Free

2020 MicroLenders Forum

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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

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

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