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Updated: 24 min 25 sec ago

Red Flag Warnings and Bank Secrecy Act/Anti-Money Laundering Policy

Mon, 2019-07-15 14:14
From : Communities>>Open Forum
Dear Members: SNAP is a registered CDFI. Recently we were examined by the Department of Financial Institutions. Although we do not take deposits we were advised to create policy regarding Red Flag Warnings a and Bank Secrecy Act/Anti Money Laundering. Have any of you formulated a policy statement that addresses these 2 items. Thanks you in advance. Gary Anderson Lending Manager ( 509) 456-SNAP x4122 500 S. Stone | Spokane, WA snapwa.org

Sustainable Buildings and Homes

Mon, 2019-07-15 13:23
From : Communities>>Open Forum
For OFN members -  GreenMoney has launched its July/Aug issue on "Sustainable Buildings and Energy," a topic so impactful to the communities where we live and work, it merits a double issue.  This World Resources Institute quote from lead article writer Sam Adams of Vert Asset Mgmt., encapsulates the issue's content and theme on buildings and homes: "The environmental impact of the built environment can be minimized with energy efficient buildings, as well as with environmentally sound siting decisions, [More]

Files Attached Document
Sustainable Buildings and Homes

RE: If you can't relate to this......

Thu, 2019-07-11 15:04
From : Communities>>Open Forum
Clever, funny and sad....all at the same time.  Thanks for the laugh @Jason Friedman  :O)​ ------------------------------ Caprice Pratt Small Business Lending Outreach / Underwriter Spruce Root, Inc., Southeast Alaska ------------------------------

RE: minority owned CDFI consultant

Wed, 2019-07-10 15:08
From : Communities>>Open Forum
Hello.  Our CDFI is located in Puerto Rico and we have contracted Mr. Jose A. Tirado for the past 10 years.  He is Hispanic but he also speaks and writes in English. He is a certified  Planner and Economist.  All the work can be done online.   He worked with our CDFI Application as well as with our FA Applications, ​being successfully awarded.  His phone number is (787)382-1919 and his email is josean_tirado@yahoo.com.  Giovanna Piovanetti Executive President COFECC San Juan, Puerto Rico (787)756-5082 [More]

RE: minority owned CDFI consultant

Wed, 2019-07-10 11:13
From : Communities>>Open Forum
Hello. I interviewed Berdell Knowles Jr., President and CEO of the Knowles Companies, Inc. when we were looking for a consultant. I was very impressed with his company and with his professionalism. We elected to engage another firm that we had some previous history with.  While I cannot locate his contact information, he is on LinkedIn. Nicole Ridley ------------------------------ Nicole Ridley Chief Executive LCMS National Housing Support Corp ------------------------------

minority owned CDFI consultant

Tue, 2019-07-09 14:42
From : Communities>>Open Forum
We are seeking and would appreciate any connections to minority-owned CDFI application consultants. Thank you. ------------------------------ [Karen] [Klick] [Piedmont Housing Alliance] [Charlottesville] [VA] [434-817-0662] ------------------------------

Immigrant Entrepreneurship = Independence = American Greatness

Fri, 2019-07-05 14:50
From : Communities>>Open Forum
Let's give a shout out to our sisters and brothers whose doors are always open for immigrants seeking to create opportunities for their families and communities! ------------------------------ Jason Friedman Prresident & CEO Friedman Associates 319-341-3556 jasonj@friedmanassociates.net www.friedmanassociates.net ------------------------------

RE: If you can't relate to this......

Wed, 2019-07-03 12:51
From : Communities>>Open Forum
Thank you your post.  The article is spot on.  I laughed all the way through.  I will definitely share with others. ------------------------------ Linda Braunschweiger CEO Ventura County Housing Trust Fund ------------------------------

New Native CDFI Awards Program

Wed, 2019-07-03 12:43
From : Communities>>Open Forum
Hi Everyone,  Across the U.S., Native CDFIs help tribal communities overcome barriers to economic development opportunities and capital access. Led and run by tribal members, the nearly 70 Native CDFIs nationwide provide a broad range of financial services and products that build individual assets and community wealth in Indian country. In June 2019, OFN, First Nations Oweesta, and Wells Fargo proudly launched the Native CDFI Awards. A three-year program, the Awards honor and support Native CDFIs [More]

RE: If you can't relate to this......

Wed, 2019-07-03 10:15
From : Communities>>Open Forum
I needed that! Thanks for sharing Karen Maciorowski, Vice President and CFO CEDF is Connecticut's #1 SBA Microlender for the 6 th consecutive year. The Community Economic Development Fund 965 East Main Street, Meriden, CT 06450 Phone 203-235-2333 x 2080 Fax 203-235-2913 kmaciorowski@cedf.com www.cedf.com

If you can't relate to this......

Tue, 2019-07-02 17:35
From : Communities>>Open Forum
Finally! All you need to write a winning grant proposal found in " Answers on grant proposals if nonprofits were brutally honest with funders."   Please pass it around! Happy 4th! ------------------------------ Jason Friedman Principal Friedman Associates 319-341-3556 jasonj@friedmanassociates.net www.friedmanassociates.net ------------------------------

Webinar: Is Your Project Eligible for CMF Funding?

