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Native CDFI Certification Program: Financial Management Specialization (Accounting Fundamentals for Native CDFIs)

March 24 @ 8:00 am - March 26 @ 5:00 pm

Date: March 24-26, 2020

Location: Hollywood, Florida (In Partnership with Native Learning Center)

Trainers: Chrystel Cornelius, Executive Director, First Nations Oweesta Corporation; Florence Ludka, CFO, First Nations Oweesta Corporation

Eligibility: Open to Public

Cost: Free to Attend

Registration: LINK

Contact: Heather Rademacher Taylor, Heather@oweesta.org; Florence Ludka, Florence@oweesta.org

Description: This interactive course will introduce accounting principles with respect to the preparation of accounting information, its use in the operation of the organization and financial reporting. Focus will be on understanding the fundamentals of accounting, debits and credits, accounting transactions and the preparation of financial statements.

  • Understand debits, credits and the use of T accounts.
  • Understand the difference between assets and liabilities and how to determine net assets.
  • Learn how to analyze your organization’s transactions and determine which amounts go into which accounts.
  • Create chart of accounts and enter transactions into accounts.
  • Practice journalizing transactions.
  • Practice transferring data from general journal to trial balance.
  • Hands on experience preparing financial statements from trial balance.

This training will focus on the needs of Native Community Development Financial Institution (CDFI) and Native American Financial Institution (NAFI) practitioners or those seeking to start a Native CDFI or NAFI. Specifically, those practitioners working in finance/accounting, Board members (who may need to review/provide oversight to organizational finances), and executive directors or management tasked with reviewing/understanding accounting/finances for their organization.


First Nations Oweesta Corporation
2432 Main Street
Longmont, CO 80501

Oweesta is an equal opportunity employer and provider.


Oweesta is the only existing Native CDFI intermediary offering financial products and development services exclusively to Native CDFIs and Native communities. Specifically, Oweesta provides training, technical assistance, investments, research, and policy advocacy to help Native communities develop an integrated range of asset-building products and services, including financial education and financial products.

Asset-building tools stimulate reservation economies by providing tribal members the opportunity to acquire financial management skills and build and accumulate assets through small business creation, homeownership, education, and much more.


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