CDFI Connect Community Discussions
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RE: Management Training Program
From : Communities>>Open Forum
Many states have free access to Lynda.com/LinkedIn Learning through their library systems. The training is not specific to our industry, however, it is professionally done by subject matter experts. You will find training on a vast range of topics such as workplace harassment, excel, cash flow for small business, grant writing, holding efficient meetings, lending ratio formulas, etc. If your state has free access it will be on your local libraries website on the Research page. Hope this is helpful. [More]
Many states have free access to Lynda.com/LinkedIn Learning through their library systems. The training is not specific to our industry, however, it is professionally done by subject matter experts. You will find training on a vast range of topics such as workplace harassment, excel, cash flow for small business, grant writing, holding efficient meetings, lending ratio formulas, etc. If your state has free access it will be on your local libraries website on the Research page. Hope this is helpful. [More]
RE: Responsible Business Lending @ CBA next week
From : Communities>>Open Forum
Heidi - I'd be interested in seeing a copy of the Powerpoint as well. Can you please forward a copy? Thanks! Elizabeth (Liz) Williams Vice President, Lending UCEDC, a nonprofit economic development corporation 75 Chestnut Street Cranford, NJ 07016-9237 (908)527-1166, ext 18 (908)527-1207(fax) www.ucedc.com
Heidi - I'd be interested in seeing a copy of the Powerpoint as well. Can you please forward a copy? Thanks! Elizabeth (Liz) Williams Vice President, Lending UCEDC, a nonprofit economic development corporation 75 Chestnut Street Cranford, NJ 07016-9237 (908)527-1166, ext 18 (908)527-1207(fax) www.ucedc.com
RE: Responsible Business Lending @ CBA next week
From : Communities>>Open Forum
Hi Caprice, Yes, we will send you the powerpoint, as it wasn't recorded. And please check out http://www.borrowersbillofrights.org/ The cliffnotes version - Rise of predatory lending practices for small business and they aren't covered by any truth-in-lending policies California passed SB 1235 which is a truth in lending disclosures bill Other states are working in it and if you want to get involved contact the Responsible Business Lending Coaltion (you can connect with them from the above website) [More]
Hi Caprice, Yes, we will send you the powerpoint, as it wasn't recorded. And please check out http://www.borrowersbillofrights.org/ The cliffnotes version - Rise of predatory lending practices for small business and they aren't covered by any truth-in-lending policies California passed SB 1235 which is a truth in lending disclosures bill Other states are working in it and if you want to get involved contact the Responsible Business Lending Coaltion (you can connect with them from the above website) [More]
RE: Responsible Business Lending @ CBA next week
From : Communities>>Open Forum
Hi @Heidi Pickman ! For those of us who are interested but were not be able to attend, was the presentation recorded and/or are materials digitally accessible? (The link is no longer active.) Thanks in advance and hope you had great turnout! ------------------------------ Caprice Pratt Small Business Lending Outreach / Underwriter Spruce Root, Inc., Southeast Alaska ------------------------------ ------------------------------------------- Original Message: Sent: 06-07-2019 14:07 From: Heidi Pickman [More]
Hi @Heidi Pickman ! For those of us who are interested but were not be able to attend, was the presentation recorded and/or are materials digitally accessible? (The link is no longer active.) Thanks in advance and hope you had great turnout! ------------------------------ Caprice Pratt Small Business Lending Outreach / Underwriter Spruce Root, Inc., Southeast Alaska ------------------------------ ------------------------------------------- Original Message: Sent: 06-07-2019 14:07 From: Heidi Pickman [More]
Management Training Program
From : Communities>>Open Forum
Hello: We are looking for recommendations around management training programs (for brand new managers and managers w/o formal management experience). Any recommendations related to training programs, consultants, training providers or other resources would be greatly appreciated. Looking for options that touch on the basics of management: providing feedback, performance evaluation, delegation, managing a team, etc. Thanks! ------------------------------ Jason Zalewski Invest Detroit Detroit MI (313) [More]
