Course Details

A CDFI's long-term success depends on operational excellence, financial strength, and organizational resilience. As industry standards, technology, market conditions, and regulatory requirements evolve, CDFIs must regularly assess and refine their operations to remain effective and compliant. This practitioner-led training equips attendees with knowledge and practical strategies to strengthen key operational areas, including compliance, financial management, fundraising, policies and procedures, program design, performance evaluation and marketing to target markets. Participants will explore tools, checklists, and systems that support high-performing, sustainable operations. Peer breakout sessions and discussions led by experienced CDFI practitioners from varied lending sectors will offer strategies for real-world application.