CDFI Connect Community Discussions

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Updated: 14 min 35 sec ago

RE: Salesforce CDFI User Group?

Thu, 2021-05-20 10:37
From : Communities>>Open Forum
Hello, I am the Salesforce Developer Group leader for Jacksonville, FL. and have been running this group for several years.  I'd like to offer assistance in getting an official salesforce sponsored CDFI user group setup. Many of the salesforce admin / developer & non-profit groups are regionally set up.  There probably is a local group in your area.  Check out https://trailblazercommunitygroups.com/ to find the one near you.  With that said, I can help in getting the CDFI group setup.  The group [More]

RE: SSBCI

Thu, 2021-05-20 10:18
From : Communities>>Open Forum
Hi James, I'd also be interested in your SSBCI concept paper. Best, Alison -- Alison Lingane Co-founder alison@project-equity.org 510-684-6665 Echoing Green Fellow Aspen Institute Job Quality Fellow Ashoka Fellow Employee Ownership can play a role in the dream of shared prosperity in America. We make the case in the Aspen Institute's Job Quality Agenda for the Biden-Harris administration Sign up here for our newsletter . Take a peek at California Solar's team of employee owners and discover [More]

RE: Salesforce CDFI User Group?

Thu, 2021-05-20 09:26
From : Communities>>Open Forum
Thank you all for the suggestion! We would love to explore the possibility of creating a member-only SalesForce Community on CDFI Connect to exchange best practices, consultants and more! If interested, please take a moment to fill out the following form. ------------------------------ Elizabeth Specht Member Engagement Associate Opportunity Finance Network Southwest DC (202) 618-6100 ------------------------------

RE: Salesforce CDFI User Group?

Wed, 2021-05-19 21:28
From : Communities>>Open Forum
I would also like to be a part of the group. ------------------------------ James Burnett Executive Director West Philadelphia Financial Services Institution Philadelphia PA 215-452-0100 ------------------------------

Executive Director for Pennsylvania CDFI Network

Wed, 2021-05-19 16:29
From : Communities>>Open Forum
Position Profile Executive Director Pennsylvania CDFI Network   The Opportunity   The Pennsylvania CDFI Network (PA CDFI Network), a membership organization of  17 Pennsylvania-based federally certified community development financial institutions, is seeking its first full-time Executive Director. The Network came about when the federal and state governments began to seek ways to support small businesses throughout the state that were heavily impacted by public health restrictions brought [More]

Files Attached Document
Executive Director for Pennsylvania CDFI Network

Advancing Communities Podcast: Private Investors Seeking Windfall Returns at Year 15 - Opa-locka CDC Wins Key Lawsuit in Florida

Wed, 2021-05-19 14:12
From : Communities>>Open Forum
In this episode of the  Advancing Communities Podcast , Cinnaire's Chief Strategy Officer Jim Peffley continues his three-part series examining a growing crisis in the affordable housing industry where private equity funds or other investors are seeking windfall returns at Year 15. By ignoring  Right of First Refusal  agreements and forcing owners to either make large payment plans to retain ownership or force a sale, these profit motivated investors are jeopardizing mission-focused organizations [More]

RE: SSBCI

Wed, 2021-05-19 13:56
From : Communities>>Open Forum
Tammie, Hi.  Can you send me your email?  james@fafnirlab.com  Thanks. james ------------------------------ James Yagley Founder and CEO Fafnir Detroit MI ------------------------------

RE: Salesforce CDFI User Group?

Wed, 2021-05-19 12:20
From : Communities>>Open Forum
We are also very interested in participating in a Salesforce CDFI user/administrator group . We recently adopted SalesForce and would like to learn how to better navigate and customize the powerful platform. ------------------------------ Brayan Nava Lending Manager Community Development Fund of Utah Salt Lake City UT 8015907330 ------------------------------

RE: SSBCI

Wed, 2021-05-19 11:02
From : Communities>>Open Forum
I'd be interested in seeing the concept paper, too.  Also, for those interested, I just wrote an article about SSBCI 2.0, which can be found on the St. Louis Fed's website. " The American Rescue Plan Resurrected a Key Small-Business Financing Program ."  The article has a CDFI angle and also refers to a policy brief and interactive tool the St. Louis Fed created which focused, among other things, on the role that CDFIs played during SSBCI 1.0. ------------------------------ Michael Eggleston Community [More]

RE: Salesforce CDFI User Group?

