CDFI Fund Announces 2026 Transactional Level Report (TLR) Webinars

The Community Development Financial Institutions Fund (CDFI Fund) will host a monthly Transaction Level Report (TLR) webinar. The TLR webinars are intended to serve as a forum for Certified and non-Certified Community Development Financial Institutions (CDFIs) to ask questions and discuss the TLR and its submission process. 

The sessions will cover the purpose of the TLR, the TLR Address object, the Consumer Loan Report (CLR), the Loan Purchase object, the Financial Services object, and the Target Market Calculator. CDFI Fund staff will demonstrate how to add and upload data, identify data fields as well as provide tips for reducing errors and troubleshooting techniques.

TLR Webinar Schedule

• February 25, 2026: 2pm-3:30pm EST
• March 25, 2026: 2pm-3:30pm EST
• April 29, 2026: 2pm-3:30pm EST
• May 27, 2026: 2pm-3:30pm EST
• June 10, 2026: 2pm-3:30pm EST

Access Instructions

The schedule for TLR question and answer webinars is provided below. The CDFI Fund now uses Zoom for all webinar services. No prior registration is necessary. To access the upcoming webinars, use the link provided below.

• Webinar Link: https://www.zoomgov.com/j/1607711298?pwd=VbmbjaJrDYB0I3Mc0LJU2BdBMa8K2R.1
• Meeting ID: 160 771 1298
• Passcode: 823307
• Find your local number: https://www.zoomgov.com/u/ajgtaWutj

Requests for reasonable accommodations under section 504 of the Rehabilitation Act should be directed to Jay Santiago at (202) 653-0300 no later than 48 hours before the webinar begins.

All TLR questions should be directed to the Office of Financial Strategies and Research, via an AMIS Service Request (preferred), or by email to 
CDFI-FinancialStrategiesandResearch@cdfi.treas.gov.