Series 2: 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 2 of our 9-course series on CDFI Microlending Origination and Portfolio Management, November 6 - December 4, 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. The 9-course series on CDFI Microlending Origination and Portfolio Management will be split into two parts: 5 courses on <a href="https://www.eventbrite.com/e/1501979574339/preview/" title="https://www.eventbrite.com/e/1501979574339/preview/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">CDFI Microlending Operations</a>, taking place from September 11th to October 30th, and 4 courses on Portfolio Management, scheduled for November 6th to December 4thWhether 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!<a href="https://www.eventbrite.com/e/1501979574339/preview/" title="https://www.eventbrite.com/e/1501979574339/preview/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Series 1: CDFI Micolending Origination</a>Course 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 30thSeries 2: Portfolio ManagementCourse 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

<h3>Portfolio Management Series Overview</h3>Course 1: Overview of Portfolio Management Functions, November 6thTime: 10:00 AM PT - 1:00 PM PT (1:00 PM ET - 4:00 PM ET)<ul><li>Understand portfolio management functions and industry standards.</li><li>Identify essential loan policies for portfolio management.</li></ul>Course 2: Loan Closings, Disbursements, Servicing, and Annual Credit Reviews, November 13thTime: 10:00 AM PT - 1:00 PM PT (1:00 PM ET - 4:00 PM ET)<ul><li>Explore elements of a complete loan closing process.</li><li>Understand loan disbursement policies and loan servicing.</li><li>Define core elements of the annual loan review.</li></ul>Course 3: Delinquency Management, November 20thTime: 10:00 AM PT - 1:00 PM PT (1:00 PM ET - 4:00 PM ET)<ul><li>Understand delinquency management and repayment psychology.</li><li>Define key industry terms and policies.</li><li>Identify chronology and related activities of delinquency management.</li><li>Define staff roles and responsibilities for effective collections.</li></ul>Course 4: Portfolio Performance Oversight and Review, December 4thTime: 10:00 AM PT - 1:00 PM PT (1:00 PM ET - 4:00 PM ET)<ul><li>Understand portfolio performance oversight goals and policies.</li><li>Identify activities for effect portfolio management oversight.</li><li>Define roles and responsibilities in portfolio management.</li><li>Learn about portfolio management reporting.</li></ul>

<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. Please note that CAMEO Network trainings are for registered participants and are not open to the public.

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

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

<h3>Pricing</h3>Non-member:<ul><li>Standard Rate (9-courses): $1,125</li><li><a href="https://www.eventbrite.com/e/series-1-cdfi-microlending-origination-and-portfolio-management-series-tickets-1501979574339?aff=oddtdtcreator" title="https://www.eventbrite.com/e/series-1-cdfi-microlending-origination-and-portfolio-management-series-tickets-1501979574339?aff=oddtdtcreator" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Origination Series (5-courses standard rate)</a>: $625</li><li>Portfolio Management Series (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 (9-courses): $562.50</li><li><a href="https://www.eventbrite.com/e/series-1-cdfi-microlending-origination-and-portfolio-management-series-tickets-1501979574339?aff=oddtdtcreator" title="https://www.eventbrite.com/e/series-1-cdfi-microlending-origination-and-portfolio-management-series-tickets-1501979574339?aff=oddtdtcreator" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Origination Series (5-courses CAMEO member): </a>$312.50</li><li>Portfolio Management Series (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</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.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.

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Series 2: CDFI Microlending Origination and Portfolio Management Series

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Series 2: CDFI Microlending Origination and Portfolio Management Series

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