Growing Microfinance to Scale Webinar Series
Visit the CDFI Fund's Virtual Resource Bank for key resources related to scaling microfinance in the United States.
Below is an archive of Growing Microfinance to Scale webinars, supported by Capital One, Investing for Good. Enjoy the video and download materials for each webinar.
Lending Life Cycle Part I: Customer Acquisition to Loan Closing
June 12, 2014
Ginger McNally and Pam Porter, Opportunity Finance Network
Want to improve your CDFI’s lending processes? Feel uncertain about how to identify potential borrowers, underwrite and close loans efficiently, or manage risk in your portfolio? Please join us for a two-part webinar to learn best practices for improving performance across your organization’s lending life cycle. The webinars will highlight key aspects of the lending process, from loan sourcing to loan approval to working with borrowers in collections.
Materials:
Underwriting to Scale Microfinance
April 16, 2014
Joyce Klein and Leslie Hoffman, FIELD at the Aspen Institute.
A robust risk management approach is essential for organizations that want to sustain growth. So what does that look like and what are some of the potential pitfalls? This webinar will offer insights for organizations that want to build an underwriting approach on a firm risk management foundation that takes into account issues of scale, efficiency, technology and team. The presenters will offer key learnings about how to balance growth and risk within your micro enterprise lending program.
Materials:
Customer Acquisition: Reaching and Retaining Your Customers
March 27, 2014
Ginger McNally, Opportunity Finance Network, Maria Semple, The Prospect Finder LLC, and Dan Samartino, Entrepreneur Works.
New market challenges, increased competition, demand for diversified products, more selective customers … today’s reality makes it more imperative than ever to reach and retain the customers your organization needs to grow. Learn how to identify and reach your most important customers using marketing tactics that work. Tune in for a demonstration of how LinkedIn can be leveraged for customer acquisition.
Materials:
The Path to Loan Repayment
February 20, 2014
Joyce Klein and Leslie Hoffman, FIELD at The Aspen Institute
Strong microloan portfolios don't just happen, they are built over time with care, attention and a strong culture of loan repayment. This webinar will explore the psychology of collections from a mission-focused perspective that helps practitioners build portfolio management approaches using techniques that go to the heart of strong, effective community development finance. This webinar will be valuable to practitioners with any role in a microenterprise loan fund - including executive directors, customer service staff, loan officers, underwriters and collectors.