This training is for micro and small business lending CDFIs to understand the components of a robust strategic management framework.

CAMEO’s National Training Academy is pleased to offer its new Strategic Management Framework series, designed specifically to support microlending / small business lending CDFIs in understanding the components of a robust strategic management framework essential to a strong performing CDFI.

A very special thank you to the SBA PRIME Grant for funding this series!
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.

Each course builds on and references the content in the prior course(s) and therefore, require participation in the entire series.

If you can't attend all four courses live, the recordings will be made available shortly after each session so you can review the material before attending the next course.

Who should attend this course?

This course is specifically designed for senior staff leadership and board leadership, including individuals holding positions such as CEOs, COOs, CFOs, and team leads in lending, finance, and development. To ensure a focused and interactive learning environment, we encourage no more than 3 or 4 participants per organization.

No Fee to Participate
"Funded [in part] through a Cooperative Agreement with the U.S. Small Business Administration," there is NO FEE TO PARTICIPATE!

CAMEO MEMBERSHIP
To learn more about CAMEO membership benefits and pricing, please click here.Scholarships are available for organizations that qualify. Please contact Emily Gasner (egasner@CAMEOnetwork.org) to learn more.

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Course details

SMF 101: Overview of a CDFI Strategic Management Framework

When: 10am to 1pm PST, Thursday, February 8, 2024

Instructor: Leslie Hoffman

Learning Outcomes: As a result of participating in the training, students will

• Have an understanding of the key elements of the strategic management framework;
• Be able to explain the five-pillars concept;
• Have an understanding of key elements of strategic goal setting;
• Have an understanding of the relationship between strategic goals and an annual operating plan;
• Be able to explain the role of the functional feedback loop to support organizational effectiveness;
• Be introduced to a case study example that will be used throughout the course;
• Have built relationships to strengthen their supportive network with peers.

SMF 102: Strategic Goal Setting

When: 10am to 1pm PST, Thursday, February 15, 2024

Instructor: Leslie Hoffman

Learning Outcomes: As a result of participating in the training, students will

• Be able to identify the key elements of impact and deployment pillars;
• Have an understanding of the full list of assumptions needed to support the strategic goals;
• Have built relationships to strengthen their supportive network with peers.

SMF 103: Multi-Year Projections

When: 10am to 1pm PST, Thursday, February 22,2024

Instructor: Barbara Eckblad

Learning Outcomes: As a result of participating in the training, students will

• Understand concepts, terms and definitions used in the CDFI industry to assess financial strength and performance;
• Understand how strategic goals for organizational growth cascade into financial projections, both for lending and for operations;
• Understand key financial ratios and how to calculate them from their financial projections;
• Have built relationships to strengthen their supportive network with peers.

SMF 104: Developing an Annual Operating Plan and Functional Feedback Loop

When: 10am to 1pm PST, Thursday, February 29, 2024

Instructor: Leslie Hoffman

Learning Outcomes: As a result of participating in the training, students will

• Have an understanding of the key elements of mission growth, financial strength, capitalization, and organizational capacity goal setting;
• Understand how to develop an annual operating plan tied to strategic goals;
• Have an understanding of the key elements of the functional feedback loop;
• Understand various tools and approaches to monitoring organizational progress on strategic management;
• Have built relationships to strengthen their supportive network with peers.

About the instructors

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.

Barbara Eckblad is the principal of The Eckblad Group for whom community development and finance has been a personal and professional passion beginning soon after she entered the workforce. While starting in the commercial credit department of a regional bank, analyzing borrower profiles, she spent evenings planning a still-successful tourism and marketing initiative for the small dairy farming community in Wisconsin in which she lived. During the first tech boom twenty years ago, Barbara helped re-engineer a successful but stressed small tech company with less than five employees. After relocating to the Milwaukee area, Barbara founded a commercial and residential real estate brokerage firm. Both experiences gave her first-hand experience with the challenges facing entrepreneurs. She transitioned her business to employee ownership in 2008 in order to devote full time and attention to microfinance, CDFIs, and the wellbeing of under-served and at-risk populations. Before founding The Eckblad Group, Barbara was Director of Lending for WWBIC (Wisconsin Women's Business Initiative Corp.). Under her leadership, WWBIC’s loan portfolio grew by 67% over 3 years, while experiencing a decrease in delinquency rates to below industry standards. Barbara and her husband Steven live in Milwaukee, where they are active in the ministry of the Episcopal Church. They enjoy bicycling, table shuffleboard played in taverns, and traveling the world to see their children and grandchildren.