Education and Trainings

Image of group of students

Fundamentals of the Opportunity Finance Industry

The Fundamentals of the Opportunity Finance Industry course is designed for practitioners who are interested in expanding their knowledge of the basics of the opportunity finance industry, which provides financing and financial services to low-income, low-wealth, and other disadvantaged people and communities. This three-day course is jointly offered by the Center for Impact Finance at the University of New Hampshire's Carsey School of Public Policy and the Opportunity Finance Network.

March 25 – 27 at Self-Help in Durham, N.C.

Registration Deadline of February 29, 2020
Scholarship Application Deadline HAS BEEN EXTENDED to February 7, 2020

 

Program Details

Summary of Course Information

Course Dates: 

March 25—27, 2020 
(note: 10 a.m. late start on Wednesday, March 25th and 3 p.m. early finish on Friday, March 27th)

Course Costs: 

  • $1,000 for Certified CDFIs and Nonprofit Organizations
  • $1,300 for Everyone Else

Course Location:  

Self-Help Learning Center
302 W. Main Street, Durham, NC  27701

Accommodations: 

Durham Marriott City Center (walking distance to Self-Help) 
(note: registration deadline of Feb 22 for $139 discounted rate)

For full details about course logistics (and a hotel registration link), click on the Course Logistics dropdown.

Registration

Registration & Full Payment Deadline:  February 29, 2020

Payment types accepted:  

  • Credit Card (American Express, Discover, Visa, or Master Card)
  • Checks (Select "Pay by Other Method")
    • Make checks payable to:  
      University of New Hampshire
    • Mail checks to: 
      Carsey School of Public Policy
      University of New Hampshire
      73 Main Street, Huddleston Hall
      Durham, NH  03824
      ATTN:  Robin Husslage

Refund Policies:

  • Full Refund (minus $200 fee): on or before February 15, 2020
  • 50% Refund: on or before February 29, 2020
  • No Refunds: after February 29, 2020

NOTE: IF YOU PLAN ON APPLYING FOR A SCHOLARSHIP AND WANT TO REGISTER FOR THE COURSE NOW TO RESERVE YOUR SPOT IN THE COURSE, we recommend you select “Pay by Other Method” when checking out during your registration. If you receive a scholarship award, we will then reduce the cost of your registration by the scholarship amount and you will then be able to pay the balance due by credit card or check.

We are proud to be able to offer a limited number of partial scholarships through the generous support of our course sponsor, BB&T.  Please note that the Scholarship Award does not cover the cost of accommodations or travel.

Selection Criteria:

  • How well does the applicant meet the selection preferences listed below?
  • How will the scholarship make an impact on the candidate’s professional development and to the candidate’s organization?

Selection Preferences: 

  • Practitioners who have less than three years of experience in the opportunity finance industry
  • Practitioners who work in the following priority markets for BB&T:  AL, DC, FL, GA, KY, MD, NC, NJ, PA, SC, TN, TX, VA, WV and Cincinnati  
  • Candidates from a Community Development Financial Institution (CDFI), with priority to small and mid-sized CDFIs (less than $25 million in assets)

Note:

  • Candidates do not need to meet all criteria to apply.  
  • Candidates of a diverse racial or ethnic background are encouraged to apply.

Apply for a Scholarship

Scholarship Application Deadline: Extended to Feb. 7, 2020
Notifications of awards will be sent out in mid February.

Scholarship questions can be directed to:  vkennedy@ofn.org

NOTE: IF YOU PLAN ON APPLYING FOR A SCHOLARSHIP AND WANT TO REGISTER FOR THE COURSE NOW TO RESERVE YOUR SPOT IN THE COURSE, we recommend you select “Pay by Other Method” when checking out during your registration. If you receive a scholarship award, we will then reduce the cost of your registration by the scholarship amount and you will then be able to pay the balance due by credit card or check.

Course Dates

Course Dates: March 25-27, 2020 (Wednesday – Friday)* 

*For travel plans, please note there is a delayed start time on Wednesday (9:30 a.m. – coffee and muffins/10 a.m. class start) and an early finish on Friday (3 p.m.). 


Course Location

The classroom is located directly across the street from Self-Help’s main office (at 301 Main St.) and is on the corner of Main Street and Market Street. There will be a sign in the window listing the Fundamentals course.

