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Updated: 4 min 6 sec ago

RE: Latest KPI industry standards for CDFI's

Tue, 2021-06-01 13:56
From : Communities>>Open Forum
Roberta, I'm new to the industry and want to let you know that I'm excited about your question and what our more experienced colleagues offer up as their tried and true KPI's! Kind regards, ------------------------------ Rob Jacobs CIO Capital Good Fund Providence RI 317 626 6347 ------------------------------

RE: Salesforce CDFI User Group?

Tue, 2021-06-01 13:52
From : Communities>>Open Forum
Greetings You can count me in also. Very interested. ------------------------------ Kimberly Jackson Grant Mgmt & Rptg Specialist Access to Capital for Entrepreneurs (ACE) Austell GA 6789168464 ------------------------------

RE: TA - Looking to buy an Entrepreneurial Training Curriculum in Spanish

Tue, 2021-06-01 07:53
From : Communities>>Open Forum
Hello, Please take a look at the FDIC's Money Smart curriculum at  www.fdic.gov/MoneySmart  and small business resources including a 13 module Curriculum including instructor and participant guides in English and Spanish jointly developed with the SBA here  www.fdic.gov/smallbusiness.  These resources are not copyrighted, there is no cost to use and they are all downloadable. Some Money Smart curricula is available in six other languages. Please reach me if you have questions or need help implementing. [More]

RE: TA - Looking to buy an Entrepreneurial Training Curriculum in Spanish

Tue, 2021-06-01 07:53
From : Communities>>Open Forum
Hello, Please take a look at the FDIC's Money Smart curriculum at  www.fdic.gov/MoneySmart  and small business resources including a 13 module Curriculum including instructor and participant guides in English and Spanish jointly developed with the SBA here  www.fdic.gov/smallbusiness.  These resources are not copyrighted, there is no cost to use and they are all downloadable. Some Money Smart curricula is available in six other languages. Please reach me if you have questions or need help implementing. [More]

RE: TA - Looking to buy an Entrepreneurial Training Curriculum in Spanish

Tue, 2021-06-01 07:51
From : Communities>>Open Forum
​Hello, Please take a look at the FDIC's Money Smart curriculum at www.fdic.gov/MoneySmart and small business resources including a 13 module Curriculum including instructor and participant guides in English and Spanish jointly developed with the SBA here www.fdic.gov/smallbusiness. These resources are not copyrighted, there is no cost to use and they are all downloadable. Some Money Smart curricula is available in six other languages. Please reach me if you have questions or need help implementing. [More]

RE: TA - Looking to buy an Entrepreneurial Training Curriculum in Spanish

Fri, 2021-05-28 12:45
From : Communities>>Open Forum
You may want to outreach to Amanda Blondeau at Northern Initiatives- a CDFI in Michigan.  They have developed a very robust online training and resource platform--called Initiate-- that is subscribed to by other CDFIs as well as used in-house.  Many of their resources are in Spanish and lots of effort is being made currently to greatly expand their Spanish language resources. Kim ------------------------------ Kim LaFranchi COO Sustainable Communities Fund Los Angeles CA 310.914.5333 x205 ------ [More]

RE: TA - Looking to buy an Entrepreneurial Training Curriculum in Spanish

Fri, 2021-05-28 12:25
From : Communities>>Open Forum
Joseph Klare Hi Joseph- thank you so much for the information. I will contact Karla to learn more about their curriculum.  Julieta  ------------------------------ Julieta McPherson Vice President Business Advancement Community Capital New York Elmsford NY (914) 747-8020 ------------------------------

RE: Underwriting software

Fri, 2021-05-28 11:28
From : Communities>>Open Forum
Hi Everyone, We offer end-to-end loan management software specially designed for small businesses. Our solution takes you through the loan life cycle starting from client onboarding, loan origination, documentation generation, and e-signature, underwriting, approval, loan servicing, tracking, interactive reporting tool, and dashboards. Almost 100 Community lenders and Aboriginal Financial Institutions use our solution in Canada. Please feel free to call me or send me an email or let me know your [More]

RE: TA - Looking to buy an Entrepreneurial Training Curriculum in Spanish

Fri, 2021-05-28 10:27
From : Communities>>Open Forum
Hi @Julieta McPherson My name is John Hendershot of the Racial Equity Loan fund Rende Progress Capital. We are in the process of getting our curriculum translated into Spanish. Our TA website is https://rpc-ta.thinkific.com/ to get an idea on our curriculum. My email address is jhender@rendeprogresscapital.com www.rendeprogresscapital.com @Cuong Huynh ​​​ ------------------------------ John F. Hendershot Business Development Director for Opportunity Rende Progress Capital Grand Rapids MI ------- [More]

Latest KPI industry standards for CDFI's

Fri, 2021-05-28 10:21
From : Communities>>Open Forum
Good morning all, Can anyone share the most up-to-date financial KPI's relating to CDFI performance with me please? That is, net asset ratio, delinquency ratio, loan loss reserve ratio, etc. Thank you in advance! Roberta McCullough Institute Capital, Inc ------------------------------ Roberta McCullough Senior Vice President of Operations Institute Capital Durham NC 919.956.2320 ------------------------------

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