Expanding CDFI Coverage in Underserved Areas


Led by OFN on behalf of the U.S. Department of the Treasury’s CDFI Fund, the Expanding CDFI Coverage in Underserved Areas Capacity Building Initiative training series provided specialized training and technical assistance to certified and emerging CDFIs seeking to expand their reach into underserved communities that currently lack a CDFI presence. The free workshops included content applicable to all CDFI organizational structures, including loan funds, credit unions, banks, and venture capital funds.


OFN partnered with subject matter experts to provide two-day workshops, which helped participants increase the availability of financial products and services in underserved communities in the United States. Each workshop was tailored to address the unique needs of organizations seeking to increase and expand their presence in underserved areas.

Forming New and Affiliated CDFI Entities

June 16 – 17, 2015
Baltimore Branch of the Richmond Federal Reserve Bank
Baltimore, MD

Understanding the Benefits of CDFI Status for Newly-Certified and Prospective CDFIs

July 22 – 23, 2015
Denver Branch of the Kansas City Federal Reserve Bank
Denver, CO

Expansion by Existing CDFIs

August 19 – 20, 2015
Kansas City Federal Reserve Bank
Kansas City, MO

Technical Assistance Webinars

The training series included a technical assistance component, provided by OFN and its partners, which closely integrated with workshop content and included peer cohorts, webinars, one-on-one support, and advanced sessions for CDFIs with specialized and continuing needs.

Portfolio Management: Best Practices for Definitions and Reporting to Funders and Partners

Hosted on April 19, 2016

Adding a Near-Equity Product to Your Toolbox

Hosted on May 3, 2016

Small Dollar Loans

Hosted on May 17, 2016

Expanding Capacity for Credit Unions through High-Impact Products and Services

Hosted on May 31, 2016

Looking Forward: Industry Trends

Hosted on June 14, 2016


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