CDFI Capitalization, Foreclosure Solutions
Portfolio Management and Native CDFIs
Training & Technical Assistance

As part of CDFI Fund's Capacity Building Initiative

The Capacity Building Initiative greatly expands technical assistance and training opportunities for Community Development Financial Institutions (CDFIs) nationwide, and significantly boosts the ability of CDFIs to deliver financial products and services to underserved communities.

The CDFI Fund contracted NeighborWorks America to be a provider of complimentary training and technical assistance designed to build the capacity of CDFIs, including how to capitalize, how to operate highly effective foreclosure prevention programs, how to best manage financial and real estate assets, and how to effectively manage a Native CDFI.

Training targeted key issues currently affecting CDFIs and the communities they serve, including affordable housing and business lending, portfolio management, risk assessment, foreclosure prevention, training in CDFI business processes, and assistance with liquidity and capitalization challenges. In addition to high-quality coursework, the Initiative also included direct on-site technical assistance, organizational assessments and individualized capacity-building plans, and focused on extending CDFI coverage to underserved communities, especially in rural areas.

Visit the links below to explore training and technical assistance designed to address the needs of CDFIs:

1. Foreclosure Solutions — Participants improved their understanding of foreclosure intervention counseling and how to effectively implement a counseling program in their communities. Coursework included these classes:

2. • HO109 Foreclosure Basics (in-class or online)
   • HO285 Transitioning Consumers: Counseling Clients to Take the Next Step
   • HO307 Advanced Foreclosure: Case Study Practicum
   • HO320 Developing and Implementing an Effective Foreclosure Program
   • HO345rq Foreclosure Intervention and Default Counseling Certification, Part I
   • HO322el Using Effective Practices to Improve Your Foreclosure Counseling Program (online)
   • HO346el Understanding and Applying Foreclosure Intervention and Loss Mitigation Tools (online)

   For additional resources around Foreclosure Solutions, visit the CDFI Capacity Building Initiative Foreclosure Solutions Resource Bank.

   Portfolio Management — This series helped CDFIs improve the capacity to manage their portfolios, including assessing and reducing portfolio risk. Two NeighborWorks training courses will be offered as part of this program:

• ML374 Driving in the Rain: Risk Management for Loan Funds in an Uncertain Environment
• ML375 Advanced Financial Analysis for a Sustainable Mission
  

  
  

  In addition to the two-day training courses listed above, the following webinars will be offered as part of this program (click link to play .WMV file):  

• Loan Policies and Procedures
• Managing Troubled Assets
• Risk-Assessing Your Organization
• Raising Debt and Equity from External Sources

  
  For additional resources around Portfolio Management, visit the CDFI Capacity Building Initiative Portfolio Management Resource Bank.

CDFI Capitalization — This series helped CDFIs learn strategies and techniques for increasing their capitalization and improving their liquidity. Two NeighborWorks training courses will be offered as part of this series:

• ML375 Advanced Financial Analysis for a Sustainable Mission
• ML376 Raising Debt and Equity from External Sources
  

  
  

  Participants in this series were also invited to attend the webinars linked above.

  For additional resources around CDFI Capitalization, visit the CDFI Capacity Building Initiative Capitalization Resource Bank.

Native CDFI Growth and Excellence: The Leadership Journey — NeighborWorks America provides advanced, executive-level training and technical support to help Native CDFIs take their operations to the next level.  The CDFI Fund has a long history of providing support to the Native economic development industry. The Leadership Journey builds upon these efforts by offering a tailored, intensive program that allows high-performing Native CDFIs and their leadership to focus on capacity-building in the context of the distinct challenges and opportunities present in Native communities. This cohort program for sixteen Native CDFIs began in January 2012. If your organization is not a part of the cohort, we invite you to find out more about other Native training offered by NeighborWorks, and to continue to check back for additional new offerings.