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.
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.
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 email@example.com
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?
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.
- 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.
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.
to view information about past webinars.