Strategic Management Framework Course 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

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

<p>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.</p><p>A﻿ very special thank you to Appalachian Community Capital for sponsoring this series!</p><p>The four-course series will be offered over a four-week period <strong>from March 15 through April 5, 2023</strong> on Wednesdays from 10:00am-1:00pm PST.</p><p>Each course builds on and references the content in the prior course(s) and therefore, with the exception of the initial overview course, require participation in the entire series.</p><p>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.</p><h2>W﻿ho should attend this course?</h2><p>Senior Staff Leadership and Board Leadership, including CEOs, COOs, CFOs, and lending, finance and development team leads.</p><h2>Fee to participate</h2><p><strong>CAMEO Member Organizations in Good Standing: </strong>$400 (organizational leaders were sent the CAMEO Member Manual which includes the members only codes and additional perks. If you do not know how to access, please email academy@cameonetwork.org for support).</p><p><strong>Organizations that are not CAMEO Members: </strong>$800</p><p>To learn more about CAMEO membership benefits and pricing, please click <a href="https://cameonetwork.org/cameo-membership/join-cameo/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">here</a>.</p><p>S﻿cholarships are available for organizations that qualify. Please contact Emily Gasner (egasner@CAMEOnetwork.org) to learn more. </p><h2>R﻿efund policy</h2><p>Only 5﻿0% of the amount paid will be refunded up to 7 days in advance (March 8, 2023) of the Course 101: Overview of the Strategic Management Framework class. Please email academy@cameonetwork.org. </p><p></p><p><strong>Note</strong>: See <a href="https://cameonetwork.org/uncategorized/image-release-form/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Image Release Form</a> for more details.</p>

<h1>Course details</h1><h2>SMF 101: Overview of a CDFI Strategic Management Framework</h2><p><strong>When: </strong>10am to 1pm PST, Wednesday, March 15, 2023</p><p><strong>Instructor:</strong> Leslie Hoffman</p><p><strong>I﻿nterested in Checking out this Class on its Own?:</strong> The registration page can be found <a href="https://www.eventbrite.com/e/overview-of-the-strategic-management-framework-tickets-541826827627?aff=odcleoeventsincollection">here </a>for those interested in only attending this first class in the series.</p><p>Learning Outcomes: As a result of participating in the training, students will</p><ul><li>Have an understanding of the key elements of the strategic management framework;</li><li>Be able to explain the five-pillars concept;</li><li>Have an understanding of key elements of strategic goal setting;</li><li>Have an understanding of the relationship between strategic goals and an annual operating plan;</li><li>Be able to explain the role of the functional feedback loop to support organizational effectiveness;</li><li>Be introduced to a case study example that will be used throughout the course;</li><li>Have built relationships to strengthen their supportive network with peers.</li></ul>

<h2>SMF 102: Strategic Goal Setting</h2><p><strong>When: </strong>10am to 1pm PST, Wednesday, March 22, 2023</p><p><strong>Instructor:</strong> Leslie Hoffman</p><p>Learning Outcomes: As a result of participating in the training, students will</p><ul><li>Be able to identify the key elements of impact and deployment pillars;</li><li>Have an understanding of the full list of assumptions needed to support the strategic goals;</li><li>Have built relationships to strengthen their supportive network with peers.</li></ul>

<h2>SMF 103: Multi-Year Projections</h2><p><strong>When:</strong> 10am to 1pm PST, Wednesday, March 29, 2023</p><p><strong>Instructor:</strong> Barbara Eckblad who will be joined by <strong>Subject Matter Expert and Fractional CFO: </strong>Steve Mondozzi</p><p>Learning Outcomes: As a result of participating in the training, students will</p><ul><li>Understand concepts, terms and definitions used in the CDFI industry to assess financial strength and performance;</li><li>Understand how strategic goals for organizational growth cascade into financial projections, both for lending and for operations;</li><li>Understand key financial ratios and how to calculate them from their financial projections;</li><li>Have built relationships to strengthen their supportive network with peers.</li></ul>

<h2>SMF 104: Developing an Annual Operating Plan and Functional Feedback Loop</h2><p><strong>When:</strong> 10am to 1pm PST, Wednesday, April 5, 2023</p><p><strong>Instructor:</strong> Leslie Hoffman</p><p>Learning Outcomes: As a result of participating in the training, students will</p><ul><li>Have an understanding of the key elements of mission growth, financial strength, capitalization, and organizational capacity goal setting;</li><li>Understand how to develop an annual operating plan tied to strategic goals;</li><li>Have an understanding of the key elements of the functional feedback loop;</li><li>Understand various tools and approaches to monitoring organizational progress on strategic management;</li><li>Have built relationships to strengthen their supportive network with peers.</li></ul>

<h1>About the instructors</h1><p><strong>Leslie Hoffman</strong> 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.</p><p><strong>Barbara Eckblad </strong>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.</p>

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