You are invited to join us for CAMEO’s three newest courses on Governance happening in November and December!
CAMEO’s National CDFI Academy is pleased to offer our latest training series on CDFI Governance. This three-part series is designed to educate CDFI staff and leadership on the key principles of CDFI governance and guide them through the basic steps in creating a successful governance structure.
CDFIs exist to make a positive impact in their communities. Because of this, CDFI staff are usually focused on the day-to-day operations that produce on-the-ground results. But oversight is vital for the long-time sustainability of an organization – and that’s where governance comes in.
This series will be presented by seasoned CDFI professionals Barbara Eckblad and Leslie Hoffman.
CAMEO members will receive a 50% discount when applying the membership code at checkout. If you’re a member but do not know the code, please contact Daniela Fernandez-Ulen.
PLEASE NOTE: Session 1 (Governance Structure Overview) is MANDATORY in order to attend Session 2 and/or Session 3. You must attend Session 1 but you can choose whether to also attend Session 2 and/or 3.
Session 1 – Governance Structure Overview
November 28, 2023 at 10:00am – 12:00pm PT
This training will cover:
- Basic principles and models of governance
- Key features of CDFI governance structure
- Relationship between good governance and strategic management
- Key governance documents and their role in good governance
Session 2 – Board and Committee Practices
December 5, 2023 at 10:00am – 12:00pm PT
This training will cover:
- Key practices of an effective board of directors
- Key practices of an effective finance committee
- Key practices of an effective loan committee
Session 3 – Recruitment, Orientation and Accountability
December 12, 2023 at 10:00am – 12:00pm PT
This training will cover:
- Strategies for recruiting strong board and committee members
- How to onboard new members well
- What accountability looks like for a board and committees
NOTE: We highly recommend that you locate and review your organization’s articles and bylaws before attending this training.
About the instructors
Leslie Hoffman is the principal and founder of LEH Consulting Group. Leslie has served in various leadership roles in the U.S. microfinance sector overseeing lending, portfolio quality and asset recovery, client service, communications, and strategic partnership development. Her consulting work focuses on capacity building and business strategy for nonprofits, Community Development Financial Institutions (CDFIs), community colleges, community-based networks, and small businesses. She is also a professional faculty member at the University of New Mexico’s Anderson School of Management where she has taught courses in entrepreneurship and nonprofit management.
Barbara Eckblad is the principal of The Eckblad Group for whom community development and finance has been a personal and professional passion beginning soon after she entered the workforce. Barbara founded a commercial and residential real estate brokerage firm. She transitioned her business to employee ownership in 2008 in order to devote full time and attention to microfinance, CDFIs, and the wellbeing of under-served and at-risk populations. Before founding The Eckblad Group, Barbara was Director of Lending for WWBIC (Wisconsin Women’s Business Initiative Corp.). Under her leadership, WWBIC’s loan portfolio grew by 67% over 3 years, while experiencing a decrease in delinquency rates to below industry standards.
Sponsored by City National Bank