Hello: We are looking for recommendations around management training programs (for brand new managers and managers w/o formal management experience). Any recommendations related to training programs, consultants, training providers or other resources would be greatly appreciated. Looking for options that touch on the basics of management: providing feedback, performance evaluation, delegation, managing a team, etc. Thanks! ------------------------------ Jason Zalewski Invest Detroit Detroit MI (313) [More]
RE: Gauging Interest for Research Collaborative
From : Communities>>Open Forum
Thanks to everyone who responded. We got almost 50 responses - far surpassing our expectations. We're putting together a proposal for the OFN conference in October to do a research panel, and hope to announce an outline to move forward with a research collaboration - since it certainly seems we have enough interest! ------------------------------ Jamie McCall Vice President, Policy and Research Carolina Small Business Development Fund Raleigh NC (919) 803-1437 ------------------------------
Thanks to everyone who responded. We got almost 50 responses - far surpassing our expectations. We're putting together a proposal for the OFN conference in October to do a research panel, and hope to announce an outline to move forward with a research collaboration - since it certainly seems we have enough interest! ------------------------------ Jamie McCall Vice President, Policy and Research Carolina Small Business Development Fund Raleigh NC (919) 803-1437 ------------------------------
RE: Reopened: 2019 Federal Reserve Survey of CDFIs
From : Communities>>Open Forum
You can use this PDF download of the survey to share within your organization before taking and submitting your response. Please keep in mind that you may not be asked all of the listed questions in this PDF, depending on earlier answers. If you have any questions please contact me. ------------------------------ Surekha Carpenter Surekha.Carpenter@rich.frb.org (804) 663-6013 Federal Reserve Bank of Richmond ------------------------------
Files Attached Document
RE: Reopened: 2019 Federal Reserve Survey of CDFIs
You can use this PDF download of the survey to share within your organization before taking and submitting your response. Please keep in mind that you may not be asked all of the listed questions in this PDF, depending on earlier answers. If you have any questions please contact me. ------------------------------ Surekha Carpenter Surekha.Carpenter@rich.frb.org (804) 663-6013 Federal Reserve Bank of Richmond ------------------------------
Files Attached Document
RE: Reopened: 2019 Federal Reserve Survey of CDFIs
RE: Challenges in Collecting loan covenants from small business clients
From : Communities>>Open Forum
Hello network, I will be following this thread as I am also interested in learning what others are doing not only on how to collect the information, but also the types of questions asked to measure impact specifically related to technical assistance. Thanks, ------------------------------ Karen Malaga Access to Capital for Entrepreneurs (ACE) Cleveland GA 678-335-5600 ------------------------------
Hello network, I will be following this thread as I am also interested in learning what others are doing not only on how to collect the information, but also the types of questions asked to measure impact specifically related to technical assistance. Thanks, ------------------------------ Karen Malaga Access to Capital for Entrepreneurs (ACE) Cleveland GA 678-335-5600 ------------------------------
Reopened: 2019 Federal Reserve Survey of CDFIs
From : Communities>>Open Forum
Join community development financial institutions (CDFIs) across the nation in taking the Federal Reserve's 2019 CDFI Survey. The 2019 Federal Reserve Survey of CDFIs is being reopened! The survey is being extended to accommodate CDFIs that are applying for grants or programs that have deadlines in early June. The survey will now close at 11:59 pm, June 20th . Click the link to begin: 2019 Federal Reserve Survey of CDFIs Survey responses will be used to better understand the reach and [More]
Join community development financial institutions (CDFIs) across the nation in taking the Federal Reserve's 2019 CDFI Survey. The 2019 Federal Reserve Survey of CDFIs is being reopened! The survey is being extended to accommodate CDFIs that are applying for grants or programs that have deadlines in early June. The survey will now close at 11:59 pm, June 20th . Click the link to begin: 2019 Federal Reserve Survey of CDFIs Survey responses will be used to better understand the reach and [More]
FYI - CSB Loan advance
From : Communities>>Open Forum
Please see attached. There is a payment on page 2 with questions, when you find it get back to me with answers. Thanks, Angela Milton.
