CDFI Collaborations: Keys to Success

Presenters: Donna Fabiani, OFN, Donna Gambrell, former director of the CDFI Fund, and Adina Abramowitz, Consulting for Change
Thursday, February 18, 2016 - 01:00

OFN’s report, CDFI Collaborations: Keys to Success, looks at 12 different CDFI collaborations of varying sizes and purposes, identifies five factors that contribute to collaboration successes, and proposes a three-year strategy to promote more CDFI collaborations. Listen to authors Donna Fabiani, OFN, Donna Gambrell, former director of the CDFI Fund, and Adina Abramowitz, principal of Consulting for Change, and representatives of the collaborations featured in the report.

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Better Options for Consumers: Affordable, Responsible Products in the Consumer Finance Marketplace

Presenters: Tanya Ladha, CFSI, Clinton Key, Pew Charitable Trusts, Alex Horowitz, Pew Charitable Trusts
Thursday, February 11, 2016 - 01:00

This webinar will discuss financial challenges today’s consumers face and products in the marketplace that provide better options to manage these challenges.

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CDFI Performance and Growth: A 20-Year Longitudinal Analysis

Presenters: Donna Fabiani, OFN
Wednesday, January 20, 2016 - 01:00

OFN recently completed a 20-year analysis of OFN Member CDFIs' performance, including a growth rate analysis of a set of CDFIs that have been OFN Members for the entire time period. You'll hear the results of the study, learn the characteristics of CDFIs with different growth rates, and listen to a discussion on what the findings mean for CDFIs, funders, investors, and the future of the industry. Funding for this report was provided by Capital One.

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Perfomance Counts: Liquidity and Cash Management

Presenters: Beth Lipson, Opportunity Finance Network; Fran Lutz, Opportunity Finance Network; David Provost, Corporation for Supportive Housing; Matt Glatting, Capital Impact Partners
Wednesday, December 16, 2015 - 01:00

This is a webinar that discusses the latest Performance Counts paper on liquidity and cash management. It highlights from the paper and gives two CDFIs with examples of different practices related to liquidity and cash management.

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Small Buildings Risk Sharing (SBRS) Initiative

Presenters: Mark Kudlowitz and Diana Talios, HUD's Office of Multifamily Housing
Tuesday, December 15, 2015 - 01:00

The U.S. Department of Housing and Urban Development (HUD) is inviting CDFIs to apply for its Small Buildings Risk Sharing (SBRS) Initiative. The purpose of SBRS is to support and encourage the production and preservation of affordable housing. The program provides insurance and reinsurance for multifamily housing projects whose loans are originated, underwritten, serviced, and disposed of by approved lenders, including CDFIs. CDFIs and other lenders participating in the SBRS may elect to access low-cost fixed-rate long-term financing through the Federal Financing Bank (FFB). FFB pricing will be benchmarked to comparable Ginnie Mae securities.

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Building a Small-Dollar Loan Product

Presenters: Beth Lipson, OFN, Tanya Ladha, CFSI
Tuesday, September 15, 2015 - 01:00

This webinar will discuss core components and considerations CDFIs should know when developing a small-dollar loan product. Presenters from the Center for Financial Services Innovation will discuss the Compass Guide to Small-Dollar Credit.

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Strengthening CDFI Borrowers through Credit Reporting

Presenters: Beth Lipson, OFN, Dara Duguay Credit Builders Alliance, Michelle Parker, Credit Builders Alliance, Diana Avellaneda, Latino Economic Development Center, Derek Williams, The Rural Center
Tuesday, August 11, 2015 - 01:00

This webinar will discuss the importance of credit building for CDFI borrowers. Presenters from Credit Builders Alliance will talk about the process of reporting both personal and business credit to the major credit bureaus.

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Updated Financial and Operating Metrics and Trends

Presenters: Allison Coleman, CEO at Capital Link
Tuesday, July 7, 2015 - 01:00

This webinar will cover health center financial and operating metrics and trends from 2010 – 2013, for use in loan underwriting. The session will allow CDFIs to gain a greater understanding of the sector’s key benchmarks and trends during this critical period of health system transformation.

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Changing Revenue Landscapes for CHCs

Presenters: Tom Manning, Principal at Strategies for Healthy Communities, and Allison Coleman, CEO at Capital Link
Tuesday, June 23, 2015 - 01:00

This webinar will cover topics related to the changing revenue landscape for community health centers. What's happening with grants to care for uninsured patients? What’s happening with Medicaid expansion? What is the potential impact of ongoing health care reform initiatives? Join us to have these and other questions answered related to revenue changes for CHCs.

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Navigating Online Community Health Center (CHC) Data Resources for Market Needs Assessments

Presenters: Tom Manning, Principal at Strategies for Healthy Communities
Thursday, June 18, 2015 - 01:00

This webinar will help CDFIs navigate the online resources available to assess market needs for CHC services. We will look at sources detailing local conditions and needs, as well as sources for individual, state-wide and national CHC data, enabling comparisons to broader norms as well as local competition.

