CDFI Essentials: 2023 Cohort

February 16, 2023 - 10:00 AM

CDFI Essentials supports new and emerging CDFIs to learn skills, create policies and manage risk — while meeting their mission to serve entrepreneurs of color and LMI communities. This program is also highly responsive to the needs, trends, opportunities and challenges participating CDFIs experience.


This intensive peer cohort program is a monthly facilitated peer learning program including training with 11 live monthly sessions of up to 1 hour, 15 minutes in duration each.

Organization Commitment: We require participating organizations to identify at least 1 staff member (or board member) who will attend the sessions each month. Organizations can send up to 5 staff or board members to any of the sessions, however, we highly recommend the same 1 staff member attend all sessions for the organization to best benefit from the totality of the program.

The sessions will begin February 16, 2023 and will take place the 3rd Thursday of every month at 10am PST, other than the month of December which will be on the 2nd Thursday of December at 10am PST.

CAMEO will select up to a maximum of 12 organizations to participate in the cohort. These organizations will include nonprofit mission based microlenders and small business lenders from around the United States. We intentionally keep the cohort small to increase peer interaction and learning within a small group setting.

Topics may include but are not limited to:

  • Loan Manual Overview and Development
  • Portfolio Performance Standards
  • Loan Product Design; Mission; Underwriting; Outreach
  • Risk Rating Systems
  • Allowance for Loan Loss Reserves
  • Credit Reporting
  • State Guarantee and Credit Enhancement Programs
  • Data Maturity and Reporting
  • Closing and Servicing
  • Capitalization
  • Managing Troubled Loans
  • Obtaining Capital from Bank CRA Funds
  • Executive Leadership, Board Governance and Staffing

Fee to Participate Per Organization for the Full 2023 Year

  • CAMEO Member Organizations in Good Standing: $1,250 (to request PROMO code at time of registration/ticket purchase for member discount, please contact subject line CDFI Essentials 2023 Registration)
  • Organizations that are not CAMEO Members: $2,000

Scholarships are available for organizations with demonstrated need. To learn more about CAMEO membership benefits and pricing, please click here.

Deadline to Register for CDFI Essentials 2023: February 10, 2023. Please contact Emily Gasner before registering to ensure spots are still available and so we best understand your organization’s needs.

Learn more about CDFI Essentials: 2023 Cohort in our FAQs.

Map Unavailable