Publications

Performance Counts: CDFI Liquidity and Cash Management: Definitions, Practices, and Examples
Issue Date: 2015-11-04

Performance Counts is an industry-led collaborative effort to develop industry standards and best practices around financial statements and financial management, and serve as an industry forum for sharing information, documents, and ideas on these topics. The initiative includes a Working Group that develops financial statement standards, guidance, and best practices by CDFIs for CDFIs.

This paper is the third in a series addressing specific financial statement and financial management topics, with the goal of encouraging agreement and ultimate adoption of recommendations on how best to present CDFI financial information in a clear, standard, and transparent way.

Cost:
FREE

Bridging the Talent Divide: Creating a Pathway to the Opportunity Finance Industry for College and University Students
Issue Date: 2015-11-03

New York University Leonard N. Stern School of Business and OFN collaborated to design and implement an innovative talent development program, titled the Opportunity Finance Program, for undergraduate business students who are interested in learning about careers in the opportunity finance industry. This paper discuss the program structure and lessons learned.

Cost:
FREE

Opportunity Finance Institutions: Side by Side, Fiscal Year 2013 Sixteenth Edition
Issue Date: 2015-03-15

The 16th Edition of Side by Side highlights essential peer groups and key statistics of the over 200 Opportunity Finance Network Member institutions with data from FY 2013. This reference guide - FREE to OFN Members and Allies - is essential for practitioners, investors, funders, and others who assess the activity and performance of the opportunity finance industry. It is also a valuable tool for CDFIs and can help to plan and better understand their organization’s performance relative to their peers. OFN Members and Allies, please contact Jacki Fox at jfox@ofn.org for the purchase code.

Cost:
$25.00

Opportunity Finance Institutions: Side-by-Side, Fiscal Year 2013 Sixteenth Edition Infographic
Issue Date: 2015-03-14

Infographic of the 16th Edition of Side by Side

Cost:
FREE

Inside the Membership: Statistical Highlights from OFN Membership: 2013
Issue Date: 2015-03-12

This report provides information on 226 CDFIs in the OFN membership. The vast majority (200) of these institutions are community development loan funds with the balance being 23 community development credit unions, two community development banks, and a single community development venture capital fund.

Cost:
FREE

CDFI Practices in Jobs Data Collection and Tracking: Lessons Learned from Create Jobs for USA
Issue Date: 2014-10-03

This working paper looks at the data collection effort behind Create Jobs for USA, outlining what was learned and best practices in jobs data collection.

Cost:
FREE

CDFI Portfolio Reporting Definitions, Accounting Treatment, and Reporting Guidance
Issue Date: 2014-10-03

Currently, the CDFI industry is awash in terms used to describe and report on loan portfolio quality. Certain terms are and can be used interchangeably, whereas other terms are used by CDFIs but have a different specific meaning to certain key industry stakeholders (e.g., regulated banks). In addition, there is also a lack of consistency among CDFIs in the formats and methodologies used for reporting on their portfolio credit quality. This lack of standardization can cause confusion, making it more difficult for investors and funders to adequately analyze the creditworthiness of a CDFI and potentially limiting access to new capital.

This paper offers background and information, and specific recommendations for the adoption of certain portfolio quality terms and definitions. 

Cost:
FREE

CDFI Market Conditions 2Q 2014: Report I - Results and Analysis Published October 2014
Issue Date: 2014-10-01

The Opportunity Finance Network CDFI Market Conditions Report is based on a survey of community development financial institutions (CDFIs). Opportunity Finance Network began conducting these surveys in October 2008 to better understand the impacts of tight credit markets and the economic downturn on the opportunity finance industry. Through the first half of 2012, OFN conducted a survey each quarter and published four Market Conditions Reports each year. Beginning in the second half of 2013, OFN has conducted two quarterly surveys each year and published two Market Conditions Reports each year based on second and fourth quarter activity. Each report provides a view of CDFI responses to current market conditions, analysis of regional and primary financing sector differences, and analysis of important trends.

Cost:
FREE

CDFI Market Conditions 2Q 2014: Report II – Detailed Tables Published September 2014
Issue Date: 2014-09-01

The Opportunity Finance Network CDFI Market Conditions Report is based on a survey of community development financial institutions (CDFIs). Opportunity Finance Network began conducting these surveys in October 2008 to better understand the impacts of tight credit markets and the economic downturn on the opportunity finance industry. Through the first half of 2012, OFN conducted a survey each quarter and published four Market Conditions Reports each year. Beginning in the second half of 2013, OFN has conducted two quarterly surveys each year and published two Market Conditions Reports each year based on second and fourth quarter activity. Each report provides a view of CDFI responses to current market conditions, analysis of regional and primary financing sector differences, and analysis of important trends.

Cost:
FREE

2013 CDFI State Legislation and Advocacy Report
Issue Date: 2014-07-30

The Opportunity Finance Network is proud to offer our 2013 State Legislation and Advocacy Report, an annual snapshot of state legislative action, policy and industry advocacy influencing the operating environment of CDFIs. With the ever-increasing fiscal pressure on states, governors and legislatures are seeking non-governmental solutions that address poverty, create jobs and improve communities.

CDFIs provide one solution to these challenges, extending private capital and investment to people in low-wealth and low-income communities that mainstream finance does not adequately serve. CDFIs have emerged as a promising channel in a growing number of areas ranging from education to health care to food production and distribution, in addition to housing and small business finance.

States have been incubators of innovation for the opportunity finance industry by providing tax credits, access to capital and opening access to existing programs, allowing CDFIs to broaden their economic impact. CDFIs have also become powerful policy advocates, educating executive and legislative branch decision-makers about the impact these investments make in the lives of real people and their communities.

As CDFIs continue to raise their profile at the state level, there is great potential to develop and promote public policies that create an operating environment where CDFIs can create products and services meeting the needs of their communities, and further serve other distressed populations and geographies. As you will read throughout the report, CDFIs are working together and collaborating on a broad scale and states are working to create programs to support the work of CDFIs, fostering an operating environment that provides many opportunities for collaboration.

OFN’s 2013 State Legislation and Advocacy Report provides CDFIs and policymakers state-level data and information about successful CDFI policy initiatives. This report includes legislative summaries of opportunity finance legislation introduced in the 2013 session, analysis of legislative trends, coalition building efforts in Colorado, New York, and South Carolina, information about recovery efforts in the Mid-Atlantic after Superstorm Sandy, and an update on CDFI access to State Small Business Credit Initiative.

We also share success stories of our Members as examples of how they influence CDFI state policies and programs. We hope you will use the 2013 State Legislation and Advocacy Report as a resource to engage in policy and advocacy at your state capitol and work with the Opportunity Finance Network and our Members to support opportunity. For all.

Cost:
FREE

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