CDFI Small Business Growth Collaborative
Overview
From 2011 through 2013, OFN and Goldman Sachs 10,000 Small Businesses partnered to help CDFIs strengthen their small business financing in underserved communities. The CDFI Small Business Growth Collaborative offered practical peer learning opportunities and widely disseminated knowledge and resources to help build the field of CDFI small business lenders.
Resources
- Risk Rating Systems, Donna Nails and Roni Monteith, October 2011
- Assessment Tool, Shawn Wellnitz, Entrepreneur Fund, December 2011
- Marketing Web Sites for Small Businesses, Amanda Blondeau, Northern Initiatives, September 2012
- Growth Collaborative Consulting Services, Pam Porter, OFN, November 2012
- Staff Productivity and Retention, Sara Jo Light, The Light Group, November 2012
- Royalty Financing, John Hamilton, NHCLF, January 2013
- TA Memo on Impact, Jenifer Mudd, April 2013
- Breakout Discussions by Size
- How Do Banks Underwrite CDFIs? (Cristina Shapiro and Andi Phillips, Goldman Sachs)
- Breakout Discussions by Topic: Pricing, Software, Marketing, Risk Ratings
- Loan Restructuring and Modifications (Raymond Lanza-Weil, CARS™, Gary Johnson, Community First Fund, and Sarah Fitzgerald, Montana CDC)
- Discussion with Goldman Sachs Bank President Esta Stecher
- Portfolio Management Workshop for Small Business and Microenterprise Lenders
- CDFI Business Technical Assistance V 2.0
- CDFIs and SBA 7(a) Lending: A Practical Guide
- Recruiting & Hiring for Small Business CDFIs
- Effectively Combing Small Business Education and Access to Capital
- SBA’s Community Advantage Pilot Program Opportunity
- Pricing Your Small Business Loans (sample loan pricing documents from four CDFIs)
- Small Business Lending 101
- Measuring the Outcomes of Your Technical Assistance and Training Services
- Portfolio Management (PowerPoint, sample risk rating matrices, sample portfolio quality reports)
- Breakout Discussions by Size of CDFI
- Ways to Increase Self-sufficiency and Reduce Reliance on Operating Grants (Adina Abramowitz, Consulting for Change; James Bason, Seedco Financial Services; Ceyl Prinster, Colorado Enterprise Fund; and Jim Thomas, Community Capital Development)
- Breakout Discussions by Topic (Impact Tracking, Raising Flexible Capital, Risk-based Pricing Models for Loans, Raising Grants for Operations and Strategic Investments, Staff Structure in Lending Department)
- Increasing Deployment through Market Analysis (Adina Abramowitz, Consulting for Change and Clint Gwin, Pathway Lending)
- The Implications of Economic and Market Trends for Smaller Businesses: A Discussion (Abby Joseph Cohen, Senior Investment Strategist and President, Global Markets Institute at Goldman Sachs and Esta Stecher, CEO, Goldman Sachs Bank USA)
- Learning from the CDFI Small Business Growth Collaborative
- Effectively Expanding Beyond Microlending to Small Business Lending
- SBA Community Advantage Roundtable
- Managing Portfolio Quality during Difficult Economic Times
- Practical Tips: Reaching Rural Markets
- Community Advantage 101
- Community Advantage Advanced (PowerPoint, Montana SBA7a Checklist)
- Strategies for Increasing Deployment
- Impact Measures for Small Business CDFIs
- Introduction to Small Business Lending Best Practices
- Shared Services for Scale
- An Untapped Resource: The State Small Business Credit Initiative (SSBCI)
- Technical Assistance for Growth Businesses
- Managing Growth – Panel Presentations
- Partnerships for Raising Capital: Grace Fricks, ACE
- TA Delivery: Margaret Berger Bradley, Goldman Sachs 10KSB
- Managing Growth – Breakout Discussions
- Partnerships for Raising Capital: Grace Fricks, ACE
- TA Delivery: Margaret Berger Bradley, Goldman Sachs 10KSB
- Lending Efficiencies: Andre Suite, TruFund Financial
- Loan Pricing: Ginger McNally, Opportunity Finance Network
- Managing Delinquencies: Gary Johnson, Community First Fund
- Table Discussions by Position
- Growing Your Portfolio – Panel Presentations
- New Products: Sarah Fitzgerald, Montana CDC
- Partnerships for Lending: Keith Bisson, CEI & Marten Jenkins, NCIF
- Growing Your Portfolio – Breakout Discussions
- New Products: Sarah Fitzgerald, Montana CDC
- Partnerships for Lending: Keith Bisson, CEI & Marten Jenkins, NCIF
- Business Development: Wayne Waldrop, Virginia Community Capital
- Geographic Expansion: Aisha Benson, TruFund Financial
- Deployment: Barriers, Breakthroughs, and Best Practices
- Introduction to Financing Cooperative Businesses
- Successful Entrepreneurs Give Back
- Developing a Sustainable Community Advantage Program