Native CDFI Network Institute
Announcing the Native CDFI Network Institute
- The Native CDFI Network Institute is a series of high-quality instruction modules designed for Native CDFI executives who wish to take their CDFI to the next level. Institute training is free to NCN members in good standing.
Module 1 – Dashboards for Managers, Boards, Funders and Investors
- Dashboards are tools that provide top level data to specific audiences in a format that the audience can understand. They provide pared-down information that allows the user to understand a bigger picture, whether that is CDFI financial sustainability, return on assets, social impacts, jobs created, etc.
- The intended audience will be CFOs and Executive Directors. Participants should be familiar inputting formulas in Excel.
MOdule 2: Year End Financials
Managing CDFI Financials for Year-End Experienced CDFI executives take several actions as they approach year-end to help strengthen their organizations. This course will help identify these actions for Native CDFI executives as they approach year-end financials. This course will help Native CDFI executives strengthen key, fiscal year-end financial ratios, including net income, self-sufficiency, liquidity and other balance sheet and portfolio quality ratios.
Instructor: Lisa Wagner, Bluestem Consulting
Module 3: Cash Flow PRojections
Cash flow projections are a critical component for planning and high-functioning CDFIs. Graduates will be able to model loan portfolio decisions’ effects on cash flow by loan product and develop “what-if” scenarios. Software and a user handbook are included with the training. The intended audience will be CFOs, credit officers, and executive directors.
Instructor: Jack Northrup, New England Market Research
About the Instructor – Jack Northrup
Northrup is President of New England Market Research, Inc. of Middlebury, VT, a company that works with nonprofits, foundations, government agencies and private companies conducting primary research and statistical analyses. Clients include the Annie E. Casey Foundation, Habitat for Humanity, the Aspen Institute, NeighborWorks America, the cities of New Orleans, Oakland, New York, Atlanta, Indianapolis and Providence, RI. Additionally, he designed the curriculum for the first CDFI Online Training and is the primary author of an Industry Analysis 2005-2010 for the CDFI Fund. He has taught at the University of Vermont and at the Graduate School of Business at Southern New Hampshire University.Apply
About the Instructor: Lisa Wagner
Lisa Wagner is a community development consultant and trainer based in Buffalo, Wyoming. She has worked in small business and economic development for 22 years and in the Community Development Financial Institution (CDFI) industry for 19 years. Over the last ten years, Lisa has worked in Native communities across the nation, focusing on Native CDFIs and tribal economic development. Lisa was the founding executive director of the Wind River Development Fund (WRDF), a successful Native CDFI on the Wind River Indian Reservation in Wyoming, from 2001 until 2009. She has a B.A. in Economics from the University of Colorado and an M.B.A. from the University of Texas.