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Updated: 33 min 11 sec ago

Manage a Housing Fund for a Local Employer

Fri, 2019-05-24 10:53
From : Communities>>Open Forum
A local employer is interested in having HomesFund, a CDFI in Southwest Colorado, manage an affordable housing fund for their employees. They would provide the loan-fund capital but we would just manage it it would not be our loan-fund capital. We would get a fee for this service. I'm not sure who would get the interest (or shared-appreciation because that's how we typically structure our mortgage assistance loans). The fund would provide mortgage assistance loans exclusively to the employees of [More]

RE: Risk Management Panel at OFN Conference?

Fri, 2019-05-24 10:24
From : Communities>>Open Forum
I think this is a wonderful idea that all partners in the industry (lenders, cdfis and investors) could learn from. ------------------------------ Tiena Johnson-Hall SVP Community Development Finance Manager BBVA Compass Ontario CA (909) 285-3940 ------------------------------

RE: Risk Management Panel at OFN Conference?

Fri, 2019-05-24 09:57
From : Communities>>Open Forum
HI Sara, This would definitely be of interest to me as I've spent many years on the topic of risk management within the financial inclusion space as a founder, former Director, and current Steering Committee member of the Risk Management Initiative in Microfinance (RIM) and board member of the Professional Risk Managers' International Association (PRMIA) . As unregulated entities which many of us are, and in an industry which is quiet fragmented, the core challenge that we all face is the lack of [More]

Data Collection Best Practices

Fri, 2019-05-24 09:43
From : Communities>>Open Forum
Hello, My organization recently implemented Salesforce as our CRM system and developed an online loan application process, but we are struggling to prioritize the data we collect. We have a lengthy application which, in addition to loan and borrower information, includes a list of questions about outcomes. In addition, we are implementing an annual borrower survey to collect longer term outcome data on all of our active loans. Most of the outcome data we currently collect is what we are required [More]

RE: Risk Management Panel at OFN Conference?

Thu, 2019-05-23 21:16
From : Communities>>Open Forum
Great idea.  The management of risk throughout the loan development process from origination too servicing and management would be helpful to many CDFIs. Roberto Barragan President NCCLF, San Francisco ------------------------------ Roberto Barragan Principal Aquaria Funding Solutions Northridge CA (818) 416-2555 ------------------------------

RE: Risk Management Panel at OFN Conference?

Thu, 2019-05-23 18:43
From : Communities>>Open Forum
I am very interested in the internal audits, but maybe the only one... ------------------------------ Brian Sample Asset Management Vice President Mercy Loan Fund CO 303-830-3339 ------------------------------

RE: Risk Management Panel at OFN Conference?

Thu, 2019-05-23 12:17
From : Communities>>Open Forum
Very interested in this panel concept... Steve Fireman ECDI President and General Counsel Please know I often dictate emails for safety reasons and do not always catch errors, please excuse my mistakes!

RE: Gauging Interest for Research Collaborative

Thu, 2019-05-23 11:39
From : Communities>>Open Forum
Michael - I'm glad to hear that and I think having the Carsey Institute involved would be really great for this initiative. I work some with faculty from the UNC School of Government's Development Finance Initiative here in North Carolina. Finding more ways for CDFIs and academic institutions to collaborate would be something I'm hoping to explore. ------------------------------ Jamie McCall Vice President, Policy and Research Carolina Small Business Development Fund Raleigh NC (919) 803-1437 -- [More]

RE: Gauging Interest for Research Collaborative

Thu, 2019-05-23 11:31
From : Communities>>Open Forum
Thanks for sharing this! ------------------------------ Katy Stigers Research Director Fahe Berea KY 4239632921 ------------------------------

Impact Investing and Charter Schools

Thu, 2019-05-23 10:31
From : Communities>>Open Forum
Good morning all I'm a long time community member, but this is my first time posting a request or discussion topic... I am working on an analysis of 'impact investments' in support of charter schools, understanding current strategies and investments (mainly through CDFIs and Charter focused funds), as well as exploring opportunities forward... I would be grateful if community members might share any examples, resources or insights regarding this topic Many thanks in advance ANDREA ANDREA E McGRATH [More]

RE: Gauging Interest for Research Collaborative

Thu, 2019-05-23 10:19
From : Communities>>Open Forum
We also do research and would be interested in talking to others. Michael Swack, Director Center for Impact Finance Carsey School of Public Policy, University of New Hampshire 603 862-3201 michael.swack@unh.edu ------------------------------ Michael Swack The Carsey Institute Durham NH (603) 862-3201 ------------------------------

OFN Session the role of customer relationship management in improving compliance, outcome tracking, and developing sustainable small businesses.

