VIRTUAL CDFI FINANCIAL STATEMENTS 101 OVERVIEW
This interactive, half-day training is designed to help anyone working in or alongside CDFI loan funds build practical skills and confidence in reading and interpreting CDFI financial statements.
Through hands-on activities and guided walkthroughs, you’ll explore how to read a balance sheet and income statement, understand key financial terms and line items, and connect financial information to an organization’s operations, sustainability, and decision-making. You’ll also learn how to spot important trends, see how financial statements fit together, and better understand what they reveal about a CDFI’s financial health, capacity, and sustainability.
This training is ideal for CDFI practitioners across departments—as well board members and partners—who are new to reading financials or looking to deepen their foundational knowledge. No prior finance or accounting experience required.
For CDFI practitioners and mission-driven lenders seeking deeper training on CDFI enterprise risk management, we recommend checking out our full-day Financial Management Workshop.
Date: Wednesday, June 3 | 1:30-4:30 PM ET
Location: This training will take place virtually via Zoom. Registrants will receive an email with an agenda, logistical details, and their unique Zoom access link from OFN's Development Services team a few days prior to the training.
Registration Fee: $150 per person for OFN Members; $225 per person for General/Non-Members. Please note that registration fees for this training are subsidized as it is sponsored by the Citi Foundation.
OFN TRAINING: Structured with practitioners in mind.
✔ Gain practical, actionable insights -Through interactive learning, you’ll gain the tools, resources, and ability to start translating concepts into practice at your organization immediately.
✔ Maximize your time - OFN offers training adjacent to all our in-person events, so arrive early or stay later at regional meetings, the Small Business Finance Forum, or the annual OFN Conference to attend our in-person trainings! We also host trainings virtually and at our Washington, D.C., headquarters.
✔ Build your network - Through networking activities and discussions, you’ll connect with fellow professionals and leaders in the CDFI community.
