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".

Membership Brochure
Issue Date: 2013-12-06

Opportunity Finance Network (OFN) is the leading network of CDFIs.  OFN is the only national membership network exclusively representing all types of CDFIs and offering unparalleled leadership in CDFI capacity building, policy, marketing, and financing.

Learn how to become and OFN Member and the benefits that are associated with it.

Cost:
FREE

Performance Counts: Presentation and Classification of Grants and Net Assets
Issue Date: 2013-12-02

Performance Counts is an industry-led collaborative effort to develop industry standards and best practices around financial statements and financial management, and serve as an industry forum for sharing information, documents, and ideas on these topics. The initiative includes a Working Group that develops financial statement standards, guidance, and best practices by CDFIs for CDFIs.

This paper discusses the purpose of net assets, the presentation of net assets on the Statement of Financial Position (SFP), and the presentation of grants on the Statement of Activities (SOA).

Cost:
FREE

OFN Guide to CDFI Program (Financial Assistance and Technical Assistance) FY2014 v.1
Issue Date: 2013-11-15

This guide reflects an analysis of the FY2014 Notice of Funds Available (NOFA), Application, online webinars, and related materials. It is intended to support CDFIs’ efforts and is not a substitute for a CDFI’s own review of the application materials or for the CDFI Fund’s documents. OFN may update or reissue this document if the CDFI Fund makes changes, issues clarifications, or provides additional resources.

Cost:
FREE

Collaboration as the New Competition
Issue Date: 2013-10-18

Presenters: Sara Vernon Sterman, The Reinvestment Fund; Jeannine Jacokes, Partners for the Common Good; Kim Latimer-Nelligan, Low Income Investment Fund; and Shaw Canale, Mountain BizWorks

Competition in the CDFI marketplace is on the rise. With interest rates at a historic low and a renewed emphasis on investing locally, we as an industry are faced with increasing competition on every front from access to capital to project financing. What can we as an industry do to enhance our competitive edge? Across the industry, there are examples of innovation and success as a result of collaboration. Is collaboration the new competition? This panel discussion explores three recent examples of CDFI collaboration, each focused on harnessing partners’ strengths and resources to amplify outcomes. Panelists from The Reinvestment Fund and LIIF talk about their collaborative efforts in community health center financing. Partners for the Common Good discuss the CapNexus platform, which connects mission-driven capital to borrowers.Mountain BizWorks will discuss the creation of Appalachian Community Capital, a new capital intermediary established to address capital needs of the Appalachian region.

Track: Collaborations
Level: General

Cost:
FREE

Beyond Housing in TOD Vision
Issue Date: 2013-10-18

Moderator: Robin Hacke, Living Cities
Panelists: Jessica Standiford, Low Income Investment Fund; Mike LaFave, Neighborhood Development Center; and Mary Tingerthal, Minnesota Housing Finance Agency 

Funders, policy makers, and developers have placed tremendous emphasis in recent years on mixed use transit oriented development (TOD) as a powerful tool for creating healthy, livable communities. While there is often a deliberate focus on the affordability mix of the housing in such projects, the commercial component of these projects is all too often less intentional. Moderated by Robin Hacke of Living Cities, this panel will highlight recent examples of mixed-use, TOD projects which have had a deliberate focus on economic development. The panel will discuss what “equitable" economic development means in the context of TOD, what it takes to make the economic development component a reality, how it interfaces with the housing component of the same project, and how CDFIs can play a meaningful role. Panelists include Mike LaFave of the Neighborhood Development Center, a CDFI that has completed several such projects; Jessica Standiford of LIIF, who recently completed a national study of mixed use projects; and Mary Tingerthal, a national leader in housing finance policy.

Track: Coverage
Level: General

Cost:
FREE

Financing Food Hubs
Issue Date: 2013-10-18

Moderator: Marten Jenkins, Natural Capital Investment Fund
Panelists: Rick Larson Natural Capital Investment Fund; Malini Ram Moraghan, Wholesome Wave; Sandi Kronick, Eastern Carolina Organics, LLC; Gray Harris and Daniel Wallace, CEI

This session will explore in depth outcomes-based approaches to assessing, supporting and financing early-stage food hubs as they move towards sustainable revenue-based models of operation. (USDA’s working definition of a food hub: a centrally located facility with a business management structure facilitating the aggregation, storage, processing, distribution, and/or marketing of locally/regionally produced food products.) We will explore how CDFIs can add value to the sector; provide tips and suggestions for working with food hubs; consider how to partner with foundations and impact investors; discuss appropriate financing tools; and examine strategies that enable hubs to serve low and moderate income communities. We will frame the discussion with recent research; interview a successful hub operator, a technical assistance provider who coordinates investment, and two CDFI representatives; break participants into small groups to problem solve particular food hub financing challenges; and debrief via a large group discussion.

