NCN Institute Training: Capitalization Planning, Workshopping, & Best Practices

In this session, we will go over an example capitalization plan section by section, how it works with other important planning tools, and how to make sure your plan is actively used. Bring questions!

Key objectives

  1. Understand how lending projections and capitalization projections often must go hand in hand.
  2. Understand how some of the data points in a capitalization plan were developed.
  3. Understand best practices to ensure a capitalization plan is actively used.

This training session is SOLD OUT! If you would like to join the waitlist for an open spot, please email Kristen Wagner at [email protected].

Meet the Trainer

Caleb Selby
Selby Consulting

Caleb Selby entered the Native CDFI industry in 2015 at Oweesta Corporation. He then became a consultant as he returned to school for a B.S. in General Mathematics. Currently, Mr. Selby is the owner of Selby Consulting, a consulting firm offering grant writing, financial analysis, capitalization planning, programmatic analysis, and other technical assistance to over 20 Native CDFIs each year. Mr. Selby is passionate about assisting and enjoys working with Native CDFIs. In his free time, Caleb enjoys being outdoors.


May 17, 2023
2:00 pm EDT - 4:00 pm EDT