Tue, 2019-07-02 15:58
From : Communities>>Open Forum
Dear Colleagues - there is an additional opportunity for affordable housing CDFIs to learn if their projects are eligible for CDFI Fund Capital Magnet funding. Webinar: Is Your Project Eligible for CMF Funding? Tuesday, July 9th 1:00 pm EDT/12:00 pm CDT/10:00 am PDT Check it our here .  Good luck! ------------------------------ Jason Friedman Principal Friedman Associates 319-341-3556 jasonj@friedmanassociates.net www.friedmanassociates.net ------------------------------

IT Security options

Mon, 2019-07-01 17:13
From : Communities>>Open Forum
Does anyone have a particular vendor for IT system security and email security that may have discounts for CDFIs or know of any grants to help cover these costs?  The cost for some of these services are higher and we are looking for ways to subsidized these services.   ------------------------------ Joshua Brackett Chief Financial Officer Access to Capital for Entrepreneurs (ACE) Cleveland GA (678) 335-5600 x110 ------------------------------

Two openings: 1) Loan Officer and 2) Bookkeeper/Administrative Coordinator

Wed, 2019-06-26 15:59
From : Communities>>Open Forum
I am excited to announce that Cooperative Fund of New England (CFNE) is hiring for a new Loan and Outreach Officer to cover the western MA, CT, and eastern NY portion of our service area and a Bookkeeper/Administrative Coordinator based near Boston.  See the job description for further details ( https://www.cooperativefund.org/content/cfne-hiring ) We are committed to building a diverse and an inclusive organization. We do not discriminate on the basis of race, color, creed, religion, national [More]

Job Opportunity: Small Business Portfolio Management @ Wacif in Washington, D.C.

Wed, 2019-06-26 13:41
From : Communities>>Open Forum
TITLE: Portfolio Management Analyst POSITION OVERVIEW The Washington Area Community Investment Fund (Wacif) seeks to fill the full-time position of Portfolio Management Analyst, which will be responsible for loan closing, loan disbursements, loan monitoring and portfolio reporting operations. Responsibilities will include reviewing loan documents for accuracy and consistency with approved loan terms and facilitating loan closing and loan disbursements. The Portfolio Management Analyst will [More]

Files Attached Document
Job Opportunity: Small Business Portfolio Management @ Wacif in Washington, D.C. Attachments

Webinar: Is Your Project Eligible for CDFI Fund CMF Funding?

Wed, 2019-06-26 00:22
From : Communities>>Open Forum
Webinar Invitation Friday, June 28th or Tuesday, July 2nd 1:00 pm EDT/12:00 pm CDT/10:00 am PDT Register here .  Friedman Associates offers this educational webinar to help you self-assess your project's eligibility for a CDFI Capital Magnet Fund award. Through the Capital Magnet Fund, the CDFI Fund competitively awards funds to CDFIs and qualified non-profit housing organizations. Awards can be used to finance affordable housing activities, as well as related economic development activities and [More]

RE: CBD Business Lending Legality

Tue, 2019-06-25 13:20
From : Communities>>Open Forum
Thanks to all for your help! This in yesterday's news - thanks  @Ali Robinson for flagging it! CBD-infused food and beverages are still illegal under U.S. law. So why are they everywhere? "Experts say drafting and implementing regulations could take years." https://www.washingtonpost.com/business/2019/06/24/cbd-infused-food-beverages-are-still-illegal-under-us-law-so-why-are-they-everywhere/?noredirect=on&utm_term=.f0444aa83e3c ​ ------------------------------ Hannah Vargason Energy Project Manager [More]

CDFI Healthy Food Financing Initiative

Tue, 2019-06-25 12:40
From : Communities>>Open Forum
Dear All, Does anyone have information on when the 2019 CDFI Healthy Food Financing Initiative Application will be released and/or when it will be due? We anticipated receiving it immediately following the FA submission deadline, but haven't yet heard anything. Thanks, Dawn  ------------------------------ Dawn Seckler Bridgeway Capital Pittsburgh dseckler@bridgewaycapital.org (412) 201-2450 ------------------------------

Wisconsin Consumer Protection Act

Tue, 2019-06-25 10:11
From : Communities>>Open Forum
I am wondering if anyone does lending in Wisconsin with loans under $25,000 and how they work to ensure compliance with the Wisconsin Consumer Protection Act- banks and credit unions are exempt.  If anyone has a resource they could direct me to that would be great! ​ ------------------------------ Noah Hobbs Lending Director One Roof Housing Duluth MN 218-249-0364 ------------------------------

RE: CBA Application

Tue, 2019-06-25 09:56
From : Communities>>Open Forum
We're so excited to be able to support LDC's work! Sarah Chenven Chief Operating and Strategy Officer Credit Builders Alliance Pronouns: she/her/hers Office: (202) 888-7585 sarah@creditbuildersalliance.org If you would like to schedule a call with me, please do so here . This transmission is confidential and/or proprietary to Credit Builders Alliance. It is intended only for the use of the addressee and may contain information that is privileged, confidential and prohibited from [More]

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