Track: Healthy Foods

Cost:
FREE

Learnings from Scaling Up Microfinance: New Product Development
Issue Date: 2013-10-18

Presenter: Ashvin Prakash, CFSI

This session draws upon the learnings of the two New Product Development Mentored Working Groups, which were part of the CDFI Fund’s Capacity Building Initiative, Scaling Up Microfinance. The mentored working group sessions covered topics related to developing a strategy to offer new products for both consumer and business lenders. The key aspects to new product development include: ensuring that products align with clients’ needs, gaining organizational buy-in to successfully introduce a new product, assessing prospective partnership opportunities to offer new products, and evaluating product success after its implementation. Join this session to learn how keeping the end goal of the product in mind can support a thoughtful approach to introducing responsive new products and scaling up the microlending activity in your organization.

Track: Microenterprise Finance
Level: General

Cost:
FREE

Innovative Partnership Opportunities between Native and non-Native CDFIs
Issue Date: 2013-10-18

Moderator: Kristi Bias, Oweesta
Panelists: Ted Piccolo, Northwest Native Development Fund; Helen Scalia, Four Directions Development Corporation; and Keith Bisson, Coastal Enterprises, Inc.

Many Native and non-Native CDFIs work in close proximity but in separate markets. What are the opportunities for building partnerships between Native and non-Native CDFIs that further the goals of each? In this interview-style session you'll learn about two examples of such partnerships. Northwest Native Development Fund is working with a local non-Native CDFI to expand its deployment ratio. And Four Directions Development Corporation in Maine has had a long-standing relationship with CEI. This session will open your ideas to a new type of partnership opportunity you may not have previously considered.
 
Track: Native CDFIs
Level: General

Cost:
FREE

Impact Measurement for CDFIs: The Current State of the Field
Issue Date: 2013-10-18

Moderator: Donna Fabiani, Opportunity Finance Network
Panelists: Joan Brodhead, Community First Fund; Jeannine Jacokes, Partners for the Common Good/Community Development Bankers Association; and Michael Swack, Carsey Institute

An ongoing area of concern for CDFIs, impact measurement is critical for CDFIs to understand how well they are accomplishing their mission. It’s also a critical part of telling the CDFI story. In this session we’ll present an overview of some of the impact measurement initiatives and approaches in the industry today, and hold a hearty discussion of what CDFIs and the industry should be measuring and for what purpose. You’ll learn about the Financial Innovations Roundtable’s new Impact Measurement Working Group; two recent research efforts on how different types of CDFIs -- bank CDFIs and small business lenders -- measure impact; and Community First Fund’s integrated approach to impact measurement, starting with embedding impact into its corporate culture and loan underwriting process. Impact measurement is a complex topic that brings out strong passions and opinions. We hope to use this session to move the industry’s thinking forward by at least a few steps.

Special Session: Impact Measurement
Level: General

Cost:
FREE

Brand Basics: What’s Your Story?
Issue Date: 2013-10-18

Presenters: Dave Glaser, Montana CDC and Spider McKnight, Six Pony Hitch Digital and Design

In an industry where concise, powerful communication is key, your brand is your first, best, and sometimes only opportunity to make a connection. Since 2012, Montana CDC has undergone a complete brand overhaul geared toward message simplification and consistency, resulting in improved recognition within key target audiences. This session presents a case study exploring the opportunities and challenges CDFIs may face as they look to establish, invigorate, and rebrand their organizations. Covering the entire process from the initial, extensive research to the launch strategy, this session brings you a dual perspective: you’ll hear from the CDFI that initiated the brand revision and the agency that helped bring it to life. Dave Glaser of Montana CDC and Spider McKnight of Six Pony Hitch Digital & Design will share details on the process and suggest ways that other CDFIs can freshen their brand and messaging strategies. In addition to sharing Montana CDC’s story, Spider and Dave will respond to branding questions and concerns, providing expert advice for other CDFIs struggling with their brand or identity.

Track: Strategic Communications
Level: Intermediate

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