Files Attached Document
FYI - CSB Loan advance Attachments
Please see attached. There is a payment on page 2 with questions, when you find it get back to me with answers. Thanks, Angela Milton.
Files Attached Document
FYI - CSB Loan advance Attachments
RE: Rumor has it: Is there a New England User Group?
From : Communities>>Open Forum
UPDATE: Hi, everyone. My original question was to Donna Fabiani-OFN; she said to post it here. I told her that I would because I was extremely interested in attending a New England User Group meeting, via internet or in person, that if there wasn't a NE User Group yet , I would be very happy to participate, but NOT lead. I do not feel like I know enough about OFN,CDFI's, etc. to lead. We have had seven people express interest in this, as well as another person that volunteered to work on social [More]
UPDATE: Hi, everyone. My original question was to Donna Fabiani-OFN; she said to post it here. I told her that I would because I was extremely interested in attending a New England User Group meeting, via internet or in person, that if there wasn't a NE User Group yet , I would be very happy to participate, but NOT lead. I do not feel like I know enough about OFN,CDFI's, etc. to lead. We have had seven people express interest in this, as well as another person that volunteered to work on social [More]
Tip Tuesday: Videos + User Guide
From : Communities>>Open Forum
Getting started on the community can be a bit intimidating or confusing. We want to make sure the experience is exciting, full of opportunities, and also easy to navigate. That's why we have created brand new how-to videos and a user guide to help you get started! Navigate to the Help tab to access interactive videos that demonstrate how to update your profile, logging in for the first time, updating your digests, starting a thread, and more. Don't have the time to listen to videos? Not a problem! [More]
Getting started on the community can be a bit intimidating or confusing. We want to make sure the experience is exciting, full of opportunities, and also easy to navigate. That's why we have created brand new how-to videos and a user guide to help you get started! Navigate to the Help tab to access interactive videos that demonstrate how to update your profile, logging in for the first time, updating your digests, starting a thread, and more. Don't have the time to listen to videos? Not a problem! [More]
Board of Directors Meeting Minute Recording
From : Communities>>Open Forum
Good morning: There was some discussion around minute taking at Board/Committee meetings in regards to decisions and motions made during those meetings. Some choose to only record the decisions while others record the decisions and include a brief summary of the conversation that led up to those motions or decisions. I was curious and wanted to ask what other CDFIs do. Any feedback is appreciated. Thank you. ------------------------------ Jennie L. Sapsara Director of Operations Bridgeway Capital, [More]
Good morning: There was some discussion around minute taking at Board/Committee meetings in regards to decisions and motions made during those meetings. Some choose to only record the decisions while others record the decisions and include a brief summary of the conversation that led up to those motions or decisions. I was curious and wanted to ask what other CDFIs do. Any feedback is appreciated. Thank you. ------------------------------ Jennie L. Sapsara Director of Operations Bridgeway Capital, [More]
SLOCHTF is recruiting a new Executive Director
From : Communities>>Open Forum
The San Luis Obispo County Housing Trust Fund (HTF) is looking for a seasoned housing finance professional to lead and manage our small organization. The HTF was incorporated in 2003 to address local housing needs. We became a certified CDFI in 2007. Our website is www.slochtf.org . The HTF serves a single county that is located on California's coast mid-way between Los Angeles and San Francisco. San Luis Obispo County is a beautiful area with persistent housing supply and affordability problems. [More]
The San Luis Obispo County Housing Trust Fund (HTF) is looking for a seasoned housing finance professional to lead and manage our small organization. The HTF was incorporated in 2003 to address local housing needs. We became a certified CDFI in 2007. Our website is www.slochtf.org . The HTF serves a single county that is located on California's coast mid-way between Los Angeles and San Francisco. San Luis Obispo County is a beautiful area with persistent housing supply and affordability problems. [More]
