Designed for CDFI financial management professionals, this workshop is intended to help practitioners build their CDFI’s organizational resiliency through financial management. This is a two-part training: it starts with a full-day, in-person workshop in Philadelphia on April 30, 2024 followed by a 90-min virtual learning session via Zoom on Tuesday, June 18, 2024 from 1:30-3pm ET. The registration fee includes both of these components.
During the in-person workshop, attendees will dive into the CAMEL framework, exploring leading practices for monitoring, analyzing, and assessing their CDFIs’ financial health through exercises involving both cases studies and analysis of their own organizations’ financials.
Attendees will also receive access to Excel tools developed by OFN, such as a CAMEL KPI dashboard. The dashboard is an interconnected Excel tool that allows practitioners to leverage the CAMEL framework to identify trends in their CDFI’s financials, make financial projections, and assess performance against key performance indicators. OFN staff facilitators will work with attendees to adapt these concepts, materials, and tools to the needs of their CDFI.
To maximize the workshop experience, participants will need to bring a laptop that can run Microsoft Excel as well as their CDFI’s most recent audited financials from the past three fiscal years. Additional information will be sent one week prior to the in-person workshop.
Approximately six weeks after the in-person workshop, attendees will participate in a 90-min follow-up virtual session to discuss how they’ve adapted the tools and concepts to their CDFI; raise new questions and get support with any challenges they’ve encountered; share feedback on implementation; and engage in peer learning.
Please note that due to demand, this training is only open to practitioners at OFN members and other mission-driven lenders. If you are interested in this workshop but are not a practitioner at a CDFI or mission-driven lender, please reach out to developmentservices@ofn.org to explore our customized training options.
Date: Wednesday, May 1, 2024 | 9am-4:30pm ET
Location: In-Person component at PIDC (Philadelphia Industrial Development Corporation) | Centre Square, 1500 Market St #3500, Philadelphia, PA 19102.
Registration Fee: $385 per person for OFN Members; $770 per person for General/Non-Members. Fees for this training are subsidized as it is sponsored by the Citi Foundation.