Publications

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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

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

New Products in Consumer Financial Services
Issue Date: 2013-10-17

Moderator: Joshua Sledge, Center for Financial Services Innovation
Panelists: Sheri Flanigan-Vazquez, Justine Peterson; Bob Annibale, Citi; Steve Zuckerman Self-Help; and Jose Quinonez, Mission Asset Fund

This session covers new consumer financial services products that CDFIs have developed to address individuals and families that are underserved by conventional financial institutions. Drawing on two case studies developed for the Scaling Up Microfinance curriculum, the session focuses on products such as small dollar loans and secured credit cards, and the processes that CDFIs have undertaken to develop successful products.

Track: Consumer Finance 
Level: General 

Cost:
FREE

Credit Union Alternatives to High-Cost Payday Loans
Issue Date: 2013-10-17

Moderator: Melanie Stern, National Federation of CDCUs 
Panelists: Alex Horowitz, Pew Charitable Trusts; Nicole Pendelton, Freedom First FCU; and Sarah Marshall, North Side FCU

The payday industry and other high-cost lenders continue to drain wealth from communities and individuals, taking advantage of the small dollar credit needs of low and moderate income borrowers. This workshop will explore Pew Charitable Trust’s cutting-edge research on the reasons people borrow from payday lenders, community responses, and innovative, responsible alternative loan product solutions that credit unions can offer to this population.

Track: Credit Union
Level: General 

Cost:
FREE

Character Can’t Tell the Story: Mitigating Risk in a Changed Lending Environment
Issue Date: 2013-10-17

Moderator: Terry Burks, Equifax
Panelists: Michael Stefanick, Equifax and Bonnie Bowling, Access to Capital for Entrepreneurs 

In lending days of old, you could rely on the three C’s for mitigating risk: character, collateral, and cash. In today’s lending environment, relying on character can get you into trouble – you need to focus on the facts. This session will provide insights into a major credit agency’s recent analysis of the current market landscape for microenterprises, including risk and growth trends; outline critical factors for identifying and managing risk in your microenterprise loan portfolio; and show you how leveraging a new automated underwriting system can drive efficiency in your loan origination processes. You’ll hear from a CDFI microlender who's adopted the technology and achieved significant loan growth as a result.

Track: Organizational Capacity
Level: General

Cost:
FREE

Fast and Furious
Issue Date: 2013-10-17

Moderator: Debby Stefaniak, Opportunity Finance Network

Panelists: Stefanie Arck, Opportunity Finance Network; Nick Burstein, Opportunity Finance Network; Demetric Duckett, TruFund; Andrew Schultz, Garfield Group; Sherry Simmons, Northern CA Community Loan Fund; Allison Starkey, Wells Fargo; Steve Varnum, New Hampshire Community Loan Fund

 

TED gives presenters 18 minutes to make their case—our marketing and communications experts only need eight! See eight communications professionals present eight tools or best practices in this engaging and fast paced session. Topics include: Social Media in Five Minutes a Day; Crisis Communications Readiness; Responsive Web Design; Tell Me a Story!; Be Bold with your Marketing; Designs That Scale; How to be an Effective Co-Brand Partner

Track: Strategic Communications
Level: General

Cost:
FREE

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