Join CAMEO’s National CDFI Academy for Lending Functional Alignment, a training session for building effective, mission-aligned microlending operations. This session offers tools to strengthen your internal operations while deepening trust and collaboration across your local ecosystem.

Well-aligned teams and processes not only increase internal efficiency but also create strong handoffs and shared understanding between CDFIs and Technical Assistance (TA) providers. When roles and expectations are clear, your ecosystem works better, leading to stronger borrowers and sustainable small businesses!

In this 90-minute workshop, you’ll learn how to:

Define core functions within a lending program
Identify effective alignment using a functional organizational chart
Assess current staff structures and plan for adjustments
Implement changes that improve efficiency and impact
Draft clear job descriptions and postings that reflect aligned roles

Who Should Attend:

CDFI and mission-based lenders
Program managers and operations leads
Human resources professionals
Technical Assistance (TA) providers
Anyone involved in staffing, structuring, or supporting lending teams

Cost:
Texas-based organizations: $25 per person
CAMEO Members: $100 per person
Non-CAMEO Members: $200 per person

About the Trainer:
Leslie Hoffman is the principal and founder of LEH Consulting Group. She began her career as a journalist, covering a wide range of topics as a newspaper and Associated Press reporter. A tour in the Peace Corps in El Salvador planted the seeds of a community development career. Leslie joined the U.S. microfinance sector, serving in various leadership roles overseeing lending, portfolio quality and asset recovery, client service, communications, and strategic partnership development. Her consulting work focuses on capacity building and business strategy for nonprofits, Community Development Financial Institutions (CDFIs), community colleges, community-based networks, and small businesses. She is also a professional faculty member at the University of New Mexico’s Anderson School of Management where she has taught courses in entrepreneurship and nonprofit management.

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.

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Overview of Lending Functional Alignment