Series 1: CDFI Microlending Origination and Portfolio Management Series

CAMEO Network is a national micro-business association made up of 400 organizations, agencies, and individuals dedicated to furthering Micro-Business development with small and micro-business financing such as loans and credit, technical assistance and business management training. Annually, CAMEO members serve about 200,000 very small businesses with training, business and credit assistance and loans. These firms – largely start-ups with less than six employees – support or create 300,000 new jobs and generate a total of $15 billion in economic activity.

CAMEO Network

Join Series 1 of our 9-course series on CDFI Microlending Origination and Portfolio Management Series, September 11 to October 30, 2025!

Join CAMEO’s National CDFI Academy for a comprehensive series designed to enhance your skills and knowledge in CDFI microlending origination and portfolio management. It's not too late to join the remainder of the series! The series is already underway, but we’re offering weekly discounts so you can join the remainder and still get access to previous sessions. The 9-course series on CDFI Microlending Origination and Portfolio Management will be split into two parts: <ul><li>5 courses on CDFI Microlending Origination (September 11th to October 30th)</li><li>4 courses on <a href="https://www.eventbrite.com/e/1501986354619/preview/" title="https://www.eventbrite.com/e/1501986354619/preview/">Portfolio Management</a> (November 6th to December 4th)</li></ul>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!Series 1: CDFI Microlending OriginationCourse 1: Overview of Lending Functional Alignment, September 11thCourse 2: Pipeline Development and Building a Mission-driven Sales Team, September 18thCourse 3: Intake, Application, and Loan Packaging/Pre-Loan Technical Assistance, September 25thCourse 4: Microloan Underwriting, October 2ndCourse 5: Loan Approval and Loan Committee, October 30th<a href="https://www.eventbrite.com/e/1501986354619/preview/" title="https://www.eventbrite.com/e/1501986354619/preview/">Series 2: Portfolio Management</a>Course 1: Overview of Portfolio Management Functions, November 6thCourse 2: Loan Closings, Disbursements, Servicing, and Annual Credit Reviews,November 13thCourse 3: Delinquency Management, November 20thCourse 4: Portfolio Performance Oversight and Review, December 4th

CDFI Microloan Origination Series OverviewCourse 1: Overview of Lending FunctionalAlignment, September 11thTime: 10:00 AM PT - 1:00 PM PT (1:00 PM ET - 4:00 PM ET)<ul><li>Define core functions within a lending program.</li><li>Identify effective alignment using a functional organizational chart.</li><li>Learn assessment processes to evaluate current staff structure.</li><li>Understand implementation steps to migrate staffing structure.</li><li>Explore key elements of job postings and descriptions.</li></ul>Course 2: Pipeline Development and Building a Mission-driven Sales Team, September 18thTime: 10:00 AM PT - 1:00 PM PT (1:00 PM ET - 4:00 PM ET)<ul><li>Define key terms in the CDFI Industry and related certification requirements.</li><li>Learn strategies to identify target market characteristics and needs.</li><li>Assess staff alignment to support target market characteristics.</li><li>Understand components of pipeline development and tracking.</li><li>Explore continuous improvement strategies for increased results.</li></ul>Course 3: Intake, Application, and Loan Packaging/Pre-Loan Technical Assistance, September 25thTime: 10:00 AM PT - 1:00 PM PT (1:00 PM ET - 4:00 PM ET)<ul><li>Define the role and importance of the intake function.</li><li>Understand prequalification requirements and underwriting criteria.</li><li>Identify elements of successful loan application and required documents.</li><li>Explore efficient loan packaging processes.</li><li>Differentiate pre-loan technical assistance from loan packaging.</li></ul>Course 4: Microloan Underwriting, October 2ndTime: 10:00 AM PT - 1:00 PM PT (1:00 PM ET - 4:00 PM ET)<ul><li>Understand prequalification requirements and underwriting criteria.</li><li>Learn predictors or repayments for microloans.</li><li>Assess credit and repayment for microloans.</li><li>Evaluate cash flow through Global Debt Service Coverage.</li></ul>Course 5: Loan Approval and Loan Committee, October 30thTime: 10:00 AM PT - 1:00 PM PT (1:00 PM ET - 4:00 PM ET)<ul><li>Identify key elements of a loan approval authority policy.</li><li>Define responsibilities and structure of a loan committee.</li><li>Understand required loan committee skills for risk management.</li><li>Define core elements of an effective loan committee charter.</li></ul>

<h3>About the Instructor</h3>This course being offered from CAMEO’s National CDFI Academy will be presented by an industry expert.

<h3>Who should attend this course?</h3>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.

<h3>Questions Regarding Course Content?</h3>Please contact Douglas Craven: Director, CDFI Programs, at dcraven@CAMEOnetwork.org.

<h3>Pricing</h3>View our weekly bundle rate — join at any point and receive free access to previous session recordings!Non-member:<ul><li>Remaining 7-courses: $875 + Free Access to Session 1 and 2</li><li>Origination Series (remaining 3 courses ): $375 + Free Access to Session 1 and 2</li><li><a href="https://www.eventbrite.com/e/series-2-cdfi-microlending-origination-and-portfolio-management-series-tickets-1501986354619?aff=oddtdtcreator" title="https://www.eventbrite.com/e/series-2-cdfi-microlending-origination-and-portfolio-management-series-tickets-1501986354619?aff=oddtdtcreator">Portfolio Management Series </a>(4-courses standard rate): $500</li><li>Individual Course (per person standard rate): $125</li></ul>CAMEO Members get 50% off on all classes:<ul><li>CAMEO Member Price (Remaining 7-courses): $437.50 + Free Access to Session 1 and 2</li><li>Origination Series (remaining 3 courses): $187.50 + Free Access to Session 1 and 2</li><li><a href="https://www.eventbrite.com/e/series-2-cdfi-microlending-origination-and-portfolio-management-series-tickets-1501986354619?aff=oddtdtcreator" title="https://www.eventbrite.com/e/series-2-cdfi-microlending-origination-and-portfolio-management-series-tickets-1501986354619?aff=oddtdtcreator">Portfolio Management Series</a> (4-courses CAMEO member): $250</li><li>Individual Course (per person CAMEO member): $62.50</li></ul>To receive the discounted CAMEO member rate or SSBCI program rate, please contact Dara Dado at ddado@CAMEOnetwork.org. You will then receive a code to enter at checkout.

<h3>CAMEO Membership and Trouble Registering</h3>To learn more about CAMEO membership benefits and pricing, please click <a href="https://cameonetwork.org/cameo-membership/join-cameo/" title="https://cameonetwork.org/cameo-membership/join-cameo/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">here</a>. 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.Note: See <a href="https://cameonetwork.org/uncategorized/image-release-form/" title="https://cameonetwork.org/uncategorized/image-release-form/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Image Release Form</a> for more details.

<h3>Explore Additional CAMEO Courses</h3>Interested in trainings like this one? Check out our other CAMEO courses below.<ul><li><a href="https://www.eventbrite.com/e/1397176806439?aff=oddtdtcreator" title="https://www.eventbrite.com/e/1397176806439?aff=oddtdtcreator">Microlending Essentials October 2025</a></li><li><a href="https://www.eventbrite.com/e/1501986354619?aff=oddtdtcreator" title="https://www.eventbrite.com/e/1501986354619?aff=oddtdtcreator">Series 2: CDFI Microlending Origination and Portfolio Management Series</a></li></ul>

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Series 1: CDFI Microlending Origination and Portfolio Management Series

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