CDFI Connect Community Discussions

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Updated: 35 min 19 sec ago

RE: Receipt of RRP Funds

Tue, 2021-08-17 15:46
From : Communities>>Open Forum
FYI, we got notice our Assistance Agreement had been countersigned last week (8/11/21) and received the funds in our bank account today (8/17/21.) I'm really impressed with the volume of work the CDFI Fund staff is managing right now. ------------------------------ Kate Barr President Propel Nonprofits Minneapolis MN 612.249-6696 ------------------------------

RE: Technical Assistance and Training Coordination Job Description

Tue, 2021-08-17 09:35
From : Communities>>Open Forum
Bethany: Is the Southeast Region being considered? The Atlanta Metropolitan Area (as a start) could  and would benefit! Let's chat! Anthony Mitchell 404-285-0286 atm@gscommunityventures.com https://gscommunityventures.com ------------------------------ Anthony Mitchell Founder/CEO Georgia Sustainable Community Ventures Atlanta GA 4042850286 ------------------------------

Technical Assistance and Training Coordination Job Description

Mon, 2021-08-16 15:23
From : Communities>>Open Forum
Hello All: My regional organization is looking to create a senior management position that will oversee technical assistance and training delivery across a 5-state footprint, including quality control, implementing innovations in service delivery, and outcomes measurement and management. Anyone have a similar job description they'd be willing to share as we think about structuring this position?  We would be focused on TA to small businesses, but similar positions relating to housing development [More]

RE: Financial Empowerment for People with Disabilities

Mon, 2021-08-16 13:24
From : Communities>>Open Forum
There's still time to register for this event on Thursday, August 19th at 1pm ET. The National Disability Finance Coalition (NDFC) invites you to a special peer learning event focused on financial education for people with disabilities. Susan Tachau, NDFC Board Vice Chair and CEO of Pennsylvania Assistive Technology Foundation, will discuss StudyMoney.us, a website that promotes financial empowerment for people with disabilities. The event will be held via Zoom on August 19th, 2021 from 1:00 pm-2:00 [More]

INVITATION Learn about myfinalytics: financial management tools for small businesses

Wed, 2021-08-11 10:46
From : Communities>>Open Forum
Members of the CDFI Connect Community are invited to learn about myfinalytics, our online platform providing best-in-class financial management tools for small business owners.  Myfinalytics is a valuable resource to enhance your small business technical assistance.  Use myfinalytics to help your clients understand their financial situation and make the right decisions. This webinar will introduce myfinalytics, how it works, and how you can incorporate it into your technical assistance program.  [More]

RE: Salesforce CDFI User Group?

Wed, 2021-08-11 09:44
From : Communities>>Open Forum
OPTIONS DROPDOWN Hi Kelly, Thanks for continuing to promote collaboration among CDFIs re: Salesforce. Back in May, Elizabeth Specht from OFN posted that they were exploring the possibility of creating a member-only Salesforce community user group. I'm definitely interested in participating.  ------------------------------ Maryann Sorese Communications & Compliance Officer Leviticus Fund Tarrytown NY 914.909.4381 ------------------------------

RE: Software for processing CDFI loan documents

Tue, 2021-08-10 13:17
From : Communities>>Open Forum
We have been VERY happy with Downhome and a colleague just shared that they are launching a loan documentation module soon!  Pretty exciting. Another plug for Downhome? Their pricing is completely transparent (see Downhome Loan Manager Pricing ) and their customer service has been great! ------------------------------ Caprice Pratt Small Business Lending Outreach / Underwriter Spruce Root, Inc., Southeast Alaska ------------------------------

Last call: Please complete our CDFI Survey

Tue, 2021-08-10 10:24
From : Communities>>Open Forum
Hi all: FUND Community Institute is conducting a research project on community development strategies. We welcome all CDFIs to participate in our survey at the link below. Please feel free to reach out with any questions and thanks in advance for your participation. https://www.surveymonkey.com/r/YBJXMZG Ruth Barber FUND Community Institute ruthbarber@fundci.org

RE: Salesforce CDFI User Group?

Tue, 2021-08-10 10:10
From : Communities>>Open Forum
Good afternoon Melissa, Thank you for your interest in the SalesForce Community! We are currently collecting content and resources for our members and will launch in the fall! If your organization would like to provide any resources please feel free to email especht@ofn.org! ------------------------------ Elizabeth Specht Membership Engagement Associate Opportunity Finance Network Southwest DC (202) 618-6100 ------------------------------

RE: Salesforce CDFI User Group?

