Preserving and Expanding CDFI Minority Depository Institutions

The resources for this topic can be found below. To view all of our available Resource Banks, click here.​

Thursday, January 16, 2014


The purpose of the CDFI Fund’s Preserving and Expanding CDFI Minority Depository Institutions series is to address the unique challenges facing Community Development Financial Institution (CDFI) Minority Depository Institutions (MDIs). Provided by Deloitte Financial Advisory Services LLP, the program provides advanced training and technical assistance for CDFI MDIs to build their capacity to provide community development services to their target markets. Training topics focused around Improving Financial Performance and Achieving Mission-Aligned Growth through modules such as addressing asset quality, optimizing the institution’s portfolio, improving revenue strategies, accessing capital market solutions, telling the bank’s story, enhancing operational performance, and developing a strategic plan.

Even though the training series was designed for CDFI MDIs, this virtual resource bank is full of valuable information for any CDFI (banks, credit unions, loan funds, etc.), CDFI-like entity, or community bank that is facing similar challenges in accessing capital and is looking for tips, strategies, and resources to help improve their financial performance or achieve growth.

I. Training Curriculum

  • Improving Financial Health
  • Organic Capital Growth
  • Accessing Capital Market Solutions
  • Telling Your Story
  • Reducing Costs
  • Strategic Planning

II. Training Webinars (Coming Soon)

III. Additional Resources

  • Relevant Conference and Workshops
  • Additional Webinars
  • Additional Trainings and Associations
  • Industry Benchmarking and Research

The compilation of these documents was funded by the CDFI Fund, under Contract TPD-CDF-10-C-0007, Task Order MDI004. The curriculum and opinions expressed in these documents and links are those of the authors, who are solely responsible for the content, and do not reflect the opinions of the CDFI Fund, Deloitte, or any other person, entity, or organization. Deloitte is not, by means of this providing this information, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services. Nor does Deloitte endorse or make any representations regarding the suitability of any particular product or service that may be referenced herein. These reference materials are not a substitute for such professional advice or services, nor should it be used as a basis for any decision or action that may affect your business. Before making any decision or taking any action that may affect your business, you should consult a qualified professional advisor. Deloitte shall not be responsible for any loss sustained by any person who relies on these training materials or documents.