Training and Technical Assistance


Capacity building, or increasing an organization’s ability to operate effectively, is critical to the success of community-based lenders and the people who depend on them. The CDFI Fund’s Capacity Building Initiative offers a variety of training and direct technical assistance opportunities to CDFIs looking to strengthen their organizations and, ultimately, serve distressed communities in new and innovative ways.

The training programs offered through the Capacity Building Initiative target key issues affecting CDFIs and support the development of tailored capacity building plans to meet the unique needs of individual organizations.

With these education and support tools, the CDFI Fund is building the capacity of CDFIs, empowering them to grow, to achieve organizational sustainability, and to contribute to the revitalization of their communities. This translates into real change for communities in need.

Current Training Series:

Below is a list of the current training series offered through the Capacity Building Initiative. Click on the name of a training series to learn more about the assistance being provided, eligibility factors, upcoming events, registration information, and to access supplementary training documents in the Resource Bank.

 Current Trainings



Building Native CDFIs Trainings/DispForm.aspx?ID=1Building Native CDFIs<div class="ExternalClass9B998BEA1D0F4BD496586595592408E7">NeighborWorks America will present the Building Native CDFIs’ Sustainability and Impact series. The series will provide a wide range of specialized training, technical assistance, and peer learning opportunities designed to meet the unique needs of Native CDFIs at all stages of growth. </div>/programs-training/training-ta/Pages/building-native-cdfis.aspx
Financing Community Health Centers Trainings/DispForm.aspx?ID=3Financing Community Health Centers<div class="ExternalClass8ED9FA5AD298418BA2E24A8138C62116">Opportunity Finance Network will provide the Financing Community Health Centers series. The series will build the capacity of CDFIs to successfully finance and provide services to community health centers in underserved communities. In-person and online training will be provided on topics such as health care sector trends, underwriting, program designs for lending to community health centers, and other relevant subjects. </div>/programs-training/training-ta/Pages/financing-community-health-centers.aspx
The Leadership Journey II Trainings/DispForm.aspx?ID=6The Leadership Journey II<div class="ExternalClassE6AA1108512540948EAC3FD4BE53117D">NeighborWorks® America will provide The Leadership Journey II: Continuing Native CDFI Growth and Excellence series. This series builds upon the success of The Leadership Journey I: Native CDFI Growth and Excellence that provided training to sixteen experienced Native CDFIs. The Leadership Journey II will support the continued growth and long-term sustainability of established Native CDFIs by providing the forum, tools, and resources for Native CDFI leaders to identify and address the critical challenges of their organizations. Training, technical assistance, executive coaching, peer mentoring and specialized resources will be available to participants. </div>/programs-training/training-ta/Pages/the-leadership-journey.aspx
Expanding CDFI Coverage In Underserved Areas Trainings/DispForm.aspx?ID=2Expanding CDFI Coverage In Underserved Areas<div class="ExternalClass034CC5D263EB489185B5DABC6FE9BF16">Opportunity Finance Network will provide the Expanding CDFI Coverage in Underserved Areas series. The series will provide specialized training and technical assistance to certified and emerging CDFIs to extend their reach into certain underserved communities in the United States that currently lack a CDFI presence. </div>/programs-training/training-ta/Pages/expanding-cdfi-coverage.aspx

 Upcoming Trainings



Expansion Strategies for Growth, Part One: Operational Efficiencies Training Events/AllItems.aspx Training Events/DispForm.aspx?ID=4Expansion Strategies for Growth, Part One: Operational Efficiencies 2015-10-06T18:00:00Z2015-10-06T19:30:00ZWebinar0x01020041E1D5678A3CED4385147CFE255D1817010029E4E475FF448F44B2DC4A82BCB716E04
Using Market Analysis for Expansion Training Events/AllItems.aspx Training Events/DispForm.aspx?ID=5Using Market Analysis for Expansion2015-10-27T18:00:00Z2015-10-27T19:30:00ZWebinar0x01020041E1D5678A3CED4385147CFE255D1817010029E4E475FF448F44B2DC4A82BCB716E05
Expansion Strategies for Growth, Part Two: Technology, People, Culture, and Leading Organizational Change Training Events/AllItems.aspx Training Events/DispForm.aspx?ID=6Expansion Strategies for Growth, Part Two: Technology, People, Culture, and Leading Organizational Change2015-11-17T19:00:00Z2015-11-17T20:30:00ZWebinar0x01020041E1D5678A3CED4385147CFE255D1817010029E4E475FF448F44B2DC4A82BCB716E06

 Resource Banks



Portfolio Management Resource Bank/DispForm.aspx?ID=7 Portfolio Management<div class="ExternalClass107F27C97AB14DF49A0269AB00188E1C">The Portfolio Management training series was provided by NeighborWorks® America to help CDFIs improve the capacity to manage their portfolios, including assessing and reducing portfolio risk.</div>7