CDFI Connect Community Discussions

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Updated: 17 min 12 sec ago

Promoting Partnerships Between CDFIs and Financial Institutions

Tue, 2019-11-05 13:33
From : Communities>>Open Forum
Dear Colleagues - on behalf of one of our clients, we're preparing to meet with a consortium of banks to 'school' them on best practices in investments in CDFIs. Fortunately, we have a great deal of examples with our own clients, but if you have a link to an article, a video, or an interesting story, please feel free to send.  We will share! Thanks. ------------------------------ Jason Friedman CEO Friedman Associates 319-341-3556 jasonj@friedmanassociates.net www.friedmanassociates.net -------- [More]

Copywriters or Creative Agencies that write for CDFI's?

Tue, 2019-11-05 13:22
From : Communities>>Open Forum
Looking for recommendations for super-sharp copywriters and creative agencies that "get" CDFI's. An ideal writer or agency would be able to: Write gripping narratives about an entrepreneur's journey or community's revitalization Turn impact numbers and data into a compelling story Incorporate calls to action Who have you worked with that nailed writing for your CDFI? ------------------------------ Katherine Chamberlain Director of Communications Bridgeway Capital Pittsburgh PA ------------- [More]

RE: New Native CDFI Awards Program

Tue, 2019-11-05 07:16
From : Communities>>Open Forum
Congratulations to the 2019 Native Awardees.   Lummi CDFI is the 2019 Native Seed Capital Awardee .  Lummi CDFI in Bellingham, Washington is culturally rooted in the indigenous values and principles of the first peoples of the Pacific Northwest. By providing access to education, financing, and asset growth, the Native CDFI offers a trusted, safe place for Native individuals considering entrepreneurship, building a business and/or strengthening credit.  Since its founding in 2006, the CDFI has seen [More]

RE: Position Description - Director of Development & Communications

Mon, 2019-11-04 16:45
From : Communities>>Open Forum
Hello Shawn. Here is a description with the same title from our organization. ------------------------------ Laura Altomare Director of Communications & Development Homewise Santa Fe NM ------------------------------

Files Attached Document
RE: Position Description - Director of Development & Communications

RE: SEO and Search Marketing for CDFIs - Would training or resources be helpful?

Mon, 2019-11-04 09:20
From : Communities>>Open Forum
This is a great topic. A mix of tools and trainings where we can ask questions would be helpful. A challenge we have is that our keywords are similar to some of the online lenders and they have a lot more funds. Since many people are searching online for loan sources, how do we better compete with these online lenders. ------------------------------ Amanda Blondeau Northern Initiatives ------------------------------

RE: SEO and Search Marketing for CDFIs - Would training or resources be helpful?

Sun, 2019-11-03 14:11
From : Communities>>Open Forum
Great idea! This might also make for a good OFN panel in 2020. Tagging @Lina Page on this...​​​ ------------------------------ Jason Anderson Sr. Director, Marketing & Communications Capital Impact Partners Arlington VA (703) 647-2308 ------------------------------

RE: Dates of the 2020 CDFI Conference

Fri, 2019-11-01 15:45
From : Communities>>Open Forum
Thanks Seth!! Have a good weekend! Sent from my Sprint Samsung Galaxy S9+.

RE: Position Description - Director of Development & Communications

Fri, 2019-11-01 15:02
From : Communities>>Open Forum
Hi Shawn. I can at least help with the communications side of it. Steve ------------------------------ Steve Varnum Director of Communications and Marketing New Hampshire Community Loan Fund Concord NH (603) 224-6669 svarnum@communityloanfund.org ------------------------------

Files Attached Document
RE: Position Description - Director of Development & Communications

RE: Dates of the 2020 CDFI Conference

Fri, 2019-11-01 13:02
From : Communities>>Open Forum
Hi Jennie,  If you mean the 2020 OFN Conference, it will be in Los Angeles, CA from November 9-12.   Thanks! ------------------------------ Seth Julyan Executive Vice President, Membership Opportunity Finance Network Philadelphia PA 215-320-4342 ------------------------------

Dates of the 2020 CDFI Conference

Fri, 2019-11-01 09:32
From : Communities>>Open Forum
I've been asked and I thought it was on a brochure I had from the 2019 Conference, but to no avail. Can anyone help? Thanks. Sent from my Sprint Samsung Galaxy S9+.