RE: Challenges in Collecting loan covenants from small business clients
From : Communities>>Open Forum
Good Afternoon, I just was reviewing this blog and would be very interested in participating in any conversation by many. I am also interested in knowing what Karen shared with others. Can I reach out to you Karen? ------------------------------ Cydney Dodge New Hampshire Community Loan Fund Concord NH (603) 224-6669 ------------------------------
Good Afternoon, I just was reviewing this blog and would be very interested in participating in any conversation by many. I am also interested in knowing what Karen shared with others. Can I reach out to you Karen? ------------------------------ Cydney Dodge New Hampshire Community Loan Fund Concord NH (603) 224-6669 ------------------------------
RE: Loan Service Software Recommendations
From : Communities>>Open Forum
Hi Brian, We are looking at Nortridge currently moving from another System. I would like to speak with you if you have some time on Nortridge and also curious about the Benedict Group. (Email hkrishnan@njclf.com). Thanks Hari ------------------------------ Hari Krishnan New Jersey Community Capital New Brunswick NJ (732) 640-2061 ------------------------------
Hi Brian, We are looking at Nortridge currently moving from another System. I would like to speak with you if you have some time on Nortridge and also curious about the Benedict Group. (Email hkrishnan@njclf.com). Thanks Hari ------------------------------ Hari Krishnan New Jersey Community Capital New Brunswick NJ (732) 640-2061 ------------------------------
RE: Challenges in Collecting loan covenants from small business clients
From : Communities>>Open Forum
Is there anything scheduled? Seems like there is enough interest. Sent from Mail for Windows 10
Is there anything scheduled? Seems like there is enough interest. Sent from Mail for Windows 10
RE: Gauging Interest for Research Collaborative
From : Communities>>Open Forum
Hey everyone! Last call to take the survey - we've already had a lot of responses which we greatly appreciate! We'll be closing it on Monday! ------------------------------ Jamie McCall Vice President, Policy and Research Carolina Small Business Development Fund Raleigh NC (919) 803-1437 ------------------------------
Hey everyone! Last call to take the survey - we've already had a lot of responses which we greatly appreciate! We'll be closing it on Monday! ------------------------------ Jamie McCall Vice President, Policy and Research Carolina Small Business Development Fund Raleigh NC (919) 803-1437 ------------------------------
Responsible Business Lending @ CBA next week
From : Communities>>Open Forum
Joyce Klein (Apsen Institute's FIELD), Kim Wilson (Responsible Business Lending Coalition) and I will be speaking at the Credit Builders Alliance Symposium on Thursday, June 13 at 1:45pm. https://www.creditbuildersalliance.org/whats-new/events/2019_credit_building_symposium Join us to hear the latest on responsible small business lending. Exciting things are happening. -- Heidi Pickman Vice President, Programs and Policy CAMEO 1 Hallidie Plaza , Suite 715 San Francisco, CA 94102 ph 415.992.4483 [More]
Joyce Klein (Apsen Institute's FIELD), Kim Wilson (Responsible Business Lending Coalition) and I will be speaking at the Credit Builders Alliance Symposium on Thursday, June 13 at 1:45pm. https://www.creditbuildersalliance.org/whats-new/events/2019_credit_building_symposium Join us to hear the latest on responsible small business lending. Exciting things are happening. -- Heidi Pickman Vice President, Programs and Policy CAMEO 1 Hallidie Plaza , Suite 715 San Francisco, CA 94102 ph 415.992.4483 [More]
RE: Challenges in Collecting loan covenants from small business clients
From : Communities>>Open Forum
Our organization would be very interested in attending a webinar on the topic. ------------------------------ Eric Foley Loan Officer Micro Enterprise Services of Oregon Portland OR 503.841.3351 ------------------------------
Our organization would be very interested in attending a webinar on the topic. ------------------------------ Eric Foley Loan Officer Micro Enterprise Services of Oregon Portland OR 503.841.3351 ------------------------------