2020 MicroLenders Forum - Postponed

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Location

Google Community Space

188 The Embarcadero

San Francisco, CA 94105

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Event description
The MicroLenders Forum is one of our favorite events where we bring our lenders together to network, get ideas and build capacity.

About this event

Due to matters beyond our control, Google Space has closed their event space until May 31, 2020. That means our MicroLenders Forum is postponed. We will let you know when we reschedule.

The MicroLenders Forum is one of our favorite events of the year where we bring our lenders together to network, get ideas and build capacity. And we've been known to have fun along the way.

This year, we're trying something a bit different. There will be something for everyone from new staff to CEOs.

In the morning we will discuss growth strategies from different perspectives: a new lender who is doing a lot of loans, a lender who has been around for a long time, and has broken through and is poised for growth, and an established lender who has been selling loans on the secondary market. This is a high-level conversation in which CEOs will be asked to think about their own growth strategies, but where new staff and emerging leaders can learn to understand the landscape and possibilities of the industry beyond their own organization.

We'll break for lunch so that you will have a chance to go deeper into conversation with your peers and welcom our guest speaker - Isabel Guzman, Director, Office of the Small Business Advocate, The Governor's Office of Business and Economic Development

Then in the afternoon, we're going to split the groups into C-level and staff in which the C-level attendees will talk about partnerships and the issues that keep them up at night with Ms. Guzman. Staff will have the opportunity for capacity building (see below for descriptions).

The MicroLenders Forum is funded in part through a Cooperative Agreement with the U.S. Small Business Administration.

Agenda

9:30 networking

10:00 Welcome & Intros

10:30 Growing at Different Stages

12:00 Networking Lunch

12:30 Guest Speaker Isabel Guzman, Director, Office of the Small Business Advocate, The Governor's Office of Business and Economic Development

1:00 – 3:00 Breakouts

CEO/Leadership Roundtable with Isabel Guzman

Staff Training

  • 1:00-2:00 P&L Statements with Susan Brown: The Profit & Loss statement is a fundamental business management tool for your clients and can tell you a lot about their business. Susan will help you understand how to read a P&L and decipher what the numbers mean for your lending program and help you if you do TA with your clients.
  • 2:00-3:00 SEO for CDFIs: Mike Ivancie, Director of Growth & Partnerships (and former head of marketing), CNote, wants to help support CDFI's mission of economic inclusion however he can and he's an SEO expert. He loves talking about SEO and sharing concrete ways people can drive business results with better content and SEO practices. He's helped businesses organically compete for extremely competitive keywords (>$100 PPC) and love breaking down content and SEO problems into manageable steps. Join Mike and learn his secrets!

3:00 Networking

This event is free for CAMEO members. If you would like to become a member, please visit our website.

Date and time

Location

Google Community Space

188 The Embarcadero

San Francisco, CA 94105

View Map

Organizer CAMEO

Organizer of 2020 MicroLenders Forum - Postponed

CAMEO's mission is to grow a healthy, vibrant, thriving environment for all entrepreneurs and start-up businesses by advancing the work of our statewide member network. Our vision is to create economic opportunity for all entrepreneurs, to build wealth and strong California communities. Our member organizations provide entrepreneurs with small and micro-business financing such as loans and credit, technical assistance and business management training. CAMEO members annually serve 15,000 very small businesses with training, business and credit assistance and loans. These firms – largely start-ups with less than five employees – support or create 35,000 new jobs in California. These very small businesses create a total of $1billion in economic activity. Federal taxes paid increased 35% over a five-year period. Local small businesses have a multiplier effect on their local economies that is twice that of big national chains.

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