New Positions

Fri, 2019-11-01 09:26
From : Communities>>Open Forum
We are looking for 2 new team members - a Director of Partnerships & Engagement (Boston based) and a Senior Policy Manager (Boston or DC based). You can read more at https://buildcommonwealth.org/about/careers Melissa Gopnik Senior Vice President Commonwealth 617.202.0529 www.buildcommonwealth.org Pragmatism is not a way of negating principle but, rather, the realist's way of pursuing principle

Climate Crisis upcoming webinar + working group calls

Thu, 2019-10-31 22:23
From : Communities>>Open Forum
On Wednesday November 13th at 11am pacific time, CNote will be focusing their next webinar on the climate crisis! It is entitled "Investing locally for a global impact: How CDFIs are addressing the climate crisis." CNote is  an impact investing platform that works to connect investors with values-aligned opportunities to invest in CDFIs and target issues, like the climate crisis. The webinar will feature: - Elizabeth Rogers from CEI who will speak to concrete examples of CDFI projects that are addressing [More]

Customer Identification Program/ Processes for Loan Funds?

Thu, 2019-10-31 17:09
From : Communities>>Open Forum
Hi Folks, I'm researching customer identification programs and processes. I'd appreciate connecting with other CDFI loan funds to learn more about your processes and vendor recommendations. Thank you, Cathi ------------------------------ Cathi Kim Director, Inclusiv/ Capital Inclusiv New York NY (212) 809-1850 ------------------------------

RE: Quickbooks

Thu, 2019-10-31 12:36
From : Communities>>Open Forum
Sydni, What you wrote is correct - the online version of QB traditionally had a fraction of the features of the desktop version.  Over time, Intuit brought more things over into the online version, so they aren't as far apart as they used to be.  Tech support wise, there are a lot QB forums out there for either product.  Personally, either one would work for you, but if you've never used QB before, the online version is a little more straightforward.  All that being said, and for whatever it's worth, [More]

RE: Quickbooks

Thu, 2019-10-31 12:24
From : Communities>>Open Forum
I prefer the non-profit edition of quickbooks and you can get it usually at a better price through Tech Soup which provides discount software for nonprofit organizations: https://www.techsoup.org/intuit?utm_term=%2Btechsoup&utm_medium=ppc&utm_campaign=Z-SRC-Branded-Paid&utm_source=adwords&hsa_ad=331786551792&hsa_ver=3&hsa_cam=632278711&hsa_acc=9197892769&hsa_grp=28303920499&hsa_src=g&hsa_mt=b&hsa_kw=%2Btechsoup&hsa_net=adwords&hsa_tgt=kwd-30976147178&gclid=Cj0KCQjwjOrtBRCcARIsAEq4rW7_PD-pIj_XOd4Fs75SPYlMyYa3wRuzK2zaAtwTI1HwWGTxjKdj6cMaAqVsEALw_wcB [More]

RE: Loan Document Processing

Thu, 2019-10-31 12:05
From : Communities>>Open Forum
Hi Waldo, You may want to check out DocMagic - they charge a flat fee per set ($60 I think) which is very inexpensive.  I don't think the system is perfect, but investing in an expensive system may he hard to justify.  For your volume, I think that product is probably the best move.  And if buy chance you need loan servicing software, our light product could work for you as well:  Loan Servicing Software | The Loan Office®     Cheers, ------------------------------ A.J. Poulin Applied Business Software [More]

RE: Quickbooks

Thu, 2019-10-31 10:49
From : Communities>>Open Forum
Our office uses QuickBooks Desktop currently and we are happy with it. However, you should know that Intuit is no longer going to make any improvements to the Desktop version. They have made a strategic decision as a company that cloud computing and application integration is the future so they are now focusing their energy on the on-line version for any and all updates and improvements that will come down the road. Also, those updated will be done in real time rather than having to pay for annual [More]

RE: Quickbooks

Thu, 2019-10-31 10:46
From : Communities>>Open Forum
We went to the cloud and love it. Sometimes bad weather keeps our accounting at home and can work there. Sent from my iPad

RE: Quickbooks

Thu, 2019-10-31 10:29
From : Communities>>Open Forum
Sydni I have some experience with both versions of Quickbooks. The convenience of the online version outweighs its slightly shorter list of features. Your CEO, Treasurer, etc. can be given capability to view or pull reports, but nothing else. We do not use it for loan management. Feel free to reach out to me if you have other questions. ------------------------------ Leila Faucette Chief Operating Officer LHOME CDFI Louisville KY 5025528091 ------------------------------

RE: Loan Document Processing

Thu, 2019-10-31 09:52
From : Communities>>Open Forum
We have an attorney that preps all of our base loan docs. For our SBA microloan docs, we let the attorney know of the conditions of the loan, i.e., term, interest rate, monthly payment. We then charge the buyer the cost of document prep. Typically these charges are less than $500. Because the attorney is making the changes to a pre-approved base set of loan docs, the charge is lower than if we were to prep the loan docs in house and send them to attorney for review. Mark P. Masterson Executive [More]

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