CDFI Connect Community Discussions

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Updated: 25 min 42 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 ------------------------------

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

Thu, 2021-05-27 13:44
From : Communities>>Open Forum
I would contact Karla Boldery of Latina Entrepreneur Academy. They are developing a digitally based program based off of their in person programming which may be a good fit for your organization. Karla Boldery's email: karlaboldery@gmail.com ------------------------------ Joseph Klare Vice President The Catalytic Fund Covington KY 859.757.0519 ------------------------------

RE: Underwriting software

Thu, 2021-05-27 10:50
From : Communities>>Open Forum
If you are looking for an off-the-shelf form loan documentation, you might be able to license it from Neighborhood Development Center based out of St. Paul, Minnesota.   http://www.ndc-mn.org/   I believe they are one of the best performing and highly respected CDFI's out there.  One of our customers used their forms as their base, and modified it accordingly to fit their needs and we automated it.  I'm not sure how much they paid for the license, but might not be a bad idea to look into it.    It [More]

CDFI Research Featured in SF Publication

Wed, 2021-05-26 17:12
From : Communities>>Open Forum
The San Francisco Fed just released the latest issue of their Community Development Innovation Review . The issue features research on the CDFI field, which was presented at last year's virtual CDFI Symposium. The symposium was hosted by the St. Louis Fed in partnership with the Atlanta, Minneapolis, Richmond and SF Feds, the Board of Governors of the Federal Reserve, and the CDFI Fund. I invite you to check out this timely and relevant research.  On a related note, the CDFI Fund just released 2018 [More]

Webinar for CDFIs: Going Carbon Neutral

Wed, 2021-05-26 14:47
From : Communities>>Open Forum
Dear CDFI Colleagues, CPC is looking forward to hosting a webinar on the process of going carbon neutral on Wednesday, June 16. Our Sustainability Team will share about our recent internal work, from organizing a Carbon Neutral Working Group to implementing a compost program (pre-covid) to digitizing office processes (which all of us have mastered during this era of virtual work!) We will also have guest speakers from EcoACT and SustainCERT who will go in-depth and answer questions about what it [More]

Files Attached Document
Webinar for CDFIs: Going Carbon Neutral

TA - Looking to buy an Entrepreneurial Training Curriculum in Spanish

Wed, 2021-05-26 13:14
From : Communities>>Open Forum
Hello All,   My name is Julieta McPherson. I work for Community Capital New York, a CDFI based in Westchester County. We are looking to buy an entrepreneurial training curriculum in Spanish to better serve the Hispanic community in the region. Before the pandemic, we were using Core Four and Next Level, but we would like to get an electronic curriculum so that we can teach online courses and provide access to training for entrepreneurs in rural areas.     Thank you very much,   Julieta [More]

RE: MOU / Contract template between parent entity and CDFI subsidiary

Wed, 2021-05-26 11:06
From : Communities>>Open Forum
Impact Loan fund in Philadelphia has a similar parent relationship though both the CDFI and parent are non-profits. Happy to communicate our experience if you want to contact me privately. ------------------------------ Paul Marcus Director Impact Loan Fund Philadelphia, PA 267-209-0450 pmarcus@impactservices.org ------------------------------

RE: Workday Adaptive Planning (Adaptive Insights) Enterprise software

Wed, 2021-05-26 09:20
From : Communities>>Open Forum
Mike, Nonprofit Finance Fund has been using Adaptive for a few years for budgeting and forecasting. My colleague is working to improve how we use it--going through the trainings and employing best practices for these functions. I would love to connect her with you or your colleagues. ------------------------------ Beth Doreian Associate Director, Financial Planning & Analysis Nonprofit Finance Fund Philadelphia PA 2155469426 ------------------------------

RE: Workday Adaptive Planning (Adaptive Insights) Enterprise software

Wed, 2021-05-26 09:16
From : Communities>>Open Forum
Brian, Nonprofit Finance Fund has been using Adaptive for a few years for budgeting and forecasting--not for Asset Management. My colleague is working to improve how we use it--going through the trainings and employing best practices for these functions. I would love to connect her with you or your colleagues who are using it for budgeting and forecasting. ------------------------------ Beth Doreian Associate Director, Financial Planning & Analysis Nonprofit Finance Fund Philadelphia PA 2155469426 [More]

RE: Impact of COVID on Affordable Housing?

Wed, 2021-05-26 09:12
From : Communities>>Open Forum
Dear John, This may not be precisely the data you're looking for, but The Racial Justice in Housing Finance series, pub May 2021, is quite current in its analysis and recommendations. https://prrac.org/pdf/racial-justice-in-housing-finance-series-2021.pdf Best, Dawn ------------------------------ Dawn Seckler Director of Development Bridgeway Capital Pittsburgh PA (412) 201-2450 ------------------------------

RE: Arizona expansion

Wed, 2021-05-26 09:12
From : Communities>>Open Forum
Hi Lonnie, PRESTAMOS CDFI is in Arizona and would love to connect with you. ------------------------------ Amber Cordoba Director of Business Education and Consulting Services PRESTAMOS CDFI Amber.cordoba@cplc.org ------------------------------

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