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A Capacity Building Training and Technical Assistance Series:

Building Native CDFIs'
Sustainability and Impact

 
NeighborWorks America is pleased to present the training and technical assistance series Building Native CDFIs’ Sustainability and Impact (BNCSI), part of the CDFI Fund’s Capacity Building Initiative. 
 
The BNCSI will provide a wide range of ongoing capacity building opportunities including specialized training, technical assistance, and peer learning in a variety of formats and locations, so that each participating Native CDFI can select the training and technical assistance that will most efficiently and effectively help them grow. 
 
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Training and technical assistance opportunities are available in these
Key Areas of Organizational Capacity Development:
 
  • Organizational management and Board governance
  • Planning and implementation: Strategic and operational, business, and capitalization planning; impact tracking program
  • Lending and development services: loan products, development services, program and service operations
  • Management staffing and personnel: staffing plan, staff capacity, human resources
  • Operations: technical and compliance systems, client and contact management systems, marketing
  • Resource and financial management: financial health, resource development and management, and financial management operations, risk/portfolio management

The BNCSI is offered by NeighborWorks America in partnership with Seven Sisters Community Development Group, LLC.  Training and technical assistance opportunities will be available to eligible organizations through July, 2016.
 
Learn more about eligibility, how to apply and the opportunities available by following the tabs below.
 
For more information, contact nativecdfi@nw.org.  For more information about the Capacity Building Initiative, please visit www.cdfifund.gov/cbi.
 

Eligibility:

To be eligible to participate in the Capacity Building Training and Technical Assistance Series: Building Native CDFIs’ Sustainability and Impact, an organization must be:
 
  1. A certified Native CDFI;
OR
 
  1. An Emerging CDFI or Sponsoring Entity that has received Technical Assistance funding from the Native American CDFI Assistance Program (NACA TA funding) in the last three years;
OR
 
  1. An Emerging Native CDFI that has NOT received NACA TA funding within the last three years but that demonstrates organizational capacity and evidence of effort and resources dedicated to achieving Native CDFI certification within two years;  
OR
 
  1. A Sponsoring Entity that has NOT received NACA TA funding within the last three years but that demonstrates organizational capacity and evidence of effort and resources dedicated to creating a separate legal entity that will become certified as a Native CDFI within two years.
 
Emerging Native CDFIs and Sponsoring Entities that have not received NACA TA funding within the last three years are encouraged to submit an application to participate in BNCSI and will be considered on a case-by-case basis based on organizational capacity and evidence of effort and resources dedicated to achieving Native CDFI certification within two years.  
 
Indicators considered to determine eligibility for Emerging Native CDFIs and Sponsoring Entities that have not received NACA TA funding in the last three years may include:
 
  • Is the organization a legal entity at the time of application?
  • Does the organization have a primary mission of promoting community development in Native Communities?
  • Has the organization previously applied for a NACA TA award within the last three years, but did not receive an award?
  • Is the organization a financing entity?
  • Does the organization have dedicated staff and an adequate annual budget to support a minimum level of operations?
  • Does the organization primarily serve one or more Native Communities (meaning, at least 50 percent of its activities are directed toward serving Native Americans, Native Alaskans and/or Native Hawaiians)?
  • Does the organization provide development services in conjunction with its financing activities?
  • Does the organization maintain accountability to its defined target market (e.g. by having Native people or representatives from Native Communities on its Board)?
  • Is the organization a non-governmental entity and not under control of any government entity (Tribal governments excluded)?
 
“Native CDFI” is defined as a CDFI with greater than 50% of its activities diverted towards serving Native American Communities.  
 
“Native American Communities” refers to any Native American, Alaska Native, or Native Hawaiian populations, lands or census- equivalent entities (with the exception of State or Tribal Designated Statistical Areas).
 
Only organizations, not individuals, are eligible to apply.  Once an organization has been accepted to participate, the organization may request for multiple staff and/or Board members to participate in one or more capacity building opportunities.  
 

Apply:

The first step to accessing in-person training and technical assistance opportunities is to complete a brief online application, or statement of interest, for your organization.  To get started, click  “Apply Now” to access a simple “statement of interest” form.  The statement of interest will be accepted on a rolling basis and should only be submitted once per organization.  There is no deadline for submission. 
 
Note that the statement of interest is not required to participate in a webinar.  All Native CDFIs, regardless of their certification status, and their partners are invited to participate.
Apply Now
 
Contact us at nativecdfi@nw.org with any question.

