Nonprofit Financial Management

Over the course of the year, I've worked with a nonprofit organization on financial management.  The organization had experienced some losses, the board had not been exercising proper oversight and…

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Local Investing

Local Investing Here is a great story from Mendocino County - social impact lending using a Direct Public Offering (DPO) in which an investment opportunity is offered and sold directly…

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Training the Business Trainers

Using CDBG funds, the Portland Development Commission (PDC) runs a business development program for low and moderate incomes residents.  To deliver services they contract with about a dozen organizations that…

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Growing Businesses

I am working with growing businesses through JEDI’s Power Up Program, offering business and financial management tools. My part of the training covers the financial management tools: Analyzing the Past…

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Business Lending Webinars

This month, I designed and delivered a three-part webinar series for small business community lenders in California. The goal of the series was to provide ongoing staff development and increased…

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Microlending Primer

The Council of Development Finance Agencies asked me to give their membership an introductory webinar on microlending and the Do-It-Yourself economy. CDFA members are state, county and municipal development finance…

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Connecting Communities

I've been doing community-based economic development for over 20 years now, and it takes a lot to impress me.  Well I was impressed by the St. Louis Federal Reserve program,…

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Lending Academy

We're launching CAMEO's Lending Academy this month, with a newsletter and a Peer Learning Exchange on how to create a new loan product.  I'll be conducting a few webinars on…

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Microlending Management System

I recently helped launch three organizations in using Accion Texas' Microlending Management System, a web-based solution for business loan origination.  It offers an online application, automated assessment and two-day turn…

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Disruption Ahead

The SF Federal Reserve's workshop, Disruption Ahead, opened my eyes even further to the changes to small business lending driven by technology, big data and machine learning through algorithms.  Each…

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