, Gary Johnson, Community First Fund, and Sarah Fitzgerald, Montana CDC)
  • Discussion with Goldman Sachs Bank President Esta Stecher

OFN Conference Small Business Track Breakout Sessions, November 2011

OFN Small Business Finance Forum, June 2012

Second GC Annual Gathering, October 2012

  • Breakout Discussions by Size of CDFI
    Ways to Increase Self-sufficiency and Reduce Reliance on Operating Grants (Adina Abramowitz, Consulting for Change; James Bason, Seedco Financial Services; Ceyl Prinster, Colorado Enterprise Fund; and Jim Thomas, Community Capital Development)
  • Breakout Discussions by Topic (Impact Tracking, Raising Flexible Capital, Risk-based Pricing Models for Loans, Raising Grants for Operations and Strategic Investments, Staff Structure in Lending Department)
  • Increasing Deployment through Market Analysis (Adina Abramowitz, Consulting for Change and Clint Gwin, Pathway Lending)
  • The Implications of Economic and Market Trends for Smaller Businesses: A Discussion (Abby Joseph Cohen, Senior Investment Strategist and President, Global Markets Institute at Goldman Sachs and Esta Stecher, CEO, Goldman Sachs Bank USA) 

OFN Conference Small Business Track Breakout Sessions, October 2012

OFN Small Business Finance Forum, June 2013

Third GC Annual Gathering, October 2013

  • Managing Growth  - Panel Presentations
    • Partnerships for Raising Capital: Grace Fricks, ACE
    • TA Delivery: Margaret Berger Bradley, Goldman Sachs 10KSB
  • Managing Growth  - Breakout Discussions
    • Partnerships for Raising Capital : Grace Fricks, ACE
    • TA Delivery: Margaret Berger Bradley, Goldman Sachs 10KSB
    • Lending Efficiencies: Andre Suite, TruFund Financial
    • Loan Pricing: Ginger McNally, Opportunity Finance Network
    • Managing Delinquencies:  Gary Johnson, Community First Fund
  • Table Discussions by Position
  • Growing Your Portfolio - Panel Presentations
    • New Products: Sarah Fitzgerald, Montana CDC
    • Partnerships for Lending: Keith Bisson, CEI & Marten Jenkins, NCIF
  • Growing Your Portfolio - Breakout Discussions
    • New Products: Sarah Fitzgerald, Montana CDC
    • Partnerships for Lending: Keith Bisson, CEI  & Marten Jenkins, NCIF
    • Business Development: Wayne Waldrop, Virginia Community Capital
    • Geographic Expansion: Aisha Benson, TruFund Financial

OFN Conference Small Business Track Breakout Sessions, October 2013

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