Technology Training Series Session 1: Technology Strategy

Technology Training Series Session 1: Technology Strategy

When

05/15/2025    
10:00 am - 11:30 am

Event Type

REGISTER HERE

Join us for the first session of our Technology Series: Technology Strategy.

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.

Register for Session 2: Technology Deployment
Register for Session 3: Technology Management

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.

Please note: Each session is 90 minutes and requires separate registration. Participants are welcome to join one or all sessions in the series based on interest and availability.

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.

Fee to Participate

Non Member Pricing: $200
CAMEO Member Pricing: $100
U.S. Bancorp Impact Finance’s Business Impact Group Cohort Member Pricing: $50

Please contact Dara Dado (ddado@CAMEOnetwork.org) for the CAMEO Member or U.S. Bancorp Impact Finance’s Business Impact Group Member discount codes.

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.

Note: See Image Release Form for more details.

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.