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 Operations, 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. Please feel free to register for the sessions that align best with your availability.
Don’t miss this opportunity to enhance your skills and advance your career in CDFI microlending operations and portfolio management. Reserve your spot today!
Session 4: Portfolio Performance Oversight and Review, December 4th
Time: 10:00 AM PT – 1:00 PM PT (1:00 PM ET – 4:00 PM ET)
- Understand portfolio performance oversight goals and policies.
- Identify activities for effect portfolio management oversight.
- Define roles and responsibilities in portfolio management.
- Learn about portfolio management reporting.
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.
About the Instructor
This course being offered from CAMEO’s National CDFI Academy will be presented by an industry expert.
Questions Regarding Course Content?
Please contact Douglas Craven: Senior Program Manager, CDFI Programs at dcraven@CAMEOnetwork.org.
Pricing
Non-member:
- Portfolio Management Series (4-courses standard rate): $500
- Individual Course (per person standard rate): $125
CAMEO Members get 50% off on all classes:
- Portfolio Management Series (4-courses CAMEO member): $250
- Individual Course (per person CAMEO member): $62.50
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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