The Technology Series is designed to help CDFIs build strategic, effective, and sustainable technology systems. Each session will offer practical tools and insights to strengthen operations and support long-term growth through tech-driven solutions.
In today’s uncertain environment, making the right technology choices is more critical than ever. That’s why CAMEO is offering this three-part series at no cost to the CDFI and mission-based lending community.
Who should attend this course?
CAMEO courses are designed for both new and emerging CDFIs, as well as established ones. CAMEO’s core audience is microlenders and small business lenders, but of course, we welcome housing CDFIs and others doing community development work.
About the Instructor:
This training series is led by Mark DiGiovanni of ATX Adivsory Services, joined by members of the ATX team. Mark brings over 25 years of experience leading consulting engagements in strategic planning, operational assessments, software, and IT transformation. He has supported clients ranging from startups to public companies, with a strong track record of helping mission-driven organizations navigate complex technology challenges. Prior to founding ATX, Mark was a Director at RSM and led the Northeast Region for a national ERP consulting practice.
Session One Learning Objectives:
Technology Strategy – May 15, 10 AM PT / 1 PM ET
- Understand how to assess your organization’s current IT maturity using the CDFI IT Maturity Continuum.
- Learn how to conduct a technology needs analysis and develop a strategic tech roadmap.
- Explore common CDFI technology platforms, including pros, cons, and selection criteria.
- Gain practical tools for evaluating software solutions and managing vendor relationships and contract negotiations.
Session Two Learning Objectives:
Technology Deployment – May 22, 10 AM PT / 1 PM ET
- Apply proven methodologies for implementing new software systems within a CDFI environment.
- Learn best practices for managing organizational change and change management strategies.
- Develop an implementation framework tailored to your organization’s capacity and goals.
- Identify and overcome common deployment pitfalls through a structured approach.
Session Three Learning Objectives:
Technology Management – May 29, 10 AM PT / 1 PM ET
- Understand different technology staffing models and how to evaluate the right fit.
- Identify the skill sets needed for effective IT operations and long-term sustainability.
- Learn how to create governance structures for technology budgeting, planning, and project approval.
- Gain insights into setting up effective data governance policies and procedures.
If you’re interested in other CAMEO Training’s like this, make sure to check out our other training and events using the link’s below!
- 2025 CAMEO Network Summit – May 28 and May 29 in Sacramento
- Overview of Lending Functional Alignment – June 3 at 10AM PT
- CDFI History and Impact – June 5 at 10AM PT
- AI Essentials: Train-the-Trainer Series to Empower Small Business Growth – June 11 – July 23 at 10AM
- Understanding the CDFI Certification – Seven Tests – June 18 at 10AM PT
- Understanding the CDFI Certification Application – June 26 at 10AM PT
CAMEO Membership
To learn more about CAMEO membership benefits and pricing, please click here. Scholarships are available for organizations that qualify. Please contact Dara Dado at ddado@CAMEOnetwork.org to learn more.
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