New and Emerging Native CDFI Technical Assistance (TA) Clinic

Apr. 20-21

Scholarships will be awarded to leaders and staff of Native CDFIs to attend the New and Emerging TA Clinic in Phoenix, AZ.

This specialized TA clinic is designed to meet the needs of new and emerging Native CDFIs.  We will start the session by looking at the CDFI certification process and required criteria.  We will then turn to key components of a strong, healthy CDFI, focusing on the Board of Directors, strategic planning, market analysis, capitalization, partnerships, and policies and procedures.  We will also explore key elements of effectively planning for CDFI growth. Through this highly interactive, participatory session, participants will have the opportunity to explore key elements of successful CDFIs, and increase their knowledge and comfort level in designing and implementing these foundational components to ensure long-term sustainability and success. 

PLEASE NOTE: To participate in any BNCSI training event, please complete your statement of interest (click on the “Eligibility and Apply” tab to apply now).

If you would like to be notified of upcoming training and events, send a request with your contact information to nativecdfi@nw.org

Past Webinars

Using Microsoft Office Excel and Word Tools to Analyze and Report CDFI Data

This 1.5 hour webinar training is designed to assist CDFI’s in understanding the importance of collecting good impact data. CDFI representatives will learn how to use Excel to organize and analyze collected data as well as graphically present their data using Word. Guest speaker, Angie Main, will share NACDC’s Excel based approach to tracking, analyzing, and reporting their training data. After completing this training, participants will better understand how to use their data to share their CDFI’s story and impact. 

  • Listen to tthe recording here


Advanced Capitalization or the First to $10 Million Wins

The capacity needed to operate a $500,000 community development financial institution (CDFI) loan fund is about the same as operating a $10 million fund.  Because Native CDFIs typically serve target markets that are too small to attain the asset size needed to realize operating efficiencies, they often struggle with their capitalization planning.  This webinar will feature CDFI industry expert Arlen Kangas, former CEO of Midwest Minnesota CDC, who will discuss innovative approaches to thinking about capitalization.  He will also present a case study about the Native Ninth, LLC, a group of Native CDFIs working together to access New Markets Tax Credits to expand their capital sources.  The first to $10 million wins!

  • Listen to tthe recording here
  • Download the presentation here
     

Informational Webinar: 

NeighborWorks America is pleased to present the training and technical assistance series Building Native CDFIs’ Sustainability and Impact, part of the CDFI Fund’s Capacity Building Initiative. 
 
This training and technical assistance series provides ongoing capacity building opportunities in a variety of formats and locations, so that each participating Native CDFI can select the training and technical assistance that will most efficiently and effectively help them grow. All Certified Native CDFIs are eligible, and emerging Native CDFIs and Sponsoring Entities may participate on a case-by-case basis.
 
Learn more about this Capacity Building Training and Technical Assistance Series Building Native CDFIs’ Sustainability and Impact by listening to the pre-recorded webinar.
 
If you would like to be notified of upcoming webinars, send a request with your contact information to nativecdfi@nw.org
 
For more information contact nativecdfi@nw.org
 
NOTE: You do not need to complete the Statement of Interest to participate in a webinar.  All Native CDFIs, regardless of their certification status, and their partners, are invited to participate.
 

Is a CDFI Credit Union Right for your Native Community?  

Click here to listen to the new webinar under the Building Native CDFIs’ Sustainability and Impact training series, part of the Community Development Financial Institutions Fund’s (CDFI Fund) Capacity Building Initiative. The “Is a CDFI Credit Union Right for your Native Community?” webinar was provided by NeighborWorks America in partnership with Seven Sisters Community Development Group, LLC.   

Many Native CDFIs and other community development organizations seeking to increase access to financial products and services in their communities are considering if they should charter a credit union.  This 90-minute webinar will help organizers determine whether or not a credit union is right for their Native community.  Participants will learn what makes a credit union unique and hear about key considerations to assist with their decision making process.  The webinar will provide an overview of the start-up process, focusing on common challenges, resources, and how a credit union might impact the operations of an existing CDFI loan fund serving the Native community.  Throughout the webinar, representatives from two Native credit unions – Lakota Federal Credit Union and Northern Eagle Federal Credit Union – will share their experiences and perspectives.  Representatives of the National Credit Union Administration will also be available to assist with questions.

