Publications

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Capacity Building: Community Health Center Lending
Issue Date: 2013-10-17

Moderator: Pam Porter, Opportunity Finance Network
Panelists: Allison Coleman, Capital Link; Kim Dempsey, NCB Capital Impact; and Tom Manning, Primary Care Development Corporation

Community Health Centers (CHCs) in underserved communities are projected to grow by 50 to 100%, triggering a multi-billion dollar capital need with significant investment opportunity for CDFIs. Moreover, evidence consistently shows that CHCs have a direct and measurable impact on the health of low-income communities while additionally serving as engines of primary and secondary economic development. In this context, The CDFI Fund has selected OFN, working with the CDFI industry’s most experienced health care lenders, to provide Capacity Building TA to increase CDFI lending to the CHC sector. Moderated by OFN, with panelists from the Primary Care Development Corporation, Capital Link and NCB Capital Impact, this session will cover the role of CHCs in the low-income communities and the most critical aspects of CHC lending. Participants will also understand the broader and deeper TA that will be available through this CDFI Capacity Building Initiative.

Special Session: Health Care Finance
Level: General

Cost:
FREE

Energy Efficiency Financing: Meet the Funders
Issue Date: 2013-10-17

Moderator: Wanda Speight, Opportunity Finance Network 
Panelists: Amy Brusiloff, Bank of America; Dana Bourland, The JPB Foundation; Casey Bell, ACEEE; and Eileen Neely, Living Cities 

Meet some of the funders of CDFIs' energy efficiency financing work. Get an update on how energy efficiency fits into their programmatic priorities, the types of programs available to CDFIs, and how to apply.

Track: Energy Efficiency 
Level: General

Cost:
FREE

Creating Liquidity Through Partnerships
Issue Date: 2013-10-17

Moderator: Vicky Stein, Community Reinvestment Fund 
Panelists: Kristin Faust, Partners for the Common Good; Catherine Godschalk, Calvert Foundation; Allison Moy, Self-Help; and a representative of NCB Capital Impact 

CDFIs raise capital in a variety of ways to support their mission, often relying on low-cost, long-term debt or philanthropic funds. However, some CDFIs are looking at innovative ways to diversify their capital base or to help overcome certain lending constraints (e.g., single borrower limits). One strategy that is starting to gain traction is partnering with other CDFIs to sell whole loans, with the end goal of increasing the liquidity base and lending capacity of the originating/selling CDFI. This activity has some history in the CDFI industry’s lexicon, but the idea has recently reemerged as a way for CDFIs to raise capital. The panel will talk about past efforts to create liquidity through loan purchasing partnerships, and will cover examples of the latest developments from CDFIs that are currently working together on transactions.

Track: Collaborations
Level: Advanced

Cost:
FREE

At the Nexus of Housing and Health
Issue Date: 2013-10-17

Moderator: Kimberlee Cornett, The Kresge Foundation
Presenters: Emily Chen, Local Initiatives Support Corporation; Alisa Wilson, Mercy Loan Fund; and Andrew Baldwin, Corporation for Supportive Housing

Increasingly, CDFIs are focusing on promoting healthy communities through targeted investments that impact the social determinants of health. Integrating health care services with affordable housing developments is one effective way to do this. A few CDFIs have been doing this for decades; many more have only recently considered this option. In this session you’ll hear from three highly experienced CDFIs who will share their varied and successful approaches to combining health care with housing. Examples range from designing and designating space on-site for visiting health care providers, co-locating full-service primary health care clinics within housing developments, and providing a range of supportive services. You’ll also learn about a new financing vehicle, the Healthy Futures Fund, that explores the nexus between housing and health care access through Low Income Housing Tax Credits, New Markets Tax Credits, and associated lending. This session will provide a forum to discuss lessons learned as theory is put into practice.

Track: Housing
Level: General

Cost:
FREE

Transformative Effects of Grocery Stores in Food Deserts
Issue Date: 2013-10-16

Presenters: Jeremy Nowak, J. Nowak & Associates, Jeffrey Brown and Donna Leuchten, UpLift Solutions 

A staggering 24.6 million Americans (8% of the U.S. population) live in “food deserts,” underserved, economically distressed urban or rural areas that lack grocery stores or easy access to fresh fruits and vegetables. As a result, these communities have increased rates of obesity, diabetes, and other public health challenges. High-quality, full-service supermarkets improve the health and economic well-being of these communities. Hear from UpLift Solution and one of the leading supermarket operators on the innovative work that is being done nationally and the remaining opportunities around healthy food financing.

