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Updated: 17 min 19 sec ago

Referrals for Consultants on Capital Planning?

Mon, 2020-06-08 18:10
From : Communities>>Open Forum
All,  We have an opportunity for a consultant to help us with deep-dive financial analysis & recommendations and capital planning for the next 3-5 years - way overdue and timely.   Does anyone have any recommendations?  Recommendations from orgs who have used the consultant before would be preferred.   I am relatively new to this list so if there has been a discussion on this before - please point me there.   Thanks! Chris Linder ------------------------------ Christopher Linder CEO MaineStream [More]

Looking to buy a CDFI

Mon, 2020-06-08 15:20
From : Communities>>Open Forum
Looking for any leads on a CDFI that is looking to be purchased. ------------------------------ Steve Sager Associate General Counsel CBC Mortgage Agency South Jordan UT 801.577.9427 ------------------------------

RE: Looking for recent (2015+) readings on CDFI industry

Mon, 2020-06-08 10:21
From : Communities>>Open Forum
Hi Dan! Please see some of FUND Consulting's recent work on gender and racial disparities in CDFI leadership as the field has "professionalized" and evolved past its nascent stages as an industry (some argue roughly parallel to entrepreneurial CDC evolution into the 90s): http://www.fundconsulting.com/fund-ci/ -->Particularly important are their Perception vs. Reality study on gender dynamics (http://www.fundconsulting.com/wp-content/uploads/2018/10/FUNDCI-Perception_vs_Reality.pdf) and on lack of [More]

RE: Looking for recent (2015+) readings on CDFI industry

Mon, 2020-06-08 10:13
From : Communities>>Open Forum
Good Morning Dan, Please see the attached paper we wrote with First Nations Oweesta Corporation last December: Best Practices in Impact Tracking for Native Community Development Financial Institutions: Tools, Resources, and Case Studies. It includes an impact tracking matrix we developed as well. Excited to know more graduate students are diving into this work! Michael ------------------------------ Michael Brydge Sweet Grass Consulting Fort Collins CO 540-448-1826 ------------------------------

Files Attached Document
RE: Looking for recent (2015+) readings on CDFI industry

RE: Looking for recent (2015+) readings on CDFI industry

Mon, 2020-06-08 09:18
From : Communities>>Open Forum
Dan, The FUND Community Institute has published a study on Women in CDFIs and on Diversity, Equity and Inclusion in the CDFI Industry that may be of interest to you. Please visit www.fundci.org to download the reports. ------------------------------ Lolita Sereleas Founding Partner FUND Consulting, LLC Forest Park IL (773) 281-8845 ------------------------------

RE: Looking for recent (2015+) readings on CDFI industry

Fri, 2020-06-05 20:07
From : Communities>>Open Forum
Thank you! Sent from my iPhone

RE: Looking for recent (2015+) readings on CDFI industry

Fri, 2020-06-05 19:50
From : Communities>>Open Forum
Hi, Dan, We have a new podcast called "CDFI Central" here:  https://ccdficentral.com/ . The first episode,  CDFI 101: An Introduction to Community Development Financial Institutions , provides some easily digestible background and basics about CDFIs-their history, what they are, who they serve, and how anyone might be able to utilize CDFI services. There's also a book, written by Jennifer Vanica, Courageous Philanthropy: Going Public in a Closely Held World , which might be of interest to you.  https://g.co/kgs/PauQRK [More]

General Characteristics of the 25 Highest Scoring Applications - CMF 2019 round

Fri, 2020-06-05 12:58
From : Communities>>Open Forum
Dear Colleagues - as you start working on your CDFI Fund FY '20 Capital Magnet Fund, we suggest you take a look at the attached document that details some of the characteristics of the 25 Applications with the highest External Application Review Score.  Hope its helpful.  Good luck! ------------------------------ Jason Friedman Principal Friedman Associates (319) 341-3556 jasonj@friedmanassociates.net www.friedmanassociates.net ------------------------------

Files Attached Document
General Characteristics of the 25 Highest Scoring Applications - CMF 2019 round

Navigating Community Development

Fri, 2020-06-05 11:54
From : Communities>>Open Forum
Hi Dan- Dee Walsh and I co-authored a publication titled Navigating Community Development: Harnessing Comparative Advantages to create Strategic Partnerships published by Palgrave MacMillan in 2017. The book is available in paperback. While our focus is on core competencies that lead to effective strategic partnerships, we have seven case studies and feature several CDFIs including Fahe, IFF, and CDC of Brownsville. We did a workshop on strategic partnerships at the 2017 OFN Conference featuring [More]

RE: Looking for recent (2015+) readings on CDFI industry

Fri, 2020-06-05 11:27
From : Communities>>Open Forum
Hi Dan, We recently created a CDFI Research Community on CDFI Connect, including a library for sharing and downloading relevant research. I'll send an invitation. In addition to publications by Michael Swack, Cliff Rosenthal, and LISC, I highly recommend CDFI Futures: An Industry at a Crossroads   by Jeremy Nowak. Thanks! Lance ------------------------------ Lance Loethen Vice President, Research Opportunity Finance Network Washington DC (215) 320-4343 ------------------------------

RE: Looking for recent (2015+) readings on CDFI industry

Fri, 2020-06-05 09:51
From : Communities>>Open Forum
Thanks! It's on my list! Dan Immergluck

RE: Looking for recent (2015+) readings on CDFI industry

Fri, 2020-06-05 09:51
From : Communities>>Open Forum
Thanks! Am familiar with Michaels excellent work.

RE: Looking for recent (2015+) readings on CDFI industry

Fri, 2020-06-05 09:36
From : Communities>>Open Forum
Dan - Contact Michael Swack at the Carsey Institute in New Hampshire, whihc offers post-graduate Community Development training.  He's been involved since the inception of the CDFI program working closely with Mark Pinsky, OFN and others. I attach his seminal work on the CDFI performance during the 2008 recession.  I also attach OFN's periodic analytic comparison of CDFIs.    Michael Swack, Director, Center for Impact Finance Carsey School of Public Policy University of New Hampshire 603 862-3201 [More]

Files Attached Document
RE: Looking for recent (2015+) readings on CDFI industry

RE: Looking for recent (2015+) readings on CDFI industry

Fri, 2020-06-05 09:24
From : Communities>>Open Forum
Hi Dan, LISC wrote a white paper a few years ago on the industry that I (I'm biased) think is a great resource and read. https://www.lisc.org/our-resources/resource/cdfis-impact-investing-industry-review Hope this helps! Yvonne ------------------------------ Yvonne Nolan (Tou) Vice President Local Initiatives Support Corporation New York NY (212) 455-9345 ------------------------------

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