Presenters 

  • Tawney Brunsch is the Executive Director of Lakota Funds, the first certified Native CDFI. Before being promoted to her current position, Ms. Brunsch served as a Loan Portfolio Manager at Lakota Funds. Ms. Brunsch brings eight years of experience to Lakota Funds as Black Hills Federal Credit Union Wall Branch Manager, where she successfully juggled duties as loan officer, member service representative, teller, branch security manager, collection officer, and staff motivator. She received her Bachelor of Science Degree in Commercial Economics from South Dakota State University. Ms. Brunsch currently serves on the Board of Directors of Mazaska Owecaso Otipi Financial and is the Chairperson of the Lakota Federal Credit Union. Ms. Brunsch grew up on a ranch south of Interior on the Pine Ridge Reservation and is an enrolled member of the Oglala Sioux Tribe.
 
  • Nikki Pieratos chartered and is now the Chief Executive Officer of Northern Eagle Federal Credit Union (NEFCU), which serves the northern Minnesota Bois Forte Chippewa community. NEFCU has two branches on the Nett Lake and Vermilion sectors of the Bois Forte Indian Reservation.  NEFCU's mission centers around providing financial education and products to promote the wise use of savings and credit for its membership.  Ms. Pieratos has a Master's in Public Policy from the University of Chicago.
 
  • Lynn Asker is an Economic Development Specialist with NCUA’s Office of Small Credit Union Initiatives, a position she has held since April 2006. Prior to holding this position, Ms. Asker spent six years as a bank examiner with the Office of the Comptroller of Currency. While there, she examined small community banks in the Midwest and assisted in developing corrective action plans. The transfer to the NCUA allows Ms. Asker to continue her community development-focused activities by consulting with credit union management and officials on operational and strategic issues. Ms. Asker has a Bachelor of Science degree from Walsh College. In 2004, she became certified as a Fraud Examiner. She is also certified as a Credit Union Development Educator.  Ms. Asker currently resides in Commerce Township, Michigan. She enjoys volunteer activities within the community and abroad. She also enjoys traveling, seeing new places, and meeting new people.
 
  • Ronald L. Jones graduated from DePaul University in his home town of Chicago, IL in 1982 with a Bachelor’s degree in Accounting and a Commission as an Officer in the United States Army Reserve. After having worked as a Staff Accountant in private industry, Mr. Jones joined NCUA in early 1986 as a Credit Union Examiner. In 1993, Mr. Jones was transferred into the role of Senior Supervision Analyst in NCUA’s Chicago Regional Office. He served in that office until 2001 when he joined the NCUA’s Office of Small Credit Union Initiatives as an Economic Development Specialist, where he now serves. 

Learn More 

More information about the Building Native CDFIs’ Sustainability and Impact training series and other Capacity Building Initiative training series can be found on the CDFI Fund’s website at www.cdfifund.gov/cbi.
  
In addition, the Capacity Building Initiative Virtual Resource Bank includes information from the Capacity Building Initiative series that can be used by your organization. Visit the Virtual Resource Bank here.  

Reasonable Accommodations: Requests for reasonable accommodations under section 504 of the Rehabilitation Act should be directed to Michael Jones at 202-653-0300.
 
The CDFI Fund is an equal opportunity provider.
 

Past Webinars

Click here to view information about past webinars.

Technical Assistance: 

Interested in updating your policies and procedures?  Designing a new loan product?  Raising debt and equity? Executive coaching to take your leadership to the next level?
 
Native CDFIs (and emerging Native CDFIs and Sponsoring Entities on a case-by-case basis) can take advantage of a wide range of customized professional services tailored to support their unique needs and growth opportunities.
 
Technical assistance is available in the following formats:
  • One-on-one expert technical assistance, over the phone, by email, or in-person
  • Executive coaching
  • Organizational assessments

To get started, click "Apply Now" to complete a simple “statement of interest” form.
 
For more information contact nativecdfi@nw.org.

Apply Now


Executive Coaching Program 

This one-hour Executive Coaching Program Orientation provides an overview of the coaching process, explores how coaching can benefit performance, offers an example of executive coaching with a BNCSI participant, and explains the BNCSI Executive Coaching Program. If you are interested in participating in the executive coaching program or have any questions related the program, please contact kitseallyboy@gmail.com.

Click here to play the audio recording. 

Resource Bank:


As part of the CDFI Fund’s Capacity Building Initiative Building Native CDFIs’ Sustainability and Impact, a virtual resource bank is being developed with tools, training materials, guides and case studies specifically targeted to the needs of Native CDFIs seeking to enhance their ability to deliver financial services and products to Native communities. 
 
Numerous tools, resources and training materials for CDFIs are already accessible online via the Capacity Building Initiative Resource Banks hosted by the CDFI Fund.