Publications

Impact Measurement for CDFIs: The Current State of the Field
Issue Date: 2013-10-18

Moderator: Donna Fabiani, Opportunity Finance Network
Panelists: Joan Brodhead, Community First Fund; Jeannine Jacokes, Partners for the Common Good/Community Development Bankers Association; and Michael Swack, Carsey Institute

An ongoing area of concern for CDFIs, impact measurement is critical for CDFIs to understand how well they are accomplishing their mission. It’s also a critical part of telling the CDFI story. In this session we’ll present an overview of some of the impact measurement initiatives and approaches in the industry today, and hold a hearty discussion of what CDFIs and the industry should be measuring and for what purpose. You’ll learn about the Financial Innovations Roundtable’s new Impact Measurement Working Group; two recent research efforts on how different types of CDFIs -- bank CDFIs and small business lenders -- measure impact; and Community First Fund’s integrated approach to impact measurement, starting with embedding impact into its corporate culture and loan underwriting process. Impact measurement is a complex topic that brings out strong passions and opinions. We hope to use this session to move the industry’s thinking forward by at least a few steps.

Special Session: Impact Measurement
Level: General

Cost:
FREE

Brand Basics: What’s Your Story?
Issue Date: 2013-10-18

Presenters: Dave Glaser, Montana CDC and Spider McKnight, Six Pony Hitch Digital and Design

In an industry where concise, powerful communication is key, your brand is your first, best, and sometimes only opportunity to make a connection. Since 2012, Montana CDC has undergone a complete brand overhaul geared toward message simplification and consistency, resulting in improved recognition within key target audiences. This session presents a case study exploring the opportunities and challenges CDFIs may face as they look to establish, invigorate, and rebrand their organizations. Covering the entire process from the initial, extensive research to the launch strategy, this session brings you a dual perspective: you’ll hear from the CDFI that initiated the brand revision and the agency that helped bring it to life. Dave Glaser of Montana CDC and Spider McKnight of Six Pony Hitch Digital & Design will share details on the process and suggest ways that other CDFIs can freshen their brand and messaging strategies. In addition to sharing Montana CDC’s story, Spider and Dave will respond to branding questions and concerns, providing expert advice for other CDFIs struggling with their brand or identity.

Track: Strategic Communications
Level: Intermediate

Cost:
FREE

Inventing Products to Serve the Underbanked
Issue Date: 2013-10-18

Moderator: Stacy Augustine, CU Strategic Planning
Panelists: Cindy Gribben, Natco FCU; DeAndre Zachery, Shreveport FCU; and Alycia Juvik, CU Strategic Planning

Credit unions were founded to provide “working class folk” access to affordable credit. Groups of individuals at churches, schools, and offices pooled money to give each other loans. They were pioneers, inventing products to serve neighbors and colleagues. Why is the credit union “consumer as the owner” cooperative business model a Petri dish for innovation? You'll gain insights into this question from a panel of innovators from Natco FCU, Shreveport FCU and Hawaii First FCU’s Community Resource Center. You’ll take away three things from this session: 1) New product, process, and policy ideas to implement at your CDFI, including model underwriting and collections policies; 2) Insights on how to link innovative development services to qualify the underbanked for loan products they otherwise would not have access to; and 3) How to design products and services with broad community development impacts by using proven research methodologies like Hawaii FCU's First Voice process for product and service invention to determine the challenges and needs of both partner community based organizations and the clients they serve.

Track: Credit Union
Level: General

Cost:
FREE

Improving Outcomes with Behavioral Economics
Issue Date: 2013-10-18

Moderator: Pamela Chan, CFED
Panelists: Matt Darling, ideas42; Catherine Meyrat, InnoStratX - Innovative Strategies for Expansion; Brigid Brannigan, Neighborhood Trust Financial Partners; and Pahniti Tosuksri, Cleveland Housing 

Behavioral economics draws from economics and psychology to provide insight into human nature. These insights help us understand why and how people make decisions about their finances. Increasingly, community development and asset building organizations are incorporating research from behavioral economics into their products and services to encourage client behaviors that better match organizational goals. This panel explores what behavioral economics is, why and how organizations are incorporating behavioral insights into their product and service designs, and how to start similar practices in your organization. Specifically, the panel will highlight recent efforts of the Neighborhood Trust Financial Partners to improve account usage and Cleveland Housing Network to improve on-time rent payments. Session participants can offer their organizational challenges for the panel to problem-solve in a demonstration of how to start thinking from a behaviorally informed lens.

Track: Consumer Finance 
Level: General

Cost:
FREE

Financial Statements Standards and Best Practices
Issue Date: 2013-10-18

Presenters: Beth Lipson and Fran Lutz, Opportunity Finance Network; Owen Gray, Novagradac & Company LLP; Bonnie Scadova, New Hampshire Community Loan Fund; and Suzanne Aloi, The Reinvestment Fund 

Calling all CDFI CFOs and Accounting Managers to join a discussion about financial statements standards and best practices. Provide input to a newly-formed CDFI Financial Statement Working Group that's working to improve the consistency, clarity, and transparency of non-profit CDFI financial statements. Representatives of the Working Group will discuss the Group's work and lead a discussion of two critically important topics: net assets/grants and portfolio presentation.

