Loan Approval and Loan Committee Training

Loan Approval and Loan Committee Training

When

10/30/2025    
10:00 am - 1:00 pm

Where

Event Type

REGISTER HERE

Join CAMEO’s National CDFI Academy for a comprehensive series designed to enhance your skills and knowledge in CDFI microlending origination and portfolio management. The 9-course series on CDFI Microlending Origination and Portfolio Management will be split into two parts: 5 sessions on CDFI Microlending Origination, taking place from September 11th to October 30th, and 4 sessions on Portfolio Management, scheduled for November 6th to December 4th.

Whether you’re new to the industry, transitioning to a new role, or seeking to deepen your expertise, this series offers a structured learning path covering essential topics from functional alignment to portfolio performance oversight. While these courses are designed to build upon each other, we understand that everyone’s schedule is unique. Feel free to register for the sessions that best suit your schedule, whether it’s one or all of them.

Don’t miss this opportunity to enhance your skills and advance your career in CDFI microlending operations and portfolio management. Reserve your spot today! Please look out for a Goolge Calendar invite for the course that you have registered for, typically sent 3 days before the course begins!

Session 5: Loan Approval and Loan Committee, October 30th

Time: 10:00 AM PT – 1:00 PM PT (1:00 PM ET – 4:00 PM ET)

  • Identify key elements of a loan approval authority policy.
  • Define responsibilities and structure of a loan committee.
  • Understand required loan committee skills for risk management.
  • Define core elements of an effective loan committee charter.

About the Instructor

This course being offered from CAMEO’s National CDFI Academy will be presented by an industry expert.

Who should attend this course?

Given our intending funding and audience for these classes, the basic requirement is that you represent a nonprofit organization who is intending to make loans, a CDFI, or mission-based lender. We unfortunately are not able to accommodate for profit companies.

To ensure a focused and interactive learning environment, we encourage no more than 3 or 4 participants per organization.

Questions Regarding Course Content?

Please contact Douglas Craven: Senior Program Manager, CDFI Programs at dcraven@CAMEOnetwork.org.

Pricing

Non-member:

  • Standard Rate (9-courses): $1,125
  • Origination Series (5-courses standard rate): $625
  • Portfolio Management Series (4-courses standard rate): $500
  • Individual Course (per person standard rate): $125

CAMEO Members get 50% off on all classes:

  • CAMEO Member Price (9-courses): $562.50
  • Origination Series (5-courses CAMEO member): $312.50
  • Portfolio Management Series (4-courses CAMEO member): $250
  • Individual Course (per person CAMEO member): $62.50

CAMEO Membership and Trouble Registering

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 about CAMEO Memberships or if you are having trouble registering.

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