Step 1: Webinars
APPLICATION WEBINAR INFORMATION
The CDFI Fund conducts a live webinar to answer questions related to the CDFI Certification Application. Please check back regularly for additional webinar updates. Information about how to access all webinars will be listed below. Advance registration is not required to participate in the webinars. Access the webinars by clicking the below links 5 minutes before the webinars begin.
Live webinars require the use of WebEx or Zoom, as identified below. To download the WebEx Event Manager, see the instructions on the Verizon's WebEx Downloads page.
Live complete recordings will remain an accessible resources using the links.
| Webinar Topic | Date and Time | Conference | Access Link |
|---|---|---|---|
| CDFI Certification Application Overview | Dec 13, 2023 1:30-2:30 PM ET | COMPLETED | Webinar Recording Presentation |
| CDFI Certification Changes to the Annual Certification and Data Collection Report (ACR) and Transaction Level Report (TLR) | January 24, 2024 1:30 PM - 3:00 PM ET | COMPLETED | Webinar Recording Presentation |
| CDFI Certification Application: Application Process | February 8, 2024 1:30 PM - 2:30 PM ET | COMPLETED | Webinar Recording Presentation |
| How to Access the TLR and the revised CDFI Certification Application in AMIS | COMPLETED | Webinar Recording |
OTHER WEBINAR INFORMATION
1. CDFI Cert Demo – How to Create Affiliate Records and Complete Entity Relevance to Certification Review Form
2. CDFI Cert Demo – How to Create Organization Board and Board Member Record for Primary Applicant
3. CDFI Cert Demo – How to Create Organization Board and Board Member Record for Primary Applicant - Collective Review
4. CDFI Cert Demo – How to Create Credit Union Board and Board Member Record