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Leveraging HRSA Capital Grants through a NMTC Structure

Presenters: David Woodman, Project Consultant at Capital Link
Monday, June 8, 2015 - 01:00

This webinar will present the “Dos and Don’ts” of Leveraging Health Resources Service Administration (HRSA) Capital Grants through a New Markets Tax Credit Structure. The session will review HRSA approval requirements that health centers must obtain when using HRSA capital grants. It will also discuss how to structure HRSA grants with bridge loans and align the HRSA approval process with a typical NMTC closing process.

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Identifying the Risks of Health Center Lending

Presenters: David Kleiber, Project Consultant at Capital Link
Wednesday, June 3, 2015 - 01:00

This webinar examines the differences between failed or failing health centers and their more successful counterparts, shedding light on the factors that may contribute to health center failure. This analysis seeks to provide lenders with the insight necessary to determine the potential early warning signs of future financial distress when underwriting health center loan requests—whether for capital project financing, working capital, or growth capital.

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2015 CDFI Bond Guarantee Program

Presenters: Cathy Dolan and Robin Odland, OFN
Thursday, April 16, 2015 - 01:00

The application period for the 2015 round of the CDFI Bond Guarantee Program (BGP) is now open, making $750 million in bond guarantee authority available to eligible CDFIs.

In addition to publishing the 2015 applications, the CDFI Fund also announced revisions to the CDFI certification requirements that facilitate a new way for CDFIs to borrow under the BGP.

New this application round, the NOGA allows Qualified Issuers (QI)—like OFN—to submit applications that propose alternative financing structures.

OFN and others have worked hard to advocate for these revisions, which mean that the BGP can be accessible to more of our Member CDFIs. Watch this webinar to learn how OFN and others have worked to ensure the program is more accessible to more CDFIs.

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Lessons Learned in Developing, Innovating, and Scaling Consumer Financial Products and Services

Presenters: Beth Lipson, OFN, Tanya Ladha, Center for Financial Services Innovation, George Hofheimer, Filene Research Institute
Wednesday, February 18, 2015 - 01:00

OFN is collaborating with CFSI and Filene Research Institute to present lessons learned from working with credit unions, loan funds, and other nonprofits. Topics include behavioral economics, technology innovations, and consumer trends which are helping to shape the next generation of high quality consumer financial products and services.

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Current Trends in Consumer Behavior and Financial Products

Presenters: Beth Lipson, OFN Tanya Ladha, Center for Financial Services Innovation
Thursday, January 15, 2015 - 01:00

OFN collaborated with the Center for Financial Services Innovation (CFSI) to present an overview of consumer challenges and the underserved marketplace.

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Underwriting to Scale Microfinance

Presenters: Joyce Klein and Leslie Hoffman, FIELD at the Aspen Institute
Wednesday, April 16, 2014 - 14:00

A robust risk management approach is essential for organizations that want to sustain growth. So what does that look like and what are some of the potential pitfalls? This webinar will offer insights for organizations that want to build an underwriting approach on a firm risk management foundation that takes into account issues of scale, efficiency, technology and team. The presenters will offer key learnings about how to balance growth and risk within your micro enterprise lending program.

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Customer Acquisition: Reaching And Retaining Your Customers

Presenters: Ginger McNally, Opportunity Finance Network, Maria Semple, The Prospect Finder LLC, and Dan Samartino, Entrepreneur Works
Thursday, March 27, 2014 - 14:00

New market challenges, increased competition, demand for diversified products, more selective customers … today’s reality makes it more imperative than ever to reach and retain the customers your organization needs to grow.  Learn how to identify and reach your most important customers using marketing tactics that work. Tune in for a demonstration of how LinkedIn can be leveraged for customer acquisition.

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The Path to Loan Repayment

Presenters: Joyce Klein and Leslie Hoffman, FIELD at The Aspen Institute
Thursday, February 20, 2014 - 14:00

Strong microloan portfolios don't just happen, they are built over time with care, attention and a strong culture of loan repayment. This webinar will explore the psychology of collections from a mission-focused perspective that helps practitioners build portfolio management approaches using techniques that go to the heart of strong, effective community development finance. This webinar will be valuable to practitioners with any role in a microenterprise loan fund - including executive directors, customer service staff, loan officers, underwriters and collectors.

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CDFIs and Public Health

Presenters: Julia Koprak, Stacy Taylor, The Food Trust
Thursday, January 24, 2013 - 06:30

For CDFIs moving into the world of healthy food financing, measuring and improving public health impacts can be a daunting addition to an already long list of social and economic impact goals. In this webinar, we learn how CDFIs can effectively talk about and work toward public health outcomes, better measure public health metrics among other social and economic impact goals, and engage public health professionals and community partners in their work.

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Energy Efficiency and Healthy Food Retail

Presenters: Danny Isaacs, MACED, Marten Jenkins, Natural Capital Investment Fund
Tuesday, January 15, 2013 - 06:15

Energy is one of the highest costs for grocers, particularly in rural areas. Learn how CDFIs can provide loans to improve energy efficiency among food retail outlets and increase access to healthy foods for underserved areas. MACED and Natural Capital Investment Fund discuss their own experiences in providing energy efficiency loans to rural grocers.

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