Track: Healthy Foods 
Level: General

Cost:
FREE

Securing the Support of Individual Donors
Issue Date: 2013-10-16

Presenter: Alan Cantor, Alan Cantor Consulting LLC and Mary Beth Bunge, Alternatives Federal Credit Union

Government grants are getting smaller and the reporting requirements are getting more onerous. Competition is rising for grants from foundations and corporations. Are CDFIs missing a huge opportunity? They surely are. Over 80% of donations to nonprofits in the U.S. come from individuals. Though a CDFI is not a traditional kind of charity like a university or a museum, you too can attract gifts from individuals. Come hear from a CDFI who has successfully done just that, and learn how the rules of the fundraising game can be applied and adapted for CDFIs.

Track: Financial Resources
Level: General

Cost:
FREE

Introduction to Financing Cooperative Enterprises
Issue Date: 2013-10-16

Presenters: Betsy Black, Cooperative Fund of New England; Brenda Pfahnl, Northcountry Cooperative Development Fund; Margaret Lund, Co-opera Co; and Mark Fick, Chicago Community Loan Fund

For decades, cooperatives have successfully provided permanently affordable housing. More recently, communities are using cooperative models to strengthen their local economy with social enterprises and worker-owned businesses. CDFIs can play an important role in assisting these community controlled development models by financing their real estate, working capital, and equipment needs. This session starts with an overview of common cooperative structures and their economic impact in the United States. We’ll then turn to underwriting worker-owned, producer-owned, and consumer-owned businesses. Special attention will be given to retail food cooperatives, which have become a popular tool to address food security and healthy food access. You’ll come away from the session with an appreciation for this impactful business model and the issues and best practices to consider when underwriting cooperatives. You will also have the opportunity to meet local cooperative businesses and learn about their financing needs during a networking session directly following (5:30-6:15 PM).

Track: Small Business
Level: General
 

Cost:
FREE

Innovations in Credit Union and Community Partnerships
Issue Date: 2013-10-16

Presenters: Alan Branson, Hope Credit Union; Pablo DeFilippi, National Federation of Community Development Credit Unions; and Dave Prosser, Freedom First Credit Union

In this speed-dating style session, participants will explore four different models of partnerships between community development credit unions (CDCUs) and community service providers/small businesses. Presenters will describe current programs such as on-site credit union services, credit union/non-profit joint project development, and online/mobile-based strategies. Presenters represent CDCUs from diverse markets – urban, rural, and mixed. Participants will learn how: 1) community organizations can partner with CDCUs to improve services and outcomes to clients and the community; 2) CDFI loan funds can increase the impact of loans made to community service providers and small businesses; and 3) CDCUs can use different partnership models to reach new members and serve the larger community.

Track: Collaborations
Level: General

Cost:
FREE

Increasing your CDFI's Resilience through Business Continuation Planning
Issue Date: 2013-10-16

Presenter: Adina Abramowitz, Consulting for Change

Many CDFIs have completed a succession plan for the CEO or Executive Director. Yet organizations depend on the unique knowledge and relationships of many managers. This hands-on workshop will provide you with tools to identify and resolve vulnerabilities if any of your key managers were to leave the organization. These actions will make your organization more resilient and flexible, and give junior staff opportunities to learn and grow.

Track: Organizational Capacity
Level: Introductory

Cost:
FREE

CDFIs and the FHLB System: What's Next?
Issue Date: 2013-10-16

Presenters: Cheryl Neas, Opportunity Finance Network and Laura Buxbaum, CEI

In the five years since Congress granted non-regulated CDFIs membership in the Federal Home Loan Bank system, CDFI participation in the System has grown each year. The CDFI industry’s work with FHLBs and our approaches to overcoming obstacles have also evolved. Join a discussion of successes and challenges, talk about public policy strategies, and find out how you can best participate in the FHLB system and the industry network around it.

Track: Financial Resources
Level: Advanced

Cost:
FREE

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