Thu, 2019-05-23 10:07
From : Communities>>Open Forum
Dear Colleagues - we're getting interest in facilitating a panel on this subject.  Let's talk! Feel free to e-mail me off-line. Thanks. ------------------------------ Jason Friedman Principal Friedman Associates 319-341-3556 jasonj@friedmanassociates.net www.friedmanassociates.net ------------------------------

RE: Risk Management Panel at OFN Conference?

Thu, 2019-05-23 09:39
From : Communities>>Open Forum
Great idea, Sara, and yes, that would be of interest.  I would add interest rate risk management since we may be in a rising interest rate environment, although, that still remains TBD. ------------------------------ Chuck Wall Chief Financial Officer Renaissance Community Loan Fund, Inc. Gulfport MS ------------------------------

Risk Management Panel at OFN Conference?

Wed, 2019-05-22 14:39
From : Communities>>Open Forum
Would you be interested in a panel discussion on Risk Management at this year's OFN Conference?  If so, which of the following topics interest you most?  Legal Compliance Enterprise Risk Management Corporate Governance Internal Audit Alternatively, please suggest a topic related to risk management that is of interest to you. Thank you for your feedback! ------------------------------ Sara West Director of Compliance IFF Chicago IL (312) 340-6049 ------------------------------

RE: Gauging Interest for Research Collaborative

Wed, 2019-05-22 11:20
From : Communities>>Open Forum
Thanks Ruth! We're hoping to get both CDFIs directly and partners like FUND involved. Research is after all a team sport! After we gauge interest hoping to have a conversation on what sort of common challenges/themes might be out there that organizations could collaborate on.  For example, I had previously read your reports on women in the CDFI industry. With original data collection like that being so expensive, would be great for this group to explore topics like how that data could be leveraged [More]

RE: Gauging Interest for Research Collaborative

Tue, 2019-05-21 13:24
From : Communities>>Open Forum
This is a great idea Jamie!  We at FUND Community Institute (www.fundci.org) are all about CDFI research and always looking for new ideas in case you want to collaborate in the future. Ruth Barber FUND Community Institute ruthbarber@fundci.org ------------------------------ Ruth Barber Executive Director FUND Consulting, LLC Chicago IL ------------------------------

Gauging Interest for Research Collaborative

Mon, 2019-05-20 14:24
From : Communities>>Open Forum
Hello everyone! OFN, in partnership with  Carolina Small Business Development Fund  and CNote , have put together a (very short!) survey to see if there would be interest in starting a research collaborative. If you or someone from your organization has any interest in research, even if research/policy analysis isn't a formal part of your job function,   we encourage you to take the survey at this link .  What's the goal? In short, have you ever noticed at conferences all the networking by job function [More]

RE: State Funded Impact Funds

Mon, 2019-05-20 13:19
From : Communities>>Open Forum
Thank you Mike. Really great piece. Kudos to the writers too! ------------------------------ Pam Porter pamporter3@gmail.com ------------------------------

RE: Part-Time Underwriting Position

Mon, 2019-05-20 13:19
From : Communities>>Open Forum
Hello Amy, I am currently working as the Special Assets Manager at Carolina Small Business and would like to be considered for the part time underwriter remote position.  I completed a large corporate training program and have worked in Credit as an underwriter, risk review specialist and in loan review.  I also have experience in line functions as a Relationship manager. I can be reached at 601 906 4235.  Thanks Carlton Stephen ------------------------------ Carlton Stephen Special Assets Manager [More]

Files Attached Document
RE: Part-Time Underwriting Position

RE: State Funded Impact Funds

Mon, 2019-05-20 11:51
From : Communities>>Open Forum
Pam,  Brett Theodos, Ellen Seidman, Leiha Edmonds and Eric Hangen wrote a paper about a year a half ago on this topic. It's published on Urban Institute's website and can be found here .   Hope you are well,  Mike ------------------------------ Mike Eggleston Community Development Specialist Federal Reserve Bank of St. Louis ------------------------------

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