Publications

Securing the Support of Individual Donors
Issue Date: 2013-10-16

Presenter: Alan Cantor, Alan Cantor Consulting LLC and Mary Beth Bunge, Alternatives Federal Credit Union

Government grants are getting smaller and the reporting requirements are getting more onerous. Competition is rising for grants from foundations and corporations. Are CDFIs missing a huge opportunity? They surely are. Over 80% of donations to nonprofits in the U.S. come from individuals. Though a CDFI is not a traditional kind of charity like a university or a museum, you too can attract gifts from individuals. Come hear from a CDFI who has successfully done just that, and learn how the rules of the fundraising game can be applied and adapted for CDFIs.

Track: Financial Resources
Level: General

Cost:
FREE

Introduction to Financing Cooperative Enterprises
Issue Date: 2013-10-16

Presenters: Betsy Black, Cooperative Fund of New England; Brenda Pfahnl, Northcountry Cooperative Development Fund; Margaret Lund, Co-opera Co; and Mark Fick, Chicago Community Loan Fund

For decades, cooperatives have successfully provided permanently affordable housing. More recently, communities are using cooperative models to strengthen their local economy with social enterprises and worker-owned businesses. CDFIs can play an important role in assisting these community controlled development models by financing their real estate, working capital, and equipment needs. This session starts with an overview of common cooperative structures and their economic impact in the United States. We’ll then turn to underwriting worker-owned, producer-owned, and consumer-owned businesses. Special attention will be given to retail food cooperatives, which have become a popular tool to address food security and healthy food access. You’ll come away from the session with an appreciation for this impactful business model and the issues and best practices to consider when underwriting cooperatives. You will also have the opportunity to meet local cooperative businesses and learn about their financing needs during a networking session directly following (5:30-6:15 PM).

Track: Small Business
Level: General
 

Cost:
FREE

Innovations in Credit Union and Community Partnerships
Issue Date: 2013-10-16

Presenters: Alan Branson, Hope Credit Union; Pablo DeFilippi, National Federation of Community Development Credit Unions; and Dave Prosser, Freedom First Credit Union

In this speed-dating style session, participants will explore four different models of partnerships between community development credit unions (CDCUs) and community service providers/small businesses. Presenters will describe current programs such as on-site credit union services, credit union/non-profit joint project development, and online/mobile-based strategies. Presenters represent CDCUs from diverse markets – urban, rural, and mixed. Participants will learn how: 1) community organizations can partner with CDCUs to improve services and outcomes to clients and the community; 2) CDFI loan funds can increase the impact of loans made to community service providers and small businesses; and 3) CDCUs can use different partnership models to reach new members and serve the larger community.

Track: Collaborations
Level: General

Cost:
FREE

Increasing your CDFI's Resilience through Business Continuation Planning
Issue Date: 2013-10-16

Presenter: Adina Abramowitz, Consulting for Change

Many CDFIs have completed a succession plan for the CEO or Executive Director. Yet organizations depend on the unique knowledge and relationships of many managers. This hands-on workshop will provide you with tools to identify and resolve vulnerabilities if any of your key managers were to leave the organization. These actions will make your organization more resilient and flexible, and give junior staff opportunities to learn and grow.

Track: Organizational Capacity
Level: Introductory

Cost:
FREE

What’s in Your Technology Toolbox?
Issue Date: 2013-06-30

This report summarizes software-user feedback reported by 206 CDFI Loan Funds, CDFI Intermediaries, and CDFI Credit Unions that responded to OFN’s 2011 Software Survey. The report expands on OFN’s 2008 Loan Management Software Report to include a breakdown of three additional types of software that are frequently used by CDFIs: accounting software, outcomes/outputs tracking software, and client relationship management (CRM) software. This report is meant to provide a brief overview to CDFIs that are exploring new technology options.

Cost:
$25.00

Impact Measurement for CDFI Small Business Lenders
Issue Date: 2013-04-01

This TA Memo discusses the measurement of the positive economic and social impacts CDFI small business lenders are having in the communities they serve. It covers: why measuring impact is important, the types of impact data currently being collected by CDFI small business lenders (as well as indicators CDFIs do not, but would like, to collect), the barriers to collecting such data, and the ways in which impact data can be proactively utilized to advance an institution’s mission.

Cost:
FREE

CDFI Market Conditions 2012 Q4 Report I Results
Issue Date: 2013-04-01

The Opportunity Finance Network CDFI Market Conditions Report is a quarterly publication based on quarterly surveys 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. Each report provides a near-real-time view of market conditions and CDFI responses, analysis of regional and financing sector differences, and analysis of important trends.

Cost:
FREE

CDFI Market Conditions 2012 Q4 Report II Detailed Tables
Issue Date: 2013-04-01

The Opportunity Finance Network CDFI Market Conditions Report is a quarterly publication based on quarterly surveys 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. Each report provides a near-real-time view of market conditions and CDFI responses, analysis of regional and financing sector differences, and analysis of important trends.

Cost:
FREE

CDFIs and the State Small Business Credit Initiative: Status Report
Issue Date: 2013-03-01

The State Small Business Credit Initiative (SSBCI) was created in the Small Business Jobs Act of 2010, and implemented by the Obama Administration starting in 2011. The program provided $1.5 billion in funding to strengthen state programs that support lending to small businesses and small manufacturers. In the legislation, Community Development Financial Institutions (CDFIs) are specifically listed as eligible lenders. Increasingly, state governments are looking to CDFIs as partners to deploy SSBCI funding and increase the amount of credit available to small businesses and small manufacturers in their states.

Cost:
FREE

2012 CDFI Compensation and Benefits Survey Report
Issue Date: 2012-12-31

This is the first comprehensive examination of CDFI industry compensation and benefits since OFN published its 2006 CDFI Compensation Report. More than 150 CDFIs from across the country participated in the survey. This new report is an invaluable resource that can help CDFIs recruit, reward, and retain high-quality employees. For the many CDFIs that are in expansion mode, the report may be helpful in setting compensation levels for new positions.

The 2012 CDFI Compensation and Benefits Survey Report includes summary data for:
Compensation and benefits information for thirteen executive and staff positions

Compensation data for the "top five" compensated positions

A comprehensive view of CDFI benefits practice.

For the Chief Executive Officer, Chief Financial Officer, Top Communications and Marketing Executive, Top Development Executive, and the Top Five Highest Paid employees we have also provided data from a special analysis of thirty-six general not-for-profit organizations for reference purposes.

View the Table of Contents
View the Overview of the Report
View the Job Descriptions

There are Member and participant discounts available – email jfox@opportunityfinance.net for a discount code before you order.

Cost:
$300.00

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