Track: Organizational Capacity
Level: General 

Cost:
FREE

Collaboration as the New Competition
Issue Date: 2013-10-18

Presenters: Sara Vernon Sterman, The Reinvestment Fund; Jeannine Jacokes, Partners for the Common Good; Kim Latimer-Nelligan, Low Income Investment Fund; and Shaw Canale, Mountain BizWorks

Competition in the CDFI marketplace is on the rise. With interest rates at a historic low and a renewed emphasis on investing locally, we as an industry are faced with increasing competition on every front from access to capital to project financing. What can we as an industry do to enhance our competitive edge? Across the industry, there are examples of innovation and success as a result of collaboration. Is collaboration the new competition? This panel discussion explores three recent examples of CDFI collaboration, each focused on harnessing partners’ strengths and resources to amplify outcomes. Panelists from The Reinvestment Fund and LIIF talk about their collaborative efforts in community health center financing. Partners for the Common Good discuss the CapNexus platform, which connects mission-driven capital to borrowers.Mountain BizWorks will discuss the creation of Appalachian Community Capital, a new capital intermediary established to address capital needs of the Appalachian region.

Track: Collaborations
Level: General

Cost:
FREE

Beyond Housing in TOD Vision
Issue Date: 2013-10-18

Moderator: Robin Hacke, Living Cities
Panelists: Jessica Standiford, Low Income Investment Fund; Mike LaFave, Neighborhood Development Center; and Mary Tingerthal, Minnesota Housing Finance Agency 

Funders, policy makers, and developers have placed tremendous emphasis in recent years on mixed use transit oriented development (TOD) as a powerful tool for creating healthy, livable communities. While there is often a deliberate focus on the affordability mix of the housing in such projects, the commercial component of these projects is all too often less intentional. Moderated by Robin Hacke of Living Cities, this panel will highlight recent examples of mixed-use, TOD projects which have had a deliberate focus on economic development. The panel will discuss what “equitable" economic development means in the context of TOD, what it takes to make the economic development component a reality, how it interfaces with the housing component of the same project, and how CDFIs can play a meaningful role. Panelists include Mike LaFave of the Neighborhood Development Center, a CDFI that has completed several such projects; Jessica Standiford of LIIF, who recently completed a national study of mixed use projects; and Mary Tingerthal, a national leader in housing finance policy.

Track: Coverage
Level: General

Cost:
FREE

Character Can’t Tell the Story: Mitigating Risk in a Changed Lending Environment
Issue Date: 2013-10-17

Moderator: Terry Burks, Equifax
Panelists: Michael Stefanick, Equifax and Bonnie Bowling, Access to Capital for Entrepreneurs 

In lending days of old, you could rely on the three C’s for mitigating risk: character, collateral, and cash. In today’s lending environment, relying on character can get you into trouble – you need to focus on the facts. This session will provide insights into a major credit agency’s recent analysis of the current market landscape for microenterprises, including risk and growth trends; outline critical factors for identifying and managing risk in your microenterprise loan portfolio; and show you how leveraging a new automated underwriting system can drive efficiency in your loan origination processes. You’ll hear from a CDFI microlender who's adopted the technology and achieved significant loan growth as a result.

Track: Organizational Capacity
Level: General

Cost:
FREE

Fast and Furious
Issue Date: 2013-10-17

Moderator: Debby Stefaniak, Opportunity Finance Network

Panelists: Stefanie Arck, Opportunity Finance Network; Nick Burstein, Opportunity Finance Network; Demetric Duckett, TruFund; Andrew Schultz, Garfield Group; Sherry Simmons, Northern CA Community Loan Fund; Allison Starkey, Wells Fargo; Steve Varnum, New Hampshire Community Loan Fund

 

TED gives presenters 18 minutes to make their case—our marketing and communications experts only need eight! See eight communications professionals present eight tools or best practices in this engaging and fast paced session. Topics include: Social Media in Five Minutes a Day; Crisis Communications Readiness; Responsive Web Design; Tell Me a Story!; Be Bold with your Marketing; Designs That Scale; How to be an Effective Co-Brand Partner

Track: Strategic Communications
Level: General

Cost:
FREE

CDFI Bond Guarantee Program: Application Basics
Issue Date: 2013-10-17

Presenter: Cathy Dolan, Opportunity Finance Network

The CDFI Bond Guarantee Program is live and Guarantee Authority will be available in fiscal year 2014. If you are interested in applying or want to learn more to decide whether to apply, this session is for you. You’ll learn all the basics: what the CDFI Bond Guarantee Program offers, how your organization can benefit, program eligibility requirements, and what to consider in putting together an application. Don’t miss out! Get informed today.

Track: Financial Resources
Level: General

Cost:
FREE

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