Publications

Principles in Community Development Lending and Proposals for Key Federal Support
Issue Date: 2014-03-05

Written in 1994 by OFN CEO and President Mark Pinsky, this report on the CDFI industry is relevant today. It describes the impact the still-young field had already accomplished, as well as how CDFIs could play a lead role in a federally-assisted community development lending program.

Cost:
FREE

CDFI Market Conditions 2Q 2013: Report I - Results and Analysis Published January 2014
Issue Date: 2014-01-29

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 2013: Report II – Detailed Tables Published January 2014
Issue Date: 2014-01-28

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

Deployment Strategies for CDFI Small Business Lenders
Issue Date: 2014-01-16

Are you facing challenges deploying your small business loan capital? Do you want to increase your lending to small businesses? OFN’s newest Technical Assistance Memo, Deployment Strategies for CDFI Small Business Lenders, can help. Based on a survey and interviews with CDFI small business lenders, the TA Memo shares successful outreach, marketing, product development, and capitalization strategies that have helped small business lenders increase loan volume, have greater impact, and improve their bottom line. This publication is the third in the CDFI Small Business Growth Collaborative TA Memo series and is made possible by the generous support of Goldman Sachs 10,000 Small Businesses. 

Cost:
FREE

Membership Brochure
Issue Date: 2013-12-06

Opportunity Finance Network (OFN) is the leading network of CDFIs.  OFN is the only national membership network exclusively representing all types of CDFIs and offering unparalleled leadership in CDFI capacity building, policy, marketing, and financing.

Learn how to become and OFN Member and the benefits that are associated with it.

Cost:
FREE

Performance Counts: Presentation and Classification of Grants and Net Assets
Issue Date: 2013-12-02

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 discusses the purpose of net assets, the presentation of net assets on the Statement of Financial Position (SFP), and the presentation of grants on the Statement of Activities (SOA).

Cost:
FREE

OFN Guide to CDFI Program (Financial Assistance and Technical Assistance) FY2014 v.1
Issue Date: 2013-11-15

This guide reflects an analysis of the FY2014 Notice of Funds Available (NOFA), Application, online webinars, and related materials. It is intended to support CDFIs’ efforts and is not a substitute for a CDFI’s own review of the application materials or for the CDFI Fund’s documents. OFN may update or reissue this document if the CDFI Fund makes changes, issues clarifications, or provides additional resources.

Cost:
FREE

Financing Food Hubs
Issue Date: 2013-10-18

Moderator: Marten Jenkins, Natural Capital Investment Fund
Panelists: Rick Larson Natural Capital Investment Fund; Malini Ram Moraghan, Wholesome Wave; Sandi Kronick, Eastern Carolina Organics, LLC; Gray Harris and Daniel Wallace, CEI

This session will explore in depth outcomes-based approaches to assessing, supporting and financing early-stage food hubs as they move towards sustainable revenue-based models of operation. (USDA’s working definition of a food hub: a centrally located facility with a business management structure facilitating the aggregation, storage, processing, distribution, and/or marketing of locally/regionally produced food products.) We will explore how CDFIs can add value to the sector; provide tips and suggestions for working with food hubs; consider how to partner with foundations and impact investors; discuss appropriate financing tools; and examine strategies that enable hubs to serve low and moderate income communities. We will frame the discussion with recent research; interview a successful hub operator, a technical assistance provider who coordinates investment, and two CDFI representatives; break participants into small groups to problem solve particular food hub financing challenges; and debrief via a large group discussion.

Track: Healthy Foods

Cost:
FREE

Learnings from Scaling Up Microfinance: New Product Development
Issue Date: 2013-10-18

Presenter: Ashvin Prakash, CFSI

This session draws upon the learnings of the two New Product Development Mentored Working Groups, which were part of the CDFI Fund’s Capacity Building Initiative, Scaling Up Microfinance. The mentored working group sessions covered topics related to developing a strategy to offer new products for both consumer and business lenders. The key aspects to new product development include: ensuring that products align with clients’ needs, gaining organizational buy-in to successfully introduce a new product, assessing prospective partnership opportunities to offer new products, and evaluating product success after its implementation. Join this session to learn how keeping the end goal of the product in mind can support a thoughtful approach to introducing responsive new products and scaling up the microlending activity in your organization.

Track: Microenterprise Finance
Level: General

Cost:
FREE

Innovative Partnership Opportunities between Native and non-Native CDFIs
Issue Date: 2013-10-18

Moderator: Kristi Bias, Oweesta
Panelists: Ted Piccolo, Northwest Native Development Fund; Helen Scalia, Four Directions Development Corporation; and Keith Bisson, Coastal Enterprises, Inc.

Many Native and non-Native CDFIs work in close proximity but in separate markets. What are the opportunities for building partnerships between Native and non-Native CDFIs that further the goals of each? In this interview-style session you'll learn about two examples of such partnerships. Northwest Native Development Fund is working with a local non-Native CDFI to expand its deployment ratio. And Four Directions Development Corporation in Maine has had a long-standing relationship with CEI. This session will open your ideas to a new type of partnership opportunity you may not have previously considered.
 
Track: Native CDFIs
Level: General

Cost:
FREE

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