Tue, 2021-08-10 10:04
From : Communities>>Open Forum
Hello, I am wondering if someone can share the CDFI Connect Salesforce Community group information. I would be very interested in joining. Thank you! ------------------------------ Melissa Badeker Loan and Marketing Associate Baltimore Community Lending Baltimore MD 410.319.0732 ------------------------------

RE: Member Monday

Mon, 2021-08-09 12:34
From : Communities>>Open Forum
In this week's Member Monday, we will take a look at Rainier Valley Community Development Fund. Located in Seattle, Washington, RVCDF is a self-sustaining, community-controlled financial institution that preserves and strengthens cultural diversity, long-term livability, and economic opportunity for Rainier Valley residents, businesses, and institutions. RVCDF has invested over $30 million into affordable housing projects, $11 million to community facilities and $11 million to small businesses. [More]

RE: Sign on to support the proposed Community Revitalization Fund by 8/6

Mon, 2021-08-09 11:57
From : Communities>>Open Forum
DEADLINE EXTENDED! Sign on by Friday, August 13 to support the Community Revitalization Fund! https://liif.salsalabs.org/crfsignon/index.html ------------------------------ Olivia Barrow Policy Manager Low Income Investment Fund Washington DC ------------------------------

How is COVID-19 impacting your community? The Federal Reserve wants to hear from you!

Mon, 2021-08-09 11:01
From : Communities>>Open Forum
In 2020, the Federal Reserve System conducted four rounds of surveys to better understand the range of challenges facing under-resourced and low-income communities as an effect of the COVID-19 pandemic. The findings are available in Perspectives from Main Street: The Impact of COVID-19 on Low- to Moderate-Income Communities and the Entities Serving Them, which helps us understand how this crisis is impacting organizations, like yours, supporting community needs.   In 2021, the Federal Reserve [More]

RE: Software for processing CDFI loan documents

Mon, 2021-08-09 09:34
From : Communities>>Open Forum
Hey Shane, We've been at the loan origination game for over 10 years now.  Proven solution, started in CDFI land and expanded out to other market segments.  We have a strong specialty in SBA lending and just came off a pretty massive run through PPP with several of our CDFI clients.  We have solutions for both large and small CDFIs.  We're a great team building a great product.   Check out more specifics at https://lendwithspark.com and contact JD Crouch (jd.crouch@lendwithspark.com) to set up [More]

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RE: Software for processing CDFI loan documents

RE: Software for processing CDFI loan documents

Fri, 2021-08-06 13:09
From : Communities>>Open Forum
Thanks @Ben France for these leads!  We have been Finastra customers for a while.  They provide solid documentation, but we are looking for a more well-rounded package....Hawthorn is intriguing. ​ ------------------------------ Caprice Pratt Small Business Lending Outreach / Underwriter Spruce Root, Inc., Southeast Alaska ------------------------------

RE: Software for processing CDFI loan documents

Fri, 2021-08-06 09:48
From : Communities>>Open Forum
Hi Shane, If you're looking for more than loan document generation, like loan servicing and reporting, take a look at Downhome Loan Manger from www.downhomesolutions.com.  They offer a cloud platform. ------------------------------ Ibin Napolis Advocate/Consultant Higher Logics Community Contacts (CDFI CONNECT - DO NOT DELETE) Corvallis OR 503 208-6720‬ ------------------------------

Register for Connect+ Forum: CDFI Growth- September 9th

Thu, 2021-08-05 15:16
From : Communities>>Open Forum
New investors and traditional CDFI funders alike have recognized CDFIs as "financial first responders" and poured unprecedented levels of capital into the industry. The spotlight on CDFIs has never been brighter. While there will never be a true one-size-fits-all model for CDFIs, there are successful models of growth that can be shared, replicated, and built upon to allow organizations to go farther, faster.  This event, to be held September 9 from 1:00-5:30 pm ET, is designed primarily for CDFI [More]

RE: Start-up CDFI financial model?

Thu, 2021-08-05 13:16
From : Communities>>Open Forum
Hi Paul -  I think we all can agree that during a period of uncertainty and opportunity, CDFIs need to accurately predict what financial performance and impact looks like in five years. How much debt and equity capital will you need to raise, and when? At what points will you invest in the human resources, capital and technology needed to achieve your deployment goals?  In partnership with Bumpercrops Consulting, our Financial Growth Model provides CDFIs with the 'missing link' in business planning [More]

Peer Sharing and Learning: Please Fill Out Our CDFI Investment Notes Survey

Thu, 2021-08-05 13:04
From : Communities>>Open Forum
In 2019, Coastal Enterprises, Inc. (CEI) conducted a survey to better understand how CDFIs and other entities administer, market and manage investment note products. The survey results informed our own work and supported an industry conversation about community investment products at that year's OFN conference. We're reaching out to you again to expand our data set and knowledge even further. Survey results will be shared with respondents and the industry overall. Please fill out our survey: Community [More]

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