Image of the location of the training

Self-Help Learning Center
302 W. Main Street
Durham, NC  27701


Accommodations

Book a room at the discounted rate* of $139/night + taxes (single or double). Includes complimentary wi-fi and discounted valet parking of $15/day. Note: if booking your hotel room by phone, please notify the hotel reservationist that you are with the "Fundamentals of the Opportunity Finance Network" to receive the discounted rate.
Discounted rate expires Feb. 22, 2020.

Image of the hotel for accomodations

Durham Marriott City Center
201 Foster Street
Durham, North Carolina 27701

Tel*:  919-768-6000

Website


Parking

Image of the hotel for accomodations

Durham Marriott City Center
201 Foster Street
Durham, NC 27701
Rate: $15/day Valet Parking (for hotel guests only)

Image of parking garage

Corcoran Parking Garage
101 Corcoran Street
Durham, NC  27701
Rate: $13.75/day or $1.25/hour


Maps and Directions

Directions To/From Self-Help and the Durham Marriott City Center (201 Foster Street):

Directions to the Durham Marriott City Center (201 Foster Street, Durham, NC).

Below is a map showing the walking path from the Durham Marriott City Center hotel (201 Foster Street) to the Self-Help Learning Center (302 W. Main Street):

Image of map to show directions

 

Directions To/From Self-Help and the Corcoran Parking Garage (212 Ramseur Street):

Directions to the Self Help Learning Center, 302 West Main Street, Durham, NC.

Below is a map showing the walking path from the Corcoran Parking Garage (212 Ramseur Street) to the Self-Help Learning Center (302 W. Main Street):

Image of map to show directions

 

The goal of this certificate course is to develop the knowledge and capacity of community development finance professionals so that they can productively contribute to expanding their organizations’ capacity and impact. The primary objectives are to:

  • Provide participants with an understanding of the history, models, products, and players in the opportunity finance field.
  • Expose participants to best practices and trends in financing, capitalization, and operations of community development financial institutions (CDFIs).
  • Inform participants about impact measurement and evaluation as well as key policy issues impacting the industry.
  • Learn about portfolio policies and management as well as underwriting loans to CDFI borrowers.

Day 1—10:00 a.m. to 5:00 p.m.

  • Context, history of industry, and why CDFIs are needed
  • Where CDFIs fit within financial markets
  • Current status of the field: players, CDFI types, and size and scope of industry 
  • Models of CDFI growth to improve scale

Day 2—8:30 a.m. to 5:00 p.m.

  • How to evaluate CDFIs using a CAMEL analysis (Capital, Asset Quality, Management Earnings, and Liquidity)
  • Underwriting CDFI Borrowers
  • CDFI Hosted Site Visit

Day 3—8:30 a.m. to 3:00 p.m.

  • Lending policies and portfolio management
  • Impact measurement and evaluation
  • Public policy, advocacy, and federal programs for CDFIs
  • Student case study presentations

Participants who will benefit from attending this course are new or recent entrants into the field of opportunity finance who want to expand their knowledge of the fundamentals of the industry.

  •  Professionals changing careers
  •  Current employees of CDFIs—focused on those who entered the field within the past three years
  •  CDFI investors and funders, including banks and foundations
  •  Government employees involved in community and economic development

Image of Student Thinking IN Class

“In a very short timeframe, the course presented valuable information about the background and environment of the industry with surprisingly detailed financial analyses and spot-on case studies. A great course!”

“I am much more prepared and capable now to participate in the development of our new loan fund!”

“As a newcomer to the CDFI industry, this course provided a great opportunity to enrich my on-the-job experience. The speakers were passionate and highly effective.  Learning about Self-Help and other leaders in the industry was a great experience. And the site visit tour was great!”

“The peer learning opportunities are exceptional! My vision on capitalization and operating models has been vastly broadened. And it was great to have this training on Self-Help’s campus – what a great industry leader!!”

Please contact us if you have any questions about our program. 

Photo of Robin Husslage of the Carsey School.

Robin Husslage
Carsey School of Public Policy
603-862-2338
robin.husslage@unh.edu

Photo of Donna Fabiani of OFN

Donna Fabiani
Opportunity Finance Network
202-836-8794
dfabiani@ofn.org

With program support from:

Logo for the Self-Help Credit Union.

 

OFN logo
 
 

 

Carsey logo
Logo for BB&T
 

Sign up for
Carsey's e-newsletter!

 

The Fundamentals of the Opportunity Finance Industry program is jointly offered by the Carsey School of Public Policy at the University of New Hampshire and Opportunity Finance Network.