Wed, 2021-05-19 10:41
From : Communities>>Open Forum
Count me in! Beth O'Leary NeighborWorks Capital Get Outlook for iOS

RE: Salesforce CDFI User Group?

Wed, 2021-05-19 10:27
From : Communities>>Open Forum
I am also interested.  We are converting over this summer and fall... ------------------------------ Joe Sky-Tucker President and CEO Business Impact NW 206.324.4330 ------------------------------

RE: Salesforce CDFI User Group?

Wed, 2021-05-19 09:56
From : Communities>>Open Forum
Also interested! ------------------------------ Shannon O'Shea Director of Operations Thread Capital Raleigh NC 9192124946 ------------------------------

RE: Salesforce CDFI User Group?

Wed, 2021-05-19 09:51
From : Communities>>Open Forum
I am not aware of a group but would also be interested in joining. We are in the planning process of building out Salesforce to better support our lending operations. Katie Rodriguez (she/her/hers-pronouns) President, Housing Partnership Fund VP, Lending and Investment- HPN P: 617 259 1817 rodriguez@housingpartnership.net Social Mission. Private Enterprise. Connect with us on Twitter and LinkedIn

RE: Salesforce CDFI User Group?

Wed, 2021-05-19 09:51
From : Communities>>Open Forum
Yes - interested in the Salesforce CDFI user group. Virginia Mara ( she /her/hers) Director, Portfolio Management P: 617-259-1813 One Washington Mall, 12 th Floor Boston, MA 02108 mara@housingpartnership.net

RE: Salesforce CDFI User Group?

Wed, 2021-05-19 09:46
From : Communities>>Open Forum
I am interested in learning more as well. Thank you. Take care, Angie Angie Waddell Director of Impact Loan Administration Community Housing Capital (404) 835-6289 (Direct) (866) 477-4215 Ext. 112 (404) 373-5636 (Fax) awaddell@communityhousingcapital.org The information transmitted by this email is intended only for the person or entity to which it is addressed. This email may contain proprietary, business-confidential and/or privileged material. If you are not the intended recipient of this [More]

RE: Salesforce CDFI User Group?

Wed, 2021-05-19 09:45
From : Communities>>Open Forum
I am interesting in learning more as well. Thank you. Take care, Angie Angie Waddell Director of Impact Loan Administration Community Housing Capital (404) 835-6289 (Direct) (866) 477-4215 Ext. 112 (404) 373-5636 (Fax) awaddell@communityhousingcapital.org

RE: Salesforce CDFI User Group?

Wed, 2021-05-19 09:24
From : Communities>>Open Forum
Kelly, I would be interested.  I am new to Salesforce. ------------------------------ Sara Ball Director of Strategic Planning and Internal Systems Fahe ------------------------------

New Financial Education Resource for People with Disabilities and Family Members (plus others)

Wed, 2021-05-19 09:23
From : Communities>>Open Forum
We're excited to announce our new financial education website, Home - Study Money Study Money remove preview Home - Study Money This website is designed to help people with disabilities and their families and advocates learn about managing money. View this on Study Money > This website includes important information for people with disabilities and family members wherever they live -- however, there are some specific resources [More]

RE: Underwriting software

Tue, 2021-05-18 17:33
From : Communities>>Open Forum
"Out of the box" seasonal nature of lending is certainly included in the capabilities of The Exception Assistant - TEA software. Our original Canadian client base was populated by seasonal industries in Winter and Summer tourism, the Forestry and Fishing industries. Our US clients in season driven business find us a good fit. We have features to accommodate variations in business cycles to support lending and related pay when you got it schedules. As far as loan docs are concerned, we have the capability [More]

RE: Salesforce CDFI User Group?

Tue, 2021-05-18 15:36
From : Communities>>Open Forum
I am also very interested in a Salesforce CDFI user group.... Thanks Kelly ------------------------------ Brian Sample Asset Management Vice President Mercy Community Capital Denver CO (303) 